Nathaniel William Horadam
@horadam.bsky.social
Mostly energy, supply chains, and transportation. Toto enthusiast. Still a MENA student at heart.
Onward, Rocinante!
Onward, Rocinante!
Pinned
April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...
Been thinking a lot on current EV market dynamics, and would like to flesh out things in a bit more depth soon, but while others use framing like “between two waves,” I think the shift is more substantial and multifaceted.
I like to think we’re in middle of EV 2.5.
🔌💡🔌🚗
I like to think we’re in middle of EV 2.5.
🔌💡🔌🚗
This might be the first time I’ve ever rooted for Ohio State.
It makes me physically ill, but desperate times (for Vanderbilt) call for desperate measures.
It makes me physically ill, but desperate times (for Vanderbilt) call for desperate measures.
November 29, 2025 at 6:26 PM
This might be the first time I’ve ever rooted for Ohio State.
It makes me physically ill, but desperate times (for Vanderbilt) call for desperate measures.
It makes me physically ill, but desperate times (for Vanderbilt) call for desperate measures.
Several weeks into the Trump Administration, once it became clear I wouldn't get DOGE’d…and might end up in morally compromising positions as DOE’s lead on minerals financing, I wrote down my red lines.
And then kept reminding myself of them as the year progressed. Shit like this was among them.
And then kept reminding myself of them as the year progressed. Shit like this was among them.
"By dangling multibillion-dollar rare-earth and energy deals, Moscow could reshape the economic map of Europe—while driving a wedge between America and its traditional allies"
Read this excellent @wsj.com account of the business deals behind the "peace"negotiations
www.wsj.com/world/russia...
Read this excellent @wsj.com account of the business deals behind the "peace"negotiations
www.wsj.com/world/russia...
Make Money Not War: Trump’s Real Plan for Peace in Ukraine
The Kremlin pitched the White House on peace through business. To Europe’s dismay, the president and his envoy are on board.
www.wsj.com
November 29, 2025 at 2:53 PM
Several weeks into the Trump Administration, once it became clear I wouldn't get DOGE’d…and might end up in morally compromising positions as DOE’s lead on minerals financing, I wrote down my red lines.
And then kept reminding myself of them as the year progressed. Shit like this was among them.
And then kept reminding myself of them as the year progressed. Shit like this was among them.
Introduce yourself with 5 animals you’ve seen in the wild:
Galapagos giant tortoise
Prairie dog
Western diamondback rattlesnake
Sperm whale
LSU fan
Galapagos giant tortoise
Prairie dog
Western diamondback rattlesnake
Sperm whale
LSU fan
Introduce yourself with 5 animals you’ve seen in the wild:
Moose
Stoplight parrotfish
Box turtle
Elephant
Wild horse
Moose
Stoplight parrotfish
Box turtle
Elephant
Wild horse
Introduce yourself with 5 animals you've seen in the wild:
Caribou
Ravens
Seals
Kea
Turkeys
Caribou
Ravens
Seals
Kea
Turkeys
November 29, 2025 at 4:16 AM
Introduce yourself with 5 animals you’ve seen in the wild:
Galapagos giant tortoise
Prairie dog
Western diamondback rattlesnake
Sperm whale
LSU fan
Galapagos giant tortoise
Prairie dog
Western diamondback rattlesnake
Sperm whale
LSU fan
Some gas stations are revamping to attract EV drivers with time to kill #energysky -- via Canary Media:
Some gas stations revamp to attract EV drivers
Fuel retailers are betting that fast chargers, clean bathrooms, and tasty snacks will draw EV driver.
www.canarymedia.com
November 29, 2025 at 3:23 AM
In which @johnvoelcker.bsky.social drives and reviews the new USPS duck van.
I saw a bunch of these parked at a depot in Nashville last weekend. Looked great!
🔌💡🔌🚗🔌
www.caranddriver.com/reviews/a695...
I saw a bunch of these parked at a depot in Nashville last weekend. Looked great!
🔌💡🔌🚗🔌
www.caranddriver.com/reviews/a695...
www.caranddriver.com
November 28, 2025 at 10:41 PM
In which @johnvoelcker.bsky.social drives and reviews the new USPS duck van.
I saw a bunch of these parked at a depot in Nashville last weekend. Looked great!
🔌💡🔌🚗🔌
www.caranddriver.com/reviews/a695...
I saw a bunch of these parked at a depot in Nashville last weekend. Looked great!
🔌💡🔌🚗🔌
www.caranddriver.com/reviews/a695...
Reposted by Nathaniel William Horadam
"I say we take off and nuke the site from orbit. It's the only way to be sure."
November 27, 2025 at 2:30 AM
"I say we take off and nuke the site from orbit. It's the only way to be sure."
*wishes for Ole Miss and Utah to lose using monkey’s paw*
November 28, 2025 at 5:06 PM
*wishes for Ole Miss and Utah to lose using monkey’s paw*
Introduce yourself with 5 concerts you've seen:
-Bon Jovi
-Garth Brooks
-Merle Haggard
-Ellie Goulding/Passion Pit
-The War on Drugs
-Bon Jovi
-Garth Brooks
-Merle Haggard
-Ellie Goulding/Passion Pit
-The War on Drugs
Introduce yourself with 5 concerts you've seen:
-Bon Jovi and the Goo Goo Dolls
-Ozzy Osbourne
-Rush
-Van Halen
-The Who
-Bon Jovi and the Goo Goo Dolls
-Ozzy Osbourne
-Rush
-Van Halen
-The Who
Introduce yourself with 5 concerts you've seen:
Bon Jovi
Billy Joel & Elton John
Dire Straits
Anthrax
Def Leppard
Bon Jovi
Billy Joel & Elton John
Dire Straits
Anthrax
Def Leppard
November 28, 2025 at 2:58 PM
Introduce yourself with 5 concerts you've seen:
-Bon Jovi
-Garth Brooks
-Merle Haggard
-Ellie Goulding/Passion Pit
-The War on Drugs
-Bon Jovi
-Garth Brooks
-Merle Haggard
-Ellie Goulding/Passion Pit
-The War on Drugs
AND A MERRY EARLY CHRISTMAS TO ALL OF US IN COMMODORE NATION
⚓️⬇️
⚓️⬇️
SOURCES: Vanderbilt and coach Clark Lea have agreed to a new six-year deal, keeping the coach around, @theathletic.com learned.
Lea is 16-8 over the last two years at his alma mater. (ESPN first reported)
More: www.nytimes.com/athletic/684...
Lea is 16-8 over the last two years at his alma mater. (ESPN first reported)
More: www.nytimes.com/athletic/684...
Vanderbilt gives Clark Lea raise and extension amid historic Commodores season: Source
After going 9-27 in his first three years at Vanderbilt, Clark Lea is 16-8 since the start of the 2024 season.
www.nytimes.com
November 28, 2025 at 2:21 PM
AND A MERRY EARLY CHRISTMAS TO ALL OF US IN COMMODORE NATION
⚓️⬇️
⚓️⬇️
Mistakes were made.
A pair of new studies published on Thursday show that the road to cat domestication was far more complex than scientists first suspected.
The Incredible, Unlikely Story of How Cats Became Our Pets
Two new studies dig into the long, curving path that cats took toward domestication
www.scientificamerican.com
November 28, 2025 at 1:39 PM
Mistakes were made.
We really need to bring swirlies back
November 27, 2025 at 10:55 PM
We really need to bring swirlies back
Reposted by Nathaniel William Horadam
IMO the most important new vehicles for the US EV market in 2026 are:
1. Rivian R2
2. Chevy Bolt
3. BMW iX3
Their success (or not) will have significant ramifications for the US auto market, influencing narratives & product decisions for the rest of the decade.
🔌💡🔌🚗
insideevs.com/features/726...
1. Rivian R2
2. Chevy Bolt
3. BMW iX3
Their success (or not) will have significant ramifications for the US auto market, influencing narratives & product decisions for the rest of the decade.
🔌💡🔌🚗
insideevs.com/features/726...
Here Are The Upcoming Electric Cars For 2025, 2026 And Beyond
The most intriguing car is often the one we haven’t met yet. A profusion of new EVs will be debuting over the next couple of years. Here are some of the ones we are most excited about.
insideevs.com
November 27, 2025 at 6:09 PM
IMO the most important new vehicles for the US EV market in 2026 are:
1. Rivian R2
2. Chevy Bolt
3. BMW iX3
Their success (or not) will have significant ramifications for the US auto market, influencing narratives & product decisions for the rest of the decade.
🔌💡🔌🚗
insideevs.com/features/726...
1. Rivian R2
2. Chevy Bolt
3. BMW iX3
Their success (or not) will have significant ramifications for the US auto market, influencing narratives & product decisions for the rest of the decade.
🔌💡🔌🚗
insideevs.com/features/726...
Many people are saying
Online sports betting is bad, for individuals and for society.
November 27, 2025 at 6:03 PM
Many people are saying
Starting to think maybe the entire country, not just Georgia, should move to set a moratorium on new data centers.
(But certainly Georgia should)
🔌💡
(But certainly Georgia should)
🔌💡
big late breaking news: the market monitor for the largest energy grid in the u.s., covering much of the midwest and mid-atlantic, has called to block new data centers connections to the grid, saying current course of growth assures regular blackouts
No more PJM data centers unless they can be reliably served: market monitor
The PJM Interconnection’s market monitor urged the Federal Energy Regulatory Commission to rule that large data centers can only come online if the grid operator can still meet reliability metrics.
www.utilitydive.com
November 27, 2025 at 1:32 AM
Starting to think maybe the entire country, not just Georgia, should move to set a moratorium on new data centers.
(But certainly Georgia should)
🔌💡
(But certainly Georgia should)
🔌💡
Reposted by Nathaniel William Horadam
Vaccinating boys and girls. It works bitches.
November 26, 2025 at 5:32 AM
Vaccinating boys and girls. It works bitches.
We decided we weren’t going to hold our elites accountable for their actions.
It shouldn’t be lost in all this that the case fell apart because Fani Willis similarly believed she was unaccountable to the law and societal standards of ethical conduct.
It shouldn’t be lost in all this that the case fell apart because Fani Willis similarly believed she was unaccountable to the law and societal standards of ethical conduct.
Fani Willis's Georgia case against Trump has been dropped.
For the rest of our lives, we will have to explain to the next generations how it is that Donald Trump and his cronies could have been allowed to get away with what they did after the 2020 election.
www.cnn.com/2025/11/26/p...
For the rest of our lives, we will have to explain to the next generations how it is that Donald Trump and his cronies could have been allowed to get away with what they did after the 2020 election.
www.cnn.com/2025/11/26/p...
Georgia prosecutor kills the historic racketeering case against Trump and allies | CNN Politics
A Georgia prosecutor on Wednesday officially dropped the historic racketeering case against President Donald Trump and others for attempting to overturn the 2020 presidential election, closing the cha...
www.cnn.com
November 26, 2025 at 3:58 PM
We decided we weren’t going to hold our elites accountable for their actions.
It shouldn’t be lost in all this that the case fell apart because Fani Willis similarly believed she was unaccountable to the law and societal standards of ethical conduct.
It shouldn’t be lost in all this that the case fell apart because Fani Willis similarly believed she was unaccountable to the law and societal standards of ethical conduct.
In which Mack Hogan at @insideevs.com spells out pretty much the exact same experience I've had with my 2024 Chevy Equinox EV after ~10 months.
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
I've Driven My 2024 Chevy Blazer EV For A Year. Here's How It Held Up In Real Life
After 14 months and thousands of miles, here's a real owner's perspective on the Chevrolet Blazer EV, Chevy's 279-mile electric crossover.
insideevs.com
November 25, 2025 at 5:48 PM
In which Mack Hogan at @insideevs.com spells out pretty much the exact same experience I've had with my 2024 Chevy Equinox EV after ~10 months.
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
Having seen the response from OEMs in response to policy changes from the Trump Administration, I’m inclined to agree with Scaringe here.
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
Rivian’s CEO Says Losing The $7,500 EV Tax Credit Is A Win—Here’s Why
The change forced some legacy automakers to scale back their EV plans. That’s good news for Rivian.
insideevs.com
November 25, 2025 at 5:09 PM
Having seen the response from OEMs in response to policy changes from the Trump Administration, I’m inclined to agree with Scaringe here.
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
Nonzero chance solar eclipses natural gas share of California’s electricity generation in 2026.
Update from EIA confirms a decline in natural gas use in California with 2025 data. www.eia.gov/todayinenerg...
November 25, 2025 at 3:23 PM
Nonzero chance solar eclipses natural gas share of California’s electricity generation in 2026.
I only regret I deleted all the astronaut warrior images I generated last summer when I was hopeful Harris would make the correct VP choice.
Because this is how we get an astronaut president.
Because this is how we get an astronaut president.
Hegseth is now threatening to recall Sen. Mark Kelly to active duty in order to court martial him.
November 25, 2025 at 2:12 AM
I only regret I deleted all the astronaut warrior images I generated last summer when I was hopeful Harris would make the correct VP choice.
Because this is how we get an astronaut president.
Because this is how we get an astronaut president.
While we’re on the topic of EV charging…
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
November 24, 2025 at 11:09 PM
While we’re on the topic of EV charging…
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!