Liam Denning
@liamdenning.bsky.social
Writing about the transformation of energy systems for Bloomberg Opinion. Also: The Arctic. Opinions are my own.
What do you want: cheaper F-150s or faster chatbots?
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October 27, 2025 at 1:16 PM
What do you want: cheaper F-150s or faster chatbots?
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Tesla’s results showed one thing: The outlook for its main EV business is grim
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October 23, 2025 at 12:32 PM
Tesla’s results showed one thing: The outlook for its main EV business is grim
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GM gets a Tesla-esque boost from the TACO trade
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October 22, 2025 at 1:10 PM
GM gets a Tesla-esque boost from the TACO trade
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D’Angelo performing at the Bomb Factory, Dallas in 2015
October 14, 2025 at 5:04 PM
D’Angelo performing at the Bomb Factory, Dallas in 2015
Tesla’s stock hit 200x earnings. The last time that happened, EV euphoria was ramping up. Not so much these days, so what gives?
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October 3, 2025 at 11:26 AM
Tesla’s stock hit 200x earnings. The last time that happened, EV euphoria was ramping up. Not so much these days, so what gives?
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September 18, 2025 at 2:31 PM
September 18, 2025 at 12:12 PM
The tax break on car loans barely offers gas money for most Americans
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September 11, 2025 at 12:49 PM
The tax break on car loans barely offers gas money for most Americans
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Tesla Master Plans' ever shorter lifespans are a bad sign
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September 3, 2025 at 1:11 PM
Tesla Master Plans' ever shorter lifespans are a bad sign
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Tesla just released another Master Plan. Already?
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September 2, 2025 at 4:59 PM
Tesla just released another Master Plan. Already?
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If you want to understand why electricity bills are rising, look at where utilities are spending money
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August 28, 2025 at 1:58 PM
If you want to understand why electricity bills are rising, look at where utilities are spending money
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Power prices are shaping up as a midterms flashpoint. Here are what's pushing bills higher (and what isn't)
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August 28, 2025 at 1:09 PM
Power prices are shaping up as a midterms flashpoint. Here are what's pushing bills higher (and what isn't)
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The biggest force behind rising power bills isn’t how we produce electricity. It’s how we get it to homes.
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August 28, 2025 at 12:25 PM
The biggest force behind rising power bills isn’t how we produce electricity. It’s how we get it to homes.
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August 28, 2025 at 11:38 AM
America's biggest power grid flashes a warning to the AI giants
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August 25, 2025 at 1:09 PM
America's biggest power grid flashes a warning to the AI giants
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PJM needs to fix its capacity auction. But the onus is really on the AI boom to solve its own energy challenge
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August 25, 2025 at 12:07 PM
PJM needs to fix its capacity auction. But the onus is really on the AI boom to solve its own energy challenge
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August 25, 2025 at 10:46 AM
Detroit has chased profits in ever more expensive US trucks and SUVs.
The price: Growth. It’s time for a new direction.
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The price: Growth. It’s time for a new direction.
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August 19, 2025 at 11:36 AM
Detroit has chased profits in ever more expensive US trucks and SUVs.
The price: Growth. It’s time for a new direction.
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The price: Growth. It’s time for a new direction.
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Used vehicle prices are flashing a warning for Detroit
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August 18, 2025 at 1:52 PM
Used vehicle prices are flashing a warning for Detroit
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US coal-power's enemy isn't wokeism.
It's old age and high costs.
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It's old age and high costs.
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July 31, 2025 at 1:55 PM
US coal-power's enemy isn't wokeism.
It's old age and high costs.
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It's old age and high costs.
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July 30, 2025 at 1:52 PM
Looks like Full Human Driving has arrived in the Bay Area
July 25, 2025 at 8:55 PM
Looks like Full Human Driving has arrived in the Bay Area
Tesla asserts "overall growth has allowed our business to generally fund itself." Yet not only has it been underspending, even then FCF fell ~90% in 2Q. Oh, and it cut its FY capex tgt to $9B.
Read my analysis of the results here
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Read my analysis of the results here
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July 24, 2025 at 12:54 PM
Tesla asserts "overall growth has allowed our business to generally fund itself." Yet not only has it been underspending, even then FCF fell ~90% in 2Q. Oh, and it cut its FY capex tgt to $9B.
Read my analysis of the results here
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Read my analysis of the results here
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Tesla’s results revealed an EV business on the slide, a management that barely talks about EVs and the usual wild claims about stuff happening in the next year or so - pending regulatory approval, of course
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July 24, 2025 at 11:31 AM
Tesla’s results revealed an EV business on the slide, a management that barely talks about EVs and the usual wild claims about stuff happening in the next year or so - pending regulatory approval, of course
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Someone should tell Chris Wright about how we dealt with asbestos
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July 22, 2025 at 11:44 AM
Someone should tell Chris Wright about how we dealt with asbestos
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