Note my clarification on the Alternative Transportation side case on LinkedIn:

www.linkedin.com/feed/update/...

Is that headline accurate? It’s a survey of what people say they intend to do (ie stated preference), not data on what people actually did (revealed preference). I guess “After buying an EV, less than 1% of drivers say they will go back to gas powered cars” isn’t quite as punchy.

I think they can move however many Prologues they want w/ lease deals @ <$260/month. Gotta fill those NHTSA/EPA/CARB CAFE/GHG/ACC credit banks . .

I don't think they are saying Class 8 BEV tractors already have lower TCO -- the text says "At the current global average battery pack price of $135 per kilowatt-hour (kWh) . . . " they would. Class 8 truck batteries are somewhere between $300-$400/kWh right now.

That’s quite a price forecast 😅 Is mining/refining lithium even profitable at that price point?

Also — it seems unfair to compare battery manufacturing cost or supplier price to retail price of an ICE — need to stack OEM indirects/profit on the battery cost before comparing (~1.5x is normal).

I’d take a Wuling Mini (+airbags).

Would love to have some kei cars in the U.S. though..

Yeah, I have a script to overwrite YoY, QoQ, and MoM (by nameplate) with each new data delivery - looks like ANL does the same, or they pay for the fancy dashboard.

Aug-24 BEV sales were lower than Dec-23 by 200 (mkt share record though). Again - Aug will be adjusted, I’ve seen +/- 20k changes.

Note that Wards Intelligence (source for Argonne’s data, and also what we purchase at EIA) modifies their monthly estimates up to 1 year after publication — Tesla being adjusted most. 12/23 total EV [PHEV + BEV] sales and market share were actually higher than current 8/24 estimates by a smidge.