VCs in the Energy World

Venture Capitalists have been extremely successful in the digital arena. Moore’s law has benefited nearly everything digital. The energy arena is very different, and the question is open as to whether VCs will be successful in this arena. The VC Continue reading VCs in the Energy World

Electric Vehicles Analyzed

While my articles have focused on the bad economics surrounding plug-in electric (PHEV) and battery-only electric (BEV) vehicles, a subscriber (in comments to an article two weeks ago) brought another article to my attention that analyzed the availability of special Continue reading Electric Vehicles Analyzed

Effect of Electric Vehicle Concentration

A study by the Pacific Northwest National Laboratory (PNNL) established that the existing grid and power supply could support approximately 87 million plug-in electric vehicles (PHEVs) and battery electric vehicles (BEVs) if the batteries were charged during off-peak hours. (See earlier Continue reading Effect of Electric Vehicle Concentration

The Importance of Rare Earths

Gold is valuable, and it is rare, but it is not a rare earth. While gold has far greater monetary value, it has far fewer industrial uses. Rare earths, on the other hand, are vital to the modern high-tech era. Continue reading The Importance of Rare Earths

Are Electric Vehicles Destined To Fail?

Electric vehicles failed in the early 1900s because of high cost, insufficient battery capacity and short range. Will these factors cause them to fail again? The early signs are not encouraging. The just released IEA Technology Road Map for EVs Continue reading Are Electric Vehicles Destined To Fail?

EVs and the Free Market

BYD, the Chinese car manufacturer in which Buffett invested, may introduce a Plug-in Hybrid EV next year at a price that is $12,000 below that of a Volt. Meanwhile, the administration is clamoring for extra subsidies designed to produce one Continue reading EVs and the Free Market