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Tom Randall @tsrandall.bsky.social · 01/04/2024

Thirty-one countries have crossed the tipping point for fully electric vehicles, according to our latest analysis. This is the point when technological preferences rapidly flip, jumping from 5% to more than a quarter of new cars in 3-4 years <gift link> www.bloomberg.com/news/article...

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Tom Randall @tsrandall.bsky.social · 06/03/2024

Electric-vehicle options with 300+ miles of range jumped to 30 models at the start of 2024. And there's another 20 set to go on sale later in the year. The *average* range of an EV sold in the US last year was higher than that of any vehicle in the world 8 years ago. gift link: bloom.bg/434LlZu

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Tom Randall @tsrandall.bsky.social · 26/10/2023

No worries! The urban/rural divide is interesting — and complicated. I lived on a remote ranch for a while during the pre-EV age and would have loved a vehicle that could charge at home rather than a gas station 30 mins away. Now I live in NYC and don't own an EV because charging is really tough.

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Tom Randall @tsrandall.bsky.social · 26/10/2023

I also examined the correlation between EV ownership and urbanicity, income, and truck ownership by state. Partisanship was a far more significant factor. Rural public chargers are definitely lacking, but so are chargers in very dense cities like NYC, where most drivers street park.

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Tom Randall @tsrandall.bsky.social · 26/10/2023

EV ownership is deeply tied to voting behavior in the US. For every 10 percentage-point increase in Biden's 2020 vote share, the concentration of EVs is roughly 50% higher. bloom.bg/3tNP9AP

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Tom Randall @tsrandall.bsky.social · 09/06/2023

Right. "Everyone else entrusting their fleets to a rival..." is exactly what we're seeing now with these Tesla NACS deals, which F and GM will be building into their fleets. I'm suggesting that at this point it would be in everyone's interest to work toward an open NACS standard.

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Tom Randall @tsrandall.bsky.social · 09/06/2023

Seems like it would be in everyone's interest to make NACS the official standard — including for charger operators like EVgo and Electrify America. Why continue to build CCS stations with a narrowing market of cars equipped to use them?

bloomberg.com

Tesla's GM Deal Is Good for EVs and Bad for EV Charger Firms

Companies including EVgo face an existential crisis as more agreements are struck between the big automakers.

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Tom Randall @tsrandall.bsky.social · 09/06/2023

The US has effectively adopted Tesla's NACS charger as its EV standard, after deals with Ford and GM. There were already more than twice as many NACS vehicles on the road in the US and twice as many NACS high-speed chargers installed.

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Tom Randall @tsrandall.bsky.social · 07/06/2023

This our view of Central Park from four blocks away.

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