Everyone has a view on Elon Musk, he’s hard to ignore. But I do like the description of him by Charlie Munger as “gifted but weird”. Charlie has earned the right to his views as it was him who suggested to Warren Buffet that he invest in $232m in a then unknown Chinese battery company … Read More
This week Tesla announced price cuts of about 20% on most of its vehicles in the US and European markets. As usual with anything to do with this company views on the ramifications of this move are highly polarised. The Tesla bears proclaim that this is a sign of fundmental weakness at the company and … Read More
COP27 continues to debate the EU’s late arriving proposal on a loss and damage fund, so we shall have to wait on that, the most important decision at this year’s summit. In the meantime the UK’s Autumn statement is with us, and with it the expected windfall tax on electricity generators. General consensus seems to … Read More
I return this week to a material that gets airtime every now and then: Thorium. The world might be a very different place if thorium was chosen rather than uranium to power nuclear reactors. I was led to believe that it was pressure from the military that swung the argument in favour of uranium, as … Read More
Quick reminder to the Government: Cop26 is only 9 months away. The Budget was an obvious opportunity to bang the drum and show off new carbon abatement strategies, but it hardly demonstrated any strategies at all. Disappointing. Company news UBS analyst gives thumbs up to VW ID.3 – compares well with TeslaA teardown of Volkswagen … Read More
When day comes, we step out of the shade, aflame and unafraid.The new dawn blooms as we free it.For there is always light,if only we’re brave enough to see it.If only we’re brave enough to be it. Amanda Gorman said it all at the inauguration. Despite all the piss and wind of the Trump years … Read More
BEIS now predicts that the LCOE of offshore wind will be a mere £57/MWh by 2025. Incredible. Company news British Gas buys failing supplier Robin Hood Energy’s customer baseThe failing supplier, run by Nottingham City Council, has reportedly made around 230 staff redundant.The deal will see 112,000 residential customers, and 2,600 business customers across 10,000 … Read More
