While I was in Australia, I caught up with everyone's favorite electrification guru to talk about the Inflation Reduction Act, Australia's possible counterpart, the country's wildly cheap rooftop solar, its future exports of green iron ore, and much else. Turns out he's still really smart!
If you're looking for new topics, the Audubon society just put out a great report on minimizing bird impacts while building out the transmission grid.
David it's interesting you mention big EVs and trucks as a bad trend and the Japanese K cars as alternatives. Really wondering why you never say anything about Aptera. Super light, aerodynamic, has half the battery of a Tesla model 3 but will get 400 miles ranges and will provide up to 40 miles of solar charging a day. Sure it's not in production yet but you have podcasts all the time about technology that hasn't made it to production. With significant uptake the Aptera could significantly reduce electricity demand from the passenger vehicle sector.
I was very excited when he casually spoke as if green steel were certain, even imminent. I went with great hopes to the web sites of hi-met and Boston Metals and found both were in the earliest stages of making anything work at all.
Which in turn made me wonder about the rest of his story.
Great episode. But crazy to give Manchin a pass. Quid pro quo with the Mountain Valley Pipeline... only reason he was on board for IRA.