Comments by "Echo Sierra" (@SignalCorps1) on "Zeihan on Geopolitics"
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@rick67hou Do you really believe the nonsense you’re writing? Tesla sells about 50,000 cars per month, while Stellantis, Ford and GM sell about 120,000, 177,000 and 215,000 cars per month, respectively, in 2022. I used to work for Tesla and they’re a great company, but they are a niche manufacturer are nowhere near the big 3 in volume. Also if you’re one of those dreamers that think the US will have a 100% electrified fleet in the next 20 years, you’re going to be very disappointed. The US will not have over 25% EVs over the next 40 years. Its not a function of the EV product, but rather that the infrastructure and raw materials don’t and won’t exist to get there. The future of the US car industry is in ICE/EV hybrids, not EVs. Sorry to burst your bubble, but the data an math takes precedents over ideology.
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@Group.B mate, you might have lived in Texas, but its clear that you’re not up to speed on the current economics or long term outlook. Yes, property prices have surged in Texas, particularly in Austin and Dallas, and yes prices will pull back over the next few years in those markets, but long term Texas is nothing like NY or NYC. Texas will overtake CA as the most populated stated by 2040. It is very well balanced between energy, agriculture, high-tech, manufacturing, and financial services. Texas is also managed much better than NY or NYC. Texas is also one of the youngest states in the union and doesn’t have the massive demographic problem that NY/NYC does
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@wyominghome4857 Yes, that is true. I live in a small town now, but grew up in the Bay Area and lived in Austin, Houston, Chicago, Tokyo, Singapore, Hong Kong, Sydney, Bangkok, and Jakarta. I am one of those well traveled, well versed, and previously well heeled folks that is now very happy in a small. It wouldn’t have fit my level of energy and desire to see the world as a younger man, but is perfect now.
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@danielhouse1053 you don’t understand the business. As an engineer, I’ve worked for a very very big AV company (hint, hint) in their battery in solar group and a new battery is not right around the corner, but even if it was, that’s not the issue. It’s also not a matter of the big three diving into EV, however, Ford and GM have just publicly announced they’re backing away from their EV commitments as a means to appease the UAW strikers. The real issue is the grid, charging stations, and raw materials. The grid and a national network of charging stations is decades and trillions of dollars away, and at this time there is no bridge to cover the shortfall in raw materials. EV sales are beginning to slow down, because most people that want them and can afford them, already have them. As the economy continues to get worse for the next few years, this is going to put downward pressure on the EV sales. In any case, you don’t have to believe me, and I could be wrong, but time will tell.
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I appreciate Peter‘s commentary, however, he views the world through rose-colored glasses when it comes to the competency and effectiveness of the US government. If this was even remotely the case, Trump‘s would have made very different cabinet picks, but the US is gov’t is broken, bloated, and spending itself into oblivion. Trump’s picks are not there to get along with the status queue, but instead to disrupt it. To do this, you have to select people from the outside This is done all the time in corporations. A hatchet man is brought in when companies become inefficient, uncompetitive and are at risk of bankruptcy. This has never happened to the US gov’t and is very badly needed. This is far more important than getting cabinet picks that are familiar with the current people, processes and other elements of the establishment.
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@xtremezoe I agree with your comment, but I also stand be mine. America is blessed almost beyond comprehension and for that reason America’s starting point is far beyond that of Nigeria. Additionally we have had exceptional government for long stretches of our history, however, for the past several election cycles corruption, nepotism, graft, wastefulness, and fraud has been seeping into the government at all levels at an alarming rate rate. Our leaders have become lazy, under-qualified, and entitled. I was an expat in Third World countries for over 15 years, so I’ve seen how poorly citizens fair in those circumstances under bad leadership and I want above all things for America to avoid that type of future. Keep in mind, Rome and Greece were once empires, and now neither Italy nor Greece can pay their bills, both have failing economies and have become sideshows on the world stage.
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@akitadog01 That’s awesome. There are definitely places where you can lower the price of electricity with solar, like CA, HI, and others, however this is a function of market prices, not costs. Some states have very expensive grid electricity and solar panels are currently subsidized. I’m an engineer in the industry and while I’m a fan of solar and wind in the right place for the right applications, the costs for input, manufacturing, maintenance, disposal, etc. are still higher than fossil fuel generated electricity unless these technologies are deployed in certain areas. For instance solar panel efficiency is a function latitude, altitude, humidity, air particulates, and other factors. Glad to hear you’re saving money.
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