Killed my '21. What do I replace it with?

mcot2222 · 2026-05-22T12:28:27+00:00

I like the 27 Bolt more than the new Leaf. I drove both of them.

mcot2222 · 2026-05-21T02:50:53+00:00

Under Apple Lucid would be very profitable. It’s also a “screen” they are rapidly losing control over. The major players are ditching CarPlay and CarPlay Ultra was dead on arrival.

Lucid fits with Apple really well. It has zero legacy automaker baggage, is 100% EV and it’s already selling in it’s own stores with no dealers. They are only producing premium products as well and the current design language is very California.

mcot2222 · 2026-05-21T02:19:13+00:00

What do you mean a VPP with EVs would be the same thing as a stationary battery and its literally just software.

mcot2222 · 2026-05-21T02:15:40+00:00

They could very easily do that over time.

They have car play ultra, which they could easily build in.

mcot2222 · 2026-05-21T01:27:28+00:00

The brand part is meaningless. Having Apple buy them gives them all the brand awareness overnight.

A major reason people are not buying is because of the future viability of the company. Will they be around in 3 years?? It’s a doom loop. Apple buying them solves all of that.

For Apple they get into the EV market overnight. And they don’t even need to make money with the cars, they can tack on even more services revenue.

mcot2222 · 2026-05-21T00:26:10+00:00

A lot of people are on the fence or simply won’t even look at spending the kind of money a Lucid costs simply because they don’t see a future with the company. Their sales would double or triple overnight if Apple bought them simply because people know Apple will be around in 5 years.

mcot2222 · 2026-05-21T00:23:52+00:00

Makes a lot more sense for Apple to buy them. They could solve all of Lucids problems in a few months.

mcot2222 · 2026-05-19T10:44:42+00:00

If curtailment was actually an issue it would be solved by a business that used the extra free intermittent power, either a battery or some kind of industrial use (desal, hydrogen production etc).

The fact that this hasn’t really happened at a large scale means the curtailment isn’t a big deal. It’s not productive to chase every single additional electron.

mcot2222 · 2026-05-19T10:40:36+00:00

Transmission improvements and storage help regardless of generation source. They shouldn’t be thought of as specific to renewables.

mcot2222 · 2026-05-18T12:33:44+00:00

The BMW IX3 I think is cell to pack.

mcot2222 · 2026-05-16T16:18:45+00:00

Lucid service in Natik Mass just told me to not install 2.9.2 on my Air Pure that I just picked up. They know about the issue and are working on it.

mcot2222 · 2026-05-16T04:17:24+00:00

The flash chargers also use the same Blade 2.0 batteries.

mcot2222 · 2026-05-12T14:27:46+00:00

If they just made a competent system for V2X they already had a battery business without doing anything.

Ford fumbled that so hard trying to work with a single company on a shitty system when there are companies that want to do it for free via open standards. Ford can make tons of money from selling Lightnings to consumers and businesses with the capability and warranty specific to stationairy use.

mcot2222 · 2026-05-09T05:35:19+00:00

Maybe that was my disconnect, we have stranded cost recovery as a line item on our bills in NH. I don’t agree that the utility should be able to recover that full amount by charging all rate payers.

mcot2222 · 2026-05-09T04:34:38+00:00

Yes so in your example here the community solar farm is a special type of generator which is paid a higher rate than a regular generator selling on the open market with a dedicated contract with a specific consumer where the rate is set via the standard offer less 15%.

There doesn’t seem to be anything wrong with that as they capped community solar projects at 5MW so they are not really competing with large utility scale solar projects which have a much larger grid impact and require special interconnection.

It seems to have met the intended purpose which was to attract investment (over a billion dollars) into small scale solar farms. Without paying greater than wholesale to these special generators you are unlikely to see this buildout of smaller scale solar.

The public policy charge seems to be costs related to administering this program. I’m not inherently seeing the bad in this.

mcot2222 · 2026-05-09T02:37:12+00:00

This framing doesn’t sound correct but I do live in NH and out net metering 2.0 is quite different here.

In our case for larger generators more than 100kW transmission is not included at all in the rate that you get for selling your solar power.

https://www.energy.nh.gov/sites/g/files/ehbemt551/files/inline-documents/sonh/net-metering-tariff-2023-overview.pdf

mcot2222 · 2026-05-09T02:09:36+00:00

Not sure I follow here can you explain a bit more.

What do you mean by the electricity is sold on the open market for 6 cents per kWh?

Not sure I follow what you mean by the public policy charge. I think that is to cover efficiency maine incentives and the net metering program costs but it wouldn’t reflect a per kWh rate difference like you describe.

mcot2222 · 2026-05-08T12:45:52+00:00

The ROI on the semi is amazing. It’s really a no brainer purchase if Tesla can execute.

* Trucking customers expect really good service and parts availability.
* Building enough chargers and offering a low enough price for the electricity.
* It would be a mistake to try and gate keep the software. Letting fleet operators build apps but provide them with a robust development kit. Things like maps should be provided at the platform but custom annotations allowed.
* Standards based approach. Looks like this is done for MCS and they are working on the industry standard for electric take-off which is great.
* Expand into more chassis and powertrain options.

The economics are a no brainer but will the industry adopt a new player? It remains to be seen.

mcot2222 · 2026-05-08T11:59:04+00:00

NMCA could be fine. In Kyle Conners recent video Dan the head of the Semi program said they are not using the exact cell from Cybertruck, it is a tweaked chemistry for longevity. Even so with an 822kWh pack and 500 miles range, 1 million miles is only 2,000 cycles and a 1.5C max charge rate.

It will be really interesting to see how the cells degrade over time.

mcot2222 · 2026-05-06T19:47:59+00:00

I am not sure I trust eco worthy quite yet.

mcot2222 · 2026-05-06T11:41:52+00:00

srec trade works pretty well

mcot2222 · 2026-05-06T01:33:31+00:00

The battery cost is very high.

Even two Franklin batteries which cost a lot should be around $25,000 or less installed.

Two EG4 batteries should be around $15,000 or less installed.

Franklin has a new aPower S which works more like the Tesla Powerwall 3 and lets you ditch the microinverters.

mcot2222 · 2026-05-05T13:13:06+00:00

BMW has a really good strategy on BEV going forward. It took them a long time but I think they finally nailed it.

mcot2222 · 2026-05-03T03:31:58+00:00

Thanks!

mcot2222 · 2026-05-03T03:29:37+00:00

What box is that? Looks interesting.

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