Tom Randall @tsrandall
Senior reporter covering the future of transportation+energy at Bloomberg @business. Opinions are, too often, my own. bloomberg.com New York, NY Joined May 2009-
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NEWS: Tesla cut its 40 person US growth content team last night, including Alex Ingram who started building the team out ~4 months ago. This was part of Musk's early move on traditional advertising and placing $TSLA content on other platforms/here on X. Story @TheTerminal, coming…
A battery recycling plant that is 100% electric powered, uses no local water, and is cheaper than mining the metals. Leading the world, worth knowing about: bloomberg.com/news/features/…
Absolutely essential read from @tsrandall about the incredible battery recycling efforts of Tesla co-founder JB Straubel's @RedwoodMat, the awesome progress the company is making, and how it could help transform America's domestic EV supply chain: bloomberg.com/news/features/…
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This is pretty interesting in light of yesterday's post. There's an inverse correlation between the left-wingness of the colleges in each region and growth in applications. x.com/dkthomp/status…
before the pandemic, new england colleges had more than 2x more applicants than southwestern colleges. at current trajectories, southwestern college applicants will surpass new england in two years.
An incredible 93% of new car sales 🚙 in Norway 🇳🇴 are electric 🔋 Cc: @OurWorldInData @MaxCRoser
@SawyerMerritt Remember the "EVs are too heavy" criticism? Model 3 Performance and BMW M3 are actually on par!
@tsrandall Fantastic piece in Bloomberg today. Flies against the current consensus
"...recycling batteries used 79% less energy and resulted in 55% fewer CO2 emissions compared to traditional refining. Additional savings come from keeping the recycling supply chain local compared to the globe-circling refining process for freshly extracted minerals."
Battery recycling shatters the myth of electric-vehicle waste. The upfront emissions from making a battery are paid back after driving just 15,000 miles.
⚡️♻️🎤 … 🧵👇 FYI: 15,000 miles it’s considered a typical year of driving by EPA. ie: environmental impact is minimal in short term, very positive in long term.
Battery recycling shatters the myth of electric-vehicle waste. The upfront emissions from making a battery are paid back after driving just 15,000 miles.
I think the market reacting positively because: 1. Elon guided for YoY growth in auto. 2. New vehicle development has been accelerated and will use existing production line/capacity. 3. Auto margin surprised up and the trend is good. 4. Energy margin is very good and guide was…
@tsrandall Ahahah, you got a point there. Im assuming tesla does not want to open the game regarding exactly what models to avoid osbornes. I also believe first will be model Y with very big differences, like 48V and steer by wire.
Need a reason to feel optimistic about the EV supply chain on this Earth Day? Make sure to check out this great @tsrandall piece on @RedwoodMat, featuring good analysis from @AndyLeachBatt. Early data from Redwood is impressive, but a long way to go: bloomberg.com/news/features/…
This week marks one year since my mom got a lung transplant that saved her life. She survived near death, a harrowing stint sedated in critical condition and a long wait of five months on a ventilator in a hospital ICU before the surgery that eventually brought her home.
@tsrandall And then there is Q1, in which the data has finally caught up with the "vibes" of a slowdown. Sales are still up year over year, but it's worth noting this is the first quarter to show an absolute decrease since the beginning of the pandemic nytimes.com/2024/04/15/bus…
@tsrandall's work on how the US is lagging behind on the S-curve.
This thread is about one firm’s incredible approach to recycling EV batteries. Must read.
A key invention is the RC1, the machine that eats the machine. A giant rotating tunnel slow-cooks batteries at ~300C. It uses almost no energy—a self-perpetuating release from the cooked batteries. No oxygen, no fire, no waste. Gases are trapped & made into industrial products 5/
@RedwoodMat Battery recycling is growing nicely! Well worth a read of this excellent 🧵Hope to see a ‘closed loop system’ of recycling over the coming decades
Tesla co-founder JB Straubel has built an EV-battery colossus in the scrublands of Nevada. He spent the day giving me the first look at everything @RedwoodMat has been building. It starts with *30 acres* of old batteries headed headed for recycling 🧵
A battery recycling plant that is 100% electric powered, uses no local water, and is cheaper than mining the metals. Leading the world, worth knowing about: bloomberg.com/news/features/…
Epic read on what @RedwoodMat is doing for the environment and future of sustainable energy.
Tesla co-founder JB Straubel has built an EV-battery colossus in the scrublands of Nevada. He spent the day giving me the first look at everything @RedwoodMat has been building. It starts with *30 acres* of old batteries headed headed for recycling 🧵
The Bloomberg article in this thread is well worth a read. The US battery industry is still at the very very beginning of its growth curve 🚀 Cc @drusenko @gustaf
Tesla co-founder JB Straubel has built an EV-battery colossus in the scrublands of Nevada. He spent the day giving me the first look at everything @RedwoodMat has been building. It starts with *30 acres* of old batteries headed headed for recycling 🧵
Great article from Tom. JB Straubel and Redwood Materials are paving the way for an incredible battery recycling future.
Redwood is currently recycling batteries at a rate of of 20 GWh/year. That's an extraordinary amount —more than some analysts thought would even be available in the US for a few more years. But it's just a shadow of what's to come 4/ bloomberg.com/news/features/…
@tsrandall @teslavangelist @RedwoodMat With HTML being as cheap as it is, I wonder if it makes sense to start having linked side articles for people who want even more information.
@tsrandall @teslavangelist @RedwoodMat where can one read the uncut
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