Thank you, Sophie! Not done with the piece yet, had to stop to comment 10/10 would pay to support your level of depth and quality of research. Can you start a chat / are you on IB?
Electricity itself is part of the supply chain. One day, we'll all be invested in fusion. It's just a question of when. A front-runner, entirely IMHO: Helion Energy, which has stated its expectation of being net-positive (electrical...a big deal) in 2024. Will they hit it? We'll see...but their approach is quite interesting/promising.
Even brand-new Chinese cars already have malfunctioning parts and issues with the circuit boards of components. Why? Because it's far more cost-effective than incorporating a compensator. Sure, they function when you purchase them. But anyone familiar with the industry knows that there's a vast temperature variance (-50°C to 170°C on the surface level). This leads to thermal expansion and contraction - and without a compensator, connections simply break. The rest is just physics operating behind the scenes. While China's manufacturers are ascending, one must question at what expense. The long-term quality of many components remains dubious. I believe they will face a significant warranty and goodwill cost issue. I guess their strategy is this. Gain market share at all cost and worry about the consequences later. The question is - what happens earlier.
Excellent piece, i have one remark though. Did the thought ever cross your mind that the EV transition or electrification so to say will fail either completely or the time table will be pushed out by 20+ years ?
Great read Sophie, really enjoyable
Very detailed, appreciate how this piece and the telecom one had a nice masterlist of companies
Thank you, Sophie! Not done with the piece yet, had to stop to comment 10/10 would pay to support your level of depth and quality of research. Can you start a chat / are you on IB?
Electricity itself is part of the supply chain. One day, we'll all be invested in fusion. It's just a question of when. A front-runner, entirely IMHO: Helion Energy, which has stated its expectation of being net-positive (electrical...a big deal) in 2024. Will they hit it? We'll see...but their approach is quite interesting/promising.
Even brand-new Chinese cars already have malfunctioning parts and issues with the circuit boards of components. Why? Because it's far more cost-effective than incorporating a compensator. Sure, they function when you purchase them. But anyone familiar with the industry knows that there's a vast temperature variance (-50°C to 170°C on the surface level). This leads to thermal expansion and contraction - and without a compensator, connections simply break. The rest is just physics operating behind the scenes. While China's manufacturers are ascending, one must question at what expense. The long-term quality of many components remains dubious. I believe they will face a significant warranty and goodwill cost issue. I guess their strategy is this. Gain market share at all cost and worry about the consequences later. The question is - what happens earlier.
Excellent piece, i have one remark though. Did the thought ever cross your mind that the EV transition or electrification so to say will fail either completely or the time table will be pushed out by 20+ years ?