Monday, 9 January 2017

Electric rEVolution One Pickup Truck At A Time: Ford Says EVs Will Overtake Gas Cars In 15 Years.

ElectTrek reports that Ford is moving finally full ahead into the electric future. Tesla is already working on its own electric pickup truck and whoever will succeed in this market will make "Made in America" cars great again, this time electric.

Iconic F-150 will make Electric rEvolution happening very fast among millions of small business owners across the world. I would definitely recommend Ford to skip the hybrids line altogether and move full electric. SUV with 300 miles range sounds really great and Mustang going electric will be a great advertisement of Ford moving into the 21st century.

As your remember, electric cars are just moving over 1% in sales into the exponential stage of their adoption S-curve. It is quite surprising, but the majority of Americans are still not really aware of electric cars. Ford can change this situation very fast now. We are talking here about all cars being electric very soon and Ford's 15-year timeframe sounds about right. It is the question how to stay relevant now and who will survive the coming tide of electrification. Elon Musk at Tesla is doing a great job, but the Sun is rising in the East first and China is rising very fast now ...

Asymmetric Warfare And China's New Energy Plan: Strong Lithium Price Signs For 2017 Show Real Demand Story.

Andy from Benchmark Minerals connects the dots in our Lithium Chronicles with his report from the ground of Tne Next Industrial rEVolution. I will draw for you a sketch why it is all about Power now. 

It is all about Power, as usual, New Rising Power this time. For the whole 20th century Power meant Oil and Oil meant Power, the Kingdoms were built literally out of the sand, if you had enough blood spilled to get Oil running from the ground in the deserts - millions of people are still sacrificed just in order to get that stuff, ship it and burn ...

But not for long now, The Oil Party is over - hangover will be very brutal and afterparty is already sobering at least and more disruption is coming. Now Solar is the cheapest source of Energy and now we can store Electricity - the most efficient form of Energy known to us. Lithium is the magic metal at the very heart of this Energy rEVolution. 

Steve Jobs gave you all your music at your fingertips available to you at any time. Elon Musk and a lot of others you have never heard about will give you all your Power when you want it. We are talking about Energy Storage and Computers on Wheels.Electric Car is the device you are looking for. You have to read next twenty minutes which will change next twenty years of your life. Go and test drive Tesla today, you will never ask me again what is the Power. Then come back and I will tell you why Lithium Will Power Us For The Next 50 Years And Then Robots.

Now we have to make millions of electric cars and sell them very fast. The Switch is ready and coming. We are talking here about the disruption of $12 Trillion industries: $8 Trillion Energy and Utilities and $4 Trillion Transportation. The Sun is coming out every day so far, now we can convert it into Energy and Store It. Tony Seba is talking about $1 per day as a cost of Energy Storage enough to power average house in America very soon. An average cost of transition of Electricity in the U.S. is 5 cents per kWh. Now Solar is cheaper to generate electricity than the cost of its transmission from anywhere. It means that Solar Panels on your roof financed together with your House will have cheaper Power Source than anything which is not built on your rooftop. Utilities already know what is coming, just look at Florida Solar fight. We are talking total obliteration here and Trillions of dollars in stranded assets. Elon Musk is adding fire talking about his Solar Roof which will be cheaper than a normal roof and generate electricity.  

Tony Seba is talking about parking lots in the U.S. If we cover them all with Solar Panels we will have enough electricity to power all the U.S. We need just 10% of all parking space covered with Solar Panels to Power all cars in the U.S. when they will be all electric!
"Tony Seba: Solar today is 1% of total Energy generation in the world.Solar generation now is 200 times cheaper than in 70s. Solar is technology and the price of Energy generation will go down. Cost of Lithium batteries is going down 16% every year. By 2020 the average household in America will be able to store energy for 1 day for $1.  Fossil Fuels get $5 Trillion in subsidies all around the world with all market being $8 Trillion. By 2025 all new vehicles will be electric. Transportation is 80% of Oil usage. If Solar continues to double every two years, we will have all the U.S. powered by Solar in 14 years. All the energy used in the US can be generated by Solar today in the space equal to a square 100 miles by 100 miles, which is 10,000 sq miles. Today Oil and Gas produces 30% of the U.S. energy and uses 15 times more space in leases. In the U.S. we have 15,000 sq miles in parking space. Solar canopies on all parking spaces in the US can generate all energy for the U.S. When all cars in the U.S. will be electric, we need only 10% of all parking space to generate enough energy by Solar to power them for 1 year." Read more.

I am talking here about unleashed Energy when 25 companies are making 51 models of electric cars in China already. I am talking about Pay As You Go. You buy Solar System including Energy Storage and Electric Car. You pay quarterly. In the beginning, you pay more - in 3-5 years you have the best car for the price (best of any cars for that price, not just being electric) and you pay less than your energy bills now and cost of ICE car ownership including wear and tear and gas bills. Done. We are getting there very fast now.

Chrismas dreams and cheer? Yes, but we have China with its 50 years Plan for the New Power in place moving very fast in the same direction.  Maybe you have missed it so far ... they have divided it in 10 Five Year Plans... China is the largest electric cars market (Checked), BYD with Warren Buffett's stake is the largest EVs maker in the world (Checked), China is the largest "lithium battery grade chemicals" producer (Checked), China is installing every single hour a football pitch size of new Solar Generation System and one major Wind Turbin (In Progress).

You saw that War in the headline - there is no need for any anymore now ... but so many will push you into it. Empires have never come down easy. The vacuum is filled with uncertainty first and later with the those who dare to challenge the status quo. You can never rehearse the reality, let's just start with you and your family. Go and test drive Tesla first. Then come back and we will talk - your kids deserve better and it is coming. Read more."


Ford is making a big announcement in electrification today. CEO Mark Field confirmed several new models will receive electric drivetrain options, including its flagship F-150 pickup truck that will double as an on-site generator. In 2015, Ford announced a $4.5 billion investment in electric vehicles in order to introduce 13 new models.
Today, it confirmed 7 of those 13 new models and the list will surprise a few: a new all-electric SUV with “at least” 300 miles of range, a hybrid F-150 and a hybrid Mustang, a Transit Custom plug-in hybrid and 2 new electric police vehicles. ..."

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