Author | Lightnews

Rob Farago @robfarago.bsky.social · 2d

Since then profits are now much greater than regulatory credits. It must be nice when your ICE vehicle competitors end up paying a decent chunk of your profits, equivalent to around 24% of your capex costs.

EU emissions pools article here www.reuters.com/sustainabili...

Automakers pool with EV makers to avoid EU emissions fines

Automakers have formed alliances to help them avoid hefty European Union fines on carbon emissions by purchasing credits from electric vehicle companies.

www.reuters.com

Rob Farago @robfarago.bsky.social · 2d

Tesla EV myth #42 - regulatory credits are the only reason #Tesla is profitable. From 2014-2019 they were indeed greater than profits because there weren't any and they definitely helped keep the lights on.

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Rob Farago @robfarago.bsky.social · 3d

#Tesla is profitable (EBIT) at that scale, although their EV volumes and margins are declining, but it's been very hard for #Ford to scale up their EV sales over the last 4 years to turn a profit. Looking forward to new Ford EVs hitting our shores.

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Rob Farago @robfarago.bsky.social · 3d

In 2025 Tesla has sold 8.6x as many EVs as Ford Motor Company and received 11x the revenue (not counting regulatory credits, which is another story).

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Rob Farago @robfarago.bsky.social · 3d

#EV profit is hard. Ford has lost over $25K on every EV it's sold in 2025! Ford is losing less money than in 2024 though, and sales volumes are trending up.

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Reposted by Rob Farago

Grist @grist.org · 8d

How EVs can fix the grid and lower your electric bill.

A pilot project in Maryland is using EVs to create a cleaner, more resilient, and more affordable energy supply.

grist.org/solutions/ho...

#EV #Cars #Car #Transportation #Electricity

How EVs can fix the grid and lower your electric bill

A pilot project in Maryland is using EVs to create a cleaner, more resilient, and more affordable energy supply.

grist.org

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Rob Farago @robfarago.bsky.social · 7d

and singlet fission might make it to scale more quickly by simply improving on the silicon. www.acap.org.au/post/unsw-si...

Changing the rules: UNSW breakthrough opens door to silicon cells beyond 30% efficiency with singlet fission

A team from UNSW Sydney has published a major advance that could unlock a new generation of high-efficiency silicon solar cells – using singlet fission.

www.acap.org.au

Rob Farago @robfarago.bsky.social · 7d

subtropical australia is so much more solar friendly. although there is seasonality it still gives enough generation all year around

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Rob Farago @robfarago.bsky.social · 7d

This annual solar opinions thread is always insightful and also amusing.

Jenny Chase @solarchase.bsky.social · 8d

Time for 2025 updates to my annual “opinions about solar” thread. If you like these, you might like the second edition of my book, Solar Power Finance Without The Jargon. A 30% discount code WSQ0437 is valid on publisher website until end of November 2025.

www.worldscientific.com/worldscibook...

Solar Power Finance Without the Jargon

www.worldscientific.com

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