Nathaniel William Horadam
@horadam.bsky.social
Mostly energy, supply chains, and transportation. Toto enthusiast. Still a MENA student at heart.
Onward, Rocinante!
Onward, Rocinante!
Pinned
April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...
Been thinking a lot on current EV market dynamics, and would like to flesh out things in a bit more depth soon, but while others use framing like “between two waves,” I think the shift is more substantial and multifaceted.
I like to think we’re in middle of EV 2.5.
🔌💡🔌🚗
I like to think we’re in middle of EV 2.5.
🔌💡🔌🚗
In which Mack Hogan at @insideevs.com spells out pretty much the exact same experience I've had with my 2024 Chevy Equinox EV after ~10 months.
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
I've Driven My 2024 Chevy Blazer EV For A Year. Here's How It Held Up In Real Life
After 14 months and thousands of miles, here's a real owner's perspective on the Chevrolet Blazer EV, Chevy's 279-mile electric crossover.
insideevs.com
November 25, 2025 at 5:48 PM
In which Mack Hogan at @insideevs.com spells out pretty much the exact same experience I've had with my 2024 Chevy Equinox EV after ~10 months.
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
GM did well for its first crop of mass market Ultium EVs, but has a lot of low-hanging fruit for its next generation.
🔌💡🔌🚗
insideevs.com/reviews/7799...
Having seen the response from OEMs in response to policy changes from the Trump Administration, I’m inclined to agree with Scaringe here.
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
Rivian’s CEO Says Losing The $7,500 EV Tax Credit Is A Win—Here’s Why
The change forced some legacy automakers to scale back their EV plans. That’s good news for Rivian.
insideevs.com
November 25, 2025 at 5:09 PM
Having seen the response from OEMs in response to policy changes from the Trump Administration, I’m inclined to agree with Scaringe here.
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
The EV tax credit’s end is particularly dangerous for Rivian’s most direct competitors, like Stellantis (Jeep) and Subaru.
🔌💡🔌🚗
insideevs.com/news/779955/...
Nonzero chance solar eclipses natural gas share of California’s electricity generation in 2026.
Update from EIA confirms a decline in natural gas use in California with 2025 data. www.eia.gov/todayinenerg...
November 25, 2025 at 3:23 PM
Nonzero chance solar eclipses natural gas share of California’s electricity generation in 2026.
I only regret I deleted all the astronaut warrior images I generated last summer when I was hopeful Harris would make the correct VP choice.
Because this is how we get an astronaut president.
Because this is how we get an astronaut president.
Hegseth is now threatening to recall Sen. Mark Kelly to active duty in order to court martial him.
November 25, 2025 at 2:12 AM
I only regret I deleted all the astronaut warrior images I generated last summer when I was hopeful Harris would make the correct VP choice.
Because this is how we get an astronaut president.
Because this is how we get an astronaut president.
While we’re on the topic of EV charging…
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
November 24, 2025 at 11:09 PM
While we’re on the topic of EV charging…
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
Georgia just announced its 2nd round of NEVI awards. Almost $25M in awards across the state. Keep it coming!
It’s time for a complete moratorium on building new data centers in Georgia.
🔌💡
www.ajc.com/business/202...
🔌💡
www.ajc.com/business/202...
Analysts warn Georgia Power bills will rise if PSC approves data center buildout
Analysts are warning Georgia Power's residential customers could see monthly bills jump $20 or more if state regulators approve the company's planned data center expansion.
www.ajc.com
November 24, 2025 at 10:34 PM
It’s time for a complete moratorium on building new data centers in Georgia.
🔌💡
www.ajc.com/business/202...
🔌💡
www.ajc.com/business/202...
Reposted by Nathaniel William Horadam
Meta’s data-center accounting gets the Jon Weil treatment:
It’s “financed with debt, and neither the data center nor the debt will be on its own balance sheet. That outcome looks too good to be true, and it probably is.”
@wsj.com $META
www.wsj.com/tech/meta-ai...
It’s “financed with debt, and neither the data center nor the debt will be on its own balance sheet. That outcome looks too good to be true, and it probably is.”
@wsj.com $META
www.wsj.com/tech/meta-ai...
November 24, 2025 at 10:59 AM
Meta’s data-center accounting gets the Jon Weil treatment:
It’s “financed with debt, and neither the data center nor the debt will be on its own balance sheet. That outcome looks too good to be true, and it probably is.”
@wsj.com $META
www.wsj.com/tech/meta-ai...
It’s “financed with debt, and neither the data center nor the debt will be on its own balance sheet. That outcome looks too good to be true, and it probably is.”
@wsj.com $META
www.wsj.com/tech/meta-ai...
I was only at the game for 2.5 quarters yesterday*, but what I witnessed may have been the single best performance by a Vandy player in my ~20 years of fandom.
500+ yards, 6 TDs
Pavia was truly the stuff of Heisman dreams. On to Tennessee!
*(it was already 38-3 and getting cold out)
500+ yards, 6 TDs
Pavia was truly the stuff of Heisman dreams. On to Tennessee!
*(it was already 38-3 and getting cold out)
From a sideline plea to a school record, Diego Pavia has Vanderbilt in position to steal CFP spot down the stretch.
Dores need help, but Pavia should at least have Heisman voters contemplating an invite to NYC
A win in Knoxville could lead to both #football www.outkick.com/sports/diego...
Dores need help, but Pavia should at least have Heisman voters contemplating an invite to NYC
A win in Knoxville could lead to both #football www.outkick.com/sports/diego...
Diego Pavia Deserves Heisman Invite After Record Breaking Day, As Vanderbilt Fights For CFP Spot
Vanderbilt QB Diego Pavia threw for 496 yards vs Kentucky, setting a school record and building a strong Heisman case as the Commodores chase the playoff.
www.outkick.com
November 23, 2025 at 2:38 PM
I was only at the game for 2.5 quarters yesterday*, but what I witnessed may have been the single best performance by a Vandy player in my ~20 years of fandom.
500+ yards, 6 TDs
Pavia was truly the stuff of Heisman dreams. On to Tennessee!
*(it was already 38-3 and getting cold out)
500+ yards, 6 TDs
Pavia was truly the stuff of Heisman dreams. On to Tennessee!
*(it was already 38-3 and getting cold out)
Build the statue. Just build the damn statue.
⚓️⬇️
⚓️⬇️
November 22, 2025 at 11:21 PM
Build the statue. Just build the damn statue.
⚓️⬇️
⚓️⬇️
Pa-vi-a!
Pa-vi-a!
⚓️⬇️
Pa-vi-a!
⚓️⬇️
November 22, 2025 at 6:59 PM
Pa-vi-a!
Pa-vi-a!
⚓️⬇️
Pa-vi-a!
⚓️⬇️
Dems have absolutely no shot at GA-14, but given Georgia’s special election procedures and almost-certain runoff, it’s hard to see that seat filled before May.
I don’t give serious odds to the TN seat flipping, but Mike Johnson is likely looking at a slim 219-214 majority from Feb-April.
I don’t give serious odds to the TN seat flipping, but Mike Johnson is likely looking at a slim 219-214 majority from Feb-April.
November 22, 2025 at 4:13 PM
Dems have absolutely no shot at GA-14, but given Georgia’s special election procedures and almost-certain runoff, it’s hard to see that seat filled before May.
I don’t give serious odds to the TN seat flipping, but Mike Johnson is likely looking at a slim 219-214 majority from Feb-April.
I don’t give serious odds to the TN seat flipping, but Mike Johnson is likely looking at a slim 219-214 majority from Feb-April.
"On an earnings call this month, the company, one of the big four meatpackers in the United States, said it expected operating losses between $400 million and $600 million on beef in the next fiscal year."
Trump take borger
www.nytimes.com/2025/11/21/b...
Trump take borger
www.nytimes.com/2025/11/21/b...
Tyson Foods to Shut Major Beef Facility in Nebraska
www.nytimes.com
November 22, 2025 at 2:38 PM
"On an earnings call this month, the company, one of the big four meatpackers in the United States, said it expected operating losses between $400 million and $600 million on beef in the next fiscal year."
Trump take borger
www.nytimes.com/2025/11/21/b...
Trump take borger
www.nytimes.com/2025/11/21/b...
Reposted by Nathaniel William Horadam
movie posters featuring the muppets: thread
November 22, 2025 at 1:49 PM
movie posters featuring the muppets: thread
Dear G-d why did I search for the thing
a close up of a cartoon character 's face with a purple eye
ALT: a close up of a cartoon character 's face with a purple eye
media.tenor.com
November 22, 2025 at 12:05 PM
Dear G-d why did I search for the thing
High likelihood that seat remains vacant until at least May. Johnson’s margin will shrink again.
BREAKING: Marjorie Taylor Greene says she's resigning from Congress — effective January 5, 2026.
November 22, 2025 at 1:16 AM
High likelihood that seat remains vacant until at least May. Johnson’s margin will shrink again.
The funny thing is the two of them will be at each other’s throats in short order, but all the meeting quotes and ensuing pundit freakouts from today will be resurfacing for months (maybe years) to come.
November 22, 2025 at 12:46 AM
The funny thing is the two of them will be at each other’s throats in short order, but all the meeting quotes and ensuing pundit freakouts from today will be resurfacing for months (maybe years) to come.
Reposted by Nathaniel William Horadam
this is your brain when your entire politics is just a set of aesthetics
November 21, 2025 at 11:04 PM
this is your brain when your entire politics is just a set of aesthetics
Watched this film earlier this year. It was quite a snapshot of that long bygone time and place, but definitely resonates as a parable of moral cowardice in desperation for career success.
‘Sweet Smell of Success’ is “a bleak and unsparing depiction of obeisance before power in a morally bankrupt culture,” @splicedpersonality.bsky.social writes: crookedmarquee.com/classic-corn...
November 22, 2025 at 12:40 AM
Watched this film earlier this year. It was quite a snapshot of that long bygone time and place, but definitely resonates as a parable of moral cowardice in desperation for career success.
Just got to Nashville. What’d I miss?
November 21, 2025 at 11:00 PM
Just got to Nashville. What’d I miss?
100% state of charge in the battery. Travel plan (mostly) set.
Off we go on the great 2025 Thanksgiving Southeast EV roadtrip!
You can follow along here for the next couple of weeks.
🔌💡🔌🚗
Off we go on the great 2025 Thanksgiving Southeast EV roadtrip!
You can follow along here for the next couple of weeks.
🔌💡🔌🚗
November 21, 2025 at 4:04 PM
100% state of charge in the battery. Travel plan (mostly) set.
Off we go on the great 2025 Thanksgiving Southeast EV roadtrip!
You can follow along here for the next couple of weeks.
🔌💡🔌🚗
Off we go on the great 2025 Thanksgiving Southeast EV roadtrip!
You can follow along here for the next couple of weeks.
🔌💡🔌🚗
Carceral urbanism FTW
call me a “carceral urbanist” or whatever but I think that the guy who stole copper out of the subway and fucked up millions of commutes should go to prison for a long long time
“MTA blames serial copper thief for hundreds of NYC subway delays” gothamist.com/news/mta-bla...
November 21, 2025 at 2:40 PM
Carceral urbanism FTW
Reposted by Nathaniel William Horadam
New from me on Route Zero: if you're only following EVs, or AVs, or charging, or batteries, you're missing the bigger picture about what's coming next in automotive. I call it The Convergence—but is it what drivers want?
Subscribe for free to read more!
www.routezeromedia.com/p/the-quiet-...
Subscribe for free to read more!
www.routezeromedia.com/p/the-quiet-...
The Quiet 'Convergence' That's Transforming the Auto Industry
How EVs, autonomous cars, AI and robotics are forming the next phase of the car industry. But is this what drivers really want?
www.routezeromedia.com
November 21, 2025 at 1:28 PM
New from me on Route Zero: if you're only following EVs, or AVs, or charging, or batteries, you're missing the bigger picture about what's coming next in automotive. I call it The Convergence—but is it what drivers want?
Subscribe for free to read more!
www.routezeromedia.com/p/the-quiet-...
Subscribe for free to read more!
www.routezeromedia.com/p/the-quiet-...
Since their respective October peaks.
Gold -7%
BTC -35%
Gold -7%
BTC -35%
November 21, 2025 at 11:44 AM
Since their respective October peaks.
Gold -7%
BTC -35%
Gold -7%
BTC -35%