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Justin Guay @guayjg.bsky.social · 7d

Battery price go down

Justin Guay @guayjg.bsky.social · 7d

'The median price for a model year (MY) 2025 Class 8 battery-electric tractor in the US is around $440,000 in real 2024 dollars, compared to less than $100,000 for an equivalent model in China' 😏

www.bnef.com/shorts/t3727...

Higher Tariffs Further Limit US Electric Truck Offerings

Electric heavy trucks are four times as expensive as in China Below 100 heavy e-truck models for sale in the US, behind EU

www.bnef.com

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Justin Guay @guayjg.bsky.social · 11d

Make it a bumper sticker, make it a shirt and I'll where it all the time

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Justin Guay @guayjg.bsky.social · 11d

'We predict explosive, unprecedented growth in that tiny yellow sliver in two decades. Until then, just chill. We don't got this, but we will get it, sometime'

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Justin Guay @guayjg.bsky.social · 11d

Thank God China doesn't listen to energy twitter nuke bros

Just Thank God

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Justin Guay @guayjg.bsky.social · 11d

And this is post abundance pilled Newsom

news.bloomberglaw.com/health-law-a...

Malibu Homebuilding Stalls as Just Two Permits Given After Fires

Of the thousands of residents needing to rebuild after this year’s California wildfires, Andy Weyman would seem especially well positioned. The TV and stage director had remodeled his Malibu home just...

news.bloomberglaw.com

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Justin Guay @guayjg.bsky.social · 11d

It's 2025, if your political strategy involves the words 'ad buy' you should quit and never return

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Justin Guay @guayjg.bsky.social · 11d

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Justin Guay @guayjg.bsky.social · 11d

Musk drops hundreds of millions to buy the election, gain unprecedented power, then squander it

Tesla now meagerly submitting public comments to EPA begging them to not gut clean air rules, the lifeblood of their profits, that will likely now be gutted

So 2025

www.bloomberg.com/news/article...

Tesla Urges US to Keep Emissions Rules Meant to Boost EV Sales

Tesla Inc. urged US environmental regulators to maintain ambitious tailpipe emissions standards that were put in place to push the industry to sell electric vehicles in larger numbers.

www.bloomberg.com

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Justin Guay @guayjg.bsky.social · 11d

The other nugget - the fact that most countries, especially developing, will have cars and oil as top 5 import cost drivers

In an electric world that bill is cut in half with foreign reserves, geopolitical exposure, and public finances shored up to boot

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Justin Guay @guayjg.bsky.social · 11d

‘For the transition beyond oil to electric cars economics and technology are not destiny. People matter’

Worth listening to @akshatrathi.bsky.social and Colin from BNEF on the silent EV revolution in the developing world 👇

podcasts.apple.com/us/podcast/z...

The extraordinary rise of electric cars in developing countries

Podcast Episode · Zero: The Climate Race · 09/25/2025 · 37m

podcasts.apple.com

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Justin Guay @guayjg.bsky.social · 12d

It’s Japan, Europe, US, China that have the big manufacturers

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Justin Guay @guayjg.bsky.social · 12d

Trust me, I hate it

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Justin Guay @guayjg.bsky.social · 12d

It’s not to say China and rest of Asia have no presence it’s just no where near the commanding 90% + share of other sectors

www.iea.org/commentaries...

Is a turnaround in sight for heat pump markets? – Analysis - IEA

Is a turnaround in sight for heat pump markets? - A commentary by Rafael Martinez-Gordon, Chiara Delmastro, Jianlan Dou

www.iea.org

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Justin Guay @guayjg.bsky.social · 12d

If you’re progressive, pro climate, pro science and pro life on earth you are now pro geoengineering research

It feels icky, it really sucks, but it’s where we are

Time to put our big kid pants on because we’re in for a wild ride 😬

heatmap.news/am/governmen...

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Justin Guay @guayjg.bsky.social · 12d

China dominates just about every core clean tech sector you can imagine

But not heatpumps, no not heatpumps 🤔

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Justin Guay @guayjg.bsky.social · 15d

Every year the Sierra Club grades US utilities transition to clean energy

This year was the worst grades since they began tracking

Worse, the amount of new gas plants utilities are planning has more than doubled

www.canarymedia.com/articles/uti...

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Reposted by Justin Guay

Sun Day @sundayofaction.bsky.social · 17d

TODAY is Sun Day! ✴️ Thousands of people are coming together at 469 events across the U.S. and beyond to celebrate the power of clean energy. Today shines a bright light on the future that we all want - a cleaner, fairer, future for all. ☀️ Join an event near you today: sunday.earth

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Justin Guay @guayjg.bsky.social · 19d

New gas plants jumped 50% in price in 2023

They take 2-5x the time to build compared to clean energy

An energy strategy reliant on gas is too risky, too expensive, too dumb

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Reposted by Justin Guay

Michael E. Mann @michaelemann.bsky.social · 20d

Franklin uttered the phrase on this very date (September 17), the last day of the Constitutional Convention, in 1787

Michael E. Mann @michaelemann.bsky.social · 20d

"A republic, if you can keep it"

-- Benjamin Franklin

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Justin Guay @guayjg.bsky.social · 19d

@dave.bzky.team I just spent 3 minutes scrolling your feed trying to get your reaction to this CA ⚡️ price leg bomb and I can’t find anything

I demand my time back

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Justin Guay @guayjg.bsky.social · 19d

!!!

Justin Guay @guayjg.bsky.social · 19d

It only took the gutting of climate laws, the tripling of car prices, and an affordability crisis but automakers are finally trying to build cheap electric trucks

Better late than never fellas

news.bloombergtax.com/daily-tax-re...

Carmakers Bet on Cheap Electric Trucks to Offset Tax-Credit End

With President Donald Trump’s tax bill killing EV incentives at the end of the month, the push for a sub-$30,000 vehicle that runs on electrons may help buttress the projected dip in sales.

news.bloombergtax.com

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Justin Guay @guayjg.bsky.social · 19d

You might not have known there was an African climate week in Addis Ababa, or that there will be an Asian climate week in Bangkok, but you should get wise

The action is no longer just in the West 👀

www.e3g.org/news/africa-...

Africa steps up: outcomes from the second Africa Climate Summit, and Climate Week 2, 2025

Africa reaffirmed its climate leadership at Climate Week 2 and the Africa Climate Summit, calling for finance, unity, and global recognition.

www.e3g.org

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Justin Guay @guayjg.bsky.social · 20d

Despite all the net zero pledges, all the marketing, researchers found only 2% of companies had aligned their capital investment with their net zero goal

As they say, money talks and it’s speaking volumes

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