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Comment Re:Not surprising, and nothing to worry (Score 3, Insightful) 310

Once battery plants are running in the USA the outlook will improve. Costs will be lower and old NMC chemistries will be replaced. First LFP and later sodium, LMR, and eventually solid state batteries will dramatically change the EV landscape. The USA is a few years behind the state of the art so basing trends on currently available EVs misses the point.

Comment Marginal costs (Score 1) 54

The marginal costs of adding AI and bitcoin to the grid are significantly higher than the average cost. Data centers want to spread their high marginal cost out by raising the average rate. It is totally fair for them to pay at least the marginal cost if not to require them to build their own green power source. It's also fair to raise rates only for commercial customers or just ban them if commerce does not want to take the hit.

Comment Re:The Real Questions. (Score 2) 180

So far all EV fires have been in NMC batteries combined with poor battery management. Hybrids catch fire more than EVs for the same reason. eBikes built by armatures are notorious for NMC fires. LFP batteries solve the fire problem and cost less.

Generalizing fire safety to all EVs is FUD. The experience in the USA is negative since to date there are very few EVs with LFP batteries. NMC batteries use old technology and will go away as better chemistries go into production.

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