No. But I'll ask the team to mash the data for version 1.1 or 2.0. Thanks.

Nice posh ceramic hobs are still unaffordable in large parts of the world. Cheap electric vans are now ubiquitous.

It will most likely be viable in small niches. For instance, where distributed hydrogen is legitimately needed in the economy (labs power generating equipment, food hydrogenation, biogas CO2 upgrading, etc), it may be cheaper to electrolyse locally than to transport it via tube trailers.

We've talked about this before. When I'm off on holiday with my family, I'm not prepared to add one iota of risk or complication. You need to stop preaching at me about when and where you would like me to pee. Each time you do, I swear I'll hang on to my 4.4 litre petrol XC90 for another year.

Or bullish if it turns out the US didn't have a plan.

Indeed. They suffer from the automotive equivalent of Dutch Disease. They have done so well making ICE-powered vehicles that they are economically locked-in, which blocks then from leading in EVs. Same with Japan.

I have just made a $250 donation to the GiveWell Top Charities fund, which helps fund Helen Keller International's Vitamin A Programme. It's a pleasure doing business with you!
www.givewell.org/charities/to...

Hi Michael, yes, you win. I was uncharacteristically sloppy: I would never expect 50% of the *fleet* to be electric in 7 years, from zero, as it takes ~14 years to turn over. Annoyingly, 50% of EU bus *sales* were electric last year, but Germany lags: www.transportenvironment.org/articles/hal...

None of that would matter if the oil price were $100/barrel.