By Paul Sankey
Published on September 22, 2020 at 9:15 AM
Today, on Tesla battery day, a quick look at electric car economics. Why are so few electric cars sold? Because they are more expensive. Why when the fuel economics are so over-powering, are so few taxis electric? Because electric cars take too long to fill for taxi drivers. Why does this matter? Because the single largest part of the world oil market is US gasoline. As shown below, the red balloon is North American gasoline, […]
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By Paul Sankey
Published on August 20, 2020 at 7:35 AM
The demand recovery is flopping around. Our contention is that we modelled COVID really well, by using the Diamond Princess model (published still on my Linkedin in March and now clipping 14.000 views), but we should have realised that in an election year, the Democrats would be incentivised to make COVID run into the election, and by the same token Republicans would be furiously trying to deny COVID is a big deal. Yesterday in NYC […]
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By Paul Sankey
Published on August 14, 2020 at 8:15 AM
I asked my Doctor when we could anticipate an end to the COVID epidemic. He said “I don’t know, I’m not really into politics.” A man has been charged with over-using commas. The judge told him to expect a really long sentence. Everyone says hippos are very dangerous, but in reality humans kill far more people every year. They are just being hippocritical. The Kamala Chameleon note got good response yesterday. I started writing the […]
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