[ExI] evs again

Wed Nov 12 02:14:36 UTC 2025

Well damn.  This is a disappointment, so far.  For some time, I have
recognized the enormous profit potential in building out electric power
generation and distribution in California.  Reasoning: we have a huge
population accustomed to paying absurd prices for power, and ideal climate
conditions for EVs, along with a general awareness that soon there will
likely be a dramatic increase in demand for power to run god (the superhuman
intelligence running on jillions of power-hungry Nvidea processors.)  We
will need a lotta power to keep that guy (those guys?) going.  

That was much of my motive for going to Moss Landing Sunday: to look over
the facility where they had the battery fire in January, assess what growth
potential they have at the site, what environmental sensitivities, anything
that could interfere with my making a buttload investing on the growth
potential of that particular site.

Another element of my investment strategy has to do with EVs.  To understand
the growth potential of that market, one must divide the EV world into two
categories: Musk and Not Musk cars.  Most of the EVs are Muskmobiles, and he
already has his charging infrastructure built out (has been for at least
five years.)

I estimate about a quarter of the EVs around here are nonMusk, so I am
estimating market growth by watching nonMusk charging stations build rate,
such as this one a short distance from my home (I walk past it twice a day.)
This station was started in Feb 2020, but was halted because of covid.  It
switched on yesterday.  OK then.  Took close to six damn years to compete,
but that might be a special case, since covid might have delayed it a coupla
years.  So. four years.

This one is ideally located: a major freeway access ramp is about 200 meters
away, an artery with lots of traffic 24/7.  Today was a national holiday
(Veterans Day) so there was pleeeeeenty of traffic, commuters and
vacationers.  The station alerts the cars via radio signal, so it was
advertising itself, starting about early afternoon yesterday.  I just walked
by there.  Twelve high speed ports, 16 standard ports, zero customers.
Damn.

OK no worries, perhaps business will pick up.  Hope so.

But this has me a little spooked.  If business doesn't pick up soon at this
place, an ideal location in so many ways, I will be reluctant to bet on that
Moss Landing battery site.

This is a bad thing, for I was hoping the EV market would take off like a
nuclear rocket.  Reasoning: compared to processors and data centers, the
electric power demand of a car (or one of Musk's absurd cyber trucks) is
huge.  We can run a looooootta lotta processors with the power savings from
some yahoo torching a single Tesla dealership.  (Not ME yahoo torching it, I
mean Telsa dealerships torched by some other yahoo, a political actor,
insane with rage about Elon telling us the truth about the Federal budget.)
Just one massive EV car dealership fire would free up sufficient electric
energy to power god for a while, methinks.  If I am invested in electric
power infrastructure, I could make good money.

Thoughts welcome.

spike

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