Peter Zeihan

So nukes, yeah, nukes would work for that.

It's electricity.

It's really simple.

Electricity is easy to generate.

It's kind of squirrely to transmit.

And it's almost impossible to store in an economically viable manner.

You need a supply chain that is among the most sophisticated that humanity has ever produced, that produces and processes a dozen major elements.

And in order to do the transition, the United States under the Biden administration said that it wanted to get to a majority EV situation in less than 25 years.

We would need every scrap of lithium and copper and molybdenum and tantalum and graphite and all the rest from the entire planet and no one else could have any at all.

Just to do EVs just here.

So no, it was always fucking moronic.

That, and the cost that's attached to it, is onerous.

So of course, if you have to pay for it all yourself, sales are basically dropping to zero.

Tesla, Musk, talked a good game.

Not viable economically, not viable geopolitically, and we don't have the processing materials here in the United States to do it anyway.

For Tesla at this moment, as we understand physical chemistry, yes.

There's nothing viable at Tesla.

There's very little that's viable at EV writ large anyway.

even before you consider the cost of the supporting infrastructure build-out, which is a couple of trillion dollars on top of everything else.

Just the vehicles don't do what they have been advertised to do.