Gogoro: The Tesla of NOT TESLAS

Yeah, we’ve all heard “the Tesla of _____” get tossed out.  It’s usually hype, all hype.  You know what?  A scooter startup might actually resemble Tesla more, and not how most people would expect.  Bear with me now.

Gogoro kept mum ’til CES.  No one let on what was in progress, except to say energy.  They raised $150 million in seed money somehow- way more than Rimac Motors of course, and into aerospace territory.  Also, the founders are from Taiwan tech firm HTC (of phone fame); backer #1 is HTC’s Cher Wang.  This is like Tesla’s Elon Musk coming from Paypal.  So, some new kind of charger maybe?  Boy, were we wrong; Gogoro revealed they are, at first glance, a scooter company, yet not- they happen to have a scooter, and something else in progress.

Sure, other people are building electric scooters, not the least of which is BMW- that’s right, the ultimate scootering machines.  Gogoro’s ride is suitably phone-like; it has sleek, hard lines more like bizzaro furniture, and LEDs shimmering front and back.  No, Gogoro’s trick is not some vehicle, but a platform, and not for your boots.  Gogoro battery modules pull out of the chassis, and slot back to recharge in public kiosks.  Kiosks that will rent batteries to Gogoro riders, plus other customers they don’t say yet.  Who else do Gogoro plan on attracting?  Let’s speculate:gklcf

-The original scooter riders
-Other electric 2-wheelers
-Electric cars
-Other consumer electronics: Lawn care
-Other consumer electronics: Home hubs
-Grid backups and grid substitutes Continue reading

Coal Fold 2: One-Two Punch (Plus…)

I wrote previously that coal is just not that hot of a fuel.  Compared to natural gas, coal isn’t logical for electric generation, and getting less and less logical with time.  Meanwhile, solar power is getting cheaper every year, with grid parity on the way in a few short years (maybe one).  In some places, parity has already been reached.  Coal pushers still try to tell us that they’re the reliable, American energy.  The claim is that solar (like wind or other renewables) varies, and cannot keep power grids stable and consistent in the face of demand.  What they conveniently forget to tell you is: Coal isn’t too hot at that, either.

As solar prices keep crossing parity, along with the rest of the portfolio (gas, nuclear, hydro, wind, etc.), there will soon be no credible pitch for coal.  My advice: get out.  If you’re exposed to coal financially, sell.  If you’re actually looking at a coal seam, get out via the nearest exit ASAP, and find a new career.  Of course, nothing ever really goes away, as I’ve stated multiple times.  There’ll be a transition period, and even after that the grid will cling to legacy plants.  However, there is no coal growth on the horizon; it’s a matter of coal staying level or contracting, and at what contraction rate.

Electricity use varies through the day, and today’s grid does “load following” to match supply with demand.  In a few situations, usage ramps up strongly, and utilities call on “peaker plants” to fulfill demand.  It is thus desirable for generation to be throttleable, or in grid terms “dispatchable.”  This holds when you can’t find ways to smooth out usage (“peak shaving”), or store electricity on these large scales.  Coal lobbyists then claim they are dispatchable, but no, coal really isn’t. Continue reading

More Power? Full Scale, Scotty!

Gas station went solar: WE WIN

Gas station went solar: WE WIN

 

It’s December… almost the new year, and what a year.  George W. Bush said solar power would reach grid parity (price matching) in 2015.  Let that sink in: former oilman/Texas governor Bush, said back in his presidential administration that solar power would cost no more than “regular” electricity by this coming year.  By the way, he was speaking in a broad, national sense.  Grid parity of solar has already happened in several states, including a few not in the desert Southwest.

Oh, and by the way by the way, this includes a few states where parity has already been reached with no incentives and subsidies counted.  However, it doesn’t include the costs of polluters passing their externalities onto everyone- socialized costs but privatized profits.  Nor, of course, are we counting the fiscal loss: valuable, exportable goods being burnt up here, instead of helping our trade deficit, and thus defending the dollar.

Aaand by the way by the way by the way, that’s parity of solar electricity vs. grid electricity.  If you’re comparing solar versus gasoline, i. e., in efficient electric vehicles, then parity was reached in almost all 50 states, years ago.  So, why are we still debating?  Because there are still issues, and it’s not as simple as ordering a few panels; it was never going to be that easy.  Nothing insurmountable though, just implementation hassles, except for people actively resisting change, like ideologues who won’t (or can’t) do the math.  Continue reading