Jesse Peltan on X: "The whole world is going electric and we are way behind. https://t.co/zPYO8suPge" / X

The whole world is going electric and we are way behind.

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Nicolas Fulghum

@nicolasfulghum

19h

In September, China's combustion vehicle (ICE) sales dropped to just a third of the market for the first time Battery electric vehicles are getting close to half of the market (47.3%), while Plug-ins added another 19.7%. Only 5 years from >90% to 33% ICE.

10:51 AM · Oct 15, 2026

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We will catch up

🫡

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Jesse Peltan

@JessePeltan

12h

Robotaxi is the only way we can catch up. x.com/nicolasfulghum…

You’re right most of the time,

@JessePeltan

, but this is absurd! The US has abundant fossil fuels. China does not. The US grid simply could not sustain a US electric automotive fleet, at this time. It will take several years for the US grid to catch up with AI demand; then a

There is sufficient off-peak capacity, even on the most stressed days. Electrification of transport would improve load factor and lower electricity costs.

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Jesse Peltan

@JessePeltan

Jul 7, 2023

Replying to @JessePeltan

3. In 2022 US electric demand peaked at 6pm on 7/20 at 743 GW That same night from 8pm to 8am, there was a 2,112 GWh deficit of demand - enough to power 211 million EVs!

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BERETTA USA

@Beretta_USA

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Well, we have a shit ton of oil.

Yes. We should burn less and export more.

How are we supposed to go electric if nobody can build nuclear power plants in this country anymore? You're not powering 200 million electric cars on wind turbines and solar. China has 38 under construction right now, the US has 1.

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Jesse Peltan

@JessePeltan

Aug 24

You are not taking solar seriously enough.

EV sales overtook ICE in Australia in the last couple months. This year renewables hit a record 80% of supply into the grid, and battery discharge overtook gas generation for peaking for the first time. On the downside, our light vehicle fleet is being taken over by China and the

Yea, the rest of world will be completely fucked if/when grids go down or even just during during extended blackouts, long trips. Ill take our abundance of fossil fules and good ol fashioned combustion engines, over electric every time!( And bring back making 8 cylinders more

People should buy the kind of car they want to buy. It's not an achievement to have the U.S. population change their preferences to match yours, and we are not "way behind" if most people prefer a car that is not like yours.

The USA seems to be suffering from Rome syndrome. The data is available, anecdotal exists, experts point out what's happening (see above). And yet, we coast toward entropy as a nation.

Higher prices, weaker energy security, and fewer consumer benefits are a small price ot pay for that ballroom.

Gas all the way.

We don’t need to be electric. Once the demand for oil drops, so will the price of gas. Supply and demand. Meanwhile, the price for electric cars will skyrocket as more and more resources are consumed. There also won’t be enough charging stations to satisfy the demand.

At its core, the same reason you now have a great flat screen tv instead of an old tube one, is the same reason all cars and trucks will be electric.

More domestic or NAM manufacturing is necessary, especially with increased automation We simply aren’t competitive right now in electric cars and have banned others

Cool story. Ask Europe how their energy infrastructure is going

America has a unique car culture that involves long drives. With a large portion of the population in areas with cold winters, the current EVs still don’t have enough range. Get me a 400-500mile EV for $40k and I’ll buy it.

I can't even imagine the amount of brainwashing and misinformation it's taken for people to still doubt EVs at this point. Democrats did a bad job alienating people and basically turned buying an EV into a Democrat thing. Now a lot of Democrats don't want to buy one because of

Out of everything in these charts, a Chinese EV is the LAST thing I'd buy (closely followed by a Chinese Hybrid). But other than that, an interesting comparison. Good to see that the future smells a little less for pedestrians and cyclists...

Fine by me. Energy is largely fungible, and energy markets are largely global. We all benefit.

This cannot come soon enough! I live in Spokane; my home is just under 3,000 sq. ft, heated by gas, my energy bill has increased drastically. Not sure if this is happening anywhere else but people here are really upset. **In Spokane (primarily served by Avista), average

Avista rate increases approved by regulators

Yeah I don’t think it will take too long to catch up

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Smells Like Teen Statism

@BlueEightySix

4h

For the same reason we don't have trains. The United States is huge. Gas is much more practical. We do have quite a few hybrids. That's practical for most people. Full electric is not.

The whole world is also in economic collapse, in part from rejecting carbon and nuclear power. I just assume stay behind given the state of play.

We need better battery/storage asap

I want a Tesla but I am hesitant because I live somewhere that is below freezing for half the year. One time getting stranded with a dead battery and you could end up that way too. I can see this becoming a problem here. That being said, I’ll be buying one in the spring and

Currently BEVs (battery-electric vehicles) represents about 7% of new vehicle sales after peaking at 10% in 2025 and there's about 3% of registered BEVs on the road. I spent 30+ years in the auto industry & said 10 years ago BEVs would max out at about 15%. I still stand by