Episode 144 - Tesla's China problem | Amazon orders 100s of nat gas trucks | MA climate official proposes targeting regular people - a podcast by Ryan Ray & Ellen Wald

https://www.wsj.com/articles/chinese-regulators-summon-tesla-on-quality-issues-11612788928
- Tesla Shanghai is only foreign car company to own its plant, maybe China wants a piece?

Amazon orders hundreds of trucks that run on natural gas
https://www.reuters.com/article/us-amazon-engines-natural-gas-exclusive/exclusive-amazon-orders-hundreds-of-trucks-that-run-on-natural-gas-idUSKBN2A52ML
- Makes sense to convert diesel trucks to natural gas instead of EV
- Ordered 700 compressed natural gas trucks

Alaska seeks to build natgas pipeline from North Slope to Fairbanks
https://www.reuters.com/article/usa-alaska-lng/update-1-alaska-seeks-to-build-natgas-pipeline-from-north-slope-to-fairbanks-idUSL1N2KB2B8
- logical because it would bring down heating costs in Fairbanks and emissions
- Will the federal gov want to fund this project, which will include a pipeline to an LNG plant?

Tightening Oil Supplies Inject New Momentum Into Price Rally
https://www.wsj.com/articles/tightening-oil-supplies-inject-new-momentum-into-price-rally-11612693802
- Saudi Arabia and Russia are thrilled with Biden, especially Russia because it didn’t have to make any production cuts like Saudi Arabia did.
- Saudi Arabia should have gotten out of Yemen while they were ahead, while Trump was president so they looked good. Now the world has turned against that war.
- Oil market was softer last year at this time but the economy was so much better. So can we go to $80?

Pipe laying for Nord Stream 2 restarts in Danish waters
https://www.reuters.com/article/us-russia-nordstream2-gas-pipes-idUSKBN2A60OT
- Germany’s position is that this is a commercial project
- No sympathy for leadership of EU

A Super Bowl Ad That the Biden Presidency Made Possible
https://www.theatlantic.com/science/archive/2021/02/why-gms-super-bowl-ad-for-electric-cars-is-so-important/617958/
- Oatly? What was that?
- GM is saying Norway has better EV adoption than the US, but really its about trying to get subsidies from the Biden admin.

Massachusetts climate official proposes targeting regular people who heat their homes: 'We have to break your will'
https://www.washingtonexaminer.com/news/climate-official-regular-people-break-will

Chinese solar group blasts US calls to avoid supplies from Xinjiang
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/chinese-solar-group-blasts-us-calls-to-avoid-supplies-from-xinjiang-62496859
- Significant issue that needs to be addressed by ESG investors. Is the E worth endorsing slave labor in China?

Elon Musk pledges $100 million for new X Prize carbon removal competition
https://www.theverge.com/2021/2/8/22245100/elon-musk-100-million-carbon-capture-removal-x-prize-competition
- What about trees?
- Competition rules will officially be announced on April 22 (Earth Day)

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