You’re right that cold winters in northern latitudes present additional system constraints. But that doesn’t mean the renewables + storage strategy is flawed, it means we need more transmission and more storage, and gas backup will linger longer in such areas than it does in warmer areas. We’re still early in the transition and have a ton of low hanging fruit to capture before we need to really focus on the remaining 20%.
You’re a quarter behind. Big drop 2024Q1, but you’re right that the story has been growth - just slower growth than Tesla has promised, even with massive price cuts, and now we have a contraction. A lot of people dislike Elon because he’s a fucking tool and this has to be a partial factor, we just don’t really know how much.