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J W Moore  EDITOR'S PICK

Charlie Munger's BYD Bet: Berkshire's Billion-Dollar EV Play

30 Aug 2025 | Synopsis

Charlie Munger led Berkshire Hathaway to invest $230M in BYD in 2008, recognizing its potential in batteries and EVs. Displayed at the Omaha shareholder meeting, BYD grew into a global EV leader. Berkshire's stake peaked near $9.5B, with over $7B in profit from sales. Now holding under 5%, Berkshire's move reflects Munger's long-term vision and BYD's rise as a vertically integrated powerhouse in electric mobility.

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Mercedes-AMG's Axial Flux Revolution: Real Tech, Not Clickbait

30 Aug 2025 | Synopsis

Mercedes-AMG's axial flux motors from YASA offer up to 4× the torque density of conventional EV motors, enabling compact, oil-cooled drive units with sustained high output. The AMG GT XX concept uses three motors delivering over 1,000 hp and sets the stage for production in 2026. Competing designs from Magnax and Lucchi push efficiency and modularity, but Mercedes leads with centralized deployment on its AMG.EA platform. Axial flux tech outclasses ICE in power, size, and efficiency.

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Moscow's Electric Bus Expansion Amid the Ukraine War

30 Aug 2025 | Synopsis

Moscow is expanding its electric and autonomous bus fleet, now the largest in Europe, but the Ukraine war has slowed progress. Sanctions and supply shortages hinder access to key tech, forcing a shift to domestic production. Fuel shortages from refinery attacks, cyber disruptions, and strained budgets add pressure. Despite setbacks, Moscow aims to replace diesel buses by 2030, though war-driven economic strain threatens long-term transit modernization.

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Rivian's Maximus Drive Unit Boosts R2 SUV Power Density & Manufacturing Efficiency

30 Aug 2025 | Synopsis

Rivian's Maximus drive unit, launching with the R2 SUV in early 2026, boosts power density by 40% over previous models. It’s smaller, lighter, and easier to manufacture thanks to a simplified stator, integrated cooling and electronics, and fewer fasteners. A redesigned wiring harness further streamlines production, reduces weight enhancing scalability and efficiency.

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The Biggest Untold Story of 2025: Energy Fragility and Economic Risk

29 Aug 2025 | Synopsis

A deepening energy crisis is quietly reshaping global stability. Aging infrastructure, declining EROEI, and financial overextension expose systemic vulnerabilities. As oil production plateaus and economic models falter, the risks of supply shocks and cascading failures grow. Chris Martenson—economic researcher and creator of The Crash Course—guides viewers through this urgent, underreported threat, rekindling the long denigrated "Peak Oil" debate

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J W Moore  Si Exclusive

Hydrogen's Flight Path: Fuel Cells, Turbines, and the Economics of Clean Aviation

10 Oct 2025 | Aviation is shifting from Jet A to four fuel systems: electricity, hydrogen (fuel cell and combustion), SAF, and petroleum. Fuel cells suit short-haul aircraft; hydrogen combustion may power long-range jets. SAF bridges legacy fleets. Hydrogen costs - $5-$7/kg today, possibly $2/kg by 2040 - impact ticket prices and infrastructure decisions. Airport authorities, airlines, and governments will share deployment costs. Each fuel has distinct environmental pros and cons shaping aviation's net-zero future.

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  • Volvo May Get Rid Of Its New Key Cards That Nobody Seems To Like
    Category:mobility
    Region:Europe
    Date:10 Oct 2025

  • IEA Report Claims Fossil Fuel Imports Have Declined In More Than 100 Countries
    Category:energy
    Region:Global
    Date:10 Oct 2025

  • BYD Delivers Its 14 Millionth NEV to Brazilian President Lula da Silva
    Category:mobility
    Region:SoAmerica
    Date:10 Oct 2025

  • Vineyard Wind reaches 50% power production offshore Cape Cod.
    Category:energy
    Region:NoAmerica
    Date:10 Oct 2025

  • The Worst Thing That Ever Happened to Tesla
    Category:mobility
    Region:NoAmerica
    Date:10 Oct 2025

  • Mazda is getting in on the post-credit price war, slashing $10K off its plug-in cars
    Category:finance
    Region:AsiaPacific
    Date:10 Oct 2025

  • The MAGAdministration Is Cutting Billions in Clean Energy Investments - But the Savings Are Overstated
    Category:policy
    Region:NoAmerica
    Date:10 Oct 2025

  • The new 2026 Nissan LEAF is cheap at under $30,000, but not to lease
    Category:finance
    Region:NoAmerica
    Date:10 Oct 2025

  • Toyota Is Calling Out Automakers For Stretching The Definition Of "Hybrid"
    Category:mobility
    Region:AsiaPacific
    Date:10 Oct 2025

  • California Charges Ahead with Clean Energy, Adding 30,000 MW Capacity and Slashing Coal Use Amid Federal Push for Fossil Fuels
    Category:policy
    Region:NoAmerica
    Date:10 Oct 2025


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