Themes -- 2024

Locator: 442024C.

Link here.

The 2024 Presidential Race

Tracked here.

The Over-Riding Themes

Global energy: the 21st century is America's century.

Information: it's all about AI.

• the fourth industrial revolution.
• terabyte events. 
• huge demand for electricity will only grow.
• the cloud shows no evidence of slowing.
  

De-globalization: transition accelerates

Energy transition is dead: we may or may not realize it for years;

• China has never bought into energy transition; India? Not sure.
• the first to fall: Norway -- though "they" won't admit it 
• "fell" in 2023: Germany; has industrialized their country.
  

EVs: have lost their luster

• update on EVs, February, 2024.
• 2024 was to have been the break-out year for EVs
• high interest rates and the long UAW strike will push this transition out at least another three years (2027)
• it's obvious that EVs are luxury cars, and Americans are subsidizing rich folks to buy luxury cars
• state governments will realize that lost gasoline tax revenue is a huge problem for highway maintenance, much less new highways

NATO expansion:

• Finland and Sweden will be part of NATO by 2024; probably 2023 [Sweden officially a member on March 1, 2024]. Finland became a member on April 4, 2023. 
• Finland has a 830-mile border with Russia, which upon accession more than doubled NATO's pre-existing border with Russia.
• Ukraine: once war is over

Themes Posted in 2023 for 2024.
With updates.

 

Vision Pro.

• maintenance: preventive maintenance vs predictive maintenance.
• treadmill

AI / AV / AR:

• OpenAI --> ChatGPT

EVs

• transition continues  
• "holy grail" -- a universal supercharger: Ford and GM both partner with Tesla for superchargers (June, 2023)
  

Fourth Industrial Revolution

• will be tracked here.