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Recent content by petit_bateau

  1. petit_bateau

    Energy Sector News

    Go for it. I had always intended this to be a community space.
  2. petit_bateau

    Energy Sector News

    Thank you, but until the Mods take a look at the issues I raised with them, I am unlikely to do so. (They seem to not to want to take a look.)
  3. petit_bateau

    Russia/Ukraine conflict

    I asked for a two-part review of some moderation activities. One part of that review appears to have finished and my post #14,213 on this thread has been reinstated in full (my thanks to the Mod who made the effort). I am still awaiting the other part of that review to take place. Until it is...
  4. petit_bateau

    Energy Sector News

    Info : I will not be posting further until I have cleared up some recent moderator behaviour to my satisfaction.
  5. petit_bateau

    Shorting Oil, Hedging Tesla

    I think this is the chart you were interested in which I posted in relation to discussion on oil price / BEV / Ukraine. Some moderator removed it. The y axis could as easily read 0-50 mbpd. I had posted other comments, caveats, and explanation which were also deleted. I will not be posting...
  6. petit_bateau

    4680 cell design, chassis integration & factory discussion for investors

    But is it lg china or LG South Korea supplying 2170 to Berlin ? Same issue applies from Jan 2024 onwards I think.
  7. petit_bateau

    Energy Sector News

    On the road all day, through the Macedonian Gap at 33C. Harvesting and campaigning weather in eastern and southern Europe still. Tesla chargers much needed to link Greece in via the Balkans. I'll catch up with news etc tomorrow evening.
  8. petit_bateau

    Russia/Ukraine conflict

    I'm sure you've all seen the S-curve chart of mine that suggests >90% of new vehicle sales will be BEV by 2030. That is both heavy and light vehicles, albeit that the heavy vehicles will skew later within the decade. Below is the corresponding effect on the stock of vehicles on the road...
  9. petit_bateau

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't worry, they are really mostly made in Austria, and they likely are loss making.
  10. petit_bateau

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    At this point in the year I take one of my bi-annual drives from UK to Greece, and I generally pass through Munich for personal reasons. So ordinarily at this point I see car-transporters laden with Shanghai-made Teslas coming over the Brenner Pass from the ports at Trieste/Koper to the...
  11. petit_bateau

    Russia/Ukraine conflict

    There are elections in Europe soon, these articles are worth reading - especially in respect of the Slovak one https://www.theguardian.com/world/2023/sep/21/revealed-one-in-three-europeans-now-votes-anti-establishment...
  12. petit_bateau

    Russia/Ukraine conflict

    Thank you. I saw some OSINT photo analysis that Russia is building another second line with teeth+ditch+mines+trenches a bit further back behind Verbove. Ukraine needs to penetrate faster than Russia can build, otherwise a true breakthrough will not be achievable. I haven't seen enough data to...
  13. petit_bateau

    Energy Sector News

    WTI $90/bbl Brent $94 /bbl NL TTF gas €39 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) US hunts for offshore wind accelerator pedal https://www.offshorewind.biz/2023/09/20/us-issues-roadmap-to-accelerate-atlantic-offshore-wind-transmission/ Cells are...
  14. petit_bateau

    Russia/Ukraine conflict

    I do not know about the specifics at the ports of Sevaspol and Novorossisk, but in general at key naval ports there are some important bits of infrastructure to watch. 1 - ammunitioning facilities; 2 - ammunition storage and preparation facilities; 3 - dry dock and repair facilities; 4 -...
  15. petit_bateau

    Near-future quarterly financial projections

    cortesy @Buckminster and of course @Troy from main thread #427,653