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Not accurate, I think the China numbers they are using are announced final capacity and not current production. Equivalent to claiming GF1 had...
Does anyone know anywhere or anyone that is keeping track of Tesla's sales by quarter by country outside Europe? This thread is great for...
With Elon's comments on a Tesla HVAC plus HEPA filter, plus possible water filtration product, has anyone kept track of all the Tesla Home...
I appreciate the work of the moderators here and this is still currently the best place for detailed Tesla investor discussion but it will not be...
Aside from the fact an EV costs $40k while a mass produced test should cost $2 and the cost of the alternative to the test is possibly as high as...
6 weeks was how long it took to get new daily cases in Hubei below 10. I think at that stage you can move to a thorough test, trace and isolate...
This is only because nobody has paid for them. This can all happen very quickly if funding is committed to it. China was performing over 300k...
How I would deal with CV-19 The current “flatten the curve” strategy is a result of medical advisors constraining their options with a bad...
Given so many deliveries are always in the last 2 weeks of the quarter, I think the biggest risk to Q1 is delivery delays due to quarantines. I...
The Tesla/Panasonic chemistry is several years old now and LG and CATL look to have caught up with chemistry that is close on most metrics, but...
@DKurac "LG Chem, Tesla GF3 agree on 10-13 GWh #NMC811 supply based on initial agreement, #China media reports without citing sources. LG Chem has...
I agree governments should have much more targeted support for companies and people that really need short term liquidity. It is possible for...
I know we have some avid anti-testers here, but South Korea new cases are down 50% week on week due to their policy of testing everyone with any...
Given Tesla's ramp to 4k Feb production at GF3, I think Asia is looking more likely to reach 20-22k Q1 deliveries. This would take my Q1 delivery...
It is just that they sold out of inventory and new inventory only arrives to customers in weeks 7-13 (and mostly 10-13) given their standard...
In Europe SR+ switched from December to February delivery estimate at the start of November while AWD/P switched on November 28th. The cutoff date...
So far I am leaning towards total Q1 deliveries (3,Y, S &X) of: North America: 59k (flat QoQ supported by Y and stock wealth) EU: 29k (-20% QoQ...
Asia sales are largely dependent on cell supply ramp at GF3 and supply chain disruption from the virus, but there is potential for deliveries to...
I do have a scientific background and there is nothing absolute in my comments. You are the one who appears to have absolute certainty that we...
It seems feasible the virus can be almost entirely eradicated in China even in Wuhan within one to two weeks. On 1st March there were 141 new...
China reported just 193 new cases in Wuhan, 3 in Hubei ex Wuhan and 6 in Other China on 1st March. It looks like they are beating it. This sets an...
What exactly is your solution? So far I’ve read you preaching: Don’t wear masks Don’t test Don’t quarantine Because you think it’s all useless....
Tests are the primary method of stopping the disease. How can you diagnose, appropriately quarantine someone and trace their connections if you...
Just a screenshot is probably easiest, otherwise a Google doc i guess if that won't take long. Thanks again!
I really appreciate these charts @KarenRei thank you. Would it perhaps be possible for you to also include the first chart in table form with your...
Bloomberg - Are you a robot? November 2018: "Although Panasonic still makes cells for the Solar Roof, Tesla took issue with their aesthetics and...
Panasonic has been winding down parts of its solar business for some time. Tesla has not been using Panasonic panels, i presume because Panasonic...
Also don't forget this is who VW and Ford are backing in the Robotaxi race. It is utterly negligent that their self driving program is not being...
I completely agree with this. I really think over the past 2 years Tesla's mission statement has changed from "accelerate the world's transition...
It's worth noting Tesla did not book the $140m deferred revenue in Q4. It is still sitting on balance sheet. Even though it looks like this...
Plus there are reports that ICE OEMS have recently been inflating their emissions for ICE cars under WLTP testing to set an easier baseline for...
CATL cells are just a short term means to boost production, they are not the exciting new in-house cell tech Tesla will reveal on battery day.
The Other China trend is again very encouraging. New cases in the past 5 days have been: 60, 31, 18, 11, 9. This is down from a peak of towards...
Death rate numbers can also be heavily skewed if outbreaks occurred in an elderly population or in hospital wards amongst patients with...
Iran seems the highest risk outbreak right now by far. 12 deaths implies over 1,000 cases, but only 61 cases have been identified. And if they...
At this stage I think probabilities are: >95% Tesla will use CATL cells >90% chance Tesla will use CATL LFP cells >80% chance Tesla will use CATL...
I think the main development this past week is that China appears to have effectively suppressed 5-6 outbreak pockets similar in size to South...
This largely aligns with my post in January below that I suspect all Tesla Body & Assembly lines have ~4.7k per week design capacity on three...
Weekend thread: Stocks with >50% exposure to EVs/Clean Energy/Sustainability Obviously Tesla is the true Clean Energy pure play and leader, but...
It's surprisingly hard to find a list of stocks with true focus on Clean Energy/CO2 reduction. For many of the big names such as Panasonic or LG...
I would take comments from Simon Moores as close to confirmation, Benchmark have the most credibility of any research team in the battery &...
Three points here: 1) If cell producers such as LG Chem and CATL have the key tech ingredient/EV adoption bottleneck, they will make a large gross...
Good decision to raise capital. Currently unrestricted cash is $6.3bn and undrawn credit lines $3bn for total $9.3bn liqudity. This raise will...
2028 or 2029. The Auto market likely will shrink to ~40 million cars as consumers await EV capacity. It will be higher if EV capacity is built...
A lot has changed perception and valuation wise in the past year, and Tesla has made continuous progress on production and most quarterly earnings...
I'd say ~30% chance we get another daily move of +-20-30% within the next week. Most likely on Monday and positive. Its very high risk trying to...
This won't necessarily dampen the effect, it could strengthen it while dragging the rally timing forward several hours.
I agree. It looks like we could go into next week with the setup for daily moves to be even higher in each direction than we've seen this week....
This was due to the sudden jump in delta shares sold from the increase in put options late in trading. The rally was likely driven by increased...