Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register
  • The latest TMC Podcast (#14) is now available on YouTube and all major podcast networks. We covered FSD Beta's exciting v11 update, Enhanced Autopilot coming to the U.S. and Canada, and more!

Search results

  1. mblakele

    Shorting Oil, Hedging Tesla

    https://www.economist.com/business/2022/03/05/europe-reconsiders-its-energy-future from The Economist [...] At the EU level, a wide-ranging proposal to guarantee the bloc’s “energy independence”, due to be unveiled by the European Commission on March 2nd but postponed as a result of the war...
  2. mblakele

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

    https://www.economist.com/business/2022/03/05/will-elon-musk-change-germany from The Economist [...] On February 28th Tesla workers elected their first works council, a group of employees that in German law co-decide with managers things like working hours, leave and training. For Elon Musk...
  3. mblakele

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

    http://www.caiso.com/about/Pages/Blog/Posts/Storage-was-the-compelling-story-of-2021-according-to-our-newly-published-Annual-Stats.aspx Bullish for Tesla Energy: California grid added over 10x more utility-scale battery storage in 2021 than in 2020.
  4. mblakele

    The Resource Angle

    Two new ways of extracting lithium from brine Two new ways of extracting lithium from brine from The Economist
  5. mblakele

    Tesla Optimus Sub-Prime Robot

    Covid has reset relations between people and robots Covid has reset relations between people and robots from The Economist Excerpts: In the field of manufacturing, car plants lead automation. But, as Henrik Christensen, director of the Contextual Robotics Institute at the University of...
  6. mblakele

    Elon Musk

    Jeremy Arnold, who wrote an excellent piece debunking the "Elon emeralds" story, just posted a teaser for a new article. I imagine that it may mention Elon Musk once or twice 😉. https://savingjournalism.substack.com/p/the-future-of-this-newsletter Here's the relevant part (text in bold by me)...
  7. mblakele

    Nuclear power

    The DER Task Force podcast recently took up nuclear, discussing problems with the existing approach, the question of need, and the promise of SMR. Good discussion IMO. Their conclusion was that we'll need some form of nuclear to reach net-zero, but we'll need better technology (for example SMR)...
  8. mblakele

    Prediction: Coal has fallen. Nuclear is next then Oil.

    https://www.reuters.com/business/energy/origin-shut-australias-biggest-coal-fired-power-plant-2025-2022-02-16/ Origin Energy (ORG.AX) said on Thursday it plans to shut the Australia's biggest coal-fired power plant in 2025, seven years earlier than scheduled, as an influx of wind and solar...
  9. mblakele

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

    Asia is not feeling the same price pressures as the West from The Economist […] there are reasons why Asia’s richer countries have recorded lower inflationary pressure too. For one, supply-chain bottlenecks are not as severe as they are in the West. The cost of shipping a 40-foot container from...
  10. mblakele

    Shorting Oil, Hedging Tesla

    Who buys the dirty energy assets public companies no longer want? from The Economist
  11. mblakele

    California Renewable Energy Legislation / Progress

    Thanks for pulling that data together and sharing the chart. Do you have any insight into the relationship between %-renewable and emissions, as reported by CA ISO? I'm curious because the "Historical CO2 trend" chart makes it look like 2021 was worse than 2020. For example in July, the peak...
  12. mblakele

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

    If you'd like to educate yourself on the subject, I'd suggest that you google "reach code natural gas". However in my opinion this topic is already off-topic for this thread, and will quickly become political — so please let's not discuss it here.
  13. mblakele

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

    Oh, I’m not saying that it’s a foregone conclusion. It may never happen. But I suppose Musk respects Dahn, and would listen to his arguments in favor of developing V2G capabilities with an open mind.
  14. mblakele

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

    I didn't try to take notes on everything Jeff Dahn discussed, but here are some points that caught my attention: TL;DR: proven ability to exceed million mile durability with NMC532 plus electrolyte additives, enabling efficient V2G Useful electrolyte additives react before other electrolyte...
  15. mblakele

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

    This starts soon, so I hope a reminder isn't unwelcome on this thread.
  16. mblakele

    Tesla BEV Competition Developments

    https://www3.nhk.or.jp/nhkworld/en/ondemand/video/4001408/ As you'd expect, this NHK documentary puts an emphasis on Japanese automakers: Toyota, Honda, and (via Renault) Nissan. It also touches on Daimler, BMW, and Chinese automakers. Not very deep, and nothing new for astute observers, but...
  17. mblakele

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

    Here’s a story in the Atlantic about sales restrictions in USA states. Old news to us, but the fact that this is mainstream news is… progress? https://www.theatlantic.com/technology/archive/2022/01/climate-electric-vehicle-car-dealership-power/621330/ […] From 2019 to the middle of last year...
  18. mblakele

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

    What the Mittelstand wants from The Economist “Bureaucracy is costing German business around €50bn ($57bn) a year,” says Mr Völz. Over the last decade parliament has passed three legislative packages to ease the bureaucratic burden on the Mittelstand. But little real progress has been made...
  19. mblakele

    Shorting Oil, Hedging Tesla

    Can big oil’s bounce-back last? from The Economist The Europeans are increasingly going all in on greenery. The state-controlled giants such as Aramco are biding their time. And the Americans are engaged in a delicate balancing act somewhere in between.
  20. mblakele

    Nuclear power

    The Kazakh crisis is only one threat hanging over the uranium market from The Economist Beyond the near term, supply may not be able to rise quickly enough to satisfy greater appetite for the metal, supporting prices further. New mines are planned in Africa and the Americas, but they require a...
  21. mblakele

    Solar PV News

    Tesla is sending out emails about the CPUC proposal for NEM3. The emails link here: https://engage.tesla.com/articles/1105-california-stop-solar-tax
  22. mblakele

    Natural gas, a bridge to nowhere?

    The EU’s green rules will do too little to tackle climate change from The Economist […] The plan to label natural gas as green has been controversial, too. But the rules reflect a hard-headed assessment that it will be a vital transition fuel in the next decade. They treat gas projects as...
  23. mblakele

    Tracking Home Electricity Use

    Yes, and I noticed that before my purchase. But several Amazon reviewers said it worked with PG&E, so I called PG&E SMD and they said it would work. They were correct. Edit: maybe listing the device with PG&E requires a… uh… “co-marketing contribution”?
  24. mblakele

    Tracking Home Electricity Use

    Yes, EV2-A. I’ve been on the phone with the PG&E “stream my data” folks more than I’d prefer, but they’ve been very helpful. Be sure to call (877) 743-4357 so you’re talking to the right department. If that’s who told you that you couldn’t have SMD, it might be a case of “dial until you smile”...
  25. mblakele

    The Resource Angle

    NHK is reporting on magnesium: https://www3.nhk.or.jp/nhkworld/en/news/backstories/1838/ [...] But production in China slowed earlier this year on the back of a fuel shortage and Beijing’s decision to limit electricity supply in order to meet environmental goals. Many factories have been hit...
  26. mblakele

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

    https://teslamotorsclub.com/tmc/threads/tesla-investors-general-macroeconomic-market-discussion.29648/
  27. mblakele

    Tesla Network / Robotaxi Business Model

    Nit: I wouldn't say "lost", because that Reuters article says suspended, not revoked. Also "...the suspension does not impact Pony.ai’s permit for testing with a safety driver."
  28. mblakele

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

    Ah — perhaps I can help? It's all about that word "need". In the sense of utilitarian necessity, "need" has little bearing on the market for new consumer vehicles in the USA. Otherwise the USA would be emptier of premium vehicles of all stripes, and fuller of econoboxes. Instead we redefine...
  29. mblakele

    UI and Feeds Update

    Yes, that seems to be it. I’d still call that a bug: rotating a tablet shouldn’t require a page refresh. Nor should narrowing a browser window. But as you say, it’s probably an old bug and unrelated to this refresh.
  30. mblakele

    The Resource Angle

    How Bolivian lithium could help fight climate change from The Economist This isn't my area, so I'd welcome any thoughts on how accurate or inaccurate the article is. It covers a number of topics, but the key quote might be: Benchmark does not expect large quantities of Bolivian lithium to hit...
  31. mblakele

    UI and Feeds Update

    @danny Minor bug in rich-text editor functionality: when the screen is too narrow (eg, ipad mini portrait orientation), the list formatting widget disappears from the toolbar. Next to the alignment widget there's a three-dots "more options" widget, which reveals a paragraph widget but no list...
  32. mblakele

    Tesla Network / Robotaxi Business Model

    [bloomberg] Baidu, Pony.ai Nab Commercial Robotaxi Licenses in Beijing Search giant Baidu Inc. and Toyota Motor Corp.-backed Pony.ai Inc. were granted the first batch of licenses from Beijing regulators to start open-road autonomous commercial driving operations in a part of the city equivalent...
  33. mblakele

    UI and Feeds Update

    You might look into what your browser can do. Many browsers have a configurable "bookmarks bar" or similar. Sometimes you can also set keyboard shortcuts.
  34. mblakele

    Tracking Home Electricity Use

    Since this June I've been using an Emporia VUE utility connect to monitor power use: https://www.amazon.com/gp/product/B084T6HGNR This is a simple, cheap device that plugs into the wall near any compatible smart meter, and relays data to VUE's servers via wifi. Monitoring and alerting happen...
  35. mblakele

    UI and Feeds Update

    This sounds like the behavior where TMC "<thread.id>/unread" links show an ignored user's post if it's the only unread post in a thread. If so that isn't particularly new: I think TMC started doing that back in March. It can be little annoying to see posts by ignored users when that wasn't my...
  36. mblakele

    UI and Feeds Update

    Looks much better here (Safari 15.1, MacOS) — I'd suspect a caching problem on your end, or a browser incompatibility, or perhaps a malfunctioning ad blocker.
  37. mblakele

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

    https://www3.nhk.or.jp/nhkworld/en/news/20211206_04/
  38. mblakele

    All discussion of QuantumScape QS

    Annual meeting: Wednesday, December 15, 2021 at 9:00 a.m., Pacific Time Link: Welcome to QUANTUMSCAPE CORPORATION's Meeting Business: To elect ten (10) directors for a one-year term to expire at the 2022 annual meeting of stockholders; To ratify the appointment of Ernst & Young LLP as our...
  39. mblakele

    Tesla Semi

    More from Lex Fridman: this time an interview with Waymo's head of trucking Boris Sofman. Worth listening to for a competitive perspective. The trucking content starts at about 1:04, in case the link doesn't go there automatically. As usual Lex asks good questions. It sounds like Waymo trucking...
  40. mblakele

    Peninsula Clean Energy CCE (San Mateo County)

    https://www.peninsulacleanenergy.com/our-path-to-24-7-renewable-power-by-2025/ PCE has published a white paper detailing their plans for 100% renewable power on an hourly basis. News to me that existing “100% renewable” is on an annual basis, apparently per state rules.
  41. mblakele

    Tesla Semi

    Lex Fridman and Steve Viscelli had a wide-ranging discussion about the past, present, and future of trucking. There's a specific timestamp for Tesla discussion at 2:30:00, but I'd recommend starting from about 1:04:00 to hear more about possible futures for autonomous semis. Better still, listen...
  42. mblakele

    What other tech stock to consider?

    [replying in a more appropriate thread] FuelPositive turns out to be the company formerly known as EEStor, which some years back made... extraordinary claims for energy storage using polymer capacitors. That went nowhere, and the company was taken over by ZENN Motors, which first adopted the...
  43. mblakele

    Shorting Oil, Hedging Tesla

    The technology sounds promising. Have you thought about FuelPositive as an investment?
  44. mblakele

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

    Noble experiment. Instead of gossiping and bickering about personalities and politicians, perhaps we can have more reasoned discussion of policies relevant to TSLA.
  45. mblakele

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

    Apparently Tesla is trying to stay ahead of supply chain issues wherever possible. While trying to replace the Michelins on my Model 3, I found that Tesla seems to be buying tire makers' entire production of Tesla-spec tires. Local independent tire shops claimed they couldn't order the tire at...
  46. mblakele

    Threads started by ignored user not visible

    See also: https://teslamotorsclub.com/tmc/threads/by-default-watched-threads-page-hides-threads-started-by-users-ive-ignored.222587
  47. mblakele

    New posts in watched forums?

    If I understand what you want correctly, just visit New posts and select the filters "Unread threads" and "Watched forums".
  48. mblakele

    Shorting Oil, Hedging Tesla

    You're aware of the "hydrogen ladder" concept, right? If I'm not misinterpreting, it could be a useful shorthand for the above.
  49. mblakele

    Hydrogen vs. Battery

    This week The Economist published a leader and a briefing on hydrogen. I was expecting the worst... instead it seems fairly well-informed, which made for a pleasant surprise. There's even some discussion of the 'hydrogen ladder", and why FCEV passenger vehicles are a dead-end...

About Us

Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.

Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


SUPPORT TMC
Top