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  1. howardoark

    2021 Shipping Movements

    Golden Ray final chapter https://www.yahoo.com/news/mystery-solved-beachgoers-see-odd-120101214.html
  2. howardoark

    2021 Shipping Movements

    item of interest (Golden Ray) https://www.yahoo.com/news/mystery-solved-beachgoers-see-odd-120101214.html
  3. howardoark

    2021 Shipping Movements

    Hi Mr. Miserable - how much flexibility do they have in unloading RO/ROs? Does it have to be in the order they're loaded or can they unload individual decks? In either case, it would seem that some LHD cars would be trapped behind RHD cars. Thanks
  4. howardoark

    2021 Shipping Movements

    How do you start a new thread and get your attention? Anyway - Is It Worth It To Epoxy Garage Floor? - Amazing Garage Floors
  5. howardoark

    2021 Shipping Movements

    Todays’s Wall Street Journal - awesome
  6. howardoark

    2021 Shipping Movements

    Maybe the RORO is going to Australia/Japan and they'll off load cars in Port Hueneme for the SoCal market (cheaper than putting them on trucks). Might save some money.
  7. howardoark

    2021 Shipping Movements

    Mr. Miserable also asks people to use his referral code for Octopus (whatever that is) so this is a pretty rude request.
  8. howardoark

    2021 Shipping Movements

    I took this in February outside the Tesla plant in Fremont. Thought you guys might be interested in the beginning of the trip
  9. howardoark

    2021 Shipping Movements

    I doubt a RORO can get through here, so not completely off topic https://www.karatzas.auction/post/the-corinth-canal-in-greece-a-brief-history
  10. howardoark

    2021 Shipping Movements

    updated daily for NL, Nor, Esp - monthly for most other European nations - Electric Vehicle registrations in Europe: 11 countries, 80+% of BEV market
  11. howardoark

    2021 Shipping Movements

    more pictures (lucky this didn't happen a month ago) Grounded 'Mega Ship' Blocking Suez Canal in Both Directions – gCaptain
  12. howardoark

    2021 Shipping Movements

    pictures
  13. howardoark

    2021 Shipping Movements

    I believe they did the final assembly in Tilburg to reduce the import duty. I think they're shutting Tilburg down because there isn't enough demand for MS and MX to justify its cost of operation. Demand for the MX and MS will drop further once the MY arrives, probably very soon. New MSs and MXs...
  14. howardoark

    2021 Shipping Movements

    They're not made anywhere yet (still working on the technology) - rumor has it that Tesla is going to make batteries in Brandenburg so no need to ship them (mandatory shipping mention).
  15. howardoark

    2021 Shipping Movements

    For what it's worth, this guy thinks there are M3s on the Morning Capo - Tesla Carriers
  16. howardoark

    2021 Shipping Movements

    If you're ever in Vancouver BC, the Kinder Morgan terminal exports sulfur removed the oil sands deposits. There's a mountain of elemental sulfur right on the water: Note the rail cars full of sulfur. It's really quite a beautiful color. When they're unloading the rail cars it's a lovely...
  17. howardoark

    2021 Shipping Movements

    This popped up in my news feed. It's old news, but a topic of interest here: Ship Carrying Luxury Cars Ran Aground
  18. howardoark

    2021 Shipping Movements

    I'm sure that's correct. The issue is that the inventory specific to Europe (https://ev-tsla.com/hunter/index.php ) goes up and down mysteriously. It currently lists 619 M3s available in Europe. I think when the next boat from SF leaves that number will go up.
  19. howardoark

    2021 Shipping Movements

    thank you
  20. howardoark

    2021 Shipping Movements

    Hi Mr. Miserable I noticed that the available Tesla inventory in the EU went up after the Glovis Captain left SF ( https://ev-tsla.com/hunter/index.php ). The inventory has been going down since, but I don't see much in the way of registrations in Norway ( eu-evs.com )- do you know if unsold...
  21. howardoark

    2020 Shipping Movements

    Also dated Geotechnics of the Suez Canal Construction
  22. howardoark

    2020 Shipping Movements

    Profile of Suez Canal (somewhat dated) Suez Canal Agency
  23. howardoark

    2020 Shipping Movements

    As I understand it, and I could be very wrong, if the car is delivered to the leasing company, that counts as delivered (because the leasing company is the customer) even if the end user doesn't get the car for a few days.
  24. howardoark

    2020 Shipping Movements

    This is where the Golden Ray capsized If you're really interested, you can read about it here: The 'unprecedented' wreck of a cargo ship that mysteriously capsized off the coast of Georgia in September will be sawed apart Not a lot of headroom on the decks of those ships Be careful about...
  25. howardoark

    2020 Shipping Movements

    Most cars come into the Bay Area through Richmond. It's just as close as SF and you wouldn't have to cross the Bay Bridge, but I imagine it's full up with Japanese imports. The rail yard just to the north is where Tesla ships cars by rail. The Ford Assembly plant, lovely building, is where Henry...
  26. howardoark

    2020 Shipping Movements

    Found on Twitter (so don't rely on this for anything)
  27. howardoark

    2020 Shipping Movements

    DONINGTON on it's way to South Korea. I looked at the Panama Canal freight charges, it comes out to around $2 per M3 for a large RORO. It is fascinating to see how industries with which you have no connection whatsoever work. It's kind of interesting to me that the Canal charges more per ton...
  28. howardoark

    2020 Shipping Movements

  29. howardoark

    2020 Shipping Movements

    Found on Twitter. I also find this weird. Tesla can't pay much for transport back to the EU (since no one else sends cars there) but they must be paying for down time. It probably has something to do with the ILWU not wanting to work more than 4 hours a day.
  30. howardoark

    2020 Shipping Movements

    you beat me to it
  31. howardoark

    2020 Shipping Movements

    found on Twitter
  32. howardoark

    2020 Shipping Movements

    Tesla can ship cars to Asia almost for free I would imagine as otherwise the boats would go back empty. So size doesn't mean much in terms of how many cars are being put on the boat if that's where it's going. The biggest cost is probably the loading time. It is a monster
  33. howardoark

    2020 Shipping Movements

    "I have locked the bottle away...." Don't do anything rash.
  34. howardoark

    2020 Shipping Movements

    I understand they were shutting down the Shanghai plant for a couple of weeks at the beginning of the quarter. That makes sense if they were having to retool to make cars for the EU. So, if they start up again mid October and have the capacity for 3,000 cars a week, they could probably make...
  35. howardoark

    2020 Shipping Movements

    Hi - thanks for doing this. Will you be tracking boats coming in from Asia?
  36. howardoark

    Model X Crash on US-101 (Mountain View, CA)

    Based on the damage, he must have been speeding. Does autopilot allow that? Sorry for the basic question.
  37. howardoark

    2017 Investor Roundtable:General Discussion

    thanks for pointing that out, made an interesting read. They do say, "A viable technical solution is magnetic levitation; however the cost associated with material and construction is prohibitive." I don't know that it's cost prohibitive anymore with 2nd generation superconductors and maglev...
  38. howardoark

    2017 Investor Roundtable:General Discussion

    Tunnel DC to NYC I hate to ruin my reputation as a TSLA skeptic, but the tunnel idea isn't bad. If it were a car or train tunnel, it would be non-starter. But my understanding is he wants to evacuate the tunnel, place the cars on mag lev and accelerate them at about 0.06g (so you'd be moving at...
  39. howardoark

    2017 Investor Roundtable:General Discussion

    I'm about done here since I came to get the other side of the story and I think I have gotten it loud and clear. It isn't as bleak as I thought it was for Tesla and if Tesla does all the things the Tesla fans think it will do the world will be a much better place and I'll have made some chump...
  40. howardoark

    2017 Investor Roundtable:General Discussion

    what are you guys saying? No one wants a Bolt because BEV's are the wave of the future? One of my neighbors has reserved a TM3 which they tell him he'll get in February 2018. I asked him if he'd test driven a Bolt and he said no - he had tried the BMW i3 and didn't like it. He thought the...
  41. howardoark

    2017 Investor Roundtable:General Discussion

    I did promise to get back to this, but it is somewhat like reading Finnegan's Wake (not that I got through the first five pages). I think the first paragraph has something to do with my user name. In the second paragraph we diverge in temperament since I think the stock market is a casino and he...
  42. howardoark

    2017 Investor Roundtable:General Discussion

    The TM3 being a mediocre car, while unlikely, is not a vanishingly small probability. A significant market developing for BEVs is not a sure thing, but somehow the fact that few people want the Bolt, Motor Trend Car of the Year and favorably compared to the TMS, doesn't phase anyone around...
  43. howardoark

    2017 Investor Roundtable:General Discussion

    Indeed, my real name is not Howard Oark - howardoark is a self-referential in-joke regarding Ayn Rand's (let me say this one more time in case the Dorthy Parker guy didn't put me on ignore, I loathe Ayn Rand) best known character and an homage to howardroark on the Motley Fool. It is true that...
  44. howardoark

    2017 Investor Roundtable:General Discussion

    Edwin Edwards once said the only way he would not be re-elected was if he was caught in bed with a dead girl or a live boy. It was a joke, I apologize for offending you. And I agree with Ms. Parker about Ayn Rand.
  45. howardoark

    2017 Investor Roundtable:General Discussion

    No I read everything - I think I'm the only one here who has doubts about their position. Didn't really get the Dorthy Parker post, but I promise to go back to it tonight.
  46. howardoark

    2017 Investor Roundtable:General Discussion

    No I read everything - I think I'm the only one here who has doubts about their position. Didn't really get the Dorthy Parker post, but I promise to go back to it tonight.
  47. howardoark

    TSLA Technical Analysis

    If someone would point out who the TA experts are, I promise to go through their posts
  48. howardoark

    TSLA Technical Analysis

    Full disclosure, I'm short TSLA and I'm only so-so on TA - I agree that human psychology never changes and that short-term human reactions to share price moves will be, generally, the same over the generations so TA does have something to tell you. But I also believe that fundamental analysis...
  49. howardoark

    2017 Investor Roundtable:General Discussion

    They would then be among the people who I pointed out made money in TSLA and some of them would be in the subset of people, that I pointed out, would have who made serious money. More power to them.