My guess why @Starno may be right. Lot's of oil/gas is supported by debt. Debt financed by major banks/institutions. When the "renewable revolution" takes off, there's going to be a lot of stranded assets, imploding majors and defaults...IMHO. Just hoping that there will be enough jobs created by renewables (and subsequent industries and off-shoots) to absorb the workers.
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My guess why @Starno may be right. Lot's of oil/gas is supported by debt. Debt financed by major banks/institutions. When the "renewable revolution" takes off, there's going to be a lot of stranded assets, imploding majors and defaults...IMHO. Just hoping that there will be enough jobs created by renewables (and subsequent industries and off-shoots) to absorb the workers.
ValueAnalyst
Closed
20 million all-electric cars replace only 1 million barrels per day of oil demand.
The world consumes nearly 100 million barrels of oil per day.
Y'all berate me for predicting Tesla will manufacture 10-15m all-electric cars in 2025.
Yet at the same time say "peak oil in 2022!"
Smh......
20 million all-electric cars replace only 1 million barrels per day of oil demand.
The world consumes nearly 100 million barrels of oil per day.
Y'all berate me for predicting Tesla will manufacture 10-15m all-electric cars in 2025.
Yet at the same time say "peak oil in 2022!"
Smh......
Now, now, I've never berated you for your prediction. That being said, 10-15 m all electric cars in 2025 doesn't all have to be from Tesla to cause peak oil in 2022. Don't forget Chinese EVs, Volvo, the German majors. I suspect by 2025 we will have many more players in the EV market (which is Elon's goal). What will set Tesla apart is that they will have the best one out there, IMHO.
ValueAnalyst
Closed
Idk... competitors better start building their first gigafactories... but even the most ambitious one (Energy Absolute) I've seen so far "reportedly has plans for a $3 billion factory in Asia with an annual production capacity of 1 GWh per year scaling up to 50 GWh per year by 2020."
By then, Tesla will have 5+ operational at some capacity, so 300+ GWh?
the way I see it: Tesla will command more than half of global battery manufacturing capacity for many years to come. I wouldn't be surprised if Tesla announced locations for yet another 3-4 Gigafactories by 2019.
ValueAnalyst
Closed
Am I the only one feeling like a little kid on Christmas eve?
You're a day too early. Go back to sleep
ValueAnalyst
Closed
Gigafactory timeline
For my projections to come true, Gigafactories 3,4, and 5 need to start coming online by 1Q20, and finished by 4Q21.
I also expect Tesla to announce locations for another 3-5 Gigafactories by end-19/2020.
For my projections to come true, Gigafactories 3,4, and 5 need to start coming online by 1Q20, and finished by 4Q21.
I also expect Tesla to announce locations for another 3-5 Gigafactories by end-19/2020.
ValueAnalyst
Closed
racer26
Active Member
I've learned not to get too excited. About a year ago I got burned on SMP2 hype. I held 4000 shares worth of options that were about $10 out of the money, and then SMP2 fell on the weekend, and I read it and was all excited for the prospect of the SP going gangbusters on the next trading day with all these future revenue plans, only to be met with wall st's reaction of ZOMG THE CAPEX, BETTER SELL.
DragonWatch
Small FootPrint
Welcome to the new ICE age Porsche reveals the fastest 911 ever
Tesla might lose one MS to this Porsche ~ Okay, not Do you think someone in the ICE industry might get a charge at some point?
Good luck to all tomorrow ~ Sunday. Especially Tesla and Bulls
Porsche reveals the fastest 911 everTesla might lose one MS to this Porsche ~ Okay, not
Do you think someone in the ICE industry might get a charge at some point?Good luck to all tomorrow ~ Sunday
. Especially Tesla and Bulls
larmor
Active Member
Of course wait till tesla reveals their extra special "Frunk liner delete" MS... just sayin'Welcome to the new ICE age
Tesla might lose one MS to this Porsche ~ Okay, not
Good luck to all tomorrow ~ Sunday
It's a potemkin village to deceive the intergalactic bank
We might also have rolling recessions, for instance healthcare that takes up about 20% of GDP
May suffer a recession if and when market forces are introduced.
It's a dog eat dog world:
"Panasonic Eco Solutions North America and US-based inverter manufacturer Pika Energy have formed a partnership to offer Harbor 10P/15P Smart Battery, a DC-coupled solar smart battery solution.
Harbor 10P/15P will begin shipping in late 2017 and is available for pre-order today, the companies announced.
The solar-ready Harbor Smart Battery combines Panasonic's renowned Lithium-Ion battery modules and Pika Energy's power electronics in a slim, floor-standing, wall-mounted enclosure. Powered by Panasonic's Li-Ion battery technology, this smart battery provides 10kWh or 15kWh of usable energy and up to 6.7kW of continuous power. Harbor 10P/15P can be used for clean back-up power, self-supply, time-of-use and other solar-plus-storage applications."
Panasonic, Pika Energy offer Harbor Smart Battery for solar-plus-storage - Clean Technology Business Review
"Panasonic Eco Solutions North America and US-based inverter manufacturer Pika Energy have formed a partnership to offer Harbor 10P/15P Smart Battery, a DC-coupled solar smart battery solution.
Harbor 10P/15P will begin shipping in late 2017 and is available for pre-order today, the companies announced.
The solar-ready Harbor Smart Battery combines Panasonic's renowned Lithium-Ion battery modules and Pika Energy's power electronics in a slim, floor-standing, wall-mounted enclosure. Powered by Panasonic's Li-Ion battery technology, this smart battery provides 10kWh or 15kWh of usable energy and up to 6.7kW of continuous power. Harbor 10P/15P can be used for clean back-up power, self-supply, time-of-use and other solar-plus-storage applications."
Panasonic, Pika Energy offer Harbor Smart Battery for solar-plus-storage - Clean Technology Business Review
MitchJi
Trying to learn kindness, patience & forgiveness
I find that both of you have some very useful things to say.
What bothers me, a little bit is your over-the-top pessimism, which seem to be exacerbated by @ValueAnalyst's over-the-top optimism.
What bothers me even more is the personal attacks.
But please don't stop posting because of me!
MitchJi
Trying to learn kindness, patience & forgiveness
Elon repeatedly said that he is very confident about this. When I hear people saying that it's not going to happen or it's unknown if it's going to happen I remember the used rocket landing on a barge floating in the ocean and I smile.
IMO that means that you are guaranteed to have an extremely conservative estimate.
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