mejojo
Active Member
And, whenever gas prices go a bit lower in California, a coincidence happens and one or two refineries go into maintenance.
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Short-Term TSLA Price Movements - 2015
- Thread starter Robert.Boston
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To play the devils advocate, why wouldn't you do maintenance while profits are low?
virtuesoft
Member
Baird have released a note saying that Tesla should be bought ahead of Q2 results. They have also reiterated their outperform rating and $335 price target on Tesla shares.
jhm
Well-Known Member
As oil moves into its sunset years, strategies change. Crude producers like Saudi Arabia move to keep volume up even at the expense of lower prices in a race not to leave massive reserves in the ground. Refiners have a different strategy. They want to minimize capital investments out of concern that these too may become stranded assets. So the refinery fleet will be allowed to age and be plagued with maintenance problems. So under this scenario retail gas prices increasingly disconnect with oil prices. This is slum lord economics. Retail prices will be as high as consumers are willing to put up with, and refinery fires could become more common.
mejojo
Active Member
doggusfluffy
Closed
This guy seems to be the best source for whether Model X are coming out of the factory and testing. I'm hoping with some daylight...another sighting.
overview for mdolphins2001
overview for mdolphins2001
have been following that thread on reddit, unfortunately cant tell what is actually driving in that video. but seems highly likely its an X
hockeythug
Active Member
Is it in autopilot mode, driving all the night, all alone? This would help reach the 1 million miles power train goal...
jhm
Well-Known Member
He's going the distance. He's going for speed. She's all alone, all alone in her time of need. Because he's racing and pacing and plotting the course, he's fighting and biting and riding on his horse. He's going the distance.
Going the Distance - Cake [Lyrics] - YouTube
mejojo
Active Member
http://www.consumerwatchdog.org/new...gate-refinery-“maintenance”-issues-driving-ca
“Since the beginning of February, California’s fourteen oil refineries have suffered ten serious slowdowns or shutdowns, many due to questionable causes or timing,” Consumer Watchdog’s letter said. “The timing of these overlapping outages raises questions about their true necessity, and about whether some refinery capacity may have been taken off line in order to drive up prices and profits for oil refiners at a time when some of their crude operations have been yielding less profits.”
“Experts have publicly and privately stated that they have never seen so many refineries down for planned and unplanned maintenance at this time of the year.”
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And all he really wanted was a woman in a short skirt and a looooonnng jacket.....
ev-enthusiast
Active Member
New Porsche Panamera will be out next year (link).
The new Panamera looks a lot like the old Panamera.
The new Panamera is powered like the old Panamera.
Porsche seems to ignore the latest achievements of Tesla to improve their all electric powertrain and what that means for sports sedans (Model S P90D in ludicrous mode).
This is no competition for a Model S especially as Model S is getting better and better over time.
New BMW X5 xDrive40e is in the camp as the Porsche.
IMHO there is no need for a plug in a car if that car does an EPA estimated range of only about 13 miles.
BMW seems to still ignore what Tesla is going to bring to market with Model X and what that will mean for sporty SUVs.
(link)
There is still no serious competition out there, every day this feels more and more like the Kodak moment.
The new Panamera looks a lot like the old Panamera.
The new Panamera is powered like the old Panamera.
Porsche seems to ignore the latest achievements of Tesla to improve their all electric powertrain and what that means for sports sedans (Model S P90D in ludicrous mode).
This is no competition for a Model S especially as Model S is getting better and better over time.
New BMW X5 xDrive40e is in the camp as the Porsche.
IMHO there is no need for a plug in a car if that car does an EPA estimated range of only about 13 miles.
BMW seems to still ignore what Tesla is going to bring to market with Model X and what that will mean for sporty SUVs.
(link)
There is still no serious competition out there, every day this feels more and more like the Kodak moment.
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EldestOyster
Member
Per ongoing discussion about oil:
- It seemed to me the widely held opinion in this forum was that even if gas were given out free, EV's would still be the compelling choice. But, you all seem to have arrived at that conclusion anyway.
- CARB's Mary Nichols wants as many emissions regulations as possible...doing away with ICE vehicles in California ( California Regulator Mary Nichols May Transform the Auto Industry - Bloomberg Business )
- Jerry Brown is using the permits and carbon credits to fund the so-called high speed rail project.
- If we get rid of gas, we will also get rid of gas tax revenue.
- Maybe we should use the carbon credit income to fix the roads instead. Something is going to have to pay for that.
- It seemed to me the widely held opinion in this forum was that even if gas were given out free, EV's would still be the compelling choice. But, you all seem to have arrived at that conclusion anyway.
- CARB's Mary Nichols wants as many emissions regulations as possible...doing away with ICE vehicles in California ( California Regulator Mary Nichols May Transform the Auto Industry - Bloomberg Business )
- Jerry Brown is using the permits and carbon credits to fund the so-called high speed rail project.
- If we get rid of gas, we will also get rid of gas tax revenue.
- Maybe we should use the carbon credit income to fix the roads instead. Something is going to have to pay for that.
mmd
Active Member
One funny thing in that link is the 2050 estimate of mix of vehicles from CARB. 52.6% fuel cell, 20.9% gasoline, 16.8% electric and 9.7% plug-in hybrids. IMO, projecting vehicle mix in 2050 is totally ridiculous.
mejojo
Active Member
OK...I just took profit on some caught falling knives from yesterday, so now the price is free to run!
The 52.6% fuel cell prediction for 2050 shows you where CARB's thinking is. They are not our friends, they are just as deluded as ICE manufacturers. They will suck money from EV projects and waste it on fuel cells...
ludicrousspeed
Member
Agreed. And people try to call Tesla investors nuts for having projections five years down the line. I think it will be interesting to see where Hydrogen Fuel cells end up after watching the Elon Musk video from 2015 on why Fuel Cells won't work. You would think they are talking about two different energy sources with how contrasting their views are.
Johan
Ex got M3 in the divorce, waiting for EU Model Y!
Not to go off on too much of a tangent, but this is sort of relevant since any new position papers or similiar from CARB can influence TSLA at least short term. I remember how CARB was dissected in Julian Cox's thread from a year ago. I'm mobile now so can't be bothered to dig up the exact references, but the short version is: Don't be fooled by CARB. They are bought and paid for by the fuel cell mafia.
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