doggusfluffy
Closed
It's looking like there will be a fast track vote possibly by tonight on the Energy bill which should be huge for SolarCity and Tesla Energy.
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Does anyone have a link to this letter? It's made public but I can't seem to find it on their website.
CALGARYARSENAL
Member
The longer the base the higher the space. Sit back and enjoy the ride. Tune out CNBC as they wont like this.
jhm
Well-Known Member
What specific provisions are good for TE and SC?
doggusfluffy
Closed
I don't believe anyone knows exactly what will end up in the bill...mystery sauce. Specifically beneficial I can't say for sure...but the Republicans appear intent on passing the bill due to LNG export concessions. Obama is standing firm it seems and demanding his Clean Energy legacy too.
S.2012 - 114th Congress (2015-2016): North American Energy Security and Infrastructure Act of 2016
MitchJi
Trying to learn kindness, patience & forgiveness
What clean energy legacy? "All of the above energy policy" aka nothing too
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FredTMC
Model S VIN #4925
So... as expected... Adam Jonas Morgan Stanley out today with "Shared Mobility" expectation as part of Tesla Master Plan Part 2 (see my wildcard #2 above)
Honestly, I agree with Adam... Privately owned cars having a utilization of 4%. This is very capital inefficient.
Bottom line is I'd be surprised and disappointed if the master plan part 2 doesn't contain something regarding "shared mobility"
flankspeed8
Member
Just checked and 7 of them (MS) have 50 miles which is what the number of miles new cars have listed on paperwork at time of delivery. 7 is not a real large amount but it means that these have never seen service as demo/loaner cars and most likely never will. Why would that be? Strictly customer cancellations? For whatever reason it is pretty apparent that they are pre-building a very few cars here and there. Not a big deal.
I don't think shorts are covering here. I think we are seeing some new longs come in since M3 reservations. Short interest seems to be maxed out rather than being reduced. Hopefully they will be able to hold through the bad Q2 ER, and then it should be up from there I would think...
These might be fresh arrivals to the demo fleet. I suggest checking for these VINs in a week or two to see if they accumulated additional miles. These also can be cars that were on display in the stores (this is most likely), and, therefore did not see any demo miles, but need to be sold now as stores are getting refreshed models.
CALGARYARSENAL
Member
Carbon industry getting desperate. I am getting paid tweets suggesting how Encana's ex CEO is a smart guy by suggesting electric vehicles are bad. This is the same company who's stock price has went from nearly 100 to 8 bucks. Pathetic.
flankspeed8
Member
I don't want to belabor an inconsequential item, but I do not believe these are in any way demo fleet cars that are in "active service." Based on the number of stores and the number of cars on the pre-built "new" page, Tesla does not list cars that are in the "active pool" or otherwise there would be listings for hundreds of them. Does this make sense? It is possible that they have several categories of cars though....those that are on the floor as display and likely will never see any miles so they can be sold as new, (50 miles on the ODO) those that are in active test drive service and those that are set aside for loaners for service. However, it seems that they have been pulling CPO's for service vehicles, not demo obviously as they would want the latest tech. Again, with the volume of cars Tesla builds, it is incredibly minor.
edit: I think that the data set is wrong as when I click on individual locations, cars appear that do not appear when you select on "any location"...strange. Looks like a glitch.
Serious question: How can you and Adam Jonas possibly think it is an automated ride service? Tesla has zero fully automated cars. It might be 4-5 HW revisions before that is possible. 10 years would be screaming fast for enough "9"s of safety. You really think they are going to announce that? They are already on record wanting to do full autonomy. Do that, then worry about monetizing it. I would be crazy pissed if the "master plan 2" was "someday when we have fully autonomous cars we will compete with Uber". For one thing, it's obvious. For another, its another example of over-promise syndrome. Actually it would be *THE* inexcusably irresponsible over promise. Such an announcement would serve no one, and no purpose. At best it would be an attempt to generate interest in stock ownership, but it wouldn't even do that since the greatest risk right now is the high promise/deliver ratio.
CALGARYARSENAL
Member
jhm
Well-Known Member
Well, the point of LNG exports is to remove surplus gas and drive up domestic prices on captive customers. Just look at how prices below $4/mmbtu in Australia are now jacked up over $20/mmbtu due to long-term LNG export contracts. This in turn has doubled the price of wholesale electricity which gets passed onto consumers. So if the gas industry can pull that off in the US too, that would be very good for TE and SC. Expensive natural gas drives up demand for rooftop solar and batteries.
Soaring gas prices take toll on generators as well as consumers
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This is overly harsh. For one, when Tesla revealed their first "secret master plan" think about how much over promising that was when written in 2006. Everybody wrote it off as a joke, and yet here we are. So even if its pie-in-the-sky type stuff, its a way of setting a mission and setting up expectations for everyone, especially internal employees, but also the market. I'm not sure what will be in this master plan 2.0, but I am almost certain it will sound unrealistic at first.
CALGARYARSENAL
Member
Jim Chanos is also short Seagate which is up over 22% today. Also short Cheniere Energy which is up 16% this month. He is in pain and could very well cover his Tesla position.
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Automated ride service accomplishes exactly what? It is a no-brainer any grandma can do once cars are autonomous. And such cars are already a clear target. This is no master-plan subject.
Energy sovereignty on the other hand is a paradigm shift that fits the bill just fine.
Tesla Motors + Solar City != Tesla Motors
One does not buy energy any more, he buys energy production capabilities (i.e. power).
Scrap that.. not production capability but receiving capability.
Sun is already a free and totally safe fusion reactor. Solar rays are wireless energy transfer to anywhere on the planet. Using solar lives on wireless transmitted power from free fusion reactor.
For the time being one can also sell that surplus energy to grid, reducing his TCO even further.
Gas cars will get mighty expensive.
Energy sovereignty on the other hand is a paradigm shift that fits the bill just fine.
Tesla Motors + Solar City != Tesla Motors
One does not buy energy any more, he buys energy production capabilities (i.e. power).
Scrap that.. not production capability but receiving capability.
Sun is already a free and totally safe fusion reactor. Solar rays are wireless energy transfer to anywhere on the planet. Using solar lives on wireless transmitted power from free fusion reactor.
For the time being one can also sell that surplus energy to grid, reducing his TCO even further.
Gas cars will get mighty expensive.
EarlyAdopter
Active Member
That's the REx version with the range extender internal combustion engine. I'd be willing to bet that's what caught fire.
dc_h
Active Member
Policies to promote wind and solar under Bush have been maintained, no small feat, with all the fossil lobbying. Clean air requirements hurt coal demand and impact lower middle class blue collar workers in many states. These people can vote in blocks and are normally democrats, but likely to be Trump supporters this cycle. It's nice to arm-chair quarterback, but I doubt Exxon is happier with last 8 years than Sierra Club.
Maintaining renewable policies until now is enough to keep the industry going, even if most support policies were removed. As long as a new administration doesn't create some tax or crazy rules making renewables more expensive, or discarding the EPA and any clean water and air regulations, solar and wind will continue to be the primary new sources of energy in the US. Nat gas has likely peaked in the US and future losses for coal will be mostly due to solar and wind. Getting a compromise now is a good thing. No one knows who will win this fall, but Trump's eco-policy is not likely to be good for the environment, so having a long term agreement now, rather than rolling the dice on the election reduces risks for the renewable industry. Hopefully there is some bone thrown to the coal states to help them transition. It will reduce the fight against clean energy and help states that will face tough times with the decline of a major economic sector. Remember, there are people (voters) on the end of all effective policies, not just "evil" corporations.
*I'm not saying some of the lobbying isn't in the "Thank you for smoking" spirit of civic responsibility, just that not all compromise is based on bad intent.
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