Shorting Oil, Hedging Tesla

[ggies07]

Guys, what do you think about this situation? Will this be Trump's perfect opportunity to damage the clean energy market so that he can make coal/dirty industry look good again?

International Trade Court rules Suniva and US Solar panel industry injured – what does it mean and who will be hurt

 

[jhm]

Guys, what do you think about this situation? Will this be Trump's perfect opportunity to damage the clean energy market so that he can make coal/dirty industry look good again?

International Trade Court rules Suniva and US Solar panel industry injured – what does it mean and who will be hurt

How about this?

California cities sue big oil firms over climate change

Know any good tobacco lawyers?

 

[kenliles]

Know any good tobacco lawyers?

I do actually
as hypocritical as the oil-slickers
they all stopped smoking long ago
in 'their own defense'

 

[SwTslaGrl]

IKEA made a massive bet on electric cars
21 Sep 2017 3:03 PM

Ikea’s acting Head of Sustainability Pia Heidenmark-Cook revealed the Swedish furniture chain’s global bet on EV’s at an event at the New York Climate Week.

In practice, it means that 355 Ikea stores on 30 different markets will switch entirely to electric car transportation and infrastructure.

“The initiative concerns our own vehicles at the department stores and offices, but it also includes the partners who take care of our home deliveries. Moreover, we will install charging pods at all department stores to encourage both our employees and customers to switch to electric vehicles,” she told Swedish daily Dagens Nyheter (DN).

Ikea hopes to boost sales for EV manufacturers and hence reduce the prices on electric vehicles. The relatively high prices of EV's are currently holding many potential buyers back, according to Pia Heidenmark-Cook.

Ikea is part of a coalition of ten global corporates, called EV100, that announced its support for electric vehicles this week. Ikea is joined by companies including Unilever, DHL, HP, Baidu and Swedish energy company Vattenfall.

"We want to make electric transport the normal," said Helen Clarkson, CEO for The Climate Group, the international nonprofit spearheading the effort.

Ikea sees the initiative, which runs towards 2030, as a springboard for making further investments.

“We are also looking at the possibility of investing in companies that promote the transition towards electric cars, or entering long-term partnership to show that this is important,” says Heidenmark-Cook to DN.

IKEA just unveiled a massive bet on electric cars

Also a link in the article:
10 Top Companies Commit to Electric Vehicles, Sending Auto Industry a Message

 

[SebastianR]

IKEA made a massive bet on electric cars
[...]

Ikea is part of a coalition of ten global corporates, called EV100, that announced its support for electric vehicles this week. Ikea is joined by companies including Unilever, DHL, HP, Baidu and Swedish energy company Vattenfall.

"We want to make electric transport the normal," said Helen Clarkson, CEO for The Climate Group, the international nonprofit spearheading the effort.

Ikea sees the initiative, which runs towards 2030, as a springboard for making further investments.

“We are also looking at the possibility of investing in companies that promote the transition towards electric cars, or entering long-term partnership to show that this is important,” says Heidenmark-Cook to DN.

I think the Tesla Semi business will be successful for two reasons: first it will be initiatives like this (note that Inter Ikea - the distribution / heavy hauling part of the Ikea imperium for now is not part of this agreement due to the lack of heavy duty trucks!) of companies that want to manage their emissions and then to finish oil off it will be plain cheaper to use EVs for trucking - but that may take a year or so to be generally recognized (many companies are conservative moving to new technology if it is not yet "proven").

 

[ValueAnalyst]

I expect WTI and Brent oil at $70 and $72 per barrel, respectively, by year-end.

I expect U.S. national average gasoline prices above $3.25 by year-end.

 

[jhm]

I expect WTI and Brent oil at $70 and $72 per barrel, respectively, by year-end.

I expect U.S. national average gasoline prices above $3.25 by year-end.

Ok, you can still buy Dec and Jan futures for under $51/b. A 40% gain in a quarter would be a pretty impressive trade.

 

[jhm]

Don't Think of It as a Car. Think of It as a Job.

This is a very good way to frame vehicle electrification. There is a full spectrum of mobility needs and electric solutions.

Electric bikes are doubling every 36 months. Along with electric scooters, this helps offset the need for cars, EV or not.

 

[ValueAnalyst]

Ok, you can still buy Dec and Jan futures for under $51/b. A 40% gain in a quarter would be a pretty impressive trade.

Why lock up capital when I can invest in TSLA and realize more than that return?

 

[jhm]

Why lock up capital when I can invest in TSLA and realize more than that return?

You think Tesla will gain more that 40% in 3 months? $490/share by end of year?

 

[jhm]

Exclusive: VW moves to secure cobalt supplies in shift to electric cars

VW is looking to lock up a ten-year supply of cobalt, enough for 150GWh/year.

 

[TNEVol]

I expect WTI and Brent oil at $70 and $72 per barrel, respectively, by year-end.

I expect U.S. national average gasoline prices above $3.25 by year-end.

Pure speculation but my bet is <60 and <$3.00

 

[ValueAnalyst]

You think Tesla will gain more that 40% in 3 months? $490/share by end of year?

If I'm right on my oil price prediction and if Tesla achieves its 5,000 Model 3's per week rate by year-end, then yes.

 

[ValueAnalyst]

Pure speculation but my bet is <60 and <$3.00

You said the magic word. I'm posting on my thread.

 

[GoTslaGo]

You said the magic word. I'm posting on my thread.

I knew that was coming!

 

[ValueAnalyst]

I knew that was coming!

I could never use the phrase, "if I were a betting person," and keep a straight face...

 

[generalenthu]

I am a big fan of this show, and this weekend, Chris is running a 33% off promotion. This crowd should love it. Can't recommend enough.

Transition Show on Twitter

 

[renim]

There is no Rogue EV coming in 2019. Do you know any different?

Nissan to reveal electric SUV to join Leaf | Autocar
"The new battery-powered model will go on sale in 2019 "
"Design boss Alfonso Albaisa told Autocar the model will be “a little bigger” than the Nissan Qashqai, which uses traditional petrol and diesel powertrains. "

so Rogue EV by another name.

It begs credibility for Renault Nissan to target a doubling every year in the 'electric' sector, even if it includes e-power series hybrid.

but it does reflect that Renault, Mitsubishi and DongfengNissan are all likely to be more electrified than the mothership Nissan.

 

[renim]

wild guess
12 EVs from alliance

Mitsubishi
1 (current 1 Kei)
+1 (ASX (oultander Sport))

Renault
3 (current 4, Zoe/Kangoo/Twizy/drop SM3 sedan)
+1 (SUV)
+1 Dacia

Nissan
2 (LEAF, ENV-200)
+2 (Rogue, Infiniti)
(1 Kei, not considered separate model to Mitsubishi Kei)

Dongfeng Nissan
2 current leaf, SM3 sedan
+1 ($8,000 EV)
(+1 copies from alliance SUV)

Mitsubishi PHEV tech
(outlander PHEV phase out, replaced by)
1 E-motor, small SUV, Outlander Sport PHEV
2 E- motor, mid SUV, Eclipse Cross PHEV (similar to current Outlander PHEV, but cheaper 3 cyl etc.)
3 E-motor, large SUV, Outlander PHEV 2 (ground tourer)

* some of the above transferred to Renault/Nissan/Dacia, ie Qasqai PHEV, Maxima/Murano PHEV etc.

Nissan series hybrid
E-power
to various Japanese market ICEs

*group wise, RenaultNissanMisubishi has produced on average 1 new EV per year for the past 7 years, its not that incredulous for this to continue for the next 5 years to make a total of 12 'new' EVs.

but can RenaultNissan really build upon the Mitsubishi PHEV foundation? Its analogous to BYD dynasty series.

 

[jhm]

If I'm right on my oil price prediction and if Tesla achieves its 5,000 Model 3's per week rate by year-end, then yes.

Ok, my money is on Tesla. So let's watch this race. At Friday close,

WTI Jan 2018 $51.21
Tesla (TSLA) $351
Exxon (XOM) $79.92

Let's which one lands the biggest return by year end.

We're probably all pulling for Tesla, but this could be fun to watch.

The broader relevance here goes to how that financial markets allocate capital. I threw in Exxon so we could compare a stock to a stock, and not just to a commodity. Should the markets be pouring more money into EV makers than oil? We shall see.