Or just accelerating zero energy credit requirements. Seems like that still allows people to get ICE, they just have to pay through the nose for it which makes them support EV indirectly, like a carbon credit with its superior economics but which is not politically palatable when directly consumer facing.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Rob Maurer made the point in his daily video yesterday that Tesla has sold about 100K Powerwalls in the past 4 qtrs, for an average rate of 25K/qtr. The CNBC headline (which cause the algo-pannik Aftr-hrs) says they had a chip supply limit of 30-40K/qtr, which would be a 20-60% increase over the past year. And we now know via Elon's Solarcity testimony that demand is > 80K per qtr, and at least 2 new suppliers are queing up with their 4680 offerings (Samsung SDI and LG). It's not a nothing burger - it's good news CNBC tried to spin as baad... (muppets)
Algo-bots r so gullibull...
Data last updated Jul 14, 2021 05:41 AM ET.
Cheers!
Algo-bots r so gullibull...
TSLA Pre-Market Quotes Live
Data last updated Jul 14, 2021 05:41 AM ET.
| Consolidated Last Sale | $672.1 +3.56 (+0.53%) |
|---|---|
| Pre-Market Volume | 33,219 |
| Pre-Market High | $674.5 (05:26:06 AM) |
| Pre-Market Low | $663 (04:07:04 AM) |
Cheers!
Rob Maurer made the point in his daily video yesterday that Tesla has sold about 100K Powerwalls in the past 4 qtrs, for an average rate of 25K/qtr. The CNBC headline (which cause the algo-pannik Aftr-hrs) says they had a chip supply limit of 30-40K/qtr, which would be a 20-60% increase over the past year. And we now know via Elon's Solarcity testimony that demand is > 80K per qtr, and at least 2 new suppliers are queing up with their 4680 offerings (Samsung SDI and LG). It's not a nothing burger - it's good news CNBC tried to spin as baad... (muppets)
Algo-bots r so gullibull...
TSLA Pre-Market Quotes Live
Data last updated Jul 14, 2021 05:41 AM ET.
Consolidated Last Sale $672.1 +3.56 (+0.53%) Pre-Market Volume 33,219 Pre-Market High $674.5 (05:26:06 AM) Pre-Market Low $663 (04:07:04 AM)
Cheers!
do we know why Tesla has yet to shift to Iron chemistry for power wall? I get that if it’s a chip issue that’s irrelevant for now but still.. there’s only one drawback to iron and that’s weight. If you have to cut the powerwall into two pieces and double the electronics as to not bring the wall down I suspect it is still a win.
one of the rumored difficulties (from Panasonic claims I believe) is the increased chance of malfunction in the 4680 cell but again iron is superior in that regard.
As I recall from battery day iron cheaper and energy density not a concern with stationary storage.
Artful Dodger
"Neko no me"
Other LFP advantages:
- Bty life > 5x vs common Li-Ion chemistries
- about 1/3rd the cost for the anode material
- Faster charge/discharge rates for same capacity
- can be charged to 100% SOC routinely
- not damaged by extended storage at 100%
- less vulnerable to high ambient heat or risk of fire
Which is irrelevant unless you're trying to go really fast or really far. Then Tesla nickle chemistries (via Dr. Jeff Dahn) are the best choice.
Otherwise, it's LFP FTW!
Cheers!
Cathy Wood will be on CNBC to discuss China this morning. No mention of Tesla At this time.
There was mention that the state of Alaska had padded their holdings with an additional 100,000 shares (up from 2k shares) and done well.
There was mention that the state of Alaska had padded their holdings with an additional 100,000 shares (up from 2k shares) and done well.
hacer
Active Member
Selling can only "hit" bids not asks. Your last circled trade for TSLA showed an uptick of $0.01 so this would actually be a buyer "hitting" the ask.
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Very interesting technical analysis of Gali´s recent FSD beta failure with monorail posts by rice_fry and greentheonly -
looks like the system does see the posts but has not yet been trained to avoid them:
looks like the system does see the posts but has not yet been trained to avoid them:
Other LFP advantages:
LFP is a slam dunk for stationary storage, and for most mobile applications except when the absolute highest performance is required (which depends upon energy density).
- Bty life > 5x vs common Li-Ion chemistries
- about 1/3rd the cost for the anode material
- Faster charge/discharge rates for same capacity
- can be charged to 100% SOC routinely
- not damaged by extended storage at 100%
- less vulnerable to high ambient heat or risk of fire
Which is irrelevant unless you're trying to go really fast or really far. Then Tesla nickle chemistries (via Dr. Jeff Dahn) are the best choice.
Otherwise, it's LFP FTW!
Cheers!
Exactly. Hence my question. I suppose it will get sorted out eventually.
Artful Dodger
"Neko no me"
AK increased stake in TSLA was reported on Jan. 19, 2021 so it must have become known through end-of-quarter filings for Q4 2020:
Alaska Invests In Tesla (TSLA) — Owns 126,754 Shares - CleanTechnica
Alaska's Department of Revenue has raised its stake in Tesla (TSLA) stock and reduced its investments in three other stocks to make room for that stake, Barrons reports. Those stocks are as follows
cleantechnica.com
SebastianR
Active Member
I think that's a massive mistake. It is too late for an ICE ban in Europe. 2035 is not going to make a difference. The conversion will have occurred before. Already today there are a million car related conspiracy theories that try to spin the obvious, clear and open failure of German car makers into a sinister game of politics "the EU is out to get German car makers, the EPA only fined VW on emission cheating as part of a war against German car makers, the Chinese only instate ICE regulations to kick-out the German car makers" etc. If the EU would ban ICE cars, the idiots feeing like victims (where quite frankly the German car industry had the best pre-conditions to be leading BEV making by far!) would be emboldened.
So personally I don't think an ICE ban by 2035 is going to make a difference and I would prefer if the EU does not institute an ICE ban.
That is a great article. Interesting contrast might be the how Alaska is preparing or looking toward a world seeking a replacement for fossil fuels Vs how TX is preparing.AK increased stake in TSLA was reported on Jan. 19, 2021 so it must have become known through end-of-quarter filings for Q4 2020:
Alaska Invests In Tesla (TSLA) — Owns 126,754 Shares - CleanTechnica
Alaska's Department of Revenue has raised its stake in Tesla (TSLA) stock and reduced its investments in three other stocks to make room for that stake, Barrons reports. Those stocks are as follows
Easy fix. Gali should paint a garbage can on the columns and try it again.
j6Lpi429@3j
Closed
The good thing about a ban is that people actually think a ban will happen. It doesn't matter how many times you point to the low running cost of an EV or the accelerating growth of Tesla, people are more likely to accept that they are going to get an EV soon if they know they simply will not be able to buy one due to the law.
'EU BANS ICE CARS' is easier as a headline than lots of charts and graphs showing why the ban wont be needed.
Thus, I think its a good thing, and its also a signal to legacy dinosaur-juice companies that they have no option but to transition. 90% will fail and go bankrupt anyway (who cares) but it might encourage the few survivors to transition faster?
j6Lpi429@3j
Closed
Oh...anecdotal data point: I see a LOT of adverts for the mach-e on TV (broadcast TV) here in the UK. Its not targeted at me as an EV enthusiast either, its mainstream TV aimed at everyone.
They are likely paying a lot of cash to try and shift them. They have cliched footage of them driving past wind turbines to try and seem like they really get it. cringe.
They are likely paying a lot of cash to try and shift them. They have cliched footage of them driving past wind turbines to try and seem like they really get it. cringe.
Tesla China sues owner for fabricating brake failure. Third party analysis indicates driver stepped on accelerator instead of brake. The replies are not kind to this individual.
Artful Dodger
"Neko no me"
Did you expect them to go quietly?
Yep Ford is moving faster than any other legacy and you know, 5 years ago I would not have guessed that. It's really quite impressive, the Ford family must have really gotten behind this change. Good for Ford!
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