Captkerosene
Member
My pre-post split post: Why is the share price down so much today?Yep I heard the same, the SP will lose bout 2/3rds of it's current price!!!!
/s
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Not if it's also grid connected and selling during peak usage hours/doing arbitrage for a win-win.
Starting with China and Europe, of course.
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FastEddieB
Member
insaneoctane
Well-Known Member
There ya go -- next Gigafactory in Scandinavia!
Disconnecting makes no sense to me. Why wouldn't they put overproduction back into the grid on low demand days at least?How if it's disconnected from the electricity grid?
I have to assume he meant that they wouldn't need to draw power from the grid. Of course not all utilities allow you to sell power to them, and if they do it's often a credit vs cash back.
Seems risky anyway. What if you get a few cloudy days over a big travel weekend and people can't charge?
SP has stalled while Nasdaq/QQQ continue to rise. We were 10x QQQs earlier and now we're at 2x. Interesting.
Continued anemic volume. Also interesting.
Calm before the storm? Or just a case of the MMD and TSLA is going to rise into the split?
Continued anemic volume. Also interesting.
Calm before the storm? Or just a case of the MMD and TSLA is going to rise into the split?
cliff harris
Member
If Tesla wanted to stick solar panels anywhere, Europe would be the best bet, and UK or Germany the most profitable. Our Energy prices are INSANE right now. It looks like almost everyone's bills are up by at least 400-500% and likely to head towards 800% up on a few years ago.
UK wholesale prices: ( 2 years ago the price was Ā£50/mwh)
If you have solar panels and can put them anywhere, you would be crazy to stick them in a country like the US when Germany is about to go toe-to-toe with putin over gas in winter, and electricity is going to be the battleground.
If I was Elon I would be absolutely banning Tesla from installing any domestic solar in Germany until every square meter of the Berlin factory is covered in panels.
UK wholesale prices: ( 2 years ago the price was Ā£50/mwh)
If you have solar panels and can put them anywhere, you would be crazy to stick them in a country like the US when Germany is about to go toe-to-toe with putin over gas in winter, and electricity is going to be the battleground.
If I was Elon I would be absolutely banning Tesla from installing any domestic solar in Germany until every square meter of the Berlin factory is covered in panels.
I think he literally meant disconnected from the grid. By "over time" I think we can assume that this won't be anytime soon for the vast majority of Supercharger locations. Maybe in 15 years or so when battery storage has scaled up to a sufficient degree.
Not sure how "most" could. So many SC's have no room for moderate or large solar installations. To SC multiple cars off battery and solar is quite a feat in many areas. Even huge SC locations covered with solar can't keep up with the demand of moderate car traffic. Perhaps this means "solar offset" from other remote locations. Perhaps most is subjective or rural.
Andy O
Member
Crazy thought, but is it feasible for Spain to export hydrogen to Germany?
bkp_duke
Well-Known Member
Only issue with that is, have you seen the roof of Giga Berlin lately? Not sure why, but there is a ton of gear up there, much more so than other GFs.
Breaking. CA is mandating zero emission cars by 2035.
thesmokingman
Active Member
That's been known for a while though nothing new.
Governor Newsom Announces California Will Phase Out Gasoline-Powered Cars & Drastically Reduce Demand for Fossil Fuel in Californiaās Fight Against Climate Change | California Governor
Executive order directs state to require that, by 2035, all new cars and passenger trucks sold in California be zero-emission vehicles Transportation currently accounts for more than 50 percent ofā¦
www.gov.ca.gov
ZachF
Active Member
European solar resources suck unfortunately. Outside of Spain, capacity factor is only in the 2-4% range when NG demand is the highest (winter).
Europe is gonna need Spanish or Saharan solar.
The other unfortunate thing is that these energy prices are killing European manufacturing. These prices wonāt persist because huge swaths of European industry are basically on a countdown to death at these prices.
Even with the euro plunging in value European trade surplus in non-energy trade is basically gone because of these high energy prices.
Supply and demand is going to come back into balance from huge drops in energy intensive European industrial production.
Europe is in a bad, bad spot. Theyāre having to fund a rising energy import bill at the same time the competitiveness of their tradable good sector is collapsing from high energy prices.
There will be a steep recession in Europe this winter likely.
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TheTalkingMule
Distributed Energy Enthusiast
Housing report showed prices down .77% month over month. This week's oil report showed yet another build in total commercial stockpiles of crude and refined products, even with insanely high exports.
WH reasserted itself with nearly a full 1Mb/d release from the strategic reserve. Domestic crude production actually dipped a bit.
With more supply supposedly in the mail from both domestic and OPEC+, plus back-to-school ending the "driving season", we should see WTI continue it's drift downward soon.
Combine that with Nordstrom and most retail reiterating huge inventory glut, and these factors point to a dovish Fed in September IMO.
WH reasserted itself with nearly a full 1Mb/d release from the strategic reserve. Domestic crude production actually dipped a bit.
With more supply supposedly in the mail from both domestic and OPEC+, plus back-to-school ending the "driving season", we should see WTI continue it's drift downward soon.
Combine that with Nordstrom and most retail reiterating huge inventory glut, and these factors point to a dovish Fed in September IMO.
TheTalkingMule
Distributed Energy Enthusiast
All I want for Christmas is the ability to disconnect from all legacy internet and mobile phone providers.
A Starlink-backed TMobile product is a big piece of the puzzle.
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