-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Tesla’s rating is now Baa3 (from Ba1)This fits very well
I would have a lot more faith in these rating's agency's if they had a lot more rating classes.
Something like BaaBAcC1 and if you are a top-notch company you can get a AaBbCcDc1.23/XZ rating.
They remind me of a GM pickup truck...just put a bigger grill on it.....just as worthless.
Artful Dodger
"Neko no me"
bus'a'mov 
+4.16% @ 9:45 am ET
+4.16% @ 9:45 am ET
2daMoon
Mostly Harmless
Gee, lucky for the SP that Moody's has finally realized and told the world TSLA is no longer struggling in its ongoing quest to achieve the Mission.
At least now we don't have to carry Junk in the Frunk, eh?
/s
At least now we don't have to carry Junk in the Frunk, eh?
/s
What a relief! As an investor I no longer need to worry about Tesla.
<Checks Moody's rating of Credit Suisse> Baa2, one notch above Tesla
....uh oh
Paracelsus
Active Member
Mark Jacobson recently posted a brief summary comparing batteries to Diablo Canyon nuclear plant on California's grid. Despite what all the folks with stranded coal, natural gas, and nuclear power plant assets are wanting us to believe, the future is batteries, wind, and solar, not their stranded assets that they need us to continue to 'invest' in.
bkp_duke
Well-Known Member
Nuclear should not be removed from the grid till ALL other CO2 producing generation is converted to renewables+storage. To do so would be foolhardy.
X Fan
Active Member
Apologies if this has already been posted:
Falling Lithium Prices Are Making Electric Cars More Affordable (NY Times)
Last edited by a moderator:
Whenever Tesla or the transition comes up, I always say: "Batteries, Jerry...Batteries."
Huh???
Where do they think the batteries got the energy for the 3GW from?
So, if Diablo had twice as many reactors, it would be better than batteries?
There needs to be at least as much cumulative generation as load, batteries just allow time averaging the two parameters...
Apologies if this has already been posted:
Falling Lithium Prices Are Making Electric Cars More Affordable
Falling Lithium Prices Are Making Electric Cars More Affordable
An unexpected decline in the price of an essential battery material, along with those of other commodities, is good news for buyers. But experts disagree on how long low prices will last.www.nytimes.com
The Lithium in a battery pack costs around $1k-2k. So falling prices of Lithium may make production cost lower by a few hundred bucks. Manufacturing efficiency affects production cost a lot more.
When you look at the map it appears fairly urbanized beach community, what you don't see is that beach is protected shorebird nesting ground in the spring, the endangered Snowy Plover in particular uses that area of coastline. Unfortunately, all too often drunk locals like to go whompping in the sand in the middle of the night, and street access is not made impossible.
The IPCC reported out their latest report and a survival guide yesterday. It's finally becoming obvious.
This is manufacturing efficiency. Lithium should be quite inexpensive based on the possibility of Tesla bringing a 50 gwh refinery online within a year. If it were so difficult, it would take longer. Indeed, refineries were thought to take a half dozen years to build, which led to impossibly high prices for lithium.
This strikes me as a free lunch that Tesla is going to eat.
Last edited:
$200 per pack x 1.8million annual production is a $360million impact to the bottom line just for material costs
Procurement contracts etc in manufacturing are far more complicated than this and I think there will likely be a growing disparity between Chinese lithium (and other material) prices and critical minerals from non-Chinese sources that will qualify for credits/incentives in legislation like the US's Inflation Reduction Act, but this stuff can definitely have a big impact on profitability.
True, but is investing $1.4B to keep a nuclear plant running longer the best investment? Maybe, but solar, wind, and megapacks might be better.
GSP
Last edited:
bkp_duke
Well-Known Member
Megapacks are a 2+ year backlog. You literally cannot get them unless purchased years prior.
Yes, keeping existing nuclear running is by far the best option.
Similar threads
- Locked
- Locked
- Locked
