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So found out there are 378 Powerpacks been shipped to Australia since October and 20 more on the sea for a cool total of 398 Powerpacks for Q4.

There are couple smaller Powerpacks shipment that's not assigned to Tesla Australia, not counting those to the industrial project.

210kWh * 398 = 83.58 MWh

Also saw BYTON sending a vehicle chassis to Shanghai.
Tesla big battery adds new capacity and services on march to 100pct renewables grid | RenewEconomy

Guess Hornsdale will take some of that Powerpacks
 
he tripped all over himself and misspoke a few times (although it was a long presentation and i’d have misspoken too).

but bottom line he put on a tutorial how to short tesla (and lose)

how cnbc gets away with is is beyond me. trash

(emphasis in the quote added by me)



whose going to call attention to CNBC's misinformation?

the NY Times? Bloomberg? the Wall Street Journal? Reuters? the LA Times? Fox Business? the AP? Yahoo Finance? Marketwatch? PBS? Business Insider? Forbes? Fortune? ABC/CBS/NBC? Time? Tech Crunch? NPR? USA Today? Ars Technica?

when everyone on the police force is "on the take," this kind of "trash" effectively gets a police escort.

somewhere around 2015/16, I think it became apparent to people at just about all these organizations that this is basically where things stand, and we've regularly seen shark jumping nonsense presented as sober, "adult in the room," 'authoritative' wisdom (see Chanos, and his cronies) and insightful, deep understanding presented as fluffy, ungrounded hope-ism (see Cathie Woods, Ron Baron,...).
 

A couple interesting quotes:

The addition of hundreds of new Tesla Powerpack batteries – at a cost of $71 million – will add 50MW/64.5MWh capacity to the existing facilities of 100MW/129MWh, lifting its capacity by 50 per cent and reinforcing its ranking as the biggest lithium-ion battery in the world.

Neoen noted that in its first full year of operation, the battery saved consumers more than $50 million, and these savings would continue to grow once the new addition was in place in 2020. It also earned a profit of $22 million in its first full year of operations.

So the original install cost was about $96 million, and it made $20 million in profit and saved consumers $50 million in the first year, that thing is like printing money. A ~73% return on investment in just the first year, and the savings are expected to grow even more. :eek:

The other thing to note is that Tesla has raised the price as adding 50% more capacity is going to cost them ~74% of the cost of the original install. (Tesla really was giving "samples" out to prove the worth and get them hooked.)
 
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I saw the following headline in my feed and thought it interesting that the photo used for the story was of a LEAF hearse for a fire recall that only affects Nissan ICE vehicles...:rolleyes:

Tesla gets most of this crap in news coverage, but happens to other EVs too.

Screenshot_20191118-222234.png


If you're wondering about the media outlet, it rhymes with Box Views. I won't give them any clicks with a link.
 
Color me shocked! The Chevy Corvette wins COTY!

The Chevrolet Corvette is the 2020 MotorTrend Car of the Year - Motor Trend

"Sometimes, a car comes along that leaves the automotive landscape different than before. In today's Silicon Valley parlance, we'd be tempted to term such a car a "disrupter." The last car to so radically shift the car world was the Tesla Model S, our 2013 Car of the Year.


This time around, our 2020 MotorTrend Car of the Year, the Chevrolet Corvette, fully scrambles the order of things. Simply put, never before has so much four-wheeled exoticism been attainable for so little money. Or I should say, so much good exoticism.

Chevrolet Performance did not phone in the first-ever production mid-engine Corvette. It dialed it, massaged it, honed it, crafted the new 'Vette to the point of the nearly impossible. The eighth-generation car will bring people into dealerships who previously would never have come in. The mid-engine Corvette is a game changer, an inflection point, and a reminder that when Americans truly set our minds to a task, look out. For soon you'll be standing on the moon—or driving the sports car equivalent thereof.
 
Watching CNBC talk Tesla...painful................BUT, watching Tim try to describe his short position and squirm/fluster/bluster...priceless:cool:

I like how Tim’s right leg was shaking while he was splaining his flawed short position, body language says everything. He’s ready to capitulate at $370, which means he should be losing some hair the last couple weeks.
 
Sometimes, a car comes along that leaves the automotive landscape different than before. In today's Silicon Valley parlance, we'd be tempted to term such a car a "disrupter." The last car to so radically shift the car world was the Tesla Model S, our 2013 Car of the Year.


This time around, our 2020 MotorTrend Car of the Year, the (Chevrolet Corvette), fully scrambles the order of things. Simply put, never before has so much four-wheeled exoticism been attainable for so little money. Or I should say, so much good exoticism.

(Chevrolet Performance did not phone in the first-ever production mid-engine Corvette). It dialed it, massaged it, honed it, crafted the new ('Vette) to the point of the nearly impossible. The eighth-generation car will bring people into dealerships who previously would never have come in. The mid-engine Corvette is a game changer, an inflection point, and a reminder that when Americans truly set our minds to a task, look out. For soon you'll be standing on the moon—or driving the sports car equivalent thereof.

Take out the part in parenthesis and I'd could have sworn that the Model 3 won lol.

Silicon Valley parlance? Soon you'll be standing on the moon?

Almost seems like the award was somehow snatched out of the hands of the M3.
 
Watching CNBC talk Tesla...painful................BUT, watching Tim try to describe his short position and squirm/fluster/bluster...priceless:cool:

Not everyone is well spoken in front of an audience (e.g. Elon Musk).

What makes me very suspicious about Tim Seymour's presentation on his TSLA Short strategy is that he offered no documentation of how he had actually traded TSLA. So while the few specifics he gave on his trades seem to indicate that his strategy so far has worked out very poorly, I can easily imagine that he is glossing over some actual trades with substantial losses.

I could have put on a tie and stood in front of the exact same historic TSLA SP chart and explained how buying low and selling high (in that order, or the inverse for that matter) had worked wonders for me. Which means that anyone could do it.
 
Color me shocked! The Chevy Corvette wins COTY!

The Chevrolet Corvette is the 2020 MotorTrend Car of the Year - Motor Trend

"Sometimes, a car comes along that leaves the automotive landscape different than before. In today's Silicon Valley parlance, we'd be tempted to term such a car a "disrupter." The last car to so radically shift the car world was the Tesla Model S, our 2013 Car of the Year.


This time around, our 2020 MotorTrend Car of the Year, the Chevrolet Corvette, fully scrambles the order of things. Simply put, never before has so much four-wheeled exoticism been attainable for so little money. Or I should say, so much good exoticism.

Chevrolet Performance did not phone in the first-ever production mid-engine Corvette. It dialed it, massaged it, honed it, crafted the new 'Vette to the point of the nearly impossible. The eighth-generation car will bring people into dealerships who previously would never have come in. The mid-engine Corvette is a game changer, an inflection point, and a reminder that when Americans truly set our minds to a task, look out. For soon you'll be standing on the moon—or driving the sports car equivalent thereof.

it is a good looking car but with all their dealerships, they’ve never been able to sell more than 35k of them annually in the USA.

With prices approaching Model S I just don’t see sales skyrocketing.
 
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Reactions: Krugerrand
I have a friend who is a Fleet salesman at a local dealership who asked me what I thought of the Mach E show. I said it looks nice but he will try to flip customers to the Ford Edge for twenty grand less. He replied immediately with a thumbs up emoji.

let alone a top spec Ford Escape...

Really shows the dilemma existing ICE companies will have.

Ford’s solution was to call it a Mustang.
 
Very interesting, been digging at the shipment manifest and saw Tesla shipping battery to 豪森公司-希望成为智能装备研发、设计与制造标准的制定者与技术领导者 大连豪森、汽车智能装配、新能源汽车装配 which specialize in battery pack assembly. Is Tesla using local equipment supplier instead of Grohmann?

Tesla supposedly shipped the old slow MR/LR pack assembly equipment (that was replaced by Grohmann equipment) to GF3 to use for building the SR packs there for MIC Model 3s, so in theory they should be using already paid for hardware (rather then spending money on new hardware), rather than outsourcing the work. However, with Tesla, anything is possible. I'm not sure we ever had official confirmation (rather than rumor) that the old pack assembly equipment went to GF3.
 
Big battery incoming
NEOEN | News Release (pdf)

Sydney, November 19, 2019

Neoen and Tesla to deliver Australia’s most innovative battery with the expansion of Hornsdale Power Reserve in South Australia
  • A 50 per cent expansion of the world’s largest battery, Hornsdale Power Reserve, also known as the Tesla Big Battery, will provide additional grid stability while continuing to reduce the cost of electricity to consumers.
  • The site will be the first grid-scale battery in Australia to provide inertia benefits to the National Electricity Market facilitating the transition towards a high-penetration renewable grid.
  • The delivery of additional Tesla Powerpacks strengthens Neoen’s Hornsdale Power Reserve’s position as the largest battery in the world.
Neoen, (ISIN Code: FR0011675362,
 
That new 2020 Corvette is some amazing car. With a V8 and two seats it is only 4/10 of a second slower accelerating to 60 mph than the 5 seat Tesla Model S performance sedan that has been available for a while already and will be replaced next year by the plaid Model S that will be much faster.

Good thing that a soccer mom with 4 kids and a couple dogs (plus a cat for @Krugerrand ) in a Model S didn't pass the new Corvette during the video filming. THAT would have been embarrassing.
 
That new 2020 Corvette is some amazing car. With a V8 and two seats it is only 4/10 of a second slower accelerating to 60 mph than the 5 seat Tesla Model S performance sedan that has been available for a while already and will be replaced next year by the plaid Model S that will be much faster.

Good thing that a soccer mom with 4 kids and a couple dogs (plus a cat for @Krugerrand ) in a Model S didn't pass the new Corvette during the video filming. THAT would have been embarrassing.

MT has to sell magazines, they can’t keep giving us the #1 spot and recite the same facts every year: Tesla is too far ahead blah blah blah. Let’s hope the Tesla truck takes #1 in a couple years, that should raise some eyebrows.