shlokavica22
Member
That's exactly my point. There are flavors to this topic and pushing Tesla into it is unnecessary.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
That's exactly my point. There are flavors to this topic and pushing Tesla into it is unnecessary.
mutle
Member
There are some reports from the new delivery center that Tesla is setting up in Hamburg harbor will be supplied from nearby rail, once it opens. They are also setting one up for Düsseldorf in nearby Neuss harbor, which also has rail lines nearby (but I have not heard any reports whether cars will be arriving by rail).
JRP3
Hyperactive Member
Facts don't come in flavors.
Difficult to eliminate emissions... Need to find a replacement for cement. If it could be done with solar it would be helpful. At least iron and metals are generally reusable but hard to reuse cast concrete.
I would comment that this pie is not particularly useful in its categorization IMO.
I would comment that this pie is not particularly useful in its categorization IMO.
As Yogi said: "Deja vu all over again." Daimler and Tesla had a joint development agreement in 2009. After four years it lapsed, and Daimler shortly thereafter resigned its Board position and sold its initial investment in Tesla shares.
MOD:
I wonder if anyone thinks a specific “Brexit” thread might be a good idea.
I wonder if anyone thinks a specific “Brexit” thread might be a good idea.
I might be wrong here... does "variable electricity" equal peaker plants? Cuz I heard of this company that makes batteries, but like big-size, industrial-scale batteries, that help flatten the demand peaks, so peaker plants may start getting shuttered soon. They recently installed one of these fancy batteries in the Australian desert and connected it to a wind farm, and they say it will pay for itself in just a few years.
Oh, and, that same company said something about battery-operated long-haul semis, so that could help with that "long-distance road transport" bit. It's weird, like they have thought about this stuff before!
But then I heard the CEO is this celebrity guy who's into pot smoking and keeps tweeting about his "big rocket", so who knows if they can be trusted...
JRP3
Hyperactive Member
Man, I'm still so thrilled with the EU getting Spotify rather than Slacker. I've been sitting here trying to stump it with obscure Icelandic band after obscure Icelandic band, and only succeeded once (Wesen, the short-lived side project between Júlía from Oyama and Loji from the defunct Sudden Weather Change). I mean, they even have asdfhg. - a band literally named by mashing keys on a keyboard.
I wonder if the US will be lucky enough to get Spotify at some point? Or maybe there was some sort of licensing problem?
I wonder if the US will be lucky enough to get Spotify at some point? Or maybe there was some sort of licensing problem?
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This is an interesting point and one that i find somewhat difficult to reconcile. To me it looks like the demand in the US is there but at the lower end of the range. It will be interesting to see how the splits between variants of the M3 play out once all are available.
Details suggesting high demand:
- Elon stating that they are not focused on increasing demand at all
- Removal of referral program
- Estimated increase in production this quarter to 83k
- Yesterday's VIN registrations for the us had no AWD models, suggesting that the performance version demand in the US is tapped out for now
- No waiting times (that i have heard of) even though the last month and a half's production has all gone abroad
- Price reduction
- General lag in demand after tax incentive reduction
- Shift of production focus to China - However tariffs are likely a much bigger driver of the decision
- Pricing up the low end version of the MS to incentivise those buyers to by performance M3
I guess the phrase "that makes PV uneconomical" was not clear enough.
At any rate, in October last year it was reported that the new government intends to suspend this controversial 'sun tax',
Spain: Government suspends controversial 7% solar power tax
"Mañana".
PS Edit: Per the Guardian this tax has actually been suspended,
Spain plans switch to 100% renewable electricity by 2050
- so that is hardly the reason for the disappointing Model 3 sales in Spain.
shlokavica22
Member
Fact - Diesel engines were considered to be "green" with lower CO2 than gas engines. They were shoved to us by government policies, tax deductions, etc.
Fact - Diesel engines polluted our environment much more than we realized and lead to worse health and deaths in the population.
Fact - climate change is controversial topic (doesn't matter what side you are on).
Fact - public traded company mingled in controversial topics can lead to long term financial harm.
shlokavica22
Member
To save you a click:
Elon Musk on Twitter
To clarify, I’ve not been involved closely with OpenAI for over a year & don’t have mgmt or board oversight
Musk left OpenAI one year ago. This news is just about some further details of the reasons behind that decision.
It looks like a pretty shrewd move from both sides.
Bezos gets an EV platform which is already developed and looks very suitable to delivery vehicles (large battery packs, plenty of torque, great for stop/start transport, lower greenhouse gas emissions), they just need to scale the production. Amazon gets a platform they can put Alexa through and develop into a wider self driving range. The reduction in transportation costs would create an even wider moat for Amazon's delivery service and more than pay for the investment if their plan works out.
Rivian gets one of the best possible customers to ensure there is demand as they scale their factory - literally anyone would fund them if they have orders for 100k (i'm making this number up, but it will be large) delivery trucks from amazon. They also get access to Amazon's IT stack and coders which will be very useful to develop their self driving and machine learning requirements. Amazon van's will go everywhere which should allow a huge dataset to be build in relatively short order.
Steve Jobs @tesla_truth“Cobalt prices have fallen more than 30% in 2019 to their lowest level in two years, according to figures from Fastmarkets through Feb. 6. Meanwhile, a lithium price index dropped for the 10th consecutive month in January to a multiyear low” — @WSJ
3:51 AM - 18 Feb 2019
Steve Jobs on Twitter
“Cobalt prices have fallen more than 30% in 2019 to their lowest level in two years, according to figures from Fastmarkets through Feb. 6. Meanwhile, a lithium price index dropped for the 10th consecutive month in January to a multiyear low” — @WSJ
3:51 AM - 18 Feb 2019
Steve Jobs on Twitter
Gotta keep nickel sulfate prices in check too, of course. But hopefully some of the new work on laterite processing will pay off bigtime. Tsingshan's HPAL work could be a real industry disrupter.
Well, I'm Spanish, I live in UK, and the most feasible reason for the disappointing Model 3 sales, IMO, is the current price point. The % of people considering price more important than value/price is higher than in other European countries.
If Brexit had happened under any former Labour leader, it would have been stopped by now. A crying shame that it was just at the moment a Euro-sceptic, Trotskyist was in charge (and I use the phase "in charge" loosely)
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Sean Wagner
Member
#China #Lux_Vehicle_Demand #2018
...
New-vehicle sales in China last year fell for the first time in the past 28 years.
But the luxury market continued to grow, with sales rising 8 percent to top 2.8 million.
...
Source [February 16, 2019]: How high-flying JLR lost its way in China
...
New-vehicle sales in China last year fell for the first time in the past 28 years.
But the luxury market continued to grow, with sales rising 8 percent to top 2.8 million.
...
Source [February 16, 2019]: How high-flying JLR lost its way in China
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