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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Paracelsus
Active Member
It is very inspirational to see Minnesota's California-like Renewable Energy & EV Transportation push. The surge is growing. Hard to believe someone as 'bat guano' crazy as Michele Bachmann can be elected in MN
Dive Brief:
Minnesota shuts down oil, manufacturing groups' attempt to derail Xcel EV pilot
Dive Brief:
- Minnesota regulators on Monday stamped out manufacturing and petroleum groups' attempt to reverse approval of Xcel Energy's $25 million electric vehicle pilot program.
- The state's Public Utilities Commission (PUC) approved the program in July, and five large industrial groups, including oil groups Marathon Petroleum and Flint Hills Resources, filed a petition with the commission on Aug. 6 asking regulators to reconsider the decision.
- Those groups argued the commission did not have authority to regulate Xcel for behind-the-meter charging and raised general ratepayer concerns. EV and clean energy stakeholders were skeptical of the groups' involvement, noting that it may be the beginning of a longer fight between oil and electric power interests as EV adoption grows.
Minnesota shuts down oil, manufacturing groups' attempt to derail Xcel EV pilot
Well, you heard they added 13k backorders this quarter, have you? No reason for them to get faster.
HG Wells
Martian Embassy
Fact Checking
Well-Known Member
I think making Pearl White default was, beyond simplifying color management, also a "demand lever" that Tesla pulled to develop organic demand. It looks fantastic (it's the best color, in my totally not biased view), so it has indirect marketing advantages as well.
TheTalkingMule
Distributed Energy Enthusiast
Stands out more among regular black sedans.
Except for silver, which they discontinued.
No annoying driver to bug you (many don't like to chit chat), no body odor from random dirty guy, no weird music, and for me the biggest of all is no jerky driving. I traveled weekly for years, so many drivers make me nauseous by constantly hitting gas brake/gas brake. Uber is pretty fast in most places but robotaxis should reduce that time even further.
Artful Dodger
"Neko no me"
Yes, Michele Bachmann made Jesse Ventura look like
But at least Arnold supports EVs, Tesla 3s, and Greta Thunberg (unlike some fossils).
EDIT: Big Boy're waking up now:
Tesla, Inc. Common Stock Real Time Stock Quotes
$258.27* +1.31 +0.50%
RoadsterPlease
Member
265 was the last peak before Q2 earnings, I think the price could go way higher until next wednesday
StealthP3D
Well-Known Member
Correct. Most of us would like to see other BEV manufacturers succeed in dramatic fashion. But they are only going to do it by putting out commercially viable vehicles that people WANT to buy (and CAN buy). You can predict the market will become bifurcated and that a substantial portion will forgo range and efficiency in lieu of an exterior shaped in a more "traditional" form and having a more "traditional" interior but until other makers are able to provide BEV's at prices and specs that people will buy in volume, it's just your claim that people actually want that. The market is the final judge of what people want.
My opinion is that the "traditional" inefficient shape you claim many people actually want is largely foisted on the public because cheap gas and the nature of how ICE's efficiency (inefficiency) curves work make it a viable option to ignore efficiency. While it's true that EPA rules have done a lot to encourage the adoption of more aerodynamic vehicles, the auto and oil companies were successful in getting them to exempt many types of vehicles (SUV's and trucks) from the fleet EPA averages. Thus we have the current situation, largely because the auto consumer is not composed primarily of sophisticated people who understand aerodynamics and economics. Specifically, the impact over time on a family's ability to save and become financially independent and doing it with a higher standard of living.
The nature of how an electric motors efficiency curve follows the power expended much more closely than ICE's makes aerodynamic inefficiencies stand out in a more obvious way. It is not covered up by the gross inefficiency of an ICE engine under very light loads. In contrast, an EV benefits hugely when it can travel at freeway speeds under very light loads. I'm sure the "average" consumer will remain relatively unsophisticated about aerodynamics and the impact on their personal finances over time but they will likely notice if they need to stop more often for a charge and if that charge takes more time. Because a BEV still needs to compete directly with ICE vehicles. Tesla gets this - I'm not sure other manufacturers do. And, so far, the market agrees with me.
But it doesn't stop at having to charge more often and for a longer time - the efficiency of a BEV affects the weight of the batteries required and, more importantly, the cost of the vehicle relative to its range.
And therein lies the problem. Most of us would love to see every car on the road an electric car. But the competition is still cranking out millions of stinky gas cars and people are buying them. That's why it's so important for the EV's to be competitive with ICE in terms of cost and range.
I think you are misreading valid criticism of EV's from other manufacturers as "delight in their failure". Most of us WANT them to succeed. But succeeding in the BEV market at this stage is like threading the needle through a very tiny eye. If your thread is all "fuzzy" it's not going to work. Everything has to line up correctly. So far, Tesla is the only manufacturer that has hit a formula that sells in volume. And a lot of that has to do with their high efficiency.
Maybe other manufacturers should take note rather than thinking they know better.
If they produce viable cars that sell in volume I'll cheer them on. But I'm not going to put lipstick on a pig and call it a "win". I certainly hope that part of Ford's plan of buying into Rivian and getting represented on their board of directors was not a strategy of delaying the transition away from their very profitable SUV and truck business. Because I WANT Rivian and other EV makers to succeed in a big way. But you need a desire to succeed in this business to make it happen.
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Fact Checking
Well-Known Member
You can actually still order Midnight Silver Metallic, with the Model Y (and 3 and S/X):
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TheTalkingMule
Distributed Energy Enthusiast
Since we're gonna talk about this right here....
There should be an infant/robotaxi variant of the the Model Y with a hose-washable rear interior. Rubberized seats, drain plugs in the floorboards. That's the only way I'm robotaxi-ing my new EV.
MSM is still available on S3X. Regular silver was discontinued.
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Jerry33 is refering to the light silver, not the current dark Midnight Silver.
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