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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
GhostSkater
Member
You have source for CATL?
Not doubting, but couldn't find it, just found future plans, just as I had seen before
2daMoon
Mostly Harmless
Once they begin putting them in showrooms I pity the person tasked with cleaning up the drool.
It would also be interesting to know where EVs imported to Brazil come from.
Cars coming from China might need to be shipped via the Panama Canal?
Looking at a map , importing from Mexico seems more logical.
So perhaps shipping logistics from China to Brazil might be a consideration for Tesla?
Cars from Fremont where shipped to Australia, that is probably a similar distance, but no canal trip required.
Artful Dodger
"Neko no me"
Tesla Fremont 08/14/2023 | "Met God in Wilderness" on Youtube (queued to 6:30)
Construction crews were pumping concrete at the presumed new gigapress location yesterday. It is simply amazing to me that Tesla continues to be able to make fresh wine by wringing out the old grapes at Fremont.
Cheers to the grapes of wraps!
Construction crews were pumping concrete at the presumed new gigapress location yesterday. It is simply amazing to me that Tesla continues to be able to make fresh wine by wringing out the old grapes at Fremont.
Cheers to the grapes of wraps!
mltv
Member
Crazy valuation. This goes up while EV market goes down 
finance.yahoo.com
Vietnam's VinFast faces stern EV sales test to retain eye-popping valuation
Vietnam's EV champion VinFast has managed to sell Wall Street on a Nasdaq listing that values the loss-making startup at more than $85 billion, almost twice as much as Ford or General Motors. For that, it needs to complete a revamp of a sales strategy to bring in distributors and dealers rather...
Something I think could be somewhat of an unconventional catalyst for TSLA would be a successful orbital launch of Starship. That should remind Wall St. of the astronomical achievements of which Elon's endeavors are capable.
Artful Dodger
"Neko no me"
Especially when docked to a hefty share buyback...
Wall-E ain't gonna take their boot off of TSLA's throat until forced to buy shares, like in August 2020.
Tiger
Active Member
I would agree with your comments for Wawa at least. They don’t refine their own petrol, just buy wholesale. They will be a good partner for Tesla in making EVs more compelling.
Not wrong, looking like we are not sliding today, but more of a free fall.
Relax kids, I didn't say when today it ends.
Their first entry was through Moura, which offers a line under the brand Moura Lítio:
Baterias de Lítio: Moura Lítio | Baterias Moura
O Grupo Moura oferece a inovação do lítio para você.
www.moura.com.br
Moura e CATL firmam parceria estratégica para mercado de baterias de íons de lítio na América do Sul - Blog Moura
Líder de vendas na América do Sul, o Grupo Moura realizará os serviços de pós-venda para os produtos da CATL na região.
www.moura.com.br
Those are CATL products, white-labeled as Moura. FWIW, CATL is rather less possessive and protective of branding, following the common pattern of, for example; SAIC with MG, Geely with Volvo and many others.
Most recently:
TEVX Higer anuncia parceria com a fabricante de baterias CATL
Objetivo é controlar toda a cadeia de ônibus elétrico ADAMO BAZANI A chinesa Higer, representada no Brasil pela TEVX Motors Group, anunciou nesta quarta-feira, 14 de junho de 2023 parceria com a fa…
diariodotransporte.com.br
FWIW, also in 2020 CATL began an abortive Bolivian agreement to extract and refine lithium, which collapsed in politics and technical issues. That has just been resuscitated:
Bolivia’s dream of a lithium future plays out on high-altitude salt flats
The government eyes an economic bonanza in a mineral vital to electric batteries but critics ask if plan is viable and at what environmental cost
www.theguardian.com
According to my sources this time it seems to be likely, and also appears to link to Brazilian support. That seems plausible in part because of the natural gas supply to Brazil, that used Brazilian technology to develop:
The present Brazil government is strongly supporting these moves, according to statements from Lula.
All these developments coincide directly with Tesla too, since minimizing the China-origin raw materials is a common goal.
Both BYD and CATL as major Tesla suppliers, both already well established in Brazil, Mercosur, and other parts of the Americas.
That not only facilitates the Monterrey Gigafactory, but establishes part of the crucial infrastructure to make integrated Brazilian manufacturing plausible.
Add to that current events:
Mystery power outage affects all Brazilian states but one
A power outage this Tuesday affected all Brazilian states except for Roraima – which is disconnected from the national energy system.
brazilian.report
What does that have to do with Tesla? First, the bespoke energy management system is too slow to adapt to the rapid changes. Second, the rapid response now required as wind and solar are both growing rapidly there can only be supplied with large stationary storage which is now too small to accomplish that.
of course the recriminations are flying rapidly already, mostly by politicians. Tesla is ideally positioned to fix this mess, together with, probably, CATL. Nothing is more likely to facilitate easy market entry than that. Keeping in mind that State Grid is well established in Brazil, their first foray outside China we also can understand that the good relationship between Tesla and China enhances the possibilities to make this a major opportunity for Tesla Energy. A MegaPack factory will be quite rapid, visible, productive and beneficial.
All this does seem to be an excellent opportunity to advance the Tesla mission for the benefit of everyone.
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The second quote is attributed to @SmokyPeat , yet refers to him in 3rd person. Assume inadvertent quoting of your reply?
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