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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Good news for TSLA holders, Supercharger revenue will improve in North America next year.
Ford said eligible customers will be able to reserve the charging adapter this spring. More details on the process will be provided later.
Ford said eligible customers will be able to reserve the charging adapter this spring. More details on the process will be provided later.
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Artful Dodger
"Neko no me"
And this: China plans to add 450 GW more solar in western deserts over the next 24 mths:
China’s MASSIVE Desert Project Is About To Change The World | Undecided with Matt Ferrell
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Not sure what's so "feelings" based about this.
Seems like a lot of people want to "cancel" this judge because she issued a ruling they didn't like.
Kind of wild to watch, tbh. I didn't realize how many lawyers there were lol.
to give a tiny bit of perspective,
IF that set of PV array does like mine, it should produce around 670 TERAWATT hours/year, a bit over 2% of total planetary!
World electricity production 1990-2022 | Statista
Global electricity generation peaked in 2022, after having increased steadily over the past decades.
www.statista.com
SageBrush
REJECT Fascism
Nice perspective.
Electricity is about 1/5 of total world energy
I periodically do something similar, in terms of worldwide energy consumption discounted by present day clean enerey contribution and CAGR assumptions. I usually end up calculating ~ 20 years for the transition. For context, 10 years is needed to limit planetary warming to 1.5C
Here is some data you may find interesting. The authors report in fossil equivalents. I tend to think that renewables will overall be about 2x as efficient (not more because of industrial heating) which implies present world energy annual consumption of ~ 40,000 TWh = 40 PWh = 40E15 Wh
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Artful Dodger
"Neko no me"
Well, it's even better than that! Those solar farms are also dotted with new wind turbines. China is poised to achieve its 2030 carbon emissions targets by 2025. China consumes 13M bbd of oil but produces only 4M. Most of their coal is imported.
Any doubt who will reach net zero first? Its in their financial interests to decarbonize as rapidly as possible, just as it was in their interests to electrify as quickly as possible in the 2000s to support industrialization. Now, a low-carbon grid is cheaper, more reliable, and less subject to foreign dependancies. Engineers make the decisions in China, not the Courts.
One chasm to clear in this in-between period is how to deal with things when the software is so good that people think they can rely on it 100%, but they still shouldn't. More of an issue of dealing with human psychology. If it feels perfect, and gets through a few hours of driving without need for intervention, there will be people who assume it is 100% reliable and stop doing their supervise and take-over job. Obviously, we had people years ago privately (ie: without recording and sharing) and publicly (for the Youtube clicks) trusting the software too much. That gets trickier as the software gets better and better and more people are tempted to try to find ways to override the safety checks in the system....
GhostSkater
Member
Does Megapacks get anymore credits with this? $45/kWh of cell and pack production? Or that goes to auto only?
Really interesting that it is going to use preexisting CATL equipment that is currently “idle”.
I wonder if this is due to Detroit pausing/reducing EV output.
SageBrush
REJECT Fascism
I noticed that too
The article says that they model for 60% of energy to be solar and 40% wind so that would be the equivalent of 1.66x their PV, or 747 GW
Not mentioned in the article but the key enabler there is super high voltage DC long distance transmission
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to add more data,to give a tiny bit of perspective,
IF that set of PV array does like mine, it should produce around 670 TERAWATT hours/year, a bit over 2% of total planetary!
World electricity production 1990-2022 | Statista
Global electricity generation peaked in 2022, after having increased steadily over the past decades.
from
70+ years of data, BP Statistical review that went to energy institute
Home
The Energy Institute is, as of 2023, the home of the Statistical Review of World Energy, published previously for more than 70 years by bp. The Statistical Review analyses data on world energy markets from the prior year. It has been providing timely, comprehensive and objective data to the...
www.energyinst.org
China as of 2022
PV 393,1 gigawatt of panels installed made 427.7 Terawatt hours
Wind 366 gigawatt of turbines installed made 767.7 Terawatt Hours
1,195 Terawatt hours roughly 4% world electricity !
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SageBrush
REJECT Fascism
My gut reaction (READ: only speculation) is that the CATL equipment is prior generation. Apparently good enough for what Tesla wants to use it for.
I'm not sure, but it might end up being the same result via substitution if it enables more domestic pack production to go into EV production
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mspohr
Well-Known Member
I believe there is currently an oversupply of batteries for EVs which is why the CATL equipment is idle.
Both customers? Wow. /s
Ugh:
stocks.apple.com
Tesla sued by California counties over hazardous waste — Reuters
A group of 25 California counties have sued Elon Musk's Tesla (TSLA.O), claiming the electric vehicle maker mishandled hazardous waste at its facilities across the state.
stocks.apple.com
Artful Dodger
"Neko no me"
Clean energy aside, no one is even a bit concerned that this would be China selling power in California? Or is this company just the provider of panels?to give a tiny bit of perspective,
IF that set of PV array does like mine, it should produce around 670 TERAWATT hours/year, a bit over 2% of total planetary!
World electricity production 1990-2022 | Statista
Global electricity generation peaked in 2022, after having increased steadily over the past decades.
If solar is the next gold rush after batteries, shouldn't they be built here in N. America somewhere? Is this where the robots come in to compete having zero labor? Or is it the lack of ASM equipment... maybe.
So where am I gonna find a simple FAB around here? And once that's solved, we'd need a desert. Oh wait, I live near these things today! Pat, you listening?
But who would buy this electricity? That's gonna be a problem with the current monopoly here. Az Corporation Commission ain't serving us well. Let's take this recent example, just last week. So frustrating on so many levels. Are these Judges all related?
Judge: SRP can go ahead with controversial Pinal County power plant near low-income homes
A Maricopa County judge has cleared utility giant Salt River Project to build a natural gas power plant near a poor community after a 2-year battle.
www.azcentral.com
Here is a Chinese podcast (you can turn on English subtitle) interviewing an ex 7-year Tesla AI employee, on his thought on TSLA, his personal investment, and his experience in Tesla AI team.
This host bought his air-b&b house, where they recorded this interview, with his TSLA investent.
This host bought his air-b&b house, where they recorded this interview, with his TSLA investent.
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