Credit to Author: Jose Pontes| Date: Thu, 15 Apr 2021 21:01:18 +0000
In a red hot market in which fully electric vehicles (BEVs) jumped 183% year over year (YoY) and plugin hybrids (PHEVs) shot up 6-fold in March, plugin sales had their second best month ever in France. In total, 29,737 plugin vehicles were registered, allowing the plugin share to reach 16% last month (8.5% BEV). That […]
Read moreCredit to Author: Maarten Vinkhuyzen| Date: Thu, 15 Apr 2021 16:22:59 +0000
Some company conference calls to discuss financial results with the investment community are more interesting than others. Last Tuesday, April 13, 2021, Fastned discussed the 2020 complete year and Q1 2021 results with the usual suspects from the financial institutions. If you read this excellent article by Mark Kane, you will be better informed about […]
Read moreCredit to Author: Jo Borrás| Date: Thu, 15 Apr 2021 14:10:17 +0000
Tesla delivered nearly 500,000 new electric cars last year. In 2019, it delivered over 367,000 cars. 2018, too, saw six-figure electric car sales. And Tesla is just one brand! Nissan has sold hundreds of thousands of LEAFs, Kia has sold thousands of Souls, etc., etc., ad nauseam. While those numbers are relatively small potatoes compared […]
Read moreCredit to Author: Zachary Shahan| Date: Thu, 15 Apr 2021 05:37:43 +0000
I recently sat down with Viktor Irle and Jose Pontes of EV Volumes to talk about Volkswagen Power Day, EV batteries, EV charging in Europe, and EV market share in Europe. To listen to our chat and their expert take on those topics, you can click play on the embedded SoundCloud player below or find […]
Read moreCredit to Author: Zachary Shahan| Date: Thu, 15 Apr 2021 03:53:38 +0000
A look at trends in the lithium industry, including forecasts for Tesla and reactions to Volkswagen Power Day.
Read moreCredit to Author: Maarten Vinkhuyzen| Date: Wed, 14 Apr 2021 17:39:35 +0000
There is a lot of confusion about “plug & charge.” All Tesla drivers know how great it is. Some Fastned customers share this experience. But most people just wonder why it does not work for them. Let me try to explain this. To be able to use plug & charge, your car must be able […]
Read moreCredit to Author: Vijay Govindan| Date: Tue, 13 Apr 2021 19:10:26 +0000
Yesterday, I got some good feedback on my post about releasing a Tesla Financial Model on GitHub*. It occurred to me an analysis of my Tesla financial model would be useful. I can’t expect everyone to download it. I was able to work and create a simple macro that copied and pasted the Monte Carlo […]
Read moreCredit to Author: Zachary Shahan| Date: Tue, 13 Apr 2021 05:17:06 +0000
The most popular CleanTechnica stories of the past two weeks were led by my thoughts on $0 spent charging after nearly 3 years with only electric cars. Next up was, frankly, a joke. But I also sort of wish Elon would make that the Tesla lineup. And then there’s the new Jackery Explorer 1500 Portable […]
Read moreCredit to Author: Jose Pontes| Date: Mon, 12 Apr 2021 15:46:22 +0000
The Dutch plugin vehicle (PEV) market dropped 4% in March, to 4,834 plugin registrations, but that result wasn’t all that bad considering that the overall market fell even more (-18% YoY). Last month’s PEV share was at 20% (9% BEV), pushing the year-to-date PEV share to 15% (5.6% BEV), which is still significantly down from […]
Read moreCredit to Author: Vijay Govindan| Date: Sun, 11 Apr 2021 22:08:23 +0000
Based on the analysis I did of ARK Invest’s Tesla bull and bear cases, here and here, I decided to create my own financial model for Tesla growth. Tesla has a lot of moving parts, and Elon has famously said Tesla is made up of more than a dozen startups. In true agile fashion, I […]
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