Lithium Demand & Supply Forecasts For The US & China, Tesla & Volkswagen — Listen To Our Friday Podcast Live

Credit 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.

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Korean Report: LG–Magna Joint Venture On Verge Of Winning Contract For Apple Electric Car

Credit to Author: Zachary Shahan| Date: Wed, 14 Apr 2021 18:31:23 +0000

The Korea Times, a major newspaper in Korea, reports that a joint venture between LG Electronics and Magna International is “very near” a contract with Apple to manufacture electric vehicles for the computer and smartphone giant. LG Electronics has worked with automakers for ages to supply big portions of their vehicles — perhaps most famously […]

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Analysis of My Tesla Financial Model on GitHub

Credit 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 […]

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3 Years of $0 Charging, “Tesla 2 S-3-X-Y 4 My Shirt” Lineup Proposal, Jackery Explorer 1500 — CleanTechnica Top 20

Credit 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 […]

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LG Energy & SK Innovation Kiss & Make Up, Promise To Work Together In Harmony

Credit to Author: Steve Hanley| Date: Sun, 11 Apr 2021 23:45:54 +0000

Under pressure from the Biden administration, LG Energy Solution and SK Innovation have resolved their long running legal battle.

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First Crack At Releasing A Tesla Financial Model On Git

Credit 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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Adam Jonas Of Morgan Stanley: Tesla [TSLA] Is A Must Own. But What About Legacy Auto?

Credit to Author: Paul Fosse| Date: Sun, 11 Apr 2021 07:29:26 +0000

This article is on some interesting things that Adam Jonas has said recently on Tesla and legacy auto. We have written a lot about Adam Jonas over the years. I remember him for his infamous $10 Tesla price target if everything goes wrong for Tesla. He certainly was wrong about that one, or was he? […]

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GM’s ICE Business Is Worthless, Adam Jonas Confirms

Credit to Author: Frugal Moogal| Date: Sun, 11 Apr 2021 01:51:59 +0000

Wow, how things change. Ten months ago, I wrote an article after Morgan Stanley’s Adam Jonas declared to investors that he felt that GM’s EV business was worth $100 billion, while offering an opinion that the business should be valued at $60 billion. Let’s revisit my original article briefly, and then look at his recent […]

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Aquamation Is Much Less Carbon-Intensive Than Cremation

Credit to Author: Michael Barnard| Date: Fri, 09 Apr 2021 20:52:58 +0000

Conversations about death now start with Facebook. That was possibly the oddest insight I’ve gained from a couple of conversations in the past few weeks. Sharon Hartung, one of my former bosses at the global tech giant we used to work for, is now the founder of Your Digital Undertaker. Her firm deals with the […]

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Tesla’s Growing So Fast That It’s Leaving Some Analysts Lost In Confusion

Credit to Author: Johnna Crider| Date: Tue, 06 Apr 2021 03:13:39 +0000

Tesla is growing at a rapid pace with the successes of its new Gigafactory in China and the even newer ones being built in Berlin and Texas. Its recent record Q1 2021 delivery numbers showed Tesla delivered more electric vehicles than it made. Demand is not an issue for Tesla as it continues to lead […]

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