Sandy Munro and his team have a video showing a teardown of the Tesla Model S Plaid batteries. The Model S Plaid uses 7920 smaller 18650 battery cells. It has superior cooling and more cells in parallel. This gives the Plaid more power. The increased power requires more cooling. Sandy and Cory discuss the construction …
The United States is the largest market for stationary (battery) storage in the world. Bloomberg New Energy Finance predicts that annual demand for lithium-ion batteries will surpass 2.7 terawatt-hours (TWh) by 2030. 800 Gigawatts of battery storage at current prices is about $1.5 trillion. Prices will be high for the next two to three years …
Nio is now taking orders fo their new electric car models the ES8, ES6 and EC6. The Nio ES8 had a test drive from Sandy Munro. The
China’s battery maker and electric car companies were up from 1.5%-11% on hopes of “extraordinary policies to address the lack in downstream manufacturing companies”. CATL largest battery supplier in the world and major Tesla supplier is up about 2% on China’s stock exchange. NIO and Xpeng are high-end electric car makers and are up about …
Bloomberg has predicted that Volkwagen Group will outsell Tesla for battery electric vehicles in 2024 and 2025. This is utterly ridiculous. They project Tesla will cap out at 2.3-2.5 million per year car sales. Tesla will have a runrate of 800k cars in China annualized with no shutdowns and 600k in Fremont. They will get …
SP Global forecasts that more of the solar battery storage projects will be completed in the next two years in the US and the world. There are some 160 utility solar with battery storage projects with planned completions in 2022 and 2023. There are projects with 4.5 GW of storage capacity in 2022 and 6.9 …
ARK Invest has updated its Tesla model and it provides new expected value per share of $4,600 in 2026. Ark Invest is famous for correctly predicting Tesla would run to over $4000 three years before they did. They correctly called a greater than 10X move. This projection does not factor in scenarios where Tesla has …
Volkswagen sold about 1 million fewer cars in China in 2021 compared to 2019. But in 2020, the total declined by 9.1%. In 2021 as China’s passenger vehicle market grew 6.5%, Volkswagen’s sales fell by a further 14.1%. That was also the year Volkswagen started selling its first electric car model, the ID.4, in China. …
Sam Evans was inspired and convinced by my Nextbigfuture Tesla and the Perfect EV Storm video. Sam obviously saw my Perfect EV Storm video. He uses my thumbnail in his tweeted video announcement and uses my phrase “Perfect Storm” is coming for EV. He then changes his mind about the prospects for legacy auto to …
Global Plug-in car sales in 2021: BEVs: about 4.6 million (up about 115% year-over-year) and 6.1% share PHEVs: about 1.9 million (up about 93% year-over-year) and 2.9% share Total: 6,495,388 (up 108% year-over-year) and 9% share Tesla had 20.3% of the global BEV market in 2021. All-electric (BEV) car sales in Q1-Q4 2021 (vs previous …
Ford Mustang Mach-E sales in February, 2022 were 2,001, which is little over half (46.5% less than) than the same month in 2021. Ford has been averaging 2000-3000 mach-e each month. Ford halted Mach-e production for a week due to chip shortages. Ford suspended production at three assembly plants in Michigan, Illinois and Mexico throughout …
