Tesla Orders After Deep Price Cuts in 2023 Are Double Production Levels $TSLA

Tesla has released its fourth quarter earnings. Tesla had their earnings call. Highlights of the call: Year-to-date order demand is over double production levels. This is due to increased demand from the price cuts. Tesla is splitting the Nevada Panasonic battery tax credits. Assuming 50-50 split this would be about $150m per quarter. This will …

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Elon Musk Says Tesla FSD Version 11 This Week or Next

Elon Musk says Tesla FSD version 11 should start rolling out later this week, next week at the latest. Tesla is starting to make use of neural nets for vehicle navigation & control, not just vision. Wen fsd beta v11.3? — Tesla Owners Silicon Valley (@teslaownersSV) January 14, 2023 Should start rolling out later this …

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Electric Truck Report Predicted 400 Mile Range in 2030 Not Tesla 500 Mile Semi in 2023

There was a 2021 analysis of electric trucks in China, but the introduction of mega charging and the Tesla Semi has completely outdated the assumptions. The report by The International Council on Clean Transportation (ICCT) looked at the Total Cost of Ownership for Heavy Trucks in China: Battery-electric, fuel-cell electric and diesel trucks. It was …

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Peter Zeihan Made-up and False Claims About EVs for His Business

Peter Zeihan made a series of mostly unsupported and false claims about electric vehicles while being interviewed on the Joe Rogan show. James Stephenson goes through all of the over forty aspects of what Peter Zeihan said. Here is the video and I have below screen shots of the thorough take down of each unsupported …

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Busting Zeihan’s Peak EV Claim Made on the Joe Rogan Show

Peter Zeihan has chosen to claim that the electric car revolution will start to fail around 2030 and “disappear” in the 2030s. This is another convenient claim that will give Peter Zeihan another stream of income lasting until he retires around 2040. It is something where EVs will continue to grow and scale but where …

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Mineral Shortages or Glut of EV Batteries? Innovating for the Multi-trillion Prize

There are forecasts that there will shortages of key minerals for EV batteries but there is also a potential glut of LFP batteries. It is also possible that both events happen with a temporary 2 year glut of LFP batteries and a shortage of nickel batteries. China’s new production capacity for lithium iron phosphate (LFP) …

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