Germany Slowly Getting off Russian Gas By Not Restarting Nuclear
There is some mostly empty talk from Germany about reducing imports of Russian energy.
energy
Sandy Munro Looks At the Structural Pack at Gigatexas
Sandy Munro has been taking apart cars for decades to advise car companies on how to improve factory processes and designs. Sandy is super-impressed with the engineering of the Tesla single front and rear castings and structural battery pack. The design of the cooling for the structural pack is top-notch and super-efficient. Brian WangBrian Wang …
Gigatexas Will Scale to Over 1 Million Cars Per Year
Elon Musk and Tesla opened Gigatexas yesterday. Here are some highlights from Elon’s talk and from the Teslacon panels. * Elon indicated that Gigatexas will scale to over 1 million cars per year * Cybertruck is pretty much in its final form and will be in production in 2023 * Cybertruck has no door handles. …
Legacy German Auto Sales Down 30% but Tesla Up 300%
Here are car sales figures for 2019 to 2022. It shows Tesla had 300% sales growth and legacy auto down an average of about 30% (excluding Tesla being up 300%). Germany 🇩🇪 Q1.2022 vs Q1.2019 (to ignore the lockdowns) Audi: -29.9% BMW: -19.6% Dacia: -15.8% Ford: -55.8% Hyundai: -21.1% Kia: +0.1% Mercedes: -25.9% Opel: -38.5% …
Why Tesla Can Produce 4+ Million Cars per Year in 2023
Farzad Mesbahi, who used to work at Tesla, has some rough calculations of how the supply chain and Shanghai shutdown constrained impacted Tesla. He roughly estimates that Tesla could have produced 340k cars in Q1 2022 from only Shanghai and Fremont if there were no supply chain constraints. This was an *exceptionally* difficult quarter due …
Electric Viking Inspired and Convinced by Nextbigfuture
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 …
Tesla Gets 40-50% Market Share in Competing EV Categories
There were about 2.5 million EVs out of 4.6 million are in a similar category as Tesla. EVs that are over $25k in price. Traditional ICE cars are segmented into various size, truck and price categories. The EV market needs to have category segmentation for meaningful analysis. China had 1.1 million EVs out of 2.75 …
Long term Powering of Tiny Devices Using Graphene Energy Harvesting
Arkansas physicists have successfully developed a circuit capable of capturing graphene’s thermal motion and converting it into an electrical current. This lab curiousity only needs to be millions of times to power tiny low voltage computer chips. If millions of these tiny circuits could be built on a 1-millimeter by 1-millimeter chip, they could serve …
World Electric Car Market in 2021
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 …
2022 Ford US EV Sales Down and Tesla Should Pass Ford by 2024
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 …
BYD Versus Tesla in 2021 $BYD $TSLA
BYD published their 314 page 2021 annual report and it shows lower net profits and still about 40% revenue from mobile phones and not electric cars or batteries. The mobile phone business increased from 38% to 40.5%. Overseas (non-China) business decreased from 38% to 30%. Tesla had net income of 5.5B on $53.8B in total …