Top EVs by Model in 2020 and Partial Q1 2021 EV Sales

Global sales of EVs in 2020 increased by 39 percent year on year to 3.1 million units. The final 2020 plugin share was 4% of total car sales and battery electric vehicles were 2.8% of total car sales (2.2 million BEV). Plug-in hybrid sales in 2020 were about 900k. EV sales by model in 2020. …

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Competition for the Future 35 Terawatt-hour per Year Battery Market

On Tesla’s 2020 Battery Day, Elon Musk made the case that there will be a 35 terawatt-hour per year battery market if the world electrifies all vehicles and battery enables the entire electrical grid. Tesla has a goal of making 3 or more terawatt-hours per year of batteries by 2030. The current combined goal of …

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Tesla Integrated EV Company Mirrors Standard Oil Integrated Oil

Standard Oil and Rockefeller is known for the massive Monopoly they had in the early decades of the oil era. They were innovators in oil refining technology and reinforced their monopoly with technological innovation. Standard Oil started by creating an oil refining monopoly but then integrated and innovated backward through the oil supply chain. They …

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Tesla Shanghai, Berlin and Austin Production and Timelines

Tesla produced 35,478 cars in March and this is an annualized rate of 425,736 cars. They produced over 10,000 Model Y cars and Tesla should ramp to over 25,000 Model Y’s per month from China. Tesla should be able to reach 500,000 to 600,000 cars in 2021. If Fremont produces 500,000 to 600,000 cars as …

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If Microsoft Doubles Again Steve Ballmer Will Pass Bill Gates in Wealth

Steve Ballmer is now the largest shareholder of Microsoft. Bill Gates has diversified his holdings and has very little Microsoft. Microsoft share prices doubled over the last two years and quadrupled over the last five years. Steve Ballmer’s net worth is currently $91 billion and Bill Gates has $144 billion. About half of Steve Ballmer’s …

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Differences in COVID Policy Within the USA Are Inconsequential

Dr Fauci was recently confused as to why Texas lifted restrictions on masks and indoor dining and then Texas had reduced cases while New York had maintained restrictions and had cases increase. The reason is that variations between 20-40% restrictions and 60% mask compliance versus 80% mask compliance are not meaningful. Also, most of the …

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Cows Use 2.5 Pounds of Grain Per Pound Not Ten Pounds

A pig or chicken spends its life-consuming feed concentrates while most beef is raised on grass to a weight of 750 pounds prior to entering the feedyard. The average slaughter weight of a steer is 1,300 pounds, so only the last 550 pounds of beef is produced from grain. Thus, beef only uses 2.5 pounds …

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