What bothers me is that the analyst pundits completely ignore a major part of Tesla’s business: the battery energy storage segment. Elon said that the energy business may outgrow the automotive business, and it is growing rapidly. But it’s treated as if it doesn’t exist! See following article. https://www.cnbc.com/2023/07/02/tesla-tsla-q2-2023-vehicle-delivery-and-production-numbers.html
Archive for the ‘industry’ Category:
2023-06-27 The Reasons Behind The Chip Shortage (Sabine)
Very good video about the chip shortage. There were fires in several plants, natural disasters like the earthquake in Fukushima, and too much dependence on only a few factories. We need to prevent this from happening again.
2023-06-24 Tesla Cyber Rodeo, 9000 Ton Gigapress, Etc.
This is a short tour of the gigafactory Texas during the Cyber Rodeo public event, 15 thousand visitors. Shows robotic arms on the assembly lines. QR codes in a stripe on the floor to guide the autonomous transporters. A few seconds of Arc Attack’s presentation. Very up close shots of the 9000 long tonne Gigapress.
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2023-04-01 The Truth About Fossil Fuel Subsidies
The fossil fuels industries received over a Trillion dollars in direct subsidies in 2022, and possibly $6 Trillion when others are factored in. This is insane! This 14 min. JHAT video delves deeper into this subject.
2022-06-09 ESRI Time Lapse Of GigaFactory Nevada
Talks about the building and shows timelapse of the construction. Link is to instagram. I don’t have an account, so I can’t go any further. https://www.instagram.com/reel/CcyCbzfl1BW/?utm_source=ig_web_copy_link
2022-05-31 Hydrogen Economy Feedback To EU Legislators
Eu legislators and the hydrogen economy wishlist from investors. https://www.pv-magazine.com/2022/05/31/investors-present-european-legislators-with-hydrogen-economy-wishlist/
2022-05-02
The Chinese are making PV panels in the 4 asian countries to bypass tariffs and ‘cheat’ the US. Where does the tariff money go to? I don’t know. But it should go to the domestic PV panel makers that are complaining they can’t compete. The money would compensate so that they can compete against the
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2022-04-25 Statevolt To Build Battery Plant In So Calif.
Nice, but it will take a few years. It will extract lithium from the brine of the geothermal plant at the Salton Sea. https://cleantechnica.com/2022/04/21/statevolt-plans-54-gigawatt-hour-battery-factory-in-southern-california/
2022-04-14 Calif. Needs Massive Buildout Of Battery Storage And Hydrogen
San Diego Gas & Electric talk about electrification, which I assume means changing from natural gas to electricity. They base their predictions on needing more renewables plus storage and green hydrogen. They haven’t taken into account that by 2045, sea level rise may force hundreds of thousands of people to have to relocate further inland.
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2022-04-12 Chip Shortage Actually A Wafer Shortage
For more than a year during this ‘chip shortage, I’ve constantly heard, Elon Musk should build a chip fab. Build a chip fab! Build a chip Fab! Over and over again. It turns out that the chip shortage is actually a wafer shortage – there are not enough 200 mm (8 inch) wafers to make
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