Archive for the ‘Business’ Category:

2021-03-24 Tesla Disruptive Tech And Competition

From TSLA shareholders FB group Allen Madison One thing that I haven’t seen any information on is whether or not other carmakers will be replacing or expanding. If other carmakers replace existing ICE production with EVs, then there is no change in the number of cars that others produce. There are only so many customers

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2021-03-14 Wright’s Law: High Volume Manufacturing Praised By Elon

The Tesla factories are “The machines that make the machines” and Elon Musk, from his own experience, understands how complex and difficult it is to get a factory running smoothly at full speed. Wright’s Law Explained by Ark Investments https://ark-invest.com/wrights-law/ There are good snips of the factory (in Shanghai?) in this YouTube video, especially around

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2021-03-06 SK Stole LG’s Battery Secrets – USITC

The US Trade Commission has said that SK has misappropriated 22 of LG’s battery secrets. The US will ban SK from importing for ten years. LG wanted to negotiate a settlement but SK is begging Pres. Biden to veto the decision. This is interesting because there is high demand for batteries for EVs and it’s

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2021-03-05 Tesla Daily: Tesla Value 1.3 T Or More By 2030

Today I watched Rob Maurer’s Tesla Daily and he went through a spreadsheet of extremely conservative figures. He assumed a 25% growth rate up to 2030, which is half of the 50% that Tesla plans. And the car business, using conservative figures, came to a figure of approximately $670 Billion valuation. The FSD software, assuming

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2021-02-25 Haru Oni Synfuel Project In Southern Chile

This project will use electricity from wind to generate hydrogen which will be combined with CO2 to make synthetic fuels for German company Porsche. https://www.energypartnership.cl/home/milestones/haruoniptx-fundingbmwi/

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2021-02-22 Tesla PowerWall, Megapack, StorEn Price Info Per kWh

This article gives an idea of how much a Tesla PowerWall will cost. This StorEn company has only a few employees. They are crowdfunding and have not yet sold a flow battery. They’re supposedly in the business of making vanadium redox flow batteries. https://cleantechnica.com/2020/10/05/tesla-megapack-powerpack-powerwall-battery-storage-prices/ https://www.startengine.com https://www.storen.com Update Feb 23 – TSLA was down to $632

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2021-02-11 Bloom Energy Will Be Profitable in 2021

Bloom Energy (BE) expects to be profitable in 2021. This article gives insight into its plans and finances. https://www.greentechmedia.com/articles/read/bloom-energy-sees-future-in-hydrogen-fuel-cells-electrolysis-and-carbon-capture

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2021-02-09 Cathie Wood: EVs Half Of All Cars Sold In 5 Years And Other Predictions

Cathie Wood talks about EVs at about the 20 minute mark in this YouTube video. The first part is economics. She talks about digital wallets. She thinks 200 million digital wallets in the US, and it will put financial institutions in harm’s way. As part of automation, she talks about autonomous ride hailing. She says

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2021-02-09 Colorado R. Profiteering, Rent Seeking

The Colorado River Basin has been in a drought for two decades and water rights are being eyed by investors as an investment. This, to me, is profiteering and rent seeking. There should be laws against private abuse of public resources. The law should require that owners of private land that has rights to water

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2021-02-06 Jim Cramer Talks About TSLA and PLUG

I’ve got them and Bloom Energy (BE) also. Cramer tells about the guy who founded Plug Power and believes in it even though it has been a struggle. But things are looking much better for Plug Power. https://realmoney.thestreet.com/investing/stocks/jim-cramer-here-s-what-successful-speculation-really-looks-like-15558258 I should have bought Ballard Power BLDP, it, like plug has gone up a lot.

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