“If you want people to make the right decisions with data, you have to get in their head in a way they understand.” —Miro Kazakoff, senior lecturer, MIT Sloan.
Tesla cancels Model S and Model X deliveries in Australia and other RHD markets »
thedriven.io: [Transcription] Tesla has told customers that their orders for the new Model S and Model X flagship electric vehicles, including the much anticipated Plaid versions, have been cancelled because of a decision to not produce the car for right hand drive markets.
“Due to recent changes to the vehicle program, Model S will not be available in Right Hand Drive,”
“Unfortunately this means your order is unable to be fulfilled and will be cancelled. You will receive a full refund for any payments made. We understand that this may be disappointing news to receive and want to apologise for any inconvenience caused.”
baha.com: [Transcription] Chen Kele, deputy director of the intelligent manufacturing promotion division at Shanghai Municipal Commission of Economy and Informatization, shared on Friday during a press briefing that the municipality has plans to deepen cooperation with Tesla Inc.
With this cooperation, Shanghai aims to promote the functional sectors, including autonomous driving and robotics, while jointly creating a technology industrial cluster with core technological advantages for the global market, the official explained.
He emphasized that Tesla's gigafactory in Lingang Special Area, which became operational back in 2019, contributed to local industrial growth and the NEV ecosystem completion.
☑️ #148 May 10, 2023
Panasonic delays production of its next-generation Tesla batteries»
news.panasonic.com: According to Panasonic's earnings report on Wednesday, it rescheduled the mass production to begin between April and September 2024. It said the delay would help the company introduce performance improvement measures to enhance competitiveness further.
Governor Abbott Celebrates New Tesla Lithium Refinery In Robstown»
@GovAbbott: Celebrated @Tesla’s new lithium refinery in Robstown. With the Port of Corpus Christi nearby & Tesla's Gigafactory in Austin, the lithium refined here will work its way into Tesla batteries all over the world. Together, we will power the TX of tomorrow. https://bit.ly/3nJOc9W
“Texas is proud to be the home of Tesla, and I thank them for choosing Robstown for their new lithium refinery,”
"Texas will continue to be a hub of innovation, leading the way on the future of technology. With the Port of Corpus Christi nearby and Tesla’s Gigafactory in Austin, the lithium refined here will work its way into Tesla batteries all over the world. I want to thank Judge Scott, Mayor Gomez, and other local leaders for bringing such a great company to this wonderful city. Working together, we will power the Texas of tomorrow.” Governor Abbott.
☑️ #146 may 8, 2023
Elon Musk and Tesla break ground on massive Texas lithium refinery»
@Tesla: Increasing lithium refining capacity is critical to a sustainable energy economy—today, we're breaking ground on our in-house lithium refinery outside of Corpus Christi, TX. This facility will also prioritize the elimination of a challenging refinery byproduct (sodium sulfate). Instead, the byproduct is a mixture of sand & calcium carbonate—a viable additive in the production of construction materials, allowing us to make use of this waste stream. In the future, we will also process other intermediate lithium feedstocks, including those from recycled batteries & manufacturing scrap.
☑️ #145 Apr 25, 2023
Tesla gives update on battery degradation: only 12% after 200,000 miles»
electreck.co: Tesla has released a rare update on the battery degradation in its electric cars. The automaker claims its batteries only lose about 12% of capacity after 200,000 miles.
Tesla’s battery-storage sales are growing way faster than EV sales»
canarymedia.com: Deployments of Tesla batteries surged 360% as the EV maker opened a factory for grid-scale batteries. Now it’s getting into lithium refining too.
spectrum.ieee.org: Snarf a sub or slurp a Big Gulp while your EV sucks down some juice
“EVs are finally fulfilling the dream of truly practical fill-ups on Interstate runs and vacations, without having to kill hours at every charging stop.”
tesla.com: Today, we are publishing Master Plan Part 3, which outlines a proposed path to reach a sustainable energy economy through end-use electrification and sustainable electricity generation. This paper outlines the assumptions, sources and calculations. Input and conversation are welcome.
Sustainable Energy for All of Earth
Master Plan Part 3 Sustainable Energy for All of Earth. Source: Tesla, Inc.
Tesla Superchargers are now integrated in Rivian’s navigation »
electrek.co: Tesla Supercharger locations are now being integrated into Rivian’s navigation system as part of the automaker’s latest software update.
Rivian, which has a very similar charging strategy to Tesla, has already released a new software update that includes these Supercharger locations with Magic Dock in their navigation system:
Your vehicle now shows select Tesla Supercharger locations with a Magic Dock in the Navigation app’s charger filters. A Magic Dock allows you to charge your Rivian at select Tesla Supercharger locations. These locations also show in the Rivian mobile app version 1.12 or later. To charge at a Tesla Supercharger, you need to download the Tesla app.
@Teslaconomics: Tesla went IPO on June 29, 2010 raising $226M at $1.13 per share (stock split adjusted). Many doubted Elon would be successful and even had a Tesla death watch to count how many days were left till the company died. The stock returned +20,000% since IPO day. @elonmuskTSLA 0.00%↑
@Teslaconomics: Holding Tesla stock requires extreme patience. You have to be comfortable not making any gains for many years and go through your wealth temporarily falling >50% from time to time, all while seeing the fundamentals of the company continue to get stronger than ever. TSLA 0.00%↑
@SawyerMerritt: BREAKING: @Tesla China car insurance data came in at 18,712 units for last week, making it the second best insurance week EVER & easily beating expectations. Tesla is on track for a record quarter in China.
spectrum.ieee.org: The automaker is swearing off rare-earth elements—but experts are doubtful.
[Transcription] [Excerpts]
Tesla’s investor day on 1 March began with a rambling, detailed discourse on energy and the environment before transitioning into a series of mostly predictable announcements and boasts. And then, out of nowhere, came an absolute bombshell: “We have designed our next drive unit, which uses a permanent-magnet motor, to not use any rare-earth elements at all,” declared Colin Campbell, Tesla’s director of power-train engineering.
It was a stunning disclosure that left most experts in permanent magnetism wary and perplexed.
“I am skeptical that any non-rare-earth permanent magnet could be used in a synchronous traction motor in the near future.” —Alexander Gabay. University of Delaware. Researcher
“I’m not sure it’s possible to use only rare-earth-free materials to make a powerful and efficient motor.” —Alena Vishina. Uppsala University. Physicist
“No one fully understands this” —Ping Liu. University of Texas. Professor
⚡️@ValueAnalyst1: $TSLA has 14 products and services that have generated $1B+ in revenue: Model S, Model 3, Model X, Model Y, Full Self-Driving, Superchargers, Accessories, Insurance, Solar Roof, Solar Panels, Powerwall, Megapack, Used cars, Service
Coming soon: Virtual Power Plants, Robotaxis, Cybertruck Semi
⚡️@JayinShangai: Tesla China’s sales in January were 66,051 units. YoY double increases and creating the best performance in its history. Tesla China’s accumulative sales volume in China has reached 1 million/Tesla has gained the recognition of "1 million" car owners in the Chinese market $TSLA
⚡️@stevenmarkryan: Ark expects first Tesla robotaxi rides to take place in 2024. Same as I've been predicting for some time. No one knows, but it's interesting that our educated guesses align. When do YOU think the first Tesla robotaxi ride will take place? $TSLA (now reading Big Ideas 2023)
The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts & incentives in Q4 didn't. I'm not convinced, as shown in my 2023 model & forecast.
⚡️@MykeWayland: Interesting hire this morning for @GM. Zach Kirkman, formerly Head of Corporate Development, Mergers & Acquisitions at @Tesla, has joined GM as Vice President, Corporate Development and Global Mergers & Acquisitions. $GM$TSLA Via LinkedIn:
⚡️@passthebeano: BREAKING (really)... Tesla no longer shows inventory cars on its US website. You have two *click* choices: 1) Custom order 2) Demo Drive Weird gaming going on. This is super snakey, to be sure...
[Transcription] TSLA stock has risen by ~50% off its lows on hopes and prayers that the worst is behind the grossly overvalued automaker.
The company started a pricing war in the EV space to protect its falling market share as the costs of key components are rising, pressuring margins.
But TSLA doesn’t have the heft to drive out larger and more deep pocketed competitors who will continue to eat away at its market share and margins over time.
⚡️@TeslaMotors: Giga Nevada Battery and Semi Manufacturing Update
We will be investing $3.6 B more to continue growing Gigafactory Nevada. Includes 3,000 new team members and 2 new factories: a 100 GWh 4680 cell factory and our first high-volume Semi factory.
#118 Jan 24, 2023
⚡️@Tesla: Today, we’re announcing $3.6B of new investment in Giga Nevada. - 4M sq ft of new manufacturing footprint - 3k additional team members - 2 new manufacturing facilities: a 100 GWh 4680 cell factory & our first high-volume Semi factory
⚡️@TeslaLarry: This is a long thread (25+) TL/DR: it replaces my usual projection format for Q4 (which is summarized in the next tweet). However, it does contains my personal analysis as to why $TSLA is better poised today than any other time in its history. (Not investment advice!)
"Inside Tesla" is an exhibition in Los Angeles that provides a comprehensive look back at what Tesla has accomplished since unveiling the Roadster in 2006. By Benjamin Tan
⚡️@babbldev: The world's favorite stock: $TLSA Honestly crazy just how much more often $TSLA is brought up in news -- nearly 1 in 8 finance articles published over the past 6 months mentioned Tesla.
⚡️ChinaEUMission: The production and sales of China's new energy vehicles (#NEVs) reached 7.058 million units and 6.887 million units in 2022, an increase of 96.9% and 93.4%, respectively, ranking first globally for 8 consecutive years, industrial data showed.
⚡️TheTerminal: .@Tesla races to start earnings for the auto industry. With production & demand growth combined with recession concerns, investors lowered price targets for the company as Tesla cuts car prices. See how much they tap the breaks when it reports on the #BloombergTerminal on 1/25.
⚡️rhermrajani9: Guess what this chart is showing? $TSLA daily net purchases by retail investors. As we have seen the price investors are buying at record volumes. Earnings coming up
⚡️@Worldstockss: Oye pero ¿no era que $TSLA no tenía Pricing Power? Quizás son los otros los que no lo tienen o los que pierden dinero cada vez que venden un coche para competir con $TSLA. Es imposible que un ensamblador de piezas puedan
[Translated from Spanish by Google] Hey, but wasn't it that $TSLA didn't have Pricing Power? Perhaps it is the others who do not have it or who lose money every time they sell a car to compete with $TSLA . It is impossible for a parts assembler to compete against a car created from scratch for this.
⚡️@Mattjungphoto: New (almost) Realtime $TSLA inventory dashboard is now live! This dashboard lets you see how each model's inventory moves throughout the day. As noted in the post, this works better on desktop vs mobile.
⚡️TeslaNordic: How can anyone take the main stream media seriously? "Tesla crashes into garage" but shows a @PolestarCars 90 minutes later they updated the article to "car crashes into garage" It's funny how they don't name the brand unless it's a @Tesla
⚡️@garyblack00: This came via email from a Tesla sales rep tonight. Interesting $TSLA is just committing eligibility of EV incentives through March 31. Does that mean prices could go back up if IRS revises TSLA M-Y price caps upward to $80K? @elonmusk
⚡️@WholeMarsBlog: Tesla CEO @elonmusk explains new pricing strategy Allow margins to fall during a recession so that volume can still grow. This makes sense because Tesla can still make it up selling software services like FSD to the car over its lifetime. $TSLA
@WholeMarsBlog: So Tesla beat BMW in the US for the first time officially. Most sane CEOs would pat themselves on the back after this. Ship some sustaining innovations. But Tesla’s just getting started. Now they’re getting into trucks. BMW Pick-up & Semi never really made sense. Tesla it does.
@WholeMarsBlog: Nobody even compares Tesla to BMW anymore. They’re talking about like Volkswagen and Toyota as the potential long term rivals. Tesla is going to be one of the highest volume brands in the world, not just the highest volume in the premium segment.
