Can Tesla’s Semi Truck Be Profitable?

Seeking Alpha just published my article “Can Tesla’s Semi Truck Be Profitable?“. I look at the surprisingly low price of Tesla’s truck and break down what it would take to make the truck profitable. Also look at how Tesla can provide “MegaCharging” for only 7c/kWh guaranteed. I’m expecting the usual litany of comments calling me…

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Adding Electric Vehicles Into the Oil Consumption Equation

In my last two posts on the subject, I looked at the US light duty vehicle fleet and oil consumption followed by projections of oil consumption going forward based on extrapolating the past. This time I’m going to add electric cars to the equation to determine their impact. For this calculation, I’ll assume that a…

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Game Over for the ICE Compact Luxury Sedan

I’ve said that the Tesla Model 3 will be an existential crisis for the auto industry as soon as reservations opened. My charts from a few months later, showed exactly that happening with the BMW 3 series. Now that the Model 3 deliveries have started and all the details have emerged, here is how the…

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Tesla Earnings: All About 2016

Early AM today, Seeking Alpha published my take on Tesla’s earnings. To summarize, Q4 was a miss but this year is expected to be great as customer deposits for buying Tesla’s kept growing and reached a record $284 million and guidance was great. The much anticipated Model 3 unveil is on March 31. Since I…

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