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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My Tesla Analysis at SeekingAlpha

In the last few weeks, I’ve looked at the impact of Tesla’s launch of the 70D on their battery consumption: More Proof That Tesla Is Conserving Batteries Genius Of The Tesla 70D: Sell More Cars, Use Fewer Batteries I’ve also just looked at the Tesla Energy Storage offerings: The Tesla Storage Battery Big Picture

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