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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How Much Infrastructure Is Required For EVs?

Every time I post an article on Seeking Alpha about the growth of electric vehicles, I get a bunch of posts from naysayers that it will require major upgrades to the grid. However, none of that is likely true. There probably needs to be little to no change in infrastructure and here’s a look at…

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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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My Articles at Seeking Alpha in the Last Month

Over Thanksgiving weekend I was busy writing articles at Seeking Alpha and submitted three of them. I missed being called names and arguing with random folks online. Here are some highlights: State Of The Top 4 Solar Module Makers Attack Of The Tesla Killers? Hats off to the editor that came up with that title…

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Upcoming Chinese Solar Stock Earnings

I believe that the top solar module makers – Trina Solar (TSL), Canadian Solar (CSIQ), Jinko Solar (JKS) and JA Solar (JASO) (who is the manufacturer of the panels on my roof) are all severely undervalued. Canadian Solar pre-announced better than guided shipments and margin. Here is my take on the others at Seeking Alpha:…

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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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