Electric Vehicle and Tesla Market Share Update

Tesla recently provided this very interesting chart of market share of the Model 3 vs other luxury sedans. Basically Tesla is outselling everyone combined as it delivers cars to the hundreds of thousands of reservation holders: This is only going to get worse over the next few months as Tesla clears its backlog before things…

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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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