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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Infrastructure For EV’s Part 2: The Future Grid

In Part 1, I covered what would happen if 10% of the cars on the road became electric overnight. In Part 2 I look at the the technology used to solve the problem – storage. However, before we get into storage, lets look at some grid basics: Different Types Of Power In extremely oversimplified terms,…

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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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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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