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…

Read More

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…

Read More

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,…

Read More