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Old 07-02-2019, 03:36 PM   #1061
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Q2 numbers are in. Naysayers say what?

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Old 07-03-2019, 08:13 AM   #1062
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It's high time our gov't starts moving our society forward toward what is inevitable.....the 21st century energy revolution - EVs, solar/wind, and battery storage.

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"West Virginia-based Revelation Energy LLC and its affiliate Blackjewel LLC filed for bankruptcy, making it the second major coal company to declare bankruptcy in as many weeks"
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Old 07-03-2019, 08:26 AM   #1063
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haha, can't make this shit up folks. Can we just skip this whole "the fossil fuel industry is collapsing what are we going to do!?!" phase?

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"The world’s fourth-largest oilfield services provider, Weatherford International, said that it had started a financial restructuring by filing for Chapter 11 bankruptcy protection in the U.S. in a bid to reduce its long-term debt of more than US$7 billion."
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Old 07-10-2019, 08:03 AM   #1064
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Tesla is about to ramp up production even more here and China is moving along quite nicely.

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“The Stamping, Body, Paint, and General Assembly lines in China are well underway and hitting records in both line design and fabrication,” he said.
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Old 07-14-2019, 07:08 PM   #1065
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It would provide 7% of the city's electricity beginning in 2023 at a cost of 1.997 cents per kilowatt hour (kWh) for the solar power and 1.3 cents per kWh for the battery. That's cheaper than any power generated with fossil fuel.
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Old 07-17-2019, 07:53 AM   #1066
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How do you juxtapose that? That was the supercar of the day.

EM: It was. Now the Model 3 performance can beat it. I do think that the McLaren F1 was an incredible design, and for a gasoline car it's amazing. It's a piece of art, that car, for sure. I mean, it's aesthetically stunning, using state-of-the-art carbon fiber technology; the architecture is brilliant for F1. But when you go to electric, it's just a fundamentally superior technology. You've got physics on your side. You've got Isaac Newton as your co-pilot; he's helpful. So the Performance Model S, the McLaren the F1 is 50 percent slower 0-60 than the Performance Model S. Fifty percent. That's insane. And it's a four-door sedan that can seat up to seven. So you could probably put seven people and full luggage and still beat a McLaren F1.

——————

We'll try and validate that.

EM: Yeah, should work. A equals F over M. Yeah, F's big.
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Old 07-23-2019, 07:50 AM   #1067
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Ford teasing its EV F-150. Don't worry truck lovers, electric trucks will be awesome no matter what company they come from because.....it's electric!

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Old 07-23-2019, 08:53 PM   #1068
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Another great speech by Greta.

The science is clear - 420 GT of CO2 left in the carbon budget to have a 67% of staying below a 1.5C global temperature rise. Today it is less than 360 GT.

Doing the math.....survey says - roughly 8 and half years at current emissions levels.


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Old 07-24-2019, 12:27 PM   #1069
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More on the gas industry:

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The constraints are manifold: pipeline limits, reduced flow from wells drilled too close together, low natural gas prices and high land costs. But the most consequential is that shale-well production falls off at such a high rate -- as much as 70% in the first year -- that you need to keep spending cash on new wells just to maintain output.
Then, as ValueAnalst puts it:

@ValueAnalyst1
That's 50 Gigafactories, one-half of the number needed to transition the entire world to sustainable energy.

So much money is being invested and wasted on old energy....sigh....
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Old 07-25-2019, 11:51 AM   #1070
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Tesla marches on toward bankruptcy. Their product mix is skewing heavily toward the model 3 a very low margin vehicle, so of course the losses are mounting. Elon Musk continues to lie about anything he can.
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Old 07-25-2019, 01:56 PM   #1071
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Originally Posted by Tambourine Man View Post
Tesla marches on toward bankruptcy. Their product mix is skewing heavily toward the model 3 a very low margin vehicle, so of course the losses are mounting. Elon Musk continues to lie about anything he can.
You look silly again. Moving towards the less expensive, higher produced model has always been the goal for Tesla. If you had listened to the Q2 conference call last night, you would have heard Elon reiterate this again:

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Colin W. Rusch -- Oppenheimer & Co Inc. -- Analyst

Okay. And can I have a follow-up question around Model S and Model X saturation? Obviously, you guys have some ideas around how big that market is? How should we be thinking about sustainable volumes and pricing on those volumes? Obviously, we're seeing some lower numbers here, and I think that's a core element of what's going on with the story that as we see pricing drop and volumes drop, what are the right numbers to think about you guys from a planning standpoint in terms of sell-through on both the Model S and Model X?

Elon Musk -- Chief Executive Officer

Yeah, I think it's probably too much focus on S and X. And the S and X are -- and they are nice, but they're not -- and it's like without them, we couldn't spell sexy. So the main reason the reason -- well, it's not the main reason, but a reason, is we want to keep spelling sexy. So that's not a reason, I should say not the main reason but to keep going with the S and X. But the story for Tesla future is fundamentally Model 3 and Model Y and I think like my guess is like long-term sales of anything a couple of years, I think. The demand for -- sales demand for 3 is like in the order of 0.75 million units a year, and it's probably 1.25 million per year for Model Y and combined like it's maybe 2 million from those two vehicles and then S/X is like may be 80,000 to 100,000 a year. So it's like 4% or 5% of the volume in 3 and Y. And then truck throw a truck in there, pickup truck and a semi, it just gets smaller and smaller. So there -- there are great products, but there -- from a volume standpoint, they're not all that important in the long term.
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Old 07-25-2019, 03:29 PM   #1072
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That a way Florida!

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The stations will be funded by the state’s $166 million share of the Volkswagen emissions settlement (DieselGate), for which 15%, or about $25 million, was designated to be used on electric charging infrastructure.
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Old 07-25-2019, 06:28 PM   #1073
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Originally Posted by ggies View Post
You look silly again. Moving towards the less expensive, higher produced model has always been the goal for Tesla. If you had listened to the Q2 conference call last night, you would have heard Elon reiterate this again:



There he is promising absurd things. Model Y isn't even a thing and he's already promising record sales for it. If the Model 3 and Model Y is Tesla's future, they have to either raise prices dramatically or go bankrupt. If they go the route of raising prices, sales will plummet and they'll go bankrupt anyway.

The only reason Tesla is able to exist is because we are in a historical low interest rate environment. If Elon didn't have access to the debt markets for almost free and all the private funding (also fueled by low interest rates), he'd be so cooked.
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Old 07-29-2019, 07:43 AM   #1074
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By balancing the divergent production schedules of wind and solar resources, and using batteries for additional flexibility, hybrid plants like these deliver cheap renewables while mitigating the limitations of intermittency. In this case, the configuration offered an economic alternative to a natural gas peaker plant.
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The result doesn't track exactly with the traditional utility categories of always-on baseload plant and on-demand peaker. It's more dynamic than baseload and more steady than a peaker, shaping daily power delivery to match the demand curve of the customers.
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Old 07-29-2019, 07:42 PM   #1075
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uh-oh....to complement the above article - bye bye natural gas peakers.

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So key stats on Megapack:
  • 3 MWh (14x Powerpack 2)
  • 1.5 MW inverter
  • 60% increase in energy density relative to Powerpack
  • 10x faster installation
  • Tesla can deploy an emissions-free 250 MW, 1 GWh power plant in less than three months on a three-acre footprint
  • AC or DC connected.
  • Every Megapack arrives pre-assembled and pre-tested in one enclosure from GF1
  • Includes battery modules, bi-directional inverters, a thermal management system, an AC main breaker and controls.
  • No assembly is required, only need to connect Megapack’s AC output to site wiring.
  • 10x fewer parts than current systems on the market
  • In-house software to monitor, control and monetize Megapack installations.
  • All Megapacks connect to Powerhub, an advanced monitoring and control platform for large-scale utility projects and microgrids
  • Can integrate with Autobidder, Tesla’s machine-learning platform for automated energy trading
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Old 08-05-2019, 01:17 PM   #1076
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You thought I was going to let this thread slip all the way down?

Another study showing how much better the economics of renewable energy is than continuing to dump money into dirty fuels.

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"$4.6T to $5.2T investment in wind, solar and EVs over the next 25 years can deliver as much mobility as $25T investment in oil, gasoline and diesel.
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the only way that the petroleum industry could compete with renewables and EVs is if it could extract oil at around $US9-10 a barrel. The problem is, mid point return for most of the oil industry’s planned investments is a price of $US60 a barrel.
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Old 08-06-2019, 10:13 AM   #1077
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Completed capacity in the first half of the year improved on 2018 by 53 percent.
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Texas leads with 22 percent of the pipeline, followed by Wyoming, New Mexico, Iowa and South Dakota.
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Old 08-07-2019, 12:14 PM   #1078
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An example of the media bias and manipulation:

Jay Leno was interviewed yesterday on CNBC and said this:

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"“Here’s a guy building an American car in America using American labor and paying them a union wage — the whole bit. Why are you not rooting for it to be successful? I don’t quite understand that,” the comedian said about Musk."
Cut to today and we have the media throwing headlines and articles around like this:

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NHTSA does not dispute the fact what Tesla posted, only that it is "inconsistent with its advertising guidelines", i.e. NHTSA does not like Tesla pointing out that their results are actually better than the others in the huge bucket of "overall 5* rating".

-------------------------------------------------------------------------------------
Re-read that Leno quote if you need to.

Let's follow this: America Made Product - trashed by Media due to special interest - special interests only care about profits - sitting president rants about "America First" - American Made Product releases more products - Media trashes again.

So who's getting played here? The uneducated become the manipulated.

The back and forth manipulation is astounding between all these outlets. The product must really speak for itself and it does. Tesla makes fucking amazing products.
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Old 08-10-2019, 10:53 AM   #1079
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*cough*bye bye legacy automakers *cough*

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Old 08-12-2019, 07:41 AM   #1080
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Luntz is now offering his messaging services to the cause of climate action. “I’m here before you to say that I was wrong in 2001,” Luntz told the Senate committee. “Just stop using something that I wrote 18 years ago, because it’s not accurate today."
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