Time flies with Elon Musk is tweeting about taking Tesla private, but there’s much more news to get to beyond that. In particular, there’s much news out of China. In order to aggregate and summarize the highlights, here’s another edition of our China × Cleantech feature, also published over on the “Future Trends” section of our website. And, yes, there is some Tesla news in here as well.
Complementing our update on key changes in the electric vehicle industry in June and July, below are highly notable news items from the solar energy and energy storage industries in June and July.
The cleantech/tech/stock/business news of the week this past week was more obvious than an elephant sitting on a golf cart — Elon Musk may take Tesla private.
It has stunned the world, and the response from the financial press has been embarrassing — to put it nicely.
One matter very frequently ignored is what an exclusive share in private Tesla should be worth. This is different from what a share in public TSLA is worth right now or should be worth right now.
You don’t get much props for predicting something after it happened. This is sort of lame: “I knew that would happen. I didn’t say it, but I knew it.” So, I’m going out on a short limb and am making a prediction here in the open while the market remains irrational.
I moved from Europe to the US at the end of June, so ended up skipping my monthly updates on what changed in the electric vehicle (EV) and solar energy industries. Now that I’m back at it this month, I’m combining big news from June and July. Enjoy this EV news roundup and let us know in the comments if you think I’m missing any biggies.
Last Wednesday, August 1, 2018, we got a ton of fresh information in the Tesla shareholder letter and conference call. The prediction of our financial model of the Tesla results, “Vijay’s SimTesla Game,” was right within a few million, after correcting for the ignored restructuring costs. That’s not because we got everything right, but because the mistakes cancelled each other out.
Members of the mass media — on both the left and right — come out in force to prove Elon Musk’s point and push Tesla closer to privatization.
As Tesla Model 3 production and sales have grown, I’ve felt more and more inspired to compare the car’s scorecard against that of other models. I intended to update my “Small & Midsize Luxury Car Sales” charts and report this weekend, but then got a bit carried away. As a result, below are 7 sales charts regarding the Tesla Model 3 and some of its wide ranging “competition,” which includes not only small and midsize luxury cars but also some of the most popular, mass-market cars in the United States.
My first impressions of owning my first EV are — it’s great!
Our local Tesla Shuttle arm in Poland has been operating for over a year. One of our co-founders, Tomek Gać, has also had a Nissan LEAF for years and he recently test drove the new Nissan LEAF and the Jaguar I-PACE. We decided to have a long chat about our experiences with the Tesla Model S, some of our experiences with Tesla Shuttle (which is now in operation in Europe and the USA), how the new Nissan LEAF & Jaguar I-PACE compare to Tesla vehicles, and how adequate they may be for “average people” — not just EV fanatics.
