Is The Model 3 Tesla’s iPhone Moment?
There was plenty of hoopla last week over Apple’s latest iPhone launch. Meanwhile, in automotive circles, many are calling Tesla’s Model 3 something akin to the iPhone of cars.
Bernstein
No, Wall Street — Tesla Has No Cash Or Liquidity Problem (And A P.S. For…
Analysts seem to talk about Tesla’s “cash problem” often, especially leading up to the $920 million bond repayment and after the Model Y event. Tesla has access to so many sources of liquidity that the “cash problem” is a mythical problem.
Solar Grid Parity Markets — Comparison Of Solar & Retail Electricity Prices
Originally published on RenewEconomy. This graph from another report from US investment bank Alliance Bernstein caught our eye. It is a map of the world looking at how solar – on an unsubsidised basis – compares with retail electricity prices in 30 large energy markets. The green shows the grid … [continued]
Rooftop Solar — Are The Grids Really Needed?
Originally published on Renew Economy. Just over a week ago we reported on the anticipated moves by network operators in Western Australia and Queensland to ditch their reliance on poles and wires in favour of new technologies that would supply and store energy locally. In Australia’s remote and distant outback, the development … [continued]
Bernstein: Utilities Have 4 Choices In Solar Revolution (None Are Easy To Swallow)
Originally published on Renew Economy. Can electricity generation companies live off two hours of demand a day? And what if utilities actually tried to slow down the rollout of rooftop solar? If these are questions energy utilities are asking themselves in the current market environment, they may not like investment … [continued]
