Member Info for Dogberry101

A good result considering the exigencies of the supply chain and Chinese New Year holidays and then Covid lock-down so 310,000 deliveries and 304,000 produced. So a run rate well over 1.25 million and Grunheide and Austin both in production and ramping up from here.
It may well be wise to compare Teslas performance with that of the legacy industry which is having much more severe production difficulties.

Eileen
''The company's poor grade reflects the fact that it ranked lowest for disclosures, along with Berkshire Hathaway and Square. “Tesla represents an interesting case of a company that creates products significant to the energy transition yet displays a serious lack of disclosure related to its own emissions,” the report says. The company has also failed to set a climate goal, though, again, its product is absolutely essential to helping the world get on track so that we don't cook ourselves.''
It appears that Tesla is failing in reporting. It is absolutely inconceivable that Tesla has larger emissions than Exxon and Chevron

Perhaps I should have added that anything else, Tesla Power, Solar panels, Solar roof, FSD Teslabot etc. all just free bonus features.

Eileen
What sucked me into Tesla was that it was a company that could and was making real electric cars that worked and that had plan to make a lot of them at reasonable prices. A company that was producing a viable alternative to the infernal combustion engine and that stood a good chance of changing transportation and the world. So far its going pretty well.

I really like the stuff Jordan puts out, well thought out, well researched and easy to comprehend so even Eileen will get it.
https://www.youtube.com/watch?v=98e58eae8Ck

Er no Eileen, I was in Tesla long before FSD was any kind of issue it was something they were gathering data for as I recall.

Question is Eileen who is further ahead, everyone knows Elon time is sometimes off, sometimes quite a way off. Incidentally I was not sucked in or taken in Tesla still seems to be doing really well even without FSD. Yes the share price is down but Tesla is not unique in that is it just about every technology / growth company is and most a hell of a lot more than Tesla.

I think its utter bilge Eileen. Anyone would think that the raw materials for ICE cars magically appeared at the factory and and did not need mining and transporting and the metal for the engine did not need vast amounts of coal for forging the metal. Also they conveniently forget to take into account the vast amount of energy and emissions caused by looking for oil drilling wells and transporting it to the refinery and and then the refining and finally transporting the finished fuel to where it will be used.

Particularly for Eileen and and Chump. Sam Alexander and the inter-connectivity between big fossil fuel interests and the media and how lies about Tesla get promulgated - to make a lot of money.
https://www.youtube.com/watch?v=DDUkZhzBkgY

Eileen
Show me the data, show me the research.

Quite a long interview with Steve Westly, a clever cookie and former director of Tesla giving his opinions on Tesla (and the competitors big and small) New Energy and solar power, batteries Lidar and much more.
https://www.youtube.com/watch?v=5M5qOShyPzA

Eileen
Ark Funds never had more than the 10% maximum limit of Tesla shares in a fund, Cathie was and still is a big believer in Tesla but her funds have suffered because they have a lot of shares in new technology companies many / most of which are still in development and therefore are losing money (unlike Tesla). Macro economic conditions and political factors have driven down nearly all such companies have you seen how much Lucid and Rivian have gone down?

Eileen
What has this to with a Tesla BB??

Eileen
I note that the actual figures provider was not cited could this be Consumer Reports in the USA who are principally funded by none other than the Ford Foundation.
Is is '' it is well accepted that Tesla build quality is not good. They did call that one right. They just didn't expect that Tesla is such a cult that many customers didn't seem to care'' there were some fit and finish problems in early Model 3, I'm pretty sure that has been sorted out now. If they are so poorly built how come their residual value is so high?

Remember how not all that long ago there were a number of short sellers seeking to make vast amounts of money by shorting Tesla (Cramer, Chanos, Einhorn, etc) and how they were all over the media saying that the competition is coming for Tesla. Further that said competition knew all about making cars at scale, good cars, cars that people would want to buy because they would be better and cheaper than Teslas. Well we know how that ended with some billionaires being converted to millionaires they lost so much money.
Another short from Lars about how the competition is doing and it appears to be not too well (from legacy O.E.M.s anyway}
https://www.youtube.com/watch?v=UGDZkrVWf9g

Just for Eileen who thinks Tesla will not be the first to solve autonomous driving. Lars does some research into Tesla FSD and Waymo and Cruise.
https://www.youtube.com/watch?v=UjxIw0KUygk
Of course there are other systems under development Hyundai in Korea has even built a small town to train its self driving system but they are keeping mum on it.

Bullby
Tesla is using Lithium Ferrous Phosphate batteries supplied by CATL (and I believe other suppliers in China including BYD) these batteries are substantially cheaper than the high nickel batteries but much less energy dense so they are being used in the lower performance vehicles Model 3 and Model Y where the lower performance and lower range are still acceptable.
How will it affect lithium carbonate well I read somewhere its up 400% that said all the batteries used in EVs need Lithium but there is not a lot of lithium in the battery only around 2%.
The uptake of EVs is what is driving demand for lithium and nickel and manganese and to some extent cobalt (Tesla has been reducing the amount of Cobalt in its batteries and is trying to phase it out completely) but Tesla;s demand is off the scale production up 84% last year and the waiting lists still getting longer. Two new Tesla factories about to start production and they are planning to up production to 20million units a year by 2030. Tesla have a new cylindrical battery (the 4680) which they have been developing for some time and are just about to start large scale production this is the battery that is higher performance and higher energy density giving greater range and higher performance it is a high nickel battery and will be critical for Tesla to produce the Semi Truck and a Cybertruck. My understanding is that the Semi is in limited production now but that production will remain limited for some time until 4680 become more available and the Cybertruck will be manufactured in the Austin factory production has been put back to next year but apparently the production lines are already under construction. The plan is to build 4680 batteries in the Austin and Grunheide factories as well as at Fremont.
Essentially as things stand IMO anyone investing in Lithium, Nickel, Copper Neodymium and any of the other materials for electrification and renewable energy is onto a winner

An update from Rob Maurer regarding all things Tesla and in particular the 4680 battery story where the company is and where it is going with the 4680.
https://www.youtube.com/watch?v=VE2j4HI29o0

If only it were that simple. The 4680 with NMC chemistry cells are primarily going to be used in vehicles needing longer range and higher energy density think the Semi and Cybertruck and performance Model 3 and Y most other vehicles and Power Pack and Powerwall will be usingLFP batteries from a variety of manufacturers (CATL, BYD, LGChem Samsung etc.)
If leaks from Kato Road pilot line facility are correct then they have a million 4680 cells in storage for Austin and are making 6000 or so a day there. Its going to be quite a while before they make anywhere enough 4680 cells,

Billy its not just about factory capacity to build EVs its also about having all the materials and parts particularly micro-processors and chips and battery supply, Elon said not long ago that they were being constrained by the chip shortage and he expected this would cause problems for some time and that even if Austin and Grunheide were up and running last year they could not have built any more vehicles.
We know Tesla worked around such problems last year extremely well and I wouldn't mind betting there was a bit of Elon sandbagging again but the chip shortage is real and may persist for some time; time will tell.