TSLA: 255.01

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A new report is out this week examining the feasibility of the Paris Climate Agreement, with recommendations to policymakers as to how it might be accomplished and what effects its adoption would have on the world economy. The study concludes that, in a conservative case, the world could gain .8% GDP in 2050, or $19 trillion cumulatively between now and then. In a more optimistic scenario, the agreement could actually add 2% to global GDP by 2030. In fact, according to the report, “reducing the impact on human health and mitigating climate change would save between two- and six- times more than the costs of decarbonisation.”

The report was commissioned by the German government and released by the International Energy Agency (IEA) and International Renewable Energy Agency (IRENA).

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Like Governor’s Office of Economic Development (GOED) did for Tesla’s Gigafactory last week, they released the quarterly report for Faraday Future’s own electric vehicle factory project in the state.

As of the last reported quarter (Q4 2016), the company reportedly made a $160 million capital investment in the project, but the only result so far is a lot of dirt being moved around. expand full story


We have been really suspicious of BMW’s plan for electrification mainly because they seem to have left an unnecessary 7-year gap in their electrification effort between the launch of ‘BMW i’ with the i3 in 2013 and the next ‘i’ vehicle, which is expected in 2020-2021. The weird-looking all-electric concepts that they have unveiled since are also not helping – pictured above.

At its shareholder meeting this week, the German automaker has laid out its plan for electric vehicles in more details and it now seems to be going in the right direction. expand full story

There are thousands of them inside the Model S and X yet it’s one of the least understood part of Tesla’s vehicles. While Panasonic, Tesla’s battery cell manufacturers, lists the specifications of almost all its different cells, they don’t release the specs of the custom cells it developed with Tesla.

Without going into too many details, a new breakdown of a Tesla cell shows what is inside. expand full story

Mercane Wheels has launched an Indiegogo campaign for a pretty interesting 3-wheeled foldable scooter, dubbed “Transboard.”  Mercane’s goal with their concept is to provide the urban flexibility of a 2-wheel scooter, but with greater safety and controllability, considering both the driver and other pedestrians.

The Transboard will have about 25 miles of range from the detachable 48V 8.6Ah battery and the 500W motor makes it capable of speeds up to 22mph.  Capable of carrying a 220lb rider, it weighs a somewhat hefty 53 pounds – but when folded it can be rolled like a rolling suitcase since it already has a built-in handle and wheels, so wheeling it around shouldn’t be too difficult.

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SunPower thinks it’ll be a challenge for Musk to deliver PV at the prices suggested – Two things – 1. SunPower sells the most expensive – and maybe best quality – solar panel a regular person can buy. 2. SunPower has been selling solar panels for a long time. My default reaction with Musk is to expect that maybe it’ll take a little longer (month? six?) to arrive and roll out a bit slower (80,000 vehicles in 2016 versus almost 100,000 as guidance) – but, it will arrive and it will be priced right and it will change the game. I can accept that – I would celebrate that.

California looking to specify renewables for peak moments – The gist – California legislators are attempting to restructure the power market so it makes more sense economically for renewable energy to be applied to the very expensive peak demand areas. The reason we ought watch these types of legislation is that places like California are at the cutting edge of power markets and how we’re going to monetize clean energy. Funny that we’ve so quickly progressed from renewables can’t scale and are expensive, to there are too many renewables and they’re so cheap we need to change everything. expand full story

Hagens Berman, one of the law firms leading a class action lawsuit against VW and Mercedes for the emissions-cheating software, is attempting to start a class action against Tesla over the claims made for Autopilot 2.0 features: Enhanced Autopilot and Full Self-Driving capabilities.

They wrongly claim that Tesla marketed the vehicle has “Full Self-Driving” and that those claims “now appear to be false.” expand full story

Battery-powered air travel is not currently commercially viable simply because the energy storage capacity of batteries has yet to compensate for their heavy weight. A lot of companies are eyeing the possibility as energy density is improving and we have seen some progress with Airbus’’ E-Fan being the first electric plane to successfully fly across the English Channel.

Now a new startup is trying the more ambitious goal of building a battery-powered 150-seat plane to compete with 737-size aircrafts in the market for short-haul trips (under 300 miles). expand full story


March 21

TSLA: 250.68

Stock Chart

Since any delay would complicate their plans, the eyes of over 400,000 reservation holders are currently on Tesla’s Model 3 production program. In order to reduce the risk of delays, Tesla is running a rigorous sourcing program for the upcoming all-electric vehicle, which made a victim earlier this year when a supplier was stung by a $100 million parts cancellation by Tesla.

But those reservations also facilitate the sourcing since suppliers are encouraged by the large backlog and another supplier announced having won an important contract for the Model 3 this week. expand full story

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