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  1. Nickel Prices (The bubble has popped)

    Price of nickel and slowness in expansion for nickel supply will not stop production of EVs. LFP ( LiFePO4 ) use no cobalt & no nickel. Today most EVs use LFP ( Teslas & models from Chinese brands). Elon predicts LFP will grow to even larger share of EVs and energy storage. China's CATL which...
  2. Ford Mach-e: Smell the gas!

    It matters because 1. legacy auto OEM CEOs and other top executives will earn huge bonuses and then bail with huge platinum parachutes. 2. The in the know large institutional investors (ie BlackRock, etc) will sell at a high pumped up share price before the crash. 3. Instititional...
  3. Ford Mach-e: Smell the gas!

    No, the media is not trying to pump sales of Mach-e. Legacy auto OEMs including Ford do not want to sell any more EVs than minimum required by the government. Ford is losing money on every EV it makes. Ford makes a few EVs to get regultory credits so it does not get fined for selling 99.9% ICE...
  4. Munro Associates are selling 4680 Cells after battery pack teardown and analysis - FYI

    Maybe Munro & Assoc target customers for the 4680 cells are vehicle manufacturers and battery manufacturers that want a few cells for tear-down and chemical analysis by their own laboratories. If you want souvenirs just wait a year or two and there will be cheap cells from totaled cars.
  5. No Resale on the Lightning

    Almost half of all Mach-e ever made. ------------------- Ford issues stop-sale of electric Mustang Mach-E crossovers due to potential safety defect Published Tue, Jun 14 2022 By Michael Wayland...
  6. S&P 500 ESG added ExxonMobil despite ExxonMobil Lies - Big Oil Reality Check

    German officials & German Federal Police raid Deutsche Bank's DWS over 'greenwashing' claims May 31, 2022 https://www.reuters.com/business/german-police-raid-deutsche-banks-dws-unit-2022-05-31/ ..... The prosecutors said they were following up on news reports and a whistleblower's allegations...
  7. Why Level 2 around-town charging is needed...

    That is also what I think. Almost every workplace is Western or Southern U.S. in locations where it rarely snows, that has more than two parking spots and roof should have solar and L2 chargers.
  8. Tesla Senior VP Drew Baglino talks about global scaling of battery production and raw materials

    Also at the end Drew Baglino answers question about why Superchargers instead of battery swap stations. ------------------------------------ Stanford Energy Solutions Week 2022 | Fireside Chat with Drew Baglino Interview on May 3, 2022 Drew Baglino, Senior Vice President of Powertrain and...
  9. great interview by Jehu Garcia of Sandy Munro - EVs, BMW i3, Tesla, says Elon Musk is only American Hero, batteries need to be made in U.S.

    "Elon Musk is the only American Hero" - Sandy Munro Posted May 23, 2022 ( interview might have occurred in Feb - March 2022 since neither had their Rivian truck at time of interview ) jehugarcia Sandy Munro is a hands-on, self-made American businessman and owner of Munro & Associates, Inc. He...
  10. S&P 500 ESG added ExxonMobil despite ExxonMobil Lies - Big Oil Reality Check

    S&P 500 ESG claims to rate based on factors of environmental, transparency. Looks like S&P 500 ESG itself fails in transparency. ---------- Updated analysis reveals oil industry climate plans are grossly insufficient to achieve Paris Climate Goals By OCI Team May 24, 2022...
  11. Is $TSLA going to 600.00?

    Yeah, I was wondering the same thing. Now is when we need it more.
  12. Elon Musk says Tesla may have to get into the lithium business because costs are so ‘insane’

    -------------------------------------- This is just like the much hyped & brouhaha'ed claims that all EV batteries kill children because some batteries use cobalt. Oil refining also uses cobalt but in over 100 years never was there a big deal about killing children. Or the other false hype...
  13. another Elon interview [closed due to politics]

    I think it was stupid not to invite Tesla even if they never needed to convert from ICE or used nonunion labor. It has been obvious for over 15 years that insights of outsider ( non legacy OEM) was needed since the legacy ICE OEMs are still dragging their feet. Both the legacy ICE OEMs & U.S...
  14. Tesla removed from the S&P 500 ESG index

    Tesla is being punished for not having a plan to reduce it's vehicles tail pipe emissions into negative number range. Based on the ESG group, EVs must be carbon capture devices while makers of ICE vehicles can get better ratings while continuing to spewing pollutants (just at lower rate).
  15. Tesla removed from the S&P 500 ESG index

    There is a huge difference in remaking oneself vs remaking the image you present. I see little evidence EXXON Mobile has ACTUALLY changed significantly. I see a lot of smoke & mirrors imagery. ------------------ Despite cutbacks, ExxonMobil continues to fund climate science denial...
  16. Tesla removed from the S&P 500 ESG index

    ----------------- These scammers of ESG are hurting Tesla, environment, and society because they use a good rating to get no interest or low interest loans/investment and funds from government for projects that are harmful to environment and society. Corruption is also one of the factors ESG...
  17. Tesla removed from the S&P 500 ESG index

    ----------------------------------- Demographics of Saudi Arabia https://en.wikipedia.org/wiki/Demographics_of_Saudi_Arabia ..... Saudi Arabia is the fourth largest state in the Arab world, with a reported population of 35,013,414 as of 2018. 38.3% of inhabitants are immigrants. ..... What...
  18. Tesla removed from the S&P 500 ESG index

    ESG ranking agency is bullshit. They had ExxonMobil higher than Tesla before removing Tesla. They are claiming that ExxonMobil who has locations in middle-east (and in specific Saudi Arabia) has less workforce discrimination & sexism! Middle-East where there is literally slave labor (foreign...
  19. Why is the Tesla Yoke a Safety Risk and the Lexus Yoke Kinda Wonderful?

    It is still on nhtsa.gov web page. Last update I could find was 2016 ( 6 years go?). Do you have link to newer version? ---------------------------------------- NHTSA Driver Education Toolkit This is a collection of studies and reports put together by NHTSA with the assistance from national...
  20. Why is the Tesla Yoke a Safety Risk and the Lexus Yoke Kinda Wonderful?

    Yes, if your vehicle has air bags and you like your current face, wrists and arms - stop holding of top of the steering wheel. You could even put your eye out !! Oh and make sure passenger does not put foot on dash that contains air bag. Safest driving hand position no longer “10 and 2” OR...
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