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  1. E

    Project Highland (Investor impact etc.)

    It's apparently just some guess by some auto consultancy?
  2. E

    Elon & Twitter

    Case in point:
  3. E

    Elon & Twitter

    Why is he blaming the media? Most of the criticism I read is on here, other thoughtful forums, and twitter itself. Including his own tweets.
  4. E

    Elon & Twitter

    What's actually Elon's equity share in Twitter? He has a lot of co-investors, and I saw someone on Twitter saying he only owned 25%, but I can't find the tweet again
  5. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's actually not that bad. Westinghouse told the government back in February/March they could get fuel in six months They're even on record saying it The problem is that it's behind a paywall at a niche German publication, so I haven't seen it picked up in industry news... April 21: Energie...
  6. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    And the reason is the energy war that has been waged against Europe by Russia since mid 2021 Wholesale prices are up from ~0.05 EUR/kWh to >0.20 EUR/kWh...
  7. E

    Tesla's choice of Austin, Texas HQ and recruiting/welfare of employees

    Am I the only one concerned about Tesla's choice to move to Austin, Texas? Texas does not provide adequate healthcare for its people, as abortion is banned after the sixth week. I would not be comfortable living in such a state, and I'm sure many other people share my perspective. This could...
  8. E

    California Utilities Plan All Out War On Solar, Please Read And Help

    Yeah, I had a look at the full PDF, and it was not a demand charge like I thought, but a charge on your installed DC capacity... That doesn't make much sense, e.g., it would penalize people that install in East-West orientation that produce a flatter solar curve (i.e., good for the system) A...
  9. E

    California Utilities Plan All Out War On Solar, Please Read And Help

    So, it is a demand charge, levied at the peak demand of your house? And it is the same for all users? That superficially seems to make sense, but there is always the debate whether you should pay it if your peak is not co-incident with the local/system peak Electricity tariffs should be cost...
  10. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I hope the Tesla Semi at least reaches limited production soon, as it's strategically important to demonstrate that BEVs can do long-range HDV transport. It doesn't seem like Elon understands this. Quite a few organizations are saying that market is destined for hydrogen, but I believe that is...
  11. E

    Tesla Semi

    I hope they release the Semi soon, even in small quantities There's still a lot of people that believe hydrogen is the only viable option for trucks, so actually demonstrating electric heavy duty trucks has a value of itself to the public debate. It will enable an acceleration of the energy...
  12. E

    EU Market Situation and Outlook

    In Norway they reduced the price, and had a low interest rate offer. Many upgraded their original 2019 model. I’d guess it will be more like Q1, unless they will deliver refreshed S and X Netherlands always has a subsidy scheme cliff at year end, so again Q1
  13. E

    Shorting Oil, Hedging Tesla

    I'm not sure you can compare it like that, as the gas peaker will have <5% utilization and the solar+ battery >20% The solar+battery combo will require a higher investment than the gas peaker, for the same kW output. Peaker plants (and battery peakers) should rather be compared on "Levelized...
  14. E

    Reasons for buying Tesla shares at Xetra (Frankfurt)?

    I've been wondering why the Tesla stock also trades in Frankfurt at Xetra, does anyone know? It's not dual listed, so how does this work? If I were to buy in Frankfurt I can purchase on a tax-advantaged account in Norway. Non-European shares are not eligible for the tax advantaged account, so...
  15. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Note that this is because you are driving a Zoe, it can almost not charge anywhere due to incompatibility with the electric network we have in Norway. Other non-Tesla’s don’t have this problem We use the “IT” standard to wire the neutral, while the rest of Europe use TN
  16. E

    Coronavirus

    On 2) there may be some issues with the paper not correcting for where cases _occured_, so it would be overestimating the impact of temperature E.g., at the time of lock-down in Norway, half the cases were imported from Austria. Other countries also have had sizeable impact from Afterski bars...
  17. E

    Coronavirus

    It's not that you don't bother testing, it's that there's not enough capacity to test people with mild symptoms. Two friends of mine had flu like symptoms one week ago, and they could just forget about testing since they had no known contacts and didn't work in healthcare. Norway has tested a...
  18. E

    Coronavirus

    Norway is on practical lockdown. Anyone arriving from outside the Nordics will be placed in home quarantine for 14 days All restaurants etc. will have to close, travel should be restricted to what is strictly necessary (explained as going to work for essential personell in society)
  19. E

    Giga Berlin/GF4 Factory Discussion

    Natural gas connection being prepared: @GF4Tesla..️️.build #GigaBerlin. on Twitter It's a shame that German energy policy on taxation makes this necessary, GF1 has no natural gas supply and that was touted as a big selling point. Does GF Shanghai have a natural gas connection?
  20. E

    Coronavirus

    Next time you buy, do it with an Aksjesparekonto so you don’t need to pay taxes until you withdraw the money
  21. E

    Wonder what Tesla will do for power in Germany.

    Industry doesn’t pay those rates. It will be closer to the wholesale price
  22. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Growth in Norway is partly limited by model selection, that may not be the case in 2025 as more OEMs launch a broader range of models. Another issue is vehicle supply, in principle batteries, whic may be an issue also in 2025.
  23. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla is not sending any SR+ to Norway this quarter, which is upsetting some buyers as they were quoting June deliver in May... People are now offered better deals on the LR AWD if they can take delivery this week. So there is demand for SR+ in Norway, but Tesla decided at the last moment to...
  24. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's our constitution day, people are in the streets ;) Norwegian Constitution Day - Wikipedia
  25. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Probably cannibalization of Model S by Model 3, and the elimination of the cheap S&X contributed in overseas markets (e.g. Norway)
  26. E

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Approximately ~100 of the eGolfs are used imports, so of new car sales Model 3 is the winner. But yes, would be great if it's also #1 in terms of newly registered cars ;)
  27. E

    General Discussion: 2018 Investor Roundtable

    Wow, ok, that escalated fast. So just like the Volkswagen CEO that would not be able to cite any studies, you have neither pointed to any study for your claim. Sometimes it’s good to look in the mirror ;) Please PM me any study, as I would be very interested to read it since I work in the...
  28. E

    General Discussion: 2018 Investor Roundtable

    Even the max lifecycle emissions in the 2014 IPCC report is a quarter of a CCGT Life-cycle greenhouse-gas emissions of energy sources - Wikipedia Do you have any other study? Otherwise I would revisit the assumption you make on nuclear, as its fortunately not true
  29. E

    General Discussion: 2018 Investor Roundtable

    I agree with you that EVs are clean, especially in Europe where the power sector is part of the EU ETS. In addition we need to think more about energy efficiency! But, nuclear is one of the cleanest energy forms that exists. Where have you heard otherwise? It's a common misconception, a...
  30. E

    General Discussion: 2018 Investor Roundtable

    They bought GTM, so pretty sure the old Wood Mac is not behind those projections ;)
  31. E

    General Discussion: 2018 Investor Roundtable

    No, it's the EU that sets the limits in Europe. Member states probably can set stricter limits if they want to, but it's the European Commission that is pressuring the German government to take action, along with other countries. Norway is subject to the same limits through the EEA agreement...
  32. E

    General Discussion: 2018 Investor Roundtable

    What I don’t understand is that these cars are all over Europe. Is this a fix planned only for Germany, or who will pay to have the Norwegian cars fixed?
  33. E

    The Resource Angle

    As pointed out in the thread, the miners were not too happy about the tender conditions: Subscribe to read
  34. E

    2017 Investor Roundtable:General Discussion

    One thing to keep in mind is that the BBC article, that Electrek sources, says it's $50 bn of battery orders, not investment into battery production: VW plans electric option for all models
  35. E

    Shorting Oil, Hedging Tesla

    Your alternative guess is the correct one - timely energy consumption and production data can be tricky, especially for a worldwide figure (or IEA is screwing with their paying data subscribers)
  36. E

    EU Market Situation and Outlook

    Can't find the edit button, but from Troy's figures on the previous page YTD is January to March, as the site displays 2015 YTD as 205
  37. E

    EU Market Situation and Outlook

    According to this source Model S sales in the UK total 321 YTD | EAFO I don't follow the market to know if that includes Jan-Mar or Jan-Apr, but maybe the figures can be cross-checked against other known quantities? Data sources and reliability M1 vehicles | EAFO Previous month data is...
  38. E

    oops! Germany is worried!

    If anything, rural would be more expensive as the grid costs are higher. That's at least how it is in Norway, the grid cost in the cities are the lowest in the country But as Johann mentions, this high cost of electricity is really a political question. Hopefully this distortion will be...
  39. E

    oops! Germany is worried!

    The cost of electricity for residential customers is currently 26.24 EUR cents/kWh if you go with the incumbent in Berlin, or roughly 30 US cents/kWh. The average cost is higher due to the fixed monthly fee, although that doesn't matter when you charge your car. You do approach 40 US cents per...
  40. E

    Tesla to use AT&T for 4G LTE

    Adding on that, the incumbent telecom operator in Norway plans to shut down 3G around 2020, GSM (2G) around 2024 Spectrum is a limited resource and with people using more and more data, it's just not possible to keep 3G around instead of using the spectrum on LTE.