California

Ulysses
NEL 07.01.2018 kl 16:01 3084

The Energy Commission is committed to achieving an accelerated plan to support the development of a mature market for FCEVs as quickly as possible and to meet the state’s zero-emission vehicle (ZEV) targets.

http://www.energy.ca.gov/2017publications/CEC-600-2017-011/CEC-600-2017-011.pdf?platform=hootsuite
Ulysses
07.01.2018 kl 16:02 2990

Wuhan Skywell, a new energy vehicle manufacturer, will produce 3,000 fuel cell buses in the next two years.

Wuhan Industrial Technology Research Institute of Geo-resources and Environment and the Hubei branch of China National Petroleum Corporation will set up a hydrogen station in Wuhan in 2018, and bring the number in the province to 21 within three years.

http://www.xinhuanet.com/english/2017-12/28/c_136858043.htm
Ulysses
07.01.2018 kl 16:02 3001

RE^1: Tesla's Game Is Ending
No rational investor would invest in a stock that has a long streak of losses, is mired in debt, and fails to bring its new products to market when promised.

However, Tesla seems to defy gravity. It has support from an army of believers who prop up the share price and make shorting a dangerous proposition.

But the day of reckoning is coming, the game is ending, and soon we will have the result.

A rational investor would question the value of any company with any of the following characteristics:

Never turned a profit in 14 years of operation
Burdened by massive debt
Burning cash at an alarming rate
Consistently fails to meet targets for introduction of new products
Tesla (NASDAQ:TSLA) has all of those characteristics, yet the stock is surprisingly resilient. In spite of the losses, the missed targets, and the negative cash flow, the stock market still values the company at over $50 billion. Tesla's valuation equals that of Ford (NYSE:F) and is only slightly lower than GM (NYSE:GM), companies in the same industry that are much larger and much more profitable.

Tesla's valuation is propped up by two strong beliefs among its investors:

A belief that battery powered electric cars will soon replace internal combustion engine cars as the predominant vehicle for personal transportation.
A belief that Tesla, which makes very good, but very expensive electric cars, will become a dominant player in the car industry of the future.
It has become a game between longs and shorts. If those beliefs become reality, then Tesla's value will be fully justified, and the longs will win the game.

However, if Tesla continues to burn cash and run up record losses, then the shorts will prevail.

The end of the game is approaching. There are two potential catalysts on the horizon that could determine the fate of the company.

Tesla could run out of cash and find that it can no longer raise funds from the equity market

https://seekingalpha.com/article/4135676-teslas-game-ending

Så får tiden vise hva fasiten blir. Selv tror jeg ikke på Teslakonkurs, men at selskapet blir marginalisert gjennom konkurranse med de store aktørene, etterhvert som deres modeller kommer på markedet.
Ulysses
07.01.2018 kl 16:03 2999

RE^1: Tesla (TSLA) has a problem that may be a company killer
From a geopolitical perspective, there are two classes of cobalt supplies; metal refined in China that’s unavailable to non-Chinese customers and metal refined outside China that’s available to anyone.

From an economic perspective, there are two classes of cobalt users - industrial users that represent half of global demand and battery manufacturers that scarf the leftovers.

From a battery manufacturing perspective, there are two end-use segments - high-value consumer products and low-value transportation and stationary storage products.

When one separates cobalt refined in China from cobalt refined elsewhere and further separates non-Chinese cobalt based on end use, it becomes clear there’s almost no cobalt for non-Chinese automakers.

Tesla has no cobalt supply chain of its own and Panasonic’s supply chain can’t support the production of more than 250,000 Model 3s per year.

Tesla (TSLA) has a problem that may be a company killer
Elon Musk has promised stakeholders a Model 3 run rate of 500,000 cars per year by the end of 2018, but Panasonic’s (OTCPK:PCRFF) cathode powder supply chain can’t support more than half of that volume. More importantly, expansion of Panasonic’s supply chain would be a Herculean task because its cathode powder supplier, Sumitomo Metal Mining (OTCPK:SMMYY), already is using 100% of its cobalt production to satisfy Panasonic’s cathode powder requirements.

https://seekingalpha.com/article/4115479-cobalt-cliff-will-cap-teslas-model-3-production-capacity-250000-units-per-year
Ulysses
07.01.2018 kl 16:03 2994

RE^1: Scaniasjefen sier: Diesel är inte framtiden
Det er kört för dieselmotorn
När han tittar in i spåkulan ser han dock ingen framtid för dieselmotorn i det långa loppet.

– Vi har varit framgångsrika under 125 år, men affärsmodellen har byggt på att tillverka dieselfordon och diesel är inte framtiden, det är ett problem. Vi erkänner det.

På temat hållbara transporer har Scania också tagit betydande steg framåt. Företaget erbjuder numera ett varierat produktprogram med hybrider och fordon som drivs på biobränslen. Men under förra året lanserade företaget även en buss som drivs på batterier, och tillsammans med norska transportföretaget Asko utvecklar Scania lastbilar som drivs på vätgas.

http://www.atl.nu/entreprenad/scaniachefen-i-framtiden-kanske-vi-inte-saljer-fordon-alls/
Ulysses
07.01.2018 kl 16:04 2990

RE^1: Tesla to deliver 500,000 vehicles in 2018. Forget it.

Tesla is spending as much as General Motors every quarter - about $1 billion - to produce and sell a fraction of the vehicles that GM does. GM is also turning that invested capital into steady profits, while Tesla in the third-quarter of 2017 posted the biggest loss in its history. GM has a $25-billion war chest. Tesla only has enough cash to operate through 2018.

The auto industry admires Tesla, envies Tesla, and ultimately wants Tesla to succeed. But the Model 3 proves that something the wider industry always suspected is true: Elon Musk is the greatest car salesman who has ever lived - but Tesla is currently one of the least capable automakers on Earth.
It's not too late to fix this. But Musk is going to have to step up and take the biggest, and possibly the most humiliating, hit of his career.

http://nordic.businessinsider.com/tesla-model-3-problems-threaten-company-future-musks-job-2018-1?r=US&IR=T