What's the Secret Sauce in EV Production Forecasts
I have spent the last few weeks immersed in hundreds of papers on EVs and EV batteries to get a fix on increased volumes in related materials. My...
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Tesla--What's Behind the Bottleneck to Model 3 Production
We spoke to various sources close to Tesla's supply chain over the past month and learned that the bottleneck in the Model 3 ramp-up is indeed...
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Tesla Semi: BAMF for Customers, but BAMF for TSLA?
The Tesla Semi is slated for commercial production in 2019, and prices have been announced. Walmart and J.B. Hunt have already placed advanced...
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Oil and Japan Rallies Justified by Fundamentals, Indonesia Trip Notes…
On my Asian trip, the sharp rallies in Japanese equities and oil which surprised the consensus were a frequent topic of discussion – while...
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CATL IPO - Riding on Global and China EV Battery Demand
A leading EV battery vendor in China: CATL aims to be listed at Shenzhen Stock Exchange as A-share listing middle next year. The company will...
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