Clearing Up Tesla Q419 Results
Tesla Motors (TSLA US) reported higher fourth-quarter revenue and profit versus market expectations plus guidance for 500,000 deliveries for 2020,...
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EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions
The highlights for December are as follows:Panasonic: The labour shortage at the Nevada plant is said to be under control. Thus, delays in supply...
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Tesla: Into Thin Air
Tesla Motors (TSLA US) benchmark 5.3% senior notes have traded above par since last week, which hasn't happened since they were issued in August...
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Tesla, Nio and Now Lixiang: Early Thoughts on Lixiang Automotive’s US IPO Plan
Lixiang Automotive (LIX CH), a Chinese EV manufacturer, recently filed for an IPO in the US, hoping to raise at least $500m. News has it that the...
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Tesla China and EV Subsidies Fact Checks - January 2020
In this note, we share our latest on the ground checks on Tesla Motors (TSLA US) China this month. We believe that both the GF3 production...
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