EV Batteries Power Up Cobalt Small Caps Down Under
When it comes to stock themes it helps to have a simple story that makes sense to investors both experienced and new, and that’s why the nascent...
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21 Things Worth Knowing (#18)
In this issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
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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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