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JPR007

@jpr007

30 Apr

TESLA MARKET SHARE TREND - 2021 Q1

1. EUROPE

2021 Q1 Tesla Market Share = 15.3%

1/6

2. CHINA

2021 Q1 Tesla Market Share = 19.0%

2/6

3. USA

2021 Q1 Tesla Market Share = 74.8%

3/6

Read 6 tweets

JPR007

@jpr007

26 Apr

AUTOMAKERS LOOKING REALITY IN THE FACE

1. Semiconductor chips appeared to be a minor "commodity" item in the manufacturing of automobiles

- but now that automakers cannot get them entire production lines and massive supply chains are grinding to a halt

2. Now put those automakers into the BEV world of the future, where they discover that they cannot get enough supply of battery cells

- enough cell capacity was not planned ahead

- the planned capacity does not ramp up as fast as they thought

- and production quality problems means that yields are lower than the headline capacity that was announced

This is reality and it already held back Tesla's growth in prior years

Now apply it to the entire Legacy Auto industry

Read 4 tweets

JPR007

@jpr007

25 Apr

FORD MOTOR COMPANY NOMINATES HENRY FORD III FOR ELECTION TO BOARD

DEARBORN 12 March 2021 – Ford Motor Company announced that Henry Ford III has been nominated to stand for election to the company’s board of directors at its annual meeting of shareholders on 13 May 2021

media.ford.com/content/fordme…

Both candidates are great-great grandchildren of Henry Ford, who founded the auto company in 1903

Their nominations to the board continue the Ford family’s nearly 118 years of active involvement with and stewardship of the company

Henry Ford III, 40, the son of Edsel B. Ford II, is currently a director in Ford Investor Relations

Since joining the company in 2006, he has held roles in Labor Relations, Purchasing, Marketing and Sales, and Corporate Strategy

Read 14 tweets

JPR007

@jpr007

22 Apr

TESLA CAPACITY MAPS FOR 2021

Ahead of the 2021 Q1 Earning Report next week, here are our Capacity Maps that estimate the Scheduled Production Capacity for each quarter of the current year based on the expected shift crews

We have upgraded to format to show more information

Q1

Q1 shows 179,688 which was very close to to 180,338 units actually produced

Q2 shows 234,375 units

One uncertainty is the output of Model S / Model X after restart this month

If we conservatively allow only 50% of 25,000 units that would lower the total by -12,500

= 222,875

Q3 shows 276,563 units

One uncertainty is the start date for GF4 in Brandenburg

- this is 14,063 units in the above number

Another uncertainty is the ramp rate for GF5 in Austin

- this is 14,063 units in the above number

We could adjust by -14,063 and -7,031 = -21,094 units

Read 4 tweets

JPR007

@jpr007

21 Apr

ROBERT FRIEDLAND ON COPPER

Mr Friedland, founder and co-chairman of Ivanhoe Mines which explores and develops mines in Africa, said :

"Copper is crucial in electrifying the global economy"

"Mining companies will have to be “real heroes”"
resourcesrisingstars.com.au/news-article/m…

The world is yet to grasp the scale of disruption in replacing fossil fuels, with most people in urban areas unaware of where materials in everyday life come from

“It’s all copper, copper, copper, copper, copper, copper,” he told the CRU World Copper Conference on Tuesday

While the 70-year-old billionaire is taking a long-term view, his words of warning contrast with those of some of his colleagues at the conference who are reluctant to accelerate growth plans in a cyclical market

Read 9 tweets

JPR007

@jpr007

20 Apr

WOODLANDS FIRE CHIEF FIGHTING FUD ON REPORTING OF VEHICLE CRASH

1. The vehicle did NOT "burn out of control for four hours"

- "our guys got there and out down the fire within two to three minutes"

2. The firefighters were working primarily to protect a crime scene

- “We could not tear it apart or move it around to get ‘final extinguishment’ because the fact that we had two bodies in there and it was an investigation-slash-crime scene,” Buck explained

3. The initial reports were of a forest fire, not a motor vehicle

- "The first report to emergency dispatchers came at about 9:25 pm on Saturday with reports of a forest fire, not a motor vehicle," Buck said

Read 11 tweets

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