*Value can be reflected in the form of direct revenue to $TSLA, better pricing power, and/or bargaining leverage. 1/1. 890K 🚗 Sales in 🇺🇸: $7.5K Consumer/Commercial Vehicle Credits = $6.7B. Includes 500K 3/Y and 90K S/X from Fremont + 250K Ys and 50K #CyberTrucks from Austin. All these 🚗are eligible to receive the $7.5K credit via commercial/biz/gov fleet sales OR via consumer leases. 2/
Nov 5, 2022 • 25 tweets • 14 min read
1/ RAW MATERIAL SHORTAGES WILL ELIMINATE TESLA'S COMPETITION
The tight supply of raw materials will be the main bottleneck to Tesla's 50%/yr vehicle growth target this decade. It is NOT a good thing $TSLA feels the need to get into mining. Rather, it is a huge warning sign...
2/ that there won't be enough raw materials for most OEMs that have multi-million vehicle/yr growth ambitions. That means the battery input costs will get bid up until OEMs either begin dropping out of the EV race OR the supply of these raw materials increases significantly.
Aug 25, 2022 • 13 tweets • 8 min read
1/12
Why the new Inflation Reduction Act virtually guarantees Tesla will build its next Gigafactory in the U.S.
A thread:
2/12
Many think the $7,500 credit is the big win for OEMs - particularly OEMs that are still trying to scale production and reach profitability. But I saw an interview with Jim Farley of Ford, and he said the big win was actually for the $35 discount per kWh hour of...
