Tuesday, 8 January 2019

Tesla rEVolution, China's New Energy Plan And The Most Important Charts For All Electric Cars.



Tom Randall brilliantly paints a picture of the "Tesla's Life After Hell" and Elon Musk's struggles with the demons and, this is not a secret, some of them he has summoned himself. But I definitely would like to point out that in my very own personal opinion "mass media" is not helping us all to make the life-saving transition from the ICE Age fueled by dirty Oil. And it only proves the very unfortunate fact that journalism is dying out as a Class, meaning the Style, Dignity and ability to handle the truth. But maybe it is too much to ask these days from anybody? "Mass media" is not educating, debating and reporting facts anymore, but rather salivating on hatred and reflecting the masses with a very low bar click-baiting skills. Tom Randall is standing out from all that "bought by the dozens at discounted pre-paid price" filthy crowd and you should enjoy his articles and charts on the links below.




Apart from defending Elon Musk who has changed the world already and now is making Electric Cars affordable for all of us, I would like to discuss a few more charts painting the picture for the future battles after these brave Trade Wars will be gone from the headlines, unfortunately, with a few trillions of dollars in market capitalisation worldwide which will be lost forever. The chart above is the most important one for all makers of electric cars. Tesla has demonstrated that Lithium Battery prices can drop faster than projected before. We have discussed the importance of it already. Elon Musk was talking last year that lithium cells will become cheaper than $100 per KWh by this year and price for lithium battery packs will follow by 2020. It can happen to be "Elon's Time", but this progress should not be underestimated. We are getting closer to my 20 /200 formula for the EVs mass market when $20k buys you BMW 2 style electric car with 200 miles range.


The following few charts will continue our discussion about the fact that Security of Lithium Supply is everything for Tesla rEVolution. After breaking ground in Shanghai for Tesla Gigafactory 3 yesterday these sobering facts are more than timely in order not to lose the Big Picture. Elon Musk and Tesla will face the military machine "Made in China" competing for the supply chains in the Post Carbon Economy. Smart money controls bottlenecks. We are talking about Energy Security here, Life After Oil and Electrification. Disruption of $12 Trillion Energy and Transportation depends on $3B Lithium market.



China has implemented many years ago New Energy Plan with the state-level approach and military discipline in execution. Today we can see the results. China controls the supply of lithium chemicals, very fast becomes the dominant force in Lithium Batteries and its "1000" automakers are striving to build electric cars almost all at once. Coming Tesla Gigafactory can provide the lacking best technology for the total domination of EV space. China is making another "leap forward" straight into the Post Carbon Economy with Solar, Wind and Electric Cars.




China's leadership in this transition is very positive for all humankind as it will not allow fighting Tesla and citizens' right for the clean air with the brave ideas about "Clean Coal" and "Clean DIEsel" anymore. But recent Trade Wars and following market's panic attacks which brought us very fast to the near recession sobering thoughts are raising the very important questions. What will happen if China will use its "soft power" and control of the supply chains in the Tesla Energy rEVolution? Will China build a green energy future for us? Lithium industry is already learning Mandarin and praying for deals with China. Now we can all start praying for mercy.




In all this upbeat conversation about economic development, long-term goals and strategic planning we can not waste our time waiting for the leadership from our wise tribal leaders who are fighting for us on the Bubble TV. We continue to work in order to find our own way how to cross the digital divide and finance Tesla rEVolution. We are facing Oligopoly controlling lithium supply and can be facing Monopoly after more brave Trade Wars.





Building The Green Energy Metals Royalty Company: TNR Gold Reports On Mariana Lithium Royalty Holding - Ganfeng Lithium JV In Argentina Announced PEA Results.




“The Mariana Lithium PEA study for ILC is the first preliminary economic study that provides a potential value for the total NSR Royalty from the project’s life of mine cash flow. TNR’s 1.8% NSR Royalty is an important part of TNR’s portfolio,” stated Kirill Klip, Executive Chairman of TNR. "The essence of our business model is to have industry leaders like Ganfeng Lithium as operators on the projects that will potentially generate royalty cash flows to contribute significant value for our shareholders.” 





Bloomberg:


Tesla's Life After Hell: 7 Charts Show Musk on Firmer Footing

By Tom Randall

"One year ago, Tesla Inc. was struggling to turn out a few hundred Model 3 sedans in a week—and then things got worse. Elaborate plans for factory automation had to be scrapped at extraordinary cost, debts piled up and investors were spooked. At the lowest moments of 2018, Chief Executive Office Elon Musk said, the company bled $100 million a week.   
To start 2019, Tesla is turning out more than 4,700 Model 3s each week. The electric-car maker has emerged from its year of existential uncertainty as one of the most valuable car companies in the world, with a stock value greater than Ford Motor Co., General Motors Co., BMW AG and, depending on the day of the week, Daimler AG. This may end up helping the company reduce its debt obligations and limit future borrowing costs. The hot mess that was last year has, somewhat surprisingly, forged Tesla into a company on more solid footing for the year ahead. 
As more cars roll out, money is flowing in. The Model 3 is now  generating more revenue than any other sedan in the U.S., and Tesla’s cash flows have flipped from burning about $1.7 billion in the first half of 2018 to generating $774 million in the third quarter. (Results for the fourth quarter and full year are expected in February.) 
A decade after cobbling together its first car, Tesla and its  havoc-making CEO still have much to prove. But the question of whether Tesla would ever make the leap to mass manufacturing has been answered. Here are seven themes capturing Tesla’s tumultuous year of “production hell”and indicating where the company could go next..."



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