Tesla 2024

Makes me think of Hollywood. After the first blockbuster disaster movie came out and was a hit, that's all they made. Then special effects Sci-Fi ones after Star Wars was yuuuge at the box office. Recent times the Marvel characters.

Same thing after Tesla's success. Now every auto manufacturer doesn't want to miss out.

But whether it is Movies, Autos or Brussel Sprouts supply and demand measures still apply.
 
mervyn said:
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The entire EV eco-system is currently having the same problem. Sales have slowed and inventory is piling up in western countries and China. This has been going on since early 2023. We went from a scenario where EVs would not stay on dealership parking lots; to dealerships having huge unsold inventories of EVs. Many car manufacturers are looking to re-entrench into selling plug-in hybrids at a stop-gap measure Or maybe a long term measure).

However in Tesla's case, the obvious evidence does not quite align with Musk's commentary and actions to address the issue. Musk is focused on saying Tesla must streamline its sales and delivery system -- however he has ignored quality issues, etc. Musk ditching inventory price discounts is not helpful in moving Tesla's to buyers. However with Telsa producing 46,561 more vehicles than it delivered to customers during the first quarter of 2024; the issue is more currently significant at Tesla than other large manufacturers such as BYD (which reduced production levels over a year ago back in early/mid 2023). Telsa has only reduced production levels in March of 2024 (in China).
 
(SEMAFOR)

China’s next big green energy push


Han Xu/Xinhua via Getty Images

China is poised to dominate what may be the world’s next big green industry: electric vehicle battery recycling. One Chinese city is starting to replace its aging fleet of electric taxis and find a use for the batteries, a program that could be replicated nationwide in the coming years. “All signs point to a lucrative market on the rise” as EV sales increase, Xiaoying You wrote for Semafor, since old batteries’ materials, including lithium, cobalt, and nickel, can be removed and reused. The world should pay close attention to its recycling efforts, You wrote: China is projected to be the first country to be able to meet all of its demand for key battery materials solely by recycling them, a recent study forecast.
 
The Chinese government is committed to green energy development. They understand first hand the impact of pollution and, as a bonus, know that environmental issues are a primary concern of European populations while the US stands out as a reluctant participant. Not sure in the grand scheme of things if this brings China closer to Europe, but it puts the US in a bad light when the media focuses on the primitive reactions of some segments of the population and the anti EV movement endorsed by Trump.
 
Americans like choice and the freedom to make that choice. Not have a government mandate rammed down their throats.

The marketplace is moving to a mix. Time will tell how that mixture shakes out completely.
 
we talked about green energy and spent chicken feed money in r&d, never a formal roll out. while the chinese actually built and implemented commercial solutions. forget about ev, energy storage sector will be the next big thing.
 
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