TESLA — Februar 2024
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Forventer vi skal frem til 2025 og fremadrettet. Samme problem p.t i usa som i EU med de høje renter har presset bygge branchen. Der er store energiforsynings problemer i US så kæmpe marked for store firmaer som Tesla at gå igang med. Tesla er igang med at bygge flere batterystorage fabrikker
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Tesla secures site in Shanghai to build its Megapack battery factory
The US carmaker will produce 10,000 massive batteries a year at the Megafactory in Shanghai’s Lingang free-trade zone when construction of the plant is complete.
South China Morning Post (www.scmp.com)
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https://www.newscientist.com/article/2409679-much-of-north-america-may-face-electricity-shortages-starting-in-2024/ lectricity shortages beginning as early as 2024 and continuing to 2028.
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https://www.newscientist.com/article/2413830-electricity-demand-from-data-centres-set-to-double-by-2026/ Electricity demand from data centres set to double by 2026
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Investeringspodcasten - Det er regnskabssæson, og værterne kommer omkring mange af de store danske og udenlandske selskabers regnskaber. Hør blandt andet om Novo Nordisk, DSV, Demant, Danske Bank, Vestas, Ørsted, Teva, og om Tesla er på vej ud af de fantastiske 7. https://www.proinvestor.com/boards/118616
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lidt mere fra vores danske realistiske Tesla fan https://www.youtube.com/watch?v=KQ9T-te8gCg
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estimere 40bn usd i omsætning i 2026 fra batteristorage alene. Vi får se. Omsætning i 2023 var totale 80 bn til sammenligning. Inden udgang af 2030 er energi nok en større forretning end EV for Tesla. Derfor kurs 185 kan ende med at blive et kup. Så skal vi jo ikke glemme det største ben AI robotic som vil være større end EV+FSC+Energi tilsammen https://www.youtube.com/watch?v=OK8-yMElDv8&t=1119s
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Tesla og Kineserne ramp op https://www.youtube.com/watch?v=NvSq-Q4lXKw
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