Who Will Lead The Transportation Transformation?

13 May 2017   Electric Cars

A moment of truth is at hand, not just for Tesla, not just for electric vehicles, but for transport generally. It is by no means clear that Tesla will ever earn any money, real money, the kind of money that makes your market cap worthy of industry leadership. Earnings matter and the time has come for Tesla to produce the goods , not just the Model 3. (Click to enlarge) The good news is that even if Tesla were to go out of business (which is neither a prophecy nor a preference) EVs are going to replace internal combustion engine autos; the only question is when? I like to think it will happen by 2030, hence: 0 to 60 in 15 Years (where 60 is percent-market-share). This claim is not as ridiculous as it sounded a year or so ago. Indeed, Bloomberg New Energy Finance just published the illuminating […]

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