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Tesla analysts still confident in TSLA despite Giga Shanghai shutdown and supply chain challenges

Teslarati

So Tesla deliveries have increased by about 60% compared to Q1 2021 — although it may not be a fair comparison since Model S and Model X production was paused at the time. More broadly, we’ve seen Tesla execute incredibly well in a challenging supply chain environment as well,” he added.

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Gevo to supply alcohol-to-jet fuel to Virgin Australia

Green Car Congress

expects to supply its renewable alcohol-to-jet fuel (ATJ) ( earlier post ) to the Virgin Australia Group. The Virgin Australia Group will be responsible for coordinating the purchase, supply and blending of the ATJ into the fuel supply system at Brisbane Airport in Queensland, Australia.

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As Tesla waits for Giga Berlin’s final approval, critics reiterate water supply concerns

Teslarati

Despite this commitment, Giga Berlin critics have so far been steadfast in the notion that there is not enough water in the area to accommodate the electric vehicle production facility. A legal challenge is poised to go to court next week, and local authorities have acknowledged that water supply may not suffice once the facility is ramped.

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Benchmark Minerals: Europe’s EV gigafactory capacity pipeline to grow 6-fold to 789.2 GWh to 2030

Green Car Congress

A more recent trend with Europe’s lithium-ion battery build out is the emergence of auto majors as pseudo-battery producers seeking to secure cell supply through joint-venture plants. For comparison, China is growing by 220% in the same period, while the US is forecast to grow its battery capacity by 575%.

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Tesla’s Fremont Factory was the most productive auto factory in the U.S. in 2021

Teslarati

New data from Bloomberg states that Tesla’s Fremont Factory in Northern California was the most-productive automotive plant in the U.S., Last year, Tesla’s Fremont Factory averaged a weekly production pace of 8,550 vehicles. Most impressively, Tesla has continued to expand its yearly production capacity as a company.

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2020 Thanksgiving week gasoline consumption in US lowest since 1997

Green Car Congress

Year-on-year comparisons are even more significant at the regional level, with some regions seeing declines of 20% or more from Thanksgiving Week 2019. The Rockies saw the smallest slide (5.6%) but that is substantial enough to impact supply and demand balances as winter approaches. But that won’t happen until demand recovers.

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News: Tesla Announces Annual Earnings, New Focus on Production

Clean Fleet Report

New Products Delayed as Company Shifts to Delivering Current Vehicles. Tesla’s focus for 2022 is quality & quantity of current product. The growth is predicated on two new production facilities—in Texas and Germany—coming online this year to augment existing plants in Fremont, California, and Shanghai, China.