Posted on 01/10/2026 9:12:57 AM PST by BereanBrain
Times, they are a changing....Reminber i told you so...
Market cap has to do with stock not actual production. Musk is making a profit on the libtards investing. As long as people are stupid enough to invest in the feel good stuff it will survive but what is the actual market share? You know the actual units produced, sales and service. The real stuff that makes the company.
Tesla dominates EV market share in America.
By far.
“You know the actual units produced, sales and service.”
Tesla dominates all those in EV’s in America and in most countries outside China.
“The real stuff that makes the company.”
Tesla says, “Hello”.
Check out Tesla's energy storage business sales.
On January 2, 2026, Tesla released its Q4 and full-year 2025 production, deliveries, and deployments report. The energy storage segment set new records:
Q4 2025: 14.2 GWh deployed — a quarterly record and up significantly from prior periods.
Full Year 2025: 46.7 GWh deployed — more than double the 31.4 GWh in 2024, reflecting massive scaling in production and demand.
Never is a very long time.
“But, if you want to hang around the gas station drinking beer, go right ahead.”
BTW, what does “we are just beginning to get to efficient electricity storage” even mean??? The Electrobat was an electric car and it was commercialised in the... 1890s! The fastest car around the 1900s was the Jamais Contente (”never happy”) which was... an electric car. The fact that the electric car had never caught on is precisely because of physics.
On the other hand, it’s not even true that we are approaching the end of efficiency improvement of the ICE, that efficiency has consistently improved about 1% per year for decades with no sign of slowing down and we have plenty of new topologies that could make more jumps in efficiency. This improvment would have been even much higher than 1% per year, had the ICE not to comply to all the environmental requirements that let the EV infrastructure scott free.
You didn’t even address the fact that “charging” by filling gas is at 10MW while charging by plugging has been at best at 500 kW, an order of magnitude gap that can’t never be leveled by any known physics or economics. That’s probably because you have no argument.
So true!
Mine has spark plugs, but I have no idea how to FIND them!
If they don't fit my Ryobi weedwacker, I don't want one.
Uh huh...
MMDV
... they were short on technical details...
Fast!!
Efficient!!
COST???
I’ve a 100 amp service panel at my house, but I think a lot of that is already spoken for.
Fair enough. Let’s see how it plays out. Real value or vaporware?
Tesla model 2, Cybercab
CATL already is in mass production of the ideal cell.
It’s sodium ion, uses zero REE , cobalt, nickel, sliver or any other rare elements. The anode is carbon in a graphene like matrix it’s cathode is the same chemical compounds used to dye jeans it’s iron, copper,manganese based Na2MnFe(CN6) , good for 10000 cycles with 95% state of health renaming in a 300 mile EV that’s 3 million miles. Sodium ion does full 100% depth of discharge cycles and you can leave them at zero for weeks at a time unlike lithium. CATL uses nonflammable electrolytes they cannot burn, nor can sodium in ion for just like table salt sodium is always attached to a covalent bond ion not sodium metal. These cells work down to minus 40C which at that temp is also minus 40F they still have 90% of those capacity usable at that low temp and they work up to 70C again with full capacity. CATL says they are making sodium for 60% less than LFP which they can crank out in the $50 or less per kWh range. They have a single factory that makes more lithium ion cells than the entire US production capacity just one and CATL has dozens of those factories. Thst just built a giga really a tera factory it’s larger in square MILES than San Francisco in manufacturing area let that sink in then click the link and look at the future of energy storage it’s not coming it’s here. They hit 200wh/kg last year that’s spot on LFP energy density with none of the lithium supply, fire or temp issues and for 60% less and that is a gen one cell as with lithium it will drop like moore’s law one only needs to plot lithium cost per kWh vs year to see this.
If CATL as allowed to import their blade packs here they would bankrupt every legacy interest in short order. It’s when not if the pendulum swings and the tariffs get dropped at that point 400 mile , 10000+ cycle blade pack $15,000 EVs come pouring in they will be made in Mexico this year at the massive BYD factory that is nearly done building Mexico will be getting BYD Qi and Seals next year for under 30K those sell in China for 15K even with a 100% markups they still are 20,000 cheaper than the average new North America made car. BLADE packs cannot burn they are the only pack to have passed the steel spike heat as in fully charged and they drove a steel spike clean though the whole pack shorting it out this was with LFP cells that can thermal runaway but don’t have flammable electrolytes the pack just discharged it’s cells via the BMS warmed up but under 400F and vented nothing. The sodium cells would.just sit there they cannot burn nor thermal runaway. There needs to be no more breakthrough CATL has the solution to 99% of the entire planet’s energy storage systems. 200wh/kg already gives 450 mile model S sized cars, it already gives 14.5 megawatt hour 20 foot is container megapacks one of those can power the average Wal-Mart for 14 hours it’s only dark for 12 and the roof area of a Wal-Mart captures more sunlight than the average sq foot electrical load most locations will export power from a roof that size every day. It’s doesn’t matter you just buy power like today where Texas was negative $10 to $7 for 6 hours while the sun was up and the wind in West Texas was ripping, ERCOT curtailed 6000 megawatts of solar today we had so much wind and run the grid couldn’t take it. You could have filled that 14 MWh megapack and got paid for it, then run your store off the pack till tomorrow when we will have negative rates again I just saw the last bids for the current forecast it’s expected to be below zero from 11 till 4 tomorrow as well. Power arbitrage is the technical term and there is gang busters money in it. BYD is using blade packs in that 14.5MWh megapack with it’s 10000 cycle life they quote a installed LCOS of $0.14 per kWh or $14 per megawatt hour. That’s all day everyday for over a decade of use simply changing the power storage game, again the tariffs are not forever this tech will come here or via NAFTA as a “Mexican” product it only has to be assembled in Mexico and BYD has that massive factory about to open. Can’t wait till take 200kWh of sodium ion day one at $25 kWh or less fill it at negative rates and sell it back at 2000 right as the night peak gas plants fire up and set the market with their $4.3 MMBTU gas costs. It takes 8-12000 BTU per kWh in a gas turbine at $4.3 for 1,000,000 BTU that’s 5.16 cents per kWh tjust in fuel costs and that is the Henry Hub commodity gas price today you still have to pay atmos to deliver it to your power plant. This is why gas turbines cannot sell below $50 per megawatt hour they have to pay O&M, fuel delivery, capital recovery. Wind can turn a positive profit at $20 per megawatt hour in class 4 or higher wind you know like all of west Texas.
https://www.catl.com/en/news/6401.html
“Hold my beer, I am “charging” my combustion engine car at the fuel station in 2 minutes.
This is power-equivalent to 10 MW charge, if this means anything to you. But I doubt it since you are barely literate.”
It took me 30 seconds to plug my Telsa into the L2 and I walked inside and let it do its thing by the time dinner was done it was back to 80%.
Hold my beer it took 30 seconds to plug it and walk away oh and I get wholesale prices on ERCOT power it was 6/10s of a cent per kWh when I charged it. ERCOT power has been negative since 10 am it went barely positive as the sun set.
It takes 1 kWh to send it 4 miles heated seats and driver zone ripping. That means every mile today cost me 0.15 cents per mile in energy costs. This model 3 replaced a equal sized Volvo that used to struggle to get 28 mpg.
The equivalent gas price to 0.15 cents per mile at 28 mpg is...4.2 cents per gallon ha hold me beer indeed.
Also the payment on the Tesla is $200 LESS per month vs the S60 so from day one it has been cheaper in capex.
I love it when people who don’t know S**t about EVs never drove one never owned one have zero clue how fundamentally changed the world is.
But but what if you don’t get wholesale prices on power sure retail in N Texas is 11 cents per kWh again at 4 miles to the kWh that’s 2.75 cents per mile and the 28 mpg equivalent is 77 cents per gallon. Be smug all you want I am laughing all the way to the bank driving around with the equivalent of at WORST 77 cents per gallon in fuel costs. Keep doing that 2 min fill up paying someone else to get rich. No skin off my hands I consult in oil and gas makes me richer and my solar panels pay be every month too I like money don’t care how it’s made selling talent to oil interests or electrons off my huge roof lines to the state power board zero F given it’s all mail box money. I wouldn’t trade my FSD for any anything. I routinely take my 3 to Midland ,Houston ,Austin and New Orleans never once had range issues there are supercharger ever 50 miles and my LR has enough to do Austin or Houston.direct it’s one 20 min stop in a 5+ hour drive to Midland and one stop to New Orleans which is 9+ hours 20 mins is piss, grab a beer and some BBQ sandwiches and move on. I have a F250 diesel to do.truck things I hate going to the pump because I know it’s costing me ten to 20 times as much per mile to drive it when you include all the maintenance plus fuel. I only drive it when a client pays for the diesel now and no FSD so you have to hands on the whole way anywhere. FSD 14 is hands free 98% of the time I have done door to door Shreveport hands free in December right to the casino valet incredible tech.
But hey do you if you wanna pay more for the 4% of all trips longer than 30 miles per the DOT the average person does per day by all means again I get paid either way in in the energy business all energy.
“ FSD 14 is hands free 98% of the time ”
How do you know when to grab control for that 2%?
“It took me 30 seconds to plug my Telsa into the L2 and I walked inside and let it do its thing by the time dinner was done it was back to 80%.”
“I love it when people who don’t know S**t about EVs never drove one never owned one have zero clue how fundamentally changed the world is.”
But I don’t see the point on which you want to argue. Do you want to say that the massive rejection of EV by consumers, the huge loss it caused to major manufacturers like Ford, Chrysler, Wolkswagen or Stellantis, the massive drop in EV sales as soon as subsidies and tax credits are removed... all those undeniable FACTS are irrelevant compared to your personnal feelings about y.o.u.r EV? It must be good to be always right when all the facts are wrong...
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