🚀 Biden takes U turn over EVs and Tesla Energy is bigger than you think

Sponsored by

These stories are presented thanks to beehiiv, an all-in-one newsletter suite built by the early Morning Brew team.

Fully equipped with built-in growth and monetization tools, no code website and newsletter builder, and best-in-class analytics that actually move the needle.

The top newsletters in the world are built on beehiiv, and yours can be too. It's the most affordable option in the market, and you can try it for free — no credit card required.

Get started →

Hey S3XY 🧤 Environmental Protection Agency is considering relaxation over one of its most significant climate change rules — tailpipe emissions limits for cars and trucks — by giving automakers more time to boost sales of electric vehicles; Mexico is ready for Tesla, FSD v 12.2.1 starts rolling out to customers and some other highlights from today’s letter 📨:

• Elon’s thought over 20 million units of production at Tesla.

• Tesla Energy’s significance and revenue potential.

• Adam Jonas new $TSLA note.

• Troubles at Fisker and HiPhi.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Election year: Biden takes foot off pedal for EV transition and intend not to push too hard as administration initially planned.

Samuel García, Governor of Nuevo León confirmed that government is ready for Tesla to held groundbreaking ceremony as soon as March.
Recent hiring by Tesla in Mexico for various architectural roles also suggests that construction at Giga Mexico could begin very soon.

Down round: New update over Korean government subsidy suggests that now Model Y RWD qualifies for $1460 as against last year’s $3840.

Autonomous driving: Full Self Driving Beta version 12.2.1 is now rolling out to more customers.

Sighting: New Model 3 Performance spotted and it has got sporty bucket seats with white interiors.

That’s hard: In case you were wondering about current stand of Elon Musk over Tesla’s initial annualised 20 million vehicle production run rate plan.

Meaningful: Don’t sleep on energy, once Shanghai Megafactory starts churning out megapacks; total revenue potential from this vertical could be as much as $25 billion annually with far superior margins than auto business.

WHISPERS

New note from Adam Jonas of Morgan Stanley on $TSLA bear/bull sentiment, though point to be noted that his survey includes only 84 respondents, a relatively very small sample to conclude such things.

Fisker Ocean, worst car ever he reviewed as per Marques Brownlee; a famous youtuber.

Tesla policy and business development head Rohan Patel hints that FSD could soon launch in Canada.

Cathie Wood of ARK Invest on Delaware outcome and Elon’s 25% shareholding demand.

POV on why self driving cars will be here sooner than expected.
It is a very long read, click here if you would like to read summary only.

INDUSTRY FILES

Flooding EVs: In an internal letter to employees, Xpeng CEO details plan to launch more than 30 newer/updated models and more investment in research and development.

One down: Chinese EV maker Human Horizons HiPhi brand is halting production for next six months for now, maybe indefinitely in future.

More price cuts: Led by BYD, Hyundai and Neta also slashes prices of their popular models.

New launch: Volkswagen unveiled an all new electric ID.7 Tourer for europe with top range of upto 685 km.

Buyback: BYD announces share buyback and it plans newer models for upmarket segment to strengthen its portfolio.

Supercar: BYD to launch its electric supercar “Yangwang” on Feb 25, it does 0-60 miles in under 2 seconds!

Survival: Fisker signs more dealers in order to offline push while shifting away from only direct sales and received potential delisting notice from NYSE for being penny stock!

QUIZ TIME

Tesla purchased Fremont factory (it’s fascinating tale here) for just $42 Million USD in year 2010 from which automotive company? 🧐

• Ford

• Stellantis

• General Motors

• New United Motor Manufacturing Inc. (NUMMI)

Click here 🙋🏻 to know the answer.

BEFORE YOU GO

🕵🏻‍♂️ This day in history: The musician and founding member of famous rock band Nirvana, Kurt Cobain was born in year 1967, he died at age 27. Recently his autopsy report surfaced online for first time and there is this very weird “The 27 club”.

🔭 Zoomin: Move over James Webb, this new telescope is in works to find alien life.

🗡️ Ouch: Don’t step over stingray. They have a blade like tail. I repeat, don’t keep your foot over stingray.

🎇 Boom: This is world’s largest single bomb firework. Japanese are something.

🤔 That’s thoughtful: May I never be complete. May I never be content. May I never be perfect. Deliver me, Tyler, from being perfect and complete. ~ Chuck Palahniuk, Fight Club, 1996

SHARE 69 SHADES OF TESLA

Honey, I am smelling some possessive bitch vibes here. 🤣 Come on…share me with your friends and spread some love along the way…🫶🏻

You currently have {{rp_num_referrals}} referrals; only {{rp_num_referrals_until_next_milestone}} away from helping us plant {{rp_next_milestone_name}} on your behalf and building a better planet 🌎 for generations to come.

Or copy and paste this custom referral link to your friends:
{{rp_refer_url}}

ALL ABOUT STARS

Wanna speak your heart out? 👉🏻 Click here

Disclaimer: Not Financial Advice The information provided in this publication is intended for informational and educational purposes only. It is not intended to be, and should not be construed as, financial advice or a recommendation to buy, sell, or hold any specific stock or investment. We are not financial advisors, and the content provided here does not take into account your individual financial situation, risk tolerance, or investment goals. The stock-specific information presented in this publication is based on publicly available data and research, but it may not be up-to-date, complete, or accurate. While we may hold some of the stocks mentioned in our own portfolios, our opinions and views are not endorsements, and we do not have a financial interest in promoting any specific stock or investment. Investing in stocks involves a high degree of risk, and past performance is not indicative of future results. You should always conduct your own research, consult with a qualified financial advisor, and consider your unique financial circumstances before making any investment decisions. The opinions and views expressed in this publication are those of the author(s) and may not reflect the views of all contributors or the organization. We do not endorse or promote any specific stock or investment. You are solely responsible for your investment decisions, and you should carefully consider all available information, including potential risks, before making any financial commitments. We disclaim any liability for losses or damages resulting from reliance on the information presented in this publication. Please consult with a qualified financial professional before making any investment decisions.

If this email is forwarded, SUBSCRIBE HERE