John Petersen
Contributor since: 2008
Company: C change group PB LLC
How Entrepreneurs And Bankers Will Profit From Forgivable CARES Act Loans
Glencore's Mutanda Mine Closure Could Cripple Or Kill Tesla
The Cobalt Cliff Could Eradicate Non-Chinese EV Manufacturing Before 2030
Long-Range EVs Are The Antithesis Of Efficiency And Sustainability
Why 'Cheap' Renewable Power Invariably Increases Retail Electricity Prices
California's Mid-Day Solar Power Glut Has Become Obvious
CAISO Data Highlights Critical Flaws In The Evolving Renewables Plus Storage Mythology
SEC Settlement With Tesla, Musk Creates New Standard For Social Media Use By Executives
University Of Chicago Reports That Renewables Are A Luxury No Man Can Afford
Tesla's Long-Range Model 3 Has A Heavier CO2 Footprint Than Toyota's Camry Hybrid
Elon Musk's Scarlet Letter
Regulatory Roaches In Tesla's ZEV Credit Soup
Is Tesla Counting On A Billion Dollar Regulatory Credit Bonanza?
Tesla's Cobalt Blues; Growth Fallacies And Supply Chain Risque Majeure
Tesla's Cobalt Blues: Spin, Fake News Or Deception?
How Battery Chemistry Assumptions Distort Nickel And Cobalt Demand Forecasts
Launching The Battery, EV & Metals Forum - Exclusive Deep-Dive Research And Analysis From John Petersen
Expert Opinion: Cathode Powders For Tesla's Batteries Would Cost $50 Per KWh At Spot Metal Prices
Tesla, Artfully Dodging Discussions About Technology Metal Costs And Supply Chain Risks
Tesla, The Cobalt Cliff And The KüBler-Ross Model; Denial Is Not A River In Egypt
Glencore's Investor Update Confirmed My Analysis Of Tesla's Cobalt Supply Chain Risk
The Cobalt Cliff, Two Dire Warnings And A Musk Soliloquy
Why Tesla's Semi Will Almost Certainly Be Shelved
The Long Tailpipe: Why All Teslas Are Natural Gas-Powered Vehicles
Tesla's Most Aggressively Marketed Option Is Gross Inefficiency
The Cobalt Cliff Will Cap Tesla's Model 3 Production Capacity At 250,000 Units Per Year
Has China Quietly Pushed Tesla, GM, VW And The Rest Of The Auto Industry Over The Brink Of The Cobalt Cliff?
The Cobalt Cliff Will Crush Tesla's Business And May Restore Some Sanity To The EV Industry
Morgan Stanley's Cobalt Report Mirrors My Analysis Of Tesla's Supply Chain Risks
Tesla's Gigafactory Will Not Manufacture Better Or Cheaper Batteries
Tesla's First Decade Of Battery Pack Progress - Much Ado About Nothing
Tesla's Semi Truck: Too Much Weight And A Decade Too Late
Cobalt: The Weak Link In Tesla's Supply Chain
What Does Lazard Think Tesla's 'Integrated Sustainable Energy Solution' Will Cost?
A Deeper Dive Into Tesla's Evolving Cobalt Nightmare
GE And Tesla Motors, Cynically Promoting Renewable Snake-Oil
Tesla's Gigafactory Is A Sickly Shadow Of The Gigavision
Tesla's Subsidy Shuffle: Big Public Costs With No Public Benefit
Tesla's Evolving Cobalt Nightmare
Tesla's ZEV Credits - Accounting Tomfoolery Meets Regulatory Shenanigans