Replies to post #22176 on The Rising Influence of Rising Affluence

[DewDiligence]

Oil-vs-Renewables ROE math. Not risk adjusted. It would be interesting for Bloomberg to put some uncertainties into the math and look what it looks like risk adjusted.

I’m more interested in your own numbers than Bloomberg’s. TIA

[semi_infinite]

GM/TSLA - million mile batteries. Current Tesla batteries has around 400-500k miles usable EV lifespan according to owners that have high mileage Tesla S and X. There is a rumor that Tesla battery pack cost in China will break significantly below $100/kw barrier once CATL starts supplying batteries.

https://www.reuters.com/article/us-gm-batteries/gm-says-it-is-almost-there-on-million-mile-electric-vehicle-battery-idUSKBN22V2FS