Wrap – Week Ended 9/20/19

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The Blotter is updated.


Questions and comments under The Wrap will be addressed in the Monday post.


4 Responses to “Wrap – Week Ended 9/20/19”

  1. 1
    Baylor Says:


  2. 2
    zman Says:

    re 1 – take a look at claims made by those sources. B nef is about as anti oil as you can get. I’m all for transition over time but often claims/goals don’t match reality. Take FSLR for example, huge solar maker.
    And sold out almost to 2021 having recently added capacity. Or wind names VWDRY and TPIC, struggling to meet demand / schedules by end of year on a crescendo of ITC related volume. How to make them grow even faster doesn’t seem to be addressed. Nor does acknowledging that solar is now less than 2% of market share.

    And EVs are a sliver. I get they will grow fast, just like solar did going from basically 0% of generation to 1.7% over the last decade. I like the idea of their growth but 30% share in that time frame (is that global share or US?) seems beyond far fetched. Take the base # for cars in the US (> 260 mm with 1 mm of those EVs); in the states 16 to 18 mm cars are sold each year, it’s not possible for them to be all EVs. You’d need 78 mm EVs on the road by 2030 with no growth in the total to 30% (just US); that’s a 45% market share of next cars on average over the period.

  3. 3
    zman Says:

    Non Tesla EV sales (shows small evs in table to compare to the bolt and also some hybrids)


  4. 4
    principles Says:


    Wrap – Week Ended 9/20/19 | Zman’s Energy Brain ~ oil, gas, stocks, etc…

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