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Tesla Daily: Tesla News & Analysis — News
Tesla Daily: Tesla News & Analysis

Tesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk’s SpaceX, Neuralink, and The Boring Company.

Copyright: ©Show audio copyright of Robert Maurer

Latest Episodes:

Q2 & Full-Year Delivery & Production Estimates (05.21.20) May 21, 2020

Show notes

➤ https://youtu.be/dylvz9QDgG0 ➤ Tesla delivery and production forecasts for Q2 and full-year 2020 ➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year ➤ Q2 production and deliveries will likely outpace TSLA expectations ➤ Full forecast walkthrough and methodology

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Vehicle-To-Grid, Tesla/Alameda Lawsuit Resolution, Mazda MX-30 (05.20.20) May 21, 2020

Show notes

➤ The Tesla community is abuzz with speculation about vehicle-to-grid technology based on recent reports and the upcoming Tesla battery day. Today's episode explores that speculation and examines Tesla's past comments on vehicle-to-grid functionality. ➤ Tesla's lawsuit against Alameda County is resolved ➤ First long range single-motor made-in-China Model 3s are delivered ➤ Mazda starts production on an all-electric SUV, the Mazda MX-30

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

EU Considers Massive Electric Vehicle Support (05.19.20) May 20, 2020

Show notes

➤ Bloomberg reports that the European Union is considering funding massive support of electric vehicles as it seeks to assist in both recovery and transformation of the automotive industry ➤ Tesla could be a beneficiary of the policies reportedly being discussed ➤ EU automotive VAT breakdown: https://www.acea.be/statistics/article/interactive-map-electric-vehicle-incentives-per-country-in-europe-2018

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Fremont/China Production, Panasonic Earnings, Texas Rumors, COVID-19 Vaccine News (05.18.20) May 19, 2020

Show notes

➤ TSLA stock underperforms other automakers as macros rise on positive vaccination news ➤ Tesla appears to be fully cleared for production in Fremont ➤ Tesla VP comments on Shanghai production ramp ➤ Panasonic reports quarterly earnings and comments on relationship with Tesla, battery plans ➤ Rumors continue to circulate around a Tesla factory in Texas, including a possible location ➤ Morgan Stanley issues update note on TSLA stock ➤ France looks to increase support for low-emission vehicles ➤ Uber lays off more employees, considers reducing important investments ➤ SpaceX denied funding after Elon Musk's battle with Alameda County ➤ Tesla to increase price of the Full Self-Driving Option on July 1st

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Texas Production Timeline, Battery Day Update (05.15.20) May 15, 2020

Show notes

➤ Electrek reports that Tesla has selected Austin, Texas as the next Tesla Gigafactory location ➤ Elon Musk tweets about date for Tesla's battery day ➤ Tesla lowers price for the long range single-motor Model 3 in China

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Battery Rumors, Alameda Details, Long Range Model 3 (05.14.20) May 15, 2020

Show notes

➤ Alameda County Public Health Department releases question and answer communication addressing the production situation for Tesla in Fremont ➤ Reuters reports on Tesla battery rumors ➤ Tesla has reportedly begun production of the long range single-motor Model 3 in China ➤ Elon Musk tweets graph of superchargers usage by region over time

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Alameda County Responds, California AG Comments, HR Email (05.13.20) May 14, 2020

Show notes

➤ Alameda County Public Health Department responds to Tesla's attempts to restart production in Fremont, California ➤ California's attorney general comments on Tesla's production situation and policy enforcement ➤ Tesla's HR team sends out email to employees as some return to the factory ➤ SpaceX Model X prepares for Crew Dragon Demo-2 launch

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Trump Supports Reopening, Musk Email, Sheriff's Office/District Comments (05.12.20) May 13, 2020

Show notes

➤ Elon Musk emails employees about first days back at the factory, says it went "great" ➤ Donald Trump tweets support of Tesla reopening Fremont factory ➤ District supervisor chief of staff and Sheriff's office weigh in on Tesla ➤ Bay area county health officer comments on restarting manufacturing

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Musk Restarts Production Against County's Wishes, China April Numbers, Deutsche Bank Note, Short Interest (05.11.20) May 12, 2020

Show notes

➤ Elon Musk restarts Tesla's production at Fremont against the order of Alameda county, says "if anyone is arrested, I ask that it only be me" ➤ Tesla officially files lawsuit against Alameda county (https://www.courtlistener.com/recap/gov.uscourts.cand.359281/gov.uscourts.cand.359281.1.0.pdf) ➤ California Governor Gavin Newsom and local officials weigh in ➤ China registration and production numbers for April ➤ Deutsche Bank issues updated TSLA stock note after investor call with Tesla ➤ Updated short selling data on TSLA stock

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Musk Threatens Lawsuit, Relocation of Tesla HQ (05.09.20) May 09, 2020

Show notes

➤ Elon Musk threatens to file lawsuit with Alameda county over continued production restrictions ➤ Additionally, Elon makes plans to relocate Tesla's headquarters outside of California ➤ Elon mentions Texas, further alluding to a possible Gigafactory in Texas ➤ Alameda county contact form, please be respectful: http://www.acphd.org/contact-acphd/contact-form.aspx

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

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