Elon Musk has no shortage of detractors – and judging by the tone struck by some of them, that’s not nearly a strong enough word. Neither does the Tesla CEO have a shortage of short sellers and every so often long sellers get in on the action too. Bears turn bulls with gusto and bulls turn bears with alacrity.
Musk frequently muddies the waters himself, making outlandish – and sometimes ludicrous claims for his current and future vehicles. And the tweets. The tweets. The reckless tweets.
The result is that those those who want to make a sober assessment of the company have few places to go. So how does the rubber really hit the road for Tesla?
Adamas Intelligence tracks the battery capacity (and the metals used in them) of electric vehicles sold in more than 80 countries around the world, representing more than 90% of the global EV market.
The numbers are based on vehicle registrations, not sales projections, production forecasts, thumbsuck extrapolations, or crystal balling that keep so many Tesla followers busy on Twitter and elsewhere.
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