Cleantech & EV’s

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Many industry watchers are claiming Tesla is facing “demand destruction,” but if that’s the case, why isn’t Tesla pulling on some demand triggers? In a new note to clients this week, Morgan Stanley analyst Adam Jonas, one of the top analysts covering Tesla, noted that he believes Tesla is experiencing “demand destruction” at the margin: Is Tesla experiencing demand destruction? Very…

While you may notice more electric vehicles on the road today than ever before, the technology is now making its way to miners, the companies extracting the critical minerals needed to build EVs, ensure adequate global food supply, etc. A new contract to supply battery electric vehicles to the Jansen potash project (potentially the world’s largest potash mine) expects to slash carbon emissions…

The US offshore wind industry has hit the ground running: Coastal states increased their long-term offshore wind targets by 58% in the third quarter of 2022. That sets a record for quarterly growth, according to the Business Network for Offshore Wind’s inaugural “US Offshore Wind Quarterly Market Report.” US offshore wind growth Groundbreaking federal policy, record investments, and new…