It is not my obsession railway. it is analyzing Russia/China/Europe. AI is used in every field now to enhance efficiency. It takes hours to get into plane and get out of plane. huge number of manual checks for each flight preparations, and create huge pollution during take offs. Look at Millbrae when SFO traffic returns. Bayarea is not even densely populated.
The engineering behind advanced intensive reliable railway service is much more complex than even sending person to space station. You can take this quote all the way to Elon Musk.
Elon business is now around China and Europe.
Its better for Elon Musk to grow Soyabeans and Pigs in Russia to export to China as new highways are gettting completed. practically unlimited market cap. this will allow American farmers to grow food for humans with better quality.
The highway is build with almost airport runways strength taking 46 tons of pointed loads not the distributed loads of a truck trailers.
If I’m correct, you are talking about East-West railway of the BRI. This railway facilitates commerce from/to China all the way to/from London. Every nations along the railway benefits. Didn’t follow the BRI that closely - look at the blueprint once. Already showing signs of success?
I read that America is not happy about this BRI, somehow USA is excluded. USA has been attacking this BRI initiative, perhaps, explains Trump’s anti-China stance - China is leading this BRI.
Not really. I read a long report on BRI recently. Can post the link here if you are interested.
Problem with BRI is that nobody is really sure what exactly is BRI. Chinese just dump every foreign infra project into it because their boss likes grand sounding things. Many foreign governments have trouble repaying the Chinese debt because many of those projects don’t really make much economic sense and so don’t generate nearly enough revenue after they are done.
Impact are visible and direct. for first time in decades you can find Chinese made drones, Cameras, computers, various electronics and even German/Swedish cars built with Chinese parts far cheaper in Europe than you can find similar luxury in US. US used to have much higher incomes on avg and much cheaper products than Europe. so Europeans would prefer immigrate massively. This whole thing is reversed now.
The roads and trains are opening new Agriculture lands. and It will be Russia that will be feeding Arabs. and with food supply will come the Weopons exports. What will happen to our MidWest jobs?
For example: A 40-foot container can hold 22,000 kg of goods. By train, the cost would be around USD 8,000. By sea, the same load would cost around USD 4,000 and by air USD 32,000.
Rail does cut two weeks off transit time if you are in big hurry. Shipping fresh produce would be a good use case for rail. But cars and drones?
how you know two times expensive than by Sea?. Random cacluation and not knowing what period figures used to compare. you need alot more crew to operate ship.
Does it include all the cities that are touched by Rail who are all in North away from Port cities in South?
Investment in Rail mean investment in Land routes to all new Agriculture, Industrial and Mininig Cities. and that is fixed cost. We have on average 1 million unemployed in a Week. .
This monthly figures from Railway website. It doubling every month. and those are direct trains.
09/11/2020 13:01
Traffic of loaded containers on the China - Europe - China route doubled in August
A China Railway Express train loaded with Volvo Cars’ XC 60 SUVs arrived in Ghent, Belgium, on July 4th after 18 days travelling 9,783 Km from Xi’an.
Railway transport is faster, more cost-efficient and more environmentally sustainable… Meanwhile, the railway is also less influenced by weather and traffic conditions, and could guarantee our product is perfectly delivered to consumers.”
said David Pansinger, head of supply chain management of Volvo Cars Asia Pacific.
In the first half of 2019, the proportion of exports by Volvo via railway reached 26.4 per cent of total exports.
it says export opinion. how they comparing prices no data from which city to which city. as this whole project is to remove the population density from coastal cities to interior cities for logistics and industrialization.
Read your own link. Prices are going down as more investments are made. thats why it is doubling every month.
There already 40,000 job cuts in Denmark own Maersk shipping line.
“In the first half of the year, fewer than two out of three vessels arrived within 24-hours of their ETA,” said Philip Damas, head of Drewry Supply Chain Advisors.
The way fundamentals works (for stock investment) like our rental home. We buy rental apartment 1M, earn 3% rent returns, hold for 10 years, sell it 2M after 10 years.
The effect ROI = Capital gain + 10 years rent - 10 years expenses.
Same for any investment (including Tesla). The banks/funds calculate potential returns for 20 years and buy when it is low.
When Tesla turned it dispatches more than 400k/year and expanded to China, Germany, Texas, investors notice the long growth potential for Tesla and bought it to this level. In next 20 years, Tesla will ride its own wave, with quality cars and mass production…etc and will reach 1 Trillion market cap.
Investment returns are calculated for 20 years, banks are very good with their own analysis and estimates before putting their billions into any company.
You may not believe, even now, but just wait 20 years and see how WQJ wins his bet. He will show the same way now hanera is showing AAPL purchases !
I am not patient. My Multi Family rental in Tahoe is now paying 15% after 4 years and has doubled in value. Tesla is a luxury car maker that hasn’t gone mainstream. I doubt it ever will. Hybrids, cheap gas and other technologies mean that EVs are no sure thing. As far as self driving… still a pipe dream.
As far as WQJ. He should have sold some at the ATH.
In 20 years I will be dead. But Tesla is a great trader stock. I don’t need the drama.
Model 3 and model Y are not luxury cars, he already broke that mainstream cars.
See this one you said => Tesla up 8 times since June 2019.
I started buying TSLA shares when it reached $330, the worst price TSLA can reach is $200 to $250 when economy is at deep trouble like 2008-2011. As soon as TSLA shares are dipping below $330, I am going to DCA further and further.
BTW: This is for my discussion purpose, but not a stock advice, neither financial advice, Anything you do on stock market, you are on your own.
Best case scenario. 50% of all cars are electric in 20 years. Even if all cars were electric CO2 emissions only drop 8%.
The reality is people will keep their ICE cars. 50%of todays cars will still be on the road in 20 years. Plus all the ones built in the next 20 years.
The hottest car on the market today is the Ford Bronco. Tesla can’t create this excitement
None can win over direct electrical conversion. Other technologies will fail to pick up and eventually end up expensive for both production, maintenance and operations(consumer wont like it).
ICE transforms heat energy to rotation that makes movement. The conversion factor is worst.
Any other technology, such as hydrogen or hybrid, converts same heat energy to electrical and then electrical to rotation that makes movement. Here also conversion factor is worst.
With EV, it is direct electrical to rotation that makes movement.
