Doug Kimbrough

Married, Father of 7, love Jesus, TeslaM3 owner. Led AMD Ryzen & now leading Epyc teams. Former US Army Captain

[Doug Kimbrough @DougKimbrough]

Tesla is the apex predator in the automotive market.

[Chris Meder @EVCurveFuturist]

Norway will always be the GOAT of the energy transition.

Instead of talking about the future, they proved it could be done & showed how.

In 15 years, new car sales went from 0% to 99% electric, while the rest of the world kept arguing about timing and speed. #Bettrification #EV

[Ricky @TwoBitDaVinci]

Exawatt's P3 unit innovates with 1800s Fresnel lenses, thermal batteries (1000°C bricks), and 200-year-old Stirling engines to generate 25kW of electricity on demand. This modular, containerized system redefines solar energy. #CleanEnergy #Innovation #SolarTech

[Philip Engberg @philipengberg]

U.S. and Japan are getting left behind, while EU and Asia charges ahead.

[Roland Pircher @piloly]

Luxembourg reported 167 Tesla sales and 3.3% market share in June. BEV penetration is 31.3% and Tesla has 10.5% of this segment. 🇱🇺

• Market share is 82 basis points or 33% above the 3-month trailing average of 2.5%
• Highest market share since 19 months
• Model Y best-selling car
• 89% Model Y and 11% Model 3
• +56% vs. June last year and -24% compared to March the third month of the previous quarter
• Second best June ever
• Best month since 19 months
• Highest quarter since 24Q4 (6 quarters)
• Year-to-date +51% over same period last year
• Year-to-date is 74% or 8.8/12 of last year's total

[Ming @tslaming]

GOOD NEWS 🔋 Tesla, together with Sungrow Power Supply, held the top two positions in the global battery energy storage system integrator market for the third consecutive year, according to a recent report by Wood Mackenzie 🆒

Tesla also maintained its massive leadership in North America, keeping a firm grip on its domestic stronghold. That position is expected to become an absolute moat this year as incoming Foreign Entity of Concern provisions take effect, heavily restricting Chinese manufacturers' ability to sell into the US market 🆒

[Jesse Peltan @JessePeltan]

Texas hit a July demand record and prices *peaked* at just $0.06/kWh.

Gas was flat because solar and batteries carried the entire peak. Tons of spare capacity.

New York needs to copy Texas.

[Electric Nick @electric_nick_]

🚗⚡ Tesla sales update in Europe

All major European markets have now reported June figures, bringing the Q2 total to 88,870 registrations.

I expect the final ACEA total (31 countries) to reach 90–91k, putting Q2 very close to Tesla's European quarterly record of 94,500 set in Q1 2023.

Following the Model Y refresh, Tesla has now posted five consecutive quarters of growth in Europe.

@teslaeurope is clearly back and could even set a new quarterly record in the second half of 2026. 📈

[Shruti @heyshrutimishra]

While Europe is responding to heat waves by buying more air conditioners,

China is deploying infrastructure that cools public space at a fraction of the energy cost.

Rooftops across Shanxi province are fitted with mist nozzles that spray droplets fine enough to evaporate before they hit the ground.

They switch on automatically at 35°C and drop surrounding air temperature by 5 to 8°C within minutes. The same system now runs at bus stops in Chongqing, public squares in Beijing and Wuhan.

The technology is not new. Evaporative cooling is textbook thermodynamics. What is new is that a government decided to fund the rollout at city scale before anyone wrote a policy paper about it.

[Craig Lawrence @clawrence]

Hey... California broke a record in solar production today at 23.2GW. That's precious. ERCOT peaked at 31.2GW today, well off our 34.4GW record. Texas smashing CA in solar was not on my 5-years ago bingo card.

[Electric Nick @electric_nick_]

🚗⚡ Tesla YTD registrations hit all-time highs in four European markets

Including three major ones:

🇬🇧 United Kingdom: 27,677 (+6% vs prior record year)
🇫🇷 France: 28,694 (+5.6%)
🇪🇸 Spain: 9,293 (+28.5%)
🇵🇹 Portugal: 6,275 (+14.7%)

📈 Momentum remains strong across key European markets.

[Mark Z. Jacobson @mzjacobson]

Nothing like competition to get EV deniers moving.

China’s electric ship rollout scales up

"In 2022, China had only four electric cargo ships. By 2025, that number had risen to 42"

"The fleet has also diversified beyond small demonstrators, with electric bulk carriers, containerships and multipurpose cargo ships entering service. Maximum vessel size has climbed from around 3,000 dwt in 2022 to about 14,000 dwt in 2025, while operating range has improved from typical levels of 150 km to 400 km to as much as 500 km for some vessels now in service."

https://t.co/vvV0c58VRT

[Doug Kimbrough @DougKimbrough]

For context, the world consumes 105 million barrels of oil per day. So EV's have reduced oil demand roughly 1-2%.

I agree, this will get way more impactful a decade from now as the global auto fleet becomes electric.

[Peter Wood @Peter__Wood]

All the talk of EV's cushioning the blow of the SoH being closed was a bit over done and this chart shows why.

[Duncan S. Campbell @duncancampbell]

Here’s a chart you almost never see in electricity circles: inflation adjusted average cost of electricity from the very beginning.

We’ve been flat for 56 years since 1970. Utter failure.

We must unlock cheaper electricity.

[Aakash Gupta @aakashgupta]

Taiwan solved tax evasion in 1951 with a trick so cheap it should embarrass every tax authority on the planet.

The problem was an all-cash economy full of small shops. A merchant pockets the cash, skips the receipt, and the sale never existed. Auditors can't catch what was never recorded, and hiring enough of them to watch every noodle stand costs more than the missing tax.

So finance chief Ren Xianqun flipped the incentive. Print a lottery number on every receipt. Draw winners every two months on live TV. Top prize today: NT$10 million, about $310K.

Suddenly the customer and the shopkeeper want opposite things. The merchant wants the sale off the books. The customer wants the ticket. And there are millions more customers than merchants. Every transaction now carries a built-in witness demanding the paper trail.

Year one, reported tax revenue jumped 75%, from NT$29 million to NT$51 million. Seventy-five years later, roughly 70% of Taiwanese still play. Convenience stores redeem the smallest NT$200 prizes at the register, so even a coffee receipt feels like a scratch card.

The elegant part is what the audit force costs. The prize pool runs about NT$7 billion a year, roughly $20 million. In exchange, the government gets 23 million unpaid auditors working every checkout line in the country, forever. No inspector general on earth delivers that coverage at that price.

Greece, Italy, Portugal, and Slovakia all copied it. The most effective compliance tool ever built looks like a game, and that's exactly why it works.

[Ming @tslaming]

GOOD NEWS 🇨🇳 @Tesla continues to secure major wins in the Chinese market, according to the newly released 2026 H1 LandRoads NEV Brand Health Study 🔥

🥈 #2 in Brand Awareness
🥇 #1 in Brand Favorability (highest consumer conversion probability)
🚀 “Super Strong Confidence” rating, signaling massive consumer trust in its future development

[Garry Tan @garrytan]

A data center isn't just compute

It's a financing vehicle that pulls power generation, grid, chips, and construction along with it. One buildout drags a dozen adjacent industries forward.

We have to keep building.

[Pejjy @CuriousPejjy]

$TSLA surprisingly delivered exactly 480,126 vehicles in Q2. Although this was a record for Q2, that's not where investors should focus on too much.

Yes, autos are still 75% of Tesla's business and are important (for now) but instead of looking at how many vehicles were delivered investors should focus on how many of them are sold with FSD.

THAT'S WHERE THE MONEY IS.

Currently, $TSLA FSD take-rate is 13.9% as of Q1 2026. If we take the same take-rate and apply it to Q2 delivery #'s, that's 66,642 NEW active FSD subs.

66,642 x $99 x 12 months = $80M annual revenue.

$80M gets added to the growing FSD subscriptions annually IF the take-rate doesn't grow. We all know this will grow and will probably be ~15% and then to 20% and so on as we keep going into the future.

$80M may not sound like a lot but when you add up 66,642 NEW active FSD subs to the current one at 476,100 you get:

542,742 x $99 x 12 months = $645M annual revenue.

That's pretty much 80% or ALL profit for $TSLA's top/bottom line. This is where the money is at until Robotaxis starts to scale and where every investor should focus on.

Deliveries are nice but they are the tooth brush (hardware) to the tooth paste (software) for Tesla's financials and how I view Tesla's vehicle deliveries.

P.S I don't think Tesla will report only 66,642 NEW active FSD subs in this quarter. I expect over 200,000 NEW subs. Potentially hitting an annual revenue run rate of over $800M and an annual GP run rate of $640M just from this quarter alone.

[Cern Basher @CernBasher]

https://t.co/X4HnoLfusC

[Sawyer Merritt @SawyerMerritt]

"Richard Symons, the owner of a U.K.-based used-car sales company that specializes in EVs, has found that the batteries that power these cars (Teslas) continue to perform well even after several hundred thousand miles.

“They are proving themselves to be exceptionally reliable."

[Phil Trubey @PTrubey]

You need more than a couple of chargers, and tell them to install Tesla Wall Chargers, or else they’ll pay too much and get the wrong tech.

You can gang 6 Wall Chargers together via WiFi to spread load, so if only one person is charging, they get max power, but if all six charge, they share.

This also massively reduces costs else the installer will tell you to get an expensive panel upgrade.

You can also charge $ for power, have Tesla collect it via their network and Tesla sends you a check every month. This reduces frivolous charging, and only people that need/want it can use it. You wouldn’t do this if you want it as a perk, but for different business cases, like a hotel, this makes sense.

Tesla also sells a cheap but nice pedestal where you mount two chargers, one on each side, for parking lots. Here’s mine (I’ve only mounted one).