Tesla puts the dance in guidance
Bloomberg Opinion $TSLA
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Tesla’s earnings call: a study in minimalism
Bloomberg Opinion $TSLA bloomberg.com/opinion/articl…

Elon Musk has weaponized the word “censorship” on X in much the same way Trump did for “fake news.”

But he’s got other companies to worry about. Are his culture wars paying off?

Dave Lee joins Parmy Olson and Liam Denning to discuss: Tomorrow, 10am ET ⬇️ trib.al/Wc6c97g

Donald Trump faces weeks of challenging witnesses and tawdry stories in his criminal fraud trial, writes Tim O'Brien. It's the reality show he never wanted trib.al/XFQxvPk via Bloomberg Opinion

The architect of Tesla's go-to-market strategy in India, Rohan Patel, no longer works at the company--perhaps another reason why the trip to India 🇮🇳 was postponed

Surge in maritime violence boosts demand for private security forces on.ft.com/3xEiwaE

Biden is making a simple wager by restricting drilling in the National Petroleum Reserve-Alaska, says Liam Denning. It won't raise pump prices this summer but could win him votes in battleground states trib.al/Brjh1Uq via Bloomberg Opinion

Biden is making a simple wager by restricting drilling in the National Petroleum Reserve-Alaska, says Liam Denning. It won't raise pump prices this summer but could win him votes in battleground states trib.al/872RJc4

Biden trades Alaskan oil tomorrow for progressive votes today
⁦Bloomberg Opinion⁩ bloomberg.com/opinion/articl…

This point deserves to be underscored: trade war has evolved into carbon trade war, WTO WTF. Liam Denning has it nailed. Podesta’s speech looked like a signal moment in geopolitics - bloomberg.com/opinion/articl… (and Jason Bordoff’s conference was the place it happened).

In new roadmap, USDOE lays out most comprehensive solution set yet for interconnection bottlenecks. It will shape agenda for yrs to come. Utility Dive reports, and here's brief 🧵: utilitydive.com/news/doe-trans…

Investors have made a fortune off Big Tech stocks like “the Magnificent 7.” But those days are probably over. Let Bloomberg Opinion’s money columnist Nir Kaissar tell you why.

Hello world. Something I am incredibly excited to announce: Halcyon. The world is awash in unstructured information on climate, energy transition, decarbonization - structuring it is imperative. And that's what bruce falck J Lewis Alexander Huras are building to solve. Check it!

The White House’s new trade weapon: Carbon
⁦Bloomberg Opinion⁩ bloomberg.com/opinion/articl…

It was great to join Jesse D. Jenkins and Robinson Meyer to take a VERY deep dive into the US 1Q 2024 EV market data. And this is a challenge given that Tesla sales are estimated at the regional level!

Comprehensive pod on how far the US market has to go, but w/ some bright spots

In Tesla’s latest proxy, Chair Robyn Denholm frames reaffirming Musk’s $56bn pay package voided by Delaware ruling as a fight for shareholder democracy $TSLA

The wait time for getting new energy projects connected to the grid has grown to nearly 5 years. Anybody hoping for a quick transition from planet-heating fossil fuels may need to rethink their definition of “quick'

My (free) column for Bloomberg Opinion

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