Tesla

Globalisation

Production in China - https://www.bloomberg.com/news/articles/2017-11-01/tesla-is-

three-years-away-from-making-cars-in-china-musk-says

Production in China - https://www.bloomberg.com/news/articles/2017-10-22/tesla-

shanghai-reach-deal-on-wholly-owned-facility-wsj-says

Cobalt as a key resources - https://www.bloomberg.com/news/articles/2017-10-26/battery-

boom-relies-on-one-african-nation-avoiding-chaos-of-past

Supply-chain problems (Cobalt) https://www.bloomberg.com/view/articles/2017-10-

17/electric-car-makers-have-an-africa-problem

Investment required for charging stations (globally) -

https://www.bloomberg.com/news/articles/2017-10-11/tesla-ev-network-shows-a-2-7-
trillion-gap-morgan-stanley-says

Global EV automakers - https://www.bloomberg.com/news/articles/2017-10-

02/automakers-plan-electric-car-blitz-even-as-tesla-burns-billions

China’s change in policy regarding wholly-owned subsidiaries -

https://www.bloomberg.com/gadfly/articles/2017-09-20/everyone-wins-if-china-relaxes-
electric-car-venture-rules

Teslas global competitors - https://www.bloomberg.com/gadfly/articles/2017-09-

15/diversity-s-the-spark-the-electric-car-revolution-needs

EVs reaching a tipping point - https://www.bloomberg.com/gadfly/articles/2017-09-

11/electric-cars-reach-a-tipping-point

Change

Sources of finance - https://www.bloomberg.com/news/articles/2017-11-03/tesla-sparks-

fresh-cash-concerns-after-model-3-rollout-stumbles

Possible repeal of tax credit in USA - https://www.bloomberg.com/news/articles/2017-11-

02/tesla-drops-as-tax-bill-is-said-to-repeal-electric-car-credits

Possible repeal of tax credit in USA - https://www.bloomberg.com/news/articles/2017-11-

02/evs-from-tesla-and-gm-may-start-losing-their-tax-credits
Sources of finance - https://www.bloomberg.com/gadfly/articles/2017-11-01/tesla-
earnings-the-nightmare-before-christmas

Tesla’s demand for Cobalt - https://www.bloomberg.com/news/features/2017-10-31/the-

canadian-ghost-town-that-tesla-is-bringing-back-to-life

Emergence of EVs (globally) - https://www.bloomberg.com/news/articles/2017-11-

02/battery-powered-cars-to-be-half-of-global-auto-market-by-2030

Infotainment provider switch - https://www.bloomberg.com/news/articles/2017-09-

26/tesla-is-said-to-shift-to-intel-from-nvidia-for-infotainment

Tesla to experience exponential growth - https://www.bloomberg.com/news/articles/2017-

09-26/morgan-stanley-expects-a-massive-jump-in-teslas-on-the-road

Taxation policy in Denmark unfavourable to Tesla -

https://www.bloomberg.com/news/articles/2017-09-22/the-most-expensive-teslas-and-
the-policy-paradox-behind-them

Industry disruption - https://www.bloomberg.com/news/articles/2017-09-21/how-electric-

cars-can-create-the-biggest-disruption-since-iphone

Distribution (SuperChargers) - https://www.bloomberg.com/news/articles/2017-09-

11/tesla-targets-city-centers-for-supercharger-network-expansion

Tesla begins solar cell production in Buffalo, New York

https://www.bloomberg.com/news/articles/2017-08-31/tesla-starts-production-of-solar-
cells-in-buffalo

Ethics

Anti labour union activity - https://www.bloomberg.com/news/articles/2017-10-26/uaw-

files-claim-that-tesla-fired-workers-who-supported-union

Firing of workers - https://www.bloomberg.com/news/articles/2017-10-14/tesla-fires-

workers-in-wake-of-annual-performance-evaluations
Product recall - https://www.bloomberg.com/news/articles/2017-10-12/tesla-recalls-11-
000-model-x-suvs-over-possible-seat-issue

Unionization at Tesla - https://www.bloomberg.com/news/articles/2017-09-21/tesla-

denies-claims-that-it-tried-to-block-unionizing-effort

Tesla crash and self-driving - https://www.bloomberg.com/view/articles/2017-09-13/lesson-

of-the-tesla-crash-man-and-machine-must-work-together
Tesla crash and Autopilot system - https://www.bloomberg.com/news/articles/2017-09-
12/tesla-probe-focuses-on-restricting-autopilot-to-certain-roads

Innovation

Self-driving feature - https://www.bloomberg.com/news/articles/2017-10-25/can-tesla-

make-up-for-autopilot-s-lost-year

Autonomous driving - https://www.bloomberg.com/news/articles/2017-10-23/tesla-

deploying-safety-features-fastest-in-race-toward-autonomy

Product innovation https://www.bloomberg.com/news/articles/2017-10-13/tesla-partners-

with-liberty-mutual-for-customized-insurance-plan

Strategy

Effect of Model 3 delays on other segments of business -

https://www.bloomberg.com/news/articles/2017-11-02/model-3-hell-is-burning-tesla-s-
other-projects

5 key questions about strategy - https://www.bloomberg.com/news/articles/2017-10-

31/five-things-wall-street-wants-to-know-about-tesla-s-model-3

Looking back at the Solar City takeover/merger -

https://www.bloomberg.com/news/articles/2017-09-21/initially-maligned-musk-s-solar-
gambit-is-getting-a-second-look

Vestas Wind Systems’ strategic partnership with Tesla -

https://www.bloomberg.com/news/articles/2017-09-01/vestas-joins-with-tesla-to-
combine-wind-turbines-with-batteries

Miscellaneous

Solar cell segment - https://www.bloomberg.com/news/articles/2017-11-01/tesla-s-solar-

installations-fall-but-more-people-opt-to-buy-them

Current state of affairs (negative) https://www.bloomberg.com/news/articles/2017-11-

01/tesla-delays-model-3-goals-as-early-bottlenecks-worsen-cash-burn

Production in Fremont Plant - https://www.bloomberg.com/news/articles/2017-10-

27/musk-s-plant-makeover-even-more-of-a-long-shot-as-model-3-lags
Change in Car retailing industry - https://www.bloomberg.com/news/articles/2017-10-
20/tesla-like-software-updates-put-dealers-profit-center-at-risk

Branding power of Tesla in relation to reliability

https://www.bloomberg.com/news/articles/2017-10-19/model-3-reliability-likely-to-be-
average-consumer-reports-says

Investors still bullish on Tesla - https://www.bloomberg.com/news/articles/2017-10-

03/tesla-delays-don-t-faze-investors-banking-on-safe-not-sorry

Problems with Model 3 production - https://www.bloomberg.com/news/articles/2017-10-

02/tesla-sales-climb-as-model-3-stokes-demand-in-pricier-offerings

Bottlenecks in Model 3 production - https://www.bloomberg.com/gadfly/articles/2017-10-

02/tesla-model-3-production-putting-the-s-in-s-curve

Tesla as structurally unprofitable - https://www.bloomberg.com/news/articles/2017-09-

28/tesla-is-structurally-unprofitable-short-seller-chanos-says

BYD – major competitor in China - https://www.bloomberg.com/gadfly/articles/2017-09-

12/celebrate-electric-vehicles-soberly