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Electric Cars

gas station
William D. Cohan • August 21, 2024

The Electric Slide & A Tesla Fallacy

Our third annual check-in with energy guru Dan Yergin about how the U.S. ended up with an oil and gas surplus, an electricity deficit, and what can make up the difference.
William D. Cohan • January 8, 2023
Zaz vs. Goliath
David Zaslav
News and notes on what's really going down on Wall Street: the new M&A environment, Twitter, David Zaslav’s debt journey, the bulls, the bears, and the pigs.
William D. Cohan • August 17, 2022
The Putin-Xi Economic War Games
Russian President Vladimir Putin meets Chinese President Xi Jinping at BRICS Summit in Brasilia
Daniel Yergin, the renowned energy expert, on Xi, Putin, American diplomacy, and avoiding a “Lehman-style” economic catastrophe in Europe.
A.G. Sulzberger
William D. Cohan • August 14, 2022
Barbarians at the Times
More notes on ValueAct’s Sulzberger love tap, plus Rivian’s latest correction, and Elon’s Twitter liquidity headfake.
Shari Redstone
William D. Cohan • February 20, 2022
Shari’s Choice, A Netflix Moment & More
Notes on Wall Street’s new streaming math, GE fan fiction, and Ford’s meme-stock temptation.
Barry Diller
William D. Cohan • February 13, 2022
Why Diller Swung the Axe
Notes on Diller’s decision to shutter some of his magazines, Fed porn, and Liars Poker war stories.
Elon Musk
William D. Cohan • November 10, 2021
Tesla’s Icarus Syndrome
Tesla has broken the will of short-sellers, market prognosticators, even one-eyed all-seeing Big Short god Michael Burry. But is the party finally ending?
Jennifer Granholm
Peter Hamby • November 9, 2021
China, Greta, and Electric: Is the Fifth Risk Over?
The Department of Energy, now in the capable hands of Jennifer Granholm, has recovered from the Trump-era crises memorably documented by Michael Lewis. But as global supply chain disruptions become an energy crunch, Granholm faces a new emergency: convincing inflation-weary Americans that the president’s green agenda isn’t a high-priced pipe dream.
Elon Musk debuts a new Tesla model
William D. Cohan • September 22, 2021
“From Big Oil to Big Shovels”: Daniel Yergin Outlines the Future of Energy
In a wide-ranging conversation, the author and intellectual discusses the problem with electric cars, decarbonization, and the looming energy crisis. Could what’s happening in Europe be a portent of what’s to come?
Elon Musk speaks at a Tesla press conference in China
William D. Cohan • September 1, 2021
Tesla Insanity and the Cult of Musk
Why do investors get all excited about Tesla, but seem so blasé about JPMorganChase?