The Money Corner

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Can Tesla Compete in the Chinese Robotaxi Market? - Part 2
Tesla Robotaxi Model, Chinese Robotaxi Players, EV Manufacturers, and Chipmakers
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The Money Corner
2
Longriver Podcast: China's Solar Supply Chain and Longi Green Energy
I recently caught up with Graham Rhodes at Longriver to record a podcast, where we discuss China’s dominance of the global solar industry and Longi’s…
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The Money Corner
1

August 2022

July 2022

Tesla 2022 Q2 Results - Implications for Chinese Renewable and EV stocks, Part 2
L.K. Technology, BYD, Nio, Xpeng, Li Auto
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The Money Corner
2
Tesla 2022 Q2 Results - Implications for Chinese Renewable and EV Stocks, Part 1
Featured Stocks: Ganfeng Lithium, Tianqi Lithium, CATL, EVE Energy
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The Money Corner
China Renewables Round-up 2022.07.18
Index Performance vs. Benchmarks The TMC China Solar/Wind/Battery Index rose 2.1% last week, significantly outperforming the CSI300 (-3.7%) and the U.S…
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The Money Corner
China Renewables Round-up 2022.07.11
Index Performance vs. Benchmarks The TMC China Solar/Wind/Battery Index rose 1.2% from June 30th, outperforming the CSI 300 (-1.1%) and the U.S. Energy…
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The Money Corner
Top Pick: KBC Corporation
Dominant supplier to the solar industry rapidly expanding into new markets
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The Money Corner
1
Introducing the Money Corner China Solar/Wind/Battery Index
As we started to see when digging into Longi’s advantage in monocrystalline silicon wafer production, the solar manufacturing industry is highly complex…
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The Money Corner
1

June 2022

A Deeper Dive into Longi's Wafer Advantage
Gauging the durability of Longi’s moat against the ever-changing solar technology landscape
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The Money Corner
Longi Green Energy: The Sun Rises in the East
Longi has grown from humble beginnings to become the undisputed global leader in the solar industry, and there's still a long way to go
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The Money Corner
The Investment Case for Solar, Wind and Batteries
The surge in oil, gas, and coal prices is accelerating demand for solar, wind, batteries and electric vehicles as a means to combat inflation, establish…
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The Money Corner
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