Tag: Adam Jonas

Oct 6, 2017 - 08:56 am

Max Conze, Adam Jonas.

“Most of the incumbent advantages in the car industry today become a disadvantage very quickly because you’re sitting on infrastructure and know-how for the cars of yesterday, not the cars of tomorrow.”

Dyson CEO Max Conze stays on course to build its own electric car and is not fazed by established carmakers. To him, “there is very, very little transferable knowledge from building combustion engines to building electric engines.”

“If they don’t have a well-defined plan on the charging structure, for example, we don’t think they can be taken seriously.”

Morgan Stanley analyst Adam Jonas thinks proprietary charging infrastructure à la Tesla is advantageous if a manufacturer is to seriously sell EVs.

Sep 29, 2017 - 08:27 am

Gunnar Herrmann, Adam Jonas.

“The demand is there, one now needs to look at how this business model can be moved into a different dimension.”

According to Gunnar Herrmann, chairman of Ford of Germany, enquiries from all over the world have multiplied since Ford confirmed its cooperation with StreetScooter in June. As reported, they officially launched the StreetScooter Work XL in August. Now the car giant is considering building the electric StreetScooter minivan, too.

“We estimate the global on-road population of Tesla vehicles will reach nearly 300k units by the end of 2017 and, by the end of 2018, rise 80% to 531k units.”

Within the next months, Morgan Stanley analyst Adam Jonas predicts significantly more Teslas on the streets. A trend that, according to him, will persist: By 2023 he forecasts already 10 times more Tesla cars compared to 2017 – and by 2040 up to 32m units worldwide.

Apr 24, 2017 - 07:13 am

Adam Jonas, Christian Strube.

Adam-Jonas“We believe Tesla could sell its autonomous, electric semis without batteries, which would then be separately leased to customers.”

Referring to Tesla’s announcement to present its electric semi truck in September, Morgan Stanley analysts Adam Jonas and Ravi Shanker share their thoughts about an appropriate business model, like a battery leasing approach with swap stations.

Christian-Strube“We have said that the Vision E is our first car on MEB. And we have said that it is our first electric show car. But we haven’t said that it is our first production car.”

According to Christian Strube, member of the Skoda’s board for technical development, it looks like there will be an electric version of an existing model before MEB based EVs. AutoExpress considers the Citigo the most probable candidate.

Apr 6, 2017 - 11:40 pm

Adam Jonas, Peter Rawlinson.

Adam-Jonas“The addressable markets within Tesla’s ecosystem could potentially include a $10 trillion light vehicle mobility market, a $1 trillion logistics market, a $2 to $3 trillion energy market and a potential multi-trillion market captured in the 600 billion hours of consumer time spent in cars in the form of content delivery and data monetization.”

Morgan Stanley analyst Adam Jonas suggests that Tesla’s potential (speak market value) is much more than that of a car manufacturer. He advises to consider the company as a future transportation and infrastructure market player.

Peter-Rawlinson“Tesla took a leading role, it was the vanguard really, in creating a fast-charging network, and is to be applauded for that.”

Lucid Motors CTO Peter Rawlinson appreciates the achievements of his Silicon Valley neighbour and former employer in terms of fast-charging systems. He himself was chief engineer of the Tesla Model S before leaving the company 5 years ago.

Nov 25, 2016 - 08:42 am

Adam Jonas, Simon Henry, Peter Rawlinson.

Adam-Jonas“We continue to forecast a Model 3 launch at the very end of 2018 (more than 1 year later than company target) with 60k units in 2019 and 130k units in 2020.”

Morgan Stanley Analyst Adam Jonas says Tesla clients need to be ready to wait a while longer for their Model 3. He is also wary that the EV maker will be able to keep up with its own production goals.

Simon-Henry“We’ve long been of the opinion that demand will peak before supply. And that peak may be somewhere between five and 15 years.”

Shell CFO Simon Henry is sure that considering the growing availability of renewable energy and the rise of electric mobility, the world market will soon no longer want oil. Let’s hope he’s right.

Peter-Rawlinson“I believe that the electric powertrain can unlock doors to an array of designs that hasn’t been achieved before.”

Lucid Motors CTO Peter Rawlinson is reimagining the cars’ architecture to make it feel bigger and roomier than, say a Mercedes, all while actually cutting down its size.

Jul 22, 2016 - 08:26 am

Pauline Bastidon, Brett Hauser, Adam Jonas.

Pauline-Bastidon“An effective framework for low emission alternative energy and an adequate roll-out of infrastructure for alternative fuels are key for us and can go a long way in helping the logistics sector reduce its carbon footprint.”

Pauline Bastidon, Freight Transport Association (FTA) head of European policy welcomes the EU’s proposed CO2 reduction policy for freight traffic, saying they are a good mix.

Brett-Hauser“Can we do it quicker? Absolutely. Electricity is all around us, in everything that we do. All we are looking for is the last-mile solution. In theory, every gas station could also be an electric vehicle fuelling station.”

Brett Hauser, CEO of Greenlots, says that chargers need to be interoperable in terms plugs, but also in terms of billing. His goal is that every EV driver can plug in at any station and pay with any charge card.

Adam-Jonas“Your car is arguably one of the most underutilized, polluting, time-consuming and dangerous machines on Earth.”

Adam Jonas, head of global auto research for Morgan Stanley, says that with the future being automotive and shared cars, success should no longer be measured in units sold, but in miles travelled.

Apr 5, 2016 - 08:35 am

Ulrich Grillo, Oliver Greiner, Adam Jonas.

Ulrich-Grillo“Above all, Germany needs to build a sensible recharging network and work harder to change public fleets of cars over to electric vehicles.”

Ulrich Grillo, president of BDI (German federal industry association) is asking the government to offer a comprehensive e-mobility package that goes beyond incentives. Instead it should include charging infrastructure and the electrification of official fleets.

Oliver-Greiner“For far too long, carmakers saw the nucleus of electric mobility in the urban environment and designed their vehicles accordingly. This was a strategic mistake, not only in terms of design, vehicle size and driving pleasure but also in terms of range.”

Dr. Oliver Greiner, partner at Horváth & Partners, talks about the average range of electric vehicles. The management consultancy expects range to increase from 240 to 400 km by 2020, which in turn would widen the scope of target customers.

Adam-Jonas“We have said for some time that, despite its many worthy accomplishments, Tesla had not yet truly disrupted the auto industry. We are now getting a feeling that this may be starting to change.”

Adam Jonas of Morgan Stanley speaks for many analysts, as he believes that with the Model 3, Tesla might finally become the disruptor it always wanted to be.

Sep 19, 2014 - 08:28 am

Claus Fleischer, Adam Jonas.

Claus-Fleischer“It’s about three to five years behind e-bike development in Europe. But the Americans understand now that e-bikes are fun.”

Claus Fleischer, Bosch E-bike Systems’ Chief Executive, at the Interbike show in Las Vegas. In his opinion, the pedelec market in the States is picking up speed and might catch up with Europe rather sooner than later.

Adam-Jonas“We are big believers in Tesla’s strategy and stand firmly by our claim that it is the world’s most important car company. But we do not expect the stock to appreciate so consistently and one-directionally from here.”

Morgan Stanley analyst Adam Jonas is somewhat trying to dampen expectations, or better, put them on more realistic grounds as Tesla’s seemingly unlimited growth on the stock market is now normalising slightly.

Aug 8, 2014 - 08:28 am

Adam Jonas, Kevin de León.

Adam-Jonas“It is in Tesla’s interest to under-sell expectations of the Model X’s capabilities while it is still in the early stages of the global roll-out of the Model S.”

Morgan Stanley analyst Adam Jonas expects Tesla’s new model to outsell the Model S as soon as it will hit the market. It is therefore only wise to dampen expectations given that the Californians are just launching in new markets.

Kevin-de-Leon“A 2,500-dollar rebate to purchase an electric vehicle is not likely to matter to someone earning over 300,000 dollars a year, but it does make a big difference to someone earning 60k a year. Every community deserves clean air, regardless of wealth.”

Kevin de León, Senator in Los Angeles, is asking for a change in California’s rebate policy. While currently mostly the wealthiest benefit from the programme, his proposed Senate Bill 1275 is calling for a cap on income for those eligible.

Jun 23, 2014 - 08:47 am

Adam Jonas, Mark-Hans Richer, Mark Duvall.

Adam-Jonas“Not even two years after the delivery of the first Model S, Tesla Motors has transformed from fledgling start-up to arguably the most important car company in the world. We are not joking.”

Morgan Stanley Research analyst Adam Jonas is convinced Tesla means business, serious business, and is now being recognised by established carmakers as one to look out for.

Mark-Hans-Richer“If we get a lot of feedback from customers who said the only way they would like one of these bikes is if they could ride to Sturgis (S.D.) on a single charge, that would be a little hard to pull off.”

Apart from that, Mark-Hans Richer, senior VP and head of marketing at Harley-Davidson, expects the electric Harley to be more than welcomed, so much that his worry is that more people will want to try it than the company will be able to serve.

mark-duvall“Workplace charging sells vehicles.”

Mark Duvall, director of electric transportation and energy storage at the Electric Power Research Institute (EPRI), avidly summarises the idea of the “Workplace Charging Challenge,” an initiative by the U.S. Energy ministry in which more and more companies are taking part.

Mar 11, 2014 - 09:43 am

Torsten Müller-Otvos, Wolfgang Epple, Adam Jonas.

Torsten-Mueller-Oetvoes“A Rolls-Royce cannot come with any kind of compromise, and both the recharging times and the range were not acceptable for our buyers – but with hybrid technology that is no longer a problem.”

Rolls-Royce CEO Torsten Müller-Otvos explains why the electric 100EX Phantom never got made, saying that reviews from potential customers worldwide were too ambivalent.

Wolfgang-Epple“We will have to have a zero-emission car in the range in order to meet regulations. We need this by 2025, possibly even sooner for certain markets.”

Dr. Wolfgang Epple, Director of Research and Technology for Jaguar Landrover, said at the Geneva Auto Salon that the carmaker plans on developing and producing a pure electric vehicle in the near future. Still, he believes that the hybrid drive will be dominant among upper vehicle classes.

Adam-Jonas“The scale of Tesla’s battery production, even for its own use as an auto manufacturer, thrusts the company into ‘key player’ status for grid storage.”

Morgan Stanley Analyst Adam Jonas believes that Tesla’s lithium-ion batteries can revolutionise the energy and EV market, if they can be sold at a price customers can afford. Something that could in fact become a reality once the carmaker’s planned ‘gigafactory’ opens its doors.

Mar 3, 2014 - 09:50 am

Adam Jonas, Wolfgang Bernhart.

Adam-Jonas“If this company can establish a technological and scale lead in energy storage and autonomous cars, might we one day look back at Tesla’s humble beginnings as simply a car maker much as Amazon began as a book seller?”

According to Stanley Morgan analyst Adam Jonas, Tesla will outperform expectations of investors buying into the Tesla rush by far. With the Jonas report forecasting Tesla sales to breach one million in 2028, it fed the hype on the stock market itself.

Wolfgang-Bernhart“The Japanese do not necessarily offer better electric cars in terms of quality. They do offer significantly cheaper models though. Particularly Mitsubishi and Nissan operate rather aggressively in this respect – not only in Japan but also in the USA.”

Wolfgang Bernhart is Roland Berger’s automotive specialist. He bases the strength of Japanese manufacturers in their value chain, which includes everything from cell to drivetrain production.
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Found on electrive.com
06.10.2017 08:00