Tesla: ICE Vehicles Will Trump EVs in the Near-Term, Says Morgan Stanley

TipRanks2022-03-11

Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercussions for the global economy. One impact that immediately springs to mind is on the price of fuel, ...

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Comments

Slee49
2022-03-11
Slee49
Good
Shawrac
2022-03-11
Shawrac
the news feel good, but not pushing up the numbers leh!
StarGate
2022-03-11
StarGate
Good news...don't you think so
CWen
2022-03-11
CWen
good
ccwee
2022-03-11
ccwee
read

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One impact that immediately springs to mind is on the price of fuel, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/\">Source Link</a>\n\n</div>\n","source":"lsy1606183248679","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: ICE Vehicles Will Trump EVs in the Near-Term, Says Morgan Stanley</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: ICE Vehicles Will Trump EVs in the Near-Term, Says Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-11 14:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercussions for the global economy. One impact that immediately springs to mind is on the price of fuel, ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/","article_id":"2218029637","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1606183248679","url":"https://www.tipranks.com/news/article/tesla-ice-vehicles-will-trump-evs-in-the-near-term-says-morgan-stanley/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2218029637","pubTimestamp":1646979219,"sourceInfo":{"source_id":"lsy1606183248679","name":"TipRanks"},"weMediaInfo":null,"summary":"Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercuss","collect":0,"end_time":0,"defaultTopTitle":"tipranks.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"特斯拉：摩根士丹利表示，洲际交易所车辆将在短期内超过电动汽车","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":0},"content_text":"Ukrainian war and the sanctions imposed by the US and its allies as retaliation are having repercussions for the global economy. One impact that immediately springs to mind is on the price of fuel, which has soared as the West now plans on rejecting Russia’s vast energy exports.You would think that this would provide a tailwind for the EV industry, but Morgan Stanley’s Adam Jonas has a surprising take on the matter.“In isolation,” said the 5-star analyst, “Higher fuel prices may improve payback periods for owning EVs. But when considering the inflation of input costs (and their availability) for BEVs, the payback periods may be diminished.”Over the past few days, nickel prices have risen, which Jonas thinks could potentially increase the cost of building a new BEV by $1k to $2k. There are also the energy costs required in smelting (grade 2nickel to grade 1) to consider, while these metals must be transported across the globe to make their way into EVs.Another issue with EVs is supply. “EVs are great,” says Jonas, “if you can get them (and can afford them).”Basically, what Jonas is trying to say is that in the near-term ICE vehicles “may categorically outperform” EVs, both on sales and profitability.So, what are the implications for EV makers such as Tesla (TSLA)? Well, it’s clear that the current crisis has highlighted the long-term issues facing ICE-fueled vehicles and the current geopolitical unrest could accelerate renewable energy/infrastructure projects.“This can increase the ‘ballast’ and conviction of penetration assumptions further out on the EV curve (i.e. beyond 2030…),” opined Jonas, “once we properly align the supply chain, material sourcing, manufacturing processes, on-shore manufacturing capability, down-stream infrastructure, etc.”All in all, the analyst keeps an Overweight (i.e., Buy) rating for Tesla shares, while his $1,300 price target implies one-year upside of 55%.Tesla is a polarizing name, reflected in the wide spectrum of analyst ratings; with 15 Buys, 7 Holds and 6 Sells, the consensus view is that this stock is a Moderate Buy. The forecast calls for 12-month gains of 24%, given the average price target stands at $1,068 and change.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9036342319,"gmtCreate":1647000813796,"gmtModify":1676534185977,"author":{"id":"3581993357014262","authorId":"3581993357014262","name":"Slee49","avatar":"https://static.tigerbbs.com/a4a9c556617a3ec3446f5c1c667b4aa0","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":1},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036342319","repostId":2218029637,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9036362836,"gmtCreate":1646992878151,"gmtModify":1676534185215,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://community-static.tradeup.com/news/4b57d6b0577b4a1a6c2ad29fb9cfe92f","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"the news feel good, but not pushing up the numbers&nbsp;leh!","listText":"the news feel good, but not pushing up the numbers&nbsp;leh!","text":"the news feel good, but not pushing up the numbers leh!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036362836","repostId":2218029637,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9036380963,"gmtCreate":1646988473560,"gmtModify":1676534184779,"author":{"id":"3586990023332519","authorId":"3586990023332519","name":"StarGate","avatar":"https://static.tigerbbs.com/9db084b2eae373a6cc56043329defb07","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good news...don't you think so","listText":"Good news...don't you think so","text":"Good news...don't you think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036380963","repostId":2218029637,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9036310306,"gmtCreate":1646984388931,"gmtModify":1676534184525,"author":{"id":"3581818742728168","authorId":"3581818742728168","name":"CWen","avatar":"https://static.tigerbbs.com/31b0269cbebdce24b628856129a8ab15","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036310306","repostId":2218029637,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9036310058,"gmtCreate":1646984345133,"gmtModify":1676534184519,"author":{"id":"3581829959470650","authorId":"3581829959470650","name":"ccwee","avatar":"https://static.tigerbbs.com/652d99331e3c23c682d7e58cfc9f6544","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036310058","repostId":2218029637,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":44,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2218029637"}