US EV Charging Infrastructure Tracker - June 2026
​US EV charging infrastructure is growing, but more stations are needed to meet demand by 2030, especially in California and for Tesla vehicles.
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Higher Valuation Premium; Remains Top Pick
We give limited weight to news of KCE's potential involvement in Tesla's humanoid robot project. Still, the prospect is positive and adds a...
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Overview #63 – Feeding the Ducks
A review of recent events/data impacting our investment themes and outlook. We look at the rise in Comex copper premiums, a closer look at the...
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US EV Charging Infrastructure Tracker - May 2026
​US lags behind China and Europe in EV charging infrastructure, with Tesla and ChargePoint leading but growth rates may fall short of 2030 targets,...
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CX Daily: Trump’s China Trip Opens Doors for U.S. Business
U.S. President Donald Trump’s summit with his Chinese counterpart Xi Jinping in Beijing last week highlighted how deeply intertwined major American...
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