2025 sees Tesla’s annual revenue fall for the first time

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raxx7

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Honestly is should do better internationally than in the US. Germany alone buys as many new semi's as the US each year and the EU in total 5 times more.

The downside of having 27 nations is limited waterway transport for cross country trade and the railways prioritise passenger over cargo so trucks dominate.

Trucks dominate in the US way more than Europe.

EU's freight modal share is ~70% water, ~25% road and ~5% rail.
https://ec.europa.eu/eurostat/stati...le=Freight_transport_statistics_-_modal_split

Excluding pipelines, US's is more like 12% water, 53% road and 34% rail
https://www.bts.gov/content/us-ton-miles-freight
 
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raxx7

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The 70% share of water transport for EU is weird.
Looking into details, they count ocean going ships that pass through territorial waters. This way Portugal looks like having a huge share of maritime traffic, but in fact this also counts Shanghai to UK ships passing through the ocean 50 km away from Lisbon. IMO this is misleading for any practical purpose.
What looks more real is 5:1 share of trucks in EU vs 3:2 share in the US. I would say trucks dominate the EU freight but they are more or less an equal player to rail in the US.

If a container is sent from China to UK by road, it's going to do a certain amount of tonne·km in EU roads. If it's sent by rail, it's going to do a certain amount of tonne·km in EU railways. And if it's sent by ship, it's going to do a certain amount of tonne·km in EU EEZ waters.
And that's basically what you want to account in this statistics.
I'm assuming US' statistics account for China/US and Mexico/Canada traffic in similar manner.

The 70% share of water transport reflects geography.
Shipping from South of Europe to North of Europe is half the distance of shipping via US East and West coast.
Europe has a smaller area with a longer coast line so more of it (and it's people and industry) is relatively close to sea.

Which means containers from China to UK will mostly choose EU waters and not EU railways or EU roads.
Likewise it means intra-EU cargo is more likely to be shipped from Rome to Hamburg than from New York to Los Angeles.

If you focus one one small area like an EU country like Portugal or an US state like New York you're going to get weird values (not just in modal share but also quantities) because they're transit zones for the rest.
 
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raxx7

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At least in modern times. Food insecurity was for centuries the driver in conflict and population migration in Europe. But yeah that hasn't been a problem for at least a century outside of major conflicts and the resulting desolation.

Food insecurity was a problem almost everywhere until the 19th century discovery of nitrate stockpiles in South America and then artificial fertilizers.
 
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