TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker and becoming a Supporting Member. For more info: Support TMC

EU Market Situation and Outlook

Discussion in 'TSLA Investor Discussions' started by SteveG3, Mar 25, 2014.

Tags:
  1. sweter

    sweter Member

    Joined:
    Jul 6, 2017
    Messages:
    305
    Location:
    London, UK / Wroclaw, POL
    1. P3D highest priority. We haven't seen any confirmation (I think?) about Model 3's Tilburg assembly situation, but if there's any ramp up there that needs to be financed. Even if there is a subsidy expiring in NL, then other countries can probably even this out anyway.
    2. LR AWD second priority. Available for order from day 1, but possibly longer delivery times.
    3. MR orders opening at the end of Q2.

    I would really really really love it if they brought back LR RWD as that's the one I've been aiming for... But I don't have my hopes too high.

    Regarding different offers in different countries, aren't they offering a cheaper base Model S (sub 60k EUR) in Germany for exactly the purpose of enabling incentives? Not sure how it sells and affects production though, haven't seen it discussed anywhere.

    I also wonder if the roll out will just be open gates for everyone or reservationists first or even reservationists current owners first. Or even based on countries first (Norway would go first due to demand + skipping Tilburg).

    People can only order what Tesla offers, though.
     
    • Like x 2
    • Helpful x 1
  2. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
  3. schonelucht

    schonelucht Active Member

    Joined:
    Mar 10, 2014
    Messages:
    4,146
    Location:
    Nederland
    Not really, the benefit is capped to 50 000k. That means a 55 000k Model 3 will still have the incentive on 95% of its value. Therefore there is no pressing need for Tesla to stay under the 50k.

    Also, Tesla will not assemble the Model 3 in Tilburg but will ship complete cars through roll-on/roll-off via Zeebrugge, Belgium. Adjust your prices accordingly : US price, converted in euro + 10% import tax + 20% (or so) VAT + 2000 (or so) shipping costs.
     
    • Helpful x 2
    • Informative x 2
  4. sweter

    sweter Member

    Joined:
    Jul 6, 2017
    Messages:
    305
    Location:
    London, UK / Wroclaw, POL
    Where did you get this info?
     
  5. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    That additional price increase would be a major bummer. I read about the roll on/roll off a short while back, too (Elon tweet?). I was thinking about the same problem (additional import tax for complete cars) but when I googled roll on/roll off that system is not for vehicles, but also for other freight (as for example vehicle parts) that can be loaded/unloaded more quickly in those ships. So still a chance that they´ll do some final assembly in Europe to avoid the taxes (unless you have more info on that I don´t have).

    EDIT: found the tweet: Elon Musk on Twitter
     
  6. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    Regarding price: My current price estimation method was to take the price ratio of a Model S in US and Europe and apply that to Model 3 price in US. So this would increase by 10% import tax if the cars were imported complete, right?
     
  7. schonelucht

    schonelucht Active Member

    Joined:
    Mar 10, 2014
    Messages:
    4,146
    Location:
    Nederland
    They had positions open for roll on/roll off specialists at Zeebrugge a few weeks ago.
     
    • Informative x 1
  8. schonelucht

    schonelucht Active Member

    Joined:
    Mar 10, 2014
    Messages:
    4,146
    Location:
    Nederland
    Yes, but that is partially offset by cheaper shipping and no capex (depreciation) + additional labour in Tilburg.
     
    • Informative x 1
  9. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    From those job descriptions, did it sound like it was for complete vehicles? Would make sense really. They´d also not have to expand Tilburg assembly so much then.

    On the other hand doing ro-ro with the car in parts would save some time, too, and in addition save the 10% tax...
     
  10. schonelucht

    schonelucht Active Member

    Joined:
    Mar 10, 2014
    Messages:
    4,146
    Location:
    Nederland
    I am not a specifialist but roro by definition means the car is complete/in driveable condition, no?
     
  11. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    Technically not necessarily, as I wrote above:

    Just wanted to link you the wikipedia page in English, but there it sounded more like it would be just cars or trains after all. So I agree it is very likely they´ll just drive the cars into the ship. I think they have been doing this with cars destined for China, too (a while ago there were pictures of a harbour with a parking lot full of Teslas).

    What about Norway actually? I think there have been the same pics of parking lots at arrival. Thinking about it, I guess Europe has been the only over-seas place where did the final assembly (and consequently no ro-ro) due to the tax :).
     
  12. Steve m

    Steve m Member

    Joined:
    Sep 30, 2018
    Messages:
    50
    Location:
    Earth
    Channeling my inner anti Antwon Wahlman....

    Tesla's bev competition in Norway has completely collapsed in December as Tesla captures 97% of the bev marketshare. While Jaguar sales drop to zero.
     
    • Informative x 1
  13. sweter

    sweter Member

    Joined:
    Jul 6, 2017
    Messages:
    305
    Location:
    London, UK / Wroclaw, POL
    A Model 3 shipment has been spotted in Antwerp on Friday evening. Posted on TMC: Model 3 draadje. Probably being transported from Zeebrugge (Belgium) to Rotterdam (The Netherlands).

    The hype is real.


    [​IMG]

    [​IMG]
     
    • Informative x 4
    • Like x 2
  14. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    Most likely additional showroom cars IMHO. There will more locations with Model 3s later in the year according to Tesla: Events | Tesla Deutschland
     
  15. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    There are rumours on the German forum that Norway and possibly other European countries will be able to configure Model 3 tomorrow :eek:. Does anyone have more info from the other national forums?!

    After all this time - don´t know if I´m ready... Haven´t finally decided on a color yet... But you can still change that for a while, right?!
     
    • Informative x 1
  16. Model 3

    Model 3 Active Member

    Joined:
    Jul 13, 2014
    Messages:
    2,106
    Location:
    Norway
    #3236 Model 3, Dec 2, 2018
    Last edited: Dec 2, 2018
    There was one rumor out (on Friday) in the Norwegian forum that the configurations should open up on Saturday (1th Dec). My replay to that rumor was they they would not send out configuration email in the weekend, so if they should open it up from the 1th Dec, no-one would get the email until Monday. That is all I have head about this.
     
    • Helpful x 1
  17. sweter

    sweter Member

    Joined:
    Jul 6, 2017
    Messages:
    305
    Location:
    London, UK / Wroclaw, POL
    Some are speculating that they are actually going to NCAP. But who knows, really?
     
  18. hobbes

    hobbes Active Member

    Joined:
    Feb 11, 2013
    Messages:
    1,852
    Location:
    Germany
    • Informative x 3
  19. sweter

    sweter Member

    Joined:
    Jul 6, 2017
    Messages:
    305
    Location:
    London, UK / Wroclaw, POL
    Just as I thought, UK also gets viewings! Although I thought that's gonna be in January.

    Events | Tesla UK
     
  20. RobStark

    RobStark Well-Known Member

    Joined:
    Jul 2, 2013
    Messages:
    6,812
    Location:
    Los Angeles
    • Informative x 1

Share This Page

  • About Us

    Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.
  • Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


    SUPPORT TMC