LoneRanger
Member
Not entirely convinced, but irrespective the EDD part of the process, and it would appear VIN allocation (on cars that don’t exist) is not fit for purpose. How would we know that the price increase was intended to slow demand, and wasn’t to do with increasing production costs and profits. The demand for Tesla’s over recent times has been so high it is quite possible that the purchase price increase had no effect on demand and orders.Because Tesla know when they will be making them??? The last round of price rises were to slow demand, which seems to worked given the lead time hasn't continued to extend.
CATL will probably be supplying a new battery next year, BYD is said to start supplying Tesla with LFP batteries soon - so there will be extra batteries, plus the production line can now kick out 7000+ M3 vehicles a week.
Anyway, those of us that have been waiting for the best part of a year by the time we take delivery, accepted delays have been a consequence of Covid, lockdown, parts shortages and new plant installation, can with good reason expect to see cars in Q4. Given the hike in electric prices yesterday, and with further probable hikes next year, some purchasers will be thinking twice about purchasing an EV and either not placing orders or cancelling previously placed orders, changing the supply and demand relationship over the coming months. The combination of this and what you have said about battery production and production line gains should mean Tesla can better match orders with actual deliveries. I am not trying to be alarmist here, merely pointing out that In Denmark, electricity is already £1 per kWh and owners are selling their Tesla’s as they can’t afford to run them, diesel and petrol seemingly preferred options. It’s complicated further by fixed tariffs coming to an end and the lack of guarantees around EV cheap rate nightly tariffs. How long will free charges be available at peoples’ places of work? The picture is not as clear as it appeared to be, Tesla and other EV producers will have their work cut out in some markets … including the UK.
Thanks for pointing those things out though MrT3, I was wasn’t aware of those developments