Tesla sends out delivery delay emails

[Runt8]

Here we go. Dancing with words and presumptions.

And when they miss the 5000 target I will be reminded that Tesla only said they "Expected" to hit 5000/week some time late in the first quarter. <------- Absolutely non definitive...we've played that game before and are playing it now.

"The company said it planned to produce "about 10% fewer" units of its Model S and Model X models in the fourth quarter and reallocate resources to the Model 3, its newest. Tesla expects to hit a Model 3 production rate of 5,000 vehicles a week by late in the first quarter of 2018."

Lets watch the TMC confidence poll concerning delays. (I'm actually shocked). Is this the last major Model 3 delay

So you believe they will follow the original ramp up estimates, just three months later?

 

[ohmman]

Do you have information on this specifically, or are you assuming it is part of the so-called tax reform bill?

GOP tax reform bill would end the $7500 EV tax credit

The bill was published and the current draft would repeal the EV credit. It hasn't passed, of course, and it's not final.

 

[Bruno7]

My schedule was just moved a month later. Originally was Nov 2017 - Jan 2018, now shows Dec 2017 - Feb 2018.
I was an early line waiter in So Cal.

 

[03DSG]

I’m in Canada. No email and still reads Late 2018. Fine by me. Even better would the spring of 19. Planning on storing it a few months every winter.

 

[eCharcoal]

Went from May - July 2018 to Mid 2018. Sounds vague but that also means no change?

 

[suwaneedad]

Mine was Feb-Apr 18 and slid one month (Mar-May 18). NBD. A much bigger deal is that the GOP wants to increase the price of my M3 by $7500!!

 

[gregincal]

Did you believe the dates? or Do you believe the dates? Or both?

When I first got the dates back at the end of July I assumed I'd get the car in December, or just maybe at the very end of December. Now I feel there's still a chance I could get it in January (since I'm among those first in line after employees), but no earlier and quite possibly later. So having a Nov-Jan estimate seems silly.

 

[sweter]

If many Americans bail out, we might see it late summer in Europe.

I haven't seen anyone outside of US saying their delivery window has been pushed. It still says Late 2018 for me (Eastern Europe).

I may be naive/too optimistic, but I think the international deliveries might not be affected by this delay at all. Probably main reason for 2H 2018 international deliveries are legals and logistics, not the actual ramp. Before the delay we had a situation in which people outside of US who also reserved on 1st day would get their cars way way later than Americans who reserved later. E.g. an European who was number 50k in global line would actually get car number 100k. With the ramp delay this might no longer be the case. The same European might now get car number 75k.

This might mean that some late US reservation holders might get "punished" twice, one for ramp up delay, second for Europeans "cutting in".

Or is it just wishful thinking?

 

[Propwash]

I received my notice last night and went to my reservation clicked on a button to see used cars and was taken to Tesla's used car web site.
Normally there are only 4 or 5 used model S'es listed but last night there were 8 or 9 dozen listed and I spotted one I wanted more info on but this morning the listing were all gone and back to the 4 listings max. Is there a web site that lists all of tesla's used cars nation wide?

 

[MHarrigan]

Bolts are pretty nice! And readily available. Not quite the cachet of a Tesla but there's a lot to like.

 

[Snow Drift]

Bolts are pretty nice! And readily available. Not quite the cachet of a Tesla but there's a lot to like.

FWD = not even a consideration.

 

[Sportstick]

Bolts are pretty nice! And readily available. Not quite the cachet of a Tesla but there's a lot to like.

In functional concept, certainly. But, have you actually seen one!?!? Wondered how many clowns would pour out!! (old guy circus reference)

I don't think it will be far off for GM to take the technology/powertrain and put a non-cartoonish body on top, and maybe even add a navigation system. There isn't one on-board now. We looked.

 

[run-the-joules]

I received my notice last night and went to my reservation clicked on a button to see used cars and was taken to Tesla's used car web site.
Normally there are only 4 or 5 used model S'es listed but last night there were 8 or 9 dozen listed and I spotted one I wanted more info on but this morning the listing were all gone and back to the 4 listings max. Is there a web site that lists all of tesla's used cars nation wide?

ev-cpo.com

 

[MBayM3]

My "window" just moved ahead one month, from Jan-Mar 2018 to Feb-Apr 2018..... patiently waiting.

 

[Sealander]

Interesting that the Model 3 production delay was announced now after the contract for the 100 megawatt battery system in South Australia was awarded to Tesla after Elon promised they would deliver it within 100 days or give it to them for free. How many individual battery cells are required for a 100 megawatt battery?

 

[kengchang]

Interesting that the Model 3 production delay was announced now after the contract for the 100 megawatt battery system in South Australia was awarded to Tesla after Elon promised they would deliver it within 100 days or give it to them for free. How many individual battery cells are required for a 100 megawatt battery?

Australia project is using Samsung cell and the production delay has to do with battery pack assembly not battery cell.

 

[Shygar]

Interesting that the Model 3 production delay was announced now after the contract for the 100 megawatt battery system in South Australia was awarded to Tesla after Elon promised they would deliver it within 100 days or give it to them for free. How many individual battery cells are required for a 100 megawatt battery?

They would stop delivering powerwall's if that was the case.

 

[Sealander]

Australia project is using Samsung cell and the production delay has to do with battery pack assembly not battery cell.

Thanks for the info. I didn't know they were using Samsung cells for the battery project. Good to know that is not the problem. The timing was just too curious to not question what happened.

 

[Garlan Garner]

So you believe they will follow the original ramp up estimates, just three months later?

No, Just the opposite. I believe Tesla will miss mark after mark. That's my point.

In 3 months when they miss their mark I will point it out.....and then folks will start dancing with words such as:

"Tesla just Planned on making 5000/week....they didn't DIFINITIVELY say anything.....
or Tesla just said somewhere around the end of the 1st quarter 5000/week .......
or Tesla said they MIGHT make 5000/week. They NEVER said anything factual.

They yet put out some numbers that if they don't make.......everyone will just say.....oh that's ok because xxxxyyyyyzzzzzz.

 

[Garlan Garner]

When I first got the dates back at the end of July I assumed I'd get the car in December, or just maybe at the very end of December. Now I feel there's still a chance I could get it in January (since I'm among those first in line after employees), but no earlier and quite possibly later. So having a Nov-Jan estimate seems silly.

Now it seems silly....sure.

Do you believe their new dates? That's my question.