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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Electrek - 17 minutes ago: Tesla officially applies to build battery cells at Gigafactory Berlin
Excerpt:
Now we learn that Tesla has officially applied to the state of Brandenburg for approval for battery production at the factory (via RBB24 and translated from German):
Excerpt:
Now we learn that Tesla has officially applied to the state of Brandenburg for approval for battery production at the factory (via RBB24 and translated from German):
As part of the updated application, Tesla also reportedly added to body lines and revised down its expected water consumption at the plant.
The track getting all 'prettied up' explains at least a part of the delay.
Tesmanian - today: A Huge Batch of 1,500 Tesla Model 3 Arrives in Australia
Excerpt:
A huge batch of Teslas has arrived in Australia. It is reported that there could be more than 1,500 Model 3s there, which will be a significant contribution to the rollout of electric vehicles on the country's roads.
Although Australia is growing to accept electric vehicles at a slow pace, Tesla vehicles are welcome here. Ship/delivery tracker VedaPrime reported a few days ago that the third ship in the quarter, Morning Clara, with Tesla cars for Australia arrived at Port Kembla. He also revealed that there were over 1,500 vehicles on board, all of which are Model 3, as sales of Model Y and of the refreshed Model S and X have not yet begun there. This batch also includes the first Long Range variant of the cars in this quarter.
Excerpt:
A huge batch of Teslas has arrived in Australia. It is reported that there could be more than 1,500 Model 3s there, which will be a significant contribution to the rollout of electric vehicles on the country's roads.
Although Australia is growing to accept electric vehicles at a slow pace, Tesla vehicles are welcome here. Ship/delivery tracker VedaPrime reported a few days ago that the third ship in the quarter, Morning Clara, with Tesla cars for Australia arrived at Port Kembla. He also revealed that there were over 1,500 vehicles on board, all of which are Model 3, as sales of Model Y and of the refreshed Model S and X have not yet begun there. This batch also includes the first Long Range variant of the cars in this quarter.
Was going through in my own mind what else Tesla could show on the Model S delivery day.
1. They should show the final Cybertruck design.
2. They should show the final Roadster design.
3. They should give update on Semi production timeframe.
4. They should not say anything new about the $25K Tesla. Reason being is I dont think they should even mention the $25K Tesla again until after the fate of the new EV Tax Credit law is known. Dont want any politicians to back off because $15K (after credit) Tesla damages to much of politicians ICE car production in their state.
1. They should show the final Cybertruck design.
2. They should show the final Roadster design.
3. They should give update on Semi production timeframe.
4. They should not say anything new about the $25K Tesla. Reason being is I dont think they should even mention the $25K Tesla again until after the fate of the new EV Tax Credit law is known. Dont want any politicians to back off because $15K (after credit) Tesla damages to much of politicians ICE car production in their state.
Dancing Lemur
Hoopy Frood
Are you pondering what I'm pondering?
If that 44K from Ray is true, your Shanghai number is way low as they'd be at 75K through two months. If they repeat the May rate in June, that's 120K for the quarter. Or 50% more than last quarter.
The credulous upper bound of the potential P&D numbers is going to very high this quarter. The actuals may even achieve the lofty goals set by a certain Genius.
If they're going to hit a million vehicles for the year, this is what it would have to look like.
Narf.
Tesmanian - today: The Minister of Economic Affairs in Brandenburg Says Tesla Giga Berlin Construction Is in 'final push'
Excerpt:
The Minister for Economic Affairs, Labor and Energy Jörg Steinbach expects the first Tesla vehicles to be produced at the new Giga Berlin factory this year. At the conference of the Leibniz Institute for Spatial Social Research, located in Erkner, Steinbach literally said that the construction of the plant is in a "final push," rbb24 reports.
In addition, the minister said that at the moment Tesla has already hired 1,000 employees, but by the time production starts, their number will surely increase to 3,000. After production starts, the number of employees will increase in proportion to the growth of the market. Steinbach explained that Giga Berlin will not only serve the German market.
Excerpt:
The Minister for Economic Affairs, Labor and Energy Jörg Steinbach expects the first Tesla vehicles to be produced at the new Giga Berlin factory this year. At the conference of the Leibniz Institute for Spatial Social Research, located in Erkner, Steinbach literally said that the construction of the plant is in a "final push," rbb24 reports.
In addition, the minister said that at the moment Tesla has already hired 1,000 employees, but by the time production starts, their number will surely increase to 3,000. After production starts, the number of employees will increase in proportion to the growth of the market. Steinbach explained that Giga Berlin will not only serve the German market.
The Accountant
Active Member
This is a record for the 2nd month of a Quarter.
Previous record was Nov 2019 with 8.863 (which included over 900 Models S&X)
Previous record was Nov 2019 with 8.863 (which included over 900 Models S&X)
jkirkwood001
Active Member
Thanks for this, @elasalle, but personally I'm more interested in how well the Model 3 and Y are doing against ICEs than other EVs. We already know Tesla's are amazing EVs even though they're not really comparable to, say, a Renault Zoe or the world best-seller Hong Guang Mini EV (I'm guilty of posting about the latter a few days ago).
#1 In Korea
#1 in Israel
#1 in France
list keeps growing
Light at end of quarterly tunnel
How does the Model 3 do against all passenger cars in those locales? To achieve the mission, it's less important that we beat out other EVs than if we beat out other ICEs. Elon's goal is to make the Model Y the best selling passenger vehicle in the world - how are we progressing? (Yes I know, production ain't near enough yet, but that's the metric to follow over the next 2-3 years). When Tesla's are in the top 3 in every country (and other EVs populating the top 5), THEN we'll know we're approaching our goal!
We need more stories like Norway and California where the Model 3 - or at least the Tesla brand - is the top seller against Toyota RAV4 and Honda CR-V, etc.
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The Accountant
Active Member
Ships departed earlier this quarter so we may/should see June deliveries lower than March. It is possible that EU Q2 sales will equal Q1. But the significance of this is that with exports to EU delivered early, there is more supply for other markets especially Asia Pacific where we saw many more ships in Q2 vs Q1. My projection for Q2 deliveries of 14% above Q1 still looks good and is actually on the low end of probabilities at this point.This is a record for the 2nd month of a Quarter.
Previous record was Nov 2019 with 8.863 (which included over 900 Models S&X)
View attachment 669503
Another possibility and especially could be true if that 45k Giga China production number with 25k for export for May is true......is that they're packing more cars onto every boat now. Tesla could have been "sharing" part of the ship with other auto makers in the past and have now upped their space on the ships as they grow exports
jkirkwood001
Active Member
Agree.
Also, re no.4., they currently have four no-production models (CT, Roaster, Semi, ATV), not to mention FSD (what? are we back to over-promising circa 2017??) we don't need a fifth! BTW, I think the $25 K model will be relatively minor seller in USA compared to AsiaPac, India, SA markets, so the EV credit is only marginally relevant to that model.
Ford Fanboys in the media are unreal. "OMG, it's amazing, first truck with a full sized spare, unlike those horrible Tesla cars"
View attachment 668758View attachment 668759
Of course, because the tire mounting hardware and vehicle frame for the SPARE tire is all from SPARE parts.
Looks like more anecdotal evidence Tesla is getting FSD and the subscription service ready for that end of June timeframe. I doubt they would go through hassle of that email unless they were very confident it's ready. I take these kinds things a lot more seriously than Elon's timeline tweets
www.tesmanian.com
Tesla FSD Subscription May Be Launched in Early July, Hints Company Email
The latest data from a Tesla car owner in Taiwan hints that the FSD Subscription is almost complete and will launch in early July. The launch of the service should open up many opportunities for Tesla car users and bring benefits to the company.
www.tesmanian.com
How about radio controlled Tesla's on FSD. The "lane changes" are handled by the car, but the general moves and throttle are commanded by the players. Full Size RC racing, wheel to wheel. Look out HO Gauge, there's a new toy in town! Turn off FSD... if you dare.
It seems newautomotive.org, which is the source for those numbers, systematically underestimates registrations and also doesn't break out Tesla registrations for every month. An easy way to confirm that is to look at months for which we have an exact number of Model 3 registrations from SMMT because the Model 3 was among the Top 10 best sellers. On that website, which uses DVLA data, the number for all Tesla vehicles is still lower than the reported number of Model 3 registrations for those months.
For instance, in March 2021, when the Model 3 was the 4th best seller with 6585 vehicles registered, the data on newautomotive.org indicates a total of 6504 Tesla vehicles. There might be a delay in the way data gets reported. Regardless, mixing data sources is usually a bad idea.
James and his father famously don't get along.
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