This (i.e. taking the environmental concerns of your voters seriously) is why Europe is pulling further and further ahead in EV adoption.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Since my wife is Dutch, we spend a fair amount of time in Europe. I always return home, surprised at the amount of renewable energy installed throughout Europe. The Europeans are doing a great job.
mltv
Member
Ha ha. Don't count Stellantis out according to this article: Dodge's quickest-ever muscle car will allegedly be electric
"Assuming engineers pull it off, Dodge's hot-rodded EV could be even quicker than the Tesla Model S Plaid and its claimed 1.91-second sprint."
Plaid causes everyone want to blow off steam
Here is the link to original pdf:
Now you can Google translate it, ok?
Alright let me do that:
Q: A Corp is in China, how’s the order?
A: No, A Corp did everything right, they have at least 5 years lead. These “problems” are temporary, orders are normal.
Above is the official release, but I found a few other unofficial meeting minutes floating around, which are far more interesting, for example this one:
拓普集团 投资者交流会纪要 2021年6月8日 拓普集团 投资者交流会纪要参会领导：董事长邬总日期：2021年6月8日产品结构：减震、声学套件、汽车底盘、汽车电子、热管... - 雪球
ææ®éå¢ æèµè交æµä¼çºªè¦åä¼é¢å¯¼ï¼è£äºé¿é¬æ»æ¥æï¼2021å¹´6æ8æ¥äº§åç»æï¼åéã声å¦å¥ä»¶ã汽车åºçã汽车çµåãç管çï¼2+3ï¼è½»éååºçä¸å¡ä»ç»è½»éååºççå£åéèµäº§å£åï¼èµ·æ¥æèµ5亿åï¼å大å 工工èºï¼å¯¹è®¾å¤ã人åãææ¯è¦æ±é«æ¶é´ä¸ï¼3å¹´å...
- Heat management solution(Octovalve) starts to deliver to Tesla in Jan 2021, 500k units for 2021, San hua is the only other heat solution supplier.
- Tesla 2nd GF in China is almost done deal, now picking among three possible locations, likely would be XiongAn(in HeBei province).(TuoPu build new factories close to customers to supply them, so they probably has heads up of next factory plans)
- Parts orders for CyberTruck already started.
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While I agree that S/X aren't the future for substantial growth, my understanding was that the 90k-100k cap in production previously was due to the limited production capacity of the 18650 cells. IF the new pack has transitioned to a new cell format (an uncertain assumption at the moment) then what is the next limiting factor in capacity?
Potentially they could increase production above 100k p.a. if they saw sufficient demand at that rate with relatively minor capex and supply chain upgrades. Even another 20k to 30k in production per year with the fat margins S/X command would result in appreciable margin and profitability improvements at the company level.
I am expecting wonderful results from Tesla either way next year as mature 3/Y production in Fremont/Shanghai cover the ramp of Berlin/Austin, but why leave money on the table if there is room to squeeze more out of the existing production lines.
Interesting post from @phigment on the resources angle thread. Pana and Schlumberger working on lithium extraction in Nevada.
Schlumberger New Energy and Panasonic Energy partner on lithium production
Schlumberger New Energy has partnered with Panasonic Energy of North America to advance the new sustainable battery-grade lithium extraction and production process.www.mining-technology.com
Potential FUD alert:
A Chinese social media account tested Tesla model Y battery cell against Chinese mandatory battery cell national standard, and it failed heating test.
Not sure whether it will gain traction or not, so not putting link here.
But I want to point out they used brute force to extract those cells out of a Model Y battery module. Since it’s glued firmly in there, very likely the cells were already damaged before their “testing”. Which makes this a nothing burger.
A Chinese social media account tested Tesla model Y battery cell against Chinese mandatory battery cell national standard, and it failed heating test.
Not sure whether it will gain traction or not, so not putting link here.
But I want to point out they used brute force to extract those cells out of a Model Y battery module. Since it’s glued firmly in there, very likely the cells were already damaged before their “testing”. Which makes this a nothing burger.
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You do Thermal Test’s lots of them to get certified and to say they failed is just stupid. You can’t put them in cars in the 1st place without them. True FUD
petit_bateau
Active Member
Artful Dodger
"Neko no me"
Meanwhile (in the reality-based community), Wu Wa shows that Tesla outbound logistics is running at full speed today at Giga Shanghai:
So much for the 5-day Dragon FUD (shortzes never quit, or apparently, take a day off)
Cheers!
So much for the 5-day Dragon FUD (shortzes never quit, or apparently, take a day off)
Cheers!
BMW has a far greater array of models than does Tesla, from 1 series and Mini to Rolls Royce, plus a wide variety of variants in ever category. It is always wise to notice what reality is for competitors. Even GM is formidable in small vehicles in some markets, often with GM Korea (née Daewoo) designs. Not only is GM a leader in China and Brazil, but has #1 models there. Tesla has zero models in any of those categories, including the China-only huge selling BEV’s.
VW, Toyota and Honda have huge volume very profitable luxury models for which Tesla presently is not competing. By far the most profitable models of each are high end Trucks, vans and other categories in which Tesla is not competing.
Ford has the exceedingly profitable Transit class with zero Tesla competition and BEV versions beginning to be material.
Competitors are obviously concerned about Tesla. We need not trivialize them by pretending they have no chance of survival, nor by ignoring their strengths.
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The merger of PSA and FCA was in part joining if two powerful industrial families and partly the continuing expansion of Carlos Tavares power. This is far more than it seems to be when viewed from a narrow perspective. People keep ignoring what advantages all these marker have. We are being far to narrowly Tesla-centric.
We may be a small market, but some good news from down here in New Zealand. Today the government announced a new EV credit equivalent to $6000 US dollars that comes into effect on July 1st. (It’s fully paid for by imposition of a new tax on high polluting ICE vehicles). The price cap is at a level that means the Model 3SR+ qualifies (Cap is equivalent of $58,000 USD).
What are you talking about? They sold 2,231 Ipace in q1. Jaguar I-PACE Sales In Q1 2021: Down Again
I’m thinking uPace is maybe the new motto.
Perhaps but that doesn’t tickle my sense on why I should believe they have a position to work with. Of course behind any discussion made here in a few sentences we all have a background intuition that differs about just how catastrophic the ICE market could become as it becomes evident that buying an ICE is very short sighted and the used market flushes with cars dumped especially to claim new EV subsidies and that propagates upstream to new sales. I haven’t done concrete work on Stellantis yet. Just relaying my current expectations. I can;t even name their best selling EV off the top of my head.
Indeed it was an interesting merger; none the less PSA was in serious serious trouble. It was merge or fail so why I put that forward. The reality is that no legacy auto maker has actually "failed" as in shut doors and stop work. JLR came close...maybe they will. Volvo found a buyer in China. Chrysler in FCA
There is really no good reason to have so many Japanese auto makers, when real failures start this will receive quite a lot of national attention. Japan has been blowing it on the renewables front as well, they should have huge solar and wind penetration and battery storage and could have led the world. Oh well.
petit_bateau
Active Member
JLR is imho the weakest of the major OECD manufacturers. Sales revenue tends to put it down at about #15 and falling (Automotive Industry 2019 | Brand Value Ranking League Table | Brandirectory). The model line up is an absolute disaster, meaning that the product development roadmap is an expensive mess, and the production facilities likewise.
The Jaguar iPace is actually made by Magna Steyr (News Release - First-Ever All-Electric Jaguar Unveiled at Magna) and my suspicion is that it is loss-making for JLR. The iPace is struggling to be competitive in the BEV market and in my opinion release of the Y in Europe when Tesla Berlin starts production will prove fatal for the iPace. By the way losses are not an unusual feature at JLR (Jaguar's updated I-Pace has a beefed up charging system).
Tata of course own JLR. One wonders how deep their pockets will be. JLR has been sold many times before, and each time a goodly chunk of UK taxpayer money seems to be required to prevent it being completely shuttered. There are other UK-specific factors that are of course in play.
As an anecdote a newish iPace is for (re)sale on my local Peugot forecourt. Buyers remorse got so bad that they were even prepared to switch from a Jaguar to a Peugot. Not a good sign for JLR.
The mission is to accelerate clean energy and transport.
I can see Tesla selling 20 million vechicles per year regardless.
The rest of the industry will sort themselves out, which will probably means more mergers and alliances.
I don't think selling vechicles in a segment Tesla hasn't yet tapped is a moat.
But a some stage, national interest will intervene to help prop up local carmakers.
Brands often survive even when they are little more than a badge.
I can see Tesla selling 20 million vechicles per year regardless.
The rest of the industry will sort themselves out, which will probably means more mergers and alliances.
I don't think selling vechicles in a segment Tesla hasn't yet tapped is a moat.
But a some stage, national interest will intervene to help prop up local carmakers.
Brands often survive even when they are little more than a badge.
That is seriously quiet!
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