I’m sure the vast majority are incoming 2023 long range models which aren’t actually in inventory yet. (I’m waiting on one (nov22-dec20th) and have been keeping an eye on local inventory)
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I'd be looking at the trend and trying to forecast what may be coming rather than focusing on current numbers in isolation, it really was not long ago that there were 0 vehicles available anywhere either used or new.
The trend has been pretty steady increases week over week
I have a plaid X on order but I'm stalking inventory like crazy to hopefully jump the queue. At order it said I'd get it in December but now shows Dec - Jan 11th and I need to take delivery before year end for tax reasons. 6klb vehicle weight 100% bonus depreciation ends this year. Next year it drops to 80%.
On Nov 9th it was 280 new vehicles FWIW.
Sounds about right
I'm also watching this like a hawk but mostly the Y inventory numbers and then overall. I think EV-CPO was sitting at around 2,000 total available last week, now it's at almost 2,900. Seeing 600+ new Ys available globally is a new high as well, European inventory has been expanding more rapidly.
Ok, I thought you were talking about a Model 3 LR, but that must be a Model Y LR?
I failed to get off this bus to the top of mount Yo-Semi-Tee on my last trip. So I'm just waiting for this same bus to loop again. Looks like a few got on, but ya never know. Maybe next stop. Would be pointless to get off, it's a long hike to the top.
model 3
Edit to add: in fact one should note the 2023 model 3’s so far only offer black interior and they appear to be selling fine with all other options mixed on.
Must need all the white seats for the model y demand which *I* find bullish.
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It's a new battery design with a very new manufacturing process. Tesla will iterate on the 4680 and I'm confident it will eventually have more energy density than the 2170 cells. The big positive of the 4680's will be the manufacturing process, equating to very high volumes at high efficiencies.
This is just the beginning of the 4680 story.
Whether it has more energy or not isn't the point anyways. The ONLY problem with current battery cell technology is cost. People look at energy density as a proxy for reducing cell cost, but why use the proxy? Current energy densities are fine for automotive use. It is their cost that is the problem for widescale adoption. That's why the LFP cells, which have worse energy density, are being used so much by Tesla - they are cheaper.
As has been shown time and time again, all these wonderful silicon nanowire, solid state, etc. battery cells are useless if they don't end up being cheaper than current cells on an energy delivered basis.
The big innovation with the 4680 is reduced cost through a structural battery pack, dry battery electrode, and faster/cheaper manufacturing. Further innovations in 4680 technology will continue to reduce cost. Whether they'll also increase energy density is irrelevant except that too will reduce cost.
People hoping for the 4680 cells to somehow improve their vehicle are barking up the wrong tree (yeah, I know, the structural battery pack promises a stiffer body, but that isn't the reason they built it that way).
They haven't been taking orders for that for a while, so did you order in 2021? (More than a year ago.)
Yeah they have it was listed same way they are now in inventory but not yet built
Edit - dang it they made me wrong looked at one listed for sale now with same specs and it no longer specifies it isn’t built yet just says avail for pickup at location… which can’t be right or they’d certainly have called me up since I’m all finished with their steps .. weird
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I'm enjoying our vacation so i haven't been following all the posts. We just got our MS cameras upgraded and now waiting for FSD beta like we already have in our other Teslas. So convenient to schedule a Service appointment hundreds of miles from home; love the Tesla service app. and the best service of any company IMO. Fast and super organized.
I use Twitter and got the following link there. Still looking for any competition; nope, don't see it. Looks like the MSM rags are going to become obsolete next. I don't miss there uninformed opinions.
Back to our trip; going to the beach riding our bikes. Relaxation is worth all the money in the world.
www.teslarati.com
I use Twitter and got the following link there. Still looking for any competition; nope, don't see it. Looks like the MSM rags are going to become obsolete next. I don't miss there uninformed opinions.
Back to our trip; going to the beach riding our bikes. Relaxation is worth all the money in the world.
GM’s Hummer EV racks up ~$100 bill in Electrify America charging test
The GMC Hummer EV charging session ended up costing $96.89 before taxes and fees. It also took 2.5 hours to charge it from zero to full.
www.teslarati.com
GM making sure their EV doesn't displace ICE.I'm enjoying our vacation so i haven't been following all the posts. We just got our MS cameras upgraded and now waiting for FSD beta like we already have in our other Teslas. So convenient to schedule a Service appointment hundreds of miles from home; love the Tesla service app. and the best service of any company IMO. Fast and super organized.
I use Twitter and got the following link there. Still looking for any competition; nope, don't see it. Looks like the MSM rags are going to become obsolete next. I don't miss there uninformed opinions.
Back to our trip; going to the beach riding our bikes. Relaxation is worth all the money in the world.
GM’s Hummer EV racks up ~$100 bill in Electrify America charging test
The GMC Hummer EV charging session ended up costing $96.89 before taxes and fees. It also took 2.5 hours to charge it from zero to full.
And speaking of competition to rival Tesla Germany, this announcement from VW...
Volkswagen's $2 billion Trinity EV plant gets delayed and possibly shelved
Volkswagen’s plans to build its Trinity electric vehicle (EV) factory, a plant that was supposed to rival Tesla’s manufacturing efficiency, has been delayed, and may not even be built at all. The $2 billion Trinity […]
driveteslacanada.ca
eFuels are the future /sAnd speaking of competition to rival Tesla Germany, this announcement from VW...
Volkswagen's $2 billion Trinity EV plant gets delayed and possibly shelved
Volkswagen’s plans to build its Trinity electric vehicle (EV) factory, a plant that was supposed to rival Tesla’s manufacturing efficiency, has been delayed, and may not even be built at all. The $2 billion Trinity […]
Wasn't the whole purpose of the Fed rate hikes to destroy buyer's appetite - well it seems to work, duhMacro .. Fed Up, Market down
Treasury yields rise after Fed speakers hint at more rate hikes to come
Treasury yields were higher Thursday as markets weighed comments from Fed officials signaling rate hikes are far from over.www.cnbc.com
+ based on poor showings from retailers ... is the Santa rally dead for this year?
Actually I think that is not likely to be true.
In another country not famed for hardworking, diligent workers, Brazil, Ford just quit production there after 100 years. Otherwise many comments are made about the poor workforce there.
As for Chinese, many are producing in Brazil profitably and with high quality:
One, Chery, is locally built by CAOA, the producer of Hyundai as well. Chery has just won quality awards, and is making inroads even in competition with BMW and other high-prestige brands:
Brazilian automotive magazine: Chery Tiggo 7 ranks first in value maintenance rate - Xinhua Silk Road
Chery Tiggo 7, a compact crossover produced by Chinese automobile manufacturer Chery, ranks first in the Automotive Value Maintenance Rate Ranking among multiple popular compact SUVs with the lowest depreciation rate of -5.41%, according to a recent finding by Brazilian magazine Quatro Roads.
Toyota was the cheap and uncool 1967-ish Crown;
Honda was just like Toyota but tiny and stupid;
Hyundai was producer of a silly Pony.
I'm old enough to have personally driven and used a 1967 Toyota Crown, a 1966 Honda S600 and an early 1979 Hyundai Pony. They were all much better than their reputations, even then. Luckily for my net worth, I bought Honda ADR's with alacrity after I'd used my S600 for a few weeks.
Strangely most of us ignore new competitors even as we prosper due to the upstart success of Tesla. I cannot understand that myopia. There is no question in my mind that several Chinese competitors will enter the US market successfully, with North American content rules in full compliance. Counting suppliers I bet on CATL, BYD, Geely and SAIC plus LK (parent of IDRA) and too many other suppliers to count.
Regardless of geopolitical events these competitors are all technological leaders with strong and improving quality control and efficiency. Most of them are producing profitably in multiple countries. SAIC, in particular, shares with Geely a well established practice of buying prized international brands that have been falling on hard times, such as Volvo, MG and London Taxi (now LEVC). Those practices will continue, often while minimizing the parent firm.
Perhaps the most famous such case to us at TMC is that of IDRA, which is often totally positioned as Italian through and through.
One of the most spectacular cases for underestimation of new entrants is that of Boeing, now clearly and obviously surpassed by Airbus in commercial aircraft and by SpaceX in space.
We should not make Boeing's mistake, especially since they've now officially said they will not begin to develop any new aircraft until the 2030's.
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