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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
... and then retrenched puts at 100?
More confusion to come, be careful. (Did I say that?)
StealthP3D
Well-Known Member
This article is not very clear but
Senator Joe Manchin, a Democrat who chairs the chamber's energy panel, had urged Treasury to reject allowing use of the credit in consumer leasing saying they were trying to use the provision "as a way to bypass the strict sourcing requirements."
Apparently lots of the assembly restrictions are gone if the car is leased. This article is much more clear.
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U.S. Treasury says consumer leases can qualify for EV tax credits
The U.S. Treasury Department said on Thursday that electric vehicles leased by consumers can qualify starting Jan. 1 for up to $7,500 in commercial clean vehicle tax credits, a decision that makes those assembled outside North America eligible.www.reuters.com
Looks like LFP will qualify (not sure if they did before). Tesla still seems well positioned to take advantage of this.
Monday 2nd is holiday and we will have delivery numbers before market opens on the 3rd…
Tue morning is gonna be interesting to say the least…
2023 the year of IRA and CT
Happy new year all!!
Tue morning is gonna be interesting to say the least…
2023 the year of IRA and CT
Happy new year all!!
Model Y best selling car (not just EV, but all cars) in Europe in November.
www.tesmanian.com
After taking a breather in October, Tesla Model Y took over Europe in November. According to sales data from Automotive News, the electric SUV became the best-selling car in Europe last month, beating longtime petrol leaders. The increase in production at Giga Berlin has had a great positive impact, gradually meeting the demand for the sought-after model in Europe.
Tesla Model Y Became the Best-Selling Car in Europe in November, Overtaking Petrol Competitors
Tesla Model Y became the best-selling car in Europe in November, overtaking petrol competitors. The electric SUV is well on its way to becoming the best-selling car in the world in 2023.
www.tesmanian.com
After taking a breather in October, Tesla Model Y took over Europe in November. According to sales data from Automotive News, the electric SUV became the best-selling car in Europe last month, beating longtime petrol leaders. The increase in production at Giga Berlin has had a great positive impact, gradually meeting the demand for the sought-after model in Europe.
Is this 1st time American car has been number 1 in Europe?Model Y best selling car (not just EV, but all cars) in Europe in November.
Tesla Model Y Became the Best-Selling Car in Europe in November, Overtaking Petrol Competitors
Tesla Model Y became the best-selling car in Europe in November, overtaking petrol competitors. The electric SUV is well on its way to becoming the best-selling car in the world in 2023.
After taking a breather in October, Tesla Model Y took over Europe in November. According to sales data from Automotive News, the electric SUV became the best-selling car in Europe last month, beating longtime petrol leaders. The increase in production at Giga Berlin has had a great positive impact, gradually meeting the demand for the sought-after model in Europe.
Cue all the wailing from the usual suspects about how yet again Tesla and Musk are profiting from subsidies.
I for one would be welcoming that. Especially after this year.
edit: yes, yes as others are indicating below, these subsidies are dwarfed by the fossil fuel subsidies, the security subsidies to make sure the oil is transported everywhere needed safely, the negative externalities of burning these fossil fuels. All of that, plus Elon being the only one speaking out against subsidies.
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Would be delighted to have zero EV/renewable subsidies if they were to remove all the fossil-fuel subsidies too and let the best technology, price and consumers* pick the winners
Edit: not consumers, of course, Apple auto-wrong...
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A good time to remind folks that Musk is the only auto executive to speak out against passing subsidies.
Xepa777
Banned
Been seeing enough smoke on the 4680 analysis from Cleaner Watt and TLF to be calling it now, 4680 ramp is going to be the excuse for not hitting 50% growth next year. And shorts are going to FUD aggressively on this as signs of deteriorating demand.
Going to eat downvotes for this right now, and downvotes in 6 months ago when this is starting to materialize and everyone says "yes but Elon in 2021 telegraphed that 4680 was needed in 2023 to hit that goal." Which I am acknowledging. I'm just saying, looks like that danger zone is going to hit next year. I also suspect it's the reason for the delay in Master Plan part 3, because there's still some major hurdles left to publish that document.
I miss the days when 20 gwh output for 2022 was the stated goal, and we were debating whether that meant peak run-rate capacity or actual produced output for the year. Sigh.
For the record, this is actual valid Tesla criticism, not the BS we're reading about now in the media. I wish public debates around Tesla's stock price revolved around actually substantive content.
Going to eat downvotes for this right now, and downvotes in 6 months ago when this is starting to materialize and everyone says "yes but Elon in 2021 telegraphed that 4680 was needed in 2023 to hit that goal." Which I am acknowledging. I'm just saying, looks like that danger zone is going to hit next year. I also suspect it's the reason for the delay in Master Plan part 3, because there's still some major hurdles left to publish that document.
I miss the days when 20 gwh output for 2022 was the stated goal, and we were debating whether that meant peak run-rate capacity or actual produced output for the year. Sigh.
For the record, this is actual valid Tesla criticism, not the BS we're reading about now in the media. I wish public debates around Tesla's stock price revolved around actually substantive content.
Wienies!!!!!! We have 3. Love the little plaid scarves.
Watching the same videos I don’t come away with the same feeling.
This was updated and now has Tesla.
Dont know how this was put together, but 5 seat Model Y MSRP limit is set at $55,000. Basically if you want the tax credit on the Model Y need to order with 7 seats.
www.irs.gov
Dont know how this was put together, but 5 seat Model Y MSRP limit is set at $55,000. Basically if you want the tax credit on the Model Y need to order with 7 seats.
Credits for new clean vehicles purchased in 2023 or after | Internal Revenue Service
You may qualify for a clean vehicle tax credit up to $7,500 if you buy a new, qualified plug-in electric vehicle or fuel cell electric vehicle.
SebastienBonny
Member
As Model Y was best selling car (including ICE) in Europe in November, it should be clear we could be in for some surprise next week…
Maybe we should stop posting how IRA helps Tesla so much $$$, only to learn how they changed it. We now have this undetermined period in Q1 just so Senators can learn how batteries are made, where on earth they come from, and gather any more ideas how to help GM and some others before bailout checks are written.
I wouldn't be surprised if the whole idea spun from GM in having no ZEV credits remaining, but who knows.Meanwhile, Tesla stated they didn't think any EV credit was necessary. And why would they? All OEMs are trying best they can to switch to EVs. There is no bigger stick than to watch Tesla take away your only market in an accelerated fashion. Even Ford has a sizable backlog of the Lightning. It's an ICE bailout, and if Tesla stands to gain more, you better believe this bill will get modified, or will be tested hard.
And why would anyone care about where "some" minerals come from? Is this an attempt to stir emotions regarding slave labor on cobalt... that I keep hearing about from some friends? Meanwhile, how long have Li batteries been around and suddenly now they all care?
Scrap the IRA, go bareback and hang-on tight! It seems designed to bring false hope and drive down TSLA once clarified. Just like over estimating P&D, same effect. Do you really think people are adding TSLA because of the IRA???
Interesting that it lists the Model Y Performance 7 seat variant, but Tesla doesn't sell a 7-seat Performance Model Y. (Maybe that will change?)This was updated and now has Tesla.
Dont know how this was put together, but 5 seat Model Y MSRP limit is set at $55,000. Basically if you want the tax credit on the Model Y need to order with 7 seats.
Credits for new clean vehicles purchased in 2023 or after | Internal Revenue Service
You may qualify for a clean vehicle tax credit up to $7,500 if you buy a new, qualified plug-in electric vehicle or fuel cell electric vehicle.
It also doesn't list the Model 3 Performance at all.
The details they released also confirmed that the MSRP is for the car as delivered, i.e. it includes options. (A lot of people said it would be based on the base MSRP alone, and wouldn't include the price of options.)
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