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Bloomberg - Are you a robot?

Tesla Reaches Preliminary Battery-Supply Deal With CATL
Tesla Inc. has reached a preliminary agreement to start using CATL as a battery supplier for cars made in China from as early as next year, and the companies are in talks to expand the relationship globally, according to people familiar with the matter.

The batteries would go into Model 3 cars produced at Tesla’s factory near Shanghai, which is slated to begin operating this year. But the companies still need to iron out details such as how many batteries Tesla will purchase, and separate discussions are underway on a potential global supply contract, the people said. Tesla will use batteries from Panasonic Corp. and LG Chem Ltd. in China in the meantime, one of the people said.
 
How Tesla’s Rock-Solid Resale Values Can Make Buying A New One A Better Deal Than Buying A Used One

How Tesla’s Rock-Solid Resale Values Can Make Buying A New One A Better Deal Than Buying A Used One

"Though you may think it would be prudent to look for a used 2018 Tesla Model 3 compact sedan in the hopes you’ll save a few bucks over ordering a new model, think again.

Though you won’t find many up for grabs as yet, according to Kelley Blue Book, a dealer in the Chicago area would typically ask $47,323 for a 2018 Model 3 with average miles and in good condition or better. Several are listed on Carfax.com for between around $40,000 to nearly $50,000.

By comparison, a brand new Model 3 can be ordered for $39,480, less the $1,875 tax credit that remains available through the end of 2019. That means a pre-owned version with several thousand miles on the odometer would be listed at as much as $10,000 more than a factory fresh version. The Model 3 Performance fares better, as a new example equipped with enhanced Autopilot goes for $63,990, and would list at a dealership for $52,150. At that, the only 2018 Model 3 Performance we found being offered on Carfax within several hundred miles of Chicago was selling for $58,800, which is only $3,340 less than a new model when you factor in the tax credit."
 
I don’t think anyone (at least I wasn’t) was suggesting a different hardware variant to get into the lowest tier for incentive, but rather the software limited SR+ model (that can be upgraded later) like that used elsewhere,

On the topic of Canada - Tesla still sells the software limited model there for $44,999, as seen by the screenshot below from Tesla Canada site. (by phone or in store). However they also say the SR+ at $54,700 is eligible, but when you head to the actual online store the recent price increase takes the SR+ to $55,990, meaning it is no longer eligible for the sub-$55k incentive (also, misses out on the $3k extra incentive in British Columbia province).View attachment 473563

The Canadian price now includes delivery and prep. Base price is still sub $55K therefore still eligible.
 
Actually the Koreans are the automakers I believe will make the quickest inroads into BEV's. They already make some pretty good rigs and they're not only fast learners, they're fast becoming innovaters as well... they're beyond the Japanese who are starting to look like Detroit in the 60's. Toyota in particular really surprises me as all the success and experience they've had with the Prius should have given them a big head start on making great battery only vehicles but they've been content to sit on their butts while developing hydrogen cars... huge mistake IMHO.
The reason they had success with the Prius was that they took engineers from each of the departments, put them in a room, and said to come up with a car for the 21st century. They didn't actually expect to get anything other than different technologies to use in their then current lineup, certainly not a new car. The reason they did this was that their Japanese market share went so low that 40% looked unobtainable (down from 80% a few years previous). They virtually had no customers under the age of 55. Once they got the market share back up (but not to the former highs), they went back to their standard corporate thinking.
 
The reason they had success with the Prius was that they took engineers from each of the departments, put them in a room, and said to come up with a car for the 21st century. They didn't actually expect to get anything other than different technologies to use in their then current lineup, certainly not a new car. The reason they did this was that their Japanese market share went so low that 40% looked unobtainable (down from 80% a few years previous). They virtually had no customers under the age of 55. Once they got the market share back up (but not to the former highs), they went back to their standard corporate thinking.
Interesting... you can definitely tell. They should revisit their own history or their percentage will be zero in the next decade or so.
 
Sorry folks, but I don't buy all these conspiracy theories about GF3 being delayed for political or other nefarious reasons. Throughout the whole process, the Chinese authorities have bent-over-backwards to speed everything up and to all appearances have been beyond accommodating. The contractors and workmen that have done the work have been amazing and I do believe that Elon has taken every opportunity to thank everyone over there for the massive effort they've put in and the amazing schedule they've achieved (finally he found someone that can work to "Elon time"!!).

I think it's either FUD or the due process having to be taken.

In any case, I think it's what's depressing the SP today - classic SP walk-down by the manipulators.

China is not going to delay Gigafactory 3.. Shanghai pollution ... it is caustic and burns your throat...
beijing-smog-1.jpg
 
On a more positive note, I did a little calculation for land use, and one can generate almost 100x the miles with an acre of solar panels vs an acre of corn ethanol, though it costs a bit more to plant a solar field than a cornfield.

On the plus side you don't have to re-plant your solar field every year.
 
So Elon quit Twitter for a whole 4 days?
He started posting yesterday, so technically 3?
But nothing sensational.

Today though...
1) <7:13
2) We’re making foundational upgrades to the core Tesla corporate OS. 2FA right after that.
3) Yes to 20 miles of underwater hyperloop to a BFR launch pad.
Pretty productive so far.

Sometimes I'm worried he will need several lives for everything he's planning for us.
 
Yep, he didn't even have to tell us. Apparently, we figured it out all on our own.

So it must be true! :D

So your India air pollution theory attacked by somebody(funny actually i agree with you), then anyone who disagree your opinion today suddenly lost the ability to identify their own position?

in case citation needed:
"
If you go back and look at what started most arguments you will see it was like mini-FUD attacks - statements that are out of left field and not supported by rational thought. Like Model 3 was demand constrained (or they would have made a lot more of them), India's air problem is agricultural in nature, EV's won't help. Etc.
"

Apparently FUD is so effective even our wise forum member lost the basic orientation due to FUD. Thank you for personally proving my theory. QED.
 
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How Tesla’s Rock-Solid Resale Values Can Make Buying A New One A Better Deal Than Buying A Used One

How Tesla’s Rock-Solid Resale Values Can Make Buying A New One A Better Deal Than Buying A Used One

"Though you may think it would be prudent to look for a used 2018 Tesla Model 3 compact sedan in the hopes you’ll save a few bucks over ordering a new model, think again.

Though you won’t find many up for grabs as yet, according to Kelley Blue Book, a dealer in the Chicago area would typically ask $47,323 for a 2018 Model 3 with average miles and in good condition or better. Several are listed on Carfax.com for between around $40,000 to nearly $50,000.

By comparison, a brand new Model 3 can be ordered for $39,480, less the $1,875 tax credit that remains available through the end of 2019. That means a pre-owned version with several thousand miles on the odometer would be listed at as much as $10,000 more than a factory fresh version. The Model 3 Performance fares better, as a new example equipped with enhanced Autopilot goes for $63,990, and would list at a dealership for $52,150. At that, the only 2018 Model 3 Performance we found being offered on Carfax within several hundred miles of Chicago was selling for $58,800, which is only $3,340 less than a new model when you factor in the tax credit."


Anybody know what the deal with the below story is? FUD? Or due to Raven causing older model S,X prices to drop? Some of the used price drops took place before Raven, which could be due to Tesla lowering prices on S,X earlier, and maybe also due to model 3 pushing S,X lower??

CarMax has stopped selling used Teslas

"Since last summer, used Tesla prices began a rapid descent. As we reported last year, in October 2018, the average used Tesla sold for $87.000 at CarMax. By December of that same year, the average Tesla price dropped to $60,400 — a drop of 31% in just a couple of months.

The price decline of used Teslas came as inventory swelled and the cars continued to age. By September, before they disappeared entirely from CarMax's inventory, the average Tesla was selling for less than $45,000. The declining price had a lot to do with aging Teslas as well as a small number of less-expensive used Model 3s becoming available, but the trend was clear.

It's unclear why CarMax has ceased used Tesla sales. It's possible that Tesla is looking to maintain control of aftermarket prices. It's also possible that CarMax is simply choosing to stick to cars that are easier to rehabilitate and warranty."
 
India's air problem is agricultural in nature, EV's won't help. Etc.
Lost orientation? I don't know what's so hard to understand.

India's air quality is bad, but what started the string of alarming articles a couple of days ago is smoke caused by burning fields.

Can you fix field fires by removing ethanol? No.
Can you fix car emissions by removing gas cars? Yes.

The string of posts talking about EVs here started with articles derived from fires. It's a correlation to the air quality issues, not a causation of the current fires.

Sometimes it feels like an echo chamber here.