Those three countries make up a bit over half of European deliveries. So nearly double it. Then there's Chinese deliveries - they got as many ships, yet appear to have made less deliveries than Europe (due to customs delays), meaning even more inventory. And beyond the EU and China, there's also Canada and Mexico (although they won't represent much inventory) for Model 3, and a good number of additional markets for S+X.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Those three countries make up a bit over half of European deliveries. So nearly double it. Then there's Chinese deliveries - they got as many ships, yet appear to have made less deliveries than Europe (due to customs delays), meaning even more inventory. And beyond the EU and China, there's also Canada and Mexico (although they won't represent much inventory) for Model 3, and a good number of additional markets for S+X.
Wait, April numbers for Europe wouldn't tell us, right? None of the production from April was actually delivered in April in Europe...
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That's exactly the problem. I know they have this "policy", for idealism reasons i guess. But for your mission, you can't afford too much other idealism.
⚡️ELECTROMAN⚡️
Village Idiot
The Youtube video and the one on CNBC looks the same. Both about eight minutes long with same content. Is there a longer interview out there?
That, that, that is astonishing!
Precision in chemical engineering is always a hard problem, a problem I know that China struggles with. Chinese drug companies can't produce generic drugs with the same effectiveness. So poor Chinese people are forced to buy imports with sky high prices. The imprecision is the leading cause of battery cell quality problem.
I did not know everybody struggles with it. I suspect LG and Samsung are probably at the same level. I guess the 30% scrap rate is due to the fact that Tesla has a higher acceptance standard and pretty good quality verification system. Other EV builders are probably forced to eat the lower quality cells, leading to the low efficiency in their offerings.
Would not surprise me whatever Maxwell tech is implemented in batteries may not include Panasonic producing it. Maybe Panasonic knows this too, explains the cut back in investing.
Let's all just agree that clearly, some people are not going to come to agreement until we see May numbers 
So May will not just be important for showing the effects of the S/X refresh (assuming Tesla ramps production well), but also for "April numbers hypothesis busting"
So May will not just be important for showing the effects of the S/X refresh (assuming Tesla ramps production well), but also for "April numbers hypothesis busting" It was in Tesla's frickin' quarterly update letter. (Though those who were paying attention knew about it already.)
I don't feel the need to be polite about this.
X Fan
Active Member
I’ve had other pressing issues last couple of days so I can’t catch up to the 500+ posts that I’ve missed.
Briefly scanning, the most worrisome (or depressing I suppose) is that the battery investment/production from Panasonic seems to have flatlined and that’s a real limiter to profitability.
Hopefully, I’ve just scanned too briefly.
Am I wrong?
Thanks
Briefly scanning, the most worrisome (or depressing I suppose) is that the battery investment/production from Panasonic seems to have flatlined and that’s a real limiter to profitability.
Hopefully, I’ve just scanned too briefly.
Am I wrong?
Thanks
Wooloomooloo
Member
Since you're new here, I'll be polite.
"No."
Those cars were (mostly) on ships. They were supposed to make it to Europe and China at the end of March. They didn't. They landed at the beginning of April. They were delivered in April. (Then there's a gap of no deliveries in Europe, as Karen explained, before the cars being produced in April make it to Europe and China.)
No, because a couple of ships were still in transit.
I have been following the Tesla story for some time. I am a recenty retired pilot for Fed-Ex so I am well acquainted with most overseas locations Tesla sells cars. I can see rudeness continues to dog New Yorkers like yourself.
If you stick around, you'll notice that @neroden tends to be... blunt. But usually fair. We love him anyway.
I know. OPs premise is so flawed it's hardly worth replying. Tesla will be cashflow positive again next quarter and won't need any outside help. The only reason to get external capital is to mitigate unforeseen risk or expand more quickly.
There was, dude.
You misread the chart. It was cumulative deliveries for the month, not daily deliveries. Understandable mistake, it was poorly labelled, but you should have noticed that the lines only ever went up. Notice lots of deliveries early, then flatlining (indicating zero deliveries) late in the month.
Being a competent investor requires some attention to detail, including noticing things like that.
Hah, good point!
May delivery numbers for Europe then! Or ship loadings. I haven't been following the ship loadings, what's the current guess on Euro ships and China ships?
Unfortunately there are no Chademo or CCS adapters in North American for the model 3
The Leaf plus does not suffer from the “rapid gate” issues of the standard Leaf.
Right, thanks for this, Karen. So a rough estimate might be that the inventory-in-transit at the end of Q1 was 3000 Europe, 4000 China, 3000 North America (including Canada/Mexico).
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