The supercharging network gives tesla pricing power
over other EV manufacturers.
-
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
over other EV manufacturers.
2daMoon
Mostly Harmless
Looks like non-US car makers are pushing hard to get in on the IRA money
U.S. EV incentives could be vastly expanded via new Senate Bill
A bill recently proposed to the Senate could make substantial changes to the Inflation Reduction Act's EV incentives structure.www.teslarati.com
If this is considered over the long term it will bolster US sources of battery raw materials as the imported batteries will eventually be recycled. (likewise for the chassis materials) This expands the amount of the raw materials in the US over time at a rate that could exceed ramping up domestic mining, refining, and production.
It is like bringing the combined efforts of those foreign mines and materials processing facilities permanently to the US.
Not bad. Not bad at all.
larmor
Active Member
Yes, dependency is great and now energy distribution becomes the pivot shift for tesla if they can get solar to the sites or microwave wireless energy transfer, just saying (tinfoil hats or maybe graphene hats for sale TBD). Other traditional ICE manufacturers maintain pricing power over their customers with useless services visits--can't wait to see how they do this for their EVs.
More cars to be dumped in the ocean?
Someone is posting a chart with a Y-Axis that doesn't start at zero so it looks like volume is doubling when it's just up 12% or so...
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Already worked on some of the mega charging with them directly so no need to contact them. Thank you for your helpful wisdom and after 20 years of driving EVs I will certainly take your advice and "join the club".
Got this in my inbox, couldn’t resist to share the good news with you:
Gigapress
Trying to be less wrong
| Month | Production | Prod per Calendar Day | Prod per Calendar Week | MoM Delta in Prod per Day | Annualized (millions) |
| Jan 2021 | 24,819 | 801 | 5,604 | - | 0.30 |
| 2/1/2021 | 23,632 | 844 | 5,908 | 43 | 0.28 |
| 3/1/2021 | 30,791 | 993 | 6,953 | 149 | 0.37 |
| 4/1/2021 | 30,494 | 1,016 | 7,115 | 23 | 0.37 |
| 5/1/2021 | 36,861 | 1,189 | 8,323 | 173 | 0.44 |
| 6/1/2021 | 30,896 | 1,030 | 7,209 | -159 | 0.37 |
| 7/1/2021 | 37,052 | 1,195 | 8,367 | 165 | 0.44 |
| 8/1/2021 | 41,754 | 1,347 | 9,428 | 152 | 0.50 |
| 9/1/2021 | 50,258 | 1,675 | 11,727 | 328 | 0.60 |
| 10/1/2021 | 55,554 | 1,792 | 12,544 | 117 | 0.67 |
| 11/1/2021 | 56,917 | 1,897 | 13,281 | 105 | 0.68 |
| 12/1/2021 | 66,759 | 2,154 | 15,075 | 256 | 0.80 |
| 1/1/2022 | 68,117 | 2,197 | 15,381 | 44 | 0.82 |
| 2/1/2022 | 56515 | 2,018 | 14,129 | -179 | 0.68 |
| 3/1/2022 | 65814 | 2,123 | 14,861 | 105 | 0.79 |
| 4/1/2022 | 10757 | 359 | 2,510 | -1,764 | 0.13 |
| 5/1/2022 | 33544 | 1,082 | 7,574 | 723 | 0.40 |
| 6/1/2022 | 70,928 | 2,364 | 16,550 | 1,282 | 0.85 |
| 7/1/2022 | 38,719 | 1,249 | 8,743 | -1,115 | 0.46 |
| 8/1/2022 | 76605 | 2,471 | 17,298 | 1,222 | 0.92 |
| 9/1/2022 | 82088 | 2,736 | 19,154 | 265 | 0.99 |
| 10/1/2022 | 87706 | 2,829 | 19,805 | 93 | 1.05 |
ElectricIAC
Good-Natured Rascal
In fairness, by the time they went into the ocean you couldn't exactly describe them as cars.
Can't wait until Texas is pushing out Cars this fast.
Who am I kidding. What I mean is Cybertrucks. I can't wait until Texas is pushing out Cybertrucks this fast.
MartinAustin
Active Member
TSLA is down 3.26%. Not sure it's that unusual/Elon selling based on this:
Just another proof that the so-called Elon controversy is short-lived and the best products will sell. Below is the EV sales so far in Taiwan. Keep in mind only Model 3 is available for sale in Taiwan in 2022 as S, X and Y was not available until now. Even so, Tesla easily has 75% market share. The 10,000 Model Y order in a few weeks is just staggering.
Another interesting note is that during the presentation, Tesla mentioned that after Q4, there won't be any Model 3 imported from Fremont in the foreseeable future.
It's clearly not a demand issue but rather Tesla Fremont is going all in to focus in the US market thanks to the IRA.
| Model | Sep-22 | YTD 2022 |
| Tesla Model 3 | 661 | 6988 |
| Kia EV6 | 227 | 315 |
| Mini Cooper SE | 56 | 57 |
| Nissan Leaf | 56 | 56 |
| Porsche Taycan | 50 | 425 |
| Volvo XC40 Recharge | 42 | 106 |
| BMW iX | 23 | 240 |
| Jaguar I-Pace | 16 | 43 |
| Mercedes-Benz EQS | 14 | 42 |
| Porsche Taycan Cross Turismo | 14 | 115 |
| Audi e-tron Sportback | 11 | 137 |
| BMW i4 | 8 | 138 |
| Hyundai Kona Electric | 8 | 80 |
| Audi e-tron | 8 | 75 |
| CMC e-Veryca | 7 | 44 |
| Mercedes-Benz EQB | 6 | 6 |
| Hyundai IONIQ 5 | 2 | 181 |
| Audi e-tron GT | 2 | 77 |
| Peugeot e-2008 | 2 | 12 |
| Audi RS e-tron GT | 1 | 19 |
| Audi e-tron S Sprotback | 1 | 4 |
| BMW i3 | 1 | 2 |
| Honda e | 1 | 4 |
| VW e-Golf | 1 | 2 |
| Lexus UX300e | 0 | 89 |
| Fiat 500e | 0 | 7 |
| Mercedes-Benz EQC | 0 | 9 |
| Toyota bZ4X | 0 | 49 |
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To be honest, I'm just laundering money through TSLA with reserve cash (day trades). It just seemed a bit low today, and less low yesterday. Playing the lows for fun.
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