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US Federal $7,500 Electric Vehicle Credit Expiry Date By Automaker

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Insideevs seems to have reasonable numbers.
The 6 Automakers Closest To Losing Federal Tax Credit

Poke around their site a bit they also have estimates for Model 3s produced so far this quarter. Best I can figure, Tesla will produce enough Model 3s to put them over the limit by about 20k. Whether or not they figure out a way to stall that many is the interesting thing.

It's almost over ... Tesla – 183,801 (estimated, excluding Tesla Roadster):cool:

 
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It's almost over ... Tesla – 183,801 (estimated, excluding Tesla Roadster):cool:

And to be clear, they exclude the Roadster because it doesn't count towards the 200,000 because it was sold prior to the reporting period that does count.

I still have no doubt that they'll push 200,000 US into July to keep the $7,500 until the end of 2018.
 
I thought that some of the Roadster deliveries did count, but there wasn't good data to know how many to include.

Pre 2010 don't count and the inside EVs totals put them all pre 2010 or it's just really vague what they mean for the "other category" there.

Monthly-Plug-In-Sales-2011-2010finalv5.2-2.png



Tesla exceeds 1,500 Roadster deliveries worldwide Says 1,500 were delivered worldwide before 2011 but how many were US after Jan 1 2010? It can't be very many. But I suppose it's greater than 0. Call it 200?
 
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It should be noted that this is a source who was very wrong in the past- I was supposed to be getting my Model 3 in late November and it will be July 2018.

The problem with analysis with incomplete data is, even if that data is reliable and well-researched, you simply don't know what you don't know and history shows many boneheaded results from business to intelligence agencies.

Tesla has a big stake in the game when it comes to average sale price and reservations turning into orders, and hitting 200k in late 2Q doesn't serve either of those.
 
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If you analyze the speed of a car heading towards a stop sign you can be 9x% sure it will roll through the intersection without stopping if you ignore the fact that the driver is likely to push the brakes.

Troy just puts his bias in there and then puts BS percentages on them to make it sound like he has some sort of certainty.

I'm 90% sure that his 9x% sure scenario is the wrong one.

June 30th is the stop sign, Elon Musk is the driver. I think he'll put on the brakes before hitting the intersection of 200,000 and June 30th and wait for July 1st to roll around before stomping on the go pedal.
 
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If you analyze the speed of a car heading towards a stop sign you can be 9x% sure it will roll through the intersection without stopping if you ignore the fact that the driver is likely to push the brakes.

Troy just puts his bias in there and then puts BS percentages on them to make it sound like he has some sort of certainty.

I'm 90% sure that his 9x% sure scenario is the wrong one.

June 30th is the stop sign, Elon Musk is the driver. I think he'll put on the brakes before hitting the intersection of 200,000 and June 30th and wait for July 1st to roll around before stomping on the go pedal.
Brakes.....hhhhhhh.......
 
Tesla won't hold S/X (higher margin/revenue) delivery but they will hold Model 3 delivery to push 200K into Q3

No need to hold back S or X, ship as many of those as they have orders for, full speed ahead. No matter if they are US, Canada, overseas, to Mars, wherever, any one they can sell ship it.

Model 3 they can ship as many to Canada as they have orders for, full speed ahead.

Model 3 production they can keep going, full speed ahead whenever they want in June.

Model 3 deliveries for US they need to hit the brakes in June, hit the go pedal in July.
 
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No need to hold back S or X, ship as many of those as they have orders for, full speed ahead. No matter if they are US, Canada, overseas, to Mars, wherever, any one they can sell ship it.

Model 3 they can ship as many to Canada as they have orders for, full speed ahead.

Model 3 production they can keep going, full speed ahead whenever they want in June.

Model 3 deliveries for US they need to hit the brakes in June, hit the go pedal in July.
Yes and Musk only promised positive cash flow/profitable Q3/Q4, not Q2.

They just have to show hitting 5K/weekly, decent amount of Model 3 production in Q2 and large number of Model 3 in transit for a decent Q2