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US Market Situation and Outlook (Rob Stark's American Megathread)

Discussion in 'TSLA Investor Discussions' started by Benz, Feb 4, 2015.

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  1. RobStark

    RobStark Well-Known Member

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  2. RobStark

    RobStark Well-Known Member

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    upload_2018-9-3_1-38-6.png

    upload_2018-9-3_1-40-9.png
     
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  3. RobStark

    RobStark Well-Known Member

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  4. RobStark

    RobStark Well-Known Member

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  5. 30seconds

    30seconds Active Member

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    So bascially by mid next year the Model 3 will be the all time sales leader for US plug ins.
     
  6. RobStark

    RobStark Well-Known Member

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  7. RobStark

    RobStark Well-Known Member

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  8. omgwtfbyobbq

    omgwtfbyobbq Active Member

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    Based on the top 20 AFVs sold in CA last year, every manufacturer combined generated about 150k credits. Tesla alone has hit 140k credits in the first half of 2018. To make matters worse, at least for existing manufacturers, they're only at ~50k credits for the first half of 2018.

    They can discount their plug-ins to sell more, but then they lower their profit margins. Granted, all the larger manufacturers have enough ZEV credits banked to last a year or two, but CA's set to increase the credits required every year starting in 2018 and Tesla's gonna eat their lunch if and when the ramp up SR production.

    Another other interesting possibility is if Tesla decides to limit ZEV credit sales at some point to prop up their value. They would lose out on a hundred million per year in revenue, but if they can limit availability to the point where other manufacturers have to pay more in ZEV fines, they would have a competitive advantage. They might not take much of a hit if they can get S/X production to 40k/quarter and sustain it.
     
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  9. RobStark

    RobStark Well-Known Member

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  10. RobStark

    RobStark Well-Known Member

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  11. ggr

    ggr Roadster R80 537, SigS P85 29, M3P 80k

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    Why is this in your "american megathread"? The mural is in Melbourne, Australia, I believe. :)
     
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  12. RobStark

    RobStark Well-Known Member

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    Cuz its cool and will get lost in the Market Action thread.
     
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  13. RobStark

    RobStark Well-Known Member

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    [​IMG]


    BTW Why is Hawaii stuck in the 90's?

    BTW II Funny how Vermont is Blue and New Hampshire Red.

    BTW III Alaska being Red is also curious.
     
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  14. RobStark

    RobStark Well-Known Member

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  15. Electroman

    Electroman Active Member

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    Hmm.. no so sure about that. We will see... I would be happy even with any sideways movement..
     
  16. RobStark

    RobStark Well-Known Member

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  17. RobStark

    RobStark Well-Known Member

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  18. RobStark

    RobStark Well-Known Member

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  19. RobStark

    RobStark Well-Known Member

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    Hat tip to @oneday

    September '18 USA

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  20. RobStark

    RobStark Well-Known Member

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