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RobStark
Well-Known Member
RobStark
Well-Known Member
RobStark
Well-Known Member
RobStark
Well-Known Member
omgwtfbyobbq
Active Member
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.
RobStark
Well-Known Member
RobStark
Well-Known Member
Why is this in your "american megathread"? The mural is in Melbourne, Australia, I believe.
RobStark
Well-Known Member
Why is this in your "american megathread"? The mural is in Melbourne, Australia, I believe.
Cuz its cool and will get lost in the Market Action thread.
RobStark
Well-Known Member
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.
RobStark
Well-Known Member
Hmm.. no so sure about that. We will see... I would be happy even with any sideways movement..
RobStark
Well-Known Member
RobStark
Well-Known Member
RobStark
Well-Known Member
RobStark
Well-Known Member
