What will 2023 look like for Tesla? Our predictions. | Tesla Motors Club Podcast #30

Evpowerdan · Dec 22, 2022

Good streaming conversation.

A lot will change in 2023 for all EV mfg's. The perfect storm is happening right now:

1) More competition from all MFG's with EV's.
- - Means more incentives and ADM's a time of the past.
2) Higher interest rates.
3) A Flood of used cars from 15k repos a day.
- - Used values dropping quickly.
4) Wait times for all new EV's going down drastically. Flipping for profit is a time of the past.
5) Petrol Prices stabilizing for the moment off the highs from 12 months ago.

It's the polar opposite of the last couple of years, FOMO, low interest rates, high petrol prices and free money spiking demand artificially. Those days are well behind us now.

With the fed not providing clarity on the IRA EV portion of the bill criteria till 3/23 - which mfg's get the rebates will be key to pushing demand.

Technology and charging infrastructure are critical components that will drive adoption and demand. Tesla has those two dialed in - while the others are playing catch-up. The bill to build EV chargers are for new stations, not maintaining the current ones to work. Non-Tesla charging stations need drastic improvement on uptime stats.

SteelClouds · Dec 30, 2022

The feds just said that leases can get the tax credit regardless of where the packs are made etc... thats a big deal for a lot of folks.

LeoLeo · Jan 6, 2023

Disaster

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What will 2023 look like for Tesla? Our predictions. | Tesla Motors Club Podcast #30

Evpowerdan

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SteelClouds

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LeoLeo

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