How much in ZEV/Other Credits will Tesla recognize in 3Q18?
Please feel free to present your argument in a reply below.
Please feel free to present your argument in a reply below.
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ZEV/Other Credits Q3
- Thread starter ValueAnalyst
- Start date
I am not sure Tesla breaks our zev vs ghg credits. I think zev will be $100MM. ghg credits might be half that.
omgwtfbyobbq
Active Member
ZEV credit sales will better than last quarter, probably $200-$300 million, but I think Q4 is where Tesla's really going to sell a lot of credits.
This SA post is IMO pretty good overall, but I'm not as sure about total ZEV credit purchases matching last year's total of 130,000.
Tesla's ZEV Credits: Iceberg For Shorts, Life Boat For Longs - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha
Based on the Q1/Q2 CA figures, Tesla is well ahead of where they were last year, and all of the other manufacturers combined have only reached roughly a third of their 2017 credit totals.
US Market Situation and Outlook (Rob Stark's American Megathread)
If the 3 takes as many plug-in sales away from other manufacturers as I think it will, they may need an additional 50k credits compared to last year. Or they can cut the prices on their plug-ins, but then they lose money on sales instead of via credit penalties, so that might be six of one/half dozen of another.
This SA post is IMO pretty good overall, but I'm not as sure about total ZEV credit purchases matching last year's total of 130,000.
Tesla's ZEV Credits: Iceberg For Shorts, Life Boat For Longs - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha
Based on the Q1/Q2 CA figures, Tesla is well ahead of where they were last year, and all of the other manufacturers combined have only reached roughly a third of their 2017 credit totals.
US Market Situation and Outlook (Rob Stark's American Megathread)
If the 3 takes as many plug-in sales away from other manufacturers as I think it will, they may need an additional 50k credits compared to last year. Or they can cut the prices on their plug-ins, but then they lose money on sales instead of via credit penalties, so that might be six of one/half dozen of another.
You raise a great point, which I haven’t seen this discussed. Note, however, that Model 3 has so far taken more sales from ICE than other plug-ins
omgwtfbyobbq
Active Member
voyager
Active Member
See so many stats about how much Tesla earned in ZEV credits. It looks like 2.8 billion is a good estimate so far (till Jan 1 2021).
Anyone?
Anyone?
Doggydogworld
Active Member
Page 5 of the Q4 Update Letter shows 3.25 billion from 2016-2020. Pre-2016 probably adds another half billion or so, the 10-Ks would have details.
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