I think production rate over 1k, over 2k M3 delivered, and record S/X should be enough to get good SP growth.
Most of the market still think Tesla is pumping a few dozen cars a week, deep bottleneck issues, and will deliver under 1k M3 in Q4..
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I think production rate over 1k, over 2k M3 delivered, and record S/X should be enough to get good SP growth.
Most of the market still think Tesla is pumping a few dozen cars a week, deep bottleneck issues, and will deliver under 1k M3 in Q4..
erthquake
Active Member
The big 24-hour AM news station in Los Angeles is leading off their half hour business reports with Musk's tweet about the truck. Shows how huge the potential market is.
Reciprocity
Active Member
Noob question: Since InsideEv releases monthly US EV sales scorecard within 2-3 days of the new month, would they have an insight into number of M3 deliveries at present or by Thu-Friday (the scorecard says that InsideEV 'tracks all the plug-in sales')? Or do they get their data from somewhere only in the new month?
RobStark
Well-Known Member
Because they want to sell it.
And their CEO is not dating Amber Heard.
And yes, Karma Revero is a plug-in hybrid.
All true. And apparently because they don't have a boatload of unfilled orders or reservations for their $130,000 hybrid car.
sub
Active Member
First time I had seen commercial so I assumed it may be new, though I don't watch much live tv so I'm not surprised others have seen it many times.
Waiting4M3
Active Member
Inside Tesla's Marina Del Rey facility where Model 3 deliveries are taking place
The new Marina Del Rey delivery center can do 100 deliveries simultaneously.
Waiting4M3
Active Member
Which of these two predictions are correct as it will have a significant on the potential business growth:
https://www.greentechmedia.com/rese...c-car-how-will-it-impact-oil-power-and-metals
vs
Comment by PeterPiker “By 2035, there could be 125 million electric cars on the road, up from 2 million last year.”
An EV with 200 miles of electric range and an efficiency of 4 miles/kWh would require about 50 kWh of battery storage. So, 125 million of these EVs would require 6,250,000,000,000 (125,000,000 x 50,000) watt-hours, or 6,250 GWh. So, the 2035 battery capacity is off by an order of magnitude or the EV range is about 20 miles"
GTM predicts 3.5% gasoline/oil replacement by 2030 vs factor 10 error from the PeterPiker comment!
https://www.greentechmedia.com/rese...c-car-how-will-it-impact-oil-power-and-metals
vs
Comment by PeterPiker “By 2035, there could be 125 million electric cars on the road, up from 2 million last year.”
An EV with 200 miles of electric range and an efficiency of 4 miles/kWh would require about 50 kWh of battery storage. So, 125 million of these EVs would require 6,250,000,000,000 (125,000,000 x 50,000) watt-hours, or 6,250 GWh. So, the 2035 battery capacity is off by an order of magnitude or the EV range is about 20 miles"
GTM predicts 3.5% gasoline/oil replacement by 2030 vs factor 10 error from the PeterPiker comment!
I think this is the best tweet so far...
Elon Musk on Twitter
Sustainable energy production with solar and batteries will grow much faster than auto on a percentage basis. That will be a big focus next year, with primary remaining Model 3 ramp.
Ramping up TE is long overdue, and absolutely crucial
* for the world
* for Tesla's mission and financials (superchargers, GFs, selling PPs)
* for Tesla reputation. Nobody can complain of a more efficient AND greener way to produce and store energy
Cheaper and greener energy will also make the EV argument much more compelling, everywhere (Norway is leading, but I personally think that here Semis will make the difference). I'm quite excited for 2018.
Elon Musk on Twitter
Sustainable energy production with solar and batteries will grow much faster than auto on a percentage basis. That will be a big focus next year, with primary remaining Model 3 ramp.
Ramping up TE is long overdue, and absolutely crucial
* for the world
* for Tesla's mission and financials (superchargers, GFs, selling PPs)
* for Tesla reputation. Nobody can complain of a more efficient AND greener way to produce and store energy
Cheaper and greener energy will also make the EV argument much more compelling, everywhere (Norway is leading, but I personally think that here Semis will make the difference). I'm quite excited for 2018.
Esme Es Mejor
Member
By 2030, more than 90% of new cars sold will be EV. Because of previous years’ purchases, ICE cars could still be close to 50% of cars on the road, but high-mileage uses will switch to EV faster than low-mileage, so EV should be 60-70% of total miles by 2030.
I just read some threads mentioning end of year sales incentives and took a look what was available in Belgium. Absolutely zero. Not a single new Model S or X, not a single second hand Model S or X. Tesla apparently sold everything they had. I read similar comments a few weeks ago, but then there was still some availabilty in Belgium. I expect an absolute sales record this quarter. OTOH, this may be needed to offset the fallout of the Model 3 delay.
Reciprocity
Active Member
One million semis alone is equivalent to 30M cars in terms of fuel consumption. Semis actually seen much farther along in terms of having a variety of vehicles for every need, with the Tesla semi covering 80% alone. Busses seem well supplied as well. The model Y and Tesla pickup really do put the Cherry on top of vehicle mix Sunday. This covers the required vehicles to replace the vast majority of ICE vehicles. This will make it much easier for countries to outlaw ICE vehicles sales sooner then 2030 since production of the 3, Y, pickup and semi will be full bore before 2021-22. I fully expect production to ramp faster and faster for reach subsequent vehicle
Johann Koeber
Happy Owner
On the German Site all no used cars available. But there are 16 MS and MX available from the loaner pool.
It’s kind of correct, but has no point. First it leaves out the early years of amazon when they were cash flow negative.
Second that’s the whole point of investment rounds - you use the cash raised in order to accelerate the business faster than can be organically obtained. Investors don’t give you cash to put it into a 2% bank account.
Whole thing is pretty stupid
Second that’s the whole point of investment rounds - you use the cash raised in order to accelerate the business faster than can be organically obtained. Investors don’t give you cash to put it into a 2% bank account.
Whole thing is pretty stupid
larmor
Active Member
Amazon was for a long time, basically a broker connecting small time sellers with buyers and using volume discounts on shipping to create a margin. Tesla is repackaging parts to make a car, as do many auto manufacturers, but is also taking parts and assembling for serving the energy sector-- more like netlix, and only later on amazon, who are making their own media content to serve the entertainment sector....
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