Passenger cars and light trucks are not the same. The Cybertruck is a light truck. Not a small passenger car.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Passenger cars and light trucks are not the same. The Cybertruck is a light truck. Not a small passenger car.
JRP3
Hyperactive Member
Reminder that NEV includes hybrids. I see some in the comments crowing about BYD killing Tesla in sales.
Byd's most popular Ev is a short range car that cost like 10k cheaper than the cheapest Tesla so it's never apples to apples.
Based on AAAS member comments, (the parent of Science is the American Academy for the Advancement of Science,I am a member) it seems that there appears to be high probability that these processes can be made both economical and practical. As usual with scientific advance, production at scale is an engineering problem, not scientific. I rather suspect most of us have high respect for Tesla engineering.
This does establish, if it can be replicated, of course, that broad based widely diverse applications can be practical. Before this such things as long range aircraft, ships and others might not be possible, just he stuff of science fiction. Once this has been replicated by others, the truly giant efforts would begin very quickly.
This is really different than most other approaches because the science is clear enough that engineering can begin, once these results have been replicated by others. Given their funding sources the commercial applications will not be impeded over much by patent issues.
Finally, Tesla/SpaceX have certainly been well aware of this and have been examining the possibilities. In my very humble opinion, given the evidence suggested abundance becomes a minor issue simple because of the enormous efficiency offered, so the total resource requirements would be a tiny fraction of those used in the current best practice.
Further discussion belongs in a different thread. For this one the lesson I believe is appropriate is that the growth we all assume will be limited by scarce materials mining, refining and recycling. Despite the scarcity of, for example, molybdenum phosphate and the novel manufacturing challenges, this or other similarly beneficial solutions will happen within a few years. Given the worldwide efforts I think we'll see li-ion technologies replaced within a decade.
Once all the debates have happened, endless threads have been filled and scientific efforts worldwide develop cheap and efficient alternatives the lesson is that we are only a couple decades away from renewable dominance, whether this is the Holy Grail or not.
For those who want to wade deeply AAAS membership is not expensive nor restrictive:
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Stretch2727
Engineer and Car Nut
Good global summary of EV's for 2022.
www.ev-volumes.com
EV-Volumes - The Electric Vehicle World Sales Database
EV-volumes is a database of sales statistics, charging infrastructure, batteries, car models, and sales forecasts for plug-in cars. EV-volumes also delivers market studies and reports
www.ev-volumes.com
It's now official that Europe is at 9101 cars for January 2023.
January 2022 was 844.
I know this is not a 10x trend, but my gut says it's bullish nonetheless.
January 2022 was 844.
I know this is not a 10x trend, but my gut says it's bullish nonetheless.
OK, so what does that mean in terms of Cybertruck meeting EU regulations?
There seems to be a consensus here, and elsewhere, that when the Fed stops raising rates, they will start lowering them. I don’t believe so. We are just getting back to typical rates in a healthy economy. They will just hold the normal range with small adjustments as they used to. Hopeful, the Fed has learned their lesson from zero interest rates. If they desire to break inflation beyond what has happened, it will take Volker type rates. Even then, the economy did better not worse as they broke stagflation.
JusRelax
Active Member
Along with this, the total number of new Model Y's availalbe in inventory across the US is SEVEN vehicles now. #NoDemand
Artful Dodger
"Neko no me"
That's just for Retail short sellers, who are forced to play by the actual rules. Whereas, any two* Options Market Makers can simply play 'hot potato', swapping their naked shorts (on which they play no interest since these shares do not exist and thus have no payee). Then, if they eventually do create a fail-to-deliver (FTD report expected to be filed only after 14 days), they can simply move those shares to a satellite exchange like Toronto TSX where the FTDs are nolonger reported to FINRA.
TL;dr It's a rigged game, Retail is fleeced on the long and the short side by MMs+Hedgies
P.S. *last I heard, their were 28 registered entitities making a market for TSLA Options
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This needs to continue being the case after whatever happens with the IRA tax incentives when the Treasury provides guidance, but so far the price cuts + tax incentives are working their magic domestically. It's not that there will ever be no demand, the question is what is the demand at what price.
European inventory looks far too high but who knows what those numbers represent in terms of physical vehicles. But Europe is being hit worse by inflation etc than North America.
...and we wonder why many of us still think they can consistently win in this game.
Dikkie Dik
If gets hard, use hammer
Mainly cars on boats due to arrive this month.
A small percentage that is not yet matched, or orders that got cancelled or something like that.
FWIW Model Y inventory in the Netherlands stands at 25 cars.
CNBC put up the clip of Ron talking about inflation, but NOT the clip of him talking about Tesla. Figures!
I think there's something wrong with this.
I'm currently seeing just over 1k in US inventory (still low of course).
Source: Total US Inventory
Interest rates will stay high for years. Inflation is projected to go down to around 4-5% in 2024, still a far cry from the targeted 2%. I do expect economic numbers to get worse later this year.
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Stretch2727
Engineer and Car Nut
As well, used prices will start to go up for the people that can't wait a few months. We saw this last time around when there were waits.
bkp_duke
Well-Known Member
Your chart is total inventory, S, 3, X, Y, his chart was just Y.
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