Empty white cabinets to give off the illusion of a megapack, GLJ research is hot on the tails of this fraud!The megapacks just contain unsold cars that they are dumping in the ocean
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Empty white cabinets to give off the illusion of a megapack, GLJ research is hot on the tails of this fraud!The megapacks just contain unsold cars that they are dumping in the ocean
Demand is so low... /Troy
So if a person goes to buy a car on Jan 1, how will they know what discount they are getting? Isn't it point of sale?Tesla should benefit starting Jan 1.
Exactly how much remains to be seen due to needing the Secretary of Treasury's guidance.
Can someone explain the math? Net change 15 megapacks in a day would would imply that 15 more were shipped than produced. How do we go from this to production rate? It seems that we have one equation and two unknowns.This account seems to be watching the trucking in and out of lanthrop
Impossible. I was assured by many posters that Tesla was NOT battery constrained. Oh wait...maybe all the posters had their head in sand? Anyway I am glad to see energy waking up. They have been losing market share for years. Maybe they can get it back. It would be awesome to see price drops on mega packs.
Don't know why Tesla won't just give out EAP for free. That has zero impact on margins, tho not that the last 9 days of deliveries will make a difference in margins with the discount.
This news already came out at 4:37pm from electrek and did nothing to AH trading.Well @#%K . . . queue the "demand problem" rumors for tomorrow's trading
For 2023 we'll likely see production and deliveries increase every quarter, assuming we don't have any more city wide shutdowns in China, which I think its safe to say those are behind us now. Similarly due to Berlin and Austin ramping we'll probably see margins increase over time, or at the least hold steady if we see some price drops due to the recession.
In any case what really matters is the race to 300 TWh cumulative battery deployment. Master Plan Part Trois will be all about tonnage and extreme scale.Tesla was battery cell constrained going into COVID. When the chip shortage happened, TSLA had chip constraints that rendered their cell constraints temporarily moot. At that point TSLA would be cell constrained if they were not chip constrained. During the Q3 2022 earnings call (IIRC), it was stated that Tesla was no longer constrained by cells for the first time for a long time (and according to Martin, that is apparently still the case). Obviously, they were treating the previous underlying cell constraints as still being there even though the chip constraints were the temporary limiting factor. It depends on whether you are looking at the supply chain on a week-to-week basis or quarter-to-quarter/year-to-year basis. Manufacturing is hard.
It looks like you are confused when you accuse people of having their head in the sand because you are not interpreting Martin's comments in the broad context with which they were offered. He is saying that, overall, they were still constrained by batteries through the chip shortage, even though chip supply was limiting production through the middle of the chip shortage. Context matters.
He's so full of *sugar* leaving out the context.Troy going full Greg with the FUD...
YES! Spot on post. Finally though energy is moving. Personally I am hopeful that the entire world has tipped to renewables, battery storage is such a no brainer that economics alone drive change, just like the semi.In any case what really matters is the race to 300 TWh cumulative battery deployment. Master Plan Part Trois will be all about tonnage and extreme scale.
If half of that target is for stationary storage and we're trying to get the mission accomplished in the next few decades then we'd need hundreds of Lathrop-sized factories each making 40 GWh/year. This Lathrop factory is just an easy little experimental warmup exercise compared to what's coming. We will actually need around ten terafactories each on the order of 1 TWh/year production output.
At Berlin and Austin we currently have 2 factories ramping and upgrades were done this year to squeeze more production out of Fremont and Shanghai.Because Tesla wants to grow 50% per year. So need to start building new factories pretty soon (takes 1.5 years realistically to build, probably longer in Mexico and other places).
Here ya go.Well @#%K . . . queue the "demand problem" rumors for tomorrow's trading