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Tesla’s First-Quarter Deliveries Plummet

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Re: Tesla’s First-Quarter Deliveries Plummet

#41

Post by SEJeff »

_red wrote: post #19

Has anyone ever calculated the total environmental impact of a Tesla? It seems that Power Stations + Millions of Tons of mining for rare earth minerals must make this a mega-polluter?

Admittedly a biased source, but their reasoning seems sensible: https://www.teslarati.com/tesla-greener-think-getting-greene...

As the cost of solar + wind + static storage drop, the more renewable energy sources are used to power factories. The more renewable source used to power factories, the greater the impact on the vehicle. In this, Tesla leads the way.

Re: Tesla’s First-Quarter Deliveries Plummet

#42

Post by adrr »

genie514 wrote: post #8

This figure makes me wonder how other car manufacturers are able to generate demand. Honda alone sells 1m+ cars per year in the US. For all the news, Tesla will likely make 400k deliveries during entire year around the world.

Honda makes gas cars which can be filled up in 5 minutes from tens of thousands of gas stations across the US. It is not Tesla vs Honda it is electric vs ICE.

Re: Tesla’s First-Quarter Deliveries Plummet

#43

Post by allset_ »

delfinom wrote: post #37
mrfusion wrote: post #14

Earlier quoted context omitted.

Lower prices? Cars geared toward the Everyman.

This is a big part of it. Tesla marketed their new lowend "$35K" Model 3 option but even that's them covering up the real price is $45k up front. Depending on where you live, you may get $5k back in tax credits the next year and then they throw on a $5k gas savings estimate bullshit which is ridiculous. It isn't until you click the see details button in their order system that you see the true price. That's $45k some…

> Tesla marketed their new lowend "$35K" Model 3 option but even that's them covering up the real price is $45k up front.

No it's not. The Standard Range Model 3 is $35K up front and $27k with their (ridiculous) estimated savings.

Re: Tesla’s First-Quarter Deliveries Plummet

#44

Post by piokoch »

Dumblydorr wrote: post #27
frontloadpro wrote: post #18

Earlier quoted context omitted.

Tesla's market is extremely niche. Luxury car to an uneducated car buyer. Car enthusiasts won't get a Tesla because Tesla's ARE inferior to the competition at that price point. You don't buy a Tesla because you want your car to work for 2 years without breaking, you buy a Tesla to show friends. I know luxury Ford products sold 20k/yr, and those were some seriously high end SUVs. Same price point. I cannot see how Tea…

Teslas are superior, not inferior. It's simple physics, BEV means higher acceleration, lower center of gravity, better cabin volume, quieter, and most importantly: you don't contribute nearly as much to destroying the climate or causing asthma and emphysema in children. How do you counter these basic BEV advantages? Are you in favor of releasing emissions for thousands of years?

You are right. The problem is that it is not perception of luxury car buyer. First of all Tesla does not have luxury car design, interior does not look as flashy as the one from competition.

In addition someone who typically buys top Mercedes model that uses 15 liters of gasoline per 100 kilometers every 3 years, buys new iPhone every two years, flyes 5 times a year to spend holidays in a beautiful but distant locations simple does not give a crap about climate changes. That is obviously such person is very pro-eco and wants to fight climate changes (verbally) and even donates some anti global warming foundation and advocates strict CO emission regulations (especially in developing countries) but the last thing such person would do is to restrict its own consumption.

Re: Tesla’s First-Quarter Deliveries Plummet

#45

Post by [deleted] »

sschueller wrote: post #21
this_user wrote: post #7

Apparently, they have 10,000 cars in transit to customers right now as part of their international roll-out. Still came in worse than the worst analyst estimates. US deliveries of the M3 also tanked in January and February after a record December. March saw an uptick, but it's still far below the December number. But this has likely to do with the end of the subsidies.

Tesla appears to have huge logistical issues in Europe and else where. From the mess with the delivery of Rich's [1] Model X or one German Youtubers[2] Model 3. Here is a video of Tesla's pilling up in a mall parking garage [3] At this rate the company will not exist very long even if they make the best car. Why is Tesla so incompetent when it comes to logistics when others do not have these issues? Who is in charge?…

[deleted]

Re: Tesla’s First-Quarter Deliveries Plummet

#46

Post by mft_ »

Xixi wrote: post #24
Brakenshire wrote: post #10

Earlier quoted context omitted.

This is about deliveries, not demand. They still have a large backlog of orders, and they haven't even entered the European market yet.

They started delivery of the Model 3 in Europe in February. But Tesla's cars are quite a bit too bulky for many European countries, where Nissan Leaf and Renault Zoe dominate sales.

LOL... do you live in Europe?

The model 3 is (to within a couple of cm) the same size and class as the Audi A4 and BMW 3-series. And I can assure you that they are very very common cars here.

Likewise, the X is similar to (say) the Audi Q7, the BMW X5, and the Porsche Cayenne, and again, those are pretty common.

Re: Tesla’s First-Quarter Deliveries Plummet

#47

Post by zaroth »

delfinom wrote: post #37
mrfusion wrote: post #14

Earlier quoted context omitted.

Lower prices? Cars geared toward the Everyman.

This is a big part of it. Tesla marketed their new lowend "$35K" Model 3 option but even that's them covering up the real price is $45k up front. Depending on where you live, you may get $5k back in tax credits the next year and then they throw on a $5k gas savings estimate bullshit which is ridiculous. It isn't until you click the see details button in their order system that you see the true price. That's $45k some…

No. Please get your facts straight!

The $35k Tesla is $35k before any rebates or savings are taken into account.

The $35k Tesla has a price after estimated savings of $24,450 in Massachusetts.

$24,450

$6,250 of that savings is in the form of a $3,750 tax credit and a $2,500 check.

So even if you factor in zero fuel cost savings the purchase price after rebates is $28,750.

Stunningly inexpensive for an EV. This is lower TCO than Accord or Camry.

Re: Tesla’s First-Quarter Deliveries Plummet

#48

Post by [deleted] »

bryanlarsen wrote: post #40
gizmo wrote: post #26

Earlier quoted context omitted.

The analyist with the best track record (and it isn't even close) is @coverdrive12 on twitter and he called 65,000 optimistic yesterday. This big miss doesn't come as a surprise to anybody who has followed those who track the VINs, shipping data, and activity at the Tesla stores. I should also point out that Musk's reiterated guidance of 500,000 cars this year is absolutely absurd at this point.

The reiterated guidance was for 360,000 - 400,000 cars. Tesla still doesn't want to sell $35K 3's, they've still got huge delays on those. And of course there's soft demand for $55K 3's, $85K S's and $100K X's in a market that includes $35K 3's. It's the mix of $35K 3's they sell that indicates demand while they're production constrained, and that number is still essentially zero, so I'm still confident they can sell…

[deleted]

Re: Tesla’s First-Quarter Deliveries Plummet

#49

Post by sowbug »

delfinom wrote: post #37
mrfusion wrote: post #14

Earlier quoted context omitted.

Lower prices? Cars geared toward the Everyman.

This is a big part of it. Tesla marketed their new lowend "$35K" Model 3 option but even that's them covering up the real price is $45k up front. Depending on where you live, you may get $5k back in tax credits the next year and then they throw on a $5k gas savings estimate bullshit which is ridiculous. It isn't until you click the see details button in their order system that you see the true price. That's $45k some…

Please show where you came up with the $45K price. On https://www.tesla.com/model3/design, a black RWD standard range Model 3 with no options is exactly $35,000 (or "$26,950 after savings").

Re: Tesla’s First-Quarter Deliveries Plummet

#50

Post by youngtaff »

Reason077 wrote: post #35
sschueller wrote: post #29

Earlier quoted context omitted.

But how do you not plan for that? It's not that people are waiting for non existing cars. They are waiting for cars that have been produced and are sitting in lots and ship yards.

While these bad experiences reflect poorly on Tesla and shouldn't happen, I don't think they are normal. It seems like most people are not waiting very long in Europe and have a smooth delivery experience. Norwegian YouTuber Bjorn Nyland ordered a performance Model 3 and got it in 8 days. (The cars stored in the parking lot you linked to are clearly used inventory: probably trade-ins. Not new Model 3s.)

Repairs in Europe seem a mess - a friend had to wait months for a replacement windscreen
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