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Hertz orders 100k Teslas

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Re: Hertz orders 100k Teslas

#401

Post by iso1210 »

mike_d wrote: post #275
proggy wrote: post #248

Earlier quoted context omitted.

Not to mention that if the charger is on-premise, there is no longer a personnel need to drive gas-depleted cars to an offsite refueling station. That may add up to significant labor savings.

> there is no longer a personnel need to drive gas-depleted cars to an offsite refueling station Rental car depots have their own on site gas stations. Fuel on return is one of the highest profit margins rental companies have.

In the last couple of months I've rented cars from about 10 (Enterprise) locations in the UK, only Heathrow had it's own fueling station.

Re: Hertz orders 100k Teslas

#402

Post by iso1210 »

SavantIdiot wrote: post #180
reustle wrote: post #135

Earlier quoted context omitted.

Just checked. At least Booking has a "ev charging station" filter when searching for places to stay.

There is one problem coming: people fighting over chargers. I was in a Target parking lot with two people fighting over who got to the charger first. Fortunately the mall 5 miles away has a Tesla outlet and a dozen underground charging slots.

We had that last month in the UK with people fighting over gas.

https://metro.co.uk/2021/09/29/more-petrol-fights-break-out-...

https://www.standard.co.uk/news/london/fights-petrol-station...

In the US, people constantly pull out a gun at fast food outlets because they've got the wrong type of cheese on their waffle, or because burger king don't take discover, or some nonsense.

https://www.msn.com/en-us/news/crime/waffle-house-employee-p...

So yes it's inevitable

Re: Hertz orders 100k Teslas

#403

Post by iso1210 »

londons_explore wrote: post #372
petra wrote: post #328

Earlier quoted context omitted.

Which cars are 60 mpg?

Most cars in Europe where fuel is much more expensive, and therefore manufacturers put a lot of effort into energy efficiency.

60mpg (us) is 72mpg (uk), or 4l/100km. A Vauxhall Corsa may claim that[0], but I've got one at the moment as a rental and don't get anywhere near that, more like 45-50mpg (uk) - so about 40mpg (us).

[0] https://www.parkers.co.uk/best-cars/most-economical-cars/

Re: Hertz orders 100k Teslas

#404

Post by ZeroGravitas »

tappio wrote: post #400
ZeroGravitas wrote: post #387

Earlier quoted context omitted.

That 90% is much easier to replace than you think because its mostly wasted as heat and inefficiency. Once you factor in the fossil fuels used to extract fossil fuels it all topples pretty quickly. The main source of trouble will be people ignoring the issue until it becomes urgent and not planning a smooth transition, global procrastination rather than the actual task itself.

I like your optimism. I just don't see how we can produce and transport food, electronics, and specifically windturbines, solar panels and batteries on a global scale without using massive amounts of fossil fuels. Actually, I would love to see a the real "energy footprint" of a solar panel. Like, how much mining, transporting, manufacturing and installing the panels consumed energy, and how many days it takes for a p…

You can find these online, they've been doing them for years. Though maybe note that "energy" isn't really the problem, it's the greenhouse gasses that have sparked this changeover. "Carbon payback time" is a common phrase. It's now getting into the "this is both cheaper and better regardless of carbon" phase, but it wouldn't have been pushed this hard if the numbers didn't stack up in theory.

Re: Hertz orders 100k Teslas

#405

Post by penjelly »

panick21_ wrote: post #383
rich_sasha wrote: post #375

Earlier quoted context omitted.

So is Tesla another labour rights arbitrage at heart? That would make me sad. It feels to me that even taking the company at face value, this valuation is just silly. And I thought that for years, so clearly as a short-seller I’d be toast. But the more the price levitates, the more unreal it feels.

No it isn't. The difference between union and non union is far smaller then people have in the idealistic fantasies. Tesla employees are payed just as well, and with stock options they actually historically have been paid WAY, WAY better. The thing about Tesla is that its forward looking for a long time since they have a stable leadership with a clear long term plan. This leadership has been leading the company for m…

youre right that at least one person thinks thats crazy. Strange how we all see what we want to see in the end. Myself included.

Re: Hertz orders 100k Teslas

#406

Post by iso1210 »

aembleton wrote: post #361
petra wrote: post #328

Earlier quoted context omitted.

Which cars are 60 mpg?

The aforementioned Renault Clio. https://www.parkers.co.uk/renault/clio/hatchback-2019/iconic...

That's 56mpg (American gallons are smaller). It's also a claimed number, real numbers tend to be about 70% of that, which would make it about 40mpg (US).

https://www.honestjohn.co.uk/realmpg/renault/clio-2013

Re: Hertz orders 100k Teslas

#407

Post by _ph_ »

panick21_ wrote: post #389
_ph_ wrote: post #321

Earlier quoted context omitted.

This isn't just a very profitable deal for Tesla, it is a strong indicator towards that electric cars are really around to stay and that the electric car market is growing quickly. If it is more profitable for Hertz to buy Teslas than other brand cars, it should be for most car rentals and probably also most other customers. Not too long ago Elon talked about Tesla making up to 20 million cars per year in 2030. That…

Why is this not profitable for Tesla? The cars were bought at full consumer prices and Tesla has very good unit margin. In 2012 Elon predicted 500k vehicles in 2020 and he was spot on. So lets see the 2020 prediction for 2030.

I think this is profitable, but my post was about that the profit goes far beyond the money earned in this contract. Perhaps I shouldn't have used double negation :)

Re: Hertz orders 100k Teslas

#408

Post by panick21_ »

_ph_ wrote: post #407
panick21_ wrote: post #389

Earlier quoted context omitted.

Why is this not profitable for Tesla? The cars were bought at full consumer prices and Tesla has very good unit margin. In 2012 Elon predicted 500k vehicles in 2020 and he was spot on. So lets see the 2020 prediction for 2030.

I think this is profitable, but my post was about that the profit goes far beyond the money earned in this contract. Perhaps I shouldn't have used double negation :)

Probably not your fault, my dyslexia means sometimes I don't understand what I read. I think I missed the 'just'.

Re: Hertz orders 100k Teslas

#409

Post by goddstream »

I was once told, by a car rental chap, that the rental companies don't make money renting out cars; instead, they make money by putting some miles on the cars in their fleet, and then reselling them at a profit.

He told me that the deals the rental companies have with the manufacturers are along the lines of "you will buy 5000 cars at a large discount, but you can't sell them until they have 5000 miles on the clock". So they buy lots of cars at a HUGE discount and then later sell them for MORE than they bought them for.

If this is true, then it makes sense for the rental companies to invest in EVs, because (a) there is customer demand for them, but more (b) because the market for second hand EVs is good.

Re: Hertz orders 100k Teslas

#410

Post by stetrain »

bink wrote: post #290
caf wrote: post #194

Earlier quoted context omitted.

We've given plenty of friends a chance to drive, it takes maybe 30 seconds to explain the drive stalk and park brake. The driving with regen is if anything similar to a dodgem car.

The drive stalk and the parking brake, sure. But are you explaining to them how to shift into neutral? How to turn on/off the windshield wipers? Headlights? Pairing phones to use as keys? How to use the valet card? I have a model 3 but I forget this crap all the time. They'll need to provide decent documentation beyond the touch screen (and I'm sure they will).

Most people won’t need to touch those things. Headlights and wipers are auto by default. Neutral is needed for car washes or towing which are both abnormal situations for a rental.

And I kind of doubt they’re going to let you pair it with a phone key to the normal Tesla app like you own the car.

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