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Tesla Q3 2021 Vehicle Production and Deliveries

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Re: Tesla Q3 2021 Vehicle Production and Deliveries

#91

Earlier quoted context omitted.

These numbers do not include Giga Texas or Giga Berlin, both of which are nearing completion. Each of these factories are estimated to ramp to 500k vehicles/year in the first phase (going far higher in the years to follow). Giga Texas alone has around 8 million square feet of factory space, whereas GM has around 33.9 million square feet factory space, dedicated purely to ICE vehicle production, in its 10 US factories…

The argument about Tesla being to small to matter is dwindling fast. Elon has publicly stated a goal of a yearly production run rate of 20 million before 2030. And let's not get into the profit margins which is way better than ICE :)

>And let's not get into the profit margins which is way better than ICE :)

Why is that?

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#92
post #53

Earlier quoted context omitted.

But will they? All major car manufacturers bringing in more and more EVs each year and give another 2-5 years and it's all we are going to see. Now why on earth would I buy Tesla, if I could buy Audi or Merc instead?

VW expects 50% of cars sold to be electric by 2030, Ford expects 40% to be electric by 2030 and they say that they can't go much faster. Other's manufacturers forecasts are more dire. I'm afraid that it could be too little too late.

I think the roadmap to 2030 is fine: the infrastructure will take time to build and only the richest countries will be able to run majority of EVs on roads by then, unless they become super cheap. Even in the US, it will take ages for EVs to overtake CE because an average person can't afford EVs and will continue to drive their petrol cars for some years.
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