Reisender
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Some feel a fourth quarter target of 180,000 vehicle production is on the internal agenda now. Although I think fourth quarter numbers of around 170000 to 180000 might be achievable I think we'll see a first quarter 2021 pull back for Tesla. For a couple reasons. First quarters are tough in the car industry in general. Volkswagens ID4 and ID3 will be in full swing by then and it will eat into the market. A bit of a different market but I think it will still have an affect.
As well Ford/Mexico should be cranking out the Mach E by then. I would think that should also put some pressure on the model Y.
Ford/Canada just signed a deal with the union and the Canadian government to produce 5 EV's in Canada by 2025.
Nothing major brewing with Ford USA yet (besides the truck) but I suspect there will be pressure on the US government to jump in and give them a leg up to start producing something in the US.
GM still being very quiet on a makeover for the Bolt and serious production numbers. My guess is it will be a significant makeover and be a real contender. Right now the bolt is the only smaller EV in the market and there is definitely a market for it if they get it right...and price it right this time.
Nissan going to keep producing the lead for at least another year. Wether they keep producing after the Arriya comes out is anybody's guess. Nissan hasn't indicated that they'll build the Arriya in the US yet.
And of course lots of trucks coming from...well...everybody in the next couple years.
So nice to see more competition come into the market.
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Yosemite Sam1
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Am optimistic for the Cybertruck production timeline with this news.
So where the hell is @shinerbrock to tell us it ain't so?![[emoticon]](http://www.coastresorts.com/sharedcontent/cfb/images/biggrin.gif "biggrin")
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time2roll
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I assume all automakers have record sales growth this past quarter because Tesla sure did.
https://finance.yahoo.com/news/tesla-vehicle-delivery-record-q3-2020
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free radical
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That 25.000$ Tesla car is few years away,will use those new bateries which are cheaper to make.
Interesting trivia about auto makers
Worlds 10 largest auto manufacturers from 99 to 2017
https://youtu.be/OkM8PxOnaIA
And top 10 countries for auto production
https://youtu.be/kZCeuTzc850
* This post was
edited 10/01/20 09:57pm by free radical *
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Yosemite Sam1
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Groover wrote:"
I believe these are the LFP batteries...? They have less power density but because they are being used in the SR plus pack they have room for a little more battery."
According to one article I read the LFP batteries used were developed and produced by a Chinese company. Elon likes to local source things so it just made sense to put them in the Chinese product. Tesla is largely battery constrained anyway so this is going to help increase production in the short term at least.
The $25,000 car is expected to be a new product and with the new lower cost batteries revealed on battery day. Those batteries are also cobalt free. The batteries are a lot bigger deal than most people have realized.
True dat!
Reason why this debate among stock analyst that Tesla is not a car company but technology: leader in both battery technology and autonomous driving which they can monetize if they are themselves not supply. cconstrained in battery production/raw materials and techies for installing autonomous driving software in non Tesla cars.
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Groover
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"
I believe these are the LFP batteries...? They have less power density but because they are being used in the SR plus pack they have room for a little more battery."
According to one article I read the LFP batteries used were developed and produced by a Chinese company. Elon likes to local source things so it just made sense to put them in the Chinese product. Tesla is largely battery constrained anyway so this is going to help increase production in the short term at least.
The $25,000 car is expected to be a new product and with the new lower cost batteries revealed on battery day. Those batteries are also cobalt free. The batteries are a lot bigger deal than most people have realized.
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Reisender
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Yosemite Sam1 wrote:Reisender wrote:Yosemite Sam1 wrote:Reisender wrote:Yosemite Sam1 wrote:
So Elon is not just talking of "future" cobalt-free battery but actually already in the production line during Tesla's Battery Day.
I believe these are the LFP batteries...? They have less power density but because they are being used in the SR plus pack they have room for a little more battery. I believe they get a little bump in range as well. Right around 268 miles EPA. Less expensive as well and they were able to drop the price on the SR plus a bit. Now a zero to sixty time of just under 6 ish? Overall nice compromise for that market. No hint on wether it will come to the US factories yet. If it did it might push the price down below 35000 for the SR plus and probably below 32000 for the unicorn car. Who knows.
Presently the longer range AWD model 3,s will continue to be built with the Panasonic batteries.
Am not following the $22,000 Tesla but this must be their first experiment on less costly battery.
But as someone with marketing background (although my. main is finance), I wonder why on Model 3. It will ruin this segment and most brand managers will create a different segmentation or category for their price (err, cheap) products.
And. no, I quit decoding Elon a long time ago. ![[emoticon]](http://www.coastresorts.com/sharedcontent/cfb/images/rolleyes.gif "rolleyes") .
Good morning. I didn’t notice the 22000 reference in the article. Are you referring to the future mystery model mentioned at battery day?
I did not watch the battery day but must have read the the. $22,000 Tesla at some forum or blog.
Anyways, it's possible and logical that China is their experimental market for low-priced and cheaper-to-manufacture Tesla.
That market, which status conscious wants things crazy cheap. When I was with Unilever, we even avoided that shiny bright color foils for packaging as it connotes "expensive". Cheap cellophane packaged products sells well, lol.
Ah yes. I only saw some of it but they talked about a 25000 mid range (250 mile ish) more economical car on the board for after Semi and Cybertruck. Not sure their timeline. They are going to have to come out with something to compete with Volkwagens ID3 in europe which is doing VERY WELL. I think the ID4 will do well on this side of the pond as well.
JMHO
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Yosemite Sam1
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Reisender wrote:Yosemite Sam1 wrote:Reisender wrote:Yosemite Sam1 wrote:
So Elon is not just talking of "future" cobalt-free battery but actually already in the production line during Tesla's Battery Day.
I believe these are the LFP batteries...? They have less power density but because they are being used in the SR plus pack they have room for a little more battery. I believe they get a little bump in range as well. Right around 268 miles EPA. Less expensive as well and they were able to drop the price on the SR plus a bit. Now a zero to sixty time of just under 6 ish? Overall nice compromise for that market. No hint on wether it will come to the US factories yet. If it did it might push the price down below 35000 for the SR plus and probably below 32000 for the unicorn car. Who knows.
Presently the longer range AWD model 3,s will continue to be built with the Panasonic batteries.
Am not following the $22,000 Tesla but this must be their first experiment on less costly battery.
But as someone with marketing background (although my. main is finance), I wonder why on Model 3. It will ruin this segment and most brand managers will create a different segmentation or category for their price (err, cheap) products.
And. no, I quit decoding Elon a long time ago. .
Good morning. I didn’t notice the 22000 reference in the article. Are you referring to the future mystery model mentioned at battery day?
I did not watch the battery day but must have read the the. $22,000 Tesla at some forum or blog.
Anyways, it's possible and logical that China is their experimental market for low-priced and cheaper-to-manufacture Tesla.
That market, which status conscious wants things crazy cheap. When I was with Unilever, we even avoided that shiny bright color foils for packaging as it connotes "expensive". Cheap cellophane packaged products sells well, lol.
* This post was
edited 10/01/20 08:56am by Yosemite Sam1 *
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Reisender
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Yosemite Sam1 wrote:Reisender wrote:Yosemite Sam1 wrote:
So Elon is not just talking of "future" cobalt-free battery but actually already in the production line during Tesla's Battery Day.
I believe these are the LFP batteries...? They have less power density but because they are being used in the SR plus pack they have room for a little more battery. I believe they get a little bump in range as well. Right around 268 miles EPA. Less expensive as well and they were able to drop the price on the SR plus a bit. Now a zero to sixty time of just under 6 ish? Overall nice compromise for that market. No hint on wether it will come to the US factories yet. If it did it might push the price down below 35000 for the SR plus and probably below 32000 for the unicorn car. Who knows.
Presently the longer range AWD model 3,s will continue to be built with the Panasonic batteries.
Am not following the $22,000 Tesla but this must be their first experiment on less costly battery.
But as someone with marketing background (although my. main is finance), I wonder why on Model 3. It will ruin this segment and most brand managers will create a different segmentation or category for their price (err, cheap) products.
And. no, I quit decoding Elon a long time ago. .
Good morning. I didn’t notice the 22000 reference in the article. Are you referring to the future mystery model mentioned at battery day?
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Yosemite Sam1
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Reisender wrote:Yosemite Sam1 wrote:
So Elon is not just talking of "future" cobalt-free battery but actually already in the production line during Tesla's Battery Day.
I believe these are the LFP batteries...? They have less power density but because they are being used in the SR plus pack they have room for a little more battery. I believe they get a little bump in range as well. Right around 268 miles EPA. Less expensive as well and they were able to drop the price on the SR plus a bit. Now a zero to sixty time of just under 6 ish? Overall nice compromise for that market. No hint on wether it will come to the US factories yet. If it did it might push the price down below 35000 for the SR plus and probably below 32000 for the unicorn car. Who knows.
Presently the longer range AWD model 3,s will continue to be built with the Panasonic batteries.
Am not following the $22,000 Tesla but this must be their first experiment on less costly battery.
But as someone with marketing background (although my. main is finance), I wonder why on Model 3. It will ruin this segment and most brand managers will create a different segmentation or category for their price (err, cheap) products.
And. no, I quit decoding Elon a long time ago.
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