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Batteries

Published on December 26th, 2017 | by Zachary Shahan

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Tesla Pickup Coming Immediately After Model Y, & Tesla Clean Energy To Boom Soon (#ElonTweets)

December 26th, 2017 by  


Just yesterday, I ran through a bunch of hypotheticals, delivery estimates, and financial assumptions for Tesla for the year 2022. One of those was the assumption that Tesla would have a pickup truck on the market by then and would already be hitting 55,000 deliveries a year. Another assumption was that Tesla’s annual energy generation and storage revenue would approximately triple from 2017 to 2022.

I could see both of those as being conservative estimates, but I also figured there was a lot of risk/uncertainty in 1) including a model that hasn’t even really been shown yet, which is supposed to follow another vehicle that hasn’t been shown yet; 2) estimating dramatic growth in a rather cutthroat industry (or two) where Tesla has a bit of a head start and advantage but has also seen some serious challenges and need for cleanup (with regards to SolarCity’s solar leasing model, financing system, costly sales practices, and questionable sales tactics, for example) and where it might hit other big bottlenecks soon (battery production capacity limits).

So, it was pretty cool to see Elon tweet today more or less confirm both the Tesla pickup plans and the clean/sustainable energy growth goals. You might say he provided an even more bullish outlook on these, but there were no hard dates or financial estimates in the tweets. Here were the three relevant tweets:

Tesla Pickup

Tesla Energy

Did Elon say my estimates for 2022 Tesla pickup and energy sales look reasonable? Ha, of course not! But I’m feeling more comfortable with them today than I did yesterday.

The main feedback I’ve received on that $73.7 billion piece is that my estimates seemed conservative if not on point. I agree, so I’ll probably have an update coming before too long!

Yes, these three tweets were just part of another Elon Musk twitter rampage. His tweets also covered various Tesla features and plans. Steve Hanley will put all the pieces together bright and early tomorrow so you don’t have to sift through it all — but yeah, go ahead and sift if you feel like it. Don’t miss Steve’s piece anyway, though, as I’m sure it will be packed with rhetorical fun and useful context that the tweets themselves don’t convey.


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About the Author

Zach is tryin' to help society help itself (and other species) with the power of the word. He spends most of his time here on CleanTechnica as its director and chief editor, but he's also the president of Important Media and the director/founder of EV Obsession and Solar Love. Zach is recognized globally as a solar energy, electric car, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada. Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of covering solar and EVs, he simply has a lot of faith in these particular companies and feels like they are good cleantech companies to invest in. But he offers no professional investment advice and would rather not be responsible for you losing money, so don't jump to conclusions.



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