Author: Maarten Vinkhuyzen

The Chinese Tesla Model 3 “Super Margin” (Forecast)

Price policy for a product is a cross between fairness and what the market can bear. If you are too nice to your customers, your shareholders will not be happy. If you squeeze every last penny out of your customers, they will start to resent doing business with you. Beside these matters, there is the issue of competitive pricing. What is the price of competing products? Established products can charge a premium, new products often have to show a price incentive.

The Tesla Models Europe Needs

In a previous article, I wrote about the disappointing competition for Tesla vehicles — namely, the Jaguar I-PACE, the Audi e-tron, and the Mercedes EQC. These are all great electric cars, but especially considering German Autobahn standards, they are city cars. Not the go-anywhere, do-anything cars that were expected from these traditional automakers. I still have high hopes for the Porsche Taycan and the Polestar 2. The Porsche might be in a different price class, but who is counting? The conclusion I came to is that the competition is no real threat to Model 3’s demand, yet.

Jaguar I-PACE, Audi e-tron, Mercedes EQC — Electric Autobahn Range Disasters

The entrance of the Model S in Germany was considered a failure about 5 years ago. Autos of this class were expected to be “Autobahn capable,” which in Germany translates to driving for 3 hours at 130 mph. Of course, nobody ever does it, beside car magazine journalists testing their (and the cars’) endurance while driving in the middle of the night. In day time there is far too much traffic to do stupid things like that.