What will Tesla revenue be in 5 years, in 2022? I don’t think anyone has the magic answer, and opinions vary drastically, but here are the results of my fun exercise in Tesla Model 3, Model Y, Model S, Model X, Semi, Roadster 2, Pickup, Energy, and Network revenue, gross margins, and gross profit in 2022. Have fun exploring the possibilities along with me.
A lot has changed since I first compiled a list of the 11 electric cars with the most range. Most of those cars no longer make the list. Furthermore, there are a handful of affordable electric cars that have jumped into the high-range bracket. Have a look below (and compare to that 2015 list) for more details.
There’s a public Google Sheet people have been using for tracking Tesla Model 3 invites, configurations, and deliveries. It was apparently set up by someone on the Tesla Motors Club forum. I’ve written a couple of stories that referenced it since the crowdsourced data essentially shows the phases of configuration invites that Tesla has sent out. I just opened it a couple of hours ago by accident and happened to notice that a few people on the sheet had put their info into the “Delivered” tab.
I had fun last week playing with some numbers in the article “Tesla Semi Price × Orders = $47 Million to $55 Million in Tesla Revenue (with Assumptions).” Since then, the orders have jumped considerably, bringing expected revenue just on known orders (410) up to $82 million based on an average price of $200,000.
However, as should be obvious, the number of pre-orders is far less than Tesla will end up getting annually once mass production of its 100% electric Semi begins.
This was supposed to be the month of the Tesla Model 3. Things didn’t turned out exactly as planned. But it still might be a key breakout month for the breakthrough electric car. Several of the stories this week focus on the car and its production, barely overshadowing several hot Tesla Semi stories. Have a look below for more on the Model 3, the Semi, and other topics.
The story regarding the tax bill Republicans are set to pass in Congress tomorrow is wickedly clear: It cuts taxes on the super rich and that loss in US government revenue will later be pulled from normal Americans in the form of cuts to Social Security, Medicare, Medicaid, public infrastructure investments, public education investments, etc.
As part of our new “What Changed … ?” series, here’s a rundown of what changed in November in the EV market. Since this is a new series, I’ll reiterate what I wrote in the solar update (changing a few words): “To further clarify, this article doesn’t include interesting op-eds about solar and it doesn’t include news that we thought was worth covering but wasn’t really a change in the industry (like specific projects or reports — well, for the most part). It covers significant shifts, trends, and new opportunities in the solar market.”
Also, this update excludes battery stories since I covered EV batteries this month in “What Changed In The EV Battery Market In November?“
The battery market is one of the most interesting industries in the global economy. As part of our new “What Changed … ?” series, it seemed appropriate to include a thorough update of what changes in the EV battery market on a monthly basis. Below is a rundown of what changed in November.
What was new in the world of solar energy in November? That is, what significant changes occurred in the industry? For the second month in a row, summarizing a list of those changes is the humble goal I’m trying to accomplish.
There have now been multiple claims that Tesla staff members are telling Tesla customers that Tesla is sending out Model 3 configuration invites to batches of 5,000 at a time. If that’s true, it seems that 5,000 email invitations were sent in the past few days, 5,000 were sent approximately a week before that, and 5,000 were sent around November 21–22, going by crowdsourced information in this Google Sheet.
