Our EV charging conference last week delayed my monthly US electric car sales report, but the day has arrived.
Naturally, Tesla Model 3 bottlenecks are a bummer, so my Model 3 estimate* is moderate. Meanwhile, estimates for the Tesla Model S and Tesla Model X put these vehicles at #2 and #3. And the car that really stole the show in October was the Chevy Bolt.
The European passenger plug-in market returned from the holiday season with fully charged batteries, growing almost a third (+32%) compared to the same period last year by registering some 33,700 units. That’s just a whisker below the all-time record of December 2015 (33,827), which, let’s not forget, was inflated by fiscal changes that happened in the Netherlands, Sweden, and Denmark in January 2016.
What’s the hottest brand in the world — or at least the luxury world? Tesla, of course. So, what’s one of the best ways to boost your own brand? Link it with Tesla!
the Illinois state legislature recently enacted the Future Energy Jobs Act (FEJA): this legislation will include traditional residential and commercial rooftop solar, but it will also introduce more community solar projects – 400 MW worth.
The rise and rise of the Chinese plug-in car market seems unstoppable, with another record performance in September. In total, 59,000 new passenger plug-in cars were registered last month in China, growing 80% regarding the same month last year, pulling the year to date (YTD) count to over 338,000 units, up 48% YoY.
As I was editing this fresh article from Steve Hanley, I rolled up to the end and this line triggered the article I’m typing up right now:
I have waaaaaaaay too many important things to do than spend time writing this article, but I can’t help myself. This morning, I decided to read an article we published yesterday evening that got ~47,000 views on it before I got my eyeballs on the full thing. It’s an article about Elon Musk vs Tesla haters (well, it’s just a small subset of Tesla haters, but an interesting lot nonetheless). I figured I better make sure I’m not missing anything new or odd in the piece … especially since the title was a bit enticing and it was getting quite a bit of attention. Surprisingly, the piece got me laughing a few times, and then certain segments inspired me to write this quick reflection piece.
I love doing the US electric car sales report at the end of each quarter. With Tesla’s quarterly figures published, Tesla registration data from Europe and China mostly logged, my estimates for the first two months of the quarter, and a little more estimating (Australia, UAE, etc.), I’m able to check out the remainder I have left for Tesla sales in the last month of the quarter. As has happened nearly every time before, the figure that resulted for US sales in that third month of the quarter actually looked logical, so I left all previous months as initially projected.
Three unique factors are at play for Tesla: low battery costs, high option uptake, and production efficiencies. Let’s take a look at these three determining factors that could impact gross margin for Tesla’s Model 3.
Tesla has announced its Q3 delivery totals and says it expects to deliver more than 100,000 Model S and Model X cars in 2017.
