July 26th, 2019 | by Zachary Shahan
There are a lot of things that slip into the "Tesla narrative" and common Tesla discussions. Some of those things make sense. Some don't. Some provide insight into the future. Some don't.
Two days ago, just before the second quarter Tesla conference call, I wrote a long and rambling piece about Tesla demand, essentially writing that no one knows what Tesla demand is or will be
July 24th, 2019 | by Zachary Shahan
The Tesla conference call tonight could go into all kinds of topics, and CEO Elon Musk is known to pull a rabbit out of his hat from time to time. But there's one fundamental question that will almost definitely be asked a few times, perhaps in different ways or perhaps in exactly the same way repeatedly: How much demand is there for Tesla vehicles
July 3rd, 2019 | by Paul Fosse
After the recent announcement of Tesla's record breaking Q2 production and deliveries, the bears on Tesla can no longer say that Tesla can't build or sell or deliver cars in Q2, but they can repeat the same for Q3. That's fine with me. I'm ready to meet them. So, with everyone talking about the Q2 numbers today, I'm happy to shift the conversation to the third quarter. Let's talk about what we know about Q3. (Full Disclosure: I'm long Tesla [TSLA] stock, but don't expect this to be only good news.)
July 2nd, 2019 | by Steve Hanley
The total production and delivery numbers are out for Q2 and they are stronger than anyone dared hope. Here's hoping the short sellers choke on the numbers.
May 31st, 2019 | by Zachary Shahan
Tesla is producing unicorns. Seriously. That's what TSLAQ logic + TSLA logic, when combined, tell us
April 14th, 2019 | by Alex Voigt
Demand is a mystery that can only be measured once supply is provided, and at that point, it's not demand anymore. You only know what demand you really had after its gone. Supply is a fact you can easily measure, while demand is never really known or completely understood. Even worse, the supply you measure is usually only a part of the demand you once had, and the closer you get to the moment of supply, the more you know how real the demand is
April 4th, 2019 | by Zachary Shahan
I've got a lot of numbers to crunch and articles to publish now that Tesla has released its 1st quarter production and delivery numbers. Stay tuned for approximately 20–30 more charts and several articles putting Tesla's vehicle sales numbers into context
April 4th, 2019 | by Vijay Govindan
Congrats to Elon & Tesla for an excellent quarter! These were a unique set of challenging circumstances and Tesla did great. I would like to apologize to Maarten. I shared with him many of the tweets and links on expectations for Tesla’s Q1 results. Enraged, the G.O.M. ("grumpy old man") valiantly made a prediction. He took the blow instead of me
April 4th, 2019 | by Maarten Vinkhuyzen
I have to eat crow. That is the civilized way to say it. What I wrote was completely off. It was logical, believable, and wrong. After submitting it, I thought I should have included that famous line about complex problems having simple answers that are completely wrong — a point I did prove. Another way of saying it, it was
April 3rd, 2019 | by Zachary Shahan
Tesla delivered 110% more vehicles in the 1st quarter of 2019 versus the 1st quarter of 2018. The Q1 2019 delivery total was approximately 63,000. That said, the deliveries were 31% less than the 4th quarter of 2018, due in part to a high number of vehicles in transit, over 10,
January 18th, 2019 | by Zachary Shahan
Oh, poor Model S. With the Tesla Model 3 now on the scene in full force and consistently ranking in the top 5 of US car sales, the older, bigger Model S doesn't get nearly the attention and discussion it used to get
January 12th, 2019 | by Loren McDonald
The numbers are in and 2018 turned out to be quite a solid year for electric vehicle sales in the
January 5th, 2019 | by Matt Pressman
It's hard to argue that Germany isn't the heartbeat of automotive excellence. That said, an invader is coming (soon) to its home turf. According to Automotive News Europe, "Tesla will start the European rollout of its Model 3 in February, putting pressure on German premium brands that have seen the Model S outsell flagship sedans such as the Mercedes-Benz S class."
January 4th, 2019 | by Zachary Shahan
In honor of another wicked cool quarter, here's a view of Tesla history that you might have missed if you only read CleanTechnica
January 3rd, 2019 | by Zachary Shahan
The big electric vehicles sales stories these days are generally about the Tesla Model 3 walloping the competition. Nonetheless, we like to go back to our roots and explore overall electric vehicle growth at least once a quarter. The problem is that almost all of the positivity comes from Tesla
January 3rd, 2019 | by Zachary Shahan
In the month of December, Tesla sold more luxury cars than all other automakers. In fact, it accounted for approximately 30% of luxury car sales. Tesla sold more luxury sedans than BMW and Audi combined, more than Mercedes-Benz and Lexus combined. It absolutely crushed the luxury car competition
January 2nd, 2019 | by Paul Fosse
2108 has been a real breakout year for Tesla. It has gone from being a niche producer of electric vehicles (EVs) to becoming the dominant seller of not just EVs, but of all luxury cars too.
The surprise to many is that Tesla also dominated the overall sedan market by having the top selling car in the US in terms of revenue!
January 1st, 2019 | by Zachary Shahan
Below are the 55 CleanTechnica articles published in 2018 that got the most eyeballs on them. Why