smkettner wrote:Is anyone concerned that January sales of Model 3 are estimated at just 6,500 by insideevs.com?
Sure 6,500 is more than January 2018 however Tesla was constrained by production last year. Supposedly Tesla is producing close to 6,000 per week.... can all those extras be headed out of the US?
Did the drop in federal tax credit change demand toward the competition?
palmermd wrote:Tesla began shipping to Europe and Asia in January. They put a large percentage of their production onto ships that take several weeks to reach port in other continents. Once these pipelines are filled with vehicles you will see the numbers stabilize again.
https://insideevs.com/tesla-ccs-adapter-model-s-x-europe/Tesla To Offer CCS Adapter For Model S, X In Europe
https://www.greencarreports.com/news/1121267_commentary-tesla-races-to-outrun-perfect-storm-from-tax-credit-production-cost-hurdlesCommentary: Tesla races to outrun perfect storm from tax credit, production, cost hurdles
lorenfb wrote:palmermd wrote:Tesla began shipping to Europe and Asia in January. They put a large percentage of their production onto ships that take several weeks to reach port in other continents. Once these pipelines are filled with vehicles you will see the numbers stabilize again.
Tesla has excess U.S. inventory just sitting in multiple storage lots around the U.S. This was noted previously, e.g. at the Marina Del Rey
Tesla distribution center, on Culver Blvd. That inventory, i.e. 30 - 40 M3s, is still there. Telsa has a volume problem trying to maintain sales
of $44K+ M3s to be profitable. Yes, ROW sales in the short term will help, but nowhere near the volume in the U.S. in Q4 of 2018.
http://mynissanleaf.com/viewtopic.php?f ... 90#p546062
cwerdna wrote:I wonder what US-wide inventory of 3's looks like and of what equipment levels.
FWIW, the dealer I bought my Bolt from allegedly has (currently) 229 Bolts in stock: https://www.chevroletoffremont.com/Vehi ... =Bolt%20EV. https://www.capitolchevysj.com/new-vehicles/bolt-ev/ allegedly has 291 of them in stock. For 2018, GM only sold/leased about 18K Bolts in the US and their Bolt marketing efforts seem to be near 0.
https://www.autoblog.com/2019/01/31/tes ... and-china/. . . Analysts were also concerned by Tesla's indication that it is only making cars for China and Europe right now, and expects a gap of about 10,000 vehicles between production and deliveries due to vehicles in transit at the end of the first quarter.
"This is a strong indication that demand in the U.S. for both the mid-range and long-range Model 3 versions has largely been exhausted, and the company is still working through the estimated ~6.8k of unsold Model 3 inventory," Cowen analysts said. . . .