GRA
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Re: TSLA corporate outlook

Sat Nov 02, 2019 2:12 pm

Both IEVS:
NHTSA Accepts Defect Petition On Tesla Model S And X Batteries
https://insideevs.com/news/380005/nhtsa ... a-updates/

It emerged due to the suspicion that the company used software updates to hide hazards.

The NHTSA has a 120-day deadline to respond to defect petitions. The agency is said to fail to comply with this deadline most of the time, but it has taken exactly 38 days to address this one.

The attorney Edward C. Chen sent his request to NHTSA on September 17, and the answer came last October 24. NHTSA decided to investigate the battery safety of the Model S and the Model X, affected by 2019.16.1 and 2019.16.2 software updates. Tesla is accused of using them to mask safety hazards, such as spontaneous fires.

That is what Chen and his client, David Rasmussen, decided to ask the agency to investigate. Rasmussen was one of the owners that reported a 12 percent loss of range after the updates back in May. He told us he tried to get explanations from Tesla in a friendly way for months. As he did not get any satisfactory one, he sued the company on August 7. . .

NHTSA demanded extensive documentation from Tesla in nine topics that show how deep the agency wants to dive into the issue. . . .

Here's a link to a TMC post with a pdf file of the actual NHTSA request sent to Tesla: https://teslamotorsclub.com/tmc/threads ... st-4158845


Per an article on GCR, Tesla has until Nov. 28th to respond: https://www.greencarreports.com/news/11 ... ts-of-fire


Audi e-tron, Jaguar I-PACE Are Outselling Tesla Model X In Norway
https://insideevs.com/news/380011/e-tro ... -x-norway/

Tesla Model X in Norway is now selling at half the rate of 2018. Is this because the market provides more choices in 2019?. . . .

Tesla Model X has been pioneering the segment since 2016 and already almost 13,000 were sold. However, since the Jaguar I-PACE and Audi e-tron joined the market, there is a noticeable decrease in sales:

Data for 2019 indicate that Tesla Model X finds less customers than the I-PACE and e-tron:

Tesla Model X - 1,781 YTD (compared to 4,981 in full 2018)
Jaguar I-PACE - 2,820 YTD (compared to 1,081 in 2018)
Audi e-tron - 4,577 YTD (new)
Total - 9,178 YTD (compared to 6,062 in full 2018)

It's especially interesting because the overall sales expanded in 2019. There is no shortage of customers, which suggests that the preferences have changed. . . .
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

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Nubo
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Re: TSLA corporate outlook

Sat Nov 02, 2019 7:07 pm

GRA wrote:
Sat Nov 02, 2019 2:12 pm
NHTSA Accepts Defect Petition On Tesla Model S And X Batteries https://insideevs.com/news/380005/nhtsa ... a-updates/
Raises a point I've been making for a long time. It's great that you can get an update without scheduling with a dealer. But it is NOT great (nor ethical, imho) that updates are forced upon you without your express approval.
I noticed you're still working with polymers.

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evnow
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Re: TSLA corporate outlook

Sun Nov 03, 2019 7:15 pm

Nubo wrote:
Sat Nov 02, 2019 7:07 pm
Raises a point I've been making for a long time. It's great that you can get an update without scheduling with a dealer. But it is NOT great (nor ethical, imho) that updates are forced upon you without your express approval.
You don't need to update.
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WetEV
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Re: TSLA corporate outlook

Sun Nov 03, 2019 7:16 pm

Nubo wrote:
Sat Nov 02, 2019 7:07 pm
GRA wrote:
Sat Nov 02, 2019 2:12 pm
NHTSA Accepts Defect Petition On Tesla Model S And X Batteries https://insideevs.com/news/380005/nhtsa ... a-updates/
Raises a point I've been making for a long time. It's great that you can get an update without scheduling with a dealer. But it is NOT great (nor ethical, imho) that updates are forced upon you without your express approval.
Unless you have the source code and the time to review it, how can you meaningfully approve or disapprove it?
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goldbrick
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Re: TSLA corporate outlook

Sun Nov 03, 2019 9:30 pm

I agree for approval (and I would add the requirement of having the expertise to understand the changes) but if it were me, I'd like to have the option of 'my car works fine the way it is, just leave it alone please'.

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Nubo
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Re: TSLA corporate outlook

Sun Nov 03, 2019 10:36 pm

WetEV wrote:
Sun Nov 03, 2019 7:16 pm
Nubo wrote:
Sat Nov 02, 2019 7:07 pm
GRA wrote:
Sat Nov 02, 2019 2:12 pm
NHTSA Accepts Defect Petition On Tesla Model S And X Batteries https://insideevs.com/news/380005/nhtsa ... a-updates/
Raises a point I've been making for a long time. It's great that you can get an update without scheduling with a dealer. But it is NOT great (nor ethical, imho) that updates are forced upon you without your express approval.
Unless you have the source code and the time to review it, how can you meaningfully approve or disapprove it?
The same way I do for my computing devices. I don't review the source code, I just wait for it to be in the field for awhile and see if there are any bugs or consequences I'd rather not deal with.
I noticed you're still working with polymers.

cwerdna
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Re: TSLA corporate outlook

Thu Nov 07, 2019 12:10 am

palmermd wrote:
Tue Aug 20, 2019 7:07 pm
GRA wrote:
Tue Aug 20, 2019 4:47 pm

[Added] IEVS:
Tesla Sued By Walmart For Solar Panel-Related Fires & Other Issues
https://insideevs.com/news/366187/walma ... esla-fire/


Apparently they've got Tesla panels installed at 240 stores, and have had fires related to them at 7. The article contends Walmart may well cancel their order for Tesla Semis as well.

Well, if I'm not mistaken they are not Tesla panels. Solar City was installing panels from multiple vendors before Tesla bought them and started manufacturing their own panels. But the article I read showed some very bad solar maintenance, like leaving junction boxes open to the weather and wires not routed properly. It does seem that Solar City was growing too fast, and they did not have a well trained staff maintaining these panels, and Tesla is responsible for fixing this after they purchased Solar City. It is not good news, but it is also something that they can fix with their other customers even if they can't find a way to fix their relationship with WalMart. I'm betting that they come to an agreement with WalMart for both the solar and the future vehicle sales.
Walmart reaches settlement with Tesla over solar panel fires, drops lawsuit
https://techcrunch.com/2019/11/05/walma ... s-lawsuit/

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cwerdna
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Re: TSLA corporate outlook

Sun Nov 10, 2019 3:53 am

cwerdna wrote:
Tue Jul 02, 2019 10:38 pm
webb14leafs wrote: If you doubt that Tesla will build 500,000 cars per year within 6-12 months, you are ignoring reality.
Ok, you wrote the above on Jan 26, 2018 (viewtopic.php?p=517342#p517342).
I wrote:
cwerdna wrote: 500K vehicles per year rate within 6 months? Doubtful. Within a year? Maybe.
We're now past 12 months. Per https://ir.tesla.com/news-releases/news ... deliveries, Tesla in 2Q 2019 produced 87,048 vehicles, for an average rate of 6,696/week or 348K/year if they maintain that rate.
Musk’s goals for the entire year demand that deliveries and production continue to accelerate. Musk has stated that Tesla will deliver 360,000 to 400,000 cars this year, but has delivered fewer than 160,000 through the first six months. Tesla did not reiterate that annual guidance, as it did in its announcement of first-quarter deliveries.
Well, Q3 2019 results are out.

Per page 6 of https://ir.tesla.com/static-files/47313 ... 61bce15da4, in that quarter, they produced 16,318 Model S/X + 79,837 Model 3's for 96,155 vehicles in a quarter. That's about 7,396/per week. So, assuming 52 weeks in a year, that's only about 384.6K/year.

We are nearing the 2 year mark of your "6-12 months" prediction. I guess we'll see again in a few months when we hear Q4 2019 results.

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GRA
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Re: TSLA corporate outlook

Sun Nov 10, 2019 3:36 pm

cwerdna, webb14leafs was last active here in June, so while I understand your desire to point out that his (and Tesla's) production forecasts have been missed yet again, you're essentially posting to a ghost.
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

GRA
Posts: 11178
Joined: Mon Sep 19, 2011 1:49 pm
Location: East side of San Francisco Bay

Re: TSLA corporate outlook

Wed Nov 13, 2019 6:32 pm

IEVS:
Tesla Rejects UK Factory Over Brexit Concerns
https://insideevs.com/news/382129/tesla ... ry-brexit/

The EV manufacturer's first European production site will be in Germany instead.

Tesla chief Elon Musk has revealed that Brexit uncertainty was key to his company rejecting Britain as the site of its new European factory.

The electric vehicle manufacturer has confirmed that its first European production facility will open near Berlin in 2021, with an engineering and design center also opening at the site. . . .
Guy [I have lots of experience designing/selling off-grid AE systems, some using EVs but don't own one. Local trips are by foot, bike and/or rapid transit].

The 'best' is the enemy of 'good enough'. Copper shot, not Silver bullets.

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