11590 replies to this topic

[Victoria Watcher]

Tesla might stop taking orders for some models amid huge demand

 

https://mashable.com...sla-orders-stop

[dasmo]

Now that’s excellent marketing! The reality is they are having production problems. Everyone is. One project I am working on it has become a big job to solve parts sourcing. One part that was $8 is now $100 for instance. It’s an issue. But not one some good spin can’t fix!

[Victoria Watcher]

Now that’s excellent marketing! The reality is they are having production problems. Everyone is. One project I am working on it has become a big job to solve parts sourcing. One part that was $8 is now $100 for instance. It’s an issue. But not one some good spin can’t fix!

 

 

Edited by Victoria Watcher, 11 May 2022 - 06:34 AM.

[dasmo]

I'm not saying Tesla isn't selling. I was translating the headline. Read the article. The next paragraph says what I just did but with less negative spin. If you aren't selling you can't have production problems. 

Edited by dasmo, 11 May 2022 - 06:54 AM.

[Mike K.]

Yeah, I think I said something similar about their production. It’s all very markety and gimmicky. But that’s what you can get away with when you have a cult status.

[Victoria Watcher]

It's not just a cult though.

 

Nobody else can produce a luxury electric car as fast as Tesla can (10 hours vs. 30 for VW).  Nobody is more profitable per passenger car (about $15,000 profit per car) and overwhelmingly, when consumers move to an electric car, they never go back to gas.  And nobody has a newer or larger plan that Tesla - and they have two.

 

Cult or not, those are impressive numbers on their own.

[Mike K.]

I never said the cult wasn’t successful. But they can get away with messaging a company like Ford would have a tough time doing.

[spanky123]

It's not just a cult though.

 

Nobody else can produce a luxury electric car as fast as Tesla can (10 hours vs. 30 for VW).  Nobody is more profitable per passenger car (about $15,000 profit per car) and overwhelmingly, when consumers move to an electric car, they never go back to gas.  And nobody has a newer or larger plan that Tesla - and they have two.

 

Cult or not, those are impressive numbers on their own.

 

All true. Will be interesting to see how margins and pricing holds up as more and more manufacturers release electric platform vehicles and we enter a recession.

[sebberry]

It's not just a cult though.

 

Nobody else can produce a luxury electric car as fast as Tesla can (10 hours vs. 30 for VW).  Nobody is more profitable per passenger car (about $15,000 profit per car) and overwhelmingly, when consumers move to an electric car, they never go back to gas.  And nobody has a newer or larger plan that Tesla - and they have two.

 

Cult or not, those are impressive numbers on their own.

 

I'm not sure I'd call Teslas luxurious.

[Victoria Watcher]

Kelley Blue Book publishes a study it calls the Brand Watch Luxury Report every quarter that looks at buyers’ consideration for the various premium car brans that are available in the US. In its Q4 2021 report, KBB found that Tesla is in third place in these standings for the firs time in seven years, behind BMW and Lexus.

https://insideevs.co...tion-tesla/amp/

Edited by Victoria Watcher, 11 May 2022 - 08:10 AM.

[dasmo]

It’s luxurious. That’s the problem. We need a brand to make electric cars with hand crank windows and doors with handles….

[dasmo]

Bikes for the Proles is suppose.

[spanky123]

It’s luxurious. That’s the problem. We need a brand to make electric cars with hand crank windows and doors with handles….

 

Which are what most manufacturers are providing now, cars that match Tesla in range for about 60% of the price (plus the Government rebates that Tesla doesn't qualify for).

Edited by spanky123, 11 May 2022 - 08:35 AM.

[Victoria Watcher]

The cheapest Tesla in Canada is $60,000. No other electrics at $36,000 (your 60% figure).

Leaf and Bolt under $40k but they hardly compare to Tesla.

Edited by Victoria Watcher, 11 May 2022 - 08:40 AM.

[dasmo]

Should be sub 20k options easy. They would fly off the shelves too. The barriers to entry are high for startups with certification. This is why you see so many electric bikes. 

[Mike K.]

The environmentally sound thing to do is to keep driving and maintaining the legions of perfectly good cars currently ending up in the crusher every year, just because they have an artificially low book value.

The electric transition is another one of those environmental goals that on the surface is grand, but behind the scenes means we’re throwing away already built, fully functional vehicles to sustain the production of new cars with electric motors and batteries (that we don’t really have a good way of recycling yet).

The perfect analogy of how things work is the nice clean truck that picks up your curbside recycling, which it dumps at a hazardous waste site created by its operations.

[Victoria Watcher]

I would not worry so much about the battery recycling. They are too expensive to throw away. Recycling technology is already here.

As for cars going to the crusher, there are many reasons. But primarily it’s because demand for 15-year old cars gets so low, that the crusher is the most economical option. It’s the same reason we don’t repair and recycle other items, like say a light bulb, a cellphone or television, or an oven. Cars are not really an outlier.

Edited by Victoria Watcher, 11 May 2022 - 08:55 AM.

[dasmo]

Although lithium car batteries are recyclable, it is a costly and energy-intensive process. One significant setback is the modular composition of the battery cells within a battery pack. The cells are welded and glued together with such solidity that breaking them down requires a lot of human or machine power and emits greenhouse gasses along the way.

https://www.rts.com/...ctric-vehicles/

[Mike K.]

As for cars going to the crusher, there are many reasons. But primarily it’s because demand for 15-year old cars gets so low, that the crusher is the most economical option.

Vanity, etc. There is nothing wrong with the majority of those vehicles outside of their book values.

It’s like the loss of 30% of a car’s value when it rolls off the dealer’s lot. The car is identical to when it sat on the lot just 10 minutes earlier. And by five years, it’ll have lost 80% of its value, so time for the crusher.

[Victoria Watcher]

Even fleets - that are probably pretty good at repairs and maintenance and understanding fuel usage - know at what point the cost of maintaining the vehicle is not worth it, compared to the price and additional benefits of a new vehicle.

Edited by Victoria Watcher, 11 May 2022 - 09:28 AM.