The south still reels after a massive tornado outbreak. Rain, thunder, and 1-3 foot waves on the OBX. Though Tesla may be good and Toyota may be bad on climate, CEO abuse of power is a problem for both.
All posts tagged Tesla
OBX Wave Report March 27 — Surf, Thunder, Tornadoes, Jerk CEOs
Posted by robertscribbler on March 27, 2023
https://robertscribbler.wordpress.com/2023/03/27/obx-wave-report-march-27-surf-thunder-tornadoes-jerk-ceos/
How I Used Rideshare to Afford a Tesla Model 3 (You Can Do it Too)
So I’ve got a bit of a background in the field of emerging threats — both as a former military intel analyst and as an editor at Janes Information Group back in the early 2000s. And, in my opinion, the biggest threat facing civilization today is a twofold crisis.
Climate Change and the Failure to Use Clean Energy Crisis
We could easily call this crisis climate change — because these are the effects we see around us in the form of melting glaciers, changing seasonal weather patterns, rising seas and more extreme weather. We could easily call it global warming. Because net energy gain through heat trapping gas increase in the atmosphere is causing the Earth System to warm up.
But that’s just the first side of the problem. The ‘what’s happening’ side. The other side of the problem is systemic. It’s also cultural to a certain extent. And it mainly has to do with how we presently use energy to drive a massive global economic system that supports most of the 7 billion people living on the Earth. More importantly, the driver of the vast majority of the global warming we see (in the range of 80 percent or more) is the direct carbon emission coming from fossil fuel burning and extraction. About thirteen billion tons of heat-trapping carbon comes from this primary source and enters the atmosphere each year.
You could also call the climate crisis a harmful energy crisis. But that misses a bit of the story as well. For back during the 20th Century, competing clean energy sources failed to move to the fore. We knew how to generate energy from the sun and from the wind in a carbon-free manner. And we knew how to store that energy. But, mainly due to the fact that the fossil fuel interests held more political and economic power, these clean energy sources got sidelined. Bringing us to the final way that we could characterize this crisis — the failure to use clean energy crisis.
Setting an Individual Policy for Climate Action
It’s at this point in the discussion that we come down to little ol’ me. What’s my level of responsibility? What can I do as a person to help correct this problem. To not contribute to the failure to use clean energy crisis?
(Optimized for zero emissions. My clean energy Tesla [Clean KITT] recharging at a local solar garage. Planning to purchase a Tesla that’s capable of sucking energy direct from the sun? Get up to 5,000 free supercharger miles through this link.)
This has been a big issue for me for some time. I don’t make a huge amount of money. I’m a writer after all. And my wife works for a not-for-profit. Sure, we are probably better off than some. But when it comes to being able to produce the capital to access 40,000 dollar electric vehicles, or a home where I can charge it in the garage, or the 20,000 dollar plus for solar panels and the other 7,000 dollars or so for energy storage at home, all that stuff may as well have been on the moon with me waiting for an Elon Musk rocket to get me there.
Sure the costs had come down. And sure clean energy was more accessible to me than it was before. But it wasn’t accessible enough. I needed just a little extra push to start to get there.
In all honesty, I really wanted to make the push. As a climate change blogger, I’ve been harassed by anti-clean energy trolls for the better part of 7 years. And you can say what you want, but proving trolls wrong can be a powerful motivator. So I wondered what I could do personally to generate enough capital to afford a primary clean energy platform.
I’m getting a little ahead of myself here. So I’ll just step back and put you in my place during fall of last year. Then, I was looking at a way to individually make a difference for climate change. Sure, we all need to support climate change response policies like Paris, and the Green New Deal. And we, as societies, need to escalate those policies pretty quick if we’re gonna have a real Extinction Rebellion. But as people and individuals, there are things we can do as well to try to correct our failure to use clean energy crisis. We can set our own personal climate policies in place.
For my part, I set a goal to be carbon neutral by 2025. And as a first step, I settled on getting an electric vehicle. I figured I could cut my family carbon emissions on net by about 2 tons per year including all the typical travel my wife and I engage in. But when I started to think about how I could afford something in the range of 35,000 to 40,000 dollars, I stumbled on the notion of rideshare.
Streetfighting Against Climate Change
You see, a local buddy of mine had been Ubering — even as he worked full time as an electrician. He told me that Uber was really flexible (if you decide to rideshare for clean energy, you can help this blog by using my referral code robertf30288ue). Your work hours were entirely yours to control and there was no commute except for the walk out to your car. I decided to look into it. And after a little research, I found that the average income for an Uber driver in D.C. was just short of 20 dollars per hour.
Now you may be smirking at me through your fingers. For a lot of people, 20 bucks an hour isn’t really much at all. But you have to remember that I’m working from a blogger’s/writer’s baseline that is rather short of that. And if I could somehow combine my writing income with an extra 25-30 hours of Uber income, I could make about 2,000 to 2,500 extra each month. This would be more than enough to cover the cost of a new, long-range electric vehicle.
(Paying for a Tesla using rideshare.)
The idea to then rideshare with the EV to multiply my clean energy system usage was a natural follow-on from this notion. Elon Musk had always talked about a master plan to use vehicle autonomy to achieve this kind of clean energy access multiplication on a mass scale. But what if I could use my basic human gumption to accelerate the process by a year or two or three even as I helped to make the local public more aware of how badass clean energy vehicles had become?
By this point, I had a plan. As many of you who have attempted difficult or ambitious plans before know, the major step is not coming up with a decent idea. It’s executing it. So I set out to, for lack of a better phrase, start busting my tail. This meant that I had to temporarily let go of some of my less lucrative work. Those of you who frequent this blog will attest to the fact that I went dark for a number of months. Mia Culpa! But contrary to one of about a bazillion climate change denier memes — those of us who communicate on the issue of climate change all-too-often don’t make minimum wage back for our time.
So I went dark and worked hard. In doing so, I met a lot of people. And aside from the odd Heritage Foundation pick-up (yes we Uber drivers pick up political org folks in D.C.), I’d say 95 percent of the people I talked to about my project were both concerned about climate change and interested in clean energy advancement. In other words, they were supportive of my goal. Plus they were also pretty geeked out about the potential notion of riding Uber in a Tesla.
As I drove, I also became keenly aware of how expensive it was to operate even an efficient internal combustion engine vehicle like a Hyundai Elantra. The cost of gas alone increased for me by about 250 dollars per month. Add in the new 50 dollar monthly oil change, and I began to get an understanding of how much an electric vehicle could save me later (more on this in a future blog).
How You Can Raise Funds for a Clean Energy Vehicle Through Rideshare
Long story short, after busting my tail, I had enough funds to afford a clean energy vehicle by April. I did this by using the rideshare app Uber. And by saving a portion of the profits to invest in a Tesla Model 3. I have now driven 800 miles in this clean machine. Like so many EV converts, I am never going back.
It is here that we get to the nitty-gritty of this post. How can you make enough money to afford a Tesla Model 3 if you’re strapped for cash like I was? One way is to do what I did — use Uber or Lyft part-time and save the profits for an EV purchase a few months down the road. This works well if you can set aside an extra 10 hours or more per week. And if you have the time, then fantastic! I recommend you give it a shot if you want to gain access to the amazing piece of clean tech that is the Tesla Model 3 and help fight climate change in one go.
(Uber destination trips allow you to pick up riders and earn money through the app while driving to and from work. This is a great way to optimize time and earn money for a clean energy vehicle. Image source: Uber.)
Many of us do not have an extra 10 hours a week or more, though. So I’m going to make this additional time optimization suggestion for rideshare usage to purchase a clean energy vehicle. And this suggestion includes the nifty little Uber feature called destination trips. What the destination trips feature allows you to do as an Uber driver is to set a way-point, drive to that way-point, and take trips toward that destination as you drive.
If you’re a regular office worker type, who makes a long drive to work and back, this has huge potential benefits. What it can allow you to do is turn your regular daily commute into a money-making endeavor. Just log into Uber in the morning, set your way-point to your office, drive the usual rush hour drive, and pick up a few rides in on the way to work. You’ll make about 15-20 dollars or more in an average rush. On the ride home, repeat. Now you’ve got an extra 150-200 dollars per week in your pocket to work with. Counting in future gas saved, that’s more than enough to cover the monthly payment on a Tesla Model 3 SR+.
Full disclosure, this will probably increase the time it takes to get to and from work. So plan accordingly. However, all the time during the work commute has now become gainful employment in the service of the clean energy transition. Nice! Of course, if you have a short commute, then such a plan is less optimal. But for our long commuters, this optimization will both enable you to make money while commuting and turn the tables on typical transport energy usage to fight climate change.
Not too shabby!
Now I know that I haven’t provided every little detail in my post. So if you have any questions about how to employ rideshare to help you purchase a clean energy vehicle and get you off the fossil fuel pollution wagon, I will be regularly checking the comments section below. So feel free to ask any question that you might have.
Thanks so much for stopping in! For the next blog post, I’ll be talking about Arctic sea ice as we haven’t had an update on that subject here in a while. Kindest regards to you all! And if you want a riddle for a near future blog post/Radio Ecoshock interview topic it’s a word with a hidden meaning: Lucina.
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Posted by robertscribbler on May 1, 2019
https://robertscribbler.wordpress.com/2019/05/01/how-i-used-rideshare-to-afford-a-tesla-model-3-you-can-do-it-too/
Street Fighting Against Climate Change in a Tesla Model 3
So I have a big announcement to make. And you’ll have to excuse my enthusiasm because this has all been a rather heady experience. But I listened to your feedback and took delivery of a Tesla Model 3 SR+ this past Thursday. If you want to take a look at my new clean energy monster, then feast your eyes below:
(My new Model 3 SR+ — which I’m calling Clean KITT after Knightrider from the 1980s series.)
It’s a big deal for me for a number of reasons. First, the Model 3 is the most significant vehicle purchase I’ve ever made in terms of cost. Paying 39,500 dollars for a car is something I would have never even dreamed of doing just a decade ago. But when it comes to driving a capable, long-range electric vehicle your prices are going to range from around 36,000 dollars to 40,000 dollars even for the most affordable options. I expect to recoup a decent amount of this cost, though. And I’ll be talking about how in a future blog post.
Comparing the capabilities of other EVs in this price range — such as the Leaf Long Range, the Chevy Bolt, the Hyundai Kona, and the Kia Niro — it became more and more apparent that the Tesla Model 3 was a non-pareil. Here is a vehicle that competes directly with the Mercedes C class and the BMW 3 series on luxury and muscularity. One with a similar all-electric range (240 miles from a 59.5 kW battery pack) and with a similar price, but one that features much faster charging, a far better and more expansive charging network, and integrated electronics intended to maximize its sustainability potential (more on this later as well).
(Supercharging at the Woodbridge station in Northern Virginia this weekend.)
The disparity became even more apparent after my test-drive on Thursday at the Montgomery Mall Tesla Sales Center followed up by this weekend’s 230 mile round trip journey from Gaithersburg, MD to King George VA and back — including two Supercharger stops in which the Tesla refueled at 50-70 kW and 90-120 kW rates. The kind of fast charging that other vehicle brand EVs only dream of having widespread access to.
Second, this vehicle is really something to be proud of. It’s going to help me cut my driving-based carbon emissions by about 2/3. That’s going to drop my personal emissions by about 2 tons per year. It’s going to enable me to share about another 4 tons per year of carbon cuts through rideshare. And it’s going to let me do it in a very stylish and attractive way. In such a way that will really help me to make the clean energy transition look very, very appealing.
(Introducing Clean KITT!)
Third, my Tesla purchase will be an investment in an all-clean-energy company with an integrated plan to fight climate change. The dollars I sent to Tesla will in turn be spent building massive battery and EV factories, producing solar panels, and sending out more carbon-cutting vehicles and products all over the world. In other words, my actions at home and on the street will help to form part of a global transformation action as well (Planning to buy a Tesla? Click here for 1,000 free Supercharger miles).
In the coming week, I’m heading out on the rideshare circuit in this Tesla through Uber (I’ll be blogging more about how to earn money for a Tesla through rideshare later, but if you want to jump the gun and start now, please help this blog and use my referral code: ROBERTF30288UE).
(Clean KITT takes on the fossil fueled dinosaurs through rideshare this week!)
So, until next time, I’m off to streetfight against climate change in Tesla Model 3. And if I’m going to go to the increasingly heat-blasted concrete to fight against the biggest challenge ever to face humankind as just little ol’ me, I’m glad that the ally in my corner is this amazing clean machine.
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Posted by robertscribbler on April 22, 2019
https://robertscribbler.wordpress.com/2019/04/22/street-fighting-against-climate-change-in-a-tesla-model-3/
Best EV Charging Options for Rideshare and Personal Use?
In this more difficult present life, we confront the problems caused by human-forced climate change on a daily basis. And over the past week, midwest flooding resulting in more than a billion dollars in damages with multiple communities disrupted is just the most recent example.
It’s the same kind of persistent extreme weather pattern that many scientists warned was likely to emerge as the Earth warmed into the present range of around 1-1.2 C above 1880s averages. And it’s just one aspect of a crisis brought about by fossil fuel burning that we are all presently called to fight.
(According to NASA, February of 2019 was the third hottest such month in the 139 year climate record. Global temperatures ranging around 1.14 C above average are presently tipping the scale toward more extreme climate change related events. This situation keeps getting worse if we continue to burn fossil fuels. Image source: NASA.)
My personal project in response to this crisis at present is to transition to clean transportation and to share it with others through rideshare technology. And last week many of you helped me to make a first step toward that response. Thank you! The votes are in and most of you appear to favor the Tesla Model 3 vs Nissan Leaf Long Range, the Chevy Bolt, and the Hyundai Kona/Kia Niro (see the results of last week’s poll here).
Before I make my final choice, I’d like to take a look at one last criteria — available charging infrastructure. For my part, I’ve got an added challenge. I do not presently have the ability to charge at home. So I need to be able to access a public or work charging station in order to charge my clean ride. I think a good number of people are probably in the same situation.
(A video walk-through of clean vehicle charging options for climate change response.)
For the work piece, I work at home. So no dice. But luckily for me the sweetie (my wife — Cat) works at the Humane Society of the U.S. which does provide a work charging station. Use of that charging station during her work hours alone would enable me to charge the Tesla for both rideshare and personal use through a level 2 charger (240 outlet and J1772). To practically use this I would probably have to rotate use of my ICE — giving me about 2/3 clean ride coverage. That’s doable, but not ideal. A more perfect method would be to purchase two electric vehicles and rotate those through Cat’s work charger. But, at present, we don’t have the funds for such an endeavor.
As a result, I’m going to have to access public charging infrastructure to fill the gap if I want to maximize my clean riding time. Thankfully, there’s an app called Plugshare which provides a great deal of information about charging infrastructure across the U.S. and around the world. If you’re interested in getting an EV but are anxious about charging — I encourage you to check it out. Very helpful!
According to Plugshare, here in Gaithersburg, there’s a huge number of public chargers. Many of these are nearby.
(My home community of Gaithersburg supports numerous electric vehicle charging stations. Level 2 chargers are shown in green and fast chargers are shown in orange [not origin ;)]. Image source: Plugshare.)
If you look at the above image you’ll see a map of the Gaithersburg area covered in green and orange images. The green images indicate level 2 charging stations which are capable of providing between 15-30 miles worth of vehicle range per hour. The orange images indicate fast chargers which are capable of near full recharge in between 35 minutes to one hour and fifteen minutes. Thankfully, my home location in Gaithersburg is within 1-2 blocks of three level 2 charging stations. Two of these stations cost around 45 cents per kilowatt — which is comparable to present gas prices. Not ideal, but decent in a pinch. One of these stations is free.
So, already, looking at both Plugshare and work options, I have potential access to two free charging stations and two pay stations in rather convenient locations. Pretty cool. Now for the next step — fast charging. And here is where we start to differentiate between electric vehicles. For this evaluation, we will compare between Tesla Model 3 and all the rest. The reason? Chiefly that Tesla has its own massive national network of Superchargers.
The rest — Bolt, Leaf, Kona, Niro — are presently beholden to 50 kW charging in my area. This is due to internal vehicle fast charging ability and due to rated chargers nearby. Networks like CHAdeMO, EVgo, and Charge America, provide 5 such fast chargers within five miles of my home location. Pretty wide coverage and much better options than I’d originally anticipated. But not the same as…
(The Tesla Supercharger network of 12,888 chargers at 1,441 stations across North America provides a major, high tech support for clean energy drivers. Image source: Tesla.)
For Tesla we have the nearby Rio Supercharger which provides up to 120 kW charging at 12 stalls. Such chargers are about 1.5 to 2.5 times faster than the other fast chargers. And soon these chargers will be upgraded to the version 3 — which is rated at 250 kW. It’s worth noting that I couldn’t use this Supercharging station while ridesharing. However, fair use would let me Supercharge my clean energy vehicle 1-2 times per week here at the going rate of 28 to 32 cents per kilowatt. About 40 percent less than gas. Impressive, most impressive!
It’s worth noting that different vehicles are charged by different plugs. And, in total there are at least five plugs available. So any electric vehicle will probably need adapters to access the wider EV charging network. In general, though, most non Tesla vehicles can access non Tesla fast chargers without an adaptor. With an adaptor, Teslas can access both Superchargers and Fast Chargers while non Teslas cannot access the vast Supercharger network.
Overall, there are good charging options in my area. But the most potentially versatile EV for charging, among Bolt, Leaf, Model 3, Kona and Niro is again the Model 3. So it looks like we have a front-runner here.
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Thanks for joining me again! I hope this most recent blog was helpful and informative to you. If it was, please share widely! In addition, if you are interested in participating in clean rideshare to help fight climate change please consider using my Uber referral code ROBERTF3028UE. For the next blog, I’ll be making a big announcement. Hope to see you then!
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Posted by robertscribbler on April 11, 2019
https://robertscribbler.wordpress.com/2019/04/11/which-ev-provides-the-best-charging-options-for-rideshare-and-personal-use/
U.S. EV Sales Surge to New Record in August
Tesla Model 3 is driving a massive surge in U.S. electric vehicles sales. According to Inside EVs, Tesla Model 3 sales hit 17,800 during August in the U.S. Meanwhile total U.S. EV sales likely hit near 35,000.
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Posted by robertscribbler on September 5, 2018
https://robertscribbler.wordpress.com/2018/09/05/u-s-ev-sales-surge-to-new-record-in-august/
US EV Sales Likely Hit 26,000 in June
The big surge in electrical vehicle sales within the U.S., primarily driven by clean energy leader Tesla, continues.
According to reports from Inside EVs, total U.S. EV sales are likely to hit near 26,000 for the month of June. Such sales increases have primarily been driven by Tesla — which sold over 11,000 EVs in the U.S. for the month — representing nearly half (42 percent) of the entire U.S. market.
(Unpacking why EVs are so important to confronting climate change.)
Tesla’s dominance was spear headed by its Model 3 — which sold over 6,000 in June to the U.S. (and approximately 2,000 to Canada). Meanwhile, combined Model S and Model X sales were in excess of 5,000 in the U.S.
Other U.S. clean energy vehicle leaders for the month of June included Toyota Prius Prime (a plug in hybrid electrical vehicle), the Nissan Leaf, The Chevy Bolt and the Chevy Volt (plug in hybrid). In total, all of these four models combined represented less sales than Tesla — approximately 5,900 in total or about 55 percent of Tesla’s sales. Of these, only the Prius Prime cracked the 2,000 mark (see more here).
(U.S. EV sales are rapidly increasing in 2018. Image source: Inside EVs.)
Overall, it appears that U.S. EV sales are likely to hit near 400,000 on the back of Tesla’s rapid expansion in production rates. In addition, GM has recently acknowledged that it is unable to meet high demand for the Bolt in the U.S. and has stated that production lines are set to expand by 20 percent. Though this is unlikely to satiate rising EV demand, it will add to the widening trend of ramping clean energy sales here.
GM recently saw big Bolt sales gains in South Korea. And the company recently acknowledged that it is not doing enough to meet consumer’s clean energy needs in North America. Though a bump from 26,000 to approximately 31,000 Bolts sold from 2017 to 2018 is a drop in the bucked compared to the approx 100,000 or more new EVs Tesla will be adding by itself vs 2017 (100,000 total EVs in 2017 to approx 200,000 total in 2018).
(Tesla hits past 5,000 Model 3’s per week in late June and early July. Image source: Bloomberg.)
Looking ahead, Tesla appears set to sell well in excess of 10,000 Model 3s alone in the U.S. in July as weekly production rates surge. According to Bloomberg’s Model 3 Tracker (image above), the company has sky-rocketed weekly Model 3 production rates to above 5,000 during late June and early July. And while some wag is likely between the mid 2,000s to mid 5,000s as Tesla continues to work on its lines, the company is on a clear path for increased production — aiming at another surge to 6,000 per week by August.
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Posted by robertscribbler on July 9, 2018
https://robertscribbler.wordpress.com/2018/07/09/us-ev-sales-likely-to-hit-26000-in-june/
Tesla Achieves Model 3 Production Goals
Tesla achieved a major surge in clean energy vehicle production during the second quarter of 2018.
According to reports from Tesla, the all renewable energy corporation produced a whopping 53,339 electrical vehicles during Q2. Of these, 24,751 were Model S and X. Meanwhile, Tesla produced an amazing 28,578 Model 3s.
Overall, this is almost double the 25,708 EVs produced during Q2 of 2017. A very impressive jump that included Tesla exceeding 5,000 Model 3s produced during the final week of June with a total weekly EV production rate of nearly 7,000 (see below).
(Tesla hits clean energy vehicle production milestones during Q2 of 2018.)
These are huge numbers for Tesla — showing that the company is achieving its goal of mass produced clean energy automobiles. A feat that is even now setting off shock-waves through the global auto market (and a major smear and fear campaign at the hands of pro-fossil fuel Tesla shorts).
Tesla appears to be well on its way to hitting around 200,000 EVs produced by the end of 2018 — with 88,000 coming out of Tesla’s factories in the first half of the year. If present trends hold, it appears that Tesla will hit between 60,000 and 75,000 EVs during Q3, with still more on the way during Q4.
(Tesla crushes Q2 production during big Model 3 surge. Image source: Inside EVs.)
Such high rates of production from Tesla’s multiple vehicle lines are now likely to enable Tesla to begin leveraging economies of scale to increase cash influx. Setting up Tesla’s planned profitability during the second half of the year. Meanwhile, Tesla revenues continue to rapidly grow. All good news.
I’ve said it before here, but I’ll say it again. Tesla’s success is critical to the clean energy revolution. It is the only major all-clean energy automaker in the West. One that is leveraging a combination of 100 percent renewable energy technologies — solar, batteries, and EVs — to rapidly and competitively move into markets traditionally dominated by fossil fuel based industries. And it is this kind of direct replacement of fossil fuels with renewables that will enable rapid global carbon emissions reduction and movement away from a future blighted by catastrophic climate change.
(Tesla team celebrates its achievement of 5,000 Model 3s produced within one week. Image source: Tesla.)
Full Tesla press release follows:
PALO ALTO, Calif., July 02, 2018 (GLOBE NEWSWIRE) — In the last seven days of Q2, Tesla produced 5,031 Model 3 and 1,913 Model S and X vehicles.
Q2 production totaled 53,339 vehicles, a 55% increase from Q1, making it the most productive quarter in Tesla history by far. For the first time, Model 3 production (28,578) exceeded combined Model S and X production (24,761), and we produced almost three times the amount of Model 3s than we did in Q1. Our Model 3 weekly production rate also more than doubled during the quarter, and we did so without compromising quality.
GA4, our new General Assembly line for Model 3, was responsible for roughly 20% of Model 3s produced last week, with quality from that line being as good as our regular GA3 line. We expect that GA3 alone can reach a production rate of 5,000 Model 3s per week soon, but GA4 helped to get us there faster and will also help to exceed that rate.
Tesla expects to increase production to 6,000 Model 3s per week by late next month. We also reaffirm our guidance for positive GAAP net income and cash flow in Q3 and Q4, despite negative pressures from a weaker USD and likely higher tariffs for vehicles imported into China as well as components procured from China.
Q2 deliveries totaled 40,740 vehicles, of which 18,440 were Model 3, 10,930 were Model S, and 11,370 were Model X. Model S and X deliveries are in line with our guidance provided on May 3. As we previously noted, we are in the process of changing the quarterly production pattern of those vehicles for the various worldwide regions to ensure a more linear flow of deliveries through the quarter. Both orders and deliveries for Model S and X were higher in Q2 than a year ago. Our overall target for 100,000 Model S and Model X deliveries in 2018 is unchanged.
11,166 Model 3 vehicles and 3,892 Model S and X vehicles were in transit to customers at the end of Q2, and will be delivered in early Q3. The high number of customer vehicles in transit for Model 3 was primarily due to a significant increase in production towards the end of the quarter.
The remaining net Model 3 reservations count at the end of Q2 still stood at roughly 420,000 even though we have now delivered 28,386 Model 3 vehicles to date. When we start to provide customers an opportunity to see and test drive the car at their local store, we expect that our orders will grow faster than our production rate. Model 3 Dual Motor All Wheel Drive and Model 3 Dual Motor All Wheel Drive Performance cars will also be available in our stores shortly.
The last 12 months were some of the most difficult in Tesla’s history, and we are incredibly proud of the whole Tesla team for achieving the 5,000 unit Model 3 production rate. It was not easy, but it was definitely worth it.
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Our delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct. Final numbers could vary by up to 0.5%. Tesla vehicle deliveries represent only one measure of the company’s financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.
Forward-Looking Statements
Certain statements herein, including statements regarding future production and delivery of Model S, Model X and Model 3, expected cash flow and net income results, and growth in demand for our vehicles, are “forward-looking statements” that are subject to risks and uncertainties. These forward-looking statements are based on management’s current expectations. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.
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Posted by robertscribbler on July 4, 2018
https://robertscribbler.wordpress.com/2018/07/04/tesla-achieves-model-3-production-goals/
Tesla’s Mass Clean Energy Production as Response to Climate Change Surges in June
Surging wind, solar, electrical vehicle and battery storage production provide the world with the opportunity to start reducing annual carbon emissions in the near term. And one clean energy leader appears set to break new ground toward achieving that helpful goal.
(Tesla appears set to achieve goals, squeeze shorts, and help make clean energy more accessible for everyone.)
According to recent reports from Electrek, a Tesla employee recently leaked that Gigafactory battery pack production for the Model 3 has averaged 5,000 per week during June. If true, it shows that one key portion of the Tesla Model 3 line is humming along at a very strong rate of production commensurate with the company’s sky-high goals.
In addition, we have recently discovered that Tesla has not one, not two, but three production lines running for the Model 3 at its Fremont factory. During April and May Tesla constructed a second production line. And by late May these two lines surged to 3,500 Model 3 per week production.
(Tesla has constructed a massive semi-permanent structure to house a third Model 3 line in an effort to hit 5,000 vehicles per week. This line appeared in a very short period of time and shows that Tesla may indeed be capable of very rapid jumps in the number of electrical vehicles it produces. Image source: Teslarati.)
Meanwhile, during June, reports emerged that a hard-shell semi-permanent shelter had been erected to house a third Model 3 production line at the Fremont factory site. This third line is dedicated to producing dual-motor and performance versions of the EV — which are now officially on offer.
Overall, it appears that the clean energy company likely produced between 25,000 and 30,000 Model 3s during Q2. With total EV production including Model S and X in the range of 45,000 to 55,000. By comparison, Tesla produced approximately 100,000 EVs during 2017. So they are on track to at least double clean energy vehicle production during 2018.
(Indicators point to between 25,000 and 30,000 total Model 3s produced during Q2 — a massive surge over Q1. Image source: Bloomberg.)
This big surge reminds me a bit of the mass production effort that occurred in response to Axis power aggression during World War II. Although, the present clean energy production wave is in response to a serious and ramping climate threat posed by fossil fuel burning. A response that is peaceful, global, and occurring both in a chiefly capitalistic fashion (for Musk and Tesla) and in a socialistic (market-command) fashion for countries like China.
In the end, what’s most important is that a clean energy transition happens, not which political or ideological forces are engaged to achieve it. And what we see now is a mix of society-enhancing policy coming from a variety of cities and states with various market responses. In fact, it is this kind of mixed response that provides the most healthy and broadest-based solutions to the threat of human-caused climate change. So we welcome it in all its various forms.
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Posted by robertscribbler on June 25, 2018
https://robertscribbler.wordpress.com/2018/06/25/teslas-mass-clean-energy-production-as-response-to-climate-change-surges-in-june/
Tesla is Racing Ahead of the EV Competition. Can Major Automakers Like BMW Catch up?
During the first quarter of 2018, Tesla’s Model 3 production ramp enabled it to steal the top EV producer crown from BYD and BMW. But with Tesla now building as much as 3,500 Model 3s and 5,500 EVs in total per week, it appears to be set to establish a major lead in the critical clean energy auto segment.
(Other automakers appear to have been caught somewhat flat-footed by Tesla’s high-quality EV surge. Traditional manufacturers like BMW have got a lot of work ahead of them if they want to catch up.)
Overall, total electrical vehicle production from all automakers is surging during 2018. And BMW is a credible part of that surge. During early 2018, it established a goal of producing and selling 140,000 EVs for the year. This would be almost 40 percent growth on its sales during 2017 — which hit just over 103,000.
Pretty impressive. But it’s nothing compared to what Tesla is now doing. During 2017, the high-quality EV manufacturer sold just over 101,000 electrical vehicles. But during 2018, that number is likely to double to around 200,000 — driven by a very rapid ramp in Model 3 production. The effects of this ramp are clear as day. It will propel Tesla into the position of global EV sales leader for at least the next 1-2 years.
(Tesla Model 3 Production appears to have surged to around 3,500 during mid-May. This is evidence of Tesla hitting its targets. Model 3 production is likely to surge to around 5,000 during June. No other automaker presently produces EVs in such high volumes. Image source: Bloomberg.)
Tesla’s advantages in the early stages of this race are multiple. It owns a massive supercharger network that is presently without parallel. It owns a very large battery and growing battery production capability. And it presently produces the fastest, longest range, easiest to recharge EVs in its market segment. Not only that, hundreds of thousands have reserved Tesla vehicles for purchase — so a huge chunk of future demand is in the bag.
Traditional automakers like BMW presently possess none of these advantages. BMW must contract out with other battery producers to guarantee its electrical vehicle ramp. This makes it less able to respond to demand signals than Tesla. BMW’s charger network is also third party — and it presently lags behind Tesla in supercharger capability. And BMW won’t be producing EVs capable of competing directly with high-spec Tesla cars until 2020 at the earliest. This due, primarily, to the fact that Tesla has a leap or two ahead in battery tech. BMW, in other words, is waiting on lower cost batteries from Samsung.
(Tesla has a luxury that most other EV manufacturers don’t — owning battery production allows it to rapidly ramp its EV offerings. Only BYD possesses a similar capability. And, presently, Tesla battery tech appears to have achieved economies that are 1-2 years ahead of the competition. Image source: Building Tesla.)
Moreover, automakers like BMW will see increasing competition coming from Model 3 for their high-margin luxury and sport ICE vehicles. Model 3 performs as well or better than pretty much all of these cars, has a lower cost of ownership by far, and doesn’t spew nasty fumes.
In short, Tesla has established for itself a top pole position in the race to provide win the future of automobile manufacturing. The rest of the pack is pretty far behind at present. And if we know one thing about Tesla, it’s very good at acceleration.
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Posted by robertscribbler on May 23, 2018
https://robertscribbler.wordpress.com/2018/05/23/tesla-is-racing-ahead-of-the-ev-competition-can-major-automakers-like-bmw-catch-up/
Tesla is Pwning Markets Traditionally Dominated by ICEs as Manufacturers Desperately Call for More Battery Production
Last year, the world produced more than 1.2 million electrical vehicles. This was nearly 60 percent growth from the previous year when just shy of 800,000 EVs hit the world stage. During 2018, the world is expected to achieve anywhere between 1.6 and 2 million electrical vehicle sales. And by 2020, the number is likely to exceed 3 million. In other words, clean transportation that transitions away from climate change producing fossil fuel burning is a major emerging and rapidly growing global market.
(Tesla is surging ahead in the race to produce clean energy vehicles. But Volkswagen has promised to spend 48 billion on batteries in a bid to catch up. Image source: Inside EVs.)
Today, Tesla presently dominates global clean transport sales. Producing just three models — the S, the X, and the 3 — this new automaker is seriously disrupting a number of traditional segments. During most weeks, Tesla now produces more than 4,000 all electrical vehicles in total. This makes it the largest global EV producer by a long shot at a present pace of more than 200,000 vehicles per year. In the key U.S. market, Tesla appears to have sold between 5,000 and 8,500 vehicles during April alone. And the mass-produced Model 3 is presently making up more than half those sales at between 3,875 and 4,777 according to estimates by InsideEVs and CleanTechnica.
For Tesla, it’s just another milestone on the road to mass vehicle electrification. By summer, the clean energy company expects to be producing around 7,000 electrical vehicles per week in total — with fully 5,000 of that number coming from the Model 3 alone.
What this means is that Tesla is both racing ahead of other automakers in the EV field and that it will also start to dominate markets traditionally ruled by carbon-belching ICE makers. As one example of this trend, the Model 3 is presently the #21 best-selling car in the U.S. — out of all cars sold. By summer, it is likely to be #6. In its segment — small to medium sized premium cars — it is presently crushing the likes of Acura, Infiniti, and Jaguar to take the #5 spot. But with 5,000 per week production on the way, in just a few months it will assuredly take the crown from Mercedes and BMW.
(According to CleanTechnica analysis, Tesla appears likely to dominate the small to mid-size luxury vehicle segment in the U.S. come May to June. Image source: CleanTechnica.)
This from a type of vehicle — electric — that was once thought to be humble and non-competitive. One can practically hear the crack of the world-spanning shot running through the global auto industry at this time. An industry that has been mostly caught flat-footed by a trend that us clean energy advocates have long been predicting.
The reaction by traditional industry has been predictably varied and chaotic. Ford appears to be in full retreat from segments that are now increasingly dominated by high-quality EVs — recently announcing that it will no longer build sedans, but will instead focus on trucks and SUVs. On the other side of the spectrum, a Volkswagen still reeling from the PR disaster that was dieselgate appears to have seen the electric light. That OEM has now pledged to spend 48 billion in battery orders in an effort to beat or at least confront Tesla in the market that it created.
Batteries are the key enabler to mass EV production. Hyundai had a hard lesson in this over past days as the all-electric Ioniq — celebrated for its efficient design — ran into a supply wall. The reason? Hyundai had only planned for 1,200 battery packs per month. But demand for the clean energy vehicle quickly outstripped supply. Hyundai subsequently stretched Ioniq production to 1,800 per month. But, at that point, the automaker was dead in the water on further expansions due to a 2 year lead time for battery contracts. In other words — if you don’t have battery production or suppliers, then you’re out of luck if you want to produce EVs in higher volumes.
(Global lithium battery supply and demand keep running ahead of expectations. By 2021, racing global battery producers are likely to supply 344 GWh of battery production or more. Image source: Bloomberg New Energy Finance.)
Battery manufacturers are thus scrambling to meet a rapidly rising demand. In 2017, global battery production capacity stood at about 100 gigawatt-hours (GWh). And global expansion plans appear to be aiming for around 300 to 350 GWh by 2021. But even this estimate could be low. For Volkwagen’s own recent 48 billion dollar call for EV batteries is likely to generate even more supply chain expansions even as other automakers call for more production.
Returning to Tesla, we would be remiss if we didn’t highlight one of its many key advantages — it owns its battery supply chain. Tesla’s Gigafactory in Reno, through its partner Panasonic, is expected to be able to produce 35 GWh of batteries all by itself over the next year or two. This is enough to support annual Tesla EV production in the range of 400,000 to 500,000. Gigafactory battery capacity is expected to expand to 150 GWh by the early to mid 2020s — which would support two million or more EVs each year.
(Without the Tesla Gigafactory in Reno, U.S. battery production would be dead in the water due to myopic and harmful policies produced by the republican-dominated federal government and various similar state legislatures. Europe, China and Tesla have realized that large scale battery production is necessary for a clean energy future and a related strong response to climate change.)
By contrast, Volkswagen is presently targeting 3 million EVs per year by 2025. In 2018, it is well behind Tesla — unlikely to see sales across all EV models exceeding 100,000 while Tesla is likely to at least double that number. So VW will have to race to catch up. A 48 billion dollar battery buy will be key to achieving this goal. It’s a very aggressive move that will enable the manufacturer to produce millions of EVs in the future. But, at the present time, it is seriously lagging. A situation that doesn’t have much chance of changing until the early 2020s even as Tesla gains both credibility and market share.
At least Volkswagen appears to have seen the proverbial writing on the wall. Transition is, after all, the best option in the face of competition from far more healthy and desirable EVs. For the other laggards in the traditional auto industry — time’s a-wasting.
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Posted by robertscribbler on May 9, 2018
https://robertscribbler.wordpress.com/2018/05/09/tesla-is-pawning-markets-traditionally-dominated-by-ices-as-manufacturers-desperately-call-for-more-battery-production/
Tesla’s EV Lead Expands as Production Hits 13,000 to 17,000 in April
In the present day, two forces are helping to drive the potential for a rapid and much-needed transition to clean energy. On the one hand, we have countries like China and states like California providing clean energy leadership and incentive. And on the other hand, we have clean energy innovators like Tesla who continue to stretch the bounds of what’s possible.
This month, Tesla proved naysayers wrong by consistently producing more than 2,000 all electric Model 3 vehicles per week. During late March, Tesla produced 2070 Model 3s in one week. The next week they produced 2100. And the following week they produced 2250. During the third week of March they probably produced around 1,000 as the line shut down for improvements for 3-5 days. However, it’s likely that the final week will show in excess of 2,200 as the production line again expanded.
(Tesla EV production rates saw a big jump in Q1 as Model 3 began to hit a stride. However, Q2 2018 results will likely more than double that of Q4 of 2017 with Model 3 likely averaging over 2,000 per week. Image source: Statista and Tesla. )
Assuming that average weekly Model S and X production rates of around 1,000 (each) continued throughout the month, it appears that Tesla achieved a total rate of 4,000 BEVs produced each week. In sum, that adds up to a yearly rate of 200,000 per year.
Such a rate would make Tesla the present fastest-rate producer of EVs in the world. It would outstrip BYD and BIAC. It would leave BMW, Volkswagen, and Nissan in the dust.
Since Tesla rates of production can vary from week to week and month to month, the estimate I’ve given ranges from 13,000 to 17,000 EVs produced for April. Implied in this number is a one-month rate for the Model 3 that approaches all of Q1 production.
(CO2 emissions per 100 kilometers driven is greatly reduced when EVs are mated to grids with high clean energy penetration — like the one in Ontario. And it is for this reason that mass replacement of ICE vehicles with EVs is a key climate solution. Image source: Plug’n Drive.)
By May, it is likely that we will see 1 week rates for Model 3 exceed 3,000 as Tesla adds a third shift and continues to refine its line. Average total EV production for the month could exceed 20,000 if this ramp is achieved. By June, Tesla is aiming for a peak Model 3 production above 5,000 per week — which would imply a total EV production rate of 7,000 per week.
What all these numbers mean, and what few are reporting, is it appears that Tesla is achieving a break-away rate of electrical vehicle manufacturing. One that other automakers will have major difficulty catching up with. Such large volumes of EVs will displace a significant amount of carbon emitting ICE demand. Fossil fuel luxury and sport vehicles by BMW, Toyota, VW, Volvo, GM and many others will increasingly be replaced by this flood of high quality electrical vehicles. And a signal will be sent to the markets that higher margin ICE sales are taking a serious hit.
(Tesla Model 3 production rates significantly accelerated during early Q2 of 2018. Image source: Bloomberg Model 3 Tracker.)
If Tesla’s ramp continues, it will easily be selling 300,000 to 350,000 EVs per year by 2019 — which is considerably more than Volvo’s annual U.S. sales. This high volume will force other automakers to respond in kind. But since none will likely be able to produce in comparable volume and quality until at least 2020, Tesla is developing a major head start.
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Posted by robertscribbler on April 26, 2018
https://robertscribbler.wordpress.com/2018/04/26/teslas-ev-lead-expands-as-production-hits-13000-to-17000-in-april/
Tesla Model 3 Production Keeps Ramping — Hitting Near 2,400 Per Week in Early April
Past behavior can often be predictive of future results. Sometimes, however, we are pleasantly surprised. Such is the case with Tesla’s Model 3 production ramp this week.
Tesla’s Big Surge Continues
According to reports from both Electrek and Bloomberg, Tesla appears to have sustained weekly rates of Model 3 production above 2,000 for more than 14 days. Indicators for this continued surge come in the form of record VIN number releases. For since late March, the number of Model 3 VINs ordered from the U.S. government has doubled from approximately 14,000 to around 28,000. Meanwhile, Bloomberg’s Model 3 production tracker has surged to 2,394 all-electric vehicles per week. A new record.
(Bloomberg’s Model 3 tracker has captured a big surge in Model 3 production translating through to early Q2. Image source: Bloomberg.)
The big jump in VINs comes along with Tesla CEO Elon Musk’s announcement that he planned to continue Model 3 production rates of over 2,000 vehicles per week into early April. This higher production rate is contrary to past production behavior by Tesla — which typically surges late in a financial quarter and then backs off at the start of a new quarter.
5,000 Per Week Model 3 Production Goal in Sight
And though it is still possible that we could see all-electric, zero-tailpipe emissions Model 3 production slackening a bit following this most recent, apparent much longer-running surge, there are indications that Tesla’s capability is rapidly expanding. First, it appears that two lines are now running for Tesla Model 3 and related battery production. Second, it appears that many of the Model 3 bottlenecks have been addressed. And, third, it looks like new Model 3 production infrastructure continues to spring up in the form of dedicated facilities at Tesla’s Fremont plant and Nevada Gigafactory.
(A drone fly-over of the Tesla Fremont factory shows new buildings that appear to be dedicated to Model 3 production efforts. Video source: Tesla Factory Flyover Drone.)
Tesla’s production legs are, therefore, growing longer. And, in light of this fact, it appears that our earlier estimate that Model 3 would produce between 17,000 and 27,000 during Q2 may fall a bit short. As a result, that estimate is now adjusted upward to 18,000-30,000. This steepening ramp is increasingly possible especially if Tesla is able to maintain production rates in excess of 2,000 Model 3s per week through April and May even as it attempts a surge to 5,000 Model 3s per week by June.
Diversification of Model Line Planned For July
Tesla presently still has around 470,000 reservation holders for the Model 3. However, it’s uncertain how many of these are waiting for the long-range, rear-wheel drive version that is now in production. Past indicators are that the number is around 100 to 120K. Most of the rest either appear to be holding out for the dual motor version or for the lower price version. A 5,000 vehicle per week production rate will quickly eat through remaining long range, rear wheel reservation holders. And it is likely for this reason that Elon Musk is planning to start looking at producing the dual motor Model 3 during July of 2018.
So not only is the pace of Model 3 production quickening, the advent of new Model 3 versions is on the horizon. All-in-all this is good news for Model 3 reservation holders and for renewable energy/climate change response backers in general. We’ll have to watch Tesla indicators closely. But it appears, more and more, that the company is able to put Model 3 production hell behind it. To step it out as an all clean energy mass producer.
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Posted by robertscribbler on April 9, 2018
https://robertscribbler.wordpress.com/2018/04/09/tesla-model-3-production-keeps-ramping-higher-hitting-near-2400-per-week-in-early-april/
U.S. Electrical Vehicle Sales Rocket Higher — Breaking New Records in March
A proliferation of attractive electrical vehicle models produced by automakers combined with a surging Tesla to generate a significant new U.S. sales record in March.
The surge is indicative of a break-out ‘moment’ for EVs that will likely result in serious growth in this clean energy segment throughout 2018. The potential now exists that total U.S. EV sales will exceed 300,000 this year. As the global, regional and local impacts of continued high carbon emissions from fossil fuel industry worsens, this surge in clean energy technology couldn’t come on fast enough. However, as is true with all carbon emission reduction efforts, the pace needs to be quickened if we are to provide a navigable pathway through the rising crisis that is human-caused global warming.
44 Percent Growth YoY
In total, March saw 26,373 electrical vehicles sold in the U.S. This is about a 44 percent growth rate over March of 2017 at 18,542 EVs hitting the streets during that time. It was also a new all-time monthly record for the U.S.
(Due to better overall efficiency and zero tailpipe emissions, pure electrical vehicles presently cut annual carbon emissions by more than half. Plug-in hybrids also produce substantial emissions reductions. But the kicker is that when combined with an all renewable grid, pure EV production to roadways carbon emissions fall by 90 percent to up to 100 percent if materials and logistics are decoupled from carbon sources as well. Grids in the U.S. are becoming cleaner. As a result, EV emissions are making further progress over their dirty gas and diesel counterparts. Image source: Union of Concerned Scientists.)
Tesla Model 3, beginning a break out production surge, led the pack by hitting 3,820 sales. Tesla Model S trailed somewhat at 3,375. While Toyota Prius Prime’s plug in hybrid rounded out the top 3 at 2,922.
In the past, sales rates in excess of around 500 for individual models in any given month was seen as significant. And from the Chrysler Pacifica plug in hybrid (480) on upward to the Chevy Volt (1,782) and Tesla Model X (2,825), fully ten attractive models (outside of the top 3) fall within this range at present. These include both the Chevy Bolt (1,774) and the Nissan Leaf (1,500). Bolt, a long range all-electric vehicle rated at over 200 miles produced significant sales in the 2,000s to low 3,000s per month late last year. But as the Model 3 production ramp has increased, Bolt sales have lagged. A 151 mile range version of the Nissan Leaf (1,500) is one of the top selling EVs globally. However, the new Leaf’s production ramp in the U.S. has been a bit slower. That said, it’s expected that the Nissan sales effort for the Leaf in the U.S. will be substantial going forward.
Sales Surge Due to Multiple Factors
Meanwhile, the long tale of models selling between 100 and 400 is extending — with fully 16 models accounted for in that range.
(The U.S. saw a major surge in electrical vehicle sales during March. The start of a trend that will likely continue through the end of 2018. Image source: Inside EVs.)
The primary drivers of the major sales surge, therefore, are multiple. First, Tesla’s own production effort creates a lot of momentum for the surge — so far adding a net gain of around 3,000 vehicles all by itself. A second surge comes in the form of the advent of more attractive long range EV models like the Bolt and the Leaf — both of which are drawing intense interest from buyers. A proliferation of attractive plug in electric hybrid vehicles like the Toyota Prius Prime, The Chrysler Pacifica, The Honda Clarity (1070), and the Chevy Volt is leading a third wave in the surge. A final push comes simply due to model proliferation and increased general sales efforts.
Due to these combined trends, and due to the fact that additional attractive long range EV models are likely to become available during 2018, the 300,000 EV per year mark appears to be well within reach for the U.S. during 2018. Hitting so high would represent more than 50 percent growth over 2017. However, if major EV manufacturers like Tesla manage to step up their production game further, even the 300,000 mark could be substantially overcome.
Exciting if uncertain times.
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Posted by robertscribbler on April 6, 2018
https://robertscribbler.wordpress.com/2018/04/06/u-s-electrical-vehicle-sales-surge-breaking-new-records-in-march/
Top Global EV Automaker? Telsa Electrical Vehicle Production Surges During Early 2018
The Tesla bears have all sorts of reasons to cry today.
Not only did Tesla manage to produce four times the number of revolutionary Model 3 vehicles it made during the fourth quarter of 2017, it also hit multiple additional milestones even as CEO Elon Musk derided unfounded rumors that the company was in need of an immediate cash infusion.
Model 3 Surge
Tesla bet its future on the Model 3. And after a nine month period of production chaos and uncertainty, it appears that the bet is starting to pay off.
Late in December of 2017, after struggling through a hellish maze of bottle-necks, Model 3 production rates briefly hit above 1,000 vehicles per week. At year start, this rate slackened somewhat only to reassert by early February. During late February, the Model 3 line was shut down briefly for improvements. Meanwhile, the battery-mass-producing Gigafactory in Nevada (at 11 GWh per year and growing) had opened up a second line for Model 3 batteries after new equipment was shipped in from another Tesla factory in Germany.
With a number of bottle-necks addressed, by mid-March Model 3 production was again surging — hitting around 1,400 per week. A final big late push by the end of the month resulted in weekly production in the range of 2020.
This impressive effort by Tesla generated nearly 10,000 Model 3s for Q1 of 2018. Of this number, about 8,200 are thought to have been sold.
Record First Quarter
With Model 3 selling at nearly as high a rate as Model S and Model X, Tesla appears to have rounded out the first quarter of 2018 with a record 29,980 vehicles delivered. A number that is likely to top 30,000 once all sales are counted. Tesla produced far more — hitting 40 percent growth and 34,494 all-electric vehicles made.
The clean energy company also announced that Model S and X orders were at an all time record high. A slight lag in S and X production during Q4 of 2017, therefore, was the likely cause of slightly lower S/X sales during Q1 of 2018. However, it appears that Tesla is rapidly catching up as it reports that 4060 of these cars were in transit to customers at the start of Q2 even as another 2040 Model 3s were also en route.
Top Selling EV Automaker Globally
Given approximately 30,000 cars sold and 34,500 produced in Q1 of 2018, it appears that Tesla is again in the running for the best-selling maker of electrical vehicles the world over. For it looks like other top contenders — BYD (China) and BMW (Germany) — will sell in the mid 20,000s during the first three months of this year. At the very least, current tracking indicates that Tesla will likely be in the top 3 with BAIC and Nissan trailing behind.
(Top global EV sellers list for January and February from InsideEVs puts Tesla at 5th globally. But a surge in sales during March likely pushed Tesla into the top spot for Q1. Image source: InsideEVs.)
Tesla Model 3 is also likely to hit within the top 6 EVs sold the world over for Q1. Nissan Leaf and the BAIC EC series will likely claim the top two spots. However, the story going into Q 2 is likely to be considerably changed as Tesla tests new limits.
Model 3 Production Likely to Hit 17,000 to 27,000 During Q2
In the U.S., the Model 3 is the uncontested top selling EV already. And its lead is likely to continue to widen.
Tesla notes that it will continue 2,000 Model 3 per week production during the first week of April. If past trends are any reliable indicator, this rate is likely to slacken somewhat as Tesla pauses for breath by mid-April. It doesn’t look like the 3’s production will drop significantly lower than the 1,200 per week mark going forward into April and May, however.
And as the quarter continues, Tesla will also likely attempt another period of surge production aimed at hitting the 5,000 vehicle per week mark. Such a surge will likely occur in June. But we might be treated to a mini surge or two by early to mid May as Tesla tests the 2,000 to 2,500 vehicle per week (or higher) mark again within the next five to six weeks. We expect weekly production during Q2 to average between slightly more than 1,400 per week to 2,250 per week with the number of Model 3s produced approximately doubling to tripling when compared to Q1.
The result is that Tesla appears to be on track to sell between 39,000 and 49,000 EVs (including Model S and Model X) during the second quarter. A surge in sales that will almost certainly propel it to the world’s top EV manufacturer even as Model 3 begins to hit breakout production velocity.
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Posted by robertscribbler on April 3, 2018
https://robertscribbler.wordpress.com/2018/04/03/top-global-ev-automaker-telsa-electrical-vehicle-production-surges-during-early-2018/
Traditional Automakers Shoot Their Future in the Foot by Attacking CAFE Standards
“Rolling back strong national fuel economy and emissions standards will undermine the global competitiveness of the U.S. auto industry. In the absence of federal leadership, states need to continue to lead on clean car standards.” — New York City Comptroller Scott Stringer.
*****
Notable news on the climate and clean energy fronts over the past couple of days. On one side, we have Tesla surging ahead with clean energy vehicle production (more later). Meanwhile, a legacy industry clinging to old, dirty, climate wrecking, fossil fuel driven combustion engines and a perception that such machines mean easy profits, is actively fighting to undermine its own future.
(Polluted skies, more respiratory illness, higher energy costs, less energy independence, ramping climate destruction, the loss of auto industry leadership. Reduce CAFE standards and that’s what you end up with.)
A Crooked Old Business Philosophy
The mainstream U.S. auto industry represented by legacy fossil fuel vehicle manufacturers continued in their decades-long campaign to roll back vehicle fuel efficiency standards (CAFE) this week. The campaign, which was born at about the same time the Environmental Protection Agency first attempted to cut back harmful vehicle based air pollution and related high fuel consumption at the same time, is a creature of purest short-sighted profit motive gone wrong.
Auto industry executives myopically looking at quarterly reports and not at the need for more desirable vehicles in the form of less polluting and non-polluting, more efficient cars have long seen these government standards not as enablers of innovation, but as an onerous constraint. In the 80s, 90s, and 2000s, automakers achieved numerous legislative and executive victories that allowed them to produce slightly modified versions of the same vehicle designs exhibiting only slow, marginal improvements. But these improvements, when achieved, were often used to increase vehicle size and acceleration — not to improve overall efficiency.
A Stated Commitment to Advance Clean Energy
(Increasing fuel economy standards produce massive benefits to the United States. Families save money on fuel, carbon dioxide pollution is greatly reduced, the U.S. becomes more energy independent, and the harmful impacts of climate change are blunted. What is not communicated in the above graphic, however, is the fact that fuel efficiency standards spur American business leadership by encouraging continuous innovation in the form of more attractive, cleaner, more advanced products. Image source: Obama Whitehouse Archives.)
This trend changed with the oil shocks of the middle 2000s and the related establishment of new, more aggressive fuel efficiency standards during the Obama Administration. These stronger CAFE standards followed a massive public bailout of the U.S. auto industry after the Great Recession. A bailout that was predicated on the notion that automakers would improve. That they would innovate in order to become competitive. That they would be more forward-looking.
Promises along these lines were made by auto industry leaders at the time. The Obama Administration subsequently joined with clean energy promoters across the country like California in establishing an aggressive plan to reduce harmful carbon and particulate emissions by rapidly increasing vehicle fuel efficiency. In 2010, these new standards were set. The ultimate goal was to achieve an average fleet fuel efficiency of around 55 miles per gallon by the middle 2020s.
(Obama Administration fuel efficiency increases and targets. Image source: Obama Whitehouse Archives.)
Implied in this goal was a great deal of U.S. auto industry innovation and leadership. Such strong goals would enable automakers to produce world-leading vehicles by pushing them to rapidly improve their designs. In other words, they would develop vehicles that were outside of traditional internal combustion engine (ICE) based platforms. Since electrical vehicles were the lowest cost, easiest to mass produce, and easiest to support non-ICE technology, the 55 mpg standard implied that U.S. automakers would ultimately become electrical vehicle leaders. A new market would be produced. And because of responsible public policy, the U.S. auto industry would have a critical competitive advantage on a global level.
Backsliding and Backwards Thinking
But the old industry didn’t want to innovate. And it often resisted the production of electrical vehicles which were so foreign to its business models and more conservative, traditionally lazy way of thinking. For years, they resisted the increase in CAFE standards by every means imaginable. Instead of asking the government for added incentive and reward for progress achieved, the industry returned to its old tradition of flogging progress through lobbying. Mileage standards were watered down — reduced to 51 mpg by 2025. But the ultimate goal appeared to be to plateau fuel efficiency averages near 36 miles per gallon. A number of mainstream electrical vehicles were produced by these automakers. But many either appeared as token efforts or as reactionary responses to real EV innovators like Tesla.
By the time a backward-looking, corrupt, and autocratic Trump Administration wrested executive political power from the hands of the majority of the American people, these old industry players were ready for a change back to harmful business as usual. So through their ties and lobbying groups, they again pushed for reduced mileage standards.
As of yesterday, Trump’s EPA, hollowed out and corrupted by fossil fuel cheer leader Scott Pruitt, was aiming to roll back Obama’s clean vehicle standards and the potential for broader U.S. clean energy leadership along with it. In other words, a great leap backward — but one that will put Trump’s dirty-fuel-promoting executive branch directly in conflict with both EPA’s stated and lawful mission as well as make foes of state clean energy leaders spear-headed by California. From this against-the-future decision-making a battle will almost certainly ensue. One which will ultimately be fought in the courts.
Shooting Themselves in the Foot
If big auto wins this most recent push to pollute, will it really be winning? To be clear, none of the rest of us will. We’ll be treated to worse climate change and worse health-harming pollution combined. Higher gas prices, higher cost of living, less efficiency and ease in our daily lives. And much more risk and danger.
But what does big auto get out of it? Public ire? Less advanced vehicles that are less competitive in a world that is rapidly moving toward electrification? Lower competitiveness with emerging industries in China? And the inability to compete with the likes of Tesla at home? Taking these variables into account, the auto industry’s push to reduce CAFE standards looks a lot like a pathway to another set of bankruptcies five to ten years down the road. Are a few quarters of extra profits really worth all that?
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Posted by robertscribbler on April 3, 2018
https://robertscribbler.wordpress.com/2018/04/03/traditional-automakers-shoot-their-future-in-the-foot-by-attacking-cafe-standards/
Fossil-Fuel Spear-Headed Fake News Attacks on Electrical Vehicles Intensify as Sales Ramp
In China, the world’s largest automobile market, something amazing is starting to happen. A swarm of electrical vehicles is hitting the streets. The smoggy, smoke-choked air is starting to clear. And oil demand is slowly starting to slacken.
Ramping electrical vehicle production in China takes a bit out of oil demand. Image source: Bloomberg New Energy Finance.
Fossil fuel profit-addicted investors are starting to panic as oil’s very real carbon-spewing death-grip ’round the neck of what is now the world’s largest economy is slowly being pried off.
But big oil is nothing if not a tricky and resourceful beast. So as electrical transportation leaders are marching the world away from dirty energy sources, the fossil-fueled monstrosity is fighting back tooth and nail with its primary weapon of choice…
Fake News
It’s one of those blanket terms that has been dramatically mis-used by those like Trump to generate a million false impressions of late. To attack credible, public-serving media sources and to generate an assault on freedom of the press in total. But the term has its origins in a very real problem that each of us have to deal with every day. That problem being that some news sources can and often do, intentionally or unintentionally, get the story wrong.
Why?
Well, it can happen for a hundred different reasons not the least of which is social and individual bias. But a key issue for the present day is news generated by special-interest related media aimed at creating an impression that serves that particular interest’s goals. In other words — media that sells to or pushes from a particular political, ideological, or business-related frame of reference.
Public relations campaigns aimed at misinforming the public about harmful products or to tamp down competition by more benevolent industries have long been funded by fossil fuel interests. Image source: Smoke and Fumes.
If, for example, you’re a Fox News viewer, then your information comes with such a heavy conservative and pro-established industry bias that you tend to believe fallacies like ‘climate change isn’t real or dangerous,’ ‘Hillary Clinton sold Uranium to the Russians,’ ‘giving more money to rich people by cutting taxes pays off the national debt,’ ‘Russian interference didn’t alter the outcome of the 2016 election,’ ‘social security is an entitlement and not a government run savings program that you pay into so you have a cushion for retirement,’ and ‘all real energy comes from fossil fuels.’
These media objects and impressions could well be considered fake news.
Fossil Fuel Special Interest Fake News
In the climate and clean energy sphere, we are confronted with these kinds of targeted messages every day. More specifically, what we see is a proliferation of messages aimed at delaying a transition to clean energy and enabling the continued dominance of fossil fuel based energy sources on and on into the future.
The primary messaging issues that we deal with here are smears, doubt promotion, distractions, and myth propagation.
Lately, for anyone that’s been paying attention, we’ve seen an amazing amount of smear-based hyperbole aimed at clean energy leaders like Tesla. Not a single day goes by when we don’t have some ‘journalist’ who holds a short position in Tesla as a company beating the old hackneyed drum over which terrible demise Tesla is ‘destined’ to suffer this day or that. And this short interest is not focused on predicting so much as it is on manufacturing reality.
‘Short EV Interest’
If we’re honest with ourselves, we realize that short interest in clean industry leaders like Tesla is primarily propagated by pro-fossil fuel sources. Most of the short ‘journalists’ have some association with the fossil fuel industry. And practically all take a negative view of the prominent and most widely available clean energy sources of the day.
Some will even promote a prospective clean energy source, like hydrogen, as a distraction from the larger mega-trend represented by wind, solar and batteries. But this is more as a shiny object in the form of systems that are 5-15 years or longer from actual realization. A kind of vapor-ware competition in impression vs the real trends.
Taking this week’s penchant to proffer the hydrogen economy distraction as an example, we find that during 2017 more than 1.2 million electrical vehicles sold worldwide. Hydrogen based vehicles sold far less well — at approximately 3,500 units in 2017 or about 1 hydrogen fueled vehicle to every 350 EVs hitting the roads. Moreover, global EV sales could hit as high as 2 million in 2018 and 4-5 million by 2020. Though hydrogen might get off its laurels and start to show real gains by the early 2020s or later, electrified transport is taking flight now.
Moreover, hydrogen presents its own emissions problems as it is presently 90 percent produced from reformed natural gas in a high-carbon emitting process. The promise of mass-electrolysis based hydrogen from renewables and other low carbon processes are, you guessed it, 5-15 years off. And, even more concerning, major oil companies like Shell are heavily invested in hydrogen — which increases the likelihood that it will serve as a spoiler and not as an enabler of the clean energy transition.
Just as electrical vehicles reach their moment of realization, major media attacks against the clean energy trend emerge. Image source: EV Volumes.
This week the flavor is hydrogen. Next week it will be nuclear. Next it will be something else that can be slow-walked. Anything to distract from the actual electrical, solar, wind revolution that is now in progress and achieving rapid advancements.
It’s at these critical times when the pro fossil fuel and anti renewable energy messaging tends to proliferate on a mass scale. And today is just such a time. For right now, global EV sales are surging. Spear-headed by industry leaders like Tesla and countries like China, the electrification revolution is on. And the oil companies know it. In rather short order, as occurred recently with coal, global oil demand could drop. And those magical, marginal profits that fossil fuel investors have been addicted to for so many years and decades could go up in one final puff of CO2 laden smoke.
Will Tesla Survive The Assault?
So it is at this crucial time that all of the major media guns associated with the fossil fuel industry are now unleashing a furious, focus-fire barrage on Tesla. We’ve hinted at some of the reasons above. But looking deeper we find that Tesla’s all-clean-industry business model is the exact antithesis to that produced by traditional industry.
From its lock to its stock to its barrel, Tesla is clean tech through and through. It builds battery plants, it builds solar panels, it builds battery storage for homes, it builds all clean energy vehicles, it builds EV charging networks. And it works to integrate them all. Not one dollar of Tesla capital is wasted on fossil fuel extraction or machinery that burns fossil fuels. Not one iota. Not one cent.
The Tesla model is the model of a pure path away from carbon emissions and if it gets duplicated in one subset or another by companies the world over, then big fossil fuel is finished. If Tesla generates competition by example, as it is doing, then the clean energy revolution takes flight and there’s nothing that the oil, coal, or gas industry can do to stop it.
So from the fossil fuel point of view, Tesla must die. And that is the primary reason why we are seeing so many negative news stories lately about Tesla. Not because of Tesla’s intrinsic weaknesses. Not due to some puffed up accident investigation. These are the facts — the negative bias against Tesla comes from fossil fuel industry based sources. Fin.
Facing such a massive wall of media, political, and industry opposition isn’t easy. In all honesty, it’s amazing that Tesla has made it as far as it has. And under the present barrage, Tesla’s survival is again somewhat in doubt. I think it will pull through this relatively difficult period to emerge as both a major automaker and a global clean industry leader. But if the shorts win and Tesla goes down it will be due to direct sabotage by fossil fuel special interests — not due to some other failure. And that’s not fake news.
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Posted by robertscribbler on March 28, 2018
https://robertscribbler.wordpress.com/2018/03/28/fossil-fuel-spear-headed-fake-news-attacks-on-electrical-vehicles-intensify-as-sales-ramp/
Big Auto Freaks Out as Tesla Model 3 Deliveries for Q1 Track Toward 8,000 to 10,000
The major automakers are increasingly in a bind. They’re faced with a choice — keep investing in dirty energy vehicles that pollute the air, the water and wreck the climate, jump feet first into the EV revolution, or play both sides. And it’s this dichotomy that’s producing some rather freaky behavior.
(GM has often talked big about its EVs like the Volt and the Bolt. But its policy positions are contradictory to a rapid clean energy vehicle ramp.)
We’ve heard a lot of talk from some major automakers about how many electrical vehicles they’ll be producing in one year, two years, three years or more. And even as these companies have been beating the drum about ‘Tesla killers,’ how they have enough capital to own the EV revolution, some of them keep lobbying for dirty energy vehicles by attacking U.S. fuel efficiency standards.
It’s an inherent contradiction between communication and dedicated action. One that has generated a degree of legitimate distrust in the notion that some big auto manufacturers will follow up on their clean energy promises. Whether the talk is little more than a PR campaign aimed at tamping down public loyalty to those like Tesla who operate under a 100 percent clean energy business model. At the very least, it shows that auto industry focus is starting to fragment between traditionals (which include many backward-looking CEOs) who still support harmful legacy combustion engine production while hiding behind token ‘compliance cars,’ and the progressive-minded within the industry who want to rapidly jump into the EV market and compete.
(Not a compliance car. Nissan and a handful of like-minded major auto manufacturers produce and market seriously competitive EVs. Others appear to be dithering and dissembling.)
As uncertainty over auto industry intent expands due to various contradictory behaviors, here in the U.S., Tesla has been consistently ramping its production of 100 percent clean energy vehicles. And this has generated an equally predictable gnashing of teeth from the usual suspects in the financial media.
During the fourth quarter of 2017, Tesla’s factories pumped out a record number of electrical vehicles. In total, it delivered 29,870 zero tailpipe emissions cars. These included 15,200 Model S, 13,120 Model X, and 1,550 of the new Model 3s. This was the highest production quarter for Tesla and it was enough to propel its total sales for the year to over 101,000.
(Tesla Model 3 is one of the major spear-heads of a clean energy revolution. And it’s helping to goad other western automakers into a larger and expanding EV market. Image source: Tesla.)
Q1 of 2018, however, is likely to see even more. Present delivery estimates for Model S and X alone range from 22,000 to 30,000. Meanwhile the Model 3 is likely to have expanded deliveries more than fivefold to between 8,000 and 10,000. So a total of 30,000 to 40,000 Teslas will likely have hit the road by the time March elapses.
This is particularly significant when one considers that the first quarter is typically a lower selling point for most automakers even as sales have tended to peak for Tesla during Q4. During Q1 of 2017, Tesla sold 25,418 EVs. A number that will likely grow by 20 to 60 percent during 2018.
Moreover, recent reports indicate that Model 3 production is surging.
On March 19th, it was found that Tesla had ordered a large new batch of VINS. As a result, the total Tesla Model 3 VIN count had jumped to nearly 16,000. An indicator that Tesla Model 3 production — which has ranged between 700 and 900 per week since January is also likely expanding.
So it seems that the Tesla production bottle necks are starting to clear and that its ramp is jumping yet again. What this represents is a major call on the traditional auto-manufacturers. The time has come to ante up the EVs, or get out of the way for new clean energy leaders. Bluff time is over.
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Posted by robertscribbler on March 21, 2018
https://robertscribbler.wordpress.com/2018/03/21/big-auto-freaks-out-as-tesla-model-3-deliveries-for-q1-track-toward-8000-and-10000/
From Rimac’s Electric Hypercars to Volkswagen’s Big EV Spend, Everyone’s Racing to Catch up with Tesla
In a world where human-caused climate change is increasingly damaging and harmful, a global race to produce electric, zero tailpipe emissions vehicles is a positive development. And just such a global race appears to be in the offing.
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We’ve heard a lot recently about how traditional automakers are spending boatloads of cash on electrical vehicles. Every week, we see new concept cars and planned production vehicles floated to the public in an apparent effort to show competitiveness in a key emerging industry. And the vaunted term that appears to be the sought-after standard is ‘better than Tesla.’ Ironically, this is a tacit admission that Tesla is presently the first horse in what appears to be a ramping race in mass electrical vehicle production.
Rimac’s Concept Two vs the Tesla Roadster 2.0
A recent example of this trend came in the form of the electric start-up Rimac’s Concept Two. Fresh off a 30 million euro fundraising round, Rimac is planning to produce a clean electric hypercar that’s capable of edging out Tesla’s Roadster 2.0 in a number of performance parameters. To be clear, the Roadster 2.0 is a revolution in automotive engineering — leaving former ICE hypercars in the dust in practically every performance specification that matters. But typical to the presently irresistable lure to compete with (or to appear to compete with) Tesla, Rimac attempts a one-up.
(Rimac’s Concept Two is another all electric hypercar that leaves fossil fuel based vehicles in the dust. But can it outsell Tesla’s Roadster 2.0? Image source: Commons.)
Concept Two boasts a stupendous 1,914 horsepower. And its 1425 kWh battery pack can push the car from 0-60 in 1.85 seconds while achieving a top speed of 258 miles per hour. This acceleration and speed edges out Tesla’s Roadster 2.0. But only just.
Of course a big underlying question here — is how many will Rimac build and for how much of an asking price? Rimac produced another electric hyper car (with far less compelling capabilities) — the Concept One during 2013 to 2014. Eight were ultimately built. In contrast, the Roadster 2.0 is a hypercar that’s starting at around 200,000 dollars (which is rather inexpensive for a car that can blow the likes of Lamborghini out of the water) and will likely produce hundreds to thousands.
Can Legacy Diesel Volkswagen Catch Tesla by Spending Big?
Another automaker that’s trying to catch up to Tesla is Volkwagen. Globally, the world’s largest automaker, the company appears to be setting aside 50 percent of its slated investment capital in an effort to produce a massive line of electrical vehicles. Its stated goal is to have an electric version of every model and to sell 5 million EVs annually by 2025. And the company is apparently willing to spend 60 billion dollars to achieve it.
Volkswagen is also investing in not one but 16 battery production facilities. And it states that it will be producing one new hybrid, plug in hybrid, or all electrical vehicle per month by next year. These are major goals. One that is in stark contrast to the present reality in which Volkswagen currently produces just one all-electric mass market vehicle — the E-Golf. And that, admittedly capable, attractive and well-priced, EV is selling at rather lower rates than Nissan’s popular Leaf EV.
(Volkswagen’s E-Golf is presently its only all-electric model. But the company plans a big surge into the EV market over the next couple of years. Image source: Volkswagen.)
In other words, despite big investments and big stated plans, Volkswagen is presently just barely on the EV leader board, if that. This puts the company at a pole position in the EV race far behind Tesla in 2018. And major investments and innovations will be required for it to catch up.
We’ve heard big EV promises from other traditional automakers before. And those like Volvo and Ford appear to have struggled with legacy issues in their stated attempts to put EVs on a fast track. One such issue that could hamper Volkswagen is the fact that it invested heavy sums in diesel vehicle technology during the 70s and 80s. As a result, the carmaker will have to overcome a decent amount of institutional inertia to jump into an EV leadership position. Pollution and emissions scandals plaguing the company have helped to spur its EV drive. But a history of profit-making selling polluting cars may inject a degree of cynicism into the company’s leadership. So self-sabotage is something to look out for here.
If Volkswagen manages a major internal transformation and if its engineers are capable of producing market EVs with mass appeal, then it could take a huge share of the emerging EV market and surge to match Tesla sales during 2019-2021 while possibly surpassing it by 2022-2023. Perhaps. But there’s a lot of hurdles for Volkswagen to overcome before gets there, all promises and talking aside.
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Posted by robertscribbler on March 16, 2018
https://robertscribbler.wordpress.com/2018/03/16/from-rimacs-electric-hypercars-to-volkswagens-big-ev-spend-everyones-racing-to-catch-up-with-tesla/
The Electrical Vehicle Revolution Keeps Expanding
While we often highlight the harmful impacts of fossil fuel burning in the form of ongoing crises like sea level rise and increasingly extreme weather, it’s important to keep shining a light on the fact that there are various climate change solutions available to us now. These solutions come in the form of policies and technologies presently at hand. A key solution being the ongoing renewable energy revolution.
A major aspect of this revolution is expanding access to clean energy vehicles and the high energy density batteries that drive their electric motors (see batteries will kill fossil fuels). Though we like to highlight the sustainability advantages of Tesla’s all-renewable business model, there are a number of other automakers who are also contributing. And these producers are manufacturing some increasingly kick-ass clean energy machines.
This widening field produces healthy competition between EV companies even as it results in greater overall appeal for electrical transportation in general. We covered Jaguar’s new I-Pace last week — which is a smaller competitor to the Model X (or maybe it’s not much of a competitor). But one that features high quality, a lower base price of around 70,000 dollars, (down from earlier estimates in the 80s) comparable range and rapid acceleration.
(Hyundai’s Kona SUV is expected to start selling in Europe, Korea and possibly the U.S. later this year.)
Another new high-quality, long-legged entry to the small EV SUV arena is the Hyundai Kona. Reported to have a range between 186 and 292 miles, the Kona is Hyundai’s second EV following the Ioniq. And it’s expected to launch in Europe and South Korea this spring to summer with a hopeful U.S. release for later this year. Like the I-Pace, it’s projected to sell about 20,000 units each year worldwide. But unlike the Jag and the X, it will probably have a sticker price that’s quite a bit lower than $70,000 to $100,000 (no firm word yet on cost). Though Hyundai recently poked fun at Tesla with a billboard, placing its hat in the ring as yet another ‘Tesla competitor,’ Kona is a smaller, slower SUV with a 0-60 acceleration of 9 seconds. But Kona’s sleek exterior and long range prove that you don’t have to travel at ludicrous speed to be attractive.
It’s worth adding that the increasing ranges and capabilities of these new gen EVs are quite compelling overall. The cars are a big jump forward and, in many respects, they’re better than the fossil fuel based vehicles they’re actually competing with (despite all the talk-talk about Tesla killers). Given the fact that billions and billions of dollars are presently being invested in EVs around the globe, we are likely to see a good many more high-quality EV models produced in a number of years.
(EV sales north of 16,000 during February [not yet illustrated] is a big jump that hints at a break-out year for U.S. electrical auto sales. Image source: Inside EVs.)
Not only are big automakers like Volkswagen and Porsche announcing new concept EVs with increasing frequency even as actual models keep coming out from an expanding list of companies, we also have all-electric start-ups jumping into the fray. Notably the China-backed NIO brand just made a $2 billion dollar IPO on the New York Stock Exchange. And, meanwhile, Dyson is backing its own electrical car division — with three clean energy autos on the drawing board so far.
The proliferation of EVs is already having a big impact on U.S. sales. Just during February of 2018, 16,489 electrical cars sold in the U.S. This is up considerably from the record 12,375 sold during the same month of 2017 and is even a big jump from earlier estimates near 14,000. One driver of this increase is rising Model 3 sales. But there’s also a nice fat tail coming in from the expanding number of high quality EVs selling in the range of 250 to 1,000 units per month.
The flow of new offerings from the clean energy revolution in autos is thus starting to look more and more like a fire-hose. And it’s about to get faster.
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Posted by robertscribbler on March 10, 2018
https://robertscribbler.wordpress.com/2018/03/10/the-electrical-vehicle-revolution-keeps-expanding/
Earned Respect: As Other Automakers Promise, Tesla Delivers
Clean energy and climate change action advocates take note — Tesla is working hard to deliver on its sustainability promises. It is expanding EVs, solar, and battery storage on many fronts. And it has produced an all clean energy business model that no western corporation has yet to successfully emulate at scale.
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There’s been a lot of news during recent months about Tesla Model 3 production delays. And it presently appears that Tesla is manufacturing around 700 Model 3s per week.
This is still far short of Tesla’s stated goal of 2,500 Model 3s per week by the end of this Quarter. It is even further from the 5,000 Model 3 per week goal it has established for 2018. However, most other EV manufacturers are being left in the dust by this so-called ‘slow’ production ramp.
Take the Chevy Bolt, for example. Here’s a well-built EV that some claimed would steal Tesla sales. That Chevy originally stated it expected to sell at a rate of 50,000 per year. Last year, Bolt sold 26,000 worldwide. Pretty decent. But if GM had marketed the high-quality, long range car with the same fervor that Nissan markets the Leaf, it’s entirely likely that Chevy could have gotten much closer to that 50,000 goal.
(Tesla’s vision for a clean energy future is a work in progress that is refined step-by-step. Case in point — adding solar panels to the Tesla Gigafactory 1 in Nevada. Image source: Building Tesla.)
Now Bolt is selling at the rate of about 1,250 per month in the U.S. during early 2018. Chevy is assuring prospective EV customers it will ramp up production again soon. But, so far, these are just assurances. Meanwhile, Model 3, despite delays, just sold about 2,485 in February and, in all likelihood, will approach or cross the 3,000 mark during March. Another way of putting it is that a delayed Model 3 just blew Chevy Bolt sales out of the water.
It’s worth noting that top EV analysts like Zachary Shahan over at Clean Technica are speculating that despite Tesla’s stated and pursued goals, the company may well be tracking closer to its original build path of 500,000 EVs per year by 2020. A build path that practically everyone said was impossible at the time it was announced in 2013 but which expanded following unexpectedly high demand for the Model 3.
To set out a marker, Tesla sold approximately 100,000 vehicles globally during 2017. This year, depending on how quickly the Model 3 ramps up, it will likely sell between 150,000 and 250,000.
The activity of Tesla in deploying EVs and other clean technology could well be described as building and improving a plane already in flight. Tesla vehicles are produced and sold to employees during beta testing even as the production line is refined and worked out. Low rate initial production then follows. And after that, mass market production and scaling. We saw this most clearly in the launch of the Model X which, though slow, ramped up to produce the best selling all-electric SUV in the western world.
(Tesla historic quarterly production through end of 2017. Note that Model 3 will likely produce between 6,000 and 8,000 units during Q1 of 2018. Data source: Tesla. Image source: Daniel Sparks.)
The Model 3 is simpler. It is, overall, easier to produce. However, a new battery pack design appears to be the source of its initial delays. Not much has been broadly confirmed about the Model 3 battery pack. But it implies a greater energy density than past packs. And getting any production kinks worked out is critical for both Model 3 and also Tesla’s future designs like Model Y — including upgrades to the S and X.
Despite likely battery production kinks, Model 3 will probably deliver between 6,500 and 8,500 units during Q1 of 2018 or nearly twice the number of Model X’s delivered 3 quarters in. It’s also about 25 to 60 percent more than the number of Model S’s hitting roads after 3 quarters. Facts that should be taken into account.
At the same time that Tesla is working through the Model 3 production ramp, it is also continuing to innovate. Recent satellite photos reveal that the Nevada Gigafactory 1 — which is producing batteries even as it is under modular construction — is starting to add solar panels to its roof top (see image at top). These panels will reduce the amount of carbon emitted in producing each battery pack. In turn, reducing the sunk carbon cost of producing each Model 3 and, ultimately, each Model S and X. Thus increasing the already substantial net carbon reductions achieved by each Tesla clean energy vehicle vs dirty gas and diesel guzzlers.
Meanwhile, the Tesla Semi — which was announced just 112 days ago — is already entering Tesla’s factory vehicle fleet to haul freight in the form of Nevada Gigafactory produced battery packs shipped to the California production plant. So it seems that the all-electric Semi has shortly started its own live testing prior to expected sales during 2019. And the Semis, like the solar panels are helping to further improve Tesla’s already substantial carbon emissions reductions.
In other words, Tesla’s work in progress model is working. It is producing. It is testing, and improving. It is delivering. Clean energy Model 3, Model X, Model S and the Semi are not just concepts. These are designs in operation that are being sold and used even as their production paths are expanded. This is what actual delivery of innovative, cutting edge, climate change impact reducing products looks like. The form an actual value-driven (as opposed to solely profit-driven), sustainability-driven business model takes. The rest of the auto industry should be standing at attention.
Respect.
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Posted by robertscribbler on March 8, 2018
https://robertscribbler.wordpress.com/2018/03/08/earned-respect-as-other-automakers-promise-tesla-delivers/
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