Battery Electric Vehicle News / Enjoying the Transportation Revolution

Martyn1981

Isn't that Dec 2020 specific, not 2021?
It also says it's an anomaly, normally 1%.
It says EV's not PEV's, so not clear if it includes HEV's or not.

It also clearly states:

This is the situation in December, not any other month, and it is without precedent.

and suggests it may be due to changing UK policies, so EV drivers trading up perhaps, since there was a large rise in new EV's in late 2020.

JKenH

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

JKenH

Tesla: Battery Capacity Retention Averages 90% After 200,000 Miles

https://insideevs.com/news/525820/tesla-battery-capacity-retention-90/

ABrass

JKenH said:

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

Again? This happens every first month in each quarter as that's when they ship cars to distant ports.

JKenH

BYD Denies Rumors of Supplying Tesla With Blade Batteries

https://pandaily.com/byd-denies-rumors-of-supplying-tesla-with-blade-batteries/

JKenH

ABrass said:

JKenH said:

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

Again? This happens every first month in each quarter as that's when they ship cars to distant ports.

Tesla's China orders fall by nearly half in May - report

True but I think some people were expecting a fall in domestic MIC sales in July following a fall in orders in May. Nevertheless the worst domestic MIC sales for 15 months is newsworthy. China’s loss is no doubt Europe’s gain. 

I do believe the original plan with the China factory was to service domestic sales and was there not talk of a second China factory? With shipping costs as they are currently it will be eating into margins - unless Tesla hedged. 

https://www.reuters.com/world/china/teslas-china-orders-halved-may-information-2021-06-03/

edit: news from 2017 confirming China factory was to meet local demand

https://electrek.co/2017/06/22/tesla-factory-shanghai-china/

Martyn1981

ABrass said:

JKenH said:

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

Again? This happens every first month in each quarter as that's when they ship cars to distant ports.

Not only does it always happen, but Cleantechnica also assumed that the usual FUD would get circulated. Also worth noting that Tesla has now made Giga Shanghai the main export hub, as demand in the US is so high.

1st Month Of Quarter Sales In, Time For Misleading Fear-Mongering Headlines About Tesla Demand In China

CNN reported today that Tesla’s sales have “cratered” in China. Other outlets reported the info in a similar way. Yes, Tesla’s domestic sales in China were low compared to last month. This is completely normal for Tesla because of its shipment and delivery process. The first month of the quarter sees lower sales and the last month of the quarter sees higher sales. In total, Tesla reportedly sold 32,968 made-in-China vehicles in July, and 73% of those were exported to Australia and parts of Europe.

michaels

JKenH said:

ABrass said:

JKenH said:

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

Again? This happens every first month in each quarter as that's when they ship cars to distant ports.

Tesla's China orders fall by nearly half in May - report

True but I think some people were expecting a fall in domestic MIC sales in July following a fall in orders in May. Nevertheless the worst domestic MIC sales for 15 months is newsworthy. China’s loss is no doubt Europe’s gain. 

I do believe the original plan with the China factory was to service domestic sales and was there not talk of a second China factory? With shipping costs as they are currently it will be eating into margins - unless Tesla hedged. 

https://www.reuters.com/world/china/teslas-china-orders-halved-may-information-2021-06-03/

edit: news from 2017 confirming China factory was to meet local demand

https://electrek.co/2017/06/22/tesla-factory-shanghai-china/

If you could sell a made in China product for more in Europe than in China where would you choose to sell it?

If you were a US company proposing building a factory in China with all that implies in terms of offshoring jobs, perceived lower quality, political unpopularity and rhetoric; would you choose to stress that it was strictly production for local consumption or would you mention that it might produce lower cost output that could be used for export in future?

JKenH

michaels said:

JKenH said:

ABrass said:

JKenH said:

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

Again? This happens every first month in each quarter as that's when they ship cars to distant ports.

Tesla's China orders fall by nearly half in May - report

True but I think some people were expecting a fall in domestic MIC sales in July following a fall in orders in May. Nevertheless the worst domestic MIC sales for 15 months is newsworthy. China’s loss is no doubt Europe’s gain. 

I do believe the original plan with the China factory was to service domestic sales and was there not talk of a second China factory? With shipping costs as they are currently it will be eating into margins - unless Tesla hedged. 

https://www.reuters.com/world/china/teslas-china-orders-halved-may-information-2021-06-03/

edit: news from 2017 confirming China factory was to meet local demand

https://electrek.co/2017/06/22/tesla-factory-shanghai-china/

If you could sell a made in China product for more in Europe than in China where would you choose to sell it?

If you were a US company proposing building a factory in China with all that implies in terms of offshoring jobs, perceived lower quality, political unpopularity and rhetoric; would you choose to stress that it was strictly production for local consumption or would you mention that it might produce lower cost output that could be used for export in future?

You’re not suggesting Mr Musk was being economical with the truth?😉
 

This is what Electrek had to say when the first MIC exports were revealed.

 The thing that concerns me more about this change is that Tesla wasn’t supposed to even be able to export made-in-China Model 3 vehicles because the demand would be so great in China.

They would need all the cars they can make for domestic demand.

If that has changed, is it because demand is weaker than expected, or is Tesla achieving a higher output at Gigafactory Shanghai?

https://electrek.co/2020/09/11/tesla-export-model-3-made-in-china-cars/

Thrugelmir

JKenH said:

michaels said:

JKenH said:

ABrass said:

JKenH said:

Tesla sales crash in China as buyers choose domestic models over Elon Musk’s models

https://www.standard.co.uk/business/technology-media/tesla-sales-fall-in-china-for-elon-musk-b950175.html

Again? This happens every first month in each quarter as that's when they ship cars to distant ports.

Tesla's China orders fall by nearly half in May - report

True but I think some people were expecting a fall in domestic MIC sales in July following a fall in orders in May. Nevertheless the worst domestic MIC sales for 15 months is newsworthy. China’s loss is no doubt Europe’s gain. 

I do believe the original plan with the China factory was to service domestic sales and was there not talk of a second China factory? With shipping costs as they are currently it will be eating into margins - unless Tesla hedged. 

https://www.reuters.com/world/china/teslas-china-orders-halved-may-information-2021-06-03/

edit: news from 2017 confirming China factory was to meet local demand

https://electrek.co/2017/06/22/tesla-factory-shanghai-china/

If you could sell a made in China product for more in Europe than in China where would you choose to sell it?

If you were a US company proposing building a factory in China with all that implies in terms of offshoring jobs, perceived lower quality, political unpopularity and rhetoric; would you choose to stress that it was strictly production for local consumption or would you mention that it might produce lower cost output that could be used for export in future?

You’re not suggesting Mr Musk was being economical with the truth?😉
 

This is what Electrek had to say when the first MIC exports were revealed.

 The thing that concerns me more about this change is that Tesla wasn’t supposed to even be able to export made-in-China Model 3 vehicles because the demand would be so great in China.

They would need all the cars they can make for domestic demand.

If that has changed, is it because demand is weaker than expected, or is Tesla achieving a higher output at Gigafactory Shanghai?

https://electrek.co/2020/09/11/tesla-export-model-3-made-in-china-cars/

Tesla has to generate cash to fund further expansion. Profits from selling regulatory credits aren't going to last indefinately. Stories are surfacing that new orders for vehicles sold at a higher price are being shipped before older orders. Tesla has a great product but there's a lot not to like about the way it conducts business. 

Biden certainly isn't a fan of Tesla. Shipping from China isn't without considerable political risk.