Since my last EV market share update for July, things have changed a lot. I heard rumors that the competition will kill Tesla, nobody would possibly want to buy a Tesla when much better cars like the iPace and the eTron and EQC are coming. Instead we got this: Tesla market share went up from…
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Here is a recent tweet from Nikola Motor Company: Analyzing this tweet for just a minute with a little mental math made me realize just how bad fuel cells are. A Tesla Electric Semi is expected to have at most a 1MWh battery for a range over 500 miles. Assuming Nikola trucks are refueling about…
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When you think of a successful alternative fuel (hybrid, electric, fuel cell or whatever) vehicle, the first thing that comes to mind is probably a Prius. Tesla comes next because their cars are successful but unlike other companies, they seem to have major trouble ramping their vehicle production up. At least that is the impression…
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As predicted last month, Tesla outsold Audi in August: And it looks like Mercedes and BMW are next. Most of this is thanks to the Model 3 which outsold all the competition from all brands significantly, not just the Germans. (Chart Credit: Vladimir Grinshpun) Here is a comparison with BMW, Mercedes and Audi vehicles in the same…
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Just today, there was an interesting article at Seeking Alpha about how much money Tesla needs to go private: Investor Type Holdings % Holdings Amount Expected Cash Out Expected Remaining General Public 16% 11 11 0 Institutions 59% 41 19 22 Insiders 20% 14 0 14 Public Companies 5% 4 0 4 Totals: 100% 70…
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In my last post I talked about Model 3 crossing all other comparable sedans and all other electric vehicles combined. Here is a look at Tesla US unit sales compared to the German luxury brands: (Data from InsideEVs, GoodCarBadCar and Press Releases) I expect Tesla to cross Audi sales next month. It should exceed BMW…
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I got my Tesla Model 3 a few days ago. The car looks even better in person than in photos. I’ve put over 250 miles on it now and clicked around on most of the nooks and crannies of the software in the car. After all a Tesla isn’t a car, right? It’s just a…
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I’ve covered deteriorating sales of compact luxury sedans from BMW and Mercedes in the United States before. Coincidentally or not, the sales growth started deteriorating around the time the Model 3 announcement was announced (not a typo). I hadn’t updated my charts for a few months and as I looked at EV market share last…
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I’ve said that the Tesla Model 3 will be an existential crisis for the auto industry as soon as reservations opened. My charts from a few months later, showed exactly that happening with the BMW 3 series. Now that the Model 3 deliveries have started and all the details have emerged, here is how the…
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So BMW wants Model 3 reservation holders like me to get a BMW 330e hybrid instead of waiting for the Model 3. Here’s why: Basically nobody wants a film camera once digital is here. Read my full analysis at Seeking Alpha.
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