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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (1068156)	5/7/2018 5:21:43 PM
From: Wharf Rat	Read Replies (3) \| Respond to of 1578197

"Tesla's ability to deliver" Here's the latest I've heard about that, from 4/26. 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. robertscribbler.com

To: Tenchusatsu who wrote (1068156)	5/7/2018 6:08:24 PM
From: PKRBKR	1 Recommendation Recommended By isopatch Read Replies (1) \| Respond to of 1578197

Subsidies for electric vehicles continue, and if Tesla really wanted to, they can get additional rounds of funding, albeit under less and less favorable terms. Not certain if they still get anything from carbon credits but if they do it is minimal. They are about to lose an additional $8500 credit from the government so they'll be even less competitive. They've exhausted the $1k down payment scam and have pissed all that away. (Ponzi Scheme anyone?) They brought in Solar City as an additional cash grab and I'm afraid they'll go down in the pending death spiral as well. Too bad for my company as we're working with them for a portion of the roof tile assembly process. I'm not certain why anyone would give this outfit another penny and once that stops the company will be gone in days.