The market needs a good CUV-sized EV, not more 4-door sedans trying to drive longer. Why drive "long distance" if you cannot do it in comfort with enough family cargo. Good thing is, GM does have some new models in the work post-Bolt.
In 2013, the EV advocacy called for 50% CAGR growth of plug ins the rest of the decade. I thought 30% CAGR was maybe possible. The US plug in market aggregate may grow 5% this year. No hockey stick on the horizon just yet. Much of the lack of growth is due to dealerships acting like plug ins do not exist or trying to sell whatever ICE was in the lot. They need Gen II models to resurrect any kind of growth. Tesla US sales this year are an exception and should be 35-45% higher than 2014 if MX sells ok in Q4.
Went to IBD but only found
Only 163 units were shipped to China in May, according to data released Thursday by JL Warren Capital, nearly double vs. the prior month but down from the 414 units averaged monthly for the past 12 months. Nearly 5,300 Model S sedans have been shipped to China since April 2014.
Last month's Model S registrations, which track license plates needed to operate vehicles, fell 10% to 242 vs. 268 in April, JL Warren said Wednesday. The China-focused equity firm expects sales to continue to struggle in China "despite the upgrade of the interior and amenities," that were meant to help reverse a downturn that began last year.
Your numbers are wrong - if you are to insult, get the numbers right. Think of all the years you have been a bully to people who don't agree with you. Some day, karma will catch up to you. The karma train is always on time. If business is all about twisting the moral compass to favor those "on the winning side" then that speaks a lot for the way life is. it is pretty pathetic.
What is smarter - family of four drivers buying four used Volts and driving 95% of the time electrically all for under $75K? Without range anxiety and tethering to a network of chargers. Or a base model 70D with no options? Not everyone lives an opulent life. I think being smart is "cool". And if investing in TSLA to gain value (as many have) to buy a Model S is what drives sales - good luck with the sustainability of that...
I don't worry but what I find is that more and more American companies are relying on "hype and for-fee media marketing" in order to truly succeed. It just indicates a downfall in the moral compass of those who we "put up on pedestals". We haven't stooped to the levels of some countries and cultures, but hopefully we can eventually cure some of this.
Over in Norway
521 registrations thru 6/27/15. 2014, registrations in June were 536.
2014 registrations in Norway thru 6/30 Norway were 3134.
2015 registrations in Norway thru 6/27 are standing at 2629 based on available registration tracking.
Why so many "visible" Vin #s and why so many "lost" in the shuffle. They know outsiders can track high-Vin # almost daily. Was not 2014 Q1 the Bond Pump quarter? 9272 Vins and 7536 built? Hmm.
Qtr Vins built sold
Q4 6,900 6,587 6,892
Q1 9,272 7,535 6,457
Q2 9,178 8,763 7,579
Q3 10,435 7,200 7,785
Q4 12,091 11,627 9,834
Q1 12,259 11,160 10,045
So many softball questions are asked on these conference calls. You'd think that the whole lot of them besides Lovallo are sell-side analysts involved in the hype.
My estimate is 11,130 for Q2. They may not even post the CPO sales number (roughly will be 400 for the quarter) - or quietly blend them in with new car sales. Tesla is disrupting. They "sell cars". Including the CPO number in the total sales is not something that should matter. They keep the CPO inventory in "finished goods", so why not include CPO sales in "total car sales".
Also - been noticing that the CPO cars are getting some strong discounts. The S60s on the still for sale page are discounted from 4500+ to as much as $12,000 off the original price they posted them for on the CPO page. Other 85 models also getting some discounting from original price.
There is a nice web page "CPO Consolidator" that let's people review days on market, prior prices, etc. nice utility. It helps those shopping for CPO cars sort out what is out there on one easy page.
I was poking around the EIA web site today. Looking at retail gasoline usage over time (from 1980 until 2015) the average per-capita gasoline purchase has dropped from 1.8gal to 1.4gal per day on a per-capita basis. It also comes up in retail gasoline sales nationally - which has also dropped, especially since 2008 (loss of jobs, BLS job leavers, outsourcing of jobs and more).
I was stuck in traffic yesterday and certainly don't believe we are cutting down on driving - but gas mileage average
Certainly the primary consumer who needs to stop using so much gas would be the lone-long-range-california-commuter-doing-100 miles each way-from inland empires to the big city for their "saving the world office job". that's the best market for the Tesla solution.
If they build BEVs they can sell ZEV credits and use revenues from that to fund their next generation cars.
Strange that they are not using the plant in Delaware that they own (or did they sell it off also?)
The most endangered species ... the honest man
I'm done trading the name. Not done analyzing it. But imagine, just imagine, that I'm right? All icebergs have tips.
You said: THIS WOULD BE A GOOD IDEA "HERE IN THE U.S." AND ALSO IN EUROPE
I suppose you have not yet heard of PlugShare. So, check into that.