Why don't you find out yourself? Is it really hard to find out that Norway is one of the richest nations in the world on a per capital income basis?
In the U.S., the Model S is affordable to the top 10% of household incomes ($145,000 per year). That's roughly 1 million households. Basically, this means your income isn't in the top 10%, because you obviously would then know that one doesn't have to be rich to own a Model S.
In Norway, the Model S costs about the same as your average midsize family sedan.
You go with that... 24% decline in U.S. deliveries. Use that as your sole basis and short all you can. The more you put in, the better.
The difference between the 60 kWh model and the 85 kWh model is 25 kWh, not 15 kWh.
60 + 25 = 85. 60 + 15 = 75.
Also, you have to remove the supercharger and tire upgrade which is a combined $3,000.
So the price difference is actually $10,000 - $3,000 = $7,000.
$7000 / 25 kWh = $280 per kWh upgrade cost.
Presumably there is some fixed cost in the battery case structure that is the same on the 60 versus the 85, but everything else is modular. Also, Telsa's GM is roughly 25% now, so that is likely reflected in the upgrade pricing.
Therefore, pack + cell costs Tesla right now around $210 per kWh. So the 30% reduction is likely going to get them to $150 / kWh or so. Raw cell costs are even lower than that.
Please, please tell me you shorted TSLA. Since you can't actually evaluate a business in any real way, you deserve lose your money.
tsla47... I hope you are having fun with that kind of reasoning. Obviously logic is not your strong suit.
Real slowly... p r o d u c t i o n c o n s t r a i n e d
Every car they sell in one geographic area is a car they can't sell in another. Every car they produce is already sold except for some small number of demo cars. Production is increasing.
It will probably take non-techies a while to understand, but this was probably the biggest keynote Apple has done since the introduction of the App Store. There are so many far reaching technologies and changes to the fundamental contract with developers.
investorelvis, so when are you going to help out your self loathing and give away your money so that someone else can heat their hut, cook their food, and sanitize their water? Let's see you live without any energy at all...
The Model S, using national annual electricity generation average mix is already on par with a Prius. In states like WA, CA, NY and so forth, it is far lower emissions WTW emissions than a Prius.
All efforts for higher MPG likely involve electrification of the power train. Hybrids are always going to be a rough compromise.
Hydrogen fuel cells are always going to be a higher emissions profile because they are electric vehicles for which the generation of the hydrogen is emissions poor.
The issue with coal isn't BEVs. The issue with coal is powering your AC and whatever else is going on during the day. Therefore, we need a far greater push for solar and wind, a smarter grid to help manage the duck graph, and grid storage. Tesla is also a play for grid storage. See JB Straubel's keynote on youtube.
investorelvis, so in addition to being jealous of rich people and white people, you are math challenged. You certainly had a rough childhood, huh?
Tesla Model S: 88 MPGe
Vampire loss: 1 kW/day (0.13 cents, or less than your cable box which is likely wasting 2.4kW/day)
Hummer H3: 16 MPG combined, at best.
To put it another way:
Hummer H3, most fuel efficient engine: $5.73 to go 25 miles
Tesla Modle S: $0.65 + $0.13 cents (vampire for a day) = $0.78
You aren't just wrong. You are wrong enough for people to wonder if your mother still cuts your food for you.
cbx6cylinder, why bother? Shorts can't be bothered with facts here. BEV's charge from the grid at night, which is baseband power. In most of the country, that's hydro, nuclear, and wind. Almost half of Tesla's are in CA which has single digit percentages of coal based electricity generation. Oregon and Washington state have significant hydro, and the mid-Atlantic and northeast have a lot of baseband nuclear. Basically, the problem is the flyover states and the south. Even then, BEV pollution profile with 96% coal (West Virginia) is far better than the equivalent gasoline powered car.
Again, facts don't bother the shorts here.. they are just upset that TSLA has been going up lately.
man711, you wannabe white men or you want to be rich, or you want to be rich and white? Which is your jealousy?
Nah, investorelvis, your delusions stem from jealously. You were probably picked on as a kid. Always on the outside looking in, and you never made enough money to buy a fancy $100k car. Too bad, you might actually try working hard for your money.
Do you care enough to turn off your A/C? To buy and electric car so that you can use hydro or nuclear instead of burning gasoline? Or buy solar panels? Or do you not care?
I suggest b.cz32 gives up all his tax credits before he moans about other people's taxes. Besides, how is it fair that Nissan Leaf owner's get a credit that is as much as 30% of their car, and Tesla Model S buyers get a credit for less than 10%? I say make it even... a flat 15% tax credit.
BTW, b.cz32 needs to pay extra for the pollution cleanup and toxic health effects of his lifestyle with burning gasoline. I'll take that money straight from you.
I suggest you turn off your coal powered A/C this summer, and instead, take your money and pay for some other poor people's A/C instead. That way they can be comfortable and you can continue to suffer with your delusions.
I just saw the report too... even the impatient need to hold out for the next ER where we get more visibility on revenue impacts.