tag:blogger.com,1999:blog-1399793419425111085.post3392425523350758323..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: 2021 Q1 Sales by OEMJosé Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger43125tag:blogger.com,1999:blog-1399793419425111085.post-45746160559905274522021-05-19T21:28:06.102+00:002021-05-19T21:28:06.102+00:00The biggest capacity additions underway are the ne...The biggest capacity additions underway are the new Chinese joint-venture factories -- but given the lukewarm reception of VW's BEVs in that market thus far, these aren't likely to ramp anywhere near their full capacity any time soon.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-3899875700631685262021-05-19T21:25:14.554+00:002021-05-19T21:25:14.554+00:00VW missed last year's "conservative"...VW missed last year's "conservative" estimates -- not to mention longer-term estimates they made years ago...<br /><br />In terms of factories, VW is certainly ramping fast recently: but not faster than Tesla by my count. Berlin + Texas should add well above a million of yearly production capacity between them in phase 1 -- on top of Shanghai and Nevada/Fremont expansions. While VW will very likely grow faster this year, Tesla will probably widen the gap again next year.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-49098702271349842192021-05-18T23:38:00.627+00:002021-05-18T23:38:00.627+00:00VW has extremely aggressive growth plans for next ...VW has extremely aggressive growth plans for next year. The thing to count is how many factories they're converting to BEV production. I believe there are five currently in the works.Nathanaelnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-61757380584593300112021-05-18T23:35:49.561+00:002021-05-18T23:35:49.561+00:00VW makes conservative estimates and then exceeds t...VW makes conservative estimates and then exceeds them. Tesla makes optimistic estimates and then misses them.<br /><br />I'm counting factories. VW is ramping up BEV production faster than Tesla. It's only a matter of time before they exceed Tesla's production rate.Nathanaelnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-9892433970597120652021-05-17T02:17:12.194+00:002021-05-17T02:17:12.194+00:00"we (I) do not know what the CCP wants exactl..."we (I) do not know what the CCP wants exactly)."<br />Trying to tell Biden that if you scuttle our companies (Huawei n other companies' chip ban) your companies will have hard time too. I doubt they will do anything drastic against Tesla but i feel they are sending message that American (or western) companies depend on China.<br />nAJEEBuLLAhhttps://www.blogger.com/profile/08094954619104644252noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-62577670811810750492021-05-15T19:30:56.110+00:002021-05-15T19:30:56.110+00:00At this pace, they will soon exceed the latin alph...At this pace, they will soon exceed the latin alphabet for their "EQ" range and start to use the Greek or Cyrillic alphabet...<br /><br />How about a "EQΓ" or "EQи"?José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-55188340477884945672021-05-15T19:24:21.100+00:002021-05-15T19:24:21.100+00:00Yep, just like the Twizy or the Master.Yep, just like the Twizy or the Master.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-53787187920431163152021-05-15T19:23:32.171+00:002021-05-15T19:23:32.171+00:00Yes.Yes.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-50599675375882075022021-05-15T19:23:11.347+00:002021-05-15T19:23:11.347+00:00Stellantis is becoming a reflection of Tavares own...Stellantis is becoming a reflection of Tavares own persona: Not much of an innovator, but not a laggard either...<br /><br />So if Stellantis are 4th in the overall Automotive industry, expect them to be around that mark in the (ever-expanding) EV niche.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-43254820864514685082021-05-15T19:20:31.113+00:002021-05-15T19:20:31.113+00:00Both are counted as VolkswagenBoth are counted as VolkswagenJosé Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-25215704269100339762021-05-15T15:18:59.549+00:002021-05-15T15:18:59.549+00:00In BEVs, VW Group will definitely *not* surpass Te...In BEVs, VW Group will definitely *not* surpass Tesla in 2022 or 2023. Last I heard, VW is planning for 1.5 million BEVs per year by 2025 -- Tesla will likely reach that in 2022. VW *might* edge out Tesla when including PHEVs in the count.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-68465293782617003662021-05-15T15:12:29.894+00:002021-05-15T15:12:29.894+00:00The model switchover has nothing to do with the ch...The model switchover has nothing to do with the chip shortage.<br /><br />(And it's less than 5 months... But why let pesky facts stand in the way of your narrative, right?)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-59741207057742594662021-05-15T15:08:09.403+00:002021-05-15T15:08:09.403+00:00The Kangoo qualifies as a light commercial vehicle...The Kangoo qualifies as a light commercial vehicle I believe, which IIRC aren't included in the count?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-59304522489842449462021-05-13T11:17:56.963+00:002021-05-13T11:17:56.963+00:00Tesla; in 2020 FSD will be piloting the Model 3 ro...Tesla; in 2020 FSD will be piloting the Model 3 robotaxis. LOLAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-77287405709703763192021-05-13T10:13:07.357+00:002021-05-13T10:13:07.357+00:00VAG will pass everyone by the end of 2022 when ID4...VAG will pass everyone by the end of 2022 when ID4, Skoda Enyac, E tron Q4, Porsche Taycan Tourismo have matured. And if that dosen t happen in 2022 it will happen in 2023 with the addition new ID wagon, sedan and van in 2022, as well as some new E tron lineups.... Anonymoushttps://www.blogger.com/profile/05696755261735949963noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-13033594656128554292021-05-13T07:01:24.370+00:002021-05-13T07:01:24.370+00:00Daimler
M-B eCitaro
M-B eActros
Fuso eCanter
M-B ...Daimler<br /><br />M-B eCitaro<br />M-B eActros<br />Fuso eCanter<br />M-B eSprinter<br />M-B eVito<br />M-B EQC<br />M-B EQA<br />Smart ForFour EQ<br />Smart ForTwo EQ<br />... and many moreAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-70150840019936488372021-05-12T18:47:51.424+00:002021-05-12T18:47:51.424+00:0012 days into May and not even 1 market report! Wha...12 days into May and not even 1 market report! What's up?<br /><br />written by Looney TunesAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-90497750935815445502021-05-12T11:21:06.544+00:002021-05-12T11:21:06.544+00:00Tesla, permanently in Beta iterations.Tesla, permanently in Beta iterations.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-71430832695952821512021-05-11T11:21:56.140+00:002021-05-11T11:21:56.140+00:00Stupid legacy carmakers, one by one derailed by ch...Stupid legacy carmakers, one by one derailed by chip shortages. Look Smart asshole Tesla: Model S and Model X line shutdown for almost 6 months now...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-78986259160953375062021-05-11T11:14:06.249+00:002021-05-11T11:14:06.249+00:00In Q1 Renault sold 14.000 Zoe's, 5.000 Twingo ...In Q1 Renault sold 14.000 Zoe's, 5.000 Twingo EVs and 3.000 Kangoo EV's. One would expect that with Nissan EV's added, the top 5 BEV is within reach. 2hansomehttps://www.blogger.com/profile/10505103451198461935noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-24101286502042402922021-05-11T11:10:01.799+00:002021-05-11T11:10:01.799+00:00Curious why Renault-Nissan is missing among Top 5 ...Curious why Renault-Nissan is missing among Top 5 EV manufacturers. In Q1, Renault alone sold 14.000 Zoe's, 5.000 Twingo EV's, 3.000 Kangoo EV's. Guess Nissan's LEAF easeliy adds enough to pip the #5's 35.400 ex. 2hansomehttps://www.blogger.com/profile/10505103451198461935noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-25005277776239022152021-05-07T10:12:47.527+00:002021-05-07T10:12:47.527+00:00Deliveries should even out once they have factorie...Deliveries should even out once they have factories in all major markets, i.e. fairly soon. Until then, most people don't mind waiting a few weeks for delivery.<br /><br />As for "publicity stunt", that's bullshit, and you know it.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-27702444669547846882021-05-07T10:11:27.550+00:002021-05-07T10:11:27.550+00:00What else are they supposed to do with the trade-i...What else are they supposed to do with the trade-ins?antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-30933934865693486762021-05-07T09:52:14.680+00:002021-05-07T09:52:14.680+00:00@Nikita Hund
Fully agree with you.
They have more ...@Nikita Hund<br />Fully agree with you.<br />They have more than enough capacity to deliver more regularly since they produce in China. Kooglehttps://www.blogger.com/profile/18190230449830197502noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-32396041058238274002021-05-07T09:32:06.673+00:002021-05-07T09:32:06.673+00:00Is Sol brand member of VAG?Is Sol brand member of VAG?Anonymousnoreply@blogger.com