tag:blogger.com,1999:blog-1399793419425111085.post4225389054392443392..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Europe August 2020José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger54125tag:blogger.com,1999:blog-1399793419425111085.post-56265203167285904092020-10-08T09:17:45.159+00:002020-10-08T09:17:45.159+00:00Not to speak about almost 1.000 Model 3 in one day...Not to speak about almost 1.000 Model 3 in one day in Netherlands in last December...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-27283131764641063492020-10-03T17:42:19.430+00:002020-10-03T17:42:19.430+00:00It will become even more interesting once Tesla st...It will become even more interesting once Tesla starts local production of Model 3 in Europe, presumably some time in 2022...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-67934645748032191932020-10-03T17:35:29.941+00:002020-10-03T17:35:29.941+00:00Yeah, I guess my wording was a bit dismissive... I...Yeah, I guess my wording was a bit dismissive... I'm sure it's not just Elon's whim, but in fact there are good reasons. While no doubt many people would be fine with the shorter range (see e-tron doing well enough in frosty Norway), we need to keep in mind that the smaller battery would save less then $3000 in costs. (Even less if we consider increased logistics costs for dealing with more different variants...) If the price is lowered accordingly, while offering considerably less range, that would make it a significantly less attractive offer for most buyers, i.e. it would barely sell, not making it worth the effort.<br /><br />An alternative option would be to lower the price more, and maintain average margins by raising prices on the longer range variants instead -- but that would make the more desirable variants less affordable, and thus in turn not necessarily improve overall ability to take market share from combustion cars...<br /><br />Optimal marketing is way more complex than it might seem.<br /><br />(Essentially same reason why the standard range Model S and X were cancelled...)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-8051610098347849642020-10-03T01:11:31.271+00:002020-10-03T01:11:31.271+00:00no they won't. the management has seen how muc...no they won't. the management has seen how much easier it is to build electric, they will use this against the workers. diesel is dead, they all know it. they've all sat in taychan to know it's better than any gasser. they will electric as soon as union and depreciation let them.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-58183734454934094712020-10-03T01:07:46.089+00:002020-10-03T01:07:46.089+00:00but how this compares to when tesla model 3 was ne...but how this compares to when tesla model 3 was new in norway? model x is the price of 3 or 4 id3s put together. so 700+912 seems like more money than id3 brings. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-76794938257632524422020-10-03T01:04:38.777+00:002020-10-03T01:04:38.777+00:00heinrich please consider vw id3 sales against tesl...heinrich please consider vw id3 sales against tesla sales at the same time in its availability. i don't care to but let's just say we'll see where the total is next year. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-66549948594104192092020-10-03T01:01:42.135+00:002020-10-03T01:01:42.135+00:00probably big deal when your suv can't go 200 m...probably big deal when your suv can't go 200 miles in winter because battery. there might be something to elon's performance claims. suv that can't winter might be a bad stain to have on your brand. and also, model s - x have those periodic range upgrade. perhaps model Y also. then the "long range" rwd will become the cheap one. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-61950707054096461292020-10-01T05:40:52.386+00:002020-10-01T05:40:52.386+00:00That's an interesting point. With Model Y repo...That's an interesting point. With Model Y reportedly not costing more to make than Model 3 (thanks to architectural advances), it was always an interesting question how they would price these long-term. I guess not having an entry variant of the Model Y is one way to do price differentiation...<br /><br />Having said that, this is Tesla: these kinds of proclamations are never set in stone. I'm pretty sure they will introduce an entry variant with a smaller battery at *some* point, once demand for other variants is exhausted. It just probably won't be the current Model 3 SR+ pack, but rather some new pack (using the new cell format?), with a somewhat larger capacity, in order to meet Elon's new standard for "acceptable" range...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-43917584195666173522020-09-30T17:53:49.046+00:002020-09-30T17:53:49.046+00:00I believe the Renault Zoe will continue with 10.00...I believe the Renault Zoe will continue with 10.000-ish performances, August is always the weakest month in France, so i guess the race is still undecided between both.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-87328525391188935062020-09-30T17:50:03.527+00:002020-09-30T17:50:03.527+00:00Around 10.000 unitsAround 10.000 unitsJosé Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-9825699249714695392020-09-30T17:47:07.413+00:002020-09-30T17:47:07.413+00:00I was also expecting more of the Model Y, but with...I was also expecting more of the Model Y, but with the cancellation of the SR version, the Model 3 will keep an important trump card: Price.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-72875514297338106692020-09-30T17:35:02.160+00:002020-09-30T17:35:02.160+00:00@Clabb - I agree, as plugins go into the mainstrea...@Clabb - I agree, as plugins go into the mainstream, it's the larger markets that gain relevance. I am particularly interested in the German market.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-43447060274158257342020-09-29T21:47:18.159+00:002020-09-29T21:47:18.159+00:00Interesting. So what did it "imply" when...Interesting. So what did it "imply" when Tesla delivered >500 Model 3 one day?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-86467239562845250182020-09-29T21:22:36.881+00:002020-09-29T21:22:36.881+00:00So how does that compare to the Model 3 flood when...So how does that compare to the Model 3 flood when it was first brought to Norway?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-88583759962846764232020-09-29T16:59:49.980+00:002020-09-29T16:59:49.980+00:00What a wonderful news, ID.3 must be cannibalizing ...What a wonderful news, ID.3 must be cannibalizing Golf.<br />So diesel and even petrol are crushed. We have to tell norweign refineries to produce less diesel and break that hydrocarbon chain to lighter products like ethane, propane, butane which can be used at least for plastics production.<br />Any what happened to Toyota (no need to charge) hybrids, are they selling?.<br />I think ID.3 and the upcoming ID.4 will leave even the plugin hybrids in the dust.famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-77492644560930483542020-09-29T16:56:04.653+00:002020-09-29T16:56:04.653+00:00For those of you who are interested in USA sales s...For those of you who are interested in USA sales stats.<br />1,6 million plugins were sold so far, out of which<br />BEV: 1.0 million<br />PHV: 0.6 million (This is the reason I like PHV for plugin hybrid since a uniform 3 character code aligns it).<br />Earlier it was 1:1, since Model 3 came on the scene, BEVs took off while the plugin hybrids went down especially with closure of Volt, CMax and recently Fusion plugin. Dont look at Kuga plugin, they just have 26 units for sale, even RAV4 plugin sucks.<br /><br />https://cleantechnica.com/2020/09/29/total-plug-in-vehicle-sales-in-united-states-reach-1-6-million-units/famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-52601409192400914602020-09-29T16:15:21.228+00:002020-09-29T16:15:21.228+00:00Some blogger in this forum compared Model S with V...Some blogger in this forum compared Model S with VW ID.3<br /><br />Model S beat many fast expensive cars with 12 cylinder engines in many races.<br />1st electric car in 5+2 seater style with plenty of trunk/frunk space.<br />Came with 3 battery options to cater to different users.<br />Probably the 1st electric car that reached 500.000 km because of 85 KWh battery.<br />Faced criticism on daily basis from big oil and legacy automakers and still sold.<br />Its deliveries began in 2012-06, that means it is in its 9th year.<br />Model S lost sales because of trend towards crossovers especially in big luxury segment.<br />Still soldiering on while its competitors like Cadillac CT6, Lincoln Continental, Acural RLX, Infiniti Q70 have gone under the soil. Check the sales of similar sized sedan, they are all going down.<br /><br />VW and other automakers on the other hand got egg on their face because of dieselgate and paid hefty fines in many markets.<br /><br />VW should in reality should be crying to sell every ID.3 because they loved the smell of diesel. Give them 1 chance and they will convert the entire BEVs based on MEB architecture to diesel.<br /><br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-52800209856629941272020-09-29T15:55:56.708+00:002020-09-29T15:55:56.708+00:00Stunning success for the VW ID 3 in Norway. 126 ca...Stunning success for the VW ID 3 in Norway. 126 car sales in one day imply 30.000 cars sold per month and over 300.000 per year sold in Europe alone.Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-17392140535700070142020-09-29T11:47:34.387+00:002020-09-29T11:47:34.387+00:00VW ID3 going mad today in Norway at 92 versus just...VW ID3 going mad today in Norway at 92 versus just 25 for Model 3 and only 2 for Model X. 100 cars per day in Norway imply at least 1000 cars per day in Europe.Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-17667917132467818452020-09-29T10:56:35.772+00:002020-09-29T10:56:35.772+00:00Amazing. From 141 car sales in Norway today, 49 ar...Amazing. From 141 car sales in Norway today, 49 are VW ID3 cars, which gives over 30% market share. This implies 30.000 VW ID3 sold in Europe per month and by far the leader in Europe. September sales will be hyper interesting. Could be really a sea change for electric cars.Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-6145136435079517102020-09-29T10:47:29.276+00:002020-09-29T10:47:29.276+00:00VW ID3 sales already far ahead Tesla in Norway dur...VW ID3 sales already far ahead Tesla in Norway during September. Looks like VW is the new Nr1.Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-3076601542666667422020-09-29T09:02:26.428+00:002020-09-29T09:02:26.428+00:00Volkswagen ID3 storming the charts in Norway. 3 ti...Volkswagen ID3 storming the charts in Norway. 3 times more sales today than Tesla Model 3 and 30 times !!! more than Model X and Model S. A flood of electric cars is coming to the markets.Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-21457466835231596512020-09-28T13:18:09.009+00:002020-09-28T13:18:09.009+00:00Now do Golf vs. Panamera...Now do Golf vs. Panamera...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-19998004010400867372020-09-28T13:14:56.655+00:002020-09-28T13:14:56.655+00:00Nearly 100%? LOL... Great maths skills.Nearly 100%? LOL... Great maths skills.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-48887888015195609232020-09-28T13:12:55.209+00:002020-09-28T13:12:55.209+00:00As for LFP batteries, they don't actually make...As for LFP batteries, they don't actually make that much of a difference: going by a purported leak, less than $1500 cost difference for the Chinese Model 3 SR+ for example. And it's even less for smaller cars.<br /><br />Note that most Chinese makers only recently started re-introducing LFP, after they pretty much all moved over to nickel-based chemistries due to policy changes a few years back...antriknoreply@blogger.com