tag:blogger.com,1999:blog-1399793419425111085.post3590103018125063992..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Netherlands October 2019José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-1399793419425111085.post-66874515097688877292019-11-08T20:21:43.840+00:002019-11-08T20:21:43.840+00:00Strictly speaking, only seven left in October: the...Strictly speaking, only seven left in October: the first one already departed before the end of September... Of course it makes sense to count it for Q4 nevertheless -- but there was also one that left late in June that actually should be counted for Q3, i.e. it was in fact five Q3 ships by end of July.<br /><br />Still quite a difference, of course...<br /><br />(As for "intentional", that somewhat arguable as well: no matter how hard they try, there is simply no way to deliver most of the cars produced in the last days before the end of the quarter... Though admittedly, in some previous quarters they tried hard nevertheless, while this time it seems they were more relaxed about it.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-9708084799322411512019-11-08T10:44:07.596+00:002019-11-08T10:44:07.596+00:00OEMs are absolutely delaying/slow walking sales of...OEMs are absolutely delaying/slow walking sales of their EVs until 2020.Joshhttps://www.blogger.com/profile/14460048887563528351noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-37609255545400313822019-11-08T03:59:38.374+00:002019-11-08T03:59:38.374+00:00Tesla did not deliver the production of the last d...Tesla did not deliver the production of the last days of September in the USA, but started shipping it to Europe and China.<br />In October 8 ships left SF, against 4 in July and April.<br /> <br />There is likely a shift in production and logistics of the quarterly cycle. More shipping early in the quarter that gives the European and Asian Tesla delivery centers more time for an orderly process.<br /> <br />That means that not hitting 100,000 delivered in Q3 was a deliberate decision. I think that it was a sign of confidence.<br /> <br />Poor shorts.Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-12567360611007203812019-11-07T20:43:49.990+00:002019-11-07T20:43:49.990+00:00This is about new delivery of models that have alr...This is about new delivery of models that have already been on the market for some time being delayed into next year -- not about entirely new models... Though it probably applies to both really.<br /><br />And indeed, while it's mostly rumours/speculation, in the case of Kia there is actually written evidence that they told dealers to delay orders because of the emission rule changes.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-37259712830679951812019-11-07T16:33:16.354+00:002019-11-07T16:33:16.354+00:00Well, there is evident that specially Kia is delay...Well, there is evident that specially Kia is delaying deliveries in Europe and kind of stockpiling E-Niros for deliveries in Q1 2020. This is most certain. There is deliveries only in NL, SE, F and Norway so far. Any other delivery is postponed. As for in Germany even without any dates given. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-35462137165081918482019-11-07T13:19:34.314+00:002019-11-07T13:19:34.314+00:00"Tesla delivered everything it could in Septe..."Tesla delivered everything it could in September, depleting the stock, which should only be replenished again on the second half of November"<br /><br />Looks like they've already been partially replenished, they're at 776 Model 3 sales as of the 6th.Joshhttps://www.blogger.com/profile/14460048887563528351noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-46430564947835590402019-11-07T10:09:01.271+00:002019-11-07T10:09:01.271+00:00Highly unlikely any OEM is holding on BEV deliveri...Highly unlikely any OEM is holding on BEV deliveries for 2020 due to EU regulations. Well established OEMs pilot-produce sample vehicles for demostrations, test fleets and internal study (service/repair) and only then, start shipping orders. Any missing new models will start deliveries now in November and December, chiefly among them the EQC, the Taycan and the e208.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-86870295925498498862019-11-07T09:07:42.675+00:002019-11-07T09:07:42.675+00:00No need to wait until the second half of November:...No need to wait until the second half of November: Tesla already delivered 573 Model 3's on the first three working days of November. The first ship of the quarter carrying Teslas arrived to Europe on October 26.Anonymoushttps://www.blogger.com/profile/08250554979390392183noreply@blogger.com