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https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/ They sold more than 28,000 Model 3s in Q2. They'r

https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/ They sold more than 28,000 Model 3s in Q2. They're on track to deliver more than 50,000 in Q3. Will probably sell more 400,000 next year (assuming only a small improvement from the current run rate). They'll probably exceed 80% of EV market share in the US for years to come. Legacy automakers haven't got any source of battery (the Chinese will keep their production for the Chinese market, or only sell them for high margin). We've yet to know how the traditional automakers plan to make EVs in volume (intention don't count anymore).

gamblor956 8y ago
Panasonic, the company that actually runs Tesla's Gigafactory, has sufficient capacity to build out and manufacture car batteries for other carmakers should the demand ever arise. And today's article is basically the announcement that...demand has arisen. Expect to see an announcement from Panasonic or one of the other major battery suppliers in the next few days about breaking ground on a new factory.
- moduspol 8y ago
  > And today's article is basically the announcement that...demand has arisen. It has--but it's not clear the whether the demand is for EVs or for Teslas.