3 ms·

Tesla is having their worst Quarter since records began in Q1 2020 so far in NL/NO/Spain. You can see the figures here: https://eu-evs.com/ https://eu-evs.com/

by pja 7y ago

Tesla is having their worst Quarter since records began in Q1 2020 so far in NL/NO/Spain. You can see the figures here: https://eu-evs.com/ https://eu-evs.com/ Click on NL+No+Sp on the left, then click Specific Brand -> Brand QoQ with Tesla selected for a nice graph of Tesla registrations in those countries. This is before any Coronovirus impact hits as well, since I presume these registrations have a certain amount of lag.

bkor 7y ago
If you track the car carries vessels Tesla uses it's kind of obvious: https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJcrkZ-T3NmLkLnTo6xqbdtaOI/htmlview# https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJc... It seems the first deliveries will be March 10th, the last deliveries were quite a while ago. Tesla in Europe isn't something you should track per month due to the deliveries not being like a production line.
rcMgD2BwE72F 7y ago
You just validated my argument: Tesla ships European car early in the quarter and it takes weeks for the cars to cross the ocean. This is made very clear in the official reports[0]: >Although it is possible to deliver a higher number of vehicles, we believe it is important to begin unwinding the "wave" approach to vehicle deliveries, where overseas cars have been made in the first half of the quarter and North American cars have been made in the second half. This puts extreme stress on Tesla, negatively affects our working capital needs and adds to our cost structure. So far, they have been unable to unwind the waves so this means European deliveries will continue to take place at the end of the quarter. And, as explained in my earlier comment, Tesla is focusing on the UK for this quarter anyway, so your stats for NL, NO and SP are even less significant. All car delivered in the UK can't be sold in any other European countries, as long as Tesla remains production constrained (i.e until the Berlin factory is up and running). [0] https://ir.tesla.com/static-files/b2218d34-fbee-4f1f-ac95-050eb29dd42f https://ir.tesla.com/static-files/b2218d34-fbee-4f1f-ac95-05...
- pja 7y ago
  Yes, obviously. That doesn’t alter the fact that /this/ Q is worse than all the others to date.

by pja 7y ago

bkor 7y ago

If you track the car carries vessels Tesla uses it's kind of obvious: https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJcrkZ-T3NmLkLnTo6xqbdtaOI/htmlview# https://docs.google.com/spreadsheets/d/10Uh_GSkShwPPlrE5mOJc... It seems the first deliveries will be March 10th, the last deliveries were quite a while ago. Tesla in Europe isn't something you should track per month due to the deliveries not being like a production line.

rcMgD2BwE72F 7y ago

You just validated my argument: Tesla ships European car early in the quarter and it takes weeks for the cars to cross the ocean. This is made very clear in the official reports[0]: >Although it is possible to deliver a higher number of vehicles, we believe it is important to begin unwinding the "wave" approach to vehicle deliveries, where overseas cars have been made in the first half of the quarter and North American cars have been made in the second half. This puts extreme stress on Tesla, negatively affects our working capital needs and adds to our cost structure. So far, they have been unable to unwind the waves so this means European deliveries will continue to take place at the end of the quarter. And, as explained in my earlier comment, Tesla is focusing on the UK for this quarter anyway, so your stats for NL, NO and SP are even less significant. All car delivered in the UK can't be sold in any other European countries, as long as Tesla remains production constrained (i.e until the Berlin factory is up and running). [0] https://ir.tesla.com/static-files/b2218d34-fbee-4f1f-ac95-050eb29dd42f https://ir.tesla.com/static-files/b2218d34-fbee-4f1f-ac95-05...

pja 7y ago
Yes, obviously. That doesn’t alter the fact that /this/ Q is worse than all the others to date.