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So trying to establish how to attribute this to: - World wide supply issues (Red Sea) - TSLA specific issues (Strikes, Pay Dispute) - Overall demand for EVs -
by monkeydust 3y ago
So trying to establish how to attribute this to:
- World wide supply issues (Red Sea)
- TSLA specific issues (Strikes, Pay Dispute)
- Overall demand for EVs - to this factor, any good benchmarks out there to establish demand?
- onion2k 3y agoIt's not an under-supply problem that supply chain or unions or demand would cause. It's an over-supply problem. Tesla made 46,000 more cars than it could sell.
- themaninthedark 3y agoRivian is not doing well either: https://techcrunch.com/2024/04/02/rivian-started-a-tough-year-on-a-flat-foot/ https://techcrunch.com/2024/04/02/rivian-started-a-tough-yea... In addition Ford, Lucid and Fisker are also scaling back and not selling EV's as well. I think this points to a falling EV market.
- monkeydust 3y agoTxs, yes sentiment clearly seems to have shifted down. 6 months ago I was sold on my next daily driver being fully electric but now looking at hybrid (phev)