evnow
Well-known member
A slight improvement this month for Leaf - though, YOY it is still down.
The two most obvious reasons behind this drop is that the current iteration is getting a little long in the tooth heading into its final year before a full refresh happens in 2017, and also the introduction of a bevy of other sub-100 mile range plug-ins.
In our opinion, it looks as though Tesla’s Q2 guidance of 10,000 to 11,000 Model S sedans will ultimately be achieved, but strictly through the demand in North America – perhaps accounting for as much as 2/3rds of the quarter’s end result; a far cry from the originally expected splits (~33%) of a couple years ago.
If Tesla is to make full year estimates of 55,000 cars sold, this situation will have to righted almost immediately given the long delays between orders and actual deliveries overseas.
With approximately 34,000 cars (and Model X SUVs) needed to be sold in the second half, it is unreasonable to think the company can sell ~22,000 (3,700/month) EVs in North America alone to make up for international shortfalls, especially with first US Model X deliveries now shifted back into (late Q3) September.
lorenfb said:A concerning comment from InsideEVs about Tesla?
In our opinion, it looks as though Tesla’s Q2 guidance of 10,000 to 11,000 Model S sedans will ultimately be achieved, but strictly through the demand in North America – perhaps accounting for as much as 2/3rds of the quarter’s end result; a far cry from the originally expected splits (~33%) of a couple years ago.
If Tesla is to make full year estimates of 55,000 cars sold, this situation will have to righted almost immediately given the long delays between orders and actual deliveries overseas.
With approximately 34,000 cars (and Model X SUVs) needed to be sold in the second half, it is unreasonable to think the company can sell ~22,000 (3,700/month) EVs in North America alone to make up for international shortfalls, especially with first US Model X deliveries now shifted back into (late Q3) September.
dm33 said:I can't help but think that low gas prices are having an effect on EV sales.
Nubo said:Never underestimate the motivation to escape the living hell of an LA commute.
Looks like Tesla was slow to get certified as a clean air car that must be done city by city to easily get the immediate right to register and drive the car.DeeAgeaux said:China is on track for at least 4k 2015 Model S sales. Original projections from Tesla had 5k-10k Chinese deliveries per year. Tesla China is not that far off. The building is not on fire.
TomT said:Actually, in many locations, the HOV lanes are now so crowded here that it doesn't make THAT much difference!
Nubo said:Never underestimate the motivation to escape the living hell of an LA commute.
TomT said:Actually, in many locations, the HOV lanes are now so crowded here that it doesn't make THAT much difference!
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