Scelte strategiche Tesla

[gpat]

5 minuti fa, j scrive:

FABBRICA ITALIA

Con la Tesla il governo parla di... veicoli commerciali

Secondo le ultime indiscrezioni, non ci sarebbero le automobili al centro delle trattative - o presunte tali - tra Roma e Elon Musk

 

https://www.quattroruote.it/news/industria-finanza/2024/03/26/tesla_e_governo_italiano_furgoni_e_camion_.html

 

Al 90% questo:

 

https://www.teslarati.com/tesla-creates-two-seat-model-y-france-business-tax-loophole/

[itr83]

4 ore fa, gpat scrive:

 

Al 90% questo:

 

https://www.teslarati.com/tesla-creates-two-seat-model-y-france-business-tax-loophole/

 

oddio una model y van 

[4200blu]

 

SAN FRANCISCO — Tesla reported a sharp decline in car deliveries in the first quarter, a disappointing start to the year for a company beset by market challenges and reputation hazards.

The delivery numbers reported Tuesday come as Tesla faces soft demand for electric vehicles, high interest rates, a string of lawsuits against its technology and controversy surrounding its chief executive, Elon Musk. Musk had warned during a January earnings call that Tesla would experience a “notably lower growth rate” this year as the company invests in a next-generation vehicle it plans to start building in 2025. The electric-vehicle carmaker — whose stock is down more than 20 percent in the first quarter — slashed its prices throughout 2023 to maintain demand, but those cuts were not enough to overcome the headwinds it has faced in the first quarter of the year, analysts said.

“It’s death by 1,000 cuts,” said Karl Brauer, an executive analyst with car research company ISeeCars.com. Musk “has never had a demand problem … but over the past year-plus, there has been increasing indicators that he’s producing more cars than the market wants.”

Tesla said it delivered 387,000 vehicles in the first quarter, down from 484,000 in the previous quarter and fewer than analysts expected. The company cited a shift to early production of the next version of its Model 3 sedan, Red Sea shipping disruptions and a suspected arson at its Berlin factory.

Deepwater Management analyst Gene Munster blamed the broader economy and falling EV sentiment for Tesla’s “ugly delivery number.” Higher interest rates have made it more expensive to finance pricier electric vehicles, Munster wrote in a tweet, adding, “The excitement around [electric vehicles] has cooled, which further dampens sales.”

But he also wrote that Tesla is still “on the right track.”

Tesla stock was down more than 5 percent in early trading Tuesday.

Analysts had expected first-quarter deliveries of around 425,000 vehicles, according to Daniel Ives, a tech analyst with Wedbush Securities. Ives said it has been a “nightmare quarter” for Tesla, as the car marker grappled with a “perfect storm” of increased competition from China, waning demand in the overall EV market and a fire at its factory in Berlin that added more strains on production and deliveries.

The company said it produced 433,000 vehicles in the first quarter.

“This will be not be a moment of celebration for the bulls and instead be a rip-the-Band-Aid quarter for Tesla investors,” Ives said. “For Musk, this is a fork-in-the-road time to get Tesla through this turbulent period, otherwise darker days could be ahead.”

Wider market forces are also at play for Tesla. While sales of electric vehicles are still growing faster than gasoline-car sales in the United States, interest has started to cool lately amid concerns about a lack of charging infrastructure, among other reasons. Other carmakers, such as Mercedes-Benz, have delayed electrification goals or reduced their short-term ambitions of electrification.

At the same time, though, Chinese electric-vehicle maker BYD overtook Tesla last year, selling more electric vehicles on a quarterly basis.

Tesla’s lower sales numbers add to the company’s troubles. It is also facing increased scrutiny from regulators over its driver-assistance software, Autopilot. Last year, the company agreed to recall 2 million vehicles — nearly every car it has produced — over concerns that the technology did not have enough guardrails to prevent driver misuse. The recall, which was conducted by a remote update, was the result of a sweeping investigation by the National Highway Traffic Safety Administration into the technology.

Days before the recall was announced, The Washington Post published an investigation identifying at least eight fatal or serious crashes involving Autopilot in locations where the software was not intended to be used.

 

(washingtonpost.com)

 

 

[j]

 

[4200blu]

 

https://electrek.co/2024/04/15/tesla-lays-off-more-than-10-of-its-global-workforce/

 

 

[VuOtto]

6 minuti fa, 4200blu scrive:

 

https://electrek.co/2024/04/15/tesla-lays-off-more-than-10-of-its-global-workforce/

 

 

 

in pratica.......stanno soffrendo anche loro, anche se fino a qualche mese fa gridavano "vento in poppa!"

[Alain]

Ciò che una volta era impensabile è accaduto mentre Tesla si prepara a licenziamenti di massa.

 

La nota interna di Tesla di Elon mostra che Tesla ridurrà il suo personale globale di oltre il 10%.

Tesla ha 140.473 dipendenti a livello globale a dicembre 2023, quindi una riduzione del 10% comporterebbe la perdita di circa 14.000 posti di lavoro.

 

Nemmeno Tesla è immune al rallentamento delle vendite di nuovi veicoli elettrici.

 

https://www.reuters.com/business/autos-transportation/tesla-lay-off-more-than-10-its-staff-electrek-reports-2024-04-15/

Mia opinione: se anche Tesla che è il leader mondiale delle BEV con la sua rete proprietaria di Superchargher e deve licenziare personale per un calo di domanda, non oso immaginare che fine fanno gli investimenti dei costruttori tradizionali europei nelle BEV. 
 

Speriamo salti l’obbligo del 2035 il prima possibile o si chiude tutti e gireremo con le macchine cinesi. 

[Maxwell61]

Veramente ste macchine cinesi in EU sono spesso piuttosto care e alcune proprio fuori mercato, come Nio e Polestar. 

[Alain]

4 minuti fa, Maxwell61 scrive:

Veramente ste macchine cinesi in EU sono spesso piuttosto care e alcune proprio fuori mercato, come Nio e Polestar. 

 

Vedremo che succederà, per adesso sul mercato c'è solo un gran casino, panico e paura. 

[Maxwell61]

11 minuti fa, Alain scrive:

 

Vedremo che succederà, per adesso sul mercato c'è solo un gran casino, panico e paura. 

Concordo, momento incasinato e aggiungerei transizione tecnologia batterie velocissima, vedi in arrivo Byd LFP con prestazioni e durata da paura senza degrado e prezzi dimezzati, che sarà un incubo per chi deve pianificare e chi deve comprare. 

 

Vi ricordate il mio post sull'effetto Osborne? Ecco, prevede un avvallamento delle vendite auto nella transizione, sia in tempo crollo vendite ice che ev crescita lenta , si va in attesa...

 

E infatti io, sostenitore EV, mi sono buttato su un Phev e di provata affidabilità...

Modificato 15 Aprile da Maxwell61