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Capacity is not sales Capacity is not sales Capacity is not sales Capacity is not sales Honda already has a higher capacity than their sales. Why would Tesla expand in a country experiencing a major demographically caused economic failure? Who's going to buy those extra 250k units? Europe is falling into stagflation. Things aren't great here in the US, but they're better than everywhere else. This. And there's problems brewing on the sales side of the industry as well. Interest rates are not going to help sales and a lot of people who bought vehicles at very inflated prices over the last 18 months are severely under water.

Tesla doesn't have anything in the price range that most of Honda plays in. Tesla has 4 models, Honda has 9 if you don't count model variants, and 15 if you do. CR-V sales and Model 3 sales in the US are generally pretty close. Civic + Accord easily trounce Model 3 in sales. Then the low volume / high price Model X and S get smashed by the rest of the Honda lineup in volume. Honda sells twice as many Oddysseys than Tesla sells Model X. Honda also sells 20,000 more Ridgelines than Tesla sells Model X. Honda sells twice as many Pilots in the US than Tesla sells Model S globally. Honda had a down year last year and sold just 3.8 million vehicles. Tesla couldn't even manage half of that with 1.4 million. Tesla is currently selling every vehicle they can build as fast as they can build them. Where are they going to get more than double the manufacturing volume to catch up to, much less exceed, Honda? Who are they going to sell them to while China's economy falls off a cliff? I'll take "Things that won't happen for $100,000, Alex". What makes you think that Ram won't have scale? Stellantis already has two battery factories under construction in the US, each with a 33 gW production capacity. Over at Tesla "As of May 2019, Gigafactory 1 has achieved a theoretical capacity of 35 gigawatt-hours per year, but utilization levels have resulted in a 24 gigawatt-hour output, according to Panasonic President Kazuhiro Tsuga. "

For those of you who don't follow our Facebook, there has been a rather raucous EV discussion there in the comments of the link to this article. I e-mailed Ram earlier today to find out if the Ram 1500 REV will be equipped with a heat pump, and the answer is yes. So range degradation in the cold should be minimal.

Well, 1 million is still less than what Tesla did last year, 1.31m. I thoroughly believe GM will surpass Tesla in total sales but I don't think it'll happen by 2025. That's a hell of a lot of production and sales to pop up in less 3 years. There's just no way that growth can happen just in the industry itself. Even if they did have the production capacity to hit 1.5m throughout 2025, the demand also has to be there.

Tesla is only ahead in EVs because that's all they do. Telsa is losing the tax credit on several versions of its cars. Tesla woke a sleeping giant in GM. Elon is doing himself no favors with his open politics and twitter shenanigans. He is turning people off to the brand. That went over so well it's canceled already. $52k for an Electric Dodge Colt Vista. But hey, they saved 0.5 miles of range by not having electrically adjustable seats in it.

More like >20% for everything that isn't an S Class. EQS SUV & GLS EQS SUV: 104,400 minus 20% would be: 83,520 GLS: 81,800 EQE Sedan & E Class EQE Sedan: 74,900 minus 20% would be: 59,920 E Class: 56,750 EQB & GLB EQB SUV: 52,750 minus 20% would be: 42,200 GLB: 39,800 EQE SUV & GLE EQE SUV: 77,900 minus 20% would be: 62,320 GLE: 57,700 Every one of those is greater than 20% higher than their ICE sibling.

Well that's a neat trick seeing as how they just did a few months ago and it led to what's in the article above, regarding their production versus sales. In other words, it didn't lead to more sales. Again with the apples and oranges.

As has been stated before, Tesla is slowing down and their dominance while still strong is falling. Lets look at the sales and see where Tesla stands. How Many Teslas Have Been Sold? | Model S, 3, X, Y Sales By Year | Licarco Best increase in sales was 2020 to 2021, an increase of 436,575 Tesla shrunk from 2021 to 2022 with an increase of only 377,629 If we take the Q1 number, 422,875 X 4 = 1,691,500 an increase of only 377,649 staying par with the year before and we are moving into a global recession where big ticket items fall off for people as more move into default on auto loans and home loans. Every where one looks in the financial sector you find the same story, Why Tesla’s Market Share Is Set To Plunge In 2023 (forbes.com) We can then look at the financial side which has been reviewed by many that says the Talk of Musk is not backed up by the actual numbers. Tesla has moved to an interesting Short view to back up a positive spin on falling business. The latest numbers are a 4% rise over Q4 of 2022, but Tesla ignores the rest of 2022 and overall year data. Tesla sales again fall short of production | CNN Business The raw numbers show that Tesla produced 78,000 more auto's than they could ship to customers which made up 5% of their auto's they built or shows they had a -1% not a 4% positive. Q1 2023 is 18,000 EVs less than they produced both in Q4 and Q3 of 2022. Musk refused to answer questions about production versus demand but to quote analysts. “If it wasn’t clear before, it now is, Tesla has a demand problem,” Gordon Johnson, an analyst who is one of the biggest Tesla critics, said in a note Monday. “For four straight quarters, Tesla has produced more cars than they have sold, despite the fact that two of its plants are operating at 20% to 40% utilization, and it shut-down its largest plant, unexpectedly, three times in the first quarter,” said Johnson said, who said he believes Musk has a “pathological problem with the truth.” “In short, no matter what Elon Musk says, Tesla has a serious/major demand problem,” said Johnson. First quarter production was up only 0.2% from the final three months of 2022, despite it efforts to ramp up production in Germany and Texas. Production and sales were up much more when compared to the first quarter of 2022, with production up 44% and deliveries up 36%. But even that suggests that Tesla is below the 50% annual growth target it has set for the company long term. This shows that even if Tesla can hit 1.6 million EVs produced globally this year, they are in stagnation.

Drew already pointed it but it mostly a joke anyway, and one that wasn’t too far from the truth for the “best or nothing”. And it’s $37,500 for that GLA. That’s not true either. FFS man, if you’re going to make Tesla out to be so great, make sure it’s backed up by facts. Even after a price drop, their “demand” was off. https://amp.cnn.com/cnn/2023/04/02/investing/tesla-sales/index.html

As @surreal1272 stated, if your going to post facts include context as your fact posting is not true in the context you have stated of sales. They have plenty of Hummer Sales and they stopped to address a failure in the sealing of the battery pack. Mach-E sales you have posted is a Lie also as you have not looked at the whole picture as Ford has already stated they are projecting 60,000 Mach e sales in North America and even more globally. Ford Expanding Sales of Mustang Mach-E to 37 Countries in 2023 - DBusiness Magazine Ford just built their 150,000th Mach-e at the Mexico plant and has already announced that they are expanding production to 600,000 by the end of 2023. This is where your info is wrong as Tesla just cannot speed up a production line. There is equipment to buy, expansion at said plants, etc. Since Tesla choose to Ignore the Auto Industry on how they build as an example trucks ever 37 seconds, Tesla is doing it their own way and wasting years as it take them massive change over every time they ramp up production. Tesla has even stated that the numbers they are building now in Texas has taken months for them to figure out and move things around to improve the assembly flow of building Tesla Y and now to add the Cyber Truck by the end of the year. Story Quote: The automaker plans to boost annual production from a projected rate of 600,000 Mach-E’s annually by late 2023, and more than 2 million annually by 2026. Tesla has never been able to ramp this fast unlike Ford or GM. BACK TO THE RAM REV. While I am excited that they have their standard 168-kilowatt-hour (kWh) battery pack and an optional 229-kWh large battery pack I have to wonder how heavy the truck will be with the optional 229 kWh battery pack. If GMC Hummer Truck is 10,000 lbs and it has a 200 kWh battery pack, I wonder if the REV will end up pushing 11,000 lbs?

More equipment doesn't make them more affordable. They cost more than 20% more to buy. Period. Add in taxes on that 20% and it's even worse...

True stat without context, like the fact that production was halted to address the battery issues. If you’re going to make this case about sales and their correlation to prices, then make sure you give complete context when you do it. Think of it the same way you do when Mercedes doesn’t meet certain expectations.

They can expand Shanghai, Austin and Berlin, there is room for more capacity at all, Cybertruck in Austin of course. Those 3 factories plus California seems like 2.5 million is very doable. Mexico next and then after that might be Canada for a future plant. They seem pretty intent on at least 10 million capacity by 2030. I am just making up 25,000, maybe it is more but look at sales of Grand Wagoneer, Escalade, S-class etc. you don’t sell a lot of $100,000 vehicles no matter what it is. And even if these are $80,000, that is still beyond the price of current Ram 1500s. GM sold 2 Hummer EV’s last quarter, true stat. Even if Ram has demand, how much capacity will they have. Mach-E is in year 3 and on pace for 22,000 sales this year.

This is probably a whole different topic to talk about... .but yes.

The $33K A-Class must not have received that memo.

I don't think any of the legacy automakers will have enough production up and running by 2025 to even do this, even if they have the product portfolio.

What part of "moving to EVs' are you not getting here? Does the simple concept elude you so much that you, again, have to make up this phantom about advertising and marketing timeframes? Seriously? How long has Benz been promoting the still not for sale Project One? Or how about thew G-Wagen? First shown off by Mercedes September 2021 and still prominently on their website. Again, you spend post after post complaining about other companies tactics while avoiding the fact that ALL brands (including your favorite) do this and have been doing this for decades now. Give it up already. Again, until that 3 year delayed truck is actually on sale, we can talk about "scale". Judging by it's most recent testing though, you have WAY higher hopes for it's success than just about everyone else lol.

Not impressed with what looks to be a huge turning radius for the truck. 3 lanes needed to do a 180 turn. WOW That is like 1980's turning radius of American Trucks. Seems a price war is inevitable and that auto prices are about to drop by summer big time. Oversupply of cars to trigger price war, says UBS (msn.com)

The drag coefficient difference on those 2 cars is .02 and the S-class is more aerodynamic than a Prius or Tesla Model 3. The jelly bean isn't needed, they already had a good looking, aerodynamic car, just make it electric, and that car is long as hell, lots of space to put batteries laying flat. Have to get that tax credit.

Actually Mercedes-Benz hit 6,000 Euro per unit in 2022: 14,809,000000 Euros in net profit Sold 2,456,063 units 6,029 Euros per unit.

By manufacturer, Tesla is #1 at $9,000 per car, Mercedes-Benz is 2nd at $5,000, BMW just behind that. Toyota, GM, Ford, Honda, Hyundai/Kia, VW are all under $2k per car. That is counting Porsche as part of Volkswagen. On an individual brand basis, Ferrari would be #1 they make like $95,000 profit per car, then Rolls, Bentley, Porsche are all way up there based on brand. But by corporation, Tesla is 5 times higher than the other volume corporations and double Mercedes-Benz who is more similar size in volume to them.

I wonder just how much more "brand image" Tesla will have left with incidents like this @smk4565? https://appleinsider.com/articles/23/04/06/if-youre-a-tesla-owner-employees-might-be-sharing-your-camera-recordings If I was a Tesla, I would light that company up, legally speaking. Miles on EV mode isn't the only reason why they called it that. Overall, it is a much better car than it replaces and would be nicer overall than the Volt, at this point.

It is going to be real heavy and real expensive. This goes to a general problem with EV's in every buying battery on the consumer's part. Or the car maker over selling battery. Many gasoline cars have a 300 mile range, no one cares because there are gas stations everywhere. If there was a larger public charge network, and you could charge at home, a 200 mile battery would be plenty for probably about 95% of people. The dept of energy has a 2022 estimate of $153 per kWh (at scale of at least 100,000 units per year). So if we use that number the Ram REV battery is $35,037 at Stellantis cost, the mark up to dealer, mark up to consumer, at $40,000 in msrp for just the battery, while an average Ram without a battery is $50-60k, a top trip $75k? (not a TRX). Now we are talking a $100-115,000 truck, if the ICE truck goes away, who can afford that? You aren't selling 500,000 units a year. So they need a Ram REV with a 100 kWh battery (in addition to 168 and 229) that is a $15,000 pack and you have $20,000 in cost out right there. And everyone needed to get cell prices under $100 per kWh to start to get these EV's more affordable. GM also had a bad Q1 in 2022. But GM did beat Toyota in Q1, so it was a good quarter for GM.

Mercedes doesn’t build $30,000 vehicles, but Chevy, Hyundai and Ford do. Mercedes EV’s need about a 10% price cut to be right in line with Mercedes ICE pricing, the EQS is actually cheaper than an S-class but it isn’t as good a car either. I don’t see Mercedes growing much but they will survive. In 10 years they’ll probably be about 2 million units a year, whereas I think some car companies either won’t be here or will have 25% or half their current size. And bold prediction, no legacy OEM ever passes Tesla in EV sales.

They are way behind, but using advertising dollars on a CGI or clay model of a concept car that is way far from production, vs using your advertising on Inegras or RDX's that you can sell today makes no sense. This isn't even close to proaction, yet was getting advertising spend 6 months ago. So deep down they know ICE is dead and Tesla will pass Honda in 2025 I bet. As far as the Ram REV goes, it looks like they are positioning this as a $100k luxury truck, when they need a volume $50k truck. Maybe that will follow, but they better get it going fast or the Cybertruck will take all Ram's sales too, because Tesla will have scale.

Tesla us 1.8 million capacity now, they can expand Austin and Berlin by another 250k units each, China can expand. That’s 2.5 million next year, then Mexico is w million united for 2025 and they are at 4.5 million units which beats Honda, especially as Honda sales fall when Tesla brings a lower priced model. If it isn’t in 2025 then it is 2026 for sure. Agree, they can’t scale fast enough, even if the Ram REV was $40,000, they could only sell like 25,000 a year probably, which is why it will be a $100k+ truck because they only need 25,000 buyers. And legacy auto is still dumping money into ICE cars and improving ICE plants, they don’t really have the money to put 100% in EV.

Some of those EV’s have equipment that the base ICE cars don’t. But I would say at least 10% cuts, maybe 20%. The AMG electric cars might compete out cheaper than the ICE version, if they build in Alabama they might get tax credits too. So if they can cut msrp 10% and then get some tax credit money they get close enough to swap the whole brand to EV without really changing their overall pricing.

Model 3/Y sales are up nearly 40% in Q1 and those have been around like 5 years. Why aren't Chevrolet or Toyota up 40%? The demand for Tesla I would imagine is 10 times that for Chevy or Toyota. Although I agree that the S/X really need an update, and the 3/Y could use a refresh, maybe even just adding a little screen for speedometer behind the steering wheel. But Tesla cars don't look stale because they don't load them up with plastic body cladding, badges, 2 tone paint, door moldings, etc that all age poorly and they don't have to worry about grille openings and all the bumper plastic that tends to lead to dated styling because the whole car is just body color.