ROUNDUP/'WSJ': FBI ermittelt wegen Falschangaben zu Model 3 gegen Tesla (Seite 176) | Diskussion im Forum
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Antwort auf Beitrag Nr.: 71.923.479 von faultcode am 06.07.22 01:24:06ich denke, daß EM seinerzeit die Giga Austin im selben Atemzug nannte wie die Giga Berlin auch damit zu tun hatte, Letztere nicht als die Katastrophe alleine dastehen zu lassen, die sie vermutlich noch immer ist.
Aber auch in der Giga Austin, oder genauer gesagt mit der 4680-Zelle, gibt es offenbar noch immer deutlichen Verbesserungsbedarf:
5.7.
...
Driving the Model Y 4680, the reviewer also notices that the suspension is nicely set up and offers good ride quality, which he says is partly due to the 19-inch wheels. The acceleration, however, is a tad slower than in the Fremont-made Model Y Long Range.
Overall, he is satisfied with the 4680 Model Y, but he does point out that the car falls short of Tesla's promises of offering a 10 percent lighter car with 16 percent more efficiency. The EPA range is 279 miles and not 400 miles as promised, and the car clearly doesn't feel 400 pounds lighter than the 2170 Model Y—although it wasn't put on a scale to see if that's the case
Texas-Made Tesla Model Y 4680 Compared With Fremont-Made 2170 Cars
Is the Model Y with structural battery pack and 4680 cells a step forward for the nameplate? From a quality standpoint, definitely yes.
https://insideevs.com/news/596387/texas-made-tesla-model-y-4…
Aber auch in der Giga Austin, oder genauer gesagt mit der 4680-Zelle, gibt es offenbar noch immer deutlichen Verbesserungsbedarf:
5.7.
...
Driving the Model Y 4680, the reviewer also notices that the suspension is nicely set up and offers good ride quality, which he says is partly due to the 19-inch wheels. The acceleration, however, is a tad slower than in the Fremont-made Model Y Long Range.
Overall, he is satisfied with the 4680 Model Y, but he does point out that the car falls short of Tesla's promises of offering a 10 percent lighter car with 16 percent more efficiency. The EPA range is 279 miles and not 400 miles as promised, and the car clearly doesn't feel 400 pounds lighter than the 2170 Model Y—although it wasn't put on a scale to see if that's the case
Texas-Made Tesla Model Y 4680 Compared With Fremont-Made 2170 Cars
Is the Model Y with structural battery pack and 4680 cells a step forward for the nameplate? From a quality standpoint, definitely yes.
https://insideevs.com/news/596387/texas-made-tesla-model-y-4…
Antwort auf Beitrag Nr.: 71.923.362 von faultcode am 05.07.22 23:53:35
12.06.2022
aber allmählich finde ich diesen Sinneswandel durchaus plausibel:
1/ die ursprüngliche Idee, schlagartig Personalkosten in Singapur noch zum Q2 zu sparen (und auch woanders), entstand mMn auch nach der Erkenntnis, daß Giga Austin und Giga Berlin eben doch nicht genügend verkaufsfähige Autos in die dafür vorgesehenen, etablierten Märkte USA + Europa in 2022H2e ausliefern werden:
New factories in Berlin and Austin — where Tesla moved its headquarters in December — “are gigantic money furnaces right now,” Musk told members of a club of Silicon Valley Tesla owners in Austin on May 30, according to a video of the interview published Wednesday.
https://www.washingtonpost.com/technology/2022/06/23/elon-mu…
=> einfache, aber radikale Maßnahme ab Anfang Juni: Personalkosten runter, weltweit, außer eben in Berlin und Austin, da diese Fabriken sich noch immer im Aufbau befinden und deren Narrativ nicht beschädigt werden darf
2/ zweite Maßnahme, nachdem offenbar mittlerweile, also bis Anfang Juni oder so, auch klar wurde, daß die weltweite Nachfrage nach Tezzla's wohl doch nicht so übertrieben hoch ist ("Very much production limited"/EM am 20.4.2022 zum CC Q1 (*)), insbesondere wohl nicht in den USA:
Preiserhöhungen:
16.6.
Tesla hikes U.S. prices across car models
https://www.cnbc.com/2022/06/16/tesla-hikes-us-prices-across…
=> post-Corona lernten ja gerade die dt. Autohersteller, wie profitabel eine reduzierte Produktion sein kann
3/ dritte Maßnahme: die Fehler bei Maßnahme 1/ teilweise wieder rückgängig machen:
• also in Märkten, die offenbar noch nicht so stark gesättigt sind wie eben Singapur, wieder mehr oder noch mehr Autos aktiv verkaufen, auch um die hohen Volumen-Abnahmeverpflichtungen von Tesla gegenüber den Lieferanten zu erfüllen:
4.7.
The US-headquartered electric carmaker is advertising for at least seven positions in Singapore on LinkedIn, including a marketing specialist to help with public relations and retail events on the island, a delivery operations specialist, a sales assistant and a project manager for a corporate social responsibility role.
https://www.bnnbloomberg.ca/tesla-hiring-again-in-singapore-…
=> denn warum sonst braucht jemand, den die Nachfrage angeblich überrollt, u.a. einen "Marketing specialist to help with public relations and retail events on the island"?
=> meine Unterstellung und Schlussfolgerung: solche wieder zusätzlichen, verkaufsorientierten Personalkosten sind aus Sicht von Tesla günstiger (auf Sicht von 12 Monaten z.B.), als in Singapur vermutlich profitables Absatz-Volumen liegenzulassen
(*) youtube.com/watch?v=OZDLqdy38tM --> EM ab 16:50
"Gigantic money furnaces" (2) -- absolut jeder U.S. dollar wird nun gebraucht: ein Mix von Maßnahmen
als den aktuell seltsamsten Vorgang in diesem Schattenreich fand ich diese Anekdote, offenbar weitläufig unter dem Radar geblieben:12.06.2022
Zitat von faultcode: 12.06.2022
Zitat von faultcode: knallhart weggehauen; hier Singapur nach 13 Monaten:
...
Stopp! Retour!
4.7.
Tesla Hiring Again in Singapore Weeks After Country Head Leaves
https://www.bnnbloomberg.ca/tesla-hiring-again-in-singapore-…
...
aber allmählich finde ich diesen Sinneswandel durchaus plausibel:
1/ die ursprüngliche Idee, schlagartig Personalkosten in Singapur noch zum Q2 zu sparen (und auch woanders), entstand mMn auch nach der Erkenntnis, daß Giga Austin und Giga Berlin eben doch nicht genügend verkaufsfähige Autos in die dafür vorgesehenen, etablierten Märkte USA + Europa in 2022H2e ausliefern werden:
New factories in Berlin and Austin — where Tesla moved its headquarters in December — “are gigantic money furnaces right now,” Musk told members of a club of Silicon Valley Tesla owners in Austin on May 30, according to a video of the interview published Wednesday.
https://www.washingtonpost.com/technology/2022/06/23/elon-mu…
=> einfache, aber radikale Maßnahme ab Anfang Juni: Personalkosten runter, weltweit, außer eben in Berlin und Austin, da diese Fabriken sich noch immer im Aufbau befinden und deren Narrativ nicht beschädigt werden darf
2/ zweite Maßnahme, nachdem offenbar mittlerweile, also bis Anfang Juni oder so, auch klar wurde, daß die weltweite Nachfrage nach Tezzla's wohl doch nicht so übertrieben hoch ist ("Very much production limited"/EM am 20.4.2022 zum CC Q1 (*)), insbesondere wohl nicht in den USA:
Preiserhöhungen:
16.6.
Tesla hikes U.S. prices across car models
https://www.cnbc.com/2022/06/16/tesla-hikes-us-prices-across…
=> post-Corona lernten ja gerade die dt. Autohersteller, wie profitabel eine reduzierte Produktion sein kann
3/ dritte Maßnahme: die Fehler bei Maßnahme 1/ teilweise wieder rückgängig machen:
• also in Märkten, die offenbar noch nicht so stark gesättigt sind wie eben Singapur, wieder mehr oder noch mehr Autos aktiv verkaufen, auch um die hohen Volumen-Abnahmeverpflichtungen von Tesla gegenüber den Lieferanten zu erfüllen:
4.7.
The US-headquartered electric carmaker is advertising for at least seven positions in Singapore on LinkedIn, including a marketing specialist to help with public relations and retail events on the island, a delivery operations specialist, a sales assistant and a project manager for a corporate social responsibility role.
https://www.bnnbloomberg.ca/tesla-hiring-again-in-singapore-…
=> denn warum sonst braucht jemand, den die Nachfrage angeblich überrollt, u.a. einen "Marketing specialist to help with public relations and retail events on the island"?
=> meine Unterstellung und Schlussfolgerung: solche wieder zusätzlichen, verkaufsorientierten Personalkosten sind aus Sicht von Tesla günstiger (auf Sicht von 12 Monaten z.B.), als in Singapur vermutlich profitables Absatz-Volumen liegenzulassen
(*) youtube.com/watch?v=OZDLqdy38tM --> EM ab 16:50
"Gigantic money furnaces" (1)
dem Markt wird immer klarer, aber offenbar nur sehr langsam: Giga Berlin und Giga Austin sind hinten und vorne noch nicht fertig und sind nun eben EM's "Gigantic money furnaces" (*):=> von daher kann es schon sein, daß es Tesla zum Q3(!), da unten das Q2 offenbar einfach übersprungen werden soll, besonders arg mit "financially delivered" treiben könnte:
...
...
https://twitter.com/campbellbrianh1/status/15444311183211601…
...
After paying, they changed the delivery date to Oct/Nov...but no refund!
...
https://twitter.com/campbellbrianh1/status/15444327182131691…
(*) https://www.washingtonpost.com/technology/2022/06/23/elon-mu…
Antwort auf Beitrag Nr.: 71.913.583 von faultcode am 04.07.22 21:08:21und auch in Kalifornien wachsen die Begehrlichkeiten, was das Lithium angeht:
=> merke: ergänze die Besteuerung von fossilen Treibstoffen mit der (indirekten) Besteuerung von Lithium:
30.6.
California Approves Tax on Lithium Mining Despite Auto Industry Pushback
https://www.msn.com/en-us/news/us/california-approves-tax-on…
...
California on Thursday approved a plan to tax the electric vehicle battery metal lithium to generate revenue for environmental remediation projects despite industry concerns that it will harm the sector and delay shipments to automakers.
Gov. Gavin Newsom approved the tax as part of a must-pass state budget on Thursday. The state legislature had signed off on the levy during deliberations on Wednesday night.
The tax is structured as a flat-rate per ton and will go into effect in January. The tax will be reviewed every year, and state officials have agreed to study potentially switching to a percentage-based tax.
California has giant lithium reserves in its polluted Salton Sea region, an area heavily damaged in the 20th century by years of heavy pesticide use from farming. Funds generated from the tax are earmarked in part to cleanup of the area.
Federal officials have praised the area’s start-up lithium industry because it would deploy a geothermal brine process that is more environmentally friendly than open-pit mines and brine evaporation ponds, the two most common existing methods to produce lithium.
Two of the area’s three lithium companies warned the tax would scare off investors and customers. Both said they may leave the state for lithium-rich brine deposits in Utah or Arkansas.
...
=> merke: ergänze die Besteuerung von fossilen Treibstoffen mit der (indirekten) Besteuerung von Lithium:
30.6.
California Approves Tax on Lithium Mining Despite Auto Industry Pushback
https://www.msn.com/en-us/news/us/california-approves-tax-on…
...
California on Thursday approved a plan to tax the electric vehicle battery metal lithium to generate revenue for environmental remediation projects despite industry concerns that it will harm the sector and delay shipments to automakers.
Gov. Gavin Newsom approved the tax as part of a must-pass state budget on Thursday. The state legislature had signed off on the levy during deliberations on Wednesday night.
The tax is structured as a flat-rate per ton and will go into effect in January. The tax will be reviewed every year, and state officials have agreed to study potentially switching to a percentage-based tax.
California has giant lithium reserves in its polluted Salton Sea region, an area heavily damaged in the 20th century by years of heavy pesticide use from farming. Funds generated from the tax are earmarked in part to cleanup of the area.
Federal officials have praised the area’s start-up lithium industry because it would deploy a geothermal brine process that is more environmentally friendly than open-pit mines and brine evaporation ponds, the two most common existing methods to produce lithium.
Two of the area’s three lithium companies warned the tax would scare off investors and customers. Both said they may leave the state for lithium-rich brine deposits in Utah or Arkansas.
...
Antwort auf Beitrag Nr.: 70.681.678 von faultcode am 29.01.22 13:18:19JP Morgan wieder mit soviel FUD, FUD, FUD:
5.7.
JPMorgan trims price target for Tesla, says shares could fall more than 40% on weaker deliveries
https://www.cnbc.com/2022/07/05/jpmorgan-cuts-tesla-price-ta…
...
<paywall>
5.7.
JPMorgan trims price target for Tesla, says shares could fall more than 40% on weaker deliveries
https://www.cnbc.com/2022/07/05/jpmorgan-cuts-tesla-price-ta…
...
<paywall>
Trading Spotlight
Antwort auf Beitrag Nr.: 71.515.286 von faultcode am 07.05.22 00:44:41Update 2022-06-30: TSLA vs TECHINDEX:
<das letzte Update mit $FB; ich stelle nun auf $META um...>
<das letzte Update mit $FB; ich stelle nun auf $META um...>
Antwort auf Beitrag Nr.: 71.850.542 von faultcode am 24.06.22 13:58:11BYD:
5.7.
Tesla Is No Longer the World’s Largest EV Seller. Here’s Who Is.
https://www.marketwatch.com/articles/tesla-not-worlds-larges…
...
Warren Buffett-Backed BYD has overtaken Tesla to become the world’s biggest electric vehicle producer by sales, even as Covid lockdowns in China disrupted supply chains.
Shenzen-based BYD (ticker: 1211.Hong Kong) sold 641,000 new energy vehicles in the first half of 2022, the company said on July 3. That represents an increase of almost 315% year-on-year in the same period last year. In June, BYD sold 134,036 new energy vehicles, a year-on-year increase of 162.7%.
“The performance looks impressive,” wrote Citigroup analyst Jeff Chung in a Monday report. He has the highest price target for BYD stock on the Street at 640 Hong Kong dollars a share, more than double the recent price of 313.60.
...
5.7.
Tesla Is No Longer the World’s Largest EV Seller. Here’s Who Is.
https://www.marketwatch.com/articles/tesla-not-worlds-larges…
...
Warren Buffett-Backed BYD has overtaken Tesla to become the world’s biggest electric vehicle producer by sales, even as Covid lockdowns in China disrupted supply chains.
Shenzen-based BYD (ticker: 1211.Hong Kong) sold 641,000 new energy vehicles in the first half of 2022, the company said on July 3. That represents an increase of almost 315% year-on-year in the same period last year. In June, BYD sold 134,036 new energy vehicles, a year-on-year increase of 162.7%.
“The performance looks impressive,” wrote Citigroup analyst Jeff Chung in a Monday report. He has the highest price target for BYD stock on the Street at 640 Hong Kong dollars a share, more than double the recent price of 313.60.
...
In der Tat: was will die EU mal wieder eigentlich?
Und wer hätte das gedacht, daß der unsachgemäße Umgang mit Lithium-Salzen möglichweise gesundheitsschädlich sein könnte über einen längeren Zeitraum:
=> so gesehen könnte man Ende des Tages auch das Batterie-Recycling in der EU einen langsamen Tod sterben, von der Produktion aller Art ganz zu schweigen
Ist halt wie beim Erdgas: Fracking in den USA super und gleich mit Liefervertrag über 20 Jahre (~) , Fracking in Niedersachsen/Deutschland (*) unter keinen Umständen:
=> merke: doofes Volk, doofe Politiker
4.7.
Battery Makers Warn EU That Lithium Proposal May Hurt EV Sector
https://www.bnnbloomberg.ca/battery-makers-warn-eu-that-lith…
...
Lithium and battery producers warned the European Union that a proposal to classify the metal as a reproductive toxin could severely hurt Europe’s burgeoning electric-vehicle industry.
The material is a key part of EV batteries and widely used in pharmaceuticals, industrial lubricants and specialty glasses. A proposal being considered by the European Commission this month would put some lithium chemicals in the highest category of reproductive and developmental toxins, based partly on human studies carried out in the 1980s and 1990s.
That may stigmatize use of the materials and cut investment in the EV sector, lobby groups including Eurobat, the International Lithium Association and Eurometaux said in an open letter to politicians. EVs play a crucial role in green efforts and automakers such as Elon Musk’s Tesla Inc. have warned that soaring materials prices and supply-chain bottlenecks threaten their rollout.
In the letter, the lobby groups raised concerns about the scientific rationale for the classification, which could lead to the chemicals being established as a “substance of very high concern” alongside severely carcinogenic and mutagenic toxins that the EU wants to gradually phase out by restricting usage.
That could undermine separate efforts to boost domestic production of lithium, which the commission designated as a critical raw material in 2020. The proposals refer to lithium carbonate, hydroxide and chloride.
“If the three lithium salts go down this path it could have significant unintended consequences in the EU, putting in question the long-term viability of lithium being produced, refined, used, and recycled” in the EU, International Lithium Association Secretary General Roland Chavasse said by email.
Categorizing the chemicals as reproductive and developmental toxins could impose higher costs on buyers and crimp producers’ margins, hindering the rationale for further investment in the industry, according to Francesco Gattiglio, director of external affairs for the EU at Albemarle Corp. The company is the world’s top lithium miner and operates a lithium chemicals plant in Langelsheim, Germany.
“While the impact to our specialty customers is unclear at this point, we do not anticipate closure of our Langelsheim plant,” Gattiglio said by email. “For sure, the classification would have a negative impact on the possibility to establish lithium conversion plants in Europe.”
(~) https://www.stuttgarter-zeitung.de/inhalt.karlsruher-energie…
(*) https://twitter.com/disclosetv/status/1543157094320308226
Und wer hätte das gedacht, daß der unsachgemäße Umgang mit Lithium-Salzen möglichweise gesundheitsschädlich sein könnte über einen längeren Zeitraum:
=> so gesehen könnte man Ende des Tages auch das Batterie-Recycling in der EU einen langsamen Tod sterben, von der Produktion aller Art ganz zu schweigen
Ist halt wie beim Erdgas: Fracking in den USA super und gleich mit Liefervertrag über 20 Jahre
(~) , Fracking in Niedersachsen/Deutschland (*) unter keinen Umständen:=> merke: doofes Volk, doofe Politiker
4.7.
Battery Makers Warn EU That Lithium Proposal May Hurt EV Sector
https://www.bnnbloomberg.ca/battery-makers-warn-eu-that-lith…
...
Lithium and battery producers warned the European Union that a proposal to classify the metal as a reproductive toxin could severely hurt Europe’s burgeoning electric-vehicle industry.
The material is a key part of EV batteries and widely used in pharmaceuticals, industrial lubricants and specialty glasses. A proposal being considered by the European Commission this month would put some lithium chemicals in the highest category of reproductive and developmental toxins, based partly on human studies carried out in the 1980s and 1990s.
That may stigmatize use of the materials and cut investment in the EV sector, lobby groups including Eurobat, the International Lithium Association and Eurometaux said in an open letter to politicians. EVs play a crucial role in green efforts and automakers such as Elon Musk’s Tesla Inc. have warned that soaring materials prices and supply-chain bottlenecks threaten their rollout.
In the letter, the lobby groups raised concerns about the scientific rationale for the classification, which could lead to the chemicals being established as a “substance of very high concern” alongside severely carcinogenic and mutagenic toxins that the EU wants to gradually phase out by restricting usage.
That could undermine separate efforts to boost domestic production of lithium, which the commission designated as a critical raw material in 2020. The proposals refer to lithium carbonate, hydroxide and chloride.
“If the three lithium salts go down this path it could have significant unintended consequences in the EU, putting in question the long-term viability of lithium being produced, refined, used, and recycled” in the EU, International Lithium Association Secretary General Roland Chavasse said by email.
Categorizing the chemicals as reproductive and developmental toxins could impose higher costs on buyers and crimp producers’ margins, hindering the rationale for further investment in the industry, according to Francesco Gattiglio, director of external affairs for the EU at Albemarle Corp. The company is the world’s top lithium miner and operates a lithium chemicals plant in Langelsheim, Germany.
“While the impact to our specialty customers is unclear at this point, we do not anticipate closure of our Langelsheim plant,” Gattiglio said by email. “For sure, the classification would have a negative impact on the possibility to establish lithium conversion plants in Europe.”
(~) https://www.stuttgarter-zeitung.de/inhalt.karlsruher-energie…
(*) https://twitter.com/disclosetv/status/1543157094320308226
Antwort auf Beitrag Nr.: 71.762.681 von faultcode am 12.06.22 15:34:1412.06.2022
Stopp! Retour!
4.7.
Tesla Hiring Again in Singapore Weeks After Country Head Leaves
https://www.bnnbloomberg.ca/tesla-hiring-again-in-singapore-…
...
Tesla Inc. is ramping up hiring in Singapore just weeks after it let go of the city-state’s country manager as part of a broader round of executive job cuts announced by Chief Executive Officer Elon Musk.
The US-headquartered electric carmaker is advertising for at least seven positions in Singapore on LinkedIn, including a marketing specialist to help with public relations and retail events on the island, a delivery operations specialist, a sales assistant and a project manager for a corporate social responsibility role.
Representatives from Tesla didn’t immediately respond to an email seeking comment.
The increase in headcount comes just weeks after Tesla let go of Singapore country manager Christopher Bousigues, who had been with the automaker for about a year. Bousigues took to social media to explain that his role had been “eliminated”. He didn’t give a specific reason but said his leaving was related to the staff reductions already flagged by Musk.
...
Zitat von faultcode: knallhart weggehauen; hier Singapur nach 13 Monaten:
...
Stopp! Retour!
4.7.
Tesla Hiring Again in Singapore Weeks After Country Head Leaves
https://www.bnnbloomberg.ca/tesla-hiring-again-in-singapore-…
...
Tesla Inc. is ramping up hiring in Singapore just weeks after it let go of the city-state’s country manager as part of a broader round of executive job cuts announced by Chief Executive Officer Elon Musk.
The US-headquartered electric carmaker is advertising for at least seven positions in Singapore on LinkedIn, including a marketing specialist to help with public relations and retail events on the island, a delivery operations specialist, a sales assistant and a project manager for a corporate social responsibility role.
Representatives from Tesla didn’t immediately respond to an email seeking comment.
The increase in headcount comes just weeks after Tesla let go of Singapore country manager Christopher Bousigues, who had been with the automaker for about a year. Bousigues took to social media to explain that his role had been “eliminated”. He didn’t give a specific reason but said his leaving was related to the staff reductions already flagged by Musk.
...
Antwort auf Beitrag Nr.: 71.908.423 von faultcode am 04.07.22 01:54:27
Da brauchte man aber nicht wie Value Dissenter Monate lang zu graben, um zu wissen, dass Teslas Fahrassistenzpaket unterdurchschnittlich ist im Vergleich zu anderen Autoherstellern.
Gekrönt wurde das Ganze in den letzten Jahren durch groteske Unfälle, wo Fahrer das Fahrassistenzsystem (Level 2) als "Autopiloten" mißbrauchten und einen Unfall bauten. Legendär die Crashs, wo Tesla Autos auf blinkende Polizeiautos losgingen ...
Zitat von faultcode: FSD:
https://twitter.com/ValueDissenter/status/154373195405444300…
Da brauchte man aber nicht wie Value Dissenter Monate lang zu graben, um zu wissen, dass Teslas Fahrassistenzpaket unterdurchschnittlich ist im Vergleich zu anderen Autoherstellern.
Gekrönt wurde das Ganze in den letzten Jahren durch groteske Unfälle, wo Fahrer das Fahrassistenzsystem (Level 2) als "Autopiloten" mißbrauchten und einen Unfall bauten. Legendär die Crashs, wo Tesla Autos auf blinkende Polizeiautos losgingen ...
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