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Tesla corporate advocacy

Discussion in 'Tesla' started by bwilson4web, Jan 18, 2022.

  1. bwilson4web

    bwilson4web BMW i3 and Model 3

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    This video explains how the 'moat' traditional ICE manufactures had became their swamp:

    • EV demand exceeds their expectations and planning
    • Selling EVs guts ICE products as a technology
    To meet the EV demand, traditional ICE makers must divert their capital to EV expansion and away from ICE. But that also means running into an EV supply-demand issue as they fight over the existing suppliers whom they do not manage. So their EV supply costs increase while deliveries lag.

    In contrast, Tesla is not burdened by existing ICE manufacturing. More importantly, Tesla plans their manufacturing back to the mine-head which the existing manufacturers have yet to master.

    Bob Wilson
     
    #1 bwilson4web, Jan 18, 2022
  2. mikefocke

    mikefocke Prius v Three 2012, Avalon 2011

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    Toyota has just announced that total global car production in February will fall 150k vehicles short of plan. That is about 20% globally.

    25k from North American plants.

    No specifics concerning which models will be hit how much..
     
    #2 mikefocke, Jan 18, 2022
    bwilson4web likes this.
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