Big ? For me is where is all the lithium gonna come from and not get gouged due to high demand? Can't start a mine overnight.. And is the one thing in supply chain tesla doesn't totally control..
Probably just invade the Congo soon. Big lithium/cobalt center.
China has a lot. Nevada has a lot for North America.
I've also read there are deep sea extraction methods that are progressing.
How are the oil demand projections so high for the next 15 years if this really takes off?
Seems Saudia Arabia is preparing for the day of no oil. About to unless the largest IPO in the history of the world putting up a portion of its oil
For the foreseeable future tesla main clientele will obviously continue to be very wealthy people trying to look cool and be environmentally friendly etc...
eventually the car industry as whole will break through to mainstream but not likely anytime soon when who knows .. In the end it probably depends on government non free market decisions.. Carbon emissions curbs.. Heavy tax on oil? And all the wildness in the volatile oil market.. Etc etc..
Those "cool" days could be long gone starting 2017 when Model 3 rolling out. For years owning a Tesla is like dating a hot chic in town despite there are many unresolved issues w/ prev Tesla models. Musk cult members are willing to turn a blind eye on those issues because Tesla is still a "special" chic. It will be a different story for lower-end quality vehicles for lower-income population. The people who buy a Tesla and they expect it to be a Toyota Camry or Honda Accord, tax credit phasing out, Tesla production capacity and suppliers problem....etc....those chronic issues will resurface as soon as Musk stop updating Model 3 order tally on twitter.
35k and up is not lower end... Increasingly poor middle class and below will continue to drive around old cheap gas guzzlers for a long time going forward... Assuming no more 4 dollar gas days I guess.. And oil will still reign globally for a long time as well this just the beginning/one tiny step of the process to ween ourselves as a species off hydrocarbons..
now upper end of middle class can join in at this price point should they choose so.. Vs the uber elite before..
havent really heard of any major issues with previous models as far as performance... Been Production issues delays etc..
will be interesting to see if they can produce at a decent clip and also not lose their asses at this price point... Chances are there will be many bumps on the road along the way as they try to roll this out no doubt.. I definitely would not be long tesla at current prices.. That said people are gonna be way more about getting a model 3 vs a bolt at same price point.. Unless gm does a clearly better job on the performance
35k and up is not lower end... Increasingly poor middle class and below will continue to drive around old cheap gas guzzlers for a long time going forward... Assuming no more 4 dollar gas days I guess.. And oil will still reign globally for a long time as well this just the beginning/one tiny step of the process to ween ourselves as a species off hydrocarbons..
now upper end of middle class can join in at this price point should they choose so.. Vs the uber elite before..
havent really heard of any major issues with previous models as far as performance... Been Production issues delays etc..
will be interesting to see if they can produce at a decent clip and also not lose their asses at this price point... Chances are there will be many bumps on the road along the way as they try to roll this out no doubt.. I definitely would not be long tesla at current prices.. That said people are gonna be way more about getting a model 3 vs a bolt at same price point.. Unless gm does a clearly better job on the performance
I don't think model 3 gonna hurt the brand.
Company reminds me a lot of apple during the Steve Jobs days.
They're banking on $7.5K Fed tax credit - major selling point of Musk but a lot of them is not aware that the credit is capped at 200K vehicles per manufacturer. GM & Nissan is half way to the credit limitation, each company has sold approx 100K EV, Toyota & Tesla is selling less, est 50K - 60K each respectively. Assuming people who reserved Models 3 will follow through with their orders, half of them will be locked out of max Fed tax credit and they wouldn't know that until they got the adjustment letter from the IRS - you're not eligible for the credit because it's phased out, sorry. Oops! $35K and add-on options, title fee, sales tax...etc....the final bill could end up hitting $50K/vehicle. They thought they would have a good deal - maybe not.