Tesla Model 3 = #1 in France!

Credit to Author: Jose Pontes| Date: Thu, 15 Apr 2021 21:01:18 +0000

In a red hot market in which fully electric vehicles (BEVs) jumped 183% year over year (YoY) and plugin hybrids (PHEVs) shot up 6-fold in March, plugin sales had their second best month ever in France. In total, 29,737 plugin vehicles were registered, allowing the plugin share to reach 16% last month (8.5% BEV). That […]

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Analysis of My Tesla Financial Model on GitHub

Credit to Author: Vijay Govindan| Date: Tue, 13 Apr 2021 19:10:26 +0000

Yesterday, I got some good feedback on my post about releasing a Tesla Financial Model on GitHub*. It occurred to me an analysis of my Tesla financial model would be useful. I can’t expect everyone to download it. I was able to work and create a simple macro that copied and pasted the Monte Carlo […]

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Tesla Model 3 & Volkswagen ID.4 Shine in the Netherlands in March

Credit to Author: Jose Pontes| Date: Mon, 12 Apr 2021 15:46:22 +0000

The Dutch plugin vehicle (PEV) market dropped 4% in March, to 4,834 plugin registrations, but that result wasn’t all that bad considering that the overall market fell even more (-18% YoY). Last month’s PEV share was at 20% (9% BEV), pushing the year-to-date PEV share to 15% (5.6% BEV), which is still significantly down from […]

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First Crack At Releasing A Tesla Financial Model On Git

Credit to Author: Vijay Govindan| Date: Sun, 11 Apr 2021 22:08:23 +0000

Based on the analysis I did of ARK Invest’s Tesla bull and bear cases, here and here, I decided to create my own financial model for Tesla growth. Tesla has a lot of moving parts, and Elon has famously said Tesla is made up of more than a dozen startups. In true agile fashion, I […]

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Tesla Model 3 Tops EV Market in Sweden, Spain, & Denmark in 1st Quarter; Nissan LEAF #1 in Ireland

Credit to Author: Zachary Shahan| Date: Wed, 07 Apr 2021 03:50:17 +0000

Sales numbers are in for electric vehicles in Sweden, Spain, Denmark, and Ireland for the month of March, and thus for the first quarter as a whole. The overall takeaway is clear: the Tesla Model 3 won. Though, surprisingly, a different model took the top spot in Ireland, and it was the old-schooler Nissan LEAF! […]

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Charts & Graphs: US Electric Vehicle Deliveries By Quarter (2018–2021)

Credit to Author: Zachary Shahan| Date: Tue, 06 Apr 2021 12:43:46 +0000

Talking or writing about electric vehicles, we typically try to keep context in mind and add useful context whenever possible. One thing specifically that I often feel compelled to explain, because of how important it is for market context, is that Tesla is in a league of its own in the United States (and, to […]

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The Ladder Ford, GM, & Audi Have To Climb If They Want To Get The Props Tesla Gets — US EV Sales Report

Credit to Author: Zachary Shahan| Date: Sat, 03 Apr 2021 23:23:49 +0000

We’ve gotten some great electric vehicle news this week in the United States — the Chevy Bolt EV had a record 1st quarter, the Audi e-tron had a record quarter, the Ford Mustang Mach-E arrived with a bang, and US-based EV giant Tesla had a record quarter. As I’ve been covering in the past couple […]

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Sweden Hits 37% Plugin Share In March, New Policy Boost For Full Electrics

Credit to Author: Dr. Maximilian Holland| Date: Fri, 02 Apr 2021 14:20:28 +0000

Sweden saw a plugin electric vehicle market share of 37% in March 2021, up from 27.2% in March 2020. Plugin hybrids gained share from a last minute pull-forward in March, ahead of a policy change from April 1st which now more strongly favours full electric vehicles, and further penalizes carbon emissions. The combined plugin result […]

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France Hits 16.1% Plugin Share, Tesla Model 3 At Record 4,524 Sales

Credit to Author: Dr. Maximilian Holland| Date: Thu, 01 Apr 2021 11:50:08 +0000

France, Europe’s second largest auto market, saw plugin electric vehicle market share hit 16.1% market share in March, and a 14% cumulative share for the first quarter. With a surge of deliveries shipped from its Shanghai Gigafactory, Tesla registered 4,524 Model 3 sales in March, by far its highest ever monthly total in France. Overall […]

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Diving Into ARK Invest’s Bear Case On Tesla [TSLA]

Credit to Author: Vijay Govindan| Date: Thu, 01 Apr 2021 03:40:40 +0000

I got a few requests from my last post to do a deeper dive into ARK’s Tesla bear case after providing my thoughts on its bull case. Breakdown of the Model’s Assumptions One of our readers, Pitounet, pointed out that ARK has hosted its model on Git. This has a lot more information on ARK’s […]

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