On 5/13/2024 4:25 PM, Mark Hanson via EV wrote:
Hi Folks There’s quite a few manufactures selling EVs now as noted in the Consumer Reports New Car Reviews April 2024 issue 46 now. Some manufacturers have multiple EVs for sale like Volvo, Kia, Hyundai, Ford etc. Last month Elon was complaining about reduced sales - blaming everything else besides ye old competition (probably for political reasons).
Note the total quantities of the EV's sold by all the other manufacturers. Each of them is TINY relative to Tesla. (GM's EV sales have been going down steadily.) Note that I'm mostly talking about non-China sales, as BYD is doing pretty good in China.
Yes, sales a down a bit - but Tesla still seems to be selling all they can make. Part of the reduced sales in the last quarter were due to factory down time, and parts delays due to the shipping mess near Israel.
One thing to look at is the "Days of Supply" for all the car makers. Most of the legacy brands have been dumping stock at their dealerships - since that counts as a "sale".
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