GM to out-Tesla Tesla

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October 25th, 2021 at 7:10:47 AM permalink
DRich
Member since: Oct 24, 2012
Threads: 51
Posts: 4968
i just heard this morning that Hertz is ordering 100,000 Teslas
At my age a Life In Prison sentence is not much of a detrrent.
October 25th, 2021 at 11:37:19 AM permalink
Pacomartin
Member since: Oct 24, 2012
Threads: 1068
Posts: 12569
Quote: DRich
i just heard this morning that Hertz is ordering 100,000 Teslas


The cars will be delivered over the next 14 months, with Tesla Model 3 sedans set to be available for rental in the US and Europe. In addition to providing a way for potential owners to try out the cars, the eventual resale will give a boost to the used market.

Presumably a different rental company will ink a similar deal for Chevy Bolts.

In the first 9 months of 2021 General Motors delivered in the US
605,575 Chevy Silverado and GMC 1500s (twin pickup trucks)
1,171,901 Other vehicles out of which 151,010 are Buicks and 95,925 are Cadillacs.

Average Transaction Price in September 2021
$53,241 General Motors (Buick, Cadillac, Chevrolet, GMC)
$55,085 Tesla

Teslas Fremont factory produced over 430,000 vehicles in the last four quarters (ending 1 October 2021) and the executives believe that they can eventually ramp up to 600,000 from this factory. In addition the Austin factory begins production. Many of the exports will be manufactured in the Berlin and Shanghai factory.

It is believed that the location of a 5th Tesla factory will be announced before New Year's Eve. It could be literally anywhere.

I think that Tesla believes they can sell over a million vehicles annually in the US within five years.
October 29th, 2021 at 3:53:45 PM permalink
Pacomartin
Member since: Oct 24, 2012
Threads: 1068
Posts: 12569
The EPA released a report where they counted the BEVs, PHEVs, and FCEVs sold in 2019 in the US. What strikes you immediately is how small the numbers are for 2019 out of roughly 17 million vehicles sold, and how lofty the goal are for the next 14 years.

194,709 BEVs - Battery electric vehicles including Tesla 125,538
69,171 BEVs - Battery electric vehicles other than Tesla
80,552 PHEVs - Plug in hybrid electric vehicles
2,272 FCEVs - Fuel Cell electric vehicles

The PHEVs distributed by manufacturer were as follows
15,571 BMW
10,628 Toyota (zero BEVs)
9,846 Ford (zero BEVs)
7,221 Honda
5,781 Hyundai
5,712 Mercedes
5,573 Kia
5,516 GM
4,049 Volvo (zero BEVs)
3,484 FCA
2,547 Subaru (zero BEVs)
2,405 VW
2,185 Mitsubishi (zero BEVs)
34 Jaguar/LR
It's interesting that some companies that produced zero BEVs in 2019 like Volvo and Mitsubushi and Ford are setting massive goals for BEVs less than two years later.
Although Toyota and Subaru produced no BEVs at all, they are setting much more modest goals for BEV production for the next decade.


Two out of three EVs sold that year were by Tesla. So leavingTesla sales out, there were fewer BEVs sold 69,171 than PHEVs 80,552.
21,361 GM
16,035 Nissan (zero PHEVs)
15,968 VW
5,629 Hyundai
4,267 Kia
3,004 Jaguar/LR
1,557 BMW
522 Honda
434 FCA
394 Mercedes

Lastly the Fuel Cell Evs produced in 2019
1,711 Toyota
337 Honda
224 Hyundai
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