Tesla Faces Accelerating Rate of Model 3 Refunds

Re:Tesla Faces Accelerating Rate of Model 3 Refunds by mcot2 on Monday June 04, 2018 @04:39PM (#17232175)

They announced in the Q4 earnings that the target for 5k/week is the end of Q2 (End of June). They reiterated that they are on track for this in the Q1 earnings call. The Bloomberg tracker is accurate but it usually lags by a few weeks and the production has been volitale over the last several weeks as they had two planned retooling stopages in May.

They also won’t admit it publically but all indications are that they are approaching 200,000 total sales in the U.S. which triggers the phase out of the federal tax rebates. It’s a little complicated but this may mean they build cars in Q2 but push some deliveries to early Q3 and also deliver more to Canada. Both of these will affect the tracker as well.

All in all we are likely to see bursts of extrapolated 5k/week in late Q2 and steady 5k/week in early Q3. Don’t be surprised if it’s 4k or even 6k though :).

http://files.shareholder.com/downloads/ABEA-4CW8X0/629549478...

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by digikata on Monday June 04, 2018 @07:08PM (#17233454)

Accelerating deliveries could be correlated with accelerating refunds. The faster Tesla chews through the deliveries, the faster it will encounter people on the wait list who hit a decision point of pulling the trigger on a Tesla 3 or not.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by yumraj on Monday June 04, 2018 @08:58PM (#17234107)

You don't have to buy when your number comes, you can decide to wait.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by rickycook on Monday June 04, 2018 @09:22PM (#17234210)

but it’s still a prompt to action something that you decided “why not” for a year ago

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by akmarinov on Monday June 04, 2018 @05:11PM (#17232495)

> and also deliver more to Canada.

Just send some to Europe already, please.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by martin_bech on Monday June 04, 2018 @06:45PM (#17233317)

That will require different headlights, different onboard charging, different software etc. Shipping some cars, north of the border is much, much easier.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by greglindahl on Tuesday June 05, 2018 @12:43AM (#17235050)

Different onboard charging, what? So far only China gets a different onboard charging interface from Tesla.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by martin_bech on Tuesday June 05, 2018 @02:20AM (#17235385)

In Europe type 2 is the standard EV connector, and the cars can charge on 3 phases, when charging from AC.

Fun Fact, first and second generation European Model S, dont have autoclosing charge ports, because the cargeport is bigger.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by greglindahl on Tuesday June 05, 2018 @03:04AM (#17235527)

OIC. So just like China, Europe forced Tesla to not ship an external adapter, but to build it into the car.

BTW, the initial US Model S didn't have an auto-closing port. That was only added after the "snake" video was published.

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Re:Tesla Faces Accelerating Rate of Model 3 Refunds by martin_bech on Tuesday June 05, 2018 @05:48AM (#17236194)

Yes i know.. i have a euro spec 85D which is missing the auto-closing port. While its a feature on the US cars.

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