The gigafactory doubles global production. That should do it, but they are building more.
On Sat, Oct 27, 2018 at 2:58 PM Mark Abramowitz <[email protected]> wrote: > I agree on everything except on the characterization of Tesla as > preeminent battery supplier. What about BYD? Others? > > - Mark > > Sent from my Fuel Cell powered iPhone > > > On Oct 27, 2018, at 7:22 AM, Michael Ross via EV <[email protected]> > wrote: > > > > In the grand schema Tesla is just a tiny contributor to the global > > population of autos. Every thing the established manufacturers do to lag > > them will benefit them. I think it is all good for Tesla if they have > less > > pressure. > > > > Don't forget that Tesla is more or less the preeminent battery supplier. > > Tesla will eventually benefit a great deal on the battery sales front, > but > > they can't keep up with their own demand yet, let alone the auto industry > > as a whole. > > > > All in all, EV manufacturing is still NOT a zero sum game. It is not > > engraved in stone that Tesla will survive when the ministry as a whole > > decides to go all in. But Tesla is doing far better at scratching out a > > place for itself than was predictable. Tesla is very disruptive, but > still > > squash-able. I am very grateful for their pushing the tech forward and > > making EVs interesting. I hope they don't get squashed before EVs are > well > > established. > > > >> On Fri, Oct 26, 2018 at 10:54 PM paul dove via EV <[email protected]> > wrote: > >> > >> They want to have lower emission standards on their trucks and SUVs so > it > >> will lower the cost and increase profits to supplement their electric > >> vehicle programs. Same thing as a bailout. What does that do to > companies > >> like Tesla. > >> > >> Sent from my iPhone > >> > >>> On Oct 26, 2018, at 10:42 AM, Mark Abramowitz <[email protected]> > >> wrote: > >>> > >>> I appreciate the cynicism, but I find no evidence of that. > >>> > >>> That article is old, but I suspect that the data still applies. It says > >> nothing about a government bailout. > >>> > >>> So they are losing money on the Bolt. The Prius lost money for 10 > years, > >> but is Toyota’s most popular car. These folks are in it for the long > game, > >> and have been investing in both types of EVs. > >>> > >>> - Mark > > -- Michael E. Ross (919) 585-6737 Land (919) 901-2805 Cell and Text (919) 576-0824 <https://www.google.com/voice/b/0?pli=1#phones> Tablet, Google Phone and Text -------------- next part -------------- An HTML attachment was scrubbed... URL: <http://lists.evdl.org/private.cgi/ev-evdl.org/attachments/20181027/ebdd5ec9/attachment.html> _______________________________________________ UNSUBSCRIBE: http://www.evdl.org/help/index.html#usub http://lists.evdl.org/listinfo.cgi/ev-evdl.org Please discuss EV drag racing at NEDRA (http://groups.yahoo.com/group/NEDRA)
