Re: [EVDL] Tesla slashes its car prices as much as 20% to prop up sagging sales, where?s the $30K EV? A Chevy Bolt?

[(-Phil-) via EV]

Tesla would likely use LFP cells in a low-cost model, which would be much
easier to source.   I posit they could if they wanted to, but by waiting
they will be able to make it cheaper.  I think they are trying to get the
Cybertruck out ASAP.

On Fri, Jan 20, 2023 at 4:33 PM John Lussmyer via EV 
wrote:

> On 1/20/2023 3:54 PM, Lee Hart via EV wrote:
> > But I can certainly see some other automaker recognizing the need; and
> > they may be working right now to make the next "peoples-car" to fill it.
>
> The only problem with that is the all the Legacy car makers:
>
> a) Have LOTS of debt
>
> b) use old manufacturing techniques that cost more when building cars.
> It's unclear if ANY of the Legacy maker EV's are even breaking even
> right now.
>
> I'd bet that a low-end Tesla will come out before any of the Legacy
> makers come up with one that is reasonable.
>
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Re: [EVDL] Tesla slashes its car prices as much as 20% to prop up sagging sales, where?s the $30K EV? A Chevy Bolt?

[John Lussmyer via EV]

On 1/20/2023 3:54 PM, Lee Hart via EV wrote:
But I can certainly see some other automaker recognizing the need; and 
they may be working right now to make the next "peoples-car" to fill it.


The only problem with that is the all the Legacy car makers:

a) Have LOTS of debt

b) use old manufacturing techniques that cost more when building cars.  
It's unclear if ANY of the Legacy maker EV's are even breaking even 
right now.


I'd bet that a low-end Tesla will come out before any of the Legacy 
makers come up with one that is reasonable.


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Re: [EVDL] Tesla slashes its car prices as much as 20% to prop up sagging sales, where?s the $30K EV? A Chevy Bolt?

[Lee Hart via EV]

Lawrence Rhodes via EV wrote:

I keep hearing that Tesla might introduce a smaller, cheaper EV.  That would
open up EVs to a wider range of drivers, but would also cut into their
profits.


I continue to wonder why a smaller cheaper car would mean lower profits. 
It seems like there are endless examples of cars (and many other 
products) where profits *increased* when cheaper versions were produced 
in higher volumes.


A smaller car uses less materials, so can be cheaper to produce.

Vast numbers of people just need basic transportation; they don't want 
(and can't afford) high-end stereos, NAV systems, heated seats, supercar 
performance, fancy wheels, etc. It's an under-served market.


Tesla may not be the right company to deliver on this. Right now, they 
are capacity limited; so they may as well sell the cars they can build 
for as high a price as possible. Their market is mainly up-scale luxury 
performance vehicles.


But I can certainly see some other automaker recognizing the need; and 
they may be working right now to make the next "peoples-car" to fill it.


Lee

--
The reasonable man adapts himself to the world. The unreasonable man
persists in trying to adapt the world to himself. Therefore all
progress depends on the unreasonable man. -- George Bernard Shaw
--
Lee Hart, 814 8th Ave N, Sartell MN 56377, www.sunrise-ev.com

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Re: [EVDL] Tesla slashes its car prices as much as 20% to prop up sagging sales, where?s the $30K EV? A Chevy Bolt?

[John Lussmyer via EV]

On 1/20/2023 11:11 AM, Lawrence Rhodes via EV wrote:
If you look at history you will see selling a lot at low prices works. 
At least it did for Henry Ford. Don't forget,Tesla controls a lot of 
battery manufacturing. The have the batteries. Everyone else doesn't. 
Their cars are efficient and need less batteries. Do the math. 
Lawrence Rhodes 



And if you've been following Tesla news, up until recently Tesla was 
battery constrained.  They were using all the batteries they could get 
or build.
The only thing a cheaper Tesla would have done during that time would be 
to reduce profit - which they've been plowing back into making more 
batteries.
Now that they are getting enough batteries, a cheaper Tesla is far more 
likely - and they've been discussing it again.



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Re: [EVDL] Tesla slashes its car prices as much as 20% to prop up sagging sales, where?s the $30K EV? A Chevy Bolt?

[Lawrence Rhodes via EV]

Message: 1
Date: Wed, 18 Jan 2023 22:15:39 +0100
From: "EV List Lackey"  : wrote:



I keep hearing that Tesla might introduce a smaller, cheaper EV.  That would
open up EVs to a wider range of drivers, but would also cut into their
profits.  It'll be interesting to see which of those is more important to
them, or rather to Musk.

> And those other EV's aren't being produced in enough volume to be much
> competition either. 

>No offense, but that strikes me as a rather US-centric statement.  I assure
>you that in Europe, the traditional automakers are serious about building
>and selling EVs - in Europe.

>They seem less concerned about the US, probably because they need all they
>can make for the EU.  Another possible reason is that they foresee likely
>future US political trends that will favor ICEVs and disfavor EVs. 

>David Roden, EVDL moderator & general lackey

If you look at history you will see selling a lot at low prices works. At least 
it did for Henry Ford. Don't forget,Tesla controls a lot of battery 
manufacturing. The have the batteries. Everyone else doesn't. Their cars are 
efficient and need less batteries. Do the math. Lawrence Rhodes 
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Re: [EVDL] Tesla slashes its car prices as much as 20% to prop up sagging sales, where?s the $30K EV? A Chevy Bolt?

[Lawrence Rhodes via EV]

 Tesla is reducing prices to crush the competition. The competition which is 
inferior and slightly less in price. In my opinion mostly bad choices. VW ID4 
is the prime example. Software bugs and inferior performance. EUV and Bolt are 
much better. Tesla is still making money on the reduced price vehicles. Ford 
seems to be making money. GM not so sure. All the rest may be bankrupt. 
Lawrence Rhodes 
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