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From: Eric10/3/2017 12:38:06 PM
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September Tesla sales in Norway

The numbers for Tesla are astounding. Almost 900 were registered in the last week of September alone

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From: Sr K10/3/2017 6:17:03 PM
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6:03 PM

MarketWatch

Tesla stock gains after Nomura initiates with Street-high $500 price target


More from SeekingAlpha:

Tesla started at Nomura with Street-high $500 price target
Oct. 3, 2017 6:22 PM ET| About: TSLA

Tesla (NASDAQ:TSLA) +0.9% after-hours after Nomura initiates coverage of the stock with a Buy rating and a Street-high $500 price target, vs. a consensus target of slightly more than $300.
  • Analyst Romit Shah forecasts "unprecedented" revenue gains for TSLA - $8B in 2016 to $58B in 2021 - and believes the company has "an insurmountable lead in vehicle range per dollar."
  • TSLA also benefits from a largely inferior competitive field which should drive growth at current levels and help it work through Model 3 production problems, Shah says, adding that he expects upwards of mid-to-high 20% gross margins by 2020.

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From: Eric10/4/2017 6:21:04 AM
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ENERGY STORAGE

Is Tesla’s Popularity Stretching the Company’s Battery Supplies Too Far?



Photo Credit: Jonathan Drake

High-profile battery deployments have made Tesla famous. But they’re also affecting the company’s supply chain.

by Jason Deign
October 03, 2017

A change in supply chain partners has fueled concerns that Tesla may be struggling to meet stationary energy-storage delivery commitments.

Last week, the Nikkei Asian Review reported that Tesla had turned to Samsung SDI, instead of its usual cell supplier Panasonic, to provide the batteries needed for its most high-profile project to date, a 100-megawatt, 129-megawatt-hour battery plant in South Australia.

“The decision to use Samsung SDI is a blow to Panasonic, which has its hands full with orders for electric-vehicle batteries,” said Nikkei Asian Review.

“To meet a self-imposed deadline of 100 days, Tesla turned to the South Korean company since it could swiftly supply the cells. Tesla is importing the cells to the U.S. for final assembly before sending them to Australia -- apparently taking the promotional benefits over profit," the article states.

Under a deal struck by Tesla boss Elon Musk, if Tesla does not complete the South Australian project within 100 days of the grid-connection agreement, then Australia gets it for free.

The clock officially began ticking on Friday, Sept. 29, when a grid connection agreement was inked with transmission company Electranet.

At the same time, Tesla seized upon a PR opportunity to pack what Bloomberg said were “hundreds” of batteries off to Puerto Rico in the wake of the devastation left by Hurricane Maria.

One aerial photo of the destruction showed a sign that said “SEND TESLA,” spelled out with the debris from a hurricane-smashed home.

Responding to these high-profile opportunities has undoubtedly helped Tesla further increase its standing as the most famous energy storage brand on earth. But it has also put intense pressure on Tesla’s supply chain, many experts believe.

The change in suppliers for the South Australian project “would point to a supply issue of some kind,” an Australian energy insider told GTM.

“If the [Tesla] Gigafactory is focused on the South Australia 100-megawatt battery [plant], that might have consequences for other products," the source said. "The feeling locally is that this would push the cost of the project up significantly.”

Some observers also believe a supply bottleneck might force Tesla to prioritize headline-grabbing project deliveries over other orders.

According to Tesla, orders are fulfilled on a first-come, first-served basis, and each customer is given an estimated delivery or installation time when they place their order. New Powerwall orders will not be fulfilled until the first quarter of next year, though.

And elsewhere there are signs that rank-and-file Powerwall customers are facing long delivery delays.

Speaking in a podcast with Australia’s RenewEconomy last month, Australian solar industry veteran Nigel Morris said: “There are a lot of people who have placed orders for Powerwall 2s. They aren’t available at the moment. There’s no stock coming into the country.”

“Due to limited shipments, Tesla is prioritizing deliveries to preferred partners and high-profile contracts and markets," said Ravi Manghani, energy storage director at GTM Research. "Tesla is really pushing to establish dominance in Australia, for instance.”

It may be doing so at the expense of other markets, he said. In the U.S., meanwhile, some solar installers have expressed concern that Tesla may face a conflict with independent channel partners after having taken over SolarCity.

“The Powerwall is a cool product. There is a lot of interest in it. But the fact that it’s being installed by SolarCity is a classic case of channel conflict," said Barry Cinnamon, CEO of San Francisco-based Spice Solar.

“It makes rational business sense [for Tesla] to divert inventory to their own installation company so they can make more revenue," he said.

Installers, including Spice Solar, which does not stock Powerwalls, owes Tesla a debt of gratitude for having popularized energy storage, he said. But, Cinnamon added: “I’m aware of a lot of contractors who signed up to sell it and a lot who are still waiting for equipment.”

Perhaps because of looming product shortages, Tesla appears to be raising the bar for independent contractors wanting to install its Powerwalls. Anecdotally, some installers claim to have been stonewalled by Tesla, forcing them to choose alternative battery suppliers.

Analysts were not able to confirm this. But Manghani has heard there are currently just "a handful" of certified electrical contractors that Tesla will allow to install these systems.

greentechmedia.com

--

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From: Eric10/4/2017 6:39:29 AM
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Tesla Supercharger Count Surpasses 1,000

14 hours ago by Mark Kane

20 Comments



Tesla Superchargers (source: Supercharge.info)

1,000 and still growing at a rapid rate. The Tesla Supercharger network has reached a milestone of 1,000 stations installed around the world since late 2012, when the first few were opened in California.


Tesla’s new Urban Supercharger

Supercharge.info, a site that tracks all of the Tesla Superchargers, lists the following data:
  • 449 stations in North America (416 in U.S.)
  • 345 in Europe & Middle East
  • 205 in Asia/Australia
The total number of charging stalls is 6,926, while the largest Supercharger under construction will have 50 stalls and it’s located in Shanghai, China.

In addition to expanding the network, Tesla is introducing a new type of Supercharger rated at 72 kW too.

Hat tip to Mark Hovis!


Tesla Superchargers – North America



Tesla Superchargers – Europe & Middle East



Tesla Superchargers – Asia

insideevs.com

Source: Supercharge.info

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From: MorganBucks10/4/2017 11:45:21 AM
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Volkswagen, Volvo & Mercedes Hasten Electric Car Activity ,GM throws in the towel — Tesla Wins 5 year technology and cost lead, shows the way changing the world. 500 soon.

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From: Eric10/4/2017 1:48:41 PM
1 Recommendation   of 2216
 
Tesla Has Delivered More Than 250,000 EVs, ~55% In The U.S.

1 hour ago by Mark Kane

5 Comments


Tesla Model S/X/3 Deliveries (quarterly) – through September 2017

Tesla recently closed the books on the third quarter of 2017, which turned out to be the best result in its history.

However, the result was considered as a miss of sorts, as those gains weren’t aided in a significant way by the new Model 3; production of the inexpensive EV finished Q3 at just 260 units (as opposed to the ~1,630+ forecast by the CEO a couple months ago).


Tesla Model S

During the quarter, Tesla estimated it delivered 26,150 EVs; which although being a new record level, was just 4.5% better than a year ago.

If one notes the deliveries on the chart (above), it is easy to spot Q3 as the lowest year-over-year gain for the company since the Model S’ introduction in 2012.

As noted, the main problem was the reliance on the Tesla Model 3 to take growth forward (as the Model S and X are clearly nearing their peak sales potential). The company did note some “production bottlenecks” during the quarter, slowing down results.
“Model 3 production was less than anticipated due to production bottlenecks. Although the vast majority of manufacturing subsystems at both our California car plant and our Nevada Gigafactory are able to operate at high rate, a handful have taken longer to activate than expected.”
Production and sales results from now on should grow significantly for subsequent quarters, as the scale of the Model 3 is expected to be at least few times higher than S and X combined – up to a run-rate of 5,000 per week by year’s end.


Tesla Model 3 was held back by a “manufacturing bottleneck” in Q3

Of the production issues that plagued the model recently, Tesla says they have it under control…more or less.
“It is important to emphasize that there are no fundamental issues with the Model 3 production or supply chain. We understand what needs to be fixed and we are confident of addressing the manufacturing bottleneck issues in the near-term.”
With 26,150 Model S, Model X and Model 3 (220 total) sales in Q3, Tesla also crossed the all-time mark of 250,000 total deliveries during the quarter – nearly 257,000 without counting the 2,500 Roadsters.

With 100,000 deliveries forecast by the company for 2017, the milestone of 300,000 should be achieved in Q1’2018.

According to our reports, the bulk of Tesla sales have been in the US (both since 2012 and in Q3’2017) – at more than 55% of the total, or ~144,664 deliveries (excluding Roadsters).

This is an important number for US consumers, as the $7,500 federal credit begins to sunset 3-6 months after EV #200,000 is delivered in the US; which at this point looks like Q1 of 2018 – meaning that the $7,500 credit will drop to $3,750 on July 1st, 2018 (through the end of the year).


Tesla Model S/X/3 Deliveries (quarterly) – September 2017 (InsideEVs estimations)

And here is the cumulative results of combined Tesla Model S/X/3 sales worldwide:
  • North America: >153,500 (~8,500 Canada)
  • outside North America: >104,000
  • Total: ˜257,000


Tesla Model S/X/3 Deliveries (cumulative, data points by quarter) – September 2017 (InsideEVs estimations)

insideevs.com

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From: Eric10/4/2017 2:42:55 PM
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Morgan Stanley Predicts 10 Million Tesla Vehicles On The Road In 10 Years

3 hours ago by Steven Loveday

12 Comments


Tesla Model 3

It seems Morgan Stanley gets more bullish regarding Tesla on a daily basis.

This may come as no surprise to some since the electric automaker’s stock has risen a whopping 63 percent thus far this year. Morgan Stanley analyst, Adam Jonas, has gone so far as to say that there could be some 32 million Tesla vehicles on the road globally by 2040.

At this point, it’s still somewhat rare for most people to see a Tesla on their daily drive. This is especially true if they live outside of areas like California or other CARB states, or major foreign markets like Norway.

If Jonas is even close to correct with his recent estimates, the company is soon to become a household name.


Image Credit: Morgan Stanley Research via Bloomberg

According to Bloomberg, Adam Jonas, head of automotive research at Morgan Stanley, wrote in a note to clients:
“With the launch of the Model 3, we forecast the Tesla car population to multiply three times by the end of 2019. It has been generations since the investment community witnessed such a high growth rate in the population of a single auto firm.”
https://insideevs.com/morgan-stanley-predicts-10-million-tesla-vehicles-10-years/

Source: Bloomberg

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From: hollyhunter10/4/2017 7:20:25 PM
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Chart is going positive for the next leg up. Long over 389.61,


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From: Savant10/4/2017 8:08:37 PM
1 Recommendation   of 2216
 

RT>> https://electrek.co/2017/10/04/toshiba-new-electric-car-battery-range-charging/

200 mile range added in 6 min of charging

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From: Savant10/4/2017 9:43:22 PM
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RT Senate committee https://qz.com/1094420/us-senate-committee-oks-self-driving-cars-with-no-steering-wheels/

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