Tuesday, December 04, 2018

Boy - they really underplayed that.

Tesla becomes collateral damage in the China-U.S. trade war.

Oddly this article doesn't even say how bad things were for Telsa in China last quarter. Rumor has it that they only sold a little less than 300 cars last quarter. I will try to find a link.

In other news - things apparently aren't going well for Telsa in Norway. This video is three months old, but I would hazard to say that very few of these cars have been fixed by now. But it did make me think that maybe a couple of these Tesla ghost lots are just cars waiting for repairs.

I know a guy who went to Amsterdam over the summer and he said ALL of the taxi's there were Teslas.

GM, Fiat, and Ford all down today. Tesla up. Makes sense. But I saw people yesterday saying Tesla didn't need those subsidies anymore. So - good luck with that.


  1. Why bother to buy tesla in China when they can do it cheaper, faster and have it supported there?
    Over 300 startups kicking down tesla's door.


  2. Interesting article. But we will see. I doubt very highly there are 300 car makers waiting in the wings. The market can barely support the ones that are already alive. Plus the Nio CTO just abruptly stepped down. So that's a tell. HERE

  3. True, but China is not overly concerned with intellectual property. That give them a leg up.
    Also, we are probably NOT going to subsidize tesla much longer.
    The money can be better spent doing other things.
    Half the cars on the road you could swap the brand to another and no one would notice.
    Drone SUV's.

    And what is up with those ugly box on wheel cars in those really nasty day glo colors?