Sold out: why Australia doesn’t have enough electric vehicles to go around

[Franco Cozzo]

Originally Posted by FTE217

Ah ok very interesting, a honour system that has always been abused......


Sold out thread title, they are BTO no, they never worked the way of the typical OE even though covid has changed supply so much nowadays.
Just as a matter of interest re T units sold.
I expect Kypez will say otherwise for I mentioned this before in another thread sometime ago, the Aftermarket Industry I'm in use's this software sourcing SKU#'s (spare parts) by Vin # or by Rego # to supply to the Trade and Retail......
https://autoinfo.com.au/wp/oscarcatalogue/
It relys on the monthly Gov data from RMS's etcetc....
Are they suspect figures ? I would expect not unlike the VFACTs "honour" process.
Most companies in the game use this software daily, aid for sales and data use.

I got one of my staff to do a blanket Tesla VIO check (Vehicles In Operation) in other words, registered vehicles.
He looked up incl NZ might I add.

So combined
Model 3 < by far the largest numbers
Model S
Model X
Roadster

Incl NZ Total rego's = 27,542 Teslas registered.
Australia is at 22,268 regoed NZ 5,274 regoed.
This figure prob hasn't updated the March units ?? still no big deal.

Tesla combined market share Aus/NZ 0.151%
Matter of interest VIO's of all hatchbacks/sedans/SUV's incl NZ = 18M,254,673.000
That 18M+ doesn't even incl Dual Cabs other type of commercials etcetc might I add
I asked just for general fred daly day to day transport.

Read into it what you like.

Was waiting on someone to do VOR data from Autoinfo or PartsDB

[JasonACT]

I'm thinking... Gone are the days when they'll have unordered/unsold cars at dealers, where you can make a deal, rather than pay the (possibly inflated) full price.

I hope I'm wrong. But we're going to have to average out the numbers here, and wait, before pointing any fingers I guess.

[Dr Smith]

Maybe we need to find a way of counting the number of vehicles a dealership actually hands over to a real buyer…as in gets the keys and drives out only to return for first service or a warranty job

[jgmdat]

Is now a good time to mention how boring and ugly Tesla interiors are?

[jpd80]

I’m beginning to think that a of late, all vehicle importers are the same as Tesla in that they have very little dealer stock and most of the ships arrive with already sold vehicles. It’s only for the fact of regular monthly shipping deliveries that all the non-Tesla brands have consistently monthly reporting. Tesla clearly needs to book more ships to reduce its wait times.

Heard a nasty rumour that either Q4 or Q1 2023, Tesla revenue is expected to equal or surpass Ford, that is a huge effort if it happens. The irony of that is Tesla is making almost all of its revenue and profits off the compact car and SUV segments where Ford and GM don’t seem to make much profit, so this looks to be taking profit more from German premium brands and the likes of Acura and Lexus?

[kypez]

Originally Posted by jpd80

I’m beginning to think that a of late, all vehicle importers are the same as Tesla in that they have very little dealer stock
and most of the ships arrive with already sold vehicles. It’s only for the fact of regular monthly shipping deliveries
that al the non-Tesla brands have consistently monthly reporting. Tesla clearly needs to book more ships to reduce its wait times.

Heard a nasty rumour that either Q4 or Q1 2023, Tesla revenue is expected to equal or surpass Ford, that is a huge effort if it happens.
The irony of that is Tesla is making almost all of its revenue and profits off the compact car and SUV segments where Ford and GM don’t
seem to make much profit, so this looks to be taking profit more from German premium brands and the likes of Acura and Lexus?

Yeah. But you see, people don't want Electric cars! Ford and the others have to balance their interests (think dealers) which Tesla just don't need to.

Everyone said, Wait till the Euros arrive. Well, they did. And they couldn't build at the same price point. Heck, Tesla are flogging them in their home ground. Giga Berlin will be a game changer for supply.

So either there are millions and millions of fanboi's as people claim... or just maybe, they have a decent product that is exactly what a lot of the market is looking for at this moment.

[jpd80]

Actually, we know that some small amount orders fall over, they either become dealer inventory or
get offered to people waiting in line who want a similar vehicle that hasn’t been built yet.

Either way you slice it, whenever you have more buyers than available vehicles, there’s no discounting
and a fairly long ordering line. Manufacturers know that if you keep buyers hungry, they pay full price.

[ozrunner]

You just can't help yourself and have to always resort to pathetic innuendo's to dodge a question or admit you're on shaky ground. Well remember you've set the goalposts

You take the article as 100% gospel...

Yep a lot more than your tripe and it made sense as Tesla shops are not franchised.

......... They have orders for the next 8 months. Of course they'll all be orders being shipped. They can't meet demand.

So by definition obviously this demand was not able to be met from the inventory. Thus, you are confirming some future Tesla monthly sales will have to be noted as zero unless a few sales are cancelled and subsequently met from a small inventory or by some miracle 8 monthly ships arrive. You can't dodge it. But I'm betting Tesla will come up with some BS.

Makes sense to only ship when the ship is full. Do other mass manufacturers set sail without a full load?

What would you think Einstein. But this is about Tesla sales no one else as the others operate a franchise business model. Do you need assistance with comprehension.

[kypez]

Ok... Of course there might be zero months. I literally said that and so have others. Doesn't change the March number. Literally mentioned that Jan and Feb only generated 1320 sales combined.

Your claim that if you can't have cars every month, then any month total doesn't count is absurd as has been noted by others here.

You're probably headed for a holiday from the forum anyway.

Sent from my Pixel 5 using Tapatalk

[ozrunner]

Originally Posted by kypez

Ok.....................Your claim that if you can't have cars every month, then any month total doesn't count is absurd as has been noted by others here.

And there we have it. Post a furphy to avoid the heat. Show me where I said that ?

You're probably headed for a holiday from the forum anyway.

You're pathetic and now trying to influence the Mods.

[zilo]

Should be a flood of cheaper electric vehicles soon, so far only the chinese have been using LiFep04 in their cars (they have a disregard for patents...LOL)...but this will change this year as the patent rights expire in 2022.

The company that has had the patent on LiFeP04 chemistry and has never used it apart from royalties?

BASF


A big benefit is it doesn't catch on fire...well not nearly as much...

[b0son]

Originally Posted by zilo

Should be a flood of cheaper electric vehicles soon, so far only the chinese have been using LiFep04 in their cars

Tesla have been using it in its chinese-made standard range cars, not sure if any of those were exported.

[hayseed]

I'm Curious to hear both Kmav & kypez's Take on this .??

https://www.drive.com.au/news/tesla-...-owed-refunds/

[roKWiz]

Originally Posted by hayseed

I'm Curious to hear both Kmav & kypez's Take on this .??

https://www.drive.com.au/news/tesla-...-owed-refunds/

$150 deposit !

[Franco Cozzo]

Originally Posted by roKWiz

$150 deposit !

I paid a $200 deposit on my Focus when it was new, they wanted 10% and I'm like nah hows $200 sound and they took it

[hayseed]

Originally Posted by roKWiz

$150 deposit !

I'm Dumbfounded that they found 15,000 Blokes Stupid enough to Pay It..!!

[kypez]

Originally Posted by hayseed

I'm Dumbfounded that they found 15,000 Blokes Stupid enough to Pay It..!!

Ever driven an EV? Are there any other 4x4 EVs on the market at the moment? Fuel is $2.40 with the fuel excise cut now so really, $2.60+ and these people are the stupid ones?! So, my comment about those falling for click-bait...

I've got my deposit down. I'd be happy to own one or a F150 Lightning or Rivian. Whichever hits the market first gets my money (though I'd probably buy all of them just for kicks).

[stevefreestyle]

Originally Posted by kypez

Ever driven an EV? Are there any other 4x4 EVs on the market at the moment? Fuel is $2.40 with the fuel excise cut now so really, $2.60+ and these people are the stupid ones?! So, my comment about those falling for click-bait...

I've got my deposit down. I'd be happy to own one or a F150 Lightning or Rivian. Whichever hits the market first gets my money (though I'd probably buy all of them just for kicks).

Not so cheap when the Battery effectiveness and therefore Performance, Range and Used Value, fall off a cliff just after the 8 year warranty, through normal degradation (which is exacerbated by regular Fast Charger use). Only $40-50K for a new Tesla Battery??

[hayseed]

Originally Posted by kypez

Ever driven an EV?

Yes I have..

Are there any other 4x4 EVs on the market at the moment? Fuel is $2.40 with the fuel excise cut now so really, $2.60+ and these people are the stupid ones?! So, my comment about those falling for click-bait...
.

Yes I believe that they Are..!! It's going to be (In My Opinion) Years before a RHD ADR Compliant version is readily available (If Ever) here in Australia..

I Know EV's are the Future, & I'm trying hard to keep an open Mind about them. But Your Messiah Elon comes across to Me as Too much Style ,& not enough Substance..!! (Again In My Opinion)

I have absolutely no Intention of engaging in a slanging Match/argument with You.. So lets just agree to disagree..!

[kypez]

Originally Posted by hayseed

I'm Curious to hear both Kmav & kypez's Take on this .??

https://www.drive.com.au/news/tesla-...-owed-refunds/

Nothing like a bit of click-bait for the masses.

Yes, Tesla stopped taking orders. That doesn't mean they aren't releasing the car here. Their order book is full till 2027 at the moment (taking that production finally starts later this year). There is no need to take anymore orders. Gotta love the emotive, "withdrawn from sale", its never been on sale! Only pre-orders.

Heck, Mobile Phone (insert technology item here) providers and such also have pre-orders and once they hit a certain number, they pull them. Doesn't mean they've been pulled from sale. There are only X number of First editions as well for many brands that cap the number of pre-orders.

So No, there is no issuing refunds at this stage and my order is still in (not canceled as the click-bait suggests). Does it mean I think the car is still 100% locked in, no way! But I'm not losing much sleep over the princely sum I paid of $150.

While we're at it, they also stopped putting prices up for pre-orders for the S and X because unlike the other grubs, they do a straight conversion at the exchange rate. So if the dollar goes up, the prices come down and vice versa. I do like that model of theirs. It also doesn't mean they will pull those cars from Australia as well.

[Franco Cozzo]

We need to ditch ADR since we have no car industry to protect anymore, just accept DOT/ECE and whatever Japan and Korea's local standards are.

Also allow LHD vehicles on our roads, you can already drive a 30 year old LHD car on Australia's roads so why not new ones?

Deregulate market time.

[roKWiz]

Originally Posted by Franco Cozzo

We need to ditch ADR .

[jpd80]

Originally Posted by Franco Cozzo

We need to ditch ADR since we have no car industry to protect anymore, just accept DOT/ECE and whatever Japan and Korea's local standards are.

Also allow LHD vehicles on our roads, you can already drive a 30 year old LHD car on Australia's roads so why not new ones?

Deregulate market time.

The nupties on our roads have enough excuses for poor driving, don’t hand them another one

[burnz]

Labour government to ban petrol/diesel hybrid powered vehicle like the NZ government..

toyo/ford the best selling 4X4's on notice.

https://www.motoringresearch.com/car...rid-cars-2030/

[GasoLane]

Originally Posted by burnz

Labour government to ban petrol/diesel hybrid powered vehicle like the NZ government..

toyo/ford the best selling 4X4's on notice.

https://www.motoringresearch.com/car...rid-cars-2030/

Great post.

Off topic, wrong country and nearly 2 years old.

[burnz]

Originally Posted by GasoLane

Great post.

Off topic, wrong country and nearly 2 years old.

ha ha; it's in the news from local pollies, just didn't find a current one.

https://acapmag.com.au/2022/05/push-...he-end-of-ute/

i would have thought to be on topic as it is relevant, cant be forced if you cant buy.

[Ben73]

Originally Posted by burnz

Labour government to ban petrol/diesel hybrid powered vehicle like the NZ government..

toyo/ford the best selling 4X4's on notice.

https://www.motoringresearch.com/car...rid-cars-2030/

Who the hell is the labour government. I've never heard of them. If we are talking about Australian politics you would see that the Liberal Party said electric vehicles will kill the weekend, now they are spending your tax dollars on electric car infrastructure.
Sounds like someone may have started to invest their personal money in electric things now?


I wonder how long it will take for electric planes to have the range to fly from Australia to Hawaii.

[jpd80]

It’s should also be obvious that if indeed, great swathes of road users were to switch to Electric, the governments would move to maintain income from fuel excise another way, be that an annual km use tax and increased State registration fees.