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Random EV thoughts.....

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Comments

  • Registered Users, Registered Users 2, Paid Member Posts: 19,625 ✭✭✭✭ELM327


    There were rumors in the UK group that new Y were coming from berlin already.



  • Registered Users, Registered Users 2, Paid Member Posts: 34,465 ✭✭✭✭listermint




  • Registered Users, Registered Users 2, Paid Member Posts: 13,507 ✭✭✭✭the_amazing_raisin


    Honestly I wouldn't be surprised if Tesla just started selling the LHD versions here, they're already doing that with the Model S

    "The internet never fails to misremember" - Sebastian Ruiz, aka Frost



  • Registered Users, Registered Users 2 Posts: 60,439 ✭✭✭✭unkel


    Not gonna happen. Tesla might have found a few rich, die hard Tesla fanbois who bought the LHD Model S / Model X, but this plan won't work for econoboxes like Model 3 and Model Y that are simply bought for their merit / value for money, not because of the badge.

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Moderators, Motoring & Transport Moderators, Regional East Moderators, Paid Member Posts: 6,525 Mod ✭✭✭✭liamog


    Are you asking why Tesla haven't made changes to where their manufacturing is performed based on potential tariff increases that haven't yet been announced? Any likely changes to where Irish Tesla's are supplied from will come when the tariff changes are confirmed. From deliveries to the UK (as per @ELM327) it looks they already have RHD production capability in Berlin.

    Why do you think they'd continue to supply Ireland from China and pay the higher tariff?



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  • Moderators, Motoring & Transport Moderators, Regional East Moderators, Paid Member Posts: 6,525 Mod ✭✭✭✭liamog


    They aren't making RHD Model S/X anywhere, they have started producing RHD Model Y's in Berlin for the UK. Why remove that capability?



  • Registered Users, Registered Users 2, Paid Member Posts: 34,465 ✭✭✭✭listermint


    I don't ... and never stated that.

    This is weird, you misread my opening comment and continued to misread from there.

    Anyway Tesla are not currently setup to handle for this impact if Europe follows suit selling into Ireland.



  • Registered Users, Registered Users 2, Paid Member Posts: 34,465 ✭✭✭✭listermint


    According to 1 poster here..



  • Registered Users, Registered Users 2, Paid Member Posts: 19,625 ✭✭✭✭ELM327


    Not currently but they could easily pivot to produce in Berlin. The rumor of berlin based cars for UK was a rumor on the UK owners club page.



  • Moderators, Motoring & Transport Moderators, Regional East Moderators, Paid Member Posts: 6,525 Mod ✭✭✭✭liamog


    Based on the deliveries to the UK coming from Berlin they are able to build RHD cars in Berlin, I'd say that means they are setup to handle the impact of any tariff changes that are applied to cars produced in China.

    Not sure why you're so focused on Tesla not doing something until it needs to be done.



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  • Registered Users, Registered Users 2, Paid Member Posts: 34,465 ✭✭✭✭listermint


    I'm not is a discussion forum. 1 question turned into a back and forth with you. 🤷. Simply because you had no read my original post. Enjoy !.. I think 🫡



  • Registered Users, Registered Users 2, Paid Member Posts: 13,507 ✭✭✭✭the_amazing_raisin


    Yeah I know, I was half joking. I don't think Tesla would actually do that

    However, I still wouldn't be surprised if it actually happened

    "The internet never fails to misremember" - Sebastian Ruiz, aka Frost



  • Registered Users, Registered Users 2 Posts: 460 ✭✭Ev fan


    My understanding is that the EU might have to think about what additional tariffs to apply

    1.European auto manufacturers make a significant part of their income from selling their cars In China. This income I know is reducing but can they afford to go without it in total?

    2. EVS will likely get more expensive in Europe reducing take up further due to the lack of competition and choice - especially for cheap EVS. This IMO will have a devastating impact on EU transport and emissions.



  • Moderators, Motoring & Transport Moderators, Regional East Moderators, Paid Member Posts: 6,525 Mod ✭✭✭✭liamog


    You wanted to know how it would impact brands that currently ship their cars from China, I suggested brands will move their production to Europe such as BYD are already doing. For Tesla they already produce EU LHD cars in Europe and have apparently already started producing some RHD.

    The only confusing bit was your original post which was a reply to someone talking about the US tariffs, so it looked like you were asking how US tariffs would apply to Chinese cars coming to the EU, but you cleared that up in the 2nd post.

    You keeping making the point that the current Tesla setup for RHD cars would fall foul of any tariff change, that's kind of the point of any proposed tariff to encourage manufacturers to produce in the EU instead.

    I'd be more interested in the impact on Geely (Volvo) and SAIC (MG) vehicles. Both MG and Volvo have been talking about EU production, but it may take them a bit longer to get their factories up and running.



  • Registered Users, Registered Users 2 Posts: 3,908 ✭✭✭pah


    Some lads will just argue with the wall.



  • Registered Users, Registered Users 2, Paid Member Posts: 34,465 ✭✭✭✭listermint


    if not for discussions the forum would die a very quick death. Literally dead. Your own interjection there is an example of saying something and saying nothing. But without it we all wouldn't be here. So it's valuable.

    Boards is alive by nonsense conversations sprinkled in amongst good topical discussions.

    Be well



  • Registered Users, Registered Users 2, Paid Member Posts: 19,625 ✭✭✭✭ELM327


    It really is more of a fence. Although you seem to take o fence.



  • Registered Users, Registered Users 2 Posts: 3,908 ✭✭✭pah


    I never claimed to not be a wall arguer 😊



  • Moderators, Motoring & Transport Moderators, Regional East Moderators, Paid Member Posts: 6,525 Mod ✭✭✭✭liamog


    Can we make sure the wall you're arguing with has a charge point attached, otherwise it might be considered off-topic



  • Registered Users, Registered Users 2, Paid Member Posts: 13,507 ✭✭✭✭the_amazing_raisin


    In general the EU has less of a protectionist stance than the US at the moment, largely because the EU is more dependent on exports in general

    However, China is a much smaller market for the EU than it has been, largely down to an increased desire to buy Chinese made products there

    So it could go either way I reckon

    I do agree that this could impact EV adoption here by driving up prices again, even if the Chinese brands setup manufacturing bases here

    "The internet never fails to misremember" - Sebastian Ruiz, aka Frost



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  • Registered Users, Registered Users 2, Paid Member Posts: 13,507 ✭✭✭✭the_amazing_raisin


    Looks like we might have an answer soon enough

    https://www.electrive.com/2024/05/15/eu-plans-punitive-tariffs-of-up-to-30-per-cent-on-electric-cars-from-china/

    Apparently 30% will level the playing field as opposed to being an effective ban like the US has done

    I'm not so convinced, there's been reports that 50% duty would be needed to erode Chinese brands cost advantage

    There's also a major price war going on in China with several brands losing money on each sale. It's possible that even with the tariffs they could break even in the EU market, which is more attractive than a significant loss

    In any case, things are getting interesting

    "The internet never fails to misremember" - Sebastian Ruiz, aka Frost



  • Registered Users, Registered Users 2, Paid Member Posts: 6,742 ✭✭✭Buddy Bubs


    Just found out today my uncle had a home charger fitted and got approved for the grant of 600 just before Xmas 23 but never actually claimed the grant. Now, 5 months later, is he still ok to claim it or will it have expired? Or dropped to 300 at least?



  • Moderators, Sports Moderators Posts: 18,635 Mod ✭✭✭✭slave1


    6 months AFAIR so should be good

    My stuff on Adverts, mostly Tesla Pre Highland Model 3

    Public Profile active ads for slave1



  • Registered Users, Registered Users 2 Posts: 7,411 ✭✭✭KCross


    The date it expires should be on the letter he got. As long as he sends in the docs before then he should get the full grant.



  • Registered Users, Registered Users 2 Posts: 6,421 ✭✭✭creedp


    Read a headline earlier that Ford US lost $100k on each EV manufactured last year. No wonder the US needs massive tariffs to prop up its domestic brands. Unless Ford gets its act together quickly the tariffs will only delay the inevitable



  • Registered Users, Registered Users 2 Posts: 3,541 ✭✭✭JohnC.


    There must be some weird accounting going on if they lost that much on each, surely?

    [edit]

    It seems they're taking all the investment costs over a number of years and applying it all to Q1 2024 sales to come to that figure.



  • Registered Users, Registered Users 2, Paid Member Posts: 6,742 ✭✭✭Buddy Bubs


    Yeah you'd be right.

    Write down of patent values, plant and equipment depreciation, inflated corporate salaries, legal issues, all the above could be included. Total loss divided by vehicles produced, something like that.

    It wouldn't be a marginal loss per unit of production, i.e if we produce 1 more EV we will lose an extra 100k. That would mean variable costs of producing 1 extra unit would be in the region of 150k, which it couldn't possibly be.



  • Registered Users, Registered Users 2, Paid Member Posts: 15,270 ✭✭✭✭josip


    Was this announced at their AGM on May 11th last week?



  • Registered Users, Registered Users 2 Posts: 15,275 ✭✭✭✭joujoujou
    Unregistered Users


    Anyone has an idea what's wrong with ESB charger's map? I remember there are ESB chargers on Applegreen service stations on M4, both directions. So says Applegreen webpage on the net. However, map shows there's none.



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  • Registered Users, Registered Users 2 Posts: 861 ✭✭✭CivilEx


    There are no longer ESB units here, only Applegreen chargers.



This discussion has been closed.
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