[9G-man]

Why ARE thousands of brand new Teslas sat in huge parking lots around the US? Company says it is having problems delivering but analysts suggest demand for the vehicles simply doesn't exist.

https://www.dailymail.co.uk/news/article-6232905/Why-thousands-Tesla-cars-parked-mysterious-locations-country.html

View attachment 155731

 

[scottf200]

https://www.dailymail.co.uk/news/ar...cars-parked-mysterious-locations-country.html

Can you post a meaningful thread title in the future? We don't need click bait titles.
Can you post more than just a single URL in a post. That is very poor forum Etiquette.

 

[9G-man]

Can you post a meaningful thread title in the future? We don't need click bait titles.
Can you post more than just a single URL in a post. That is very poor forum Etiquette.

Better now?

 

[scottf200]

Better now?

Thanks for the post changes. That type of thing is helpful for all members and respectful of their time as they choose to review post. In the future please put more meaningful titles too.

 

[Barry]

Good tips, Scott200. Those things do make the forum much better. Thanks for moderating.

 

[ahaelson2]

Back in the (bad) old days the Detroit Three used to stuff dealers with cars they didn't want... As we know, Tesla doesn't have traditional dealers so they can't do "traditional" channel stuffing to try and inflate sales at all costs. Instead, Tesla must convert reservation holders into buyers as fast as possible and get their money NOW, instead of collecting the money at some uncertain point in the future from channel-stuffed cars... That article seems to contradict this logic. But forum member and moderator Scott has seen an orderly Tesla delivery up close, the delivery center in question was busy readying the cars for buyers without problems it seems....

So I think the relevant question is, how much demand exists outside of current Model 3 reservation holders? Pure sales number estimates that are out there do look promising for Tesla but has anyone any solid data / info about this?

Is Tesla already delivering M3 to locations with high government incentives for EVs, like Norway? I looked at Tesla's Finnish web site and still no M3 for us...

 

[emartin00]

I don't think I agree with the authors conclusion. Tesla had nearly half a million reservations for the model 3, and they obviously haven't come close to fulfilling all of those.
Musk has publicly said that delivery logistics is the problem, and I see no reason to not believe him here. Scaling up personal deliveries is no simple task. Even GM has had delivery issues in the past, and they have been doing it for decades. Plus they have a network of dealers that can stock vehicles all over the country. Tesla has a handful of stores, and they don't have storage lots.

The parking lots in SF could easily be cars waiting to board a ship destined for another country.

 

[turboguy327]

I drive a semi across the country. I see car haulers FULL of Tesla’s at least 2-3 a day headed east.

 

[KenC]

One, that's the DailyMail, not really known for reliable info. Two, Tesla makes on average 900 cars a day, 83,000 last quarter, so they need large lots to handle a week's worth of production. Three, my Model 3 on order hasn't been delivered yet, so I think there's quite alot of existing demand. Supposedly, there were 400,000 to 500,000 reservations placed, factor out some cancellations, and let's say 400,000. Some of those are Europe, let's say half, 200,000, leaving 200,000 in the US. And, let's say half of those were for the $35,000, standard range battery model, leaving 100,000 for the current model being produced. Maybe ¾ of those orders have been filled, so ¼ left, which means I may get my car this quarter!!! Yeah! I wouldn't worry about it.

Why ARE thousands of brand new Teslas sat in huge parking lots around the US? Company says it is having problems delivering but analysts suggest demand for the vehicles simply doesn't exist.

https://www.dailymail.co.uk/news/article-6232905/Why-thousands-Tesla-cars-parked-mysterious-locations-country.html

View attachment 155731

Lastly, there's a spreadsheet online that lets you see what a sample of users have ordered and whether they've received their Model 3 yet.

Here, found it:
https://docs.google.com/spreadsheets/d/1bj85yGBuhVTXmePxMCkJFw6MW0XWdE_d6ExlaYFTROw/edit#gid=1673440183

 

[wws]

There are several lots like that near the Fremont delivery center. Literally thousands of cars waiting to be delivered around the country. But the day I took delivery of my Model 3, from the Fremont delivery center, there was activity like I've never seen at _any_ car dealer. All the pricing, trade-in valuation, etc was done on-line prior to the reservation at the delivery center. There were dozens of couples waiting around for their turn with the delivery specialists. Hand over the cash, give them title/keys to the trade in, sign a few pieces of paperwork, and you are done. They give you some basic training on the car and away you go. I bet they moved 200-300 cars that one day from that one delivery center.

After owning the Volt for three years, and getting a really long tour of a very early (two digit VIN) TM3 by my neighbor many months ago, I didn't have many questions for the delivery guy. Mainly just getting the phones bluetooth synched, and a reminder on how to put it in "Santa" mode. "More cowbell/rainbow road" had to wait until EAP finished calibrating itself a few 10s of miles later.