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Cool new charts by @model3vins break down Tesla's sales by battery variant in countries where data are available. This view from Norway shows the drastic nature of Tesla's decision to discontinue cheaper versions of its high-end Model S and Model X model3vins.com/tesla-registra… 1/ 
In Norway, the cheaper variants of Model S and Model X were responsible for almost 80% of sales in Q4. The effect of discontinuing them will be dramatic. It seems likely they’ll bring back a lower-range variant soon 2/
In the meantime, this move seems all about improving margins—even if it means a drop in S&X volumes. It pushes some drivers higher into even more expensive variants of the S&X, or lower into the performance versions of the Model 3. Those are Tesla’s most profitable options 3/
Tesla is struggling to make the economics of the Model 3 work. By design, it was supposed to be a high volume (10k+/week), low-cost ($35k) car. First, they couldn’t make the volumes, and now without the volumes, they can’t make the costs. It’s both or neither for this car 4/
Tesla’s recent cost moves are all pretty dramatic: cutting 7% of workforce, increasing Supercharger rates by 20% (originally 30% but backtracked), removing base Model S&X. They show Tesla is serious about trying to stay profitable—but also having serious difficulty doing it 5/
What do you think will happen to the Model S&X:
