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14 Apr, 4 tweets, 1 min read
VW is stopping all production lines in its German Emden factory for 2 weeks

Reason: Missing Chips

In 2021 most Volkswagen plants have been shutting down production for days or even weeks at a time…
VW closing all Golf lines in Wolfsburg for 2 days

Reasons: No Chip Supply & a broken a Press…
VW is reducing for 2 weeks its production in all of China 🇨🇳 by 30%

In April 20k fewer Audi will be build

VW sells 40% of its volume into China

Reason: chip shortage
VW Speaker

"Currently, we expect the supply of chips to remain tight in the coming months"

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More from @alex_avoigt

13 Apr
German Union IGM engaged Sociologist Andreas Boes to investigate the Tesla Shock

In all interviews with managers & industry experts the U.S. electric carmaker was "the elephant in the room" he said

"The auto industry as we think we know it will not exist like this in ten years"
Boes continued

"The California-based company is putting its finger on the problem,"

"The automotive industry feels downright challenged by Tesla"

At Volkswagen in particular, managers are working very hard to follow the example set in the USA
Head of VW Worker Council Osterloh replied to Boes

"I think the hype is an overstatement of Tesla's actual situation"

Volkswagen is simply better at many things, such as the chassis, Osterloh continued
Read 5 tweets
13 Apr
Tesla letter to 🇩🇪 Semi ordering company leaked

End of 2020 new test Semis were built with some changes

The aim was to increase the range, efficiency, and reliability of the system

"The most important changes were technical updates to vehicle architecture and powertrain"
Tesla continues to be confident that the Semi will exceed the 300-mile and 500-mile figures mentioned at the launch

Final range estimates are disclosed when production is near
Tesla's charging connector, known as the MCS Connector (Megawatt Charging Solution), is currently the only one "capable of providing a fast-charging solution" Tesla wrote

In the "coming months", the new test vehicles will first be extensively tested
Read 5 tweets
13 Apr
Sandy Munro about the VW ID.4 - underneath
Sandy Munro about the VW ID.4 - suspension
Sandy Munro about ID.4 - someone made a mistake
Read 4 tweets
8 Apr
A 🇩🇪 VW Dealer about BEVs

"You have to explain a lot more than with a car with an ICE"

"We also earn very well from after-sales service with diesel & gasoline engines. The oil changes alone. That all falls away for us"

"often the consulting effort exceeds any reasonable level"
He continued that although they get less commission for a sold BEV in the VW Agency model they don't have to buy the cars like an ICE which is a positive

Interesting bc Greenpeace published a report that dealers have bought together with VW companies in 2020 about every 4th ID.3
I wrote 2 articles about the issue of VW with its Dealers

You'll find both on my patron page free to read…
Read 8 tweets
8 Apr
🇩🇪 Giga Berlin

In a court case of DUH against the Federal Republic Germany (not Tesla), Tesla made interesting public statements to improve the permit process and suggest 10 improvements

"Germany's permitting framework for industrial and infrastructure projects, as well as .."
" ..for land use planning, is in direct contrast to the urgency needed to plan & implement such projects to combat climate change"

"Particularly irritating" to Tesla is that 16 months after the application was filed, there is still no timetable for issuing a final permit.
The "most glaring problem," Tesla said is that current procedures & laws treat projects that combat climate change and those that accelerate it the same

Tesla also criticizes the fact that most documents still have to be submitted in paper form. Digitization should be mandatory
Read 9 tweets
20 Mar
Ark Invest updates $TSLA Model for 2025
Key Assumptions
2025 highest likelihood $TSLA $3,000
Read 9 tweets

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