Alex Profile picture
18 Apr, 4 tweets, 1 min read
VW has an EV market share of 3-4% in 🇨🇳 China and plans to sell 100k electric vehicles this year

VW China Head Wöllenstein, "It will take us two to three years to overtake Tesla"

He confirmed that VW has bought CO2 certificates from Tesla
When asked that VW supports a competitor with CO2 certificates he declined that and said "

"After all, the trade was intentional in the first place"
Stefan Wöllenstein, Head of VW China

'In 2-3 years, the core brand wants to have a similarly high market share in alternative drives on the world's largest car market as it has today for gasoline-powered cars, with just under 15 %.'
While I don’t have doubts that VW will increase its sales in BEVs & PHEVs in China it's an unrealistic target to grow with their mediocre BEVs in a market with many good local BEV manufacturers including the main competitor Tesla into the size of their ICE business

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More from @alex_avoigt

20 Apr
Tesla Battery Pack Prices are ahead of competition and decreasinng

Tesla Tesla cost advantage is underrated (Wrights Law) Image
Projected EV sales in the US in 2030 of 35m
2035report.com/transportation… Image
Total BEV cost of ownership falling below ICE Image
Read 4 tweets
20 Apr
Palmer Buck, fire chief for The Woodlands Township Fire Department

'Contrary to some reports in the media, the Tesla involved in the April 17 fire did not burn out of control for 4 hours'

“With respect to the firefight, unfortunately, those rumors grew out way of control"
The Fire department chief Buck continued

"Our guys got there and put down the fire within 2 to 3 minutes, enough to see the vehicle had occupants”

“After that, it was simply cooling the car as the batteries continued to have a chain reaction due to damage.”
Buck 🧑‍🚒🚒

“We could not tear it apart or move it around to get ‘final extinguishment’ because the fact that we had 2 bodies in there & it was then an investigation-slash-crime scene”

“We had to keep it cool, were on scene for 4 hours, but we were simply (...)
Read 6 tweets
18 Apr
Wöllensteing Head of VW China when asked about the Uighurs genocide and their plant in Xinjiang

"We have made it clear that we must stand by our commitment to China as a whole, and we will stand by our commitment to Xinjiang as long as we believe it is economically feasible"

🤨
VWs Wöllenstein continued about Xinjiang

"A topic like forced labor, which is critically discussed, cannot exist at our company because we employ employees directly"

"The fact that it will also be critical of us at some point is certainly something we can't dismiss out of hand"
Unfortunately, VW has a long history of forced labor that started with the German concentration camps and continued with human rights violations in the 60s and 70s e.g. Argentina and other places of the world.
Read 4 tweets
14 Apr
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
handelsblatt.com/unternehmen/in…
VW closing all Golf lines in Wolfsburg for 2 days

Reasons: No Chip Supply & a broken a Press
news38.de/wolfsburg/VW/a…
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
Read 4 tweets
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

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