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16 May, 2 tweets, 1 min read
TESLA BERLIN STARTS MODEL Y CASTING DEVELOPMENT

"130kg shot weight, the big IDRA mother had to push hard"

"Congratulations to all Tesla "midwives" πŸŽ‰πŸΎ"

"Good luck πŸ€ to all casters"

- from Alex Turck in a LinkedIn post

turck-Aluminium.de
Compare with the CGI rendering from Tesla Battery Day

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More from @jpr007

JPR007 Profile picture
15 May
BEVs vs ICEVs - AN UPDATE 20210515

When we first found this report recently we wanted to know more detail

But we discovered that the data was now stale because the ICEV manufacturers had responded by issuing new updates to their vehicles

So we resolved to refresh the analysis
BMW now claims 210 kW for their 330d Diesel, up from 190 kW before, and a smaller increase for their 330i Petrol counterpart

And all of the ICEVs claim they have higher or equal Maximum Speeds to the Tesla Model SR+
But they have difficulty matching the Model 3 SR+ in 0-100 km per hour acceleration
Read 7 tweets
JPR007 Profile picture
15 May
BEVs versus ICEVs - A STATUS REPORT

The German Automobile Club known as ADAC conducted a study in February 2020 comparing the entry-level Tesla Model 3 SR+ with its ICEV counterparts

They chose six vehicles from three well-known brands covering both Petrol and Diesel engines
Their key metric was the total cost of ownership as determined by their standardized calculation of Cost per Kilometre

Their standard reference base is ownership for 5 years with usage of 15,000 kilometres per year
This analysis takes into account the purchase cost of the vehicle and its Depreciation over time, plus the fixed costs like insurance and taxes, the servicing and maintenance costs, and the costs of actually operating the vehicles with fuel, oil, and AdBlue additives for Diesels
Read 4 tweets
JPR007 Profile picture
9 May
OBSERVATION OF THE DAY 2020509

It seems that the most valuable place for aspiring electric automakers to be during the last 24 hours was on Saturday Night Live SNL

How can we visualize their marketing costs and benefits ?
A significant number of automakers paid a lot of money to be associated with the show this Saturday night, and got small amounts of U.S. air time in the shadow of the electric vehicle Market Leader, plus a little bit of social media reaction

High Cost, Low Impact

Halo Effect
One automaker paid nothing, got vastly more air time, and multiplied their direct exposure to tens of millions of people worldwide by expanding their reach at no cost through Twitter and YouTube

No Cost, Huge Impact

Irony

IRONY MAN

WARIO

@elonmusk Image
Read 4 tweets
JPR007 Profile picture
8 May
ADAC REVIEW - VW ID.3 PRO PERFORMANCE WITH 58 kWh BATTERY

The ID.3 as Pro Performance 1st Max with 58 kWh battery costs 48,735 euros new

Only a few options are available, the model is basically fully equipped

adac.de/_ext/itr/tests…
That and the 3,000 euros (net) manufacturer's contribution to the electric car premium put the price into perspective somewhat, but the test car still remains an expensive car in its class
This does not take into account that the software is not yet ready in important parts and has considerable bugs - the vehicle should not really be sold in this form yet

This gives customers little pleasure, but all the more frustration due to the dropouts and malfunctions
Read 18 tweets
JPR007 Profile picture
8 May
AUTOMOBILE COST OF OWNERSHIP - GERMANY ADAC

The German automobile club ADAC publishes information on vehicles sold in its market, including Cost of Ownership analysis like the one summarised here for VW Golf

The starting points are List Price, Time Horizon, and Annual Mileage
The results are provided in the form of monthly costs in four categories and then converted to Euro cents per km as shown here for the 17 different versions of the VW ID.3
ADAC METHODOLOGY

Calculation basis for the standardized car cost calculation

1. HOLDING PERIOD

- 24 to 60 months with a standard of 60 months

2. MILEAGE

- 5,000 to 60,000 km per year with a standard of 15,000 km per year and a maximum cumulative total of of 160,000 km
Read 25 tweets
JPR007 Profile picture
8 May
ADAC ANALYSIS SHOWS BEVs ARE NOW BEATING ICEVs ON CUSTOMER COST

- VW ID.3 and Hyundai Ioniq show the clear advantages

- Tesla Model 3 NOT included in the analysis
ADAC COMMENTARY :

The total cost calculation uses a five-year holding period and 15,000 km/year

The VW ID.3 clearly beats comparably powered and equipped VW Golf petrol and diesel models when taking into account the electric purchase subsidy
The reasons for this are the lower depreciation in absolute terms, the lower fixed costs with no vehicle tax, and above all the significantly better insurance type classifications of the ID.3
Read 6 tweets

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