JPR007 Profile picture
9 Jun, 7 tweets, 2 min read
Tesla is currently finishing the inside of the factory in Grünheide

Heavy machinery is being set up in the paint shop and the press shop

The employees are working under high pressure, with shifts working around the clock on the construction site
businessinsider.de/wirtschaft/mob…
Brandenburg's Minister of Economics, Jörg Steinbach, is usually well informed about the progress on the construction site in Grünheide

The factory is "80 percent finished", he recently told the Tagesspiegel
And indeed, in the finished shell of the building, work is going on around the clock at a high pace

The US carmaker has had this intensity of construction approved by the state environmental agency :

- construction is allowed 24 hours a day in Grünheide
Tesla employees and the many subcontractors and suppliers are currently setting up heavy equipment in the production halls

- production machines in the press shop and paint shop

- and robots in final assembly

So things are moving forward in the factory itself
Musk wants more production depth in Grünheide

The factory is to produce more itself

- important plastic parts for the trim of the vehicles, for example, are to be manufactured in Grünheide itself

Musk has also called for a single production line instead of two at the site
There is still a lot of final finishing work to do in the surrounding area

For example, the rainwater basins have neither been approved nor built, the sewage pipes to Erkner are still being built, and the factory roads on the site have not yet been surfaced
All in all however, Musk has apparently been a little more relaxed lately about the progress in Grünheide

At least with politicians

- Minister of Economics Steinbach said that Musk used to call him more often when problems arose

And now ?

"Elon Musk rarely calls anymore"

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More from @jpr007

8 Jun
Elon Musk: technoking and, soon, a burger king ?

Tesla has filed applications with the U.S. Patent and Trademark Office to use three versions of its logo in the food industry
The applications cite restaurant services, pop-up restaurant services, self-service restaurant services and take-out restaurant services as possible uses, Bloomberg reported last week
The filings appear to be connected with an idea that Musk, the CEO and self-appointed "technoking" of Tesla, has tossed out to his Twitter followers several times in recent years
Read 7 tweets
8 Jun
TESLA PRODUCTION SCHEDULING - 2021 Q2

With the latest reports from China we are able to update our view on Q2 Production Scheduling

1. Line 1 is fully scheduled with 4 crews for 56,250 units per quarter or 18,750 units per month

- there is no room in the schedule for overtime
2. Line 2 is only 50% scheduled with 2 crews for 28,125 units per quarter or 9,375 units per month

- but this scheduling allows those crews to run overtime production
3. Line 2 appears to have been run with +20% overtime in APRIL by operating 6 days per week and 8 hours per day instead of 5 days per week and 8 hours per day

- the result was April production of 30,494 units as previously reported
Read 7 tweets
4 Jun
BEV MARKET DEVELOPMENT

Norway is leading the world in BEV market development and we will now start using the quarterly sales in the Norway market as a proxy window to view the vehicles that are being offered for sale in Europe

Here is Norway market share by vehicle for 2021 Q1
As many of you know, we have also started analysing the characteristics of BEVs offered in Europe using vehicles available in Germany as our reference point and the ADAC database as our data source

This is one of the charts from our current analysis
Our summary charts already include some "Tesla Model 3 ICEV Competitors" selected by ADAC plus most of the top-selling BEVs in Norway

- and we will add more over time to build out a more complete picture of the higher volume vehicles

Here are the Starting Prices for each model
Read 6 tweets
2 Jun
Why it's reality check time for the EV skateboard chassis

Ford canceled plans to develop an electric model for its Lincoln brand based on the Rivian's skateboard rolling chassis Image
The idea of the self-contained EV skateboard chassis has become so alluring that startups, suppliers and even automakers are marketing them as plug-and-play solutions on which customers can simply add a body, also called "top hat"
But like many catchy ideas on the path to electromobility, this one is also stumbling as it meets the hard reality of going from vision to vehicle development and manufacturing
Read 51 tweets
2 Jun
U.S. Car Models Most Impacted By The Microchip Shortage

Hundreds of thousands of vehicles have been taken out of production in North America due to an ongoing microchip shortage

statista.com/chart/24969/ve… Image
An AutoForecast Solutions report covered by Car and Driver reveals the extent to which North American automakers have been impacted by the microchip shortage

Ford has taken 346,616 vehicles out of production while General Motors has reduced its total by 277,966
Vital for everything from a vehicle's onboard computer and infotainment system to important safety features like anti-lock breaks and stability control, the chips have been in short supply around the world for months
Read 7 tweets
1 Jun
TESLA SHANGHAI - 2021 Q2

"CICC expects that in Q2 2021 Tesla's factory in China will be able to supply 107,000 units, including domestic sales and exports"

This is very difficult to imagine

Let us examine the facts

1. The current Scheduled Capacity for M3 + MY is 84,375 units
2. Stated Capacity for M3 + MY is 112,500 units per quarter

- but this requires 4-shift operation on both lines

- the M3 line is running 4 shifts

- the MY line is only running 2 shifts

Hence the Scheduled Capacity of 84,375 units for 2021 Q2
3. Shanghai Production in April 2021 was 30,494 units

- so May + June would have to total 76,506 units in order to hit a total of 107,000 units for the quarter
Read 7 tweets

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