The Model Y can now be ordered in Germany with a delivery date for September

That can only be the MIC Models Y

I was wrong with my previous prediction Tesla won't for logistic cost and other reason ship MY to Europe

Troys source was correct

Great news!
The September πŸ‡ͺπŸ‡Ί delivery date only includes MY LR while the Performance is now pushed to early 2022
Many reasons can play into the decision from Tesla to start delivery with assumed MIC in Europe

Giga Berlin will not manufacture a lot of vehicles in 2021 and demand in Europe for all variations is from what we know high while China expands production capacity rapidly
Although many will rather wait for a MIG MY demand is still high enough to deliver in 2H21 a decent amount and boost numbers

For all waiting for MY it's great to have an option with a near delivery date in πŸ‡ͺπŸ‡Ί Europe
Some German media outlets report the delivery will be even already in August 'as confirmed from Tesla today' but as of now I can't find such a Tesla confirmation
An August confirmation for MY received from a πŸ‡«πŸ‡· French order holder explains the August delivery timeline for πŸ‡ͺπŸ‡Ί Europe
@lephysiomasque

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More from @alex_avoigt

8 Jul
2 VW Managers part shortages complain

"From the Modular Infotainment Building Kit to sunroofs, steering & transmission & the trailer coupling system"

One can "hope that this situation which is also very unsatisfactory for us will improve in the course of the 2nd half of 2021"
VW letter to customers

"However, we must, unfortunately, ask you at this point for patience for the delivery of your new Volkswagen"

"In all likelihood, we will not be able to meet the delivery date that we had reconfirmed to your Volkswagen partner"
VW continues to apologize for delivery delays

"Causes of this delay include supply shortages through no fault of Volkswagen due to the impact of the global Corona pandemic, limited semiconductor availability and global supply chain disruptions."
Read 5 tweets
7 Jul
πŸ‡©πŸ‡ͺ Germany BEV Registrations

The Model 3 is with 4,466 the best selling BEV in June in Germany πŸ†

More Model 3 have been sold than ID.3 and ID.4 combined

YTD Model 3 is the 2nd best selling after the eUP that is not sold anymore
πŸ‡©πŸ‡ͺ Model 3 the best selling BEV in June Image
πŸ‡©πŸ‡ͺ Germany BEV Registrations

#1 eUP is not in production anymore Image
Read 4 tweets
5 Jul
Legacy manufacturers use the term OTA updates as if customers don't known that it suppose to 'update vehicle software over the air'

How stupid do you believe your customers are? 🀨
VW informed that the 4 OTA SW updates they plan each year require the vehicle to be switched on or driving

SW is not downloaded if the switch on button is not activated

IOW either you drive around or you need to sit in your ID until the download is finished

No kidding 🀭
Once the download is finished the vehicle must be without a driver or passenger throughout the actualization process, the battery must have at least 50% charge and all vehicle consumers must be switched off

The second pack needs 3 hours for actualization
Read 6 tweets
4 Jul
The πŸ‡©πŸ‡ͺ German Automakers, VW, Audi, Daimler, and BMW have a severe BEV demand problem in the most important market πŸ‡¨πŸ‡³China
Audi sold in May in πŸ‡¨πŸ‡³ China 50 e-tron
In May, the Model Y alone sold in πŸ‡¨πŸ‡³ China 4.8 times of the top 5 German BEVs combined
Read 5 tweets
3 Jul
The first VW autonomous vehicles powered by Argo AI Image
VW rented a 55k sm large area at the Munich airport to tests the vehicle. 220 cubic meters of concrete, 16km cable conduits and a fence more than one kilometer long was erected

The 2nd phase to increase the area by 36k sm is scheduled for end of 2022
VW invested $2.6bn in Argo AI a company as you can see in the pictures is using in contrast to Tesla literally all available sensors

While Tesla vehicles drive with FSD Beta on all roads in the USA already, Argo AI is testing in a dedictaed controlled fenced area
Read 4 tweets
3 Jul
Audi CEO Duesman's e-tron issues
"It has been set that the last model with a combustion engine will be phased out in 2033. The only country where we want to remain responsive is China where electrification which was initially progressing rapidly has recently slowed down somewhat"
VW makes 40% of its revenue today in China and the rate is increasing

By excluding China from the phase-out of ICE Audi is literally saying that their most important and largest market will continue with ICE and no end date is given

#greenwashing
The Audi CEO was asked

Interviewer "Will Audi discontinue small cars with combustion engines faster than higher-class models?"

Duesmann, "Yes, that will be the case. The Audi A1, for example, will not have a successor"

Audi confirmed not to develop & sell small low cost BEVs!
Read 4 tweets

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