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More from @alex_avoigt

Alex

@alex_avoigt

28 Jul

CEO Diess about production in 2H21

"We will certainly see further restrictions"

He added that the work done so far shows "that we can significantly mitigate one or two problems by working hard and save many cars with flexibility in production"

Diess continued

"I expect we'll be able to catch up in the 4th quarter"

Diess concluded
"We are indeed having a hard time getting delivery commitments for 2023/2024 for our needs."

Semiconductor challenges remain for future years - a competitive advantage for Tesla

Diess

"But of course we have a strong overall raw material price increase that goes through steel to many of our primary materials. And it probably won't be possible to absorb all of that."

Automakers will increase vehicle prices

Read 8 tweets

Alex

@alex_avoigt

26 Jul

About Regulators limiting FSD

"In the US, we don't see regulation as a fundamental limiter"

- Elon Musk

About Cobalt in batteries

"Apple uses 100% cobalt, Tesla uses no cobalt in our iron phosphate packs and barely any in the nickel"

- Elon Musk

About production scaling

"We may be scaling large manufactured objects faster than anyone in history"

- Elon Musk

Read 7 tweets

Alex

@alex_avoigt

26 Jul

VW CEO Diess
"Electric cars will no longer need government subsidies in a few years because by then they will usually no longer be more expensive to produce than ICE. Diesel is subsidized with €8bn in tax benefits per year which is several times more than government EV subsidies

Diess continued

"... Kerosene for aircraft is even tax-free. This distorts the market, is harmful to climate protection, and should "end as soon as possible"

Fully agree!

VW 🛳️🚢ship engines

"50% of the world's marine engines come from our Group. We could convert the engines to natural gas & then to ammonia propulsion in the next 15 years. That would fit well into the MAN Energy Solutions business model with great leverage for climate protection"

Read 6 tweets

Alex

@alex_avoigt

20 Jul

VW Group informed today to have sold in the first 6 months 2021 globally and with all brands combined about 171,000 BEVs

75% of all BEVs VW Group sold were delivered in Europe

In important markets like China and USA VW sold a combined 43,000

VW Group Q2 BEV

37,292 ID.4
31,177 ID.4
25,794 e-tron
19,822 Taycan

VW BEV Share
6% Europe
1% China

VW Head of Sales Zellmer

"In China, we are now picking up speed with our new e-models and are still planning to double deliveries of our ID. Family to double compared to June"

June sales excluding Dealership deliveries are 2,014

Read 10 tweets

Alex

@alex_avoigt

19 Jul

VW reported 2,900 ID.4 deliveries in 🇨🇳 China in June but did not disclose that this includes VW dealers

The largest Chinese car portal Autohome counts only 2,014 sales in June

In May it was 1,213

These are embarrassing and devastating numbers

The CEO Diess called VW before a Chinese Company bc with 40% sales it's the most important region globally

Against this background, the poor sales figures for the ID.4 "came as a shock to the company” a Manager from the Peking subsidiary said

VW blames chip shortages as cause🤥

Not only software issues but also hardware decisions are not liked in China

In a survey from „ifeng Auto“ the biggest disadvantage of the ID.4 was named as the drum brake

"In China, it is now said that the drum brake dates back to Grandpas time"

Read 4 tweets

Alex

@alex_avoigt

19 Jul

https://twitter.com/dayyanl/status/1416850996156788738

VW launched the ID.6 CROZZ in China

It has the same software as all MEB IDs showing gas stations instead of charging stations, is not responsive and ergonomic, no OTA yet and frustrates owners
autonews.gasgoo.com/m/Detail/70018…