Alex Profile picture
18 Aug, 4 tweets, 1 min read
An ID 3 caught fire on Saturday in Groningen NL. The driver took the charging plug out of the car and it started smoking. She quickly got her child out of the car & got herself to safety but the flames spread quickly

Note that EVs burn less often than ICE
Even though we haven't learned why the e-tron GT burned down while charging in Munich lately or the Taycan burned down while charging in the US, I find it somehow suspicious that VW Group vehicles seem to prefer to burn when plugged into a charger 😕
VW Speaker "We cannot make a statement on the cause of this fire until we have thoroughly investigated the vehicle and the circumstances"

We never learned why the Taycan burned in the USA or the e-tron in Munich.

Why should we learn why the ID.3 burned in the Netherlands? 🙄
VW's top priority is to keep good news in daily media reports and keep bad news out of it

Claiming they are investigating and never giving an update is the latter

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More from @alex_avoigt

28 Jul
VW CEO Herbert Diess in a today talk-show

"Tesla has not made any money for over 15 years except with certificate trading"
To be fair Diess, understands the CO2 certificate trading correctly as a measure to shift money to the ones who can reduce CO2 most effectively

But instead of answering why VW bought them from Tesla, he argues Tesla needed it to overcome a not competitive situation
While Diess repeated in the talk show the wrong narrative Tesla not have been profitable for 15 years without certificates he also said Tesla is today highly profitable
Read 5 tweets
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
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
26 Jul
Tesla Q2 results are incredibly positive

Records on many levels Image
Tesla Q2 12 months trailing results show the exponentiality Image
Tesla market share is growing in all markets

Europe to catch up in 2022 with Giga Berlin ramping Image
Read 7 tweets
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
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

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