JPR007 Profile picture
30 Sep, 5 tweets, 1 min read
General Motors and Ford Motor said Thursday they will cut additional production because of the nagging semiconductor shortage that has hit global auto production
reuters.com/business/autos…
GM, the largest U.S. automaker, said it will extend by two weeks a halt to Chevrolet Blazer sport utility vehicle production at its Ramos plant in Mexico because of the ongoing chips shortage as it resumes production at other North American plants
GM said production will resume Monday at its Lansing Grand River Assembly plant that builds the Chevrolet Camaro and the Cadillac CT4 and CT5

Cadillac production has been halted at the Michigan plant since May
Production of the Blazer at the Ramos plant, which has been halted since Aug. 23, will now not resume before Oct. 15

Ford said next week it will halt production at its Flat Rock Assembly Plant where it builds the Mustang
Ford will halt production of the Transit next week at its Kansas City Assembly Plant but it will continue to build F-150 trucks

Ford's Kentucky Truck Plant next week will operate on one shift rather than the three normal shifts

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with JPR007

JPR007 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @jpr007

1 Oct
SPECIAL EDITION OF FUD NEWS - OCTOBER FOOLS DAY

Specially prepared for Gustavo
HEADLINE #1 : "AUDI LOSES ITS 2020 DOMINANCE OF NORWAY MARKET"

Audi slipped EIGHT PLACES down from its undoubted Market Leadership position in 2020

Tesla takes TOP TWO positions in 2021 Q3

"Ford eats VW's lunch" says noted analyst GJ 007 ImageImage
HEADLINE #2 "VW STRUGGLES TO RESIST HEATED COMPETITION FROM SKODA IN 2021"

The upstart brand races past VW's failing ID.3 and overtakes weak competition from the losing Audi eTron as its volume collapses after a successful 2020

Now Skoda looks to take leadership from VW ID.4 Image
Read 4 tweets
1 Oct
UK BEV REPORT

We now have UK registration data for 2021 Q2

It is the second-largest European market after Germany and just ahead of France

For 2021 H1 73,893 units were sold or 15.0% of the European market

Its detailed data only comes to the website with a three-month lag
Tesla is the clear Market Leader in the UK and has been since 2019 Q3
Tesla Model 3 led the UK Market in 2020 H1 with 9,392 units and 18.7%

- these numbers include Plug-In ICEVs also known as PI-ICEVs and "PHEVs"
Read 21 tweets
1 Oct
NORWAY 20210930

It looks like we have the final numbers for Q3

Pretty much everything has already been said

The last day of the quarter was pretty muted as Tesla had already completed most of their deliveries the day before

23.5% Market Share to Tesla

- up from 12.1% in Q2
HIGH-LEVEL SUMMARY

Market Volume was 33,522 units

- up +9.5% QoQ from 30,626 in Q2

- up +62.8% from 20,592 in Q1

Tesla was Number 1 with volume of 7,869 units and 23.5% Market Share

- up +112.3% QoQ from 3,707 and 12.1% in Q2

- up +198.8% from 2,634 and 12.8% in Q1
Volkswagen was Number Two with volume of 3,469 units and 10.3% Market Share

- down -19.7% QoQ from 4,322 and 14.1% in Q2

- up +142.6% from 1,430 and 6.9% in Q1
Read 5 tweets
30 Sep
Twenty-one Blue Origin employees published a whistle-blowing open letter on Thursday

Some employees said they wouldn't ride a Blue Origin rocket due to safety concerns

One said it's "lucky" nothing has happened
businessinsider.com/blue-origin-em…
No federal agency regulates passenger safety on private spaceflights.

In a scalding open letter, a group of current and former Blue Origin employees said they would not fly aboard the company's rocket because they don't think it's safe enough
Jeff Bezos, who founded the company in 2000, launched to the edge of space aboard its New Shepard rocket in July

Since that flight, Blue Origin has opened ticket sales, and four customers are scheduled to launch on October 12
Read 6 tweets
30 Sep
TESLA PRODUCTION AND DELIVERY UPDATE 20219829

Just to reiterate my Q3 position and refresh my Q4 and Full Year positions :

Q3 : 250,000 units +/-

Q4 : 268,000 units with +29,500 Wild Card

Full Year : 904,000 with +29,500 Wild Card
In my carefully considered opinion, there is no real reason now to have a meaningful difference between Production and Deliveries except for any ships at sea around the quarter-end

- whether they are sent before or just after the quarter close

- in other words, "in transit"
The Wild Card is dependent on the Shanghai Model Y production rate with 4 full shifts

- the extra amount assumes 1,000 units per 24-hour day or 6,700 units per working week

- we should know this during the quarter or through capacity guidance from Tesla's Q3 Report
Read 6 tweets
23 Sep
Volkswagen Group China has commenced construction of a battery system production factory in Hefei, Anhui province, and will invest over EUR 140 million until 2025 in the new plant and facilities

Start of production is targeted for the second half of 2023
volkswagen-newsroom.com/en/press-relea…
VW Anhui Components Company is the first battery system plant to be wholly owned by VW Group in China

Capacity will be 150,000 to 180,000 high-voltage battery systems for Volkswagen Anhui’s all-electric vehicles based on the Group’s Modular Electric Drive Toolkit MEB platform
With an area of over 45,000 square meters, the plant will be located next to the production facilities of Volkswagen Anhui, Volkswagen’s first majority-owned joint venture for all-electric vehicles
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

:(