JPR007 Profile picture
3 Oct, 5 tweets, 2 min read
HOW MANY VEHICLES DOES GM MAKE ?

GM sales have been declining for years

In 200 GM delivered only 3.928 million vehicles and held 5.0% Global Market Share

The vehicles shown for China were actually made by SAIC Motor

SAIC = Shanghai Automotive Industry Corporation Image
GM holds equity stakes in two of SAIC Motor's subsidiaries

Those SAIC sales have been declining and losing Chinese market share :

2018 = 3.645 million and 13.7% market share

2019 = 3.094 million and 12.2%, down -15.1%

2020 = 2.901 million and 11.6%, down -6.2% Image
GM's own sales have been declining too :

2018 = 4.741 million and 5.1% global market share

2019 = 4.624 million and 5.1%, down -2.5%

2020 = 3.928 million and 5.0%, down -15.1% Image
GM now basically only operates in North America and South Korea plus some operations in South America with the largest in Brazil

It has no presence in Europe, having exited that market in 2017 by selling GM Europe to Groupe PSA, which is now part of Stellantis Image
GM's sales in the USA have been continuously declining for the last 5 years, with the biggest drop of -11.8% in 2020 Image

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More from @jpr007

4 Oct
ALARM BELLS

VW bosses want to radically rebuild their main plant in Wolfsburg to compete against Tesla

Last Thursday Volkswagen boss Herbert Diess and brand boss Ralf Brandstätter called all 120 top managers together in Wolfsburg for a crisis meeting
businessinsider.de/wirtschaft/kam…
Compared to Tesla and Chinese manufacturers, VW is too expensive and slow, they stressed

Now it is time to take up the "fight against Grünheide"
Therefore the plans for the main plant in Wolfsburg are to be revised and made more radical

In order to keep up, old buildings would probably soon be demolished and new ones erected

See here the report from this battlefront
Read 22 tweets
3 Oct
CNBC

Tesla delivered 241,300 electric vehicles during the third quarter of 2021, the company reported Saturday

The quarter's deliveries topped expectations

Analysts predicted that Tesla would deliver around 220,900 electric cars during this period
cnbc.com/2021/10/02/tes…
The company produced 237,823 cars in the period ending September 30, 2021, Tesla said in its report

Model 3 and Y vehicles were 228,882 units, representing its more affordable mid-range offerings

Model S and X vehicles were 8,941 units Image
Last quarter Tesla delivered 201,250 vehicles and produced 206,421 cars, even as production of its Model S and X vehicles fell below 2,500
Read 25 tweets
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
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
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
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
Read 5 tweets

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