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Tesla is trying to stay one step ahead with the Model S box



Illustration for an article titled Tesla tries to stay one step ahead with the Model S box

Photo: Tesla

Tesla Model S Plaid will debut at an event on Thursday night, Volkswagen believes that the global shortage of chips may soon decrease, and Jim Farley. All this and more in The morning shift for June 10, 2021

1st Gear: Tesla And The Model S Plaid

I went to a Volvo event in Manhattan on Tuesday night and at one point the conversation turned to the theory that Tesla buyers cannibalize Tesla sales, ie. The Model Y sells well because early Model 3 implementers sold their cars and traded, similar to what one can do when the new iPhone falls.

I’ve heard this theory before, but instead of Model 3 owners who buy Model Ys, potential Model S owners buy Model 3s. I’m not sure how much there is – Tesla’s point is to sell as many cars as possible, no matter who buys them – but I know that competition for Tesla in the electric vehicle space is growing rapidly.

There are Ford Mustang Mach-E, Volkswagen ID.4, Audi E-Tron, among others, and cars like Volvo C40 Recharge and Cadillac Lyriq come. In the upper parts of the luxury space there are Mercedes EQS and Porsche Taycan, to which Tesla will respond to an event tonight with Model S Plaid, which starts at 129,990 dollars.

The Model S Plaid is basically the second generation of the Model S, although Tesla would never call it that, given that it doesn’t believe in the concept of model years. A larger range version called Model S Plaid + has been canceled, meanwhile, when Tesla began navigating a new EV landscape.

Analysts say Tesla needs the Model S Plaid to be another hit Reuters:

“The Model S hasn’t changed much in terms of looks in the last decade or so. I think Tesla needs to offer consumers something more, “said Jessica Caldwell, CEO of automotive information provider Edmunds.

[…]

“Model S Plaid definitely aims to help reduce the migration of current Tesla owners from Tesla,” said Ed Kim, vice president of consulting firm AutoPacific. “I think what we’re seeing now is that Tesla can no longer work in a vacuum.”

He said the Model S Plaid is a small-volume halo aimed at showcasing the carmaker and generating excitement around the sedan, and Tesla needs to successfully launch new models such as Cybertruck and Semi trucks to expand its customer base.

Tesla shorts may still not be wrong for Tesla in the long run, although in the short run, probably not enough has been said about how little resistance Tesla has faced with older carmakers. All this is changing and it will be fascinating to see how it goes.

2nd gear: The fight for oil in Norway went awry

Norway is one of the world’s busiest electric car markets, but Norway is also extracting a lot of oil, a controversy at the heart of the debate. for its climate policies. This debate, Bloomberg reports, also became quite ugly.

Lan Marie Nguyen Berg, a Green Party politician who is deputy mayor of the Norwegian capital Oslo and has a strong voice on climate policy, has received a flood of reports of hatred, threats and racist comments on social media.

[…]

The oil and gas sector employs about 200,000 people and has filled the $ 1.4 trillion sovereign wealth fund that will support the well-being of future generations. Imposing a downturn on industry could have a bigger and longer lasting impact on Norwegians’ lives than any other climate policy to date, and it looks like the issue will give some of the hottest moments in the election. campaign.

Yet one of Berg’s fiercest defenders against online abuse is her main political rival, Oil and Energy Minister Tina Brue of the Petroleum Conservative Party. “I CAN’T STEP ANYMORE,” Bru posted on Facebook in May, along with screenshots of insulting messages sent to Berg. “Shut up!” A few days later, police decided to investigate the case.

There is a reason why the attacks have hit a nerve. Bru has also experienced online abuse for her support of the wind drought, stressing how sacred the oil industry is to Norwegian voters. The two women come from different parts of the political spectrum, but are allies in pushing for cleaner energy investments – they simply disagree sharply on how quickly the change should happen.

It is comforting to know that even in progressive countries, everyone sometimes overdoes it.

3rd gear: Peugeot’s line will be considered for possible emissions fraud

Peugeot is late to Dieselgate party, but apparently finally appeared, according to The Wall Street Journal.

Stellantis STLA -0.38% NV, the car giant that owns the French brand, said late Wednesday that a Paris court had ordered it to pay a bail of 10m euros, equivalent to $ 12m, and provide a bank guarantee of € EUR 30 million to cover potential damages. The probe is linked to the sale of diesel cars in France between 2009 and 2015.

Two other Stellantis subsidiaries, Fiat Chrysler and Citroën, have been summoned to appear in court in Paris in the coming weeks as part of the same investigation, the company said.

“All three subsidiaries firmly believe that their emission control systems meet all applicable requirements at the time and continue to do so,” Stellantis said.

A French court official has confirmed preliminary charges, alleging that Peugeot has engaged in fraudulent practices that make its diesel vehicles dangerous to human and animal health.

4th gear: Jim Farley

Ford CEO Jim Farley really was taking a winning lap of lateand part of it is deserved. Ford is in a hot series with the F-150 Lightning, Mustang Mach-E, and Bronco Maverick. However, most (all?) Of these decisions were made before he took office last October. Farley was the first to point this out, as he recently sat down for interviews in what appears to be an effort to raise Ford’s share price.

His last interview is with The New York Times, although Farley doesn’t reveal much more that he thinks Maverick will do well and that there may be other Mavericks in the future.

Mr Farley expressed confidence that the Maverick would be a hit, saying he could imagine Ford producing a family of Maverick variants, including an electric model.

“The electrification of the industry is a big change and I don’t think it was clear until we released Lightning and Mach E that Ford would be the winner in this new electric reality,” Mr Farley said. “Now investors are betting on Ford, and what they’re telling me is, ‘The strategy is attractive, go get it, Farley.’ “

Make an electric ordinary cabin Maverick, Ford, people need it.

5th gear: Volkswagen says the chip shortage may have bottomed out

VW will be happy when the chip shortage goes away, although it also says that the chip shortage may never end and that the real gift may be the friends we made along the way.

From Reuters:

The Volkswagen Group expects that the shortage of semiconductor supplies will decrease in the third quarter, but sees that the obstacles continue in the long run, a board member told Handelsblatt.

“It simply came to our notice then. We are facing the most difficult six weeks, “said Murat Axel, VW’s supply manager, in an interview with the newspaper.

He said he expects about a 10 percent shortage of chips in the long run, as building production capacity takes up to two years.

Reverse: Cue jokes about cops and donuts


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