I’m getting a Caesium Blue HSE with the Tan leather seats.
Well, hot cakes are tastier, and a whole lot cheaper than the I-Pace...Curious:
I would expect the i-Pace to be selling like hot cakes ...
Production is limited to 20K units per year ...
People are still getting delivery dates "soon". Why is that? Either Jag have not taken 20K orders, or they can ramp up (which I have always assumed was not possible because unlimited battery-supply is not available)
That'll be it ... no one would buy one of those !!I guess cars that cost $85,000 and can't go 300 miles without an hour-long fill-up are still a pretty small niche market.
Yeah, that's another thing. Loads of people must hate the minimalist interior of the Tesla. Deffo should be more pre-orders for the Jag I reckon. Something doesn't add up ...interior (less spartan).
Right, only a few suckers like us!That'll be it ... no one would buy one of those !!
Many of the Tesla early adopters are wealthy, and would have no problem trading or just adding the Jaguar. I was expecting a lot of this, as Teslas are now as common as dirt around here, and are no longer the status symbol they once were. But it seems the I-Pace has not caught on as the new status symbol (or virtue symbol), at least not yet.Maybe the early-adopters all already bought Tesla, and anyone who would buy a Jag is from the remainder of the cautious segment of the population and want it to have been "proven" before they buy.
That seems highly unlikely. As far as is known, Tesla has no capacity to manufacture battery cells; Tesla's cells are produced by Panasonic.Maybe Tesla are secretly selling Jag batteries in order to achieve the mythical profitability by Q4 ...
Yes, sorry, I was being facetious. Tesla car production rate appears to be using 100% of the Gigafactory battery production ... and yet they are still producing some static storage (but delaying shipping PowerWalls ...)Tesla has no capacity to manufacture battery cells
I definitely am not with you on that one. I don't doubt that there is some slack at present, but I don't think there is anything like enough world capacity for all the car makers that are about to launch vehicles. All these New Marques are additional requirements to existing battery supply ... so will need new capacity.I think it's the battery shortage that is mythical
Indeed. Although Tesla currently at 5K Model-3 (and some more M-S and M-X) units per week, so 250K p.a., and projected to be at 10K per week / 500K p.a. within a year, plus 88K M-S / M-X p.a..Tesla is way behind its planned production levels - what was it, half a million cars this year? With all those cars not being built yet, the available battery cell supply in the market should be ample for now.
Wouldn't be the first time that the pioneering disrupter has trailblazer, but the followers have repeat the rewards ...makers can dip their toe in the water, develop some capabilities and regulatory compliance credits, and sell just a few cars for now. Getting ready to sell in big volume once costs are competitive and the market and infrastructure are ready.
When capacity is needed, free markets seem to find ways to provide it. Adding manufacturing capacity is relatively simple, and is already being done. Mining sufficient lithium and cobalt and such may be harder, but is also doable. For a price.I definitely am not with you on that one. I don't doubt that there is some slack at present, but I don't think there is anything like enough world capacity for all the car makers that are about to launch vehicles. All these New Marques are additional requirements to existing battery supply ... so will need new capacity.
Yes, I agree with all your points. Good point about price vs. supply & demand too, hadn't considered that (and the potential impact on EVs from any manufactures who have not secured battery orders). My concern is the lead time for new Gigafactories. I imagine the money can be found to build them, but they don't spring up overnight, and battery makers are, presumably?, not going to build them speculatively without some orders. Although I guess they too have a dilemma:When capacity is needed, free markets seem to find ways to provide it
Are we sure that battery factories must be 'giga'? Samsung and LG don't seem convinced, and they know a thing or two about large scale manufacturing.My concern is the lead time for new Gigafactories.
For me its only the quantity of batteries that will be required. Agreed, the "how" part is up to the manufacturers. Tesla is, in part, about "show". I suspect Gigafactory has much more to do with Nevada's tax breaks ...Are we sure that battery factories must be 'giga'?