August 7, 2022

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This is how the year began

This is how the year began

2022 has started off well for Tesla. at least in sales seasonwhich is a basic economic indicator for a company, unlike Musk’s accounting books, and is usually taken as a reference for demand for electric car (Go). According to the balance disclosed by the company, it reached a record number of deliveries in the first quarter, with 310,048 VEwhich is a slight increase compared to the previous quarter and 68% if compared to the same period in 2021. The opposite trend shows the separation of production, with a “hole”.

Between January and March, the company manufactured 305,407 vehicles, just down from 305,840 in the previous quarter. The fall, as explained by Elon Musk himself, is characterized by context, with disruption to the supply chain and 2 comments for the activity At its factory in Shanghai throughout March as a result of the progression of COVID-19 and the blockade imposed by the city authorities. The decision affected a vital gear in the Tesla machine. In 2021 came from Asian giant factory About Half the cars he sold.

“It was this An ‘exceptionally’ tough quarter Due to supply chain disruptions and China’s zero-COVID policy. The exceptional work of the Tesla team and key suppliers saved the day.” The businessman tweeted yesterday. behind – on the other side Problems with semiconductors Or the impact of the pandemic, the first quarter of 2022 was marked by other factors, such as the war in Ukraine, which led to High prices of important raw materialssuch as nickel or aluminum, as well as in fuel rise.

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difficult quarter

The Standard climbing in the price of gasoline and diesel In recent weeks, against the background of decarbonization policies, it has managed to increase the demand for electric cars. Just a few days ago, Porsche reported that during 2021 the Taycan electric model, launched a year ago, will be launched, It captured the attention of 41,300 shoppers, more than the famous 911 sports car. The electric vehicle sector still has significant challenges on the table, such as inventory, Autonomy or price. Tesla itself Prices raised in March in China and the United States in the face of inflationary pressure.

Other than comparison with other periods, is the data for the start of the year in favor of the multinational Musk? According to Refinitiv بيانات data, Wall Street expected shipment flow to be somewhat lower and to remain at 308,836 vehicles between January and March. The result, Wedbush’s Daniel Ives acknowledges, was “better than feared, given the problems in the supply chain”. CNBC quoted other analysts or Use today However, they put delivery expectations above the final data, at convergence levels 312,000 or 317,00 cars.

In detail, the American company stated that it sold 295,324 cars Model 3 sedan And sports four-wheel drive cars Model Y, which is an important part of your marketing pie. luxury sedans Models And luxury SUVs tenth style They added 14724. The company does not provide data on how geographically its sales are distributed, despite the Chinese and US markets, Write Republicare those who represent a larger proportion.

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The first three months of 2022 were also marked by other factors. In March, for example, a multinational company Began to deliver vehicles manufactured at the Gruenheide plant, In Germany. His presentation of the data comes after the sector that the major manufacturers in the sector Announcing a decrease in sales During the first quarter in the United States, a trend specifically attributed to supply chain problems And a shortage of chips.

cover photo | Steve Jurvetson (Flickr)