TESLA — Marts 2025
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Mars og videre. Samtidig udvides Starlink, SpaceX’s satellitbaserede internettjeneste, i Texas med en voksende fabrik i Bastrop, som producerer udstyr til at levere højhastighedsinternet globalt. Denne udvidelse vil skabe arbejdspladser og styrke Texas’ position som en leder inden for kommunikationsteknologi. Derudover vil xAI, Musks AI-virksomhed, som fokuserer på at fremme menneskelig videnskabelig opdagelse gennem kunstig intelligens, sandsynligvis også have en tilstedeværelse i Texas, givet
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US salg: https://x.com/piloly/status/1897294412738163153 not bad
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EU salg: The quarter after 9 weeks is -37.0% https://x.com/piloly/status/1897415382538801172 not bad Data only from UK, Norway, Netherlands, Sweden, Denmark, Italy, Spain, Switzerland, Czech Republic, Iceland (~60% of sales in Europe)
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China: The number is low due to the production switch to the new Model Y. As deliveries started the last days of February, March is expected to be strong. https://x.com/piloly/status/1897164065291813035
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Trade
U.S. eyes zero tariff on cars in India trade deal as Tesla entry nears, Reuters reports https://www.cnbc.com/2025/03/06/us-eyes-zero-tariff-on-cars-in-india-trade-deal-as-tesla-entry-nears-reuters-reports.html -
The U.S. imported 7.8 million vehicles valued at $222 billion from these 5 countries in 2024. Så hvis Trump holder fast i 25% told vil det kun gavne Tesla https://x.com/dunne_insights/status/1897467613111853130
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Hvis de tre store amerikanske bilfirmaer – General Motors (GM), Ford og Chrysler (nu en del af Stellantis) – skulle beslutte at bygge nye fabrikker i USA og samtidig reducere produktionen i Mexico for at undgå told, ville det utvivlsomt kræve massive investeringer.
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massive investeringer i nye amerikanske fabrikker og en reduktion af produktion i Mexico ville være en økonomisk gamble for de tre store bilfirmaer. Det kunne blive et mareridt, hvis markedet ikke understøtter de højere omkostninger, og en bail out ville ikke være utænkelig, hvis det går galt – men det afhænger af den politiske vilje og økonomiske situation på det tidspunkt.
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Tesla salg i Tyrkiet rykker kraftigt: https://x.com/piloly/status/1897589873717969106
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Tesla South Korea up +1177% vs. February last year https://x.com/piloly/status/1897613451846922728 not bad
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Tesla’s (TSLA) German sales fell 76% in February to 1,429 cars, a steeper decline than the 60% drop in January, Reuters reports.… sådan Tyskland - godt gået!!
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Kom så Japan: +41% vs. February last year https://x.com/piloly/status/1897755064099377184
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WOW Taiwan, Year-to-date +6520% over same period last year https://x.com/piloly/status/1896669872790155471
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https://www.cnbc.com/2025/03/06/trump-tariffs-live-updates-businesses-warn-of-ripple-down-effects-from-tariffs-because-of-rising-costs.html Trump tariffs: U.S. pauses tariffs on some Canadian, Mexican imports until April 2
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Enig med Dan: https://x.com/SawyerMerritt/status/1897822425699741997
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TD Cowen upgraded $TSLA to Buy from Hold, while raising its price target on the stock to $388 from $180 https://x.com/herbertong/status/1897806067951939588
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NEWS: Records from Transport Canada reveal that in just 72 hours, four Tesla stores across the country reported an astounding 8,600 sales (a record), securing over $43 million in rebates during the final 72 hours of the iZEV rebate fund. https://x.com/SawyerMerritt/status/1897668804273918131
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we found out that Tesla brought new compute online ahead of schedule. https://x.com/alojoh/status/1897547504658297116
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