they haven't figured out how to make and sell them profitably yet, but i agree that eliminating dealers would help, a lot, by eliminating all that dealer margin not to mention ADM.

 

Good example of the difference between information and knowledge. Information: there are trucks on lots. Knowledge: they can't be sold, because there are open recalls and they must legally be repaired before sale but they are awaiting parts. You can't sell a new vehicle with an open recall without repairing it first. And parts are taking time to filter through.

 

On my demo ride with f150 lightning the other week, my salesman admitted the dealership had only recently moved to MSRP pricing because they wanted to get every last $$$ they could for those folks who were willing to pay adm, like during the COVID times. Those days are now over, and with the cyber truck coming (as well as rivian ramping), Ford is (finally) wising up to a big battle for EV truck sales (see the price decrease).

 

Interesting article by Inside EV on Experian EV sales report
https://insideevs.com/news/678230/us...tnQwEU_OwhURjo



BEV registrations (select brands) - January-May 2023:

• Tesla: 270,698 (up 51%) and 60.5% share (down from 67.4%)
• Chevrolet - 29,282 and 6.5% share
• Ford - 22,425 (up 30%) and 5.0% share
• Hyundai - 16,175 and 3.6% share
• BMW - 14,787 ("nearly 15-fold increase")
• Mercedes-Benz - 14,472 (up 348%)
• Volkswagen - 14,094 (up 256%)
• Rivian - 11,910 (up nearly six times)
• Kia - 11,205 and 2.5% share
• Audi - 8,285 (up 25%)
• Nissan - 7,261
• Lucid - 2,758 (up 234%)
• Porsche - 2,679 (down 26%)
• Cadillac - 1,893 (up 4,633%)
• VinFast - 128 (new)
• GMC - 63 (down 72%)

BEV registrations in the US (select models) - January-May 2023:

• Tesla Model Y - 167,900 (up 103%) and 37.5% share
• Tesla Model 3 - 87,200 (up 18%)
• Volkswagen ID.4 - 14,094 (up 256%)
• Ford Mustang Mach-E - 10,948 (down 29%)
• Hyundai Ioniq 5 - 10,406 (down 3.4%)
• Tesla Model X - 10,263 (up 7%)
• Ford F-150 Lightning - 8,800 (up 2,338% from 361)
• Kia EV6 - 6,780 (down 29%)
• Rivian R1T - 6,013
• Rivian R1S - 5,897
• Tesla Model S - 5,335 (down 59%)
• Kia Niro EV - 4,425 (down 27%)
• Hyundai Kona Electric - 3,943 (up 190%)
• Nissan Leaf - 3,760 (down 48%)
• Nissan Ariya - 3,501 (new)
• Toyota bZ4X - 2,985 (up 1,558%)
• Lucid Air - 2,758 (up 234%)
• Porsche Taycan - 2,679 (down 26%)
• Subaru Solterra - 2,442 (new)
• Hyundai Ioniq 6 - 1,824 (new)
• VinFast VF 8 - 128
• GMC Hummer EV Pickup - 63 (down 72%)

 

Tesla is absolutely dominating buoyed by y and 3 sales, due to price cuts. But note how the s and especially the X are doing. These are 100k cars selling in good volumes, which has to spook the luxury brands.....and hence why the euro brands are now entrenching themselves in EVs (see those #s)....

 

All the car companies are terrified of Tesla. They are hoping the Cybertruck flops...

 

does tesla ever periodically ask potential customers to confirm they're still interested from their ancient deposits?

i don't see it flopping because 'tesla' but i hope it flops because i don't want to see these ugly angled refrigerators barreling down the road.

 

As ugly as they are, I hope the Cyber Truck succeeds. It's the perfect FU to legacy automakers if they flood the streets. Plus I'll be able to take pics and post them here

 

I have a day 1 cybertruck reservation, and have not been asked to reconfirm interest since paying the reservation deposit

 

FORD MUSTANG MACH-E LEASES NOW CHEAPER THAN TESLA MODEL 3

"The 2023 Ford Mustang Mach-E Select, in particular, is currently available with a 10,500 mile-per-year lease deal of $429 for 36 months with $4,790 due at signing, which is available through July 31st. That’s a full $70 less than last month’s lease deal of $499 with $5,279 due at signing, which reduces the effective monthly cost of the lease from $646 per month down to $562 – an $84 difference. Plus, leasing a Mach-E becomes even more attractive for customers that qualify for the current 0 percent lease rate and $1,000 in factory lease cash"

"Perhaps more notably, however, that $562 total monthly cost also makes the Ford Mustang Mach-E cheaper to lease than the Tesla Model 3, which is advertised with the same $426 monthly rate, albeit with an upfront cost of $5,624 – which brings its effective monthly total to $585, or $23 per month more than the base Mach-E"

https://fordauthority.com/2023/07/fo...tesla-model-3/

 

Volkswagen All-Electric Car Sales Improved To Almost 95,000 In Q2 2023

The Volkswagen ID.4/ID.5 duo was responsible for more than 63% of the BEV sales volume

Volkswagen Passenger Cars report that its global car sales during the second quarter of 2023 amounted to 1,203,200, which is 13 percent more than a year ago. The total volume in the first half of the year was 2,224,700 (up 7.2 percent year-over-year).

Volkswagen's all-electric car sales increased even faster, reaching roughly 94,800 units in Q2 - nearly 52 percent more than a year ago. That's not a record, but it is the third-best quarterly result so far (behind 95,300 in Q4 2021 and 118,000 in Q4 2022). The BEV share out of the total sales amounted to 7.9 percent (compared to 5.9 percent in Q2 2022)



Volkswagen Passenger Cars BEV sales in Q2 2023:

• Volkswagen ID.4/ID.5: 59,300
• Volkswagen ID.3: 26,200
• other models: 9,300
• Total: 94,800 (up 52% year-over-year) and 7.9% share
  including 6,690 ID.4 (up 303%) in the United States

https://insideevs.com/news/678768/vo...-sales-2023q2/

 

It helps that they qualify for the full $7,500 rebate. I hope that they get their issues straightened out soon, as the id4 really is a nice driving vehicle. It should be especially appealing to those looking for a replacement for their ICE CUV's, like a CR-V and RAV4. It's not intimidating to just get in and drive, like a Tesla can be.

 

My wife's uncle has an Audi E-Tron, which is basically an ID4 and they are really nice and have especially good suspension setup. A Tesla is only intimidating from a distance, once you actually get behind the wheel the anxiety goes away...unless you are my wife

 

The E-Tron also has 4 window switches, unlike the id4's 2. That's one of the dumbest cost saving moves I've ever seen. It also has real buttons and switches, and not just capsense controls on the steering wheel and dash.

 

Multiple New Electric Models Selling For Thousands Under MSRP

In general, EV prices are drastically lower than they were this time last year

"With the global semiconductor shortage seemingly over and interest rates rising, new car demand is beginning to fall. Hence dealers are beginning to sell plenty of models at or below MSRP"

"A new study by iSeeCars has revealed that the average price of a new car is 8.5 percent above MSRP, versus 10.2 percent in July 2022. However, plenty of desirable electric models are now available under MSRP"

https://insideevs.com/news/679256/mu...es-under-msrp/