Was Toyota right? Lagging EV sales

My understanding is:

• Tesla continues to grow production, sales, and manufacturing efficiency
• Non-Tesla EVs in the USA are accumulating in dealer parking lots
  • Poor Price-Performance
  • CCS-1 charging
  • Dealers
• Restrictions on $7500 tax credit to USA manufactured EVs

Bob Wilson

 

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Since Tesla doesn't have a conventional dealer network, comparisons are difficult, but Elon's outfit appears to be experiencing a buildup in unsold inventory as well.

 

There are many interpretations for this graph from the article:

• Tesla runs special deals at the end of each quarter and 2023 ones were especially sweet.
• Having potential Tesla buyers fill up on the June deals, there will be a rebound due to fewer wishful buyers.
• It looks like inventory levels are returning to near normal levels.

One frequent TeslaQ claim are there is 'no or low Tesla demand.' Using cherry picked data and wishful thinking, the next quarter, Tesla blows them away. Yet the TeslaQ crowd never goes back and corrects their earlier, failed claims.

Use the Tesla quarterly report numbers and you'll be on solid ground.

Bob Wilson