G. David Felt

So you talk about a year ago rather than current performance? 2023 U.S. Auto Manufacturer Sales Figures | GCBC (goodcarbadcar.net) Tesla is not on here as to the way they release their data, but we now know that Tesla Q1 2023 is 422,875 puts them right under GM, but oh wait that number is globally, not just US only. Where GM's number above is U.S. only. I have no time to dig through it all but others have already. Tesla To Top VW Group, BMW, And Mercedes In US Sales In Q1 2023: Cox (insideevs.com) Tesla sold 180,000 EVs in the U.S. according to inside EVs which puts Tesla behind Nissan Motors for auto sales in 8th place as a U.S. auto company.

As has been stated before, Tesla is slowing down and their dominance while still strong is falling. Lets look at the sales and see where Tesla stands. How Many Teslas Have Been Sold? | Model S, 3, X, Y Sales By Year | Licarco Best increase in sales was 2020 to 2021, an increase of 436,575 Tesla shrunk from 2021 to 2022 with an increase of only 377,629 If we take the Q1 number, 422,875 X 4 = 1,691,500 an increase of only 377,649 staying par with the year before and we are moving into a global recession where big ticket items fall off for people as more move into default on auto loans and home loans. Every where one looks in the financial sector you find the same story, Why Tesla’s Market Share Is Set To Plunge In 2023 (forbes.com) We can then look at the financial side which has been reviewed by many that says the Talk of Musk is not backed up by the actual numbers. Tesla has moved to an interesting Short view to back up a positive spin on falling business. The latest numbers are a 4% rise over Q4 of 2022, but Tesla ignores the rest of 2022 and overall year data. Tesla sales again fall short of production | CNN Business The raw numbers show that Tesla produced 78,000 more auto's than they could ship to customers which made up 5% of their auto's they built or shows they had a -1% not a 4% positive. Q1 2023 is 18,000 EVs less than they produced both in Q4 and Q3 of 2022. Musk refused to answer questions about production versus demand but to quote analysts. “If it wasn’t clear before, it now is, Tesla has a demand problem,” Gordon Johnson, an analyst who is one of the biggest Tesla critics, said in a note Monday. “For four straight quarters, Tesla has produced more cars than they have sold, despite the fact that two of its plants are operating at 20% to 40% utilization, and it shut-down its largest plant, unexpectedly, three times in the first quarter,” said Johnson said, who said he believes Musk has a “pathological problem with the truth.” “In short, no matter what Elon Musk says, Tesla has a serious/major demand problem,” said Johnson. First quarter production was up only 0.2% from the final three months of 2022, despite it efforts to ramp up production in Germany and Texas. Production and sales were up much more when compared to the first quarter of 2022, with production up 44% and deliveries up 36%. But even that suggests that Tesla is below the 50% annual growth target it has set for the company long term. This shows that even if Tesla can hit 1.6 million EVs produced globally this year, they are in stagnation.

As @surreal1272 stated, if your going to post facts include context as your fact posting is not true in the context you have stated of sales. They have plenty of Hummer Sales and they stopped to address a failure in the sealing of the battery pack. Mach-E sales you have posted is a Lie also as you have not looked at the whole picture as Ford has already stated they are projecting 60,000 Mach e sales in North America and even more globally. Ford Expanding Sales of Mustang Mach-E to 37 Countries in 2023 - DBusiness Magazine Ford just built their 150,000th Mach-e at the Mexico plant and has already announced that they are expanding production to 600,000 by the end of 2023. This is where your info is wrong as Tesla just cannot speed up a production line. There is equipment to buy, expansion at said plants, etc. Since Tesla choose to Ignore the Auto Industry on how they build as an example trucks ever 37 seconds, Tesla is doing it their own way and wasting years as it take them massive change over every time they ramp up production. Tesla has even stated that the numbers they are building now in Texas has taken months for them to figure out and move things around to improve the assembly flow of building Tesla Y and now to add the Cyber Truck by the end of the year. Story Quote: The automaker plans to boost annual production from a projected rate of 600,000 Mach-E’s annually by late 2023, and more than 2 million annually by 2026. Tesla has never been able to ramp this fast unlike Ford or GM. BACK TO THE RAM REV. While I am excited that they have their standard 168-kilowatt-hour (kWh) battery pack and an optional 229-kWh large battery pack I have to wonder how heavy the truck will be with the optional 229 kWh battery pack. If GMC Hummer Truck is 10,000 lbs and it has a 200 kWh battery pack, I wonder if the REV will end up pushing 11,000 lbs?

Seems media is now comparing the new generation Prius Prime to what they believed was the best version of this kind of car, the Chevrolet VOLT. Volt had 53 miles of EV range compared to the new Prius Prime with 44 miles of EV range. Review: 2023 Toyota Prius Prime plug-in reboots Volt formula (greencarreports.com)

A hidden time bomb? A 'Big Short' investor sees financial disaster brewing in housing markets (msn.com) Here is part one of the big financial mess we have brewing to hit us that will affect auto sales. Then we have the auto industry and some of the biggest companies are falling down. NO, What A FEELING! Toyota March 2023 Sales Fall Off A Cliff. - AutoSpies Auto News Car Market Outlook: What To Expect In 2023 - Forbes Wheels Pretty much New Auto prices are expected to fall by 5% on average and discounts will start to increase to move old models sitting on the dealer lots as consumers move towards EVs. Heat Pump is great to hear, appreciate you posting about that here as I never will do Facebook.

GM will have more battery capacity than Tesla by the end of this year and has a track record of ramping up production on the assembly line. GM has still stated they see no problem hitting 1 million EVs production by 2025 if not more. VW is the real company to surpass Tesla first I believe and it is proven in the news interviews where VW surpassed their EV sales goals 1 year earlier and are now on track globally to surpass Tesla as early as early 2024. Volkswagen announces five-year plan for EV, software production (electrek.co) Between VW and GM these are the two companies I expect to surpass Tesla in the next couple of years. Then there is the Chinese who already are outselling Tesla in their home market but also these same Chinese companies are expanding into Europe on track to outsell Tesla there by 2025. Yes, I believe Tesla has a big problem with a very stale product line with terrible fit n finish. This on top of as you have pointed out, and pretty much everyone else knows is that Tesla has NEVER DELIVERED on schedule a product. Mexico assembly plant is doubtful it will be online before end of 2025. Ramping up Texas and Germany has not gone smoothly for them. Getting to the fictional numbers @smk4565 stated is going to be hard as more pressure comes on from the Legacy OEMs as they ramp production. Kia EV9 is getting very positive press based on attendees at the NY Auto show. This is going to make it hard if they do price it right from $55 to $60K starting for Tesla to compete as the only thing they have right now is the Tesla X to compete against the EV9. Big price difference and quality on the Kia EVs has been way better than the Tesla's.

@trinacriabob HAPPY NATIONAL BURRITO DAY!!! Course there are more than one way to have a Burrito, my favorite is Breakfast burrito's

Not impressed with what looks to be a huge turning radius for the truck. 3 lanes needed to do a 180 turn. WOW That is like 1980's turning radius of American Trucks. Seems a price war is inevitable and that auto prices are about to drop by summer big time. Oversupply of cars to trigger price war, says UBS (msn.com)

Where is Mercedes $25K EV or $30K EV, better yet where is Mercedes $50K EV Truck? Tesla is the one falling behind, they still have not delivered the Roadster 2.0, have not delivered the Cybertruck $30K model and they say when it does go into production at the end of this year, start of next year they are focusing on the $100K model. Tesla has nothing but CGI Images of an ugly EV car that is supposed to be $25K, but they have failed on every low cost EV yet to date to produce anything but Generic, poor fit n finish, Luxury priced EVs that are slowing down in purchases by the public. Even the investment community doubts they can hit 1.8 million EVs this year let alone 2 million as you like to say they will do. Mercedes, EV FAILURE Tesla, EV Starter that is loosing market share to better built EVs from the Legacy. I am willing to go out and say that in 2025, Tesla will be passed by at least 1 if not 2 legacy OEMs.

Thank you Drew

Was unable to take a picture but saw at the local home here that offers detailing an immaculate 1969 Cadillac Eldorado. Was painted brown, had all the original hub caps. Just Sexy as Hell. Very much looked like this one I found for sale online.

I feel this will be a great year as GM will continue to deliver ICE auto's the public wants and bringing out EVs that the public seems to be excited for. I expect a banner year for GM.

Assembly here for the IRA tax credit. Cannot compete if they produce it in Korea or Japan.

I have looked all over their N.A. media website and no where does it talk about the onboard charging controller. I have to wonder how it compares to the GM 19 kW charging controller. The amount of power that it can pull makes a huge difference and I really hope it does have this properly sized as a 20 kW controller with a Level 2 charger at home should pretty much handle filling up the battery in about 4hrs and about 30 minutes at a DC charger depending on the status of the charger for being able to deliver a full load. Stellantis Media - Ram (stellantisnorthamerica.com)

We are only talking about a year till production. This is nothing to have people get ready to pre-order the truck. I will say I am excited to see if what is in this video is a true pass through door. Very excited for this truck. Love the Huge battery pack, but I wonder what the charge will be for the upsized battery.

Nissan has a new Convertible car concept that will be shown off at Shanghai International Auto Show. Doubt we will ever see it here, but cool car. Seems Nissan is moving forward with a global two motor approach for EVs and ICE Hybrids. Nissan has a 3 in 1 motor for use in EVs and a 5 in 1 for use in ICE Hybrids. Through the X-in-1 approach, Nissan aims to further increase the competitiveness of its EV and e-POWER vehicles. Nissan has developed a 3-in-1 powertrain prototype, which modularizes the motor, inverter, and reducer, which is planned for use in EVs. A 5-in-1 prototype, which additionally modularizes the generator and increaser, is planned for use in e-POWER vehicles. The X-in-1 approach, which covers 3-in-1, 5-in-1, and other possible variants, has been developed to enable EV and e-POWER core components to be produced on the same line. Nissan unveils new approach to electrified powertrain development (nissannews.com)

Very Cool that GM has won a contract to build the next troop transport fast response vehicle. GM Defense Receives Full-Rate Production Decision from U.S. Army for Infantry Squad Vehicle Program (gmdefensellc.com) GM Defense: Driving the Future of Military Mobility | GM Defense L.L.C. (gmdefensellc.com)

So adding up the numbers for Hyundai, Genesis and Kia equal as follows: Ioniq 5 = 5736 Ioniq 6 = 222 GV60 ev = GV70 ev = G80 ev = Kia EV6 = 3392 Kia EV6 GT Genesis has not posted sales for the quarter yet. Kia does not break out the Niro EV sales so no idea what they might be. Based on the numbers to date, I would suspect that Hyundai, Genesis, Kia have surpassed Ford for sure, not sure if they are close to GM yet.

@surreal1272 @ccap41 @smk4565 Todays press release for the EV9 is pretty much a release of what I covered here in the story, but they did add the following to the press release. INTRODUCING THE 2024 KIA EV9: MODERN REFINEMENT AND ALL-ELECTRIC CAPABILITY ESTABLISH A NEW INDUSTRY TOUCHSTONE (kiamedia.com) EV9 Availability The EV9 is expected to debut in the U.S. in Q4 2023, and it is expected to be assembled in West Point, Ga., beginning in 2024, making it the first Kia EV to be assembled locally.* Pricing, timing for U.S. market availability, specific trim details, and EPA-rated AER for the EV9 are subject to future announcements. This pretty much tells us that in Q4 of 2023 we will get pricing on their first made in America EV.

Genesis has released their GV60 EV which is being produced here in the U.S. and said that all models up through the GV 90 EV will be coming as they expand to support EV production in the U.S.

Update, seems GM has taken the #2 spot in the U.S. for EV sales. GM passes Ford to take No. 2 spot in EV sales behind Tesla | AP News GM is now the second-largest EV maker in the US | Engadget January to March EV Deliveries: Tesla - 161,630 GM - 20,670 Ford - 10,866 Volkswagen - 9,658 Hyundai Kia Interesting is that no one says what Hyundai / Kia EV sales are and looking at their quarterly reports, they do not break them out of overall sales. AP News does state that at this time in 2022, EVs made up a 5.8% market share in the U.S. and now 1 year later it is 7.2% or just over 258,000 EVs sold in the U.S for the first quarter putting the U.S. market on track to sell 1 million plus EVs this year.

Love Soup Dumplings. A restaurant that started in 2018 in Bellevue was great, I thought it had shutdown due to the Pandemic and here I read that it became a frozen dumpling company that is now national for eat at home and a actor has become an investor and employee to help sell their frozen soup dumplings. Dumping Company MìLà Just Hired Simu Liu to Help Sell Dumplings - Eater Seattle

These are the idiots that have more money than brains and are showing off in the wrong place. What a waste and yet this is also why these Hellcats will go up in value due to idiots destroying them.

GM and Google have said that you will just need to login with your Google account to sync so that you get what is on your phone on your auto. Seems they think for Apple folks having wireless Bluetooth to connect their phones while asking them to create a google or GM account will be good enough. BIG, BIG, BIG mistake, I think. We have already seen how slow GM is to update their existing Nav systems, I cannot see them once Google gives them the new system staying on top of keeping it as current as the Android phone or Apple Phone.

The researchers from the Illinois Institute of Technology (IIT) and U.S. Department of Energy’s (DOE) Argonne National Laboratory say that the new battery could power an EV for more than a thousand miles (1600 km) and could also someday be used to power domestic planes and long-haul trucks. This Solid-State battery is now to go into production for test units, but at 4 times the energy density of the Tesla 4680 cell, these solid-state batteries are not only safer, but have the ability as the story mentions to change both long haul trucking and airplanes. Scientists hail new battery with 4 times energy density of lithium-ion (thedriven.io)