Yesterday

TSLA: 277.38

-0.07
Stock Chart

Yesterday, we reported on Elon Musk killing any hope of a head-up display in the Model 3, which leaves only hope for autonomous driving and the mysterious “spaceship-like” steering controls to explain the lack of an instrument cluster.

We have now learned that the designer in charge of the Model 3’s steering wheel is responsible for the praised interior of Porsche’s Mission E. expand full story

March 28

TSLA: 277.45

7.23
Stock Chart

As we reported last week, Elon Musk did everything but confirmed that the Tesla Model 3 will not feature a head-up display (HUD). Today, he went a step further and completely confirmed that there will be no HUD. The CEO seems confident that people will not mind:

It either shows extreme confidence in Tesla’s ability to deliver fully self-driving with ‘Tesla Vision’ on the new hardware or we might still get a surprise with the supposedly ‘spaceship-like steering controls’ of the Model 3. expand full story

March 27

TSLA: 270.22

7.06
Stock Chart

The state of New York has finally released all the details of its new electric vehicle incentive plan, which has been formally announced earlier this month and will start officially on April 1st.

They decided to go with tranches that take into account both range and price. Only a few vehicles, like the Tesla Model 3 and the Chevy Bolt EV, will take advantage of the full $2,000 incentive. expand full story

9to5toys 

Tesla plans for the launch of the Model 3 to increase its overall production by a factor of 3 by the end of the year. The company has been betting on several expansions around its Fremont factory in order to prepare for the production ramp up.

In December, the city of Fremont approved important expansion plans submitted by Tesla, which the automaker refers to as ‘Tesla Master Plan’, back in October. The plan includes the addition of several new buildings that will almost double the size of the already giant electric vehicle factory – 5.3 million square feet to 9.9 million square feet.

Additionally, the company just finalized a lease for 3 massive warehouses located 20 miles from the Fremont plant and adding 1.3 million square feet to its operational space in the Bay Area. expand full story

March 25

TSLA: 263.16

8.38
Stock Chart

In this week’s top stories: New Tesla Model 3 details and the first release candidate video, Chevy Bolt EV, a hybrid Ford F-150, BMW’s electric vehicle plans, Gigafactory 1 aerial shots and much more.

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Yesterday, we were blessed with an always appreciated and unusually long Tweetstorm by Tesla CEO Elon Musk. He shared a few new details about the Model 3 and its rollout, but I feel like the main point that transpired from the Tweetstorm is that Musk is trying to down-sell the Model 3 and push the Model S instead.

It’s something that he already said Tesla is attempting to do when potential customers show interest in the Model 3 for which the company already has a backlog of ~400,000 reservations – he called it “anti-selling the Model 3′ in a recent conference call with analysts, but it was never clearer than in the series of tweets he sent out yesterday. expand full story

9to5mac 

March 24

TSLA: 263.16

8.38
Stock Chart

After almost a year of rumors and speculation, Elon Musk did everything but confirmed today that the Tesla Model 3 will not feature a head-up display. Interestingly, Musk didn’t offer any alternative for the instrument cluster and instead, he said that drivers don’t need the information as much due to autonomous driving. expand full story

Elon Musk is not done with his Tweetstorm today on his way to Cape Canaveral in Florida for SpaceX’s upcoming launch. After confirming that the Tesla Model 3 will not be available with all-wheel-drive dual motors at launch and releasing a video of the first Model 3 release candidate drive, he now talks about the upcoming vehicle’s battery pack.

He confirmed that with the energy density of current battery cells and modules, the Model 3’s shorter wheelbase only allows for battery packs up to 75 kWh. expand full story

Elon Musk has released the very first images of the very first Tesla Model 3 release candidate. As we reported last week, Tesla started production of release candidate Model 3 vehicles, which are cars made almost entirely on production machines in order to test both the production process and the vehicles themselves.  expand full story

9to5google 

Bad news for early Tesla Model 3 reservation holders who were hoping to order the vehicle with dual motor all-wheel-drive. Tesla CEO Elon Musk said that the dual motor Model 3 will not be available “until next year”.  expand full story

As Tesla is getting closer to bringing the Model 3 to production, we are learning of more contracts from suppliers. Earlier this week, we reported on an Austrian company announcing that they secured an order of high-power cables for the Model 3.

Now we learn of Pegatron Technology reportedly landing an order of control computers for the Model 3. expand full story

March 23

TSLA: 254.78

-0.23
Stock Chart

Even though Tesla CEO Elon Musk already announced that the company aims for the Model 3 to score 5 stars in every safety category, Morgan Stanley’s Tesla analyst Adam Jonas says that the vehicle’s safety could be an underrated feature that will give the vehicle a competitive edge.

Jonas sent a new note to clients today and referred to the Model 3’s safety features as an ‘ah-hah!’ moment when the car will launch later this year. expand full story

March 21

TSLA: 250.68

-11.24
Stock Chart

Since any delay would complicate their plans, the eyes of over 400,000 reservation holders are currently on Tesla’s Model 3 production program. In order to reduce the risk of delays, Tesla is running a rigorous sourcing program for the upcoming all-electric vehicle, which made a victim earlier this year when a supplier was stung by a $100 million parts cancellation by Tesla.

But those reservations also facilitate the sourcing since suppliers are encouraged by the large backlog and another supplier announced having won an important contract for the Model 3 this week. expand full story

9to5toys 

Consumer insights and data analytic firm J.D. Power conducted “multiple focus groups of Tesla owners and an in-depth evaluation of Tesla models against competitive vehicles by automotive research experts”.

Based on their research, they released a new report highlighting the fact that quality and reliability issues are currently not affecting the perception of Tesla owners, but they warned that it could change for the Model 3, which they see as aimed at the mass market instead of “early adopters” for the Model S and X. expand full story

Ben Sullins from the Youtube channel Teslanomics – the same who brought us the new travel tool for Supercharger costs – build a new interesting data visualization tool about Tesla. This time it’s about demand for likely options on the Tesla Model 3.

Unsurprisingly, the Autopilot is most popular option among reservation holders and maybe a little more surprising, a majority of Tesla Model 3 reservations holders in the US want a battery upgrade over the base “more than 215 miles” option. expand full story

March 20

TSLA: 261.92

0.42
Stock Chart

Tesla’s fleet keeps racking up mileage. Back in October, we reported on Tesla reaching the 3 billion electric mile milestone and the company’s global fleet has managed to add 500 million in less than 3 months – bringing the total to 3.5 billion in December.

Over the weekend, the fleet reached another milestone on “the Road to the Next Billion”: 4 billion miles. expand full story

9to5mac 

March 18

TSLA: 261.50

-0.55
Stock Chart

In this week’s top stories: Tesla Model Y renders, Model 3 production & delivery process, Google’s Project Sunroof Data, and EV news from Lucid Motors, BMW, and Volvo.

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March 17

TSLA: 261.50

-0.55
Stock Chart

Big changes are ahead for Tesla with the upcoming massive increase in the number of vehicles in its fleet due to the launch of the Model 3. Additional Superchargers, Service Centers, sales reps and other infrastructure will be needed to support the new fleet.

With a backlog over 400,000 reservations and a planned production rate of 5,000 cars per week by the end of the year, even the process of delivering the Model 3 could take an incredible amount of work hours and ultimately crowd the stores and service centers.

CEO Elon Musk apparently has a solution and plans to significantly reduce the time it takes for new customers to take delivery. expand full story

March 16

TSLA: 262.05

6.32
Stock Chart

Tesla has its fair share of naysayers who don’t think they can deliver the Model 3 at the $35,000 price point. BMW’s head of sales and marketing, Ian Robertson, joined those naysayers this week and cast some doubts on Tesla’s promises. expand full story

9to5google 

We recently reported that Tesla disclosed being currently in the process of building Model 3 “beta prototypes” ahead of the start of production in July. We mentioned that they are cutting it close with just 4 months left before production, but we now learn that they are actually referring to those vehicles as “release candidates”.

Tesla CEO Elon Musk made the comment during a conference call with a select few investors earlier today. He commented in more details about Tesla’s plan for bringing the Model 3 to production.  expand full story

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