Tesla needs to deliver a record-breaking ~17,000 units in the last quarter of the year to achieve the low-end of its 2015 delivery guidance of 50,000-55,000 vehicles. Since the company now sells more cars in Europe than in North America or Asia, Model S deliveries in European markets are more important than ever.
Here’s our November 2015 look at Model S deliveries based on registration data in Tesla’s most important European markets: Expand Expanding Close
Based on registration data, Tesla delivered 225 Model S’s in Norway last month – up from 198 units in October and 202 in November 2014. The company recently ran in some troubles in Norway after Model S owners expressed concerns over the way Tesla is reporting the power output of the car, especially the Dual Motor version. Tesla is now in mediation with over 150 Model S owners in the country over these concerns.
Dieselgate is starting to significantly impact Volkswagen’s sales in the US. The company published its November reports this week (see below) and the company suffered a 24.72% average decrease across all models.
The all-electric e-Golf is one of the rare model bringing the average up, but sales haven’t really increased since the scandal. They delivered 472 e-Golf units in November, up from 119 during the same period last, but it was the first month of availability in 2014. For a better comparison, VW delivered 596 e-Golfs in October. Expand Expanding Close
Google publishes a report for its self-driving car project once a month, and today — appropriately — the company published the report for November. Today’s report is notably unexciting, but it does mean the end of a two-month streak of the cars being accident-free. That said, the accident that Google details in this report is barely an accident…
Once again, Google wasn’t at fault in yet another fender-bender:
A vehicle approaching from behind came to a stop and then rolled forward and collided with the rear bumper of the Google AV. The approximate speed of the other vehicle at the time of impact was 4 MPH. The speed of the Google AV at the time of impact was below 1 MPH.
Other than this minor accident, which bumps the total number of accidents the cars have been involved in to 17, there’s not much new here. The cars have now driven a total of 1,320,755 autonomous miles, and 955,771 manual miles. The total number of Lexus cars on the road is the same, but there are now 30 prototypes out and about.
You can read the full report for yourself at Google’s website.
Today Nissan released its November US sales report, which reaffirmed decreasing LEAF sales, now down 60% over November 2014. The company delivered 1,054 LEAFs in the US in November versus 2,687 during the same period last year and 1,238 last month.
November brings the year-to-date total to 15,922 units, down from 27,098 during the same period in 2014. Expand Expanding Close
According to the registration data coming in for November in European markets, Tesla delivered 157 Model S’s last month in the Netherlands – up from 145 units in October. The Netherlands continue to be an important market for Tesla. It is the second biggest European market for the company with Norway being the first.
Year-to-date, the company delivered 1,613 cars in the country, which represents a 44% increase versus the same period last year. Expand Expanding Close
The charger connectors, which tether Tesla-issued cables to wall outlets, will be mailed out in the next two weeks, Chief Executive Officer Elon Musk said in an interview today.
“These are very rare events, but occasionally the wiring isn’t done right,” Musk said. “We want people to have absolute comfort, so we’re going to be providing them with an upgraded adapter.”
Tesla fell 2.6 percent to $143.72 at 12:20 p.m.
Tesla also upgraded the Model S firmware last month to prevent cars from drawing too much power from inadequate wiring.
At first blush, you might be thinking (as I had) that this is silly. My house is wired properly so I shouldn’t ever have issues like the person in California whose garage caught on fire after a short in the wiring in November.
But what if you go to a vacation rental or visit the family/relatives for a weekend. Can you be sure that the electrician that did their wiring was competent?
Good on Tesla for covering this; ‘Short sighted’ on investors for seeing this as a sign of weakness and not strength.
