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Tesla China sees estimated 11,670 insured units in December’s first week

Credit: Tesla Asia/Twitter

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Recent estimates from China suggest that Tesla has seen insurance registrations of 11,670 units during the first week of December. The number is roughly in line with the expectations of TSLA bulls who are closely following the company. 

From November 28 to December 2022, China’s NEV sales based on insurance registrations were estimated at 129,000 units. That’s up 36.7% year-over-year and up 5% from the previous week, according to estimates from industry watchers in China. 

Estimates also suggest that China’s overall vehicle sales were at 387,000 for the week. From this number, internal combustion engine-powered cars were estimated to account for 258,000 units. BYD and Tesla saw strong sales during the week, with 40,243 and 11,670 units registered, as per a report from CNEV Post

While 11,670 units is a step down from the insurance registrations from the fourth week of November, which stood at over 16,000 units, it is an improvement from the first week of the previous month. For context, Tesla China saw insurance registrations of 11,195 vehicles in the first week of November. 

Tesla bulls have responded positively to the update from China, with noted EV watcher @TroyTeslike noting that insurance registrations of about 12,000 units in the first week of December would be in line with expectations. Tesla China’s sales may see a surge in the following weeks, however, especially as the country eases up on its Covid restrictions. 

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Tesla China’s December numbers would have to be record-breaking for them to exceed expectations since the electric vehicle maker sold a record 100,291 domestically-made cars in November. With such results, Cui Dongshu, the secretary-general of the China Passenger Car Association (CPCA), estimated that Tesla China’s annual sales for the year could hit about 750,000 on its own. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk responds to Tesla Supercharger shutdown on NJ Turnpike

Elon Musk says the New Jersey Turnpike Authority’s decision to decommission 64 Tesla Superchargers ” sounds like corruption.”

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MINISTÉRIO DAS COMUNICAÇÕES, CC BY 2.0 , via Wikimedia Commons

Tesla CEO Elon Musk has responded to Tesla being required to decommission and shut down over 60 Superchargers on the New Jersey Turnpike, a move that was announced late last week.

We reported late last week that Tesla was being required to decommission 64 Superchargers on the New Jersey Turnpike as the governing body of the toll road had chosen a sole, third-party company to provide EV charging solutions. This decision requires Tesla to eliminate its current Superchargers on the Turnpike, one of the country’s heaviest-traveled roads.

Tesla to lose 64 Superchargers on New Jersey Turnpike in controversial decision

The New Jersey Turnpike Authority (NJTA) requested that Tesla shut down the 64 charging stalls as a result of its new partnership, something that many are confused by, considering the company’s Superchargers are accessible to many different car companies and not only Teslas.

Additionally, Tesla’s Supercharger Network has gained a reputation for being one of the most reliable, with an incredibly high rate of upkeep.

With these details being known, the NJTA is still choosing to go with another supplier, not even allowing Tesla to keep its already-built Superchargers active, something that would be widely beneficial to EV drivers as a whole.

Musk believes the move is a sign of corruption:

While there is no explicit evidence that this is being done as a retaliatory response to Musk or Tesla specifically, it does seem extremely odd that the NJTA is not allowing the company to keep already-built and active Superchargers available to EV drivers.

Tesla has prepared for this decision for several years already, as it knew this was a possibility. It built 116 other charging piles near the Turnpike, giving drivers access to reliable charging piles.

It would not be a surprise if there was some sort of political motivation behind the removal of Tesla Superchargers on the Turnpike. Politicians have already shown that they are willing to be very vocal about their distaste for Musk and Tesla.

Minnesota Governor and former Vice Presidential Candidate Tim Walz has been very up front about his disdain for the company and its CEO, especially as Musk took a stab at the Federal level with the Department of Government Efficiency (DOGE).

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Tesla bails on crucial piece of India production, aims to rely on imports

Tesla is not keen on establishing an entire production facility in India, and will instead focus on importing.

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Credit: Narendra Modi | Twitter

Tesla is bailing on a crucial piece of the puzzle that would likely enable the production of its vehicles in India, and will instead rely on imports, a bold strategy in the broader scheme, as the country has prioritized local manufacturing in an effort to bolster its economy.

The automaker has dragged its feet to commit to a localized production strategy in India, something that seemed to be the only pathway to a mass market presence in what is the most populous country in the world.

However, Tesla has evidently made a decision on what its plans for the market will be. It seems apparent that it still wants to sell vehicles in India and establish a presence there, but it will not do it in what many would consider a more traditional sense: building vehicles domestically. This is something the company has sparred with the Indian government on for several years.

Now, it’s made up its mind.

During a press conference earlier today, India’s Heavy Industry Minister, Shri Kumaraswamy, confirmed Tesla’s plans for how it will penetrate the massive Indian market, and it will not be doing so through domestic manufacturing:

Kumaraswamy indicated that Tesla has no interest in building cars in India, but it wants to establish some presence there, especially with showrooms, allowing citizens to see and drive the cars they could buy from the company.

The move comes as India has made major progress in reducing the import duties that have frightened many automakers from doing business as importers. India’s massive import duties on vehicles built in other countries doubled prices, which is a significant reason for Tesla’s delay in entering the market.

India is considering a reduction to just 10 percent from 100 percent, which would be significant for companies like Tesla, which are doing whatever they can to enter the market without feeling the impact of the duties.

Electric vehicles made up just 2.5 percent of sales in 2024. There were 4.3 million vehicle purchases in India last year.

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Tesla to lose 64 Superchargers on New Jersey Turnpike in controversial decision

Tesla is set to lose 64 Superchargers on the extremely busy and congested New Jersey Turnpike.

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Credit: Tesla

Tesla is going to lose 64 Superchargers on the New Jersey Turnpike after a decision by the Turnpike’s governing body was made not to renew its contract with the automaker.

On Friday, Tesla revealed that the New Jersey Turnpike Authority (NJTA) had officially decided to choose a sole third-party provider for its electric vehicle infrastructure. This resulted in the NJTA not renewing its contract to keep Tesla Superchargers on the toll road.

The NJTA also requested, with its decision not to renew with Tesla, that the company decommission all 64 Supercharger stalls, an unprecedented decision that will remove these plugs from the turnpike, making charging more scarce on the busy roadway.

Tesla detailed the situation on Friday:

“The New Jersey Turnpike Authority (“NJTA”) has chosen a sole third-party charging provider to serve the New Jersey Turnpike and is not allowing us to co-locate. As a result, NJTA requested 64 existing Supercharger stalls on the New Jersey Turnpike to not be renewed and be decommissioned.”

Tesla said it has been preparing for the potential that the Turnpike Authority would make this decision for three years by building 116 Superchargers nearby to still supply drivers with reliable charging infrastructure.

The company also noted that its Trip Planner would adjust automatically.

There were also efforts to maintain a relationship that would benefit both the Turnpike and EV drivers who use it.

Tesla said it offered the NJTA various “above-market commercial items,” like an offer to build Superchargers at all New Jersey Service Plazas with equipment upgrades like screens and adapters for those companies who have gained access to its charging piles but need to utilize the NACS and CCS1 plugs.

The decision is one that seemed to baffle the company, especially as infrastructure is one of the biggest concerns among EV skeptics:

“Tesla always advocates for more infrastructure and co-location with additional third-party charging providers. This drives down costs through optionality, and accelerates EV adoption by having sufficient capacity to shoulder peaks. We expect that ~30 times more fast-charging capacity is needed to get to full EV adoption. NJTA’s decision to remove, rather than add, critical charging infrastructure is a setback for New Jersey’s EV adoption goals of 100% Zero-Emission New Car Sales by 2035. It removes Turnpike access to the most reliable (99.9% uptime), least congested (<1% waiters) and cost-effective (~30% lower $/kWh) charging. “

The company said it was more than willing to invest in Turnpike sites if the Authority or New Jersey Governor Phil Murphy wanted to reverse the decision.

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