CoverDrive
@coverdrive12.bsky.social
Retired automotive engineer. Immune to pop science. If the women don't find you handsome, they should at least find you handy.
"Some days the 420 just doesn't last as long."
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November 20, 2025 at 5:51 PM
"Some days the 420 just doesn't last as long."
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🚨 Tesla China Production - October Update
Gigafactory 3 produced 70.7k units in October.
2025 on track to be 10% down from 2024.
Follows a 4% decline from 2023.
9200 units added to inventory.
Exponential growth will have to wait.
Gigafactory 3 produced 70.7k units in October.
2025 on track to be 10% down from 2024.
Follows a 4% decline from 2023.
9200 units added to inventory.
Exponential growth will have to wait.
November 15, 2025 at 6:43 PM
🚨 Tesla China Production - October Update
Gigafactory 3 produced 70.7k units in October.
2025 on track to be 10% down from 2024.
Follows a 4% decline from 2023.
9200 units added to inventory.
Exponential growth will have to wait.
Gigafactory 3 produced 70.7k units in October.
2025 on track to be 10% down from 2024.
Follows a 4% decline from 2023.
9200 units added to inventory.
Exponential growth will have to wait.
🚨 Tesla China Retail/Export – October Update
CPCA provided a breakdown of the October wholesale numbers.
35,491 were export and 26,006 were domestic retail.
Export down 14.1% YTD, retail down 8.4%.
Lowest retail month in 3 years! In light of the YL launch, this was unexpected.
CPCA provided a breakdown of the October wholesale numbers.
35,491 were export and 26,006 were domestic retail.
Export down 14.1% YTD, retail down 8.4%.
Lowest retail month in 3 years! In light of the YL launch, this was unexpected.
November 10, 2025 at 7:18 PM
🚨 Tesla China Retail/Export – October Update
CPCA provided a breakdown of the October wholesale numbers.
35,491 were export and 26,006 were domestic retail.
Export down 14.1% YTD, retail down 8.4%.
Lowest retail month in 3 years! In light of the YL launch, this was unexpected.
CPCA provided a breakdown of the October wholesale numbers.
35,491 were export and 26,006 were domestic retail.
Export down 14.1% YTD, retail down 8.4%.
Lowest retail month in 3 years! In light of the YL launch, this was unexpected.
If the chariots are powered by vintage Harleys, count me in.
November 5, 2025 at 8:20 PM
If the chariots are powered by vintage Harleys, count me in.
🚨 Tesla China Wholesale - October Update
61,497 units sold from the Shanghai factory in Oct.
YTD is down 10.2% from 2024, unlikely to improve.
Domestic/Export data not yet available.
Insurance reg's not published for the past 2 weeks, but it looks like 3/4 of the units were domestic sales.
61,497 units sold from the Shanghai factory in Oct.
YTD is down 10.2% from 2024, unlikely to improve.
Domestic/Export data not yet available.
Insurance reg's not published for the past 2 weeks, but it looks like 3/4 of the units were domestic sales.
November 5, 2025 at 5:39 PM
🚨 Tesla China Wholesale - October Update
61,497 units sold from the Shanghai factory in Oct.
YTD is down 10.2% from 2024, unlikely to improve.
Domestic/Export data not yet available.
Insurance reg's not published for the past 2 weeks, but it looks like 3/4 of the units were domestic sales.
61,497 units sold from the Shanghai factory in Oct.
YTD is down 10.2% from 2024, unlikely to improve.
Domestic/Export data not yet available.
Insurance reg's not published for the past 2 weeks, but it looks like 3/4 of the units were domestic sales.
Let the Tex-odus begin!
I'm just not sure how the 100% tariff applies. Like if someone wants to move to Texas, they have to bring a friend who is then handed over to the state?
I'm just not sure how the 100% tariff applies. Like if someone wants to move to Texas, they have to bring a friend who is then handed over to the state?
November 5, 2025 at 4:39 PM
Let the Tex-odus begin!
I'm just not sure how the 100% tariff applies. Like if someone wants to move to Texas, they have to bring a friend who is then handed over to the state?
I'm just not sure how the 100% tariff applies. Like if someone wants to move to Texas, they have to bring a friend who is then handed over to the state?
Apparently the 50% tariff on Brazil has not resulted in lower coffee prices in the United States. It seems that a larger tariff might be required.
November 2, 2025 at 3:57 PM
Apparently the 50% tariff on Brazil has not resulted in lower coffee prices in the United States. It seems that a larger tariff might be required.
I find it stunning that SpaceX, despite self-funding 90% of the program, still had $2B left over to invest in xAI. They must be rolling in dough.
October 31, 2025 at 4:00 PM
I find it stunning that SpaceX, despite self-funding 90% of the program, still had $2B left over to invest in xAI. They must be rolling in dough.
🚨 Tesla Revenue and Earnings - Q3 Update
By selling 50k units from inventory in Q3, Tesla was able to record revenue in the quarter. But earnings aren't keeping pace. Q4 should see a decline in both.
By selling 50k units from inventory in Q3, Tesla was able to record revenue in the quarter. But earnings aren't keeping pace. Q4 should see a decline in both.
October 25, 2025 at 3:40 PM
🚨 Tesla Revenue and Earnings - Q3 Update
By selling 50k units from inventory in Q3, Tesla was able to record revenue in the quarter. But earnings aren't keeping pace. Q4 should see a decline in both.
By selling 50k units from inventory in Q3, Tesla was able to record revenue in the quarter. But earnings aren't keeping pace. Q4 should see a decline in both.
The clock is ticking at Tesla. Musk is in a race to transfer as much wealth as he can to "O'Rourke Enterprises" (x.AI). That's the only way his fortune survives.
October 23, 2025 at 5:57 PM
The clock is ticking at Tesla. Musk is in a race to transfer as much wealth as he can to "O'Rourke Enterprises" (x.AI). That's the only way his fortune survives.
One thing I’ve learned while driving across Michigan is that it’s the last place on earth where you can still see Pontiac Aztecs in the wild. My trip earlier this week was no exception. First Aztec spotted at mile marker 6. @bustedride.bsky.social
October 22, 2025 at 3:56 PM
One thing I’ve learned while driving across Michigan is that it’s the last place on earth where you can still see Pontiac Aztecs in the wild. My trip earlier this week was no exception. First Aztec spotted at mile marker 6. @bustedride.bsky.social
It could be that Berlin production is being prioritized for export early in the quarter. So far this year, 25% of Berlin production has been exported outside of the EU/UK. Data comes from Troy Teslike's spreadsheet.
October 19, 2025 at 3:47 PM
It could be that Berlin production is being prioritized for export early in the quarter. So far this year, 25% of Berlin production has been exported outside of the EU/UK. Data comes from Troy Teslike's spreadsheet.
🚨 Tesla Shanghai Production Update
Production at GF3 recovered back to a normal level in Q3. But because of a weak first half, production is still down 9.5% YTD.
Also of note, inventory has been whittled down to a normal EOQ level.
Production at GF3 recovered back to a normal level in Q3. But because of a weak first half, production is still down 9.5% YTD.
Also of note, inventory has been whittled down to a normal EOQ level.
October 18, 2025 at 5:22 PM
🚨 Tesla Shanghai Production Update
Production at GF3 recovered back to a normal level in Q3. But because of a weak first half, production is still down 9.5% YTD.
Also of note, inventory has been whittled down to a normal EOQ level.
Production at GF3 recovered back to a normal level in Q3. But because of a weak first half, production is still down 9.5% YTD.
Also of note, inventory has been whittled down to a normal EOQ level.
Wait - didn't Musk put the NTSB on the DOGE death list?
October 16, 2025 at 4:58 PM
Wait - didn't Musk put the NTSB on the DOGE death list?
Kristi Noem even pickup up an event t-shirt.
October 8, 2025 at 4:31 PM
Kristi Noem even pickup up an event t-shirt.
🚨 Tesla Production and Inventory - Q3 Update
Tesla deliveries in Q3 were bolstered by expiring US incentives and inventory that was added during the first half of the year.
Beyond that, production has been stagnant for three years. In fact, 2025 production YTD is running 7% behind 2024.
Tesla deliveries in Q3 were bolstered by expiring US incentives and inventory that was added during the first half of the year.
Beyond that, production has been stagnant for three years. In fact, 2025 production YTD is running 7% behind 2024.
October 2, 2025 at 5:10 PM
🚨 Tesla Production and Inventory - Q3 Update
Tesla deliveries in Q3 were bolstered by expiring US incentives and inventory that was added during the first half of the year.
Beyond that, production has been stagnant for three years. In fact, 2025 production YTD is running 7% behind 2024.
Tesla deliveries in Q3 were bolstered by expiring US incentives and inventory that was added during the first half of the year.
Beyond that, production has been stagnant for three years. In fact, 2025 production YTD is running 7% behind 2024.
🚨 Tesla China Insured - Q3 Update
We have data indicating Tesla retail sales in China for Q3.
Insured units for weeks 27-39 totaled 165,350.
Up 35k from Q2, but down 16k from Q3 last year.
YTD down 6% compared to last year.
Unlikely to match last year's sales total in China.
We have data indicating Tesla retail sales in China for Q3.
Insured units for weeks 27-39 totaled 165,350.
Up 35k from Q2, but down 16k from Q3 last year.
YTD down 6% compared to last year.
Unlikely to match last year's sales total in China.
September 30, 2025 at 5:17 PM
🚨 Tesla China Insured - Q3 Update
We have data indicating Tesla retail sales in China for Q3.
Insured units for weeks 27-39 totaled 165,350.
Up 35k from Q2, but down 16k from Q3 last year.
YTD down 6% compared to last year.
Unlikely to match last year's sales total in China.
We have data indicating Tesla retail sales in China for Q3.
Insured units for weeks 27-39 totaled 165,350.
Up 35k from Q2, but down 16k from Q3 last year.
YTD down 6% compared to last year.
Unlikely to match last year's sales total in China.
Starlink slashes prices 👀
September 25, 2025 at 7:31 PM
Starlink slashes prices 👀
🚨 Tesla China Wholesale - Aug Update
Sales improving, but still behind last year's pace.
Domestic/Export mix estimated from insurance data.
Sales improving, but still behind last year's pace.
Domestic/Export mix estimated from insurance data.
September 7, 2025 at 12:52 AM
🚨 Tesla China Wholesale - Aug Update
Sales improving, but still behind last year's pace.
Domestic/Export mix estimated from insurance data.
Sales improving, but still behind last year's pace.
Domestic/Export mix estimated from insurance data.
I woke up to find out that civil war has been declared. Don't you need Congress approval for that?
September 6, 2025 at 5:07 PM
I woke up to find out that civil war has been declared. Don't you need Congress approval for that?
Not more than this, I hope.
September 5, 2025 at 7:55 PM
Not more than this, I hope.
This is the effectiveness of Trump's phase one action.
September 4, 2025 at 5:41 PM
This is the effectiveness of Trump's phase one action.
But recent numbers look worse.
This is the Tesla plant utilization in the first two quarters of this year.
This is the Tesla plant utilization in the first two quarters of this year.
August 30, 2025 at 4:36 PM
But recent numbers look worse.
This is the Tesla plant utilization in the first two quarters of this year.
This is the Tesla plant utilization in the first two quarters of this year.
Some follow up data summarizing Tesla plant utilization.
In the most recent 4 quarters, this is what plant utilization looked like.
In the most recent 4 quarters, this is what plant utilization looked like.
August 30, 2025 at 4:36 PM
Some follow up data summarizing Tesla plant utilization.
In the most recent 4 quarters, this is what plant utilization looked like.
In the most recent 4 quarters, this is what plant utilization looked like.
4/4
Observation - Troy’s European and Export numbers don’t add up to the production number. So either there are exports that he’s unable to track, or Tesla is building inventory.
Question – Is Tesla obligated to maintain a min production volume at Giga-Berlin? If so, this could blow up quickly.
Observation - Troy’s European and Export numbers don’t add up to the production number. So either there are exports that he’s unable to track, or Tesla is building inventory.
Question – Is Tesla obligated to maintain a min production volume at Giga-Berlin? If so, this could blow up quickly.
August 29, 2025 at 9:16 PM
4/4
Observation - Troy’s European and Export numbers don’t add up to the production number. So either there are exports that he’s unable to track, or Tesla is building inventory.
Question – Is Tesla obligated to maintain a min production volume at Giga-Berlin? If so, this could blow up quickly.
Observation - Troy’s European and Export numbers don’t add up to the production number. So either there are exports that he’s unable to track, or Tesla is building inventory.
Question – Is Tesla obligated to maintain a min production volume at Giga-Berlin? If so, this could blow up quickly.