Uh oh, more delays for Cybertruck? Fallout from Russian invasion of Ukraine.

[JBee]

Sure. That's why the Ukrainian supplier can get out of the contract as their employees scramble to avoid bombs.

Force majeure. The same way we got out of our contracts when hosting an event during the pandemic would have killed dozens of people.

-Crissa

Trying to prove yourself wrong now?

What exactly do you want me to do now??? ? ?

Sponsored

 

[Tinker71]

Not as big of problem as it may appear. Sorry for the sober moment but, More concerned about the people than an inert gas. Please, donate to a trusted charity.

If we want to help Ukraine we need to "carpool for Ukraine" This needs to be a worldwide campaign. If we could drop gas consumption by 10% in each country, this would help offset the world use of Russian oil. This would reduced the inflationary geopolitical pressures and help the sanctions be more effective and take their toll faster. Flying Ukrainian flags is a joke.

Anything that affect the chip shortage will eventually effect the CT.

 

[CyberGus]

Translation:

I hereby challenge
Vladimir Putin
to single combat

Stakes are Ukraine

 

[CyberGus]

Best reply:

 

[JBee]

If we want to help Ukraine we need to "carpool for Ukraine" This needs to be a worldwide campaign. If we could drop gas consumption by 10% in each country, this would help offset the world use of Russian oil. This would reduced the inflationary geopolitical pressures and help the sanctions be more effective and take their toll faster. Flying Ukrainian flags is a joke.

Anything that affect the chip shortage will eventually effect the CT.

If you're lucky it is 5%. They might produce 11% of the worlds oil but they use half of it themselves, send some to China etc, so that only leaves 5% to export that affects the west. Further from what I understand supplies have not yet stopped to the west, of which most goes to Europe, although they are talking about reducing their dependence on Russian oil its still coming in. USA has stopped, but thats not that much in the grand scheme of things, and it is definitely not proportional to the oil price increase.

 

[TruckElectric]

 

[TruckElectric]

Excerpt from Handlesblatt article: 'Several economists also gave an assessment: "The Ukraine crisis is hanging over the German economy like the sword of Damocles," said Commerzbank chief economist Jörg Krämer. “The problem is not German exports to Russia, which only account for two percent of all German exports. Instead, an escalation of the Ukraine crisis is causing great uncertainty, which is poison for the economy.”'
https://www.handelsblatt.com/politi...lation-auf-ueber-sechs-prozent-/28100748.html

Even though this is reference to the German economy the U.S. will be engulfed as well. We live in a global economy. There will be a domino effect.

 

[firsttruck]

Excerpt from Handlesblatt article: 'Several economists also gave an assessment: "The Ukraine crisis is hanging over the German economy like the sword of Damocles," said Commerzbank chief economist Jörg Krämer. “The problem is not German exports to Russia, which only account for two percent of all German exports. Instead, an escalation of the Ukraine crisis is causing great uncertainty, which is poison for the economy.”'
https://www.handelsblatt.com/politi...lation-auf-ueber-sechs-prozent-/28100748.html

Even though this is reference to the German economy the U.S. will be engulfed as well. We live in a global economy. There will be a domino effect.

If there is a pattern from what happened with 2020-2021 covid19 economic slump, it will be legacy ICE auto that takes a larger hit while Tesla & 100% EVs makers continue to grow even faster.

 

[TruckElectric]

EVs makers continue to grow even faster.

I would agree except.........chips.

 

[Crissa]

I would agree except.........chips.

There's a simple math problem here that gets weird results.

If you plan on 10% growth, so you order 110% chips next year, then l0% of your order doesn't show up... 0.1*110=11; 110-11=99 ... You've now just shrunk 1%.

But the guy who planned on growing 50% ordered 150%. He also lost 10%: 0.1*150=15 150-15=135. He still grew 35%.

And the guy who planned to double his company...

-Crissa

 

[firsttruck]

I would agree except.........chips.

Only short term problem for Tesla. Tesla's total volume is still much smaller than what is used by BIG ICE for ICE production (that is declining) but Tesla EVs has higher profit margins than BIG ICE EVs so Tesla can outbid BIG ICE for chips and still Tesla make profit.

BIG ICE profit will get squeezed more.

 

[Klaxon]

Tesla on a street of Mariupol after bombardment

 

[JBee]

Only short term problem for Tesla. Tesla's total volume is still much smaller than what is used by BIG ICE for ICE production (that is declining) but Tesla EVs has higher profit margins than BIG ICE EVs so Tesla can outbid BIG ICE for chips and still Tesla make profit.

BIG ICE profit will get squeezed more.

Do you have figures on profit margins in comparison to ICE? Would be interesting to see.

 

[Crissa]

Tesla on a street of Mariupol after bombardment

Now that's a dirty Tesla.

-Crissa

 

[TruckElectric]

Now that's a dirty Tesla.

-Crissa

You can't wash it either LOL ?

Sponsored