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You’re contradicting yourself. First you say it’s because of initiatives and then it’s because of where Tesla allocates their production. I fully agree that regulatory credits were big part of that growth and drop, in Netherlands. But the story that sticks to people is wrong one, that Tesla dominates Netherlands and demand for them is huge, and Tesla is posed to dominate all markets in the world. It was demand for free money from government. And while one can argue that other governments will have similar initiatives, that will allow Tesla to play this game for years, competition in EV space is growing, so they’re unlikely to get such a big piece of pie there. There was no regulatory change in Norway. Tesla brand got pretty badly bruised, with lots of stories in Norway about subpar service. And, most importantly, real competition arrived, while their portfolio is aging (model 3 is 3 years old design, model y is model 3 with a lift kit, and model s/x are way way due for redesign). But I do see your point, that this all can be attributed to Tesla being production constrained. Except, that Tesla keeps on dropping prices and offering initiatives to push more sales. Why not push more cars to one of the wealthiest nation on earth (Norway), where EV are ridiculously competitive to ICE cars, due to taxes? Why instead keep on dropping prices, while company is pushing really hard to be profitable? |