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This is why Tesla doesn't release monthly sales numbers

While most automakers that sell vehicles in the US release a flurry of numbers at the beginning of every month to tell us how many cars and trucks they've sold, Tesla Motors has resisted following the herd. This can be frustrating for those of us who like to look at some cold, hard numbers, but CEO Elon Musk has a good explanation for why he won't play the sales figures game. During a call with investors about Tesla's third-quarter activities – Tesla does reveal its deliveries every three months – Musk was asked by John Lovallo of Bank of America if Musk would ever consider releasing monthly sales numbers? Musk's initial reply was a short: "Um, no. Sorry," but he then explained why: Part of the reason why we don't release the monthly deliveries number is just because it varies quite a lot by region and the media tends to read all sorts of nonsense into the deliveries. So, we'll have 1,000 cars reach a country one month and none the next month or 100 the next month trickle in because those are the numbers that were registered one month versus the next. People will say, 'oh, wow, Tesla sales drop by a factor of 10. Well, no, the boat arrived in January and not all the cars got registered in January and some got registered in February and in March it's back up again. People assume deliveries are a proxy for demand, and that's not the case. It is the case for other car companies but in our case, it really needs to be parsed into orders and deliveries. And bear in mind, there are a lot of things we could do to amplify orders. Orders is not a true measure of demand, it's just a measure of what we need to do to meet our production and deliver number. In other words, let's not worry about the little ups and downs because we've got plenty of demand and we're selling plenty of cars. See you in February! You can read the full transcript of the call here and listen here.

Will the Tesla Gigafactory be too big?

With pro football season about to begin, we thought it appropriate to use a gridiron metaphor: one research firm is estimating that Tesla Motors will outkick its coverage when it comes to the Gigafactory it's planning for the western US, likely Reno, NV. The electric-vehicle maker has said needs the giant battery plant because its annual sales will reach a half-million by the end of the decade. Lux Research is saying the company's EV sales will be closer to about half that. In fact, Lux says, Tesla will have to sell much of its battery-pack production to either other automakers or to entities such as solar-panel makers for their stationary-battery needs because of overcapacity. And with Panasonic footing the bill for a good chunk of the estimated $4-5 billion pricetag for the plant, the battery maker will also be taking a bit of a bath, at least for the first few years. Tesla has said its Gigafactory will help it cut battery costs by about 30 percent by 2020, and could have it up and running as soon as 2017. Tesla spokeswoman Alexis Georgeson said in an e-mail to AutoblogGreen that the company wouldn't comment on the Lux Research report (they're probably busy preparing for this afternoon's Nevada announcement) but you can still take a look at Lux Research's short summary of the report called The Tesla-Panasonic Battery Gigafactory: Analysis of Li-ion Cost Trends, EV Price Reduction, and Capacity Utilization below. The Tesla-Panasonic Battery Gigafactory: Analysis of Li-ion Cost Trends, EV Price Reduction, and Capacity Utilization August 13, 2014 | State of the Market Report Tesla Motors has found initial success in the luxury electric vehicle market, and will look to capitalize on that momentum through aggressive expansion, planning a new 35 GWh lithium-ion (Li-ion) cell production facility. Dubbed the "Gigafactory," it poses a tremendous risk for Tesla and its partner Panasonic, and herein we analyze whether the $5 billion investment is justified by electric vehicle (EV) sales volumes and the interrelated question of breaking through the price floor for Li-ion batteries. We find the Gigafactory will only reduce the Tesla Model 3's cost by $2,800, not enough to truly influence whether this lower-cost EV will be a success or not.

Made in America | These cars top the most-American list

The car with the most American/Canadian content for 2022 is ... cue the drumroll ... the Lincoln Corsair, in both standard gasoline-fueled and plug-in hybrid guise. Both versions of Lincoln's compact luxury crossover earned a score of 86 — due to 72% of its parts coming from one of the two aforementioned countries — in the American University Kogod Business School's annual "Made in America Auto Index." Last year's leader, the 2021 Ford Mustang GT (when equipped with a manual transmission) fell all the way to 22nd place with a 50% rating due to a switch in transmissions sourced from Mexico. In case you're interested, that puts Ford's red-blooded American ponycar below vehicles like the Kia Sorento, Mercedes-Benz GLE-Class SUV and Lexus ES. If you're wondering how an American car that's assembled within the borders of the United States could rank below a model from a Korean, German or Japanese automaker, well, we'll let Kogod explain: "The components of the index are based on research performed by the Center for Automotive Research in Ann Arbor Michigan regarding the economic value of different components of auto manufacturing. For example, the highest ranked cars are made by U.S.-based manufacturers using American engines and transmissions, and with a high AALA percentage of U.S. and Canadian parts." There are 25 total vehicles listed in the Top 10 (there are lots of ties this year). Here's the full list: (1) Lincoln Corsair: 86 (1) Lincoln Corsair PHEV: 86 (2) Tesla Model 3 Long Range: 82.5 (3) Chevrolet Corvette Sting Ray: 81 (4) Chevrolet Colorado: 80.5 (5) Jeep Cherokee Latitude 4x4: 80 (5) Jeep Cherokee Trailhawk: 80 (5) Tesla Model 3 Performance: 80 (5) Tesla Model Y: 80 (6) Dodge Durango Citadel: 79.5 (6) Dodge Durango Blacktop AWD: 79.5 (7) Honda Passport Trailsport: 78.5 (8) Ford F-150 2.7L, 3.3L, 5.0L: 77.5 (8) Ford Ranger: 77.5 (8) Ford Bronco automatic: 77.5 (8) Tesla Model S: 77.5 (8) Tesla Model X: 77.5 (9) Jeep Grand Cherokee Laredo 3.6L: 77 (9) Jeep Grand Cherokee L LTD: 77 (9) Jeep Grand Cherokee Overland 3.6L: 77 (9) Chevrolet Camaro automatic: 77 (10) Honda Odyssey: 76 (10) Honda Ridgeline: 76 (10) Honda Pilot: 76 There's a whole long list of reasons for the above scores, with seven criteria that include factory location, headquarters location and where its various bits and pieces come from.