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Questions bubble up about Tesla Model S sales numbers

Tesla CEO Elon Musk has said that releasing monthly sales numbers allows the media, "to read all sorts of nonsense into the deliveries." He said that with the company's irregular delivery schedule – 1,000 in a country one month, only a handful the next – the spikes and valleys would not give an accurate picture of the company's actual orders or demand. But, when there's no transparency, people will go looking for answers – or nonsense. Daily Kanban found only 17,819 Model S EVs were registered between January and September 2014. Case in point: Tesla Model S sales, which everyone wants to know about but no one is quite sure about. The best we can do is the quarterly delivery numbers that Tesla does release. For 2014, the official numbers released so far add up to 21,821 (1Q: 6,457, 2Q: 7,579, 3Q: 7,785). That's for the first three quarters, or from January through the end of September, and represents global deliveries. But Daily Kanban obtained global data for all sorts of electric cars from JATO and discovered that there were only 17,819 Model S EVs registered around the world between January and September 2014, a difference of 4,002. Previously, Daily Kanban quoted John Lovallo, a research analyst at Merrill Lynch, saying that Tesla might have around 3,000 Model S EVs, "in inventory or in transit," and is curious to know what's going on. While this next comparison isn't perfect because the dates don't match up, we can take a look at sales of the Nissan Leaf to see how the official and JATO numbers compare. Nissan said in the middle of January 2014 that it sold a cumulative 100,000 Leafs and then announced towards the end of November that it had sold 150,000 total. JATO's numbers show that Nissan sold 44,897, globally, between January and September. We certainly don't know if the different between JATO's number and the official Tesla figures represent a delay in how fast people register their cars or if something else is going on. We have asked Tesla for a comment and for more detailed sales numbers, but have not gotten a response. We do know that, while not ideal, monthly sales data can sometimes be quite helpful in figuring out what's going on in the industry.

How Tesla is getting around Michigan's 'no sales' law

A fully-charged Tesla Model S can get from Detroit to Toronto if the driver doesn't have a lead foot. A more important US-Canada city tour would be from Detroit to Windsor, Ontario, which is only a two-mile journey through the Detroit Windsor Tunnel. This is key, because Tesla is thinking some Michigan folks will make that trip to check out the all-electric Model S, perhaps rattling some political cages as well. The California automaker recently drummed up some Detroit/Windsor-area exposure by holding Model S test rides in Windsor, according to CBC News. While the act itself isn't that brazen, it's a not-so-subtle dig at the state that the Big Three US automakers call home and which recently joined the ranks of states that take a hardline approach against Tesla legally selling its vehicles directly to customers. Michigan joined states like Texas, New Jersey, Maryland, Virginia and Arizona requiring the automaker to work through third-party dealerships. Michigan Governor Rick Snyder said that House Bill 5606, "doesn't change current law at all," but if Canada all of a sudden gets a lot of positive attention for being more open and Tesla's online sales rise, perhaps some minds will change.

Tesla pushes hard against Michigan's anti-direct vehicle sales bills

While Tesla has been fighting against direct-vehicle sales bans in a number of states, the California electric vehicle company doesn't ask for help every time it finds itself in a skirmish. Last year, it did send out some ravens calling for assistance in Ohio. It has done so again to deal with a fast-moving situation in Michigan. A new bill, House Bill 5606, would not allow a vehicle manufacturer to "directly or indirectly own, operate, or control a new motor vehicle dealer." It would also prevent Tesla from opening one of its we're-not-selling-cars-here 'galleries' in the Mitten State. Local news station WSJM talked to State Representative Aric Nesbitt (who introduced the bill) and he maintains that the bill is not "anti-Tesla at all." It just clarifies other laws, he said, adding that "if Tesla wants to have a real debate on current structure and state statute, I look forward to sitting down and meet[ing] with them, but them spreading lies about my bill, that's not a constructive use of their time." Lies, eh? Tesla did call the legislation "harmful to consumers" and described the way it says the bill came about in somewhat conspiratorial terms: On the last day of the legislative session, the dealers managed to make a last-minute change to the bill in an attempt to cement their broader retail monopoly. Using a procedure that prevented legislators and the public at large from knowing what was happening or allowing debate, Senator Joe Hune added new language in an attempt to lock Tesla out of the State. Unsurprisingly, Senator Hune counts the Michigan Automobile Dealers Association as one of his top financial contributors, and his wife's firm lobbies for the dealers. A number of Michigan auto dealers are big contributors to Michigan Governor Rick Snyder, who has yet to announce if he will sign the bill. He has until Tuesday to decide. You can read the full text of Tesla's call for help below. A Raw Deal in Michigan By The Tesla Motors Team October 16, 2014 On October 1, the Michigan Automobile Dealers Association succeeded in passing a bill that is harmful to consumers. The bill, HB5606, was originally a single amendment to existing law designed to ensure that the car dealers can tack additional fees on to the purchase price for all vehicles (from any manufacturer) sold in Michigan. Such fees have a controversial history, are generally regarded with skepticism and have been the subject of consumer concern in other states.