As of February 14, Tesla sent 13 cargo ships in 2022: 11 in January and 2 during the first two weeks of February. From January numbers, nine cargos were from Giga Shangai and two from the San Francisco Harbor proving the great pace rate of the Chinese GigaFactory.
The 9 shipped cargos represent the second best month, only behind last October, where 11 cargo ships were sent from Giga Shangai. The production capacity and output of the GigaShanghai continue to increase, driving the midstream production and prosperity to continue to rise without signs of downward disturbance. On the other hand, San Francisco Harbor sent only 2 ships in January, indicating that the Fremont factory is still far from meeting strong demand in the North American market.
During the first two weeks of February, two cargo ships were sent to Europe, and if we assume an average of about 3,500 vehicles per ship, than Tesla exported around 30,000 vehicles in January.
Tesla’s U.S. official website shows that Model 3 Delivery date is May and Model Y is August (China, Model 3, Model Y is expected to be June). After delivering 936k vehicles in 2021, Tesla’s production is expected to be around 1.8 million vehicles in 2022 and and 2.7 million in 2023, up 92% and 50% year-on-year.
Through the reverse delivery cycle of the official website, assuming that the production capacity level in December is maintained, it is expected that the current Model 3 + Y order size of Shanghai factory is more than 280,000, the model 3 order size of the US factory is more than 80,000 vehicles, and the model Y order scale is 16 More than 10,000 vehicles.
Tesla announced earlier this week that non-Tesla vehicles can now charge at all Superchargers in The Netherlands via Tesla app (version 4.2.3 or higher). The Netherlands is the third European country where the company allows other electric vehicles to use Tesla’s chargers after France and Norway.
The Chinese Passenger Car Association (CPCA) said on Monday that Tesla sold 59,845 Chinese-made cars in January. Tesla produces Model 3 sedan and Model Y sports multifunctional cars in Shanghai, and sold 70,847 Chinese-made cars in December. The Tesla Model Y topped China’s premium SUV segment in 2021 with approximately 169,853 units sold from January to December last year.
The company added that the Non-Tesla Supercharger pilot is currently limited to EV drivers who live in the following countries: The Netherlands, France, Norway, Germany and Belgium. Tesla’s drivers have access to the lowest Supercharger pricing compared with other clients from other EV makers.
Launched in November 2021, Non-Tesla Supercharger pilot will “continue to expand to new sites and countries in support of our mission to accelerate the world’s transition to sustainable energy.” “Access to an extensive, convenient and reliable fast-charging network is critical for large-scale EV adoption. That’s why, since opening our first Superchargers in 2012, we have been committed to rapid expansion of the network. Today, we have more than 30,000 Superchargers worldwide.” — Tesla added.