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This paper starts out with a silly tidbits, but is really about a minor subject and a major subject. The former is one of the most important individuals in the history of the U.S. Electric Utility Industry, and the major subject is, you guessed it, Tesla, Inc.


John Benson's picture

Thank John for the Post!

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John Benson's picture
John Benson on Jul 3, 2019 3:50 pm GMT

About an hour after I posted this paper, an update from Teslarati via Twitter hit my in-box. It is linked below.

Matt Chester's picture
Matt Chester on Jul 3, 2019 4:44 pm GMT

Nothing but pure BEVs: No internal combustion (IC) vehicles, no hybrids, no range extended EVs, not even any fuel cell powered vehicles (which Elon refers to as fool's cells), just battery electric vehicles. This greatly simplifies the design and components that must be built or procured.

This is a compelling point, and one Tesla Inc. understood from the beginning. As evidenced anectdotally by Chevrolet discontinuing it's plug-in hybrid EV, the Volt, so it could focus solely on the fully electric Bolt, I think the industry might be catching up to this understanding

John Benson's picture
John Benson on Jul 3, 2019 6:41 pm GMT

Thanks for the comment, Matt.

I wanted to get this posted as soon I got some 2nd quarter deliveries, so I skipped a comment I was planning to include. The only other EV manufacturer with significant U.S. BEV deliveries compared with Tesla is Nissan with the Leaf, which has over 100,000. However Nissan has major problems now (with Japanese politics). All other manufacturers are just taking baby steps now. In an earlier post I predicted that it take 4 to 5 years for any other manufacturer to catch up to where Tesla is now. But, of course, Tesla will not be standing still, as witnessed by their Gigafactory 3.



John Benson's picture
John Benson on Jul 9, 2019 9:16 pm GMT

I just got the U.S.-only second quarter EV deliveries for Tesla. This is 53,975 EVs (combined Model 3, Model X and Model S). By the way, I get these numbers from:

One problem was that their spreadsheet stopped displaying with my default browser, IE. Today I tried using Edge (my other browser) and it worked OK.

I will update the PDF for this paper and try to reattach it to this resource.


John Benson's picture
John Benson on Jul 9, 2019 9:33 pm GMT

I successfully updated the PDF. It now includes the second quarter U.S. Sales.


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