Tesla has just put on the table the sales, like other manufacturers, of its vehicles made in China. In fact, these are official figures released by the China Passenger Car Association. It has sold 56,515 cars in February, including 33,315 dedicated to export. These figures represent a fall of 5.6% compared to those marketed in January, but more than double compared to the same month last year.
Tesla already warned earlier this year that supply chain disruptions would slow production capacity and thus affect its pace of car assembly in the short term.
And it is that a good part of the European demand for Tesla is covered by exports from China and with the increase in production of its Shanghai gigafactory that has been operating since 2019. And let’s not forget that China is the largest electric vehicle market in the world. world.
Added to all this is the increase in the prices of raw materials these days, such as nickel, an essential component for the manufacture of batteries for electric vehicles, which comes mainly from Russia. With the arrival of the war, the ton has even risen, in the London commodity market above 100,000 dollars per ounce.
And it is that a good part of the European demand for Tesla is covered by exports from China and with the increase in production of its Shanghai gigafactory that has been operating since 2019. And let’s not forget that China is the largest electric vehicle market in the world. world.
Added to all this is the increase in the prices of raw materials these days, such as nickel, an essential component for the manufacture of batteries for electric vehicles, which comes mainly from Russia. With the arrival of the war, the ton has even risen, in the London commodity market above 100,000 dollars per ounce.
The good news comes from Germany, from its GigaBerlin, which seems to have been left behind after all the bureaucracy with the conditional license granted for the vehicle and battery plants in Brandenburg. A factory that has been falling behind since last summer halfway between the pandemic, the greens and the problems related to the supply chain. A factory that we remember has cost Tesla a whopping 5,500 million dollars and that could start operating in the coming months.