Did tesla just kill the petrol car_ – crikey

That was the reaction of Barclays analyst Brian Johnson over the weekend to news that Tesla Motors had received orders for nearly 200,000 of its Model 3 electric vehicle (EV) in less than two days.

By nightfall on Saturday, that order tally had jumped to 276,000. Electricity measurements units That’s more than US$280 million in zero-cost capital to Tesla, from the US$1000, A$1500 and 1000 euro deposits, and total orders for more than A$13 billion of electric vehicles.

It is — by a long shot — the fastest growing customer order book in the history of the automobile industry (and for a car that will not even enter production for 18 months, and has a price tag of US$35,000).

Barclays’ Johnson says the huge order numbers — more than the monthly sales of General Motors — suggests the tide is turning away from the internal combustion engine. Gas monkey Other analysts agreed.

“Tesla has changed the game again,” said Andrea James, an analyst with Dougherty & Co. AllianceBernstein’s Mark Jones also called it a “game changer”, and so too did Evercore ISI analyst George Galliers.

“To us the vehicle is ‘the game changer’ and will likely play a critical role in Elon Musk’s desire to expedite the auto industry’s transition from internal combustion engine to electric,” Galliers wrote in a client’s note.

It’s hard not to agree with Johnston and the other analysts. Electricity sources in us There could have been no greater demonstration of the latent demand for electric vehicles than the response to the Model 3.

This is not just a Tesla thing, as alluring as the brand might be; it is a sign, noted Johnson and the other analysts, that the days of the internal combustion engine are numbered. 10 ethanol gas problems Some say the internal combustion engine might be over by 2025.

Musk has not played a lone hand in this. Electricity experiments for high school The German automaker VW managed to kill the future of the diesel car when it was forced to admit that its fuel efficiency claims were completely bogus — a development that forced it and other automakers to throw all their efforts into electric vehicles.

Then there are technology developments and environmental concerns. Z gas tijuana telefono China and other countries are trying to kick petrol and diesel cars off the road to try to make their cities more liveable. Grade 9 electricity unit review China’s BYD tripled EV sales to 150,000 in 2015, and expects that number to double each year for the next three years.

India’s roads minister last week was quoted as saying he wanted all cars to be electric by 2030. Electricity projects for 4th graders Norway intends to do this by 2025, and the Netherlands has said it will ban sales of new petrol cars from that date. U gas cedar hill mo And just to add to the mega-themes, Saudi Arabia said it is planning to establish a US$2 trillion sovereign wealth fund by selling off its state petroleum assets in preparation for a world beyond oil.

This, of course, represents a massive disruption to several industries that have dominated world economies and politics over recent decades. Npower gas price per unit The big one is obviously the oil industry, but the whole nature of the auto industry is also being tipped on its head.

Electric vehicles do not just mean a different source of fuel, of electricity over liquids. Electricity usage calculator Tesla has also managed to up-end the whole concept of networks and dealerships, which rely on repairs and maintenance to click over the revenues. Wb state electricity board recruitment That threat explains why some states in the US have refused access to Tesla cars because they won’t play by the rules.

Morgan Stanley analysts wrote in a note that Tesla — despite its many worthy accomplishments — had not yet truly disrupted the auto industry. Save electricity pictures Before last Friday it had been nothing more than a niche player.

“Elon Musk referred several times last night to the important stages of the company’s ‘master plan’, thanking the early owners of the Tesla Roadster for funding the Model S and thanking the owners of the Model S for funding the Model 3.”

And what would that master plan be? According to Morgan Stanley analysts, it’s not actually the volumes that will count. Gas kush Musk’s vision, they say, is for a shared, autonomous electric transport network where revenue is generated through the sales of miles rather than units.

They noted Musk’s announcements during the frenzy of the Model 3 launch on doubling the numbers of stores and superchargers in the next 12 months. Gas leak in house The Morgan Stanley analysts wrote:

“[That] starts to imply some very serious physical numbers of real estate and service assets in the field to support the captive ecosystem of a transportation megafleet.”

“Tesla is shouldering the costs of an ever growing physical network of captive service and free charging. Gas vs electric oven While these costs could be considered partially a marketing expense today, we believe the proprietary network is critical to delivering mobility service-based revenue in the future.”

It is fascinating, though, to see how some in the media are reacting to this. Gas kansas city My copy of The Weekend Australian did not include the story, and neither did my Monday copy.

Really? Maybe that’s because Musk spent two minutes talking about rising CO2 levels and soaring temperatures and the need to do something about climate change. Electricity electricity goodness Clearly, the AFR is still shocked that corporations talk about such things.

As events go, it was as corporate as corporate events can be — slick video, music, displays. Gas house gang Slick products. Gas knife Enough to generate more than 250,000 orders and potential sales of more than $13 billion. Electricity billy elliot backing track If that’s the standard, let’s have more environmental revival meetings.

It’s that kind of thinking, though — that “this is just a fad” etc — that has got the automotive industry into the mess it has been in, along with the media industry, the telco industry, and now the electricity supply industry, and so many sectors disrupted by the internet. Electricity facts for 4th graders (I still remember the former editors of the AFR closing down the first iteration of afr.com more than a decade ago, on the basis that print sales would rebound and the “internet might go away”.)

There are questions about Tesla’s ability to ramp up its production and meet this demand, and how many of these refundable deposits will turn into firm orders, and how much this new model will cannibalise the Model S.

All valid questions. Electricity kanji Musk has already recognised that delivery will be the key and the need to rethink the company’s production plans. Gas density problems This already includes a possible new factory in Europe.

But the shift from the petrol car to the electric car won’t ride on the ability of Musk to implement his strategy. Electricity history pdf The internet didn’t die because some firms that enjoyed early successes later collapsed so spectacularly.

The big story here in the untapped potential of the electric vehicle. Gas national average If his master plan proves too hard, Musk’s legacy will be his ability to make electric vehicles an attractive consumer product, just as Apple did with the laptop and the iPhone.

When Musk began building his Roadsters eight years ago, EVs were seen as something useful for the golf course and the DIY community. Electricity and circuits test Tesla built around 2500 of the those roadsters, and now it has pre-orders of 100 times that sports car’s entire production, two years out.

That, said one observer, surely establishes Tesla as the electric transport catalyst in the history of the world. Duke electric orlando “It really cements them as serious agents of change in the EV realm — exactly what Elon has been pouring his heart and soul into achieving,” said one.