Production Report Denied, November Sales, Taiwan, FSD Beta, F-150, Twitter (12.05.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 6 December 2022
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ Tesla reportedly denies reports of production reduction in December
➤ CPCA reports wholesale sales numbers for Tesla in November
➤ China reportedly plans to continue loosening Covid-19 restrictions
➤ Tesla delivers first vehicles in Taiwan
➤ November registrations for Germany / UK
➤ Musk comments on FSD v11
➤ Tesla Semi production line report
➤ Interesting Cybertruck design drawing displayed by Tesla
➤ Ford F-150 Lightning sales drop month-over-month
➤ Musk share positive news on Twitter advertisers
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
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| 0:00.0 | Hey everybody, Rob Maurer here. Welcome back to Tesla Daily. Today we are going to |
| 0:11.2 | of course talk more about Tesla in China a lot to discuss there. We also have some interesting |
| 0:15.3 | sales information out of Germany and the UK, updates on the Tesla semi and a few other |
| 0:19.8 | items as well. Alright, looking at the stock Tesla today down 6.4% closing at $182.45, the |
| 0:26.2 | NASDAQ was down 1.9% on the day today. In the absence of other news, wouldn't be too |
| 0:30.6 | surprising to see Tesla down 4% or so on a day like that. But of course plenty of reporting |
| 0:35.2 | on Tesla in China for the markets to be absorbing today as well. So let's jump right into that. |
| 0:39.4 | Of course I had my report on Friday. We'll talk a little bit more about that. But in pre-market |
| 0:43.0 | this morning Bloomberg reporting something similar saying that Tesla plans to lower production |
| 0:46.9 | at a Shanghai factory according to people familiar with the matter and the output cuts |
| 0:50.5 | will take effect as soon as this week said the people and they estimate the move could |
| 0:53.7 | reduce production by about 20% from full capacity, which is the rate at which the factory |
| 0:58.3 | ran in October and November. Reuters around the same time reporting something similar saying |
| 1:02.5 | that Tesla plans to cut December output of the amount of Y at a Shanghai plant by more |
| 1:06.1 | than 20% from the previous month to people familiar with the matter said. And then later |
| 1:10.0 | on, Reuters also added an update saying that late on Monday, the Tesla representative |
| 1:14.3 | that they had reached out to replied saying that this is quote unquote false news without |
| 1:18.6 | elaborating. There was also similar reporting in Chinese media with Shanghai Securities News |
| 1:23.2 | in translation reporting quote in this regard relevant people from Tesla China responded |
| 1:27.6 | to the reporter of the Shanghai Stock Exchange by calling it quote unquote false information |
| 1:32.0 | and quote. So let's hope that is the case. Personally, I would love to have a little bit |
| 1:36.0 | more detail in that response. There are many elements of the report and some parts could |
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