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...“This is what the US government wanted to see from the beginning and is the result of its recent industrial policy of giving subsidies for localised production.”...
...It has continued to cut prices for its most popular models as unsold-vehicle inventory piles up: that measure rose to 28 days of supply from 15 days a year ago....
Elon Musk seeks to appease the market after 40% stock slide
Electric-car maker’s public policy unit also being disbanded as chief announces in memo hundreds more jobs to be cut
...While the company pointed to several issues that blighted the first quarter, including disruption in the Red Sea supply route that forced its Berlin plant to halt production, former executives and analysts...
...Such is the rapid growth in demand for AI services from start-ups such as OpenAI and Anthropic, as well as from large corporate customers, that many necessary components including chips and power supplies...
Investors want to know whether electric-car maker is in the midst of a major change in direction
US carmaker reclaims crown as world’s largest seller of battery electric cars after Chinese rival suffers bigger drop
...Additional reporting by Sylvia Pfeifer in London and Stephen Morris in San Francisco...
...Tesla has 28 days of unsold supply, up from 15 days last year. This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
...The fierce competition and smaller profits are also affecting companies in the EV supply chain — notably battery makers....
...Turkish companies already play a role in Airbus’s supply chain, with more than 30 providing a range of components....
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
...Jessica Morris, author of the report and a fellow at the Nuffield Trust, said the findings should serve as a warning to politicians in the run-up to the general election expected later this year....
...The world’s second-biggest economy is Tesla’s biggest market outside the US and a vital part of the supply chain for its electric vehicles....
...A version of this article was first published by Nikkei Asia on April 19 2024. ©2024 Nikkei Inc. All rights reserved....
...China is Tesla’s biggest market outside the US, a vital part of the supply chain for its EVs and of growing importance as a regional export hub....
...These are hard calls and we’re in no position to forecast the EV supply-demand balance....
...But it has not been willing to fund a new supply chain for mass car production. Scrapping a project with high upfront costs makes sense. Competition has grown. Tesla has been forced to cut its prices....
...Luca de Meo, Renault’s chief executive, has called for the EU to adopt an Airbus-like approach to EV production, with more industrial co-operation and public investment....
...In response, the leadership is trying to rejig China’s military-industrial complex....
...Spirit is a crucial industrial partner in the Northern Ireland Advanced Composites and Engineering Centre, a research lab located next door....
...Spirit supplies Boeing with the fuselage to the 737 Max, and Boeing comprises nearly two-thirds of its business....
...Gaining an early edge with its fully vertically integrated supply chain, BYD is now facing competition from not only traditional carmakers and EV start-ups, but also Big Tech companies that are angling for...
...He has spent years tying the company’s fortunes to China and built a supply chain that is heavily dependent on factories in Shenzhen and Zhengzhou — although the company is now trying to diversify manufacturing...
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