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Tesla (TSLA) announced its production and delivery numbers for the second quarter of 2023, and the automaker has crushed expectations with deliveries of over 466,000 electric vehicles.

Earlier this week, we reported that Wall Street was expecting another record quarter for deliveries from Tesla, with a consensus of 448,000 vehicles.

That’s up from Tesla’s previous record of 422,000 vehicles, which the automaker achieved in Q1 2023.

Today, Tesla released its official Q2 2023 delivery and production numbers.

The company confirmed that it delivered over 466,000 vehicles during the quarter – significantly higher than expected:

  Production Deliveries Subject to operating lease accounting
Model S/X 19,489 19,225 8%
Model 3/Y 460,211 446,915 5%
Total 479,700 466,140 5%

Obviously, Model 3 and Model Y are still the vehicle programs driving Tesla’s sales and deliveries, but the Model S and Model X have also seemed to recover since the product refresh two years ago.

The number of vehicles in inventory and transit added during the quarter is also lower than in recent quarters, with only about 13,000 vehicles added to the tally.

Tesla generally references vehicles in transit in its production and delivery press release, but it didn’t this time.

It could mean more vehicles are in inventory instead of transit this time. Sources familiar with the matter told Electrek that Tesla came under its delivery goal for North America, which could explain this.

Tesla is now at 888,000 vehicles delivered during the first half of 2023, and it will need less than 1 million vehicles delivered in the second half to achieve its guidance of 1.8 million vehicles delivered in 2023.

Electrek’s Take

That’s a great performance. Congrats to everyone involved. It’s wild that Tesla is now delivering almost half a million vehicles per quarter.

There were a lot of naysayers for a long time that didn’t see that coming.

While it has been one of the largest by valuation for a while now, Tesla is becoming one of the largest automakers per volume, and it is doing it with only electric vehicles. That’s incredible.

Now price cuts have helped Tesla achieve this record this quarter. It will be interesting to see how bad it hurt the gross margin and if Tesla can stay marginally profitable with those lower prices.

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Amazon puts first electric semi trucks into ocean freight operation

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Amazon puts first electric semi trucks into ocean freight operation

Southern California truck spotters will have plenty of electric semi trucks to watch out for as Amazon adds fifty Class 8 EVs to its commercial fleet.

The fully electric Volvo semi trucks purchased will haul both heavy cargo containers and customer package loads in Amazon’s first- and middle-mile operations in California. The trucks will join the hundreds of last-mile electric vans from Ford and Rivian that are already delivering packages across the golden state.

These are the first-ever electric trucks in the company’s ocean freight operations, also known as drayage operations. They’ve already started hitting the road at the ports of Los Angeles and Long Beach, with a dozen expected to be in service by the end of the year.

“We’re proud to launch our largest fleet of electric heavy-duty vehicles yet in California,” said Udit Madan, vice president of Worldwide Amazon Operations. “Heavy-duty trucking is a particularly difficult area to decarbonize, which makes us all the more excited to have these vehicles on the road today. We’ll use what we learn from deploying these vehicles as we continue to identify and invest in solutions to reduce emissions in our transportation network, and to impact sustainability in the trucking industry more broadly.”

Amazon picks Volvo VNR Electric semi

Volvo VNR Electric heavy-haul Class 8 BEV; via Amazon.

Amazon’s electric semi of choice this time is the Volvo VNR Electric. These class 8 trucks have a range of up to 275 miles with a gross combined vehicle weight rating (GVWR) of 82,000 pounds. The heavy-duty Volvo trucks ship with a number of safety features that will be familiar to Volvo Car owners, including active collision mitigation, blind-spot detection, lane departure warning, lane keeping assist, and adaptive cruise control.

Altogether, the Volvo VNRs Amazon just added to its fleet are projected to travel more than 1 million miles each year with zero harmful carbon and diesel particulate emissions coming out of their exhaust pipes.

Electrek’s Take

Volvo VNR Electric in oceanside drayage operation; via Amazon.

On the one hand, Amazon is making a big deal out of buying electric drayage trucks – which isn’t really big a deal in 2024, since that’s a legal requirement at this point. You literally can’t buy a new, internal combustion drayage truck in California as of this year.

That said, I’m a “celebrate every positive change” kind of guy, and the people who live and work around Amazon’s operations will be literally and figuratively breathing easier with these trucks in operation. As such, I’m willing to give California Governor Gavin Newsom a victory lap.

“California continues to lead the way in setting world-leading climate goals. No other state has created the kind of environment where Amazon and other businesses can lead on sustainability and take major steps forward like deploying this fleet of electric trucks,” said Gavin, in a statement. “California’s climate action continues powering our economy and creating jobs.”

SOURCE | IMAGES: Amazon.

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Polestar 2 lease price drops to $299 a month thanks to new $10k discount

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Polestar 2 lease price drops to 9 a month thanks to new k discount

Thanks to the $10,000 Polestar Clean Vehicle Incentive introduced last week, 2024 Polestar 2 lease prices are now over $120 a month cheaper.

CarsDirect reports that through May 31, the 2024 Polestar 2 Long Range Dual Motor can be leased for $299 for 27 months with $3,299 due at signing. 

The auto research portal says that’s a $50 drop in the monthly payment with $2,050 less required at signing. As a result, the effective cost fell $126, from $547 per month to $421 before taxes & fees.

The Polestar 2 Dual Motor – list price $55,300 – is a much better deal to lease than the Single Motor model – list price $49,900 – because amazingly, they have the same lease price. That’s basically a free upgrade to the Dual Motor model.

The Polestar 2 first made its debut in 2019 as the automaker’s first fully electric car. It launched in mid-2020 and the milestone 150,000th car rolled off the assembly line in August 2023.

The Polestar 2 is expected to be phased out in 2027, and company says the Polestar 7 will succeed it.

Click here to find a local dealer that may have the Polestar 2 in stock. –affiliate*

Read more: 2024 Polestar 2 first drive: Dual motor shines on the road, but the single motor’s range is a big win


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When will Tesla cars be capable of unsupervised full self-driving (SAE Level 5)?

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