BYD Profitabilty, Battery Comments, Analyst Notes, EV Credit, UAW, AGI (03.29.23)
Tesla Daily: Tesla News & Analysis
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BYD's Q4 Results
Tesla has updated the language on their site saying that the $7,500 tax credit is anticipated to be reduced by Model 3 or for Model 3 by March 31st. So this matches up with the article we had talked about a week or two ago where apparently Tesla was going to be the rear wheel drive specifically and those lithium iron phosphate cells are produced in China. We do I do think that the gap closed a little bit in Q4. It's going to be fascinating here in Q1 as we have talked about where BYD sales so far in China are running down from Q4 versus Tesla. Obviously increasing from Q4 last year in China.
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