My hat goes off to those Swedish dockworkers refusing to unload Teslas until they negotiate with their local employees.
Incredible solidarity.
(For some reason it’s always my untagged posts that go wide lmao, so here a link: https://www.wired.com/story/tesla-sweden-strike/ )
As far as I understand things from a very brief look… it appears Tesla essentially hires whole car carriers for its shipments.
Those massive ships sitting in port, crewed, powered, and not yet unloaded are going to get incredibly expensive fast.
It’d be hard to put the liability on the shipper here. It’s all Tesla.
Worth keeping in mind that Tesla’s effective margin (RoA) is only 8.03%.
Anything that increases the delivery cost beyond that turns a sale into a loss.
Taco