Oil prices have soared, electric vehicles have raised prices, and some speculators have set their sights on orders for the right to buy and sell Tesla cars...
Oil prices have skyrocketed and tram prices have risen
The National Development and Reform Commission released news that since 24:00 on March 17, the domestic gasoline price has been raised by 750 yuan / ton, and the price of diesel has been raised by 720 yuan / ton. Equivalent to the price increase, the price of No. 92 gasoline was raised by 0.58 yuan / liter, the price of No. 95 gasoline was raised by 0.62 yuan / liter, and the price of No. 0 diesel was raised by 0.61 yuan / liter.
This round is the fifth price adjustment in 2022 and the first "five consecutive increases" in the year. Coupled with a price increase at the end of December last year, the domestic refined oil price has "six consecutive rises", setting a record for the largest increase since the new version of the pricing mechanism in 2013.
As a result, the cost of private car owners and logistics companies increases. Based on the calculation of ordinary private cars with a fuel tank capacity of 50L, car owners will spend about 29 yuan more to fill a tank of fuel. For large logistics transport vehicles with a full load of 50 tons, the fuel cost increased by about 24.4 yuan on average for 100 kilometers.
The surge in crude oil prices successfully stimulated global oil prices, and in the United States, the most common 87 Regular gasoline, Shell (Shell) was $5.59 per gallon (equivalent to 9.4 yuan / liter), parity depot Arco was $5.49, and Chevron was $5.89. The membership-based Costco is $5.26 (equivalent to 8.82 yuan /liter). (About 3.785 liters per gallon, the U.S. oil measurement standards are different, and the U.S. No. 87 gasoline is roughly equivalent to China's No. 92.) )
Europe's oil is heavily dependent on imports, along with high fuel taxes. Oil prices in France are now equivalent to more than $7.50 per gallon, far more than California, the most expensive oil in the United States.
Unfortunately for the future of oil prices, Pierre Andurand, founder of the well-known oil hedge fund Andurand Capital Management LLP and the "god of crude oil trading", believes that crude oil prices are expected to rise to $200 / barrel by the end of this year as the current supply-tight market is difficult to increase actual production and make up for the lost Supply of Russian crude oil in the market. Oil prices are now far from at a price that hurts demand, he said.
Soaring oil prices have played a role in the tram market, and in autoPacific's survey, 83% of respondents listed cheap charging as the number one reason for choosing electric vehicles. This is also obvious. According to the STATISTICS OF KBB, 80% of electric vehicle owners in the United States are charging at home. According to the U.S. Department of Energy, the current average U.S. electricity price is 13.75 cents per kilowatt-hour, which estimates that a Tesla Model Y that is full of a 75 kWh battery will cost $10.3 (roughly 450 kilometers).
According to the current average U.S. oil price, the price of filling a full cylinder of oil exceeds $50, and it is even close to $70 in California. This means that if oil prices continue to be high, switching to a tram will save more than $100 a month on fuel alone. The more expensive the oil in the region, the stronger the incentive for consumers to change trams. This is also the main reason why California's electric vehicle sales lead the United States.
However, electric vehicles that have suffered from lack of cores and lack of electricity, in the face of soaring demand, can only increase prices.
On March 17, 2022, Tesla announced through its official website that the price of the Model Y rear-wheel drive version model was raised by 15,060 yuan, and the price after the price adjustment was 316,900 yuan, and the price of the Model Y long-endurance and high-performance version remained unchanged
Just three days ago, the domestic Tesla just completed a wave of price increases, Model 3 rear-wheel version, high-performance version and Model Y long endurance, high-performance version of the price increase, the increase of 14,000 yuan - 20,000 yuan range ....
Since the beginning of this year, nearly 20 car companies, including BYD, Tesla, Xiaopeng, Automobile, etc., have raised the price of their products, involving 40 models, almost including most of the mainstream new energy vehicles on the market, many people book cars a few days later, and lament the loss of thousands or even tens of thousands of yuan.
In addition to the price increase, the car pick-up cycle has become longer and longer, which makes many consumers who really want to buy trams feel depressed, and at the same time, it seems that others see the space for speculation.
Tesla's right to pick up the car was transferred at a markup
As car prices climbed, owners of Teslas who booked teslas started the idea of making a difference. According to a car sales source, some Tesla prospective owners openly declared in the circle of friends that as long as they paid him 28,000 yuan, they could transfer the right to pick up the car. The prospective owner said tesla prices are rising and have been picked up for 16 to 20 weeks, but his car can be mentioned at the end of the month.
Under the trend of curiosity, the small editor of one zero society also tried to find the figure of "second-hand Tesla" on the second-hand trading platform such as idle fish, not to mention, it really let us find a lot.
On the idle fish platform, after the author enters "Tesla", there will be a lot of sales information, and the price of "5,000 yuan" is obviously not a car sold, but the legendary Tesla right to pick up the car.
After clicking into an order at random, we found that the seller was actually selling the right to pick up the car. Due to Tesla's sales rules, if the prospective owner pays a deposit, if the price of the car continues to rise thereafter, the cost paid by the owner will not be affected. At that time, if the price is reduced, the owner can pick up the car at a lower new price.
Such a provision seems to have room for speculation, and the business logic of exchanging money for time seems to be smooth, but the idea of the prospective owner is unlikely to come to fruition.
Tesla does not allow pre-order car owners to transfer orders. On March 16, the big V "Han Chao" exposed a Tesla "non-resale commitment letter", which required the owner of one or more cumulative orders to buy multiple Tesla vehicles to sign a "non-resale commitment letter", promising not to resell to a third party within one year, and the violator paid a penalty of 20% of the vehicle's fare.
In this regard, the relevant person in charge of Tesla (TSLA.US) confirmed the authenticity of the "commitment letter of non-resale" to the Red Star Capital Bureau. It said that the "non-resale commitment letter" is a preventive measure in response to the recent phenomenon of individuals buying multiple Teslas at a time on the official website. The purpose is to maintain the fair and transparent car purchase experience of the majority of consumers, and truly protect the rights and interests of consumers, so it will not have any impact on the normal car purchase and overall experience of ordinary consumers.
As can be seen from the above situation, there may be many disputes over the right to buy and sell cars.
In fact, the transfer of new energy vehicle orders is not as easy as imagined. The brand side also has a means to crack down on "scalpers". For example, most models mention in the subscription agreement that the deposit is non-refundable and the order is non-transferable after the user places an order.
But driven by interests, "scalpers" are still everywhere. Although the order cannot be transferred, the buyer and seller can directly transfer the car after picking up the car, so that the consumer still gets the new car, and the scalper only needs to bear the transfer fee of a few hundred yuan.
On the homepage of some "scalper" trading platforms, a post about the sale of popular new energy models has been inquired by hundreds of people. Only one order, up to ten thousand yuan of profit, but the question is that once such a transaction has a problem or dispute, how should it be resolved? For consumers who really intend to buy new energy vehicles, caution is the best way to deal with it.
Editor| Zhang Yi
Audit | Wu Xin