Hi Friends,

Even as I launch this today ( my 80th Birthday ), I realize that there is yet so much to say and do. There is just no time to look back, no time to wonder,"Will anyone read these pages?"

With regards,
Hemen Parekh
27 June 2013

Now as I approach my 90th birthday ( 27 June 2023 ) , I invite you to visit my Digital Avatar ( www.hemenparekh.ai ) – and continue chatting with me , even when I am no more here physically

Wednesday, 17 May 2023

Elon Musk, Welcome to Tesla’s Toughest Test

 


 

Context :

Tesla restarts India market talks with new factory proposal      Reuters  /  17  May 2023

 

 

Extract :

Tesla Inc has proposed setting up a factory in India to build electric cars for domestic sale and export, the carmaker told government officials on Wednesday, according to a source with direct knowledge of the matter.

The proposal comes after India refused to agree to Tesla's request last year to lower the import tax on cars, which can reach as much as 100%. India wanted the carmaker to build vehicles locally but Tesla wanted to test the market first with imports and the talks ended in deadlock.

While Tesla did not discuss lower import taxes with Indian officials, it proposed setting up a new factory, albeit without specifying a location or investment, said the source, who declined to be named as the talks were private.

Making cars locally aligns with Indian Prime Minister Narendra Modi's pitch to attract companies with his "Make in India" campaign, especially as companies look to diversify their supply chains beyond China.

Senior Tesla executives are in India this week to meet the government to discuss local sourcing of parts and other issues, Reuters reported on Tuesday.

Tesla met officials from Modi's office and other ministries on Wednesday, said the person and another source familiar with the matter.

Tesla did not respond to Reuters' request for comment.

The electric carmaker's renewed interest in India comes nearly a year after it put on hold plans to sell cars in the country after failing to secure lower import taxes, which its CEO Elon Musk said are among the highest in the world.

Tesla had hired a local team and began a search for showroom space, but that was also abandoned last year.

The meeting comes weeks ahead of Modi's visit to the United States in June.

 

MY  TAKE  :


Ø  ELON , You have missed the Bus / by 5 YEARS  ……………………..  15 Feb 2022

 

 

Ø  Will Tesla follow Apple ?............................ [ 23 May 2017 ]

 

Extract :

 

Dear Elon :

 For immediate approval ( in 24 hours ) , pl submit your PMP as follows :

 

2017-18  :

Set up factory next to Mundra Port ( Gujarat ) to facilitate world-wide exports

  

2018-19  :

Source locally , Tyres / Chasis / Body / Electricals  / Windows / Dashboards ..etc

 

2019-20   :

Manufacture in your own factory , Li-ion Battery  / Wall-mounted Powerpack Storages / Solar Roof Tiles

 

2020-21  :

Manufacture  RFID Sensors - Cameras – GPS locators

 

2021-22   :

Augmented Reality  Devices  /  Autonomous Navigation Devices ( Radar – Lidar  )

 

 

Now , it is very possible that neither Shri Gadkariji , nor Shri Goyalji , would be satisfied with such a slow PMP , spread out over a period of 5 years

  

They may , well request  Elon to cut it down to 3 years

 

Reducing custom duty ( from current 110 % to 40 % - as requested by TESLA and some other foreign manufacturers , would not make any dent in India’s Electric car market, as can be seen from :

 

To beat OR not to beat ?........................... [ 29 Dec 2020 ]

 

At the most , those imported cars ( selling for Rs 40 lakh + , even with 40 % duty

 ), could have sold 3,000 numbers out of Indian market of 3 MILLION  !


That is not the point


Point is simple :

Ø  TESLA must come to India with a firm commitment for Local Manufacture


Ø  There was nothing difficult for TESLA to accept the Phased Manufacturing

    Program suggested by me above, some 5 YEARS back


Ø  The PMP announced by GOI, last week ( shown above ) is almost

   IDENTICAL  to my 2017 proposal

    

 

With regards,

Hemen Parekh

www.hemenparekh.ai     /   18  May  2023

 

Related Readings :

Ø  Import Duties : Time to get Rational  …………………………. 27 July 2021

 

Ø  ENABLE ELON TO CATALYSE !  ……………………………………..15 June 2017

 

 

 

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