General Vancouver Development Updates II

[chowhou]

Originally Posted by RedArbutus

Sure sales are up (during the biggest oil shock in decades? All EV sales are up), and I agree it's good to look at the facts, but I don't think it's unreasonable for CC to tentatively point to macro-data that's in the news about the direction Tesla is going that might be relevant to their brick & mortar decision making. The fact that they're shuttering half of their model production is one thing; evidence of their years-long corporate pivot towards self-driving, AI, and non-vehicular robotics is yet another.

Again, looking at the facts they're shuttering "half their model production"... to focus on building the models that actually sell. In 2025 Tesla sold approximately 1.6 million cars, and approximately 1.6 million of those were Model 3s and Model Ys. Other models are statistically insignificant and had plummeting sales.

https://www.best-selling-cars.com/brands...sales-by-model-and-outlook-2026-to-2029/

[Spr0ckets]

Originally Posted by chowhou

Some people on the forum are ideologues and choose the facts to meet the narrative rather than the other way around. Anyone with eyes who's watching has seen the rollout of the new Model 3s and Model Ys.

Tesla sales are currently way up, and the recent huge price reductions due to dropping the Chinese tariffs probably went a long way; Not to mention Elon Musk keeping his mouth shut for a while now.

https://driveteslacanada.ca/news/tesla-sales-canada-april-2026/

The sales are up in Canada but down considerably in the market that matters down south that is the US.

First two quarter sales for Tesla in the US were down for the 3rd consecutive year, and they've been on a consistent downward trend since 2023.
Obviously, a large part of that has been the 'Elon mouth'-sized problem they've had to deal with, but overall the EV industry in North America has had a rough go of it with the combined impacts of the Inflation crisis and Tariff wars.

It's an even worse picture for them globally in the non-'Byd-banned' rest of the World where the Chinese automaker is absolutely eating their lunch in both emerging markets and in Europe.
If they weren't banned in the US as well (and essentially facing 100% tariffs), Tesla's sales would be even worse - without question.
Especially with the current war-fueled (pardon the pun) gas price crisis.

Effectively (and ironically) Tesla are currently being propped up in the North American market (...and specifically in the US) by the good old fashioned Federal Government protectionism, - which Americans typically love to bash other countries (especially China) for doing when they too try to protect their own local markets.

[chowhou]

Originally Posted by Spr0ckets

The sales are up in Canada but down considerably in the market that matters down south that is the US.

First two quarter sales for Tesla in the US were down for the 3rd consecutive year, and they've been on a consistent downward trend since 2023.
Obviously, a large part of that has been the 'Elon mouth'-sized problem they've had to deal with, but overall the EV industry in North America has had a rough go of it with the combined impacts of the Inflation crisis and Tariff wars.

It's an even worse picture for them globally in the non-'Byd-banned' rest of the World where the Chinese automaker is absolutely eating their lunch in both emerging markets and in Europe.
If they weren't banned in the US as well (and essentially facing 100% tariffs), Tesla's sales would be even worse - without question.
Especially with the current war-fueled (pardon the pun) gas price crisis.

Effectively (and ironically) Tesla are currently being propped up in the North American market (...and specifically in the US) by the good old fashioned Federal Government protectionism, - which Americans typically love to bash other countries (especially China) for doing when they too try to protect their own local markets.

Even if this was true we're talking about whether it makes sense for Tesla to maintain service centres in Vancouver.

But it's not.

https://www.reuters.com/business/tesla-m...n-markets-recovery-continues-2026-06-01/

https://www.reuters.com/business/autos-t...e-made-ev-sales-rise-394-may-2026-06-02/

The Europeans and Chinese are rapidly returning to buying Teslas.

https://www.teslarati.com/tesla-model-y-south-korea-beats-kia-hyundai/

Teslas are now the most popular car model in Korea beating out Kia-Hyundai.

There are very few markets where Tesla is declining.

Even from your own source, EV sales as a whole are declining in the US, but Tesla declined much less than the industry as a whole and Model Y sales are actually still up (figures the Americans want the SUV more than the sedan).

I find that there's this narrative that Musk is a bad guy so Tesla must be doing badly, and that's just simply not the case.

[Spr0ckets]

Originally Posted by chowhou

Even if this was true we're talking about whether it makes sense for Tesla to maintain service centres in Vancouver.

But it's not.

https://www.reuters.com/business/tesla-m...n-markets-recovery-continues-2026-06-01/

https://www.reuters.com/business/autos-t...e-made-ev-sales-rise-394-may-2026-06-02/

The Europeans and Chinese are rapidly returning to buying Teslas.

https://www.teslarati.com/tesla-model-y-south-korea-beats-kia-hyundai/

Teslas are now the most popular car model in Korea beating out Kia-Hyundai.

There are very few markets where Tesla is declining.

Even from your own source, EV sales as a whole are declining in the US, but Tesla declined much less than the industry as a whole and Model Y sales are actually still up (figures the Americans want the SUV more than the sedan).

....

Literally nothing you've just said disputes anything I did.

I said that Tesla sales in the US are down in the first two quarters for the fourth consecutive year in the US (...from 2023).

They are.

The fact that they declined less than other rival EV's is neither here nor there.
The discussion isn't about other EV's but about Teslas.

And claiming there are very few markets where Tesla is declining, while conveniently ignoring or sidestepping the fact that the one market they're experiencing their biggest declines in sales also happens to be the world's largest market for EV's and for their model in particular,........doesn't really help your argument.

Originally Posted by chowhou

I find that there's this narrative that Musk is a bad guy so Tesla must be doing badly, and that's just simply not the case.

I never made that claim.
I did point out his shenanigans and rhetoric in US politics haven't helped the brand. If anything quote the opposite.

This is a provable fact, and is decidedly the reason why he pulled back from his role in the US government and cut back his constant rhetoric and commentary under pressure from his own board that he focus on the company.

You may want to ignore that any of this has an effect, but their own stock prices and sales will tell a very different story

And pretending like how they decide what to do with their outlet and service locations in Canada has nothing to do with, or isn't affected by how their market in the US is going is,.....IMO,...delusional.

We have plenty of examples in recent years of American companies that either contracted their Canadian locations or shut them down altogether - due to struggles in the American market - despite the Canadian locations fairing quite strongly in comparison.

This isn't to definitely say that the same will happen to them too in this case, but as noted, these are merely the facts.

[jollyburger]

They're also building the 60K square feet facility in Port Coquitlam (no idea what stage it is at).

Canada/US removed a lot of EV rebates as well which probably was a hit on sales too.

I mean if buying Chinese EVs becomes socially acceptable I'm pretty sure Tesla sales will rebound one day

[chowhou]

Originally Posted by Spr0ckets

And claiming there are very few markets where Tesla is declining, while conveniently ignoring or sidestepping the fact that the one market they're experiencing their biggest declines in sales also happens to be the world's largest market for EV's and for their model in particular,........doesn't really help your argument.

Also false, China is the largest market for EVs along with the largest market for Tesla.

I forgot we used to argue about things.

Why would Tesla care about servicing American Teslas in Vancouver? This is extremely roundabout thinking. Were the Americans driving up to get their cars serviced in Canada or something?

[WarrenC12]

Originally Posted by Changing City

It presumably impacts the showroom. Obviously the service requirements for Teslas are still growing, although we're now at the point that independent Tesla service businesses are setting up, so there's no longer a monopoly on service once a warranty has run out.

No, not really. There are 1-2 independent people who can do a certain amount of repairs on a Tesla.

Speaking as an owner of an out of warranty Tesla, 3rd party pricing actually sucks for most things, and I'd want a heavy discount to bother with them. Tesla service is so much better than any dealership experience I've had in the past.

[Changing City]

Originally Posted by WarrenC12

No, not really. There are 1-2 independent people who can do a certain amount of repairs on a Tesla.

Speaking as an owner of an out of warranty Tesla, 3rd party pricing actually sucks for most things, and I'd want a heavy discount to bother with them. Tesla service is so much better than any dealership experience I've had in the past.

I'm glad you find their service is still good; most of the new building is devoted to that. I was thinking of Factor E. They always seem busy - the street is always lined with Teslas (and Polestars - their service centre is on the opposite side of the street).

[Spr0ckets]

Originally Posted by chowhou

Also false, China is the largest market for EVs along with the largest market for Tesla.

And how is Telsa doing in China against their local Byd?

Declining sales or nah?

Score one for you for picking on a nit while ignoring the 500 pound point that was actually being made.
Gold star!

Incidentally, the decline in sales from 2023 to present day is GLOBAL,....not just the US.
That, obviously includes China.
Maybe Canada has been one of the exceptions?

Sooo.

Moot point(?)

Originally Posted by chowhou

....
Why would Tesla care about servicing American Teslas in Vancouver? This is extremely roundabout thinking. Were the Americans driving up to get their cars serviced in Canada or something?

Who made any point about Tesla caring about servicing American Tesla's in Vancouver?

Are they (Tesla) based on a franchised dealership model (in terms of how they're run) or are they a 'direct-to-consumer' model? (i.e...still run from the US despite having locations in Canada?

Answer that question and then it might become clear to you why declining sales and revenues for their cars down south in that bigger market could still have a negative impact on their Canadian locations - even despite the Canadian locations still having comparatively more robust sales.

[chowhou]

Originally Posted by Spr0ckets

And how is Telsa doing in China against their local Byd?

Declining sales or nah?

Originally Posted by chowhou

https://www.reuters.com/business/autos-t...e-made-ev-sales-rise-394-may-2026-06-02/

The Europeans and Chinese are rapidly returning to buying Teslas.

Lol

[whatnext]

Who is still buying cars from this kkklown?

[IMG]em by bcborn, on Flickr[/IMG]
credit: The Independent

[osirisboy]

Exactly! I don’t get it.

[WarrenC12]

Originally Posted by whatnext

Who is still buying cars from this kkklown?

People who aren't driven entirely by virtue signaling.

[madog222]

Let’s not let this slide any further off topic.

[jollyburger]

Article about Quantum Park and the upcoming Metro Vancouver land designation vote. Nothing really new.

https://vancouversun.com/opinion/columni...er-molson-site-beside-the-burrard-bridge

[jollyburger]

Another mini-storage for Burrard Slops/Fairview.

I mean a single colour for the entire facade would be better than what they proposed.



https://www.shapeyourcity.ca/1677-w-2-ave

The buildings seem to still be on the market

https://www.loopnet.ca/Listing/1677-1687-1695-West-2nd-Avenue/31954154/

[city guy]

oh my, reaching new levels of ugly

[MalcolmTucker]

Originally Posted by city guy

oh my, reaching new levels of ugly

Does the plan for the area call for buildings that break up their presence visually or something? That has to be a response to expressed preference.

[Changing City]

Originally Posted by MalcolmTucker

Does the plan for the area call for buildings that break up their presence visually or something? That has to be a response to expressed preference.

No. It's entirely the developer/architect's choice. The architects say " The above-ground mini-storage component is designed with an aesthetic that pays homage to shipping containers - a subtle nod to the area's industrial character." and "The facade is further enriched by a dynamic palette of colored walls and windows. These elements not only reinforce the shipping container motif but also serve to break up the building's volume, adding texture and vibrancy to the overall urban fabric." There's mare architectural 'justification' here.

[MalcolmTucker]

Originally Posted by Changing City

No. It's entirely the developer/architect's choice. The architects say " The above-ground mini-storage component is designed with an aesthetic that pays homage to shipping containers - a subtle nod to the area's industrial character." and "The facade is further enriched by a dynamic palette of colored walls and windows. These elements not only reinforce the shipping container motif but also serve to break up the building's volume, adding texture and vibrancy to the overall urban fabric." There's mare architectural 'justification' here.

Seems to meet the requirements to:

"contribute to the unique industrial character of these areas, complementing the eclectic mix of new and existing industrial and mixed- use industrial-commercial buildings"
"Architecture should reflect the character of the existing industrial context, while considering the historical and the emerging character of the area."
"In the case of opaque facades, treatments can provide visual interest in the form of murals, vertical planting, seating and textured finishes."
"Industrial lanes should provide visual interest by creating engaging facades and murals."

Last thing they want to do is not meet 'interesting' and 'engaging' requirements and have approval delayed or denied.