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They announced in the Q4 earnings that the target for 5k/week is the end of Q2 (End of June). They reiterated that they are on track for this in the Q1 earning
by mcot2 8y ago
They announced in the Q4 earnings that the target for 5k/week is the end of Q2 (End of June). They reiterated that they are on track for this in the Q1 earnings call. The Bloomberg tracker is accurate but it usually lags by a few weeks and the production has been volitale over the last several weeks as they had two planned retooling stopages in May.
They also won’t admit it publically but all indications are that they are approaching 200,000 total sales in the U.S. which triggers the phase out of the federal tax rebates. It’s a little complicated but this may mean they build cars in Q2 but push some deliveries to early Q3 and also deliver more to Canada. Both of these will affect the tracker as well.
All in all we are likely to see bursts of extrapolated 5k/week in late Q2 and steady 5k/week in early Q3. Don’t be surprised if it’s 4k or even 6k though :).
http://files.shareholder.com/downloads/ABEA-4CW8X0/6295494786x0x970775/34923C55-6853-4223-ADDA-CB3CDC1B919F/TSLA_Update_Letter_2017-4Q.pdf http://files.shareholder.com/downloads/ABEA-4CW8X0/629549478...
- akmarinov 8y ago> and also deliver more to Canada. Just send some to Europe already, please.
- martin_bech 8y agoThat will require different headlights, different onboard charging, different software etc. Shipping some cars, north of the border is much, much easier.
- greglindahl 8y agoDifferent onboard charging, what? So far only China gets a different onboard charging interface from Tesla.
- martin_bech 8y agoIn Europe type 2 is the standard EV connector, and the cars can charge on 3 phases, when charging from AC. Fun Fact, first and second generation European Model S, dont have autoclosing charge ports, because the cargeport is bigger.
- greglindahl 8y agoOIC. So just like China, Europe forced Tesla to not ship an external adapter, but to build it into the car. BTW, the initial US Model S didn't have an auto-closing port. That was only added after the "snake" video was published.
- martin_bech 8y agoYes i know.. i have a euro spec 85D which is missing the auto-closing port. While its a feature on the US cars.
- digikata 8y agoAccelerating deliveries could be correlated with accelerating refunds. The faster Tesla chews through the deliveries, the faster it will encounter people on the wait list who hit a decision point of pulling the trigger on a Tesla 3 or not.