They are primarily battery cell constrained at this point and also limited by not having factories in all geographic regions. They have nearly zero unsold inven

They are primarily battery cell constrained at this point and also limited by not having factories in all geographic regions. They have nearly zero unsold inventory at all times. They will build cars for export to the EU early in the quarter for example. A 30 week delay is extreme but I’d expect 4-8 weeks depending on when the order was placed in a quarter. I’d expect this to last for at least a few more years until 4680 cell production and the Europe and Texas factories are ramped up.