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You could be right about the inventory, but isn't idling factories the exact opposite of what they're doing if they're smashing production targets?
by jfoster 3y ago
You could be right about the inventory, but isn't idling factories the exact opposite of what they're doing if they're smashing production targets?
- 93po 3y agoshhhh just go with it
- manquer 3y agoBoth could theoretically possible if they have bought on online a lot of factories or lines . This is not the actual case while possible, they have been investing heavily in production capacities in Berlin , Shanghai, Texas etc however they are not so far outstripping demand with new capacity.
- jfoster 3y agoYeah, theoretically of course, but if they were bringing online that degree of manufacturing then they would also match it with higher targets.
- manquer 3y agoBringing capacity online takes years of planning , it is quite possible that market conditions no longer support that kind of growth (recession/more competition etc). Tesla has very aggressive capacity being built in Texas , Mexico, Berlin and Shanghai not to mention other component plants in Nevada, Canada Netherlands etc. It is quite probable next year they cannot keep growing sales aggressively as before and some capacity will idle despite breaking records and hitting targets and having more unsold inventory .