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A member of Vector Class. https://t.co/4SxltjNBqH

Jul 25, 2020, 5 tweets

This week's installment of Japanese Tesla listings/sales. #Tesla #CYAZ #テスラ #モデル3

TL;DR: Q2 summary. Rumors on shipments to JPN.

S/X/3 summary.

Q2 (really 1H) was the Q of liquidation again. Most sales were off inventory at discount. As such, very few left in inventory.

Q2 also saw the return of CPO, presumably w/ new battery & drive unit (8 yr warranty on those).

Left-over Model 3 backlog from Nov. '19 - Mar. '20 seem to be receiving paperwork in prep for delivery in late Aug/Sept. You can see that not only in JPN forum posts, but also on order tracker back-filling. Many report their orders at/around the time of delivery.

Here are charts on current data on the trackers; one by the date they placed orders, another by the date they entered them into trackers.

Note that the tracker was not accessible to many from Mar-Jun, so a lot of back-filling happening in the past month.

Rumor is 2 shipments this Q. Most likely from somewhere other than pier 80 (not enough vol).

Some were told by Tesla reps that Tesla was building RHD last wk. If that's true, the first shipment should leave somewhere (LA/LB?) soon.

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