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Justin @Trumpery45
, 4 tweets, 3 min read Read on Twitter
@AlexT18503601 The "Ramp" of Model 3 sales in New York State. For what it is worth, they are running behind July Q3 in October, Q4 and almost no RWD VINs are getting registered.
@AlexT18503601 In addition, now that Q3 registrations for NYS are complete we can do a better analysis of Q3 sales vs national sales. The Q3 numbers are still puzzling (low) versus the national delivery total whether we use S/X market share or TMC market share. $tsla
@AlexT18503601 Model 3 new york state share of national sales could either follow S/X share (4%) or TMC user interest (2.9%) but based on rego figures, are only 1.9% for Q3.

A share of 1.9% suggests that national October 2018 model 3 deliveries are 8000
$tsla
@AlexT18503601 The same picture that NY paints has been reported by @Latrilife for Marina Del Ray in CA and by @ValueExpected for the single delivery center in AZ. Both point to a surprisingly slow October and suggest InsideEVs is over-quoting their October estimate.
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