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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If anything S.Korea had more cases than usual, but fewer hospitalization. That makes sense, given that RSV is worse in <1. Delayed infection is a good thing.
What's ironic is that, if you follow the logic of "immunity debt" enthusiasts (charitably, tbf), you end up concluding that "freedom day" was even dumber than we already thought.
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For one, we know infection-induced immunity to many of these pathogens is fairly shot-lived. i.e. what happened yrs ago doesn't really matter.
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For another, not all pathogens are created equal. Some are more infectious/harder to control.
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Variant-specific PCR says suspected BA.5 was ~3/4 during 7/5~7/11. Almost all suspected BA.5 for the latest wk (7/12~7/18).
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Similar story for Kobe. L452R+ > 80% for 7/11~7/17 (1st table). Majority of sequences (2nd table) from 7/4~7/10 were BA.5. They show BA.2.12.1 under BA.2 in ( ), BA.2.75 in [ ].
Mini-thread on JPN Covid mortality data wrt "from" vs. "with".
(Meaning to do this since MHLW advisory board posted some useful data a month ago, so here it is.)
tl;dr: Covid is still the primary cause in majority of reported deaths & Omicron is bad.
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MHLW guideline essentially requires all deaths by Covid patients be reported, so the reported #s include some incidental cases. So what % is incidental?
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First, data from Kanagawa pref. (pop. 9.2m, 2nd largest) on the "primary" causes of death in Jan/Feb '22 (almost all Omicron).
Primary cause: 53.2%
Not primary cause: 32.1%
Undetermined: 14.7%
Note that "not primary cause" doesn't mean it wasn't a contributing factor.
2 lines overlapping for Alpha = ~2% CFR
Same for Delta & Omicron = ~0.3% CFR
Note the differences in Y-axes.
Most seniors got vaccinated after the peak of Alpha wave. Others during the Delta wave.
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Omicron wave is likely to peak next wk (likely already did in southern/western 1/3 of the country), so deaths likely to peak in late Feb. Looking like it'll be the deadliest wave so far.
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Roughly,
Spring '20: 1k
Summer/Autumn '20: 1k
Winter '20-'21: 7.5k
Spring '21 (Alpha): 7.5k
Summer '21 (Delta): 3k
Winter '22 (Omicron): ~800 so far.
Per case severity is clearly lower relative to pre-vaxx peaks, but high transmissibility makes that less relevant.
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