$TSLA Q4 delivery cycle in 🇪🇺 :
Concrete signs of weak demand, thread with proof:
1. Overnight $TSLA "unhid" about 12 M3 LR from Q3 and Q2.
No miles, so no test-drive.
Yet offered as "demo" at significant discount.
5% off this beauty in the Netherlands, sitting in Tilburg:
Concrete signs of weak demand, thread with proof:
1. Overnight $TSLA "unhid" about 12 M3 LR from Q3 and Q2.
No miles, so no test-drive.
Yet offered as "demo" at significant discount.
5% off this beauty in the Netherlands, sitting in Tilburg:
2. Ireland:
The first boat #DonPasquale arrived 10-18, perhaps too late for Q4 cars to reach Ireland.
So most likely the *single* car that $TSLA sold in Ireland for all of October (a M3) must have been a spillover from arrivals in Q3, during which $TSLA sold 168 M3 (0 MY).
The first boat #DonPasquale arrived 10-18, perhaps too late for Q4 cars to reach Ireland.
So most likely the *single* car that $TSLA sold in Ireland for all of October (a M3) must have been a spillover from arrivals in Q3, during which $TSLA sold 168 M3 (0 MY).
Ireland ctd:
All the more surprising then that $TSLA Ireland is now showing only *1 single unit* of M3 LR, produced too late to be on the #DonPasquale, but probably in transit on the #Talia that left Shanghai 10-02 and arrived in UK yesterday.
All the more surprising then that $TSLA Ireland is now showing only *1 single unit* of M3 LR, produced too late to be on the #DonPasquale, but probably in transit on the #Talia that left Shanghai 10-02 and arrived in UK yesterday.
For all of Europe, some 212 units of M3 LR, produced between 09-29 and 10-26, are on offer.
Not a significant amount, but enough to conclude that $TSLA is NOT sold out for Europe.
212 is the lower limit, as some unsold inventory likely remains hidden.
Not a significant amount, but enough to conclude that $TSLA is NOT sold out for Europe.
212 is the lower limit, as some unsold inventory likely remains hidden.
3. Over to Norway.
31 units M3 SR+, produced between 08-31 and 09-30 are listed as "local inventory". That is 20 more than I counted last Friday, when I gave my first Q4 demand alert.
31 units M3 SR+, produced between 08-31 and 09-30 are listed as "local inventory". That is 20 more than I counted last Friday, when I gave my first Q4 demand alert.
https://twitter.com/CallerNaked/status/1453782636481204225?s=20
Norway ctd:
Some 21 M3 LR and 5 M3 P are now also listed on the $TSLA website, with mftr dates between 10-14 and 10-26.
So these are "in transit", on one of many more expected boats.
Some 21 M3 LR and 5 M3 P are now also listed on the $TSLA website, with mftr dates between 10-14 and 10-26.
So these are "in transit", on one of many more expected boats.
Norway ctd:
Last Friday, Norwegian #SGF troops counted about 150 $TSLA cars in the port of Drammen.
So possibly only 2/3 of those were matched to order. Could be less than that, as some inventory may be sitting in some DC already.
Last Friday, Norwegian #SGF troops counted about 150 $TSLA cars in the port of Drammen.
So possibly only 2/3 of those were matched to order. Could be less than that, as some inventory may be sitting in some DC already.
Since its introduction in Europe, there has not yet been a single unit of a MY offered out of local or in transit inventory (or demo).
Most likely $TSLA is throttling supply out of China to keep some backlog for if and when Brandenburg comes online.
Most likely $TSLA is throttling supply out of China to keep some backlog for if and when Brandenburg comes online.
On top of the Q2- and Q3-produced M3 LR that $TSLA unhides from time to time, there are also hundreds of used MX, MS and M3 that $TSLA is offering in 🇪🇺.
Another reason to limit supply of MY: discount the used cars more gradually (which has resulted in slow flow rate).
$TSLAQ
Another reason to limit supply of MY: discount the used cars more gradually (which has resulted in slow flow rate).
$TSLAQ
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