with the production and sales update: “In the third quarter, we produced over 430,000 vehicles and delivered over 435,000 vehicles. A sequential decline in volumes was caused by planned downtimes for factory upgrades, as discussed on the most recent earnings call. Our 2023 volume target of around 1.8 million vehicles remains unchanged.”
As you can see comparing the numbers above and Troy Teslike’s estimates before the numbers were released, they were very close. Troy was just about 6,000 deliveries high in his estimate for that figure and his production estimate was about 1,500 shy of the eventual reality.
As I’ve indicated before, I think “Troy Teslike” is currently the best in the world at tracking Tesla production and delivery numbers and news, and thus creates the best production and sales estimates.
In this tweet, you can see how his estimates are broken out by country and factory across all four quarters of 2023 and 2023 as a whole:estimates for Q3, you can see that he expects sales are down across the world compared to Q2 2023, but the biggest drop by far is in China. He’s expecting a drop of more than 24,000 units. Naturally, this relates in part to the Model 3 Highland refresh and factory retooling for that.
So, that’s what we have for now as far as a very informed estimate of Tesla deliveries and production in the quarter that just ended at midnight. What are your thoughts on these estimates?I don't like paywalls. You don't like paywalls. Who likes paywalls? Here at CleanTechnica, we implemented a limited paywall for a while, but it always felt wrong — and it was always tough to decide what we should put behind there. In theory, your most exclusive and best content goes behind a paywall.
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