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Here are the Tesla combined S/X unit deliveries:

Q3 2016: 24,500

Q4 2016: 22,200

Q1 2017: 25,000

Q2 2017: 22,000

Can we all stop arguing that Tesla is "demand constrained" now? E.g., vehicle production for Q1 + Q2 this year: 51,126. Deliveries: 47,100.

This, combined with the ev-cpo inventory consolidators tells you what no one wants to believe, which is that Tesla is:

A) Demand-constrained.

B) Changing to inventory-based sales.

C) Overproducing for current demand levels.



Submitted July 03, 2017 at 02:53PM by Mdphdthrewaway http://ift.tt/2sFxzK2

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