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
