TESLA Q3 DELIVERY & PRODUCTION EXPECTATIONS

EV Channels Review

Rob Maurer provides an in-depth analysis of Tesla's Q3 delivery and production expectations, acknowledging the reduced insight due to planned downtime at the Shanghai and Texas factories for Model 3 upgrades and other adjustments. He forecasts production at approximately 430,000 units, a 10% decrease quarter-over-quarter but a 17% increase year-over-year. Maurer highlights potential production challenges in Shanghai due to the Model 3 refresh and in Berlin and Texas due to reported shift reductions and shutdowns. For deliveries, he projects just under 445,000 units, anticipating a drawdown of inventory to around 14 days. The report also touches on the UAW strike expansion, updates on Gigafactory Texas, and Tesla's energy product installer day. While acknowledging the analyst consensus of 44,800 vehicles, Maurer believes his forecast, slightly below this, is more realistic given recent information. The delivery and production report is expected early the following week, most likely on Monday.