CHINA MODEL 3 DELIVERIES BEGIN, Q4 TESLA DELIVERY ESTIMATES, ELON MUSK EMAIL, PLUS MORE

EV Channels Review

This episode of Tesla Daily focuses on the significant milestone of the first Made-in-China Model 3 deliveries at Gigafactory Shanghai, with reports indicating a weekly production rate of over 1,000 units. The host expresses surprise at the stock's decline despite this positive news, attributing it to broader market performance and a cautious analyst note from Cowen. The Cowen report, while raising its price target, still falls below Tesla's guidance for 2019 deliveries, particularly for the Model S and X. The podcast also touches on a leaked Elon Musk email urging employees to focus on execution rather than the stock price, and Panasonic's positive outlook on increasing battery production at Gigafactory 1. A concerning update is shared about Car and Driver's long-term Model 3 experiencing an undriveable failure. The episode concludes with anticipation for further long-term insights on the Q4 earnings call.