TESLA DELIVERY AND PRODUCTION FORECASTS PLUS GIGA TEXAS EXPANSION

EV Channels Review

This episode of Tesla Daily focuses on forecasting Tesla's Q2 delivery and production numbers, alongside several other key updates. The host, Rob Maurer, presents his production forecast, estimating just under 263,000 vehicles, with deliveries projected slightly lower at around 258,801. He highlights that while this represents a sequential decrease, it's still a significant year-over-year increase, especially considering the challenges faced, particularly the Shanghai lockdowns which heavily impacted June's production. Maurer also touches upon macro-economic news, including falling PCE inflation and a negative GDP forecast, suggesting potential impacts on the Federal Reserve's interest rate decisions. Other Tesla-specific news includes a planned expansion at Giga Texas, a new top speed record for the Model S Plaid (217 mph, exceeding Tesla's 200 mph claim), and an initial analysis of the 4680 battery cell teardown by 'The Limiting Factor', which suggests the use of dry battery electrode technology. The episode provides a detailed look at production figures from various Gigafactories, with a particular focus on Shanghai's recovery efforts in June.