WHY TESLA COULD BE SET UP FOR A HUGE BEAT (Q3-21)

EV Channels Review

This video provides a detailed forecast for Tesla's Q3 2021 deliveries and production, with a strong emphasis on production numbers. The presenter, Rob Maurer, meticulously breaks down estimates for both the Shanghai and Fremont factories. Key takeaways include an expectation of 49,350 vehicles produced in Shanghai (Model Y and Model 3 combined) and 123,000 from Fremont. A significant portion of the analysis is dedicated to the Model S refresh, with VIN tracking suggesting around 13,000 units produced. The overall production estimate for Q3 is a robust 251,149 vehicles, a 14% increase quarter-over-quarter. While acknowledging potential supply chain and logistics issues, Maurer expresses confidence in these figures, noting that anything below 241,000 for production would be surprising. Deliveries are projected slightly lower at 247,000, with a potential build-up of inventory. The presenter also touches upon the upcoming FSD Beta 10.2 release and milestones at Gigafactory Nevada and the potential approval of Gigafactory Berlin.