TESLA WRAPS UP Q2, CONSENSUS UP, STANDARD RANGE MODEL Y RETURN?

EV Channels Review

This episode of Tesla Daily provides a comprehensive wrap-up of Tesla's second quarter, touching on key delivery updates, analyst sentiments, and regulatory news. The host highlights the commencement of Long Range Model S deliveries, alongside continued Plaid deliveries, indicating a strong push towards the end of the quarter. Analyst consensus for Q2 deliveries has seen an uptick, with estimates now hovering around 208,779 units, though the split between Model 3/Y and S/X appears to be a point of contention. A significant piece of news is the potential return of the Standard Range Model Y, with indications of its registration in Hong Kong, fueling speculation about its US reintroduction. The episode also covers the ongoing discussions around US federal EV tax credits, updates on Tesla Energy projects, a legal ruling against Volkswagen in Ohio, and Canada's ambitious target for 100% zero-emission vehicle sales by 2035. Overall, the review suggests a positive, albeit busy, end to the quarter for Tesla, with several forward-looking developments.