RUMOR - INSANE TESLA CHINA PRODUCTION IN MAY

EV Channels Review

This video delves into recent rumors surrounding Tesla's production and delivery figures for May in China. The host meticulously analyzes two distinct sources: one suggesting 21.8K deliveries (up 88% MoM) and another from "Ray for Tesla" indicating 45K units produced (20K delivered, 25K exported). The analysis includes a historical comparison of the sources' accuracy, noting past variances but ultimately deeming the current figures plausible. The report also touches on Gigafactory Texas facing flooding and the repaving of Tesla's Fremont test track, potentially in anticipation of the Plaid Model S delivery event. The host expresses optimism about these production numbers, suggesting they could significantly boost Q2 totals and put Tesla on track to meet or exceed annual analyst expectations, even without factoring in potential contributions from Gigafactories in Texas and Berlin.