I estimate less than 400K Tesla deliveries in Q1 because of these factors:
(-) Model Y Juniper production limitations
(-) Seasonality
(-) Demand pulled forward in Q4 2024
(-) Brand Sentiment
(+) Increase in demand due to the Model Y Juniper design refresh
More details: https://patreon.com/posts/119824296
(-) Model Y Juniper production limitations
(-) Seasonality
(-) Demand pulled forward in Q4 2024
(-) Brand Sentiment
(+) Increase in demand due to the Model Y Juniper design refresh
More details: https://patreon.com/posts/119824296
Comments
Low Model 3 demand in Europe and China due to fierce competition.
Sales in China in January decreased precentage-wise more than Model Y sales to just 8,009 (-19.7%). In Europe they are less than half of January 2024 with around 3,200.