I'm really struggling to understand how new LR orders can be delayed to Feb/March. The stated annual production capacity is 100,000 for the Model S/X line. A little over 2,000 were produced last quarter. I highly doubt that Plaid orders have the demand to take up this type of production capacity. Supply chain issues make sense but I would imagine that late 2021 makes sense for new orders. All dealerships in my area have nearly empty car lots so supply chain is not just a Tesla issue, but with these new estimates maybe there is a real serious problem with Model S production. Any insiders with more information?
Also, I personally think it is really unfair to continue to prioritize Plaid over MSLR. If you ordered in 2020 or Jan/Feb/March '21 to see Plaid orders in June get fulfilled 2 weeks later is a slap in the face. It's understandable for EOQ push but I would hope that orders are fulfilled based on order date for the current quarter. Lastly, please open the 19" flood gates, if that ever becomes a thing.
- Frustrated in Chicago
MSLR Black/Black | 19" | FSD | Ordered 2.10.21 | Blank for weeks and weeks