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EU Market Situation and Outlook

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My reservation estimates have changed, now Brazil shows as "Late 2018" without version choices, while the US one still has the choices. I suspect the expectations for lower-volume and/or specialized specification markets (e.g. RHD) are showing later deliveries now because demand has been rising in all markets, so they're growing less optimistic for all variants. Anyway we all know that the estimates are not anything firm in any respect at all.
 
Europe-Electric-Car-Sales-July-2017-YTD-570x728.png


Zoe, Leaf, & i3 Lead The Crowd In Europe (Europe Electric Car Sales)
 

According to this Tesla also uses New York port.

Ultimately, though, if Tesla still batches production in such a way that European Deliveries are produced in the first half of the quarter, the impact of shipping from Houston should be small: first, the shipments seem to go both from NY and Houston; second, majority of deliveries to EU likely left US ports during July and first half of August.
 
Ultimately, though, if Tesla still batches production in such a way that European Deliveries are produced in the first half of the quarter, the impact of shipping from Houston should be small: first, the shipments seem to go both from NY and Houston; second, majority of deliveries to EU likely left US ports during July and first half of August.

There are still ships on route for Houston that are scheduled to load Tesla cars like the Maersk Ohio. How big the impact really is going to be is anyones guess but in the past quarters there were always ships still departing from Houston last week of second month carrying significant numbers of Tilburg bound cars. I have no knowledge of recent shipments that went through NY although they did use that port in the past indeed. You can track this by reading European part of this forum (and others) Many will share their shipping details. I don't understand Norwegian so I don't track those as closely, may be different there!
 
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I mention Norway specifically because this quarter there were a lot of Norwegian production starts well into August with relatively little deliveries so far in the quarter which suggests Tesla pushed back Norway to later in the quarter than usual, possibly related to the order surge around the Model 3 reveal.
 
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There are still ships on route for Houston that are scheduled to load Tesla cars like the Maersk Ohio. How big the impact really is going to be is anyones guess but in the past quarters there were always ships still departing from Houston last week of second month carrying significant numbers of Tilburg bound cars. I have no knowledge of recent shipments that went through NY although they did use that port in the past indeed. You can track this by reading European part of this forum (and others) Many will share their shipping details. I don't understand Norwegian so I don't track those as closely, may be different there!

According to the schedule found here, Maersk Ohio is not on route to Houston. Can you share the links which you base your conclusions on?

IMG_2882.PNG
 
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One thing : the information from that post (specifically the exact ship their car is on) comes from Tesla sales advisors. It is always possible that information is incorrect but if you go thread you find so many other customers with a specific shipping schedule that is seems quite trustworthy.
 
Month is over in Europe! There is something very strange with registrations in Norway. Tesla has been registrering very old cars. I attached a list at the end of this post. As you can see there are some S85's and a lot of 90's in there. The VINs suggest these cars are at least 18 months old? Any Norwegian members that can share some insight.

A) the scraper script is going haywire
B) imports from other countries for used car sales market
C) very, very old inventory that they only now just sold and registered, but if never registered means these were never used as loaner or demo car?
D) old inventory that Tesla offloaded on a third party

I am not sure if we can count these cars as deliveries of new cars at this point. Certainly not if it is A) or B) and C) seems unlikely with this sudden surge in 2 days. I would suspect if old inventory became available that it would take at least a week or more to get sold off. Anyone else have a good explanation? Really D) remains but then who is the 3rd party. And that goes against everything Tesla stands for : selling new inventory to third party dealers. Unless someone else has any idea for E) we'll have to put an asterix next to the sales numbers for the Model S this month in Norway.

Including this cars we have 88 Model X and 106 Model S. Excluding them brings us to 71 Model S.


5YJSA7E10FF109018 5 Oslo 24.08.2017 S85
5YJSA7E25FF111260 5 Kristiansand 28.08.2017 S90D
5YJSA7E26FF111333 5 Kristiansand 28.08.2017 S90D
5YJSA7E40FF101513 5 Oslo 28.08.2017 SP90D
5YJSA7E44FF109016 5 Oslo 28.08.2017 SP90D
5YJSA7E47FF101511 5 Oslo 28.08.2017 SP90D
5YJSA7E48FF104580 5 Oslo 28.08.2017 SP90D
5YJSA7E42FF111279 5 Oslo 29.08.2017 SP90D
5YJSA7E42FF111315 5 Oslo 29.08.2017 SP90D
5YJSA7E45FF111325 5 Oslo 29.08.2017 SP90D
5YJSA7E41FF104579 5 Oslo 30.08.2017 SP90D
5YJSA7E41FF110298 5 Oslo 31.08.2017 SP90D
5YJSA7E43FF109041 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF109025 5 Oslo 31.08.2017 SP90D
5YJSA7E43FF110352 5 Oslo 31.08.2017 SP90D
5YJSA7E40FF109045 5 Oslo 31.08.2017 SP90D
5YJSA7E48FF110296 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF110353 5 Oslo 31.08.2017 SP90D
5YJSA7E47FF105011 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF106030 5 Oslo 31.08.2017 SP90D
5YJSA7E46FF109051 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF109042 5 Oslo 31.08.2017 SP90D
5YJSA7E44FF109033 5 Oslo 31.08.2017 SP90D
5YJSA7E44FF104589 5 Oslo 31.08.2017 SP90D
5YJSA7E47FF109026 5 Oslo 31.08.2017 SP90D
 
Month is over in Europe! There is something very strange with registrations in Norway. Tesla has been registrering very old cars. I attached a list at the end of this post. As you can see there are some S85's and a lot of 90's in there. The VINs suggest these cars are at least 18 months old? Any Norwegian members that can share some insight.

A) the scraper script is going haywire
B) imports from other countries for used car sales market
C) very, very old inventory that they only now just sold and registered, but if never registered means these were never used as loaner or demo car?
D) old inventory that Tesla offloaded on a third party

I am not sure if we can count these cars as deliveries of new cars at this point. Certainly not if it is A) or B) and C) seems unlikely with this sudden surge in 2 days. I would suspect if old inventory became available that it would take at least a week or more to get sold off. Anyone else have a good explanation? Really D) remains but then who is the 3rd party. And that goes against everything Tesla stands for : selling new inventory to third party dealers. Unless someone else has any idea for E) we'll have to put an asterix next to the sales numbers for the Model S this month in Norway.

Including this cars we have 88 Model X and 106 Model S. Excluding them brings us to 71 Model S.


5YJSA7E10FF109018 5 Oslo 24.08.2017 S85
5YJSA7E25FF111260 5 Kristiansand 28.08.2017 S90D
5YJSA7E26FF111333 5 Kristiansand 28.08.2017 S90D
5YJSA7E40FF101513 5 Oslo 28.08.2017 SP90D
5YJSA7E44FF109016 5 Oslo 28.08.2017 SP90D
5YJSA7E47FF101511 5 Oslo 28.08.2017 SP90D
5YJSA7E48FF104580 5 Oslo 28.08.2017 SP90D
5YJSA7E42FF111279 5 Oslo 29.08.2017 SP90D
5YJSA7E42FF111315 5 Oslo 29.08.2017 SP90D
5YJSA7E45FF111325 5 Oslo 29.08.2017 SP90D
5YJSA7E41FF104579 5 Oslo 30.08.2017 SP90D
5YJSA7E41FF110298 5 Oslo 31.08.2017 SP90D
5YJSA7E43FF109041 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF109025 5 Oslo 31.08.2017 SP90D
5YJSA7E43FF110352 5 Oslo 31.08.2017 SP90D
5YJSA7E40FF109045 5 Oslo 31.08.2017 SP90D
5YJSA7E48FF110296 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF110353 5 Oslo 31.08.2017 SP90D
5YJSA7E47FF105011 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF106030 5 Oslo 31.08.2017 SP90D
5YJSA7E46FF109051 5 Oslo 31.08.2017 SP90D
5YJSA7E45FF109042 5 Oslo 31.08.2017 SP90D
5YJSA7E44FF109033 5 Oslo 31.08.2017 SP90D
5YJSA7E44FF104589 5 Oslo 31.08.2017 SP90D
5YJSA7E47FF109026 5 Oslo 31.08.2017 SP90D
I would vote for "A". We'll know early next week for sure.
 
It was a period not long ago when the "used cars" and "inventory cars" list here in Norway "exploded" with lots and lots of used cars and inventory cars. And then suddenly it went back to the "normal" size again. So I guess this may have had something to do with your observation? But I can't remember seeing an 85 among those. And yes, I did check it*, and yes, this in first time registered in Norway as you wrote, and not imported from other countries.

So at least *this* car has nothing to do with your A) or B)

C) very, very old inventory that they only now just sold and registered, but if never registered means these were never used as loaner or demo car?
That should be correct. But shops also may use "temporary tags" on cars, so it *could* been used as a demo car, but it would be the first time I have heard about Tesla doing that. That is more the type of things a used car dialer would do.

... and I have not heard anything that may give credit to your D).

Edit:
*) You can check it your self here: Kjøretøyopplysninger | Statens vegvesen
You can use registered number or VIN to check the car.
What you are interested in is :
"Registreringsdata" under witch you find:
Registrert første gang i Norge 24.08.2017 (First time registered in Norway)
Registrert første gang på eier 24.08.2017 (First time registered on owner)
...
Bruktimportert Nei (imported as used car? No)
 
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Thanks @Model 3 very helpfull. So the registration is correct. Interesting how that old inventory suddenly shows up. Anyway, means we can count the cars (even if they are not yet sold because that's what we always did; it will turn in a wash anyway). This means Norway ends the month with 194, down from 226 q-o-q and 338 last year.
 
Thanks @Model 3 very helpfull. So the registration is correct. Interesting how that old inventory suddenly shows up. Anyway, means we can count the cars (even if they are not yet sold because that's what we always did; it will turn in a wash anyway). This means Norway ends the month with 194, down from 226 q-o-q and 338 last year.
Just one thing - I did *not* check every car on your list, just the first 3 at the top. And they was correct, so I assume they all are. But as long as the 85 is correct, there is no reason to not believe all the 90'th is just as correct.
 
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