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Elon Musk on TwitterShould note that these product mix & logistics errors also results in regional *undersupply*, eg UK & Ireland right now, but we don’t raise the prices even so. The intent, at any given moment in time, is: heads we lose, tails buyers win.
Looks like UK might see a Netherlands-Effect in Q4 - there is talk about their EV subsidy being scrapped:
Government plans to scrap the £3,500 Plug-in Car Grant subsidy for electric cars
With already strong demand there, this might help delivery numbers towards the end of the year.
Not sure if the script is broken or this data is for real, but eu-evs.com already shows 7289 for the Netherlands in Q3 as of 9/29 with one more day (today) to go.Tesla To Set Model 3 Sales Record In The Netherlands: 6,500 In Q3
Currently at 4,821 registered Model 3 in the Netherlands for September. Looks like we're still waiting for data on Friday's deliveries I'm hoping it's similar to Thursday's 500+ day and then there should be a couple more to trickle in over the weekend and then whatever they can deliver on Monday. It's insane the rate they've been delivering and I hope it keeps up in Q4.
Tesla To Set Model 3 Sales Record In The Netherlands: 6,500 In Q3
Currently at 4,821 registered Model 3 in the Netherlands for September. Looks like we're still waiting for data on Friday's deliveries I'm hoping it's similar to Thursday's 500+ day and then there should be a couple more to trickle in over the weekend and then whatever they can deliver on Monday. It's insane the rate they've been delivering and I hope it keeps up in Q4.
We will probably never learn how close or far off InsideEVs numbers were unless Tesla shares US figures in the ER, but I am not sure how much credit we can give them this time. As I was saying in the "roundtable" thread, if you read their editorial published yesterday, it says that they are basically left with no sources to base their estimates on and thus will switch to a quarterly format and hope to get a better source for that.I hope insideEVs releases their numbers soon because I'm curious.I hope they don't go back to waiting for Tesla to release the actual numbers.Edit: insideEVs' numbers are out.
Losing Cars.com inventory data does not affect their Tesla estimates. Same with carmakers shifting to quarterly vs. monthly reporting - Tesla was always quarterly. And reporting combined EV and non-EV variants of the same model (e.g. Prius) obviously doesn't apply to Tesla.We will probably never learn how close or far off InsideEVs numbers were unless Tesla shares US figures in the ER, but I am not sure how much credit we can give them this time. As I was saying in the "roundtable" thread, if you read their editorial published yesterday, it says that they are basically left with no sources to base their estimates on and thus will switch to a quarterly format and hope to get a better source for that.
So, while it has always been an estimate, at least part of it was based on actual data they were receiving. This time it looks like an educated guess - much like we do here on TMC.