Here’s what I just got from the Buena Park delivery office, FWIW:
Hello Michael,
Yes we are on track for the Federal tax credit. The California rebate will be a little tougher to manager as we unsure when production will start for North America.
"Will start for"? It's started. It's a question of when the full production will be sent to N. America. These SA's should be serving ice cream cones, not selling cars.