Quick update on EDD, remains unchanged.
Based on the data available in the tracker sheet, less than 100 entries in July so far is no where close to more than 1000 new entries in last quarter, there is less demand this quarter, unless the tracker sheet has lost its popularity among new comers.
@LoneStarEve , agree with you on the backlog, looking at reduced number of VIN entries, it's possible Tesla's stock of raw materials has depleted finally, resulting in reduced production. I was worried enough to look into Mach-E forums for similar trends, Feb/March orders are pending with October EDD, few examples here, here. Ford depends on 3rd parties for many of Mach-E components, unlike Tesla, not an accurate comparison I know, at-least Tesla has been doing better under these circumstances.
Based on the data available in the tracker sheet, less than 100 entries in July so far is no where close to more than 1000 new entries in last quarter, there is less demand this quarter, unless the tracker sheet has lost its popularity among new comers.
@LoneStarEve , agree with you on the backlog, looking at reduced number of VIN entries, it's possible Tesla's stock of raw materials has depleted finally, resulting in reduced production. I was worried enough to look into Mach-E forums for similar trends, Feb/March orders are pending with October EDD, few examples here, here. Ford depends on 3rd parties for many of Mach-E components, unlike Tesla, not an accurate comparison I know, at-least Tesla has been doing better under these circumstances.