Hebert
Member
My understanding is that a new production line for the S and X has been part of the scope of the Palladium project along. You can see the end of production of the old line and the startup of the new one in the quarterly data. At the refreshed S kickoff, Elon mentions S production is 25 per week now, then several hundred cars per week soon follow by 1000+ next quarter (3rd quarter).We are all wondering the same thing. This isn't a production ramp. The S/X line has been there for literally 10 years. There are some different bits and bobs on the latest version but they have done refreshes before and there was never this amount of delay. It has to be supply chain related. There must be some items they are unable to get in the quantities they need. Plus for the Plaids there is some rumored regulatory hurdle that must be crossed.
Based on the flyovers they are still producing cars but X's are stacking up outside waiting on something(s). Then as they receive those somethings they finish the cars and ship them. Hence the cars are dribbling out bit by bit.
I suspect the X production ramp will follow a similar pattern. Given the latest surge in VINs, maybe they are in the low hundreds per week.
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