Tesla’s Production outlook for Q2 ??

[kengchang]

Bloomberg put out a chart showing little production in May.... This is inline with holding USA dileveries till July.

View attachment 298315

That's due to the shut down of production

 

[DanL3]

That's due to the shut down of production

Yes, but the problem is that we are now in the second week and all indications are that they have not yet restarted. At least not in any volume.

I do not expect them to restart in volume until late May. Then will come the real volume and end of the Quarter push in July.

 

[Moderatefan]

I did not hear a clear number for the post-shutdown production rate. We know batteries will not be a problem after the latest optimization (7 hours -> 17 minutes). They probably won't even need the line from Germany now.

During Q2, we expect to shut down production for about 10 days, which includes the shutdown we took in April

That is minus to Production.
He also said you can't run lines 24x7, you need to stop them for regular maintenance, but unknown if that is included in 10 days or not.

 

[kengchang]

I did not hear a clear number for the post-shutdown production rate. We know batteries will not be a problem after the latest optimization (7 hours -> 17 minutes). They probably won't even need the line from Germany now.

70 minutes per pack now and German line will drive down the cost and speed it up even further.

 

[Moderatefan]

70 minutes per pack now and German line will drive down the cost and speed it up even further.

Its not 70, its 17.
Tesla streamlined Model 3 battery pack production time by 96%, says Elon Musk