Yes and no. Working backwards, let's say that Tesla wants the car delivered by the 30th of September so they can book the revenue. That means that the last ship to arrive for orders in Australia would be either the Melina, or the ANL Tongala - the Debussy is too tight for NZ, and too late for Australia. So the last day for production to be loaded onto the ship for delivery here before the end of the quarter would be the 17th of August,
maybe the 23rd of August (though having just one or two business days to clear customs and hand over the vehicle is cutting things
exceedingly fine, so I'm going to say not the ANL Tongala). Give a couple of days' lead time for production, and that means final orders for delivery in September would probably be no later than the 15th of August. (We'll find out how accurate my guess is in a couple of weeks.
)
So that means that production in the latter half of the quarter would be for the USA and Canada; production in the first half of the quarter for the rest of the world. (Ballpark.) At least until demand has settled and they no longer need to manage their quarterly cash flow in that sort of way.
I'm hoping that my car (LR AWD) will be on the Cap Capricorn or - with luck - the Seoul Express, but realistically I suspect it will be on the Brotonne Bridge, given that my order was placed on the 17th of July. We'll see.