Huh? China already sold 22k units in Q3, they're likely to at least sell another 15k units in Sept, even if they're shut down for the last 10 days of the month. If Fremont achieves record deliveries of 115k, then that's over 150k units.
I don't know how any can be thinking that the email, if it's even real, is meant for anyone other than US employees. Maybe to Europe employees as well. We have enough data now to practically guarantee they will overall deliver over 120k which really makes it clear this email is talking about Fremont production vehicles
"This is vital for the California Market". No idea if he means the entire email or just production. Could be the entire email so he is talking about Fremont I only.
It'll be one bear raid if they have a hard time hitting total delieveries with Model Y and China delivering 35-40k this q. That will pin fremont's delieveries to be almost as low as q1 2019.