Agree. Numbers do not add up or maybe we jump to wrong conclusion/assumptions.
To answer your question, yes we definitely did miss some ships because Tesla did deliver 3s to Europe a few days ago mainly for test drives and showrooms which did not arrive with the Glovis ships some here are tracking. I do not believe that they have been flying them in, thats expensive and they likely did have planned it well ahead.
A share of 10k from the potential 18k arriving to go to Germany would not make sense for me either. Germany has never been prioritized in the past likely because of weak demand for the S and X versus e.g. Norway.
The only option I see is that the hours produced reduction and eliminating one shift for the S and X base model resulted in more capacity for the 3 production which would go along with the huge amount of VIN registrations we have seen. We obviously know about the Glovis ships but we do not have full overview and maybe much more is shipped and produced than anticipated.
Thats the optimist in me talking.....