The first month of this quarter, almost all Model Y’s were delivered to France and Germany, which are not in that graph (see Wiki - Tesla Europe Registration Stats).I am trying to figure out why with Giga Berlin online the deliveries don’t start at the beginning of the quarter. Is GB exporting the first 30 days of production now? Perhaps to other parts of the EU? Shouldn’t insurance registrations start ramping on the first day of the quarter?
If nothing else, suggests to me the quarterly push is still a thing, just maybe less pronounced.
There was also a shipment to Taiwan that was probably produced early in the quarter.
It’s nice to see those real-time graphs, but it represents a rather limited portion of the EU market.
Edit: That graph used to be more useful a couple of years ago:
- Norway was a big part of the Tesla sales in Europe
- The Netherlands had some big end-of-year pushes driven by fiscal incentives.
Both countries were early adopters that represented a disproportionate part of the Europe market.
Today, the situation is very much different:
- Sweden has seen EV sales stall due to a sudden change in policy after a government change
- Norway has come in a steady-state situation, and has small portion of the Europe population
- The Netherlands has also gotten in a more steady-state situation with less EV incentives
- Spain doesn’t have a lot of EV sales yet.
Over half of the YTD sales in Europe is just Germany, France and the UK, and they are not in those graphs.
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