With news of Tesla exceeding delivery expectations, I was curious what the US sales were at. Based on InsideEV it looks like are somewhere around 118K in the US. We can get a pretty good idea what to expect in terms of quarterly S/X US sales, and now that we have somewhat of an idea from Elon on his ramp plans, even with tempered expectations on deliveries, it looks pretty certain we'll hit 200K cars in Q4 of this year -- with probably somewhere in the neighborhood of 35K Model 3's in that equation.
There was some speculation of Tesla holding deliveries to get them into the following quarter before the tax credit phase out activates, but if Elon hits anywhere near his expected 80K M3's built this year (per Electrek) it doesn't seem like it'll be close to 200K -- and I doubt Elon will hold 20K+ cars for a month or anti-sell the S/X.
Now to go back to Elon's ramp up comments to see if I might have a chance of taking delivery by September...
There was some speculation of Tesla holding deliveries to get them into the following quarter before the tax credit phase out activates, but if Elon hits anywhere near his expected 80K M3's built this year (per Electrek) it doesn't seem like it'll be close to 200K -- and I doubt Elon will hold 20K+ cars for a month or anti-sell the S/X.
Now to go back to Elon's ramp up comments to see if I might have a chance of taking delivery by September...