North American model 3 orders looks to be a bit smaller than ideal. I suspect Musk was service center post was dealing with why a great many interested people have not "pulled the trigger".
They seem to be doing well now with most buyers being very happy. If the drama of the last year subsides I expect many interested people will place an order.
They're selling 150,000+ before the end of the year, most of them domestically, a few in Canada. More than 100,000, rather 130,000 are Long Range. With any car, that's a lot a highly optioned ones from the maybe 200-250,000 reservations in the region. Also, it's still new and unproven in terms of reliability, etc. Plenty of order will materialize over time and as the entry price point drops.
It's simply time to start exporting (also top down), not reach the point of domestic saturation too quickly or be forced to start making too many on the true base car just to keep production topped off.
Of course exports delay the sale and eat up the credit line with suppliers. My little theory is that it makes sense to do exports only in the first half or 2/3 or a quarter, so the sales don't cross over to the next quarter impacting reported deliveries and cashflow. So they may be squeezing as many domestic sales from Q4 now, to then do a good burst in Jan and Feb to export markets, sales which will still end up in the books. All highly optioned cars. Then open March deliveries for US/CA to a lower price point to get high production and deliveries numbers. Repeat in Q2, although more blended by then to not strain the supply chain as much with peak flows.
I do wonder what Tesla will do with all those people now doing deliveries only. Will they just lose their jobs or will Tesla start exports only for increased production, not substituting sales, to keep the domestic market as high pressured as it's been? Europe will of course need time to adjust to the influx of Model 3, especially if it's 4,000 a week, which is not impossible in terms of demand.