MrIanB said:
Statik;
Are you able to get orders/delivery numbers monthly for the Tesla to see how they compare or do they not release those numbers?
Tia,
Ian B
Tesla doesn't give out the numbers specifically, however there is a lot of SEC filings, line updates, tweets, VIN sequencing, etc. that can get you fairly close. We take a stab/educated guess at the number every month, so far we've been within a dozen or two once the final quarterly tallies come in.
We know Tesla produced around 800 of the Model S during the month, and that they net (after cancellations) about 700 reservations. However, the month was back-end heavy which aren't actualy deliveries/sales. Also, the line started specing out Canadian Signature Performances a couple weeks ago, so you lost some US sales there as well. I'd say you are looking at 400 sold into the US during the month.
Also it looks impossible for Tesla to sell the 2,700 to 3,200 they forecast in their last SEC update, I would say they
might produce 2,700 but that would be the extend of it.
60 kWh cars just got bumped this week to January for SOP, and the 40 kWh into March.
What is going to be interesting is to see how the reservations fair after the January 1st hike, and how the follow-through fairs as they bring forward reserves to turn into sales, the cancellation rate is on the 85 kWh versions has been quite high (imo).
Sales trends over the past 3 months would seem to indicate around 10,000 units per year is going to be the high water mark, while they company looks to sell 20,000. Personal opinion only...I think Tesla may (is) intentionally slow the production rate somewhat into 2013 to elongate plant productivity past the estimated June-July catch-up to orders.