Since you listen to Anton Wahlman, do yourself a favor and go back and review all his articles since 2013. He's been disparaging Tesla and making bad predictions since then. Go ahead and believe his interpretation of events at your own risk.lorenfb wrote:What happened here?SageBrush wrote:sparky wrote: They'll ship few to Norway in April and we'll read about the "Norwegian demand cliff".
You are so right
https://seekingalpha.com/article/425624 ... lands?dr=1April is off to a horrible start for Tesla in the countries in Europe where we get daily sales (registration) data: Norway and The Netherlands.
Compared to March, the daily sales rate in Norway in April thus far is down 82%, and in The Netherlands it’s down 76%.
For the more expensive and higher-margin Model S and X, Tesla is losing market share to Audi and Jaguar’s electric cars in the most dramatic of ways.
Audi eTron and Jaguar i-Pace are outselling Tesla Model X and S combined by a factor of 5.7 to 1 in Norway, and 9.7 to 1 in The Netherlands.
Tesla usually makes up for an April shortfall in the last month of the quarter, but this is a very deep hole from which Tesla now has to dig.
What he didn't point out was that the first week of april was still showing strong deliveries, because those were vehicles that didn't make it in the Q1 delivery push. After all the ships were unloaded, the next batch of ships haven't arrived yet, so no cars to deliver.
Shame on Tesla for not getting their delivery shit in order, but hardly an indication of a demand issue.