Hey everybody Rob Maurer here and today should be a pretty quick one we don't have a whole

lot of Tesla news, but we do have updated China insured vehicle numbers, we've got

a new patent, publication, a couple of legal reports and a few other items as well.

Also a pretty quiet day for the markets today as we head into the FMC meeting results tomorrow,

Tesla today up about a half a percent to close at $266.50, an ASDAQ down about a quarter

of a percent. Alright we'll start off with Tesla insured vehicle numbers, so for the week of

September 11th through the 17th there were 8,500 Tesla insured in China. This is another week

over week drop down about 2000 vehicles from the week prior and this now puts the quarter

to date trend below Q3 so about 120,000 insured through the first 11 weeks here in Q3.

Through the first 11 weeks of Q2 that number was 126,000 and Q2 finished very strong jumping

all the way to 160,000 for the quarter. So if this pace that we're seeing right now kind of

continues we should expect Q3 to finish somewhere down between 10 and 15% or so to that Q2 record.

Now of course what we're seeing here is the impact of the transition in the Model 3.

This number this week is primarily almost entirely Model Y vehicles and we expect that to continue

for the next couple of weeks even though Model 3 Highland production has started,

it looks like all those vehicles right now are likely destined for Europe so we probably won't

see any Highland Model 3s in China until Q4. So nothing here is surprising we've been talking

about this impact for quite a while now but as we continue to get these numbers it's going to give

us a better and better sense of where total deliveries for Q3 worldwide might come in at.

Now kind of relevant to that point I did get a comment yesterday that got a few likes so probably

worth addressing here it says very unhappy that Tesla daily does not report on the complete stop

of production of Model Y vehicles in Texas, Joe Tagmire's reported that production sees two weeks ago

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