Hey, everybody Rob Maower here. Happy last Friday of Q2. As we know, Q2 ends next week on June 30th, so Tuesday. And then Tesla publishes their

Q2 production and delivery report within three days of quarter close, so that would be expected

on Thursday or Friday, but the markets are closed on Friday as a reminder.

So it'll be interesting to see if Tesla tries to get those numbers out on Thursday before market

open so that at least there's some trading and the market's not sitting on the numbers over

a long weekend.

I've been getting a lot of questions and requests for my updated forecasts.

We'll definitely revisit that either on Monday or Tuesday before quarter end.

But directionally, I think things are pretty intact from the forecast that I went through in May.

So if you want to check that episode out again over the weekend, probably helpful.

The forecast at that time was 83,000 produced and 88,000 delivered.

That being said, there is some reporting out there on delivery numbers that I want to go through

here today.

First is from Electreck and then we have some updated notes from Deutsche Bank and RBC Capital.

We'll start with Electreck and I want to preface this by saying that I don't put personally a whole lot of weight into this reporting

But I do still think it's worth discussing last night electric posted an article with the headline

Tesla could surprise with near record deliveries in Q2 despite

pandemic. And the essence of this article comes down to one statement in the middle of it which says,

quote, sources familiar with the matter told Electraq that deliveries in North America have picked up greatly in June

with already more than 50,000 deliveries and almost 10,000 vehicles in transit."

End quote.

Fred's takeaway from that is quote, right now it looks to me like over 85,000 deliveries is almost guaranteed,

...