Hey everybody Rob Mauer here, I'm just dropping this quick into the audio podcast feed only

because I did do a live stream this morning for Tesla's Q2 delivery and production report.

Sometimes those don't translate over quite as well just to the audio podcast so I thought

I'd just provide a quick update here, but if you want to watch the live stream and my

initial reaction to the numbers, I'll put the link for that in the description.

In case anyone has missed those numbers though Tesla announced production of 206,421 vehicles

that was 204,081 Model 3 and Model Y and 2340 Model S and X and deliveries 201,250

that was 199,360 Model 3 and Model Y and about 1,890 Model S and Model X.

So as we went through my forecast these are very close both within about a percent and

the delivery number just above Wall Street consensus that I shared earlier this week,

that was 200,800 vehicles.

So my 32nd recap on this definitely happy with those numbers glad to see production

at that level.

Tesla building inventory up a little bit this quarter about 5,000 vehicles is not surprising

I had estimated 6,000 vehicles.

My guess is those are in process exports from Shanghai.

Probably the other note where the item in here is Model S and X production so I had forecast

about 750, obviously this is almost all Model S but Tesla was able to actually produce

over 2300.

So that builds well for S and X production in Q3 which is just one of the factors that

is held back the first half of the year so far.

So right now analyst consensus is about 850,000 deliveries for the year, Tesla so far has delivered

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