Q2 & Full-Year Delivery & Production Estimates (05.21.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 21 May 2020
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ https://youtu.be/dylvz9QDgG0
➤ Tesla delivery and production forecasts for Q2 and full-year 2020
➤ With Giga Shanghai and Model Y ramping up, Tesla is poised to exceed their 2020 guidance and deliver more than 500,000 vehicles on the year
➤ Q2 production and deliveries will likely outpace TSLA expectations
➤ Full forecast walkthrough and methodology
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Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody Rob mower here and today we are going through both Q2 and full year |
| 0:11.4 | delivery and production estimates for Tesla and whether or not |
| 0:14.4 | Tesla can still achieve their annual delivery guidance 500,000 plus vehicles. |
| 0:19.1 | If you are an audio only listener I would definitely recommend YouTube for this episode |
| 0:22.4 | there are a lot of numbers and graphs so I'll do my only listener I would definitely recommend YouTube for this episode. |
| 0:22.6 | There are a lot of numbers and graphs, so I'll do my best for audio, but that'll make it easier. |
| 0:27.2 | The link for that is in the show notes. |
| 0:29.2 | Quick shameless plug, which I don't do very often. |
| 0:31.2 | I do think this is pretty valuable information I put a lot of time and |
| 0:33.6 | effort and work into this and I put it out there for free. If you do find it valuable as well, |
| 0:37.6 | please consider supporting on Patreon that's what makes it possible for me to do this |
| 0:41.0 | and it's actually less than 2% of our listeners that make that happen. |
| 0:44.3 | All right so let's get into it. There's going to be a lot to look at here. Don't worry we're |
| 0:47.7 | going to walk through it and we're not going to talk about every single box here. |
| 0:50.4 | I think it'll be pretty easy to follow. We're going to start with production and we're mostly going to talk about production in my opinion that is what matters. |
| 0:56.4 | Tesla as a company is production constrained. There may be short-term demand constraints that pop up at certain times or for certain products in certain factories but as a whole production is the operating thesis |
| 1:06.1 | So production is where we'll start that'll trickle down to deliveries. We will talk a little bit more about demand later on |
| 1:11.6 | First off I want to orientate people with how I'm looking at this data. |
| 1:15.0 | On the left, I have various periods of time in the rows, and then in the columns I have |
| 1:18.9 | total production from Fremont and Shanghai combined. |
| 1:22.0 | Then I have a split for Fremont and Shanghai. |
| 1:23.9 | So that's the total production over that period of time. |
... |
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