Hey, everybody Rob mower here and today we are going through Q3 delivery and production number forecasts,

as well as a little bit of a preview for Q4 as well.

As a reminder, we should get the official report

from Tesla sometime within the next three business days.

So I do expect it tomorrow Friday,

either before market open or aftermarket

close but it could come as late as end of day on Monday or even over the weekend.

If you are normally an audio podcast only listener I would recommend checking this out on

YouTube because I'm going to go through my spreadsheet. That link will be in the

show notes so with that being said let's get right into it so here you can see my

production of forecast kind of breaking things up by a segment, usually month, and then summing them up for the quarter.

And in some cases, the months are broken up if there is known downtime for a portion of that month.

So unlike other forecasts that you're going to see, this is a production. time for a portion of that month.

So unlike other forecasts that you're going to see,

this is a production forecast for me.

A lot of people do delivery estimates.

We'll go through delivery estimates, but for me,

production is more important,

and then I take that production forecast and work into my delivery

estimate. So we'll go through all the logic here point by point but just to orient people again with

the spreadsheet or for the first time if you're not familiar. I have the total production forecasts or actuals on the left-most

column. Then I have Fremont and Shanghai broken out individually so the sum of those

...