The estimated Tesla international electrical automobile order backlog didn’t change a lot in Could, in comparison with April, which signifies a stability between provide and demand.
In line with Troy Teslike, a useful supply for Tesla stats and forecasts, the estimated international order backlog as of Could 31, 2023, was roughly 75,000. That is 7,000 greater than on the finish of April, however 8,000 lower than on Could 16. In different phrases, the numbers go up and down a bit, however generally, the state of affairs will be described as comparatively secure.
The numbers are primarily based on rigorously tracked Tesla-related stats (manufacturing quantity, common wait occasions for every mannequin/trim), as proven within the connected tweet.
The 75,000 items correspond to about 22 days of producing capability (down by in the future in a matter of two weeks), in accordance with the report.
We’re very curious concerning the numbers for mid-June, however these usually are not but accessible within the open model of the report.
For reference, listed here are the numbers for earlier intervals (wait occasions):
- Could 31, 2023: 75,000 (22 days)
- Could 16, 2023: 83,000 (23 days)
- April 30, 2023: 68,000 (21 days)
- April 15, 2023: 72,000 (22 days)
- March 31, 2023: 102,000 (28 days)
- March 16, 2023: 103,000 (29 days)
- February 28, 2023: 106,000 (30 days)
- February 15, 2023: 106,000 (30 days)
- January 31, 2023: 87,000 (26 days)
- January 15, 2023: 107,000 (30 days)
- December 31, 2022: 74,000 (23 days)
- December 8, 2022: 163,000 (40 days)
- November 30, 2022: 190,000 (44 days)
- October: 31, 2022: 285,000
- September 30, 2022: 299,000
- August 31, 2022: 385,000
- March-July, 2022: round 470,000
- January-February, 2022: lower than 400,000
When it comes to explicit markets, the stability between provide and demand continues to be marked “purple” (too brief) for all main markets (United States, Europe, and China), compared to a possible gross sales quantity of 1.8+ million items yearly.
Within the US particularly, the estimated order backlog decreased in two weeks from virtually 40,000 to virtually 35,000, which represents about 24 days of provide (down by three days). Decreases have been additionally famous in Europe and China.
Estimated order backlog:
- United States: 34,473 (24 days) – decreased by 3 days in two weeks
- Canada: 1,484 (22 days) – decreased by 5 days in two weeks
- Europe: 15,710 (19 days) – decreased by 4 days in two weeks
- China: 10,939 (15 days) – decreased by 1 day in two weeks
- different: 12,738 (50 days) – elevated by 8 days in two weeks
- Complete: 75,334 (22 days) – decreased by 1 day in two weeks