$Tesla (TSLA.US)$ With supply chain squeezes and inflation,...
$Tesla (TSLA.US)$With supply chain squeezes and inflation, it should be considered that Tesla can’t fulfil this year delivery forecast of 50% more. Might see some sign in the next quarter?
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TeslaSmurf
:
Tesla is already fulfilling it: Just check the production Numbers of Q1 on trend to MORE than 50 %, not considering the two new factories. Tesla Shanghai is already 200% month to month compared to 2021. SURPRISE ! …. as usual
Min_89
OPTeslaSmurf
:
I don’t think we have actually seen the constraints. Tesla is surviving with long term contracts until now. Elon himself said new factories won’t mean a lot if supply chain is limited. With Russia out of trade source, I guess we will know in the next quarter.
TeslaSmurf : Tesla is already fulfilling it: Just check the production Numbers of Q1 on trend to MORE than 50 %, not considering the two new factories. Tesla Shanghai is already 200% month to month compared to 2021. SURPRISE ! …. as usual
Lionnell : just die to $700 tomorrow.. stop fighting it…
Silverbat : Impossible to meet 1.5M prodution
Min_89 OP TeslaSmurf : I don’t think we have actually seen the constraints. Tesla is surviving with long term contracts until now. Elon himself said new factories won’t mean a lot if supply chain is limited. With Russia out of trade source, I guess we will know in the next quarter.
TeslaSmurf Silverbat : You are right: it will be 1.750.000 1.400.000 coming from Fremont and Shanghai alone. Add Bertín and Texas…