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That definitely used to be the case, they seem to be building inventory and idling factories lately.


It delivered over (and presumably sold) 96% of the vehicles it has produced. Presumably the price cuts have had their desired effect on reducing unsold inventory

> The deliveries are the most ever in a quarter for Austin-based Tesla, and a 83% increase from a year ago. The company also managed to trim the gap between production and deliveries — a figure closely watched by analysts — to 13,560 units in the second quarter. In the first quarter, it produced nearly 18,000 more cars than it delivered to customers.

https://www.bloomberg.com/news/articles/2023-07-02/tesla-set...


You could be right about the inventory, but isn't idling factories the exact opposite of what they're doing if they're smashing production targets?


Both could theoretically possible if they have bought on online a lot of factories or lines .

This is not the actual case while possible, they have been investing heavily in production capacities in Berlin , Shanghai, Texas etc however they are not so far outstripping demand with new capacity.


Yeah, theoretically of course, but if they were bringing online that degree of manufacturing then they would also match it with higher targets.


Bringing capacity online takes years of planning , it is quite possible that market conditions no longer support that kind of growth (recession/more competition etc).

Tesla has very aggressive capacity being built in Texas , Mexico, Berlin and Shanghai not to mention other component plants in Nevada, Canada Netherlands etc.

It is quite probable next year they cannot keep growing sales aggressively as before and some capacity will idle despite breaking records and hitting targets and having more unsold inventory .


shhhh just go with it




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