Part 8/12:
Tesla’s vehicle demand remains high, with reports of service centers struggling to keep pace with surging orders. Yet, recent analyst estimates have lowered delivery outlooks—Morgan Stanley cut their projections substantially, with expectations of a more modest 5% decrease for the year. Still, Elon Musk sees a different story, forecasts of 20-30% growth in vehicle sales for 2025, signaling confidence in Tesla’s long-term health.
Tesla’s manufacturing footprint in Europe has improved, with Giga Berlin now sourcing 92% of its components locally, reducing vulnerability to global disruptions. Meanwhile, Tesla continues striking deals, such as a $132 million contract in Australia for mega packs—highlighting its expanding energy storage business.