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Industry insiders, including Tesla CEO Elon Musk's confidant James, continue to uphold their forecast of 450,000 to 460,000 total deliveries for the quarter. The projection of 460,000 units hinges heavily on strong US delivery figures, though currently there is some uncertainty due to limited access to Tesla’s inventory data in the United States and Europe's less promising outlook. The US market remains ambiguous but could play a pivotal role if delivery targets are met or exceeded.