Part 6/13:
Perhaps most intriguing is Tesla’s recent inventory reduction in the US and Europe. Large drops in available vehicles suggest strong sales or a shift in how Tesla displays or manages its inventory. Despite some skepticism, the consistent data across different tracking platforms hints at real sales tightening, which could translate into a backlog of demand or upcoming price increases.
However, Tesla industry observers advise caution, noting that inventory data can fluctuate due to website updates or strategic adjustments. Still, if this inventory contraction reflects actual sales, it portends a bullish outlook, possibly leading to capacity constraints or higher pricing power.