Part 8/13:
Tesla’s European market performance remains robust, with recent numbers indicating nearly 95,000 deliveries in Q4 of the previous year, slightly declining to below 90,000 in Q2. This trend aligns with Troy’s analysis, which suggests that the first quarter benefited from some backlog fulfillment, whereas Q2 reflects current-quarter sales.
Going forward, the trend may see sales distributed more evenly over each quarter, potentially leading to a slight dip in monthly sales figures, but overall, the direction remains positive. The data from China is still awaited, but preliminary signals suggest that Tesla’s growth in Asia remains promising.