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China, on the other hand, delivered a new record approximately 15,000 vehicles higher than the previous quarter. This surge aligns well with Tesla's strategic expansion, notably with the ramp-up of battery production at Tesla's Nevada Gigafactory. The increased output of 4680 batteries, which qualify for hefty battery credits, is set to improve Tesla's margins in China and other markets, although China currently cannot benefit from such credits.
Meanwhile, Canada's performance was in line with expectations, rounding out a picture of steady North American growth. Despite some minor setbacks in US delivery numbers, the overall outlook remains positive, especially considering supply chain constraints that affected inventory levels at certain times, notably in the US Model Y.