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Troy, a key analyst, anticipates European deliveries to be around 80,000 units in Q1 2023, down from Q4 2022's 93,500 units. Usually, Q1 is a low quarter for Europe, with the UK showing particularly sluggish sales. However, the data from Norway indicates a possible turnaround, which could signal a broader trend as monthly data from larger European markets begin to roll in.
Critics have questioned Tesla's focus on a $20 million annual sales target for 2030 based on these small markets. However, Troy and other analysts emphasize that recent daily reporting data from small countries often aligns with larger regional trends, and the current buildup hints at potential growth.