Part 5/9:
Contrary to some investor narratives, the recent slowdown in Tesla’s backlog and order availability does not necessarily point to waning demand. Instead, it may be a deliberate move by Tesla to manage supply and streamline production, perhaps waiting for new models or redesigns. For instance, the inability to immediately order the most popular all-wheel-drive Model 3 indicates Tesla might be retooling or preparing for new releases.
Many Tesla buyers in Canada prefer all-wheel-drive versions due to snowy conditions, and Tesla’s current supply constraints could be strategic as the company anticipates launching updated models. These moves seem less like demand issues and more like supply chain or manufacturing adjustments.