Part 5/10:
This debate underscores a strategic question: Is Tesla aggressively clearing unsold inventory to prepare for new demand, or are demand signals truly weakening? Bauer advocates the former, noting that as long as Tesla continues to produce every car it can, delivery timing on the books is secondary, given the company's capacity and relentless push to sell every vehicle manufactured.
Delivery Times Around the World: Demand in Different Markets
An examination of delivery timelines across several key markets reveals intriguing insights:
- Australia and New Zealand: Long-range and performance models face delivery delays extending from February to May, indicating some supply bottlenecks but also the potential for demand in these regions.