Part 10/14:
Market demand, economic conditions, and regulatory approvals will play significant roles. White highlights that current prices, inflation, and consumer expectations influence sales volume. While Tesla continues to roll out more affordable models, the ideal “entry-level” EV (around $25,000) remains elusive due to manufacturing costs and profit margins.
Globally, Tesla’s sales are strong in China, Europe, and emerging markets like Morocco. In Europe, sales have experienced periods of decline but are showing signs of recovery, driven by Tesla’s value proposition and expanding service networks. In the U.S., sales are expected to be somewhat subdued in Q4 due to a pull-forward effect from earlier quarters.