Part 6/13:
Canada, though smaller than the U.S., is still a significant market, especially considering logistics. Shipping vehicles from the U.S. to Canada is straightforward compared to more distant markets like Argentina or India. The lack of aggressive demand management tactics might indicate a strategic choice rather than ignorance. If Tesla’s management perceived demand to be manageable, they would potentially implement software locks or trim adjustments to optimize profitability and market penetration.
Furthermore, the fact that in both Canada and the U.S. models like the Model 3 Long Range are unavailable for order demonstrates how intense the demand situation is. Customers are facing extended wait times, sometimes more than a year, which further emphasizes remarkable consumer interest.