Half way towards the 5,000 a week target, which Tesla reckons they'll reach at the end of June. However, even at 5,000 Model 3s a week, it'll still take almost 2 years for the waiting list to be cleared. I expect the target will be lifted in June to 7,500 a week by September. Which now looks eminently doable. This will, combined with the rapid growth in the new Nissan Leaf, push EV sales to 4% of total US car sales in Q4 2018. It will also make Tesla profitable.
The graphic comes from Bloomberg.
Disclaimer
Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. While I do make mistakes, I try hard to do my analysis thoroughly, and to make sure my data are correct (old habits die hard!) Also, don't ask me why I called it "Volewica". It's too late, now.
BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Tuesday, April 10, 2018
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