The estimated Tesla international electrical automobile order backlog didn’t change a lot in Might, in comparison with April, which signifies a steadiness between provide and demand.
In accordance with Troy Teslike, a useful supply for Tesla stats and forecasts, the estimated international order backlog as of Might 31, 2023, was roughly 75,000. That is 7,000 greater than on the finish of April, however 8,000 lower than on Might 16. In different phrases, the numbers go up and down a bit, however generally, the state of affairs may be described as comparatively steady.
The numbers are primarily based on fastidiously tracked Tesla-related stats (manufacturing quantity, common wait instances for every mannequin/trim), as proven within the connected tweet.
The 75,000 items correspond to about 22 days of producing capability (down by sooner or later in a matter of two weeks), in accordance with the report.
We’re very curious concerning the numbers for mid-June, however these are usually not but out there within the open model of the report.
For reference, listed below are the numbers for earlier durations (wait instances):
Might 31, 2023: 75,000 (22 days) Might 16, 2023: 83,000 (23 days) April 30, 2023: 68,000 (21 days) April 15, 2023: 72,000 (22 days) March 31, 2023: 102,000 (28 days) March 16, 2023: 103,000 (29 days) February 28, 2023: 106,000 (30 days) February 15, 2023: 106,000 (30 days) January 31, 2023: 87,000 (26 days) January 15, 2023: 107,000 (30 days) December 31, 2022: 74,000 (23 days) December 8, 2022: 163,000 (40 days) November 30, 2022: 190,000 (44 days) October: 31, 2022: 285,000 September 30, 2022: 299,000 August 31, 2022: 385,000 March-July, 2022: round 470,000 January-February, 2022: lower than 400,000
When it comes to specific markets, the steadiness between provide and demand remains to be marked “pink” (too quick) for all main markets (United States, Europe, and China), compared to a possible gross sales quantity of 1.8+ million items yearly.
Within the US particularly, the estimated order backlog decreased in two weeks from nearly 40,000 to nearly 35,000, which represents about 24 days of provide (down by three days). Decreases had been additionally famous in Europe and China.
Estimated order backlog:
United States: 34,473 (24 days) – decreased by 3 days in two weeks Canada: 1,484 (22 days) – decreased by 5 days in two weeks Europe: 15,710 (19 days) – decreased by 4 days in two weeks China: 10,939 (15 days) – decreased by 1 day in two weeks different: 12,738 (50 days) – elevated by 8 days in two weeks Whole: 75,334 (22 days) – decreased by 1 day in two weeks