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Model S backlog to February

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They produced cars for the North American market(s) only until recently, to make sure that all those cars can be delivered in 2015 to meet their guidance of 50-52k cars in 2015. So production for Europe/Asia was close to 0.

Now there's probably a huge backlog for Europe/Asia, and close to 100% of January production is for those markets. So you guys in North America need to wait until February. :)

That's my assumption.
 
The Model S Design Studio delivery date is a phony "come on" date. On 1 Dec when I entered my order it read "Late December." But when my order was Confirmed on 2 Dec the estimated delivery slipped all the way to "Late January, Early February." @Lesifass speculation that end of year emphasis is on completion of deliveries of North American vehicles is quite logical.