Is there always a lull in the week up to the end of the quarter? Do Tesla not ship continuously or is it always a feast and famine type shipping schedule with a peak at the start of the last month of the quarter?
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Here's the facts - feel free to draw what you like.
Tesla aim to deliver as many cars as they can in the same quarter as they were manufactured.
It takes 3 weeks to ship from Pier 80 to Zeebrugge/Southampton.
Time needs to be added for factory to Pier 80 transport and port to customer transport.
Port to customer say 10 days.
Factory - Pier 80 another 10 days.
So you should now have a total of 41 days.
From this you can say the 1st ship will arrive around 31 days after the start of the quarter and the last ship will arrive 10 days before the end of the quarter. This is the maximum shipment window.
Assuming a weeks production is loaded on to each ship it means there is a maximum of 8 ships per quarter using this route.
It means that in the 1st month of each quarter there are no ships arriving and therefore a lull in deliveries until the 2nd month.
Shortcutting the route by sending cars overland by rail to east coast ports and shipping from there is expensive however at least one maybe 2 extra shipments can be made, however this is at the expense of domestic US production.
The model may change next quarter with the possibility of exports to Europe of LHD Model 3s from China.
We shall see...
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