Tesla Model S: Tesla does not give out exact monthly sales… so we never know for sure what the monthly numbers total up to until their quarterly updates, but we do our best to keep our finger on the pulse of what is happening.
Unlike other (like all) publications, we don’t simply take an expected number of sales for the Model S given by analysts for the quarter and then divide it by 3 to get a monthly number and hope it all works out…we actually put in a little effort into the estimated number and attempt to explain what is happening behind the scenes. (and so far, it has worked out pretty good)
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As foretold by the company, Summer of 2014 can loosely be translated as “no soup for you” United States when it comes to Model S deliveries. And true to their word, for August very, very few deliveries took place in the United States as Tesla focused on Asia
Not helping August sales was Tesla shutting down its Fremont assembly facility for two weeks in late July/early August in preparation for the upcoming Model X, and to expand Model S production by 25%.
Tesla’s original stated plan was that US deliveries were expected to go on hiatus through about the 3rd week of August – with 85 kWh US deliveries returning in full force in late August.
However, reality was that the factory shutdown/restart apparently didn’t go all that well and if you were expecting a new Model S sedan from Tesla in August…well, you probably didn’t get it. Reports of a delay of 1-3 weeks seem common place.
For August, we estimate maybe (big maybe) 600 Model S sedans were delivered. Even as we write this, we feel this is too generous.
On the good news front, production on the bigger/faster/stronger assembly line in Fremont is now going nuclear with laser focus on the United States as the end of the quarter breathes down the company’s neck.
Just about every American who was looking for a new Model S from earlier this Spring/Summer has a report in their hand that it is now ‘in production’ in some form or another and they are going to get it before THIS month’s end. September is practically guaranteed to be a blow-out month for the automaker.
Ain’t quarterly deadlines great? Must make for some really tired and stressed out workers at Tesla’s Fremont plant!