neroden
Model S Owner and Frustrated Tesla Fan
Despite the logic of your conclusions, I think it would be fairly crazy for Tesla to start producing the Sigs *without* approval. After all, if they *don't* get approval that would mean they have to go back and retrofit 200 cars, pretty much immediately, which is not efficient.So to speculate on what this might mean for the first Canadian deliveries... if the approval arrives before they get to the Canadian sigs, then they will start shipping immediately. If not then they will have to store 200 cars at Fremont (at least they have the room) until they can ship them. But with the extra delays it's more likely for them to get approval on time.
I think if they had no Sigs left to build which had approval, at that point they'd start building Ps and Rs and storing *them* (which would maintain the principle that the Signature holders get delivery before P and R holders).... at least I'd hope so! Of course, if European cars are approved they could produce European Sigs while waiting for Canadian approvals, etc.
However, they certainly seem to be expecting Canadian approval before they've finished the US Sig cars, so that would be the right assumption to work with.