I don't expect the in-transit number to drop because the factory was running full tilt at least through 12/26 and most if not all of those cars would not have been delivered in Q4.
A glance at the delivery tracker google sheets is a boon for these types of questions. Even from a small sample size, the abrupt change from US customer production to foreign customer production is remarkable. Looks like US cars were being produced up until around 22/23 December followed by an abrupt change to European production (seemingly the factory was not closed last week of December). Many of the cars that were produced in the week up to Christmas were also delivered by the end of the year (US customers).
Maybe the focus should be on the number produced, rather than the number delivered?
I'd rather just focus on are they making good cars, batteries, solar systems? This quarterly stuff is sort of interesting and useful for investment purposes but all that really matters is if they are making good stuff, treating people well, and if they are able to do it while paying their bills.
Interesting, I assumed the factory would have been closed last week. Would you mind linking to the spreadsheet if you have a chance, is it part of TMC? So I guess assuming pretty much everything up to the 23rd got delivered then probably under 2400 in-transits?
While admittedly an outlier this is the latest car completed in the quarter that got delivered (at least in the spreadsheet):
I think the poll and comments should be closed and someone should summarize the current forum best guess. We'll know the actual numbers soon enough. This time no haircuts I guess
