electracity
Active Member
OK, so some factors with reservations are: worldwide, right-hand drive, countries Tesla doesn't even yet have a presence in, finances don't yet permit purchase. All seem reasonable to me.
But shouldn't there still be a significant backlog of US base Model 3 reservations? Out of 380K-400K initial reservations couldn't we guess that there might be... 20K US base model 3 waiters? 50K? 100K? Months of production, even at a full 7K Model 3s per week, which Tesla doesn't seem to have achieved with the base model 3 yet?
I accept the factors that people have mentioned. But still find it difficult to believe that something funny isn't going on with the reservation list.
Thank you for your thoughts.
Alan
The only possible answer is that a great many reservation holders have not progressed to making a purchase. The short order lead time means that supply exceeds current demand.
This is the slowest time for auto sales, so the situation should improve. I had expected Tesla to easily be supply constrained for this year, but obviously that is not true.
In the long run this situation may work well for Tesla. The apparent improvement in model 3 quality is probably partly the result of the factory not needing to push to make every unit possible.