StkTNk
Member
I was doing some analysis of the Order Tracker Spreadsheet, and it definitely indicates a deprivation of supply fulfillment in the North/East.This. I don't get the feeling that TX production is yet being considered when estimating delivery dates. Over the past three months, there was never a point where EDD timeframe really shrunk as one would expect with a significant planned increase in production capacity. On the contrary, backlog seems to have increased from 3 months to six months. While TX wouldn't be near the target 5K MY per week by March, even 1-2K per week at that point should at least diminish the rate at which the backlog increases.
Maybe I'm reading it wrong but that's the view from where I'm sitting.
If you're Tesla, and *know* that Austin is about to come on-line, why dedicate the extra miles and time/money to ship cars past the middle of the country (basically passing Austin).
Tomorrow is the shareholders meeting (at Giga Austin). I'm hoping (and expecting) a production-start announcement that would effectively begin an exponential EDD cut on anything East of the Mississippi.