Open:FactSet Forum

Measure TSLA Model 3 production as a proxy for demand?

How much demand is there for the TESLA Model 3?

Right now, “We’re only making cars for Europe and China,” said Elon Musk of current few weeks Model 3s. With the expiration of the $7500 tax credit in the US, TESLA has turned its attention to Europe and China for Model 3 demand. With Genscape proprietary technology, SEE physical delivery of Model 3 cars from the Freemont facility and compare that to our count of Model 3 batteries from the Gigafactory.