Tesla Q3 2024 Production and Deliveries

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Produced: **469,796** Sold: **462,890**

6.9 gwh

9.4 GWh last quarter though, 2023 Q3 was 4 GWh so while an improvement YOY the decrease will be questioned from Q2

Almost half a million in a quarter is impressive from Tesla. Maybe they'll break that 2M mark this year.

Megapack installations are big projects if you finnish 2 2gwh projects in one quarter, and just 1 gwh and one 0.5 gwh projects you are down Q over Q significantly. It does not work like big volume cars in high nummbers. The market is booming like crazy. even here in germany where the narrative (politics, oil industry the media) wants to push foolish hdyrogen as "battery" to power our economy. Even here i read more and more about big battery projects (not as big as 1gwh but industrial scale. Half a year ago i did not read a single thing about batterys only Hdyrogen.

im very optimistic, bout 2 million is out of reach for this year.

Storage deployments have always been lumpy due to the timing of big projects. A decrease QoQ there is very normal, as long as the longer term trend remains upward.

Germany seems to get everything wrong on energy consistently and I don't understand it at all Close nuclear, mine coal, suck down Russian nat gas, invest in hydrogen

Not a big deal but they have 5 models; why can't they list individuals numbers? And really because I'm curious, why can't they break it down (e.g. M3 RWD, M3 AWD, M3P - although this might get messy when factoring all the permutations from various countries. But at least provide M3, MY, MS, MX and CT separate).

Great numbers but yes, I wish they were more transparent as well.

thats the problem when you listen to lobbyist and not to scientists.

Probably to hide how poorly specific models are doing.

Ha ha!

If we're talking only production numbers, they would have to produce ~686,000 units in Q4 to get to that 2M mark. That would be a ~46% increase QoQ. So I wouldn't hold my breath. They will be lucky to produce more than they did last year. Last year they produced 1,845,985 units. To meet that number they would have to produce 531,985 units in Q4. Their highest production quarter was 493,984 (Q4 2023). So they would need to beat their best ever quarter by 7.7%, which is definitely do-able but it is a QoQ increase of 13.2%. The question is: would they be able to sell as many as they produce?

100%. They don't want to show 3 vs Y or the numbers of S, X, and Cybertruck. It looks better for them having it all lumped together.

X is the worst I Guarantee you

We can probably work that out for ourselves. No other company breaks down car trims like that. We can assume the volume seller is the long range awd for both the 3 and the y pretty comfortably and that’s followed by the rwd and then the performance. For the s/x/ct we know that the cybertruck is most of those sales and I’d bet it’s the s next and the x last since the y cannibalizes those sales. Also those vehicles likely aren’t a huge focus for Tesla. They were the high cost vehicles Tesla needed to get to its main goals of the 3 and the y and eventually the ultra cheap vehicle (model 2 or whatever they’ll call it).

Thanks for the math, I guess they won't be hitting the 2M mark this year then.

I suspect you are right but I'd like to see actual numbers. As far as other companies, I think they do give numbers for each model although they don't do it by trim. Tesla with their sales model probably can do it easily.

I suspect you are right but I'd like to see actual numbers. As far as other companies, I think they do give numbers for each model although they don't do it by trim. Tesla with their sales model probably can do it easily.

[removed]

Correct. Although the Cybertruck recall lets us graph a line anyway.

Uh huh.

Nice

Less about scientists and more about inventors.

Owning an X for six months was the least enjoyable car I’ve had in twenty years, and depreciated insanely, even though I bought it used.