With the opening of additional factories in Germany and the USA, Tesla actually wanted to alleviate or end the long usual hectic pace of deliveries at the end of each quarter. But instead, the final days of the first quarter that the two gigafactories are officially operational might now be even busier. Because the important factory in China was initially unable to produce due to new corona lockdowns in April and only to a very limited extent until the end of May, which is why Tesla, for example, experienced a slump in new registrations in Germany experienced. But according to a report, CEO Elon Musk apparently intends to catch up massively in the rest of the quarter.
Musk: “Pretty intense quarter-end”
In the past, motivating e-mails from the Tesla boss to give everything once more in the last few days have repeatedly been announced. Also Musk himself was on New Year’s Eve 2019 as a helper with deliveries shortly at the end of the year seen. He has also announced several times that he intends to smooth out the usual quarterly pattern with few deliveries on export markets in the first few weeks and then a wave at the end.
In February it was okay unusually high Tesla registrations in Germany in the middle of the quarter even before the start of the local gigafactory, as if this would succeed. At the end of March, however, the new lockdown began in Shanghai, which initially dried up supplies. The usual low export figures in April, the first month of a new quarter, were therefore followed by an even weaker May. But as the blog Electrek reports, CEO Musk apparently wants June to be all the stronger: Tesla has had the problem since 2008 that something is causing the end of the quarter to be “crazy”, he is said to have said to employees on Wednesday. And the end of the current quarter will once more be “rather intense”.
The smoothing of the Tesla delivery waves seems to have been postponed once more. The long closure and then restriction in China was a “huge challenge”, Musk said in the Electrek Message further quoted. The gigafactory there is just regarding to return to full production. The factory in Germany, meanwhile, has not yet been able to contribute many Model Ys to the May deliveries in Europe, and the new one in Texas is evident only recently the first Model Y to external customers hand over.
Smaller Tesla waves from the 2nd half of the year
When the three-week complete closure of the factory in China had just ended in the second half of April, Musk was already optimistic regarding her: she would come back strong, so Tesla in the second quarter may still produce as in the previous quarter or even do something more. Analysts are currently expecting that it will be noticeably below the 305,000 electric cars in Q1 2022. Musk apparently did not repeat his optimistic forecast on Wednesday either, but the renewed hectic pace that has now been announced at the end suggests that the gap should not be too big. As the CEO further said, according to Electrek, the Tesla wave should now become noticeably smaller in the new quarter from July – “if nothing happens”.
