An Unfolding Tesla Demand Crisis?

Dec 20, 2022

∙ Paid

I have updated this with the Chinese 4th week of December Tesla registrations numbers.

Since July of this year, Tesla’s order backlog has been shrinking very significantly. After the Shanghai China plant was refurbished to supply more cars, the Chinese order backlog has pretty much vanished. Tesla’s response was to cut prices by up to 10% and then to ad…

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