75,000 On Might 31, 2023

The estimated Tesla international electrical automobile order backlog didn’t change a lot in Might, in comparison with April, which signifies a stability between provide and demand.

In response to Troy Teslike, a useful supply for Tesla stats and forecasts, the estimated international order backlog as of Might 31, 2023, was roughly 75,000. That is 7,000 greater than on the finish of April, however 8,000 lower than on Might 16. In different phrases, the numbers go up and down a bit, however basically, the state of affairs could be described as comparatively secure.

The numbers are based mostly on rigorously tracked Tesla-related stats (manufacturing quantity, common wait instances for every mannequin/trim), as proven within the hooked up tweet.

The 75,000 items correspond to about 22 days of producing capability (down by at some point in a matter of two weeks), in response to the report.

We’re very curious in regards to the numbers for mid-June, however these aren’t but obtainable within the open model of the report.

For reference, listed below are the numbers for earlier intervals (wait instances):

  • Might 31, 2023: 75,000 (22 days)
  • Might 16, 2023: 83,000 (23 days)
  • April 30, 2023: 68,000 (21 days)
  • April 15, 2023: 72,000 (22 days)
  • March 31, 2023: 102,000 (28 days)
  • March 16, 2023: 103,000 (29 days)
  • February 28, 2023: 106,000 (30 days)
  • February 15, 2023: 106,000 (30 days)
  • January 31, 2023: 87,000 (26 days)
  • January 15, 2023: 107,000 (30 days)
  • December 31, 2022: 74,000 (23 days)
  • December 8, 2022: 163,000 (40 days)
  • November 30, 2022: 190,000 (44 days)
  • October: 31, 2022: 285,000
  • September 30, 2022: 299,000
  • August 31, 2022: 385,000
  • March-July, 2022: round 470,000
  • January-February, 2022: lower than 400,000
 

By way of specific markets, the stability between provide and demand continues to be marked “purple” (too brief) for all main markets (United States, Europe, and China), compared to a possible gross sales quantity of 1.8+ million items yearly.

Within the US particularly, the estimated order backlog decreased in two weeks from virtually 40,000 to virtually 35,000, which represents about 24 days of provide (down by three days). Decreases have been additionally famous in Europe and China.

Estimated order backlog:

  • United States: 34,473 (24 days) – decreased by 3 days in two weeks
  • Canada: 1,484 (22 days) – decreased by 5 days in two weeks
  • Europe: 15,710 (19 days) – decreased by 4 days in two weeks
  • China: 10,939 (15 days) – decreased by 1 day in two weeks
  • different: 12,738 (50 days) – elevated by 8 days in two weeks
  • Complete: 75,334 (22 days) – decreased by 1 day in two weeks