Tesla Model X deliveries

499,550 Tesla Sales In 2020 (CleanTechnica Charts)

“Troy Teslike” obsessively tracks Tesla registration data. He has a superb history when it comes to Tesla sales estimates (delivery estimates) at the end of each quarter. He also occasionally contributes articles for CleanTechnica and will do so much more in 2021. For now, though, he has shared his 2020 Tesla delivery estimates and I will dig into them to highlight the points that stand out to me, as well as create a couple of charts based on these figures.

“Tesla Demand Cliff” — Mistaken Logic? Tribal $TSLAQ Kool-Aid? Paid Trolling?

One year ago, when Tesla’s 3rd quarter 2018 production and delivery data came out, many Tesla critics were stunned — absolutely stunned. They had been saying for months that Tesla absolutely could not produce the number of cars Tesla ended up producing. They also said with great conviction that Tesla absolutely could not show a profit in the 3rd quarter, or any quarter. Tesla blew the criticisms out of the water with production, deliveries, and a solid profit.

My Tesla Q1 Forecast Was FUBAR

I have to eat crow. That is the civilized way to say it. What I wrote was completely off. It was logical, believable, and wrong. After submitting it, I thought I should have included that famous line about complex problems having simple answers that are completely wrong — a point I did prove. Another way of saying it, it was FUBAR.