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1/ As most $TSLA showrooms close in 42.0 minutes in Europe, time to start looking ahead again.
This is my first draft of BEV deliveries in Q3 and Q4. If you have any comments, know better, let alone work for an OEM, please comment or DM.
$TSLAQpic.twitter.com/QlQgl6vRpv
2/ It's visible that the gist is @VWGroup, @Groupe_Renault-@Nissan, @HyundaiEurope-@Kia, @fiat-@Peugeot-@Citroen and @volvocars-@PolestarCars.
I've added some margin of error in my calcs, but individually, my best guesses are these.https://twitter.com/fly4dat/status/1311304328691552256?s=20 …
3/ I have model breakdown estimates too, but I won't share them publicly as they are even more prone to errors. Again, any feedback would be highly appreciated.
27.7. I don’t even understand that.
That's my best guess for Europe in Q3 for Tesla.
Ford had 1500 deliveries in Norway/Netherlands and Spain in Q3, so is this BEVs only. It might also help to separate Polestar from Volvo. Thanks for all your work.
Yes, I must have made it clear, BEV only. If I separate Volvo from Polestar, it'd make sense to differentiate VW/Audi/Skoda/Porsche (and soon Seat/Cupra) too, just as Peugeot/Citroen/Opel/DS/Fiat, etc. I've decided to show only the groups. I have model breakdowns internally.
Brave of you to project such a large increase for Tesla ...
This is just BEV deliveries, right? Plug-in hybrids have been doing very well in Europe and are a sensible option for many buyers.
PHEVs rock. Growing by 200%+ YoY. But, for some strange reason, bulls disregard them. Maybe I shouldn't, as those are the future for the next 3-8 years.
We don't know. And it's an estimate only.
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