![]() That growth and creation is made possible by you. Such impressions grow to create wonder and amazement for the world. A single picture can fill us with inspiration which, in turn, brings us joy. Who isn’t a bit inspired to buy when a car they want drops in price by a couple thousand dollars, or by more than $5,000 if you can take advantage of the full US EV tax credit and take that into account? Heck, I’m not even in the market for a Model 3 (I have one) and that looks tempting.īut how do last last two matters explain inventory of the other models dropping? Well, there have also been price cuts of other models (even if not as much in the case of the Model Y), and if you look again at that first line graph, the bulk of the drop has come from Model 3 inventory dropping.There is a whole world that we get from images. Tesla also started offering discounts (up to $2,410 off, as Chris Boylan found) a couple of weeks ago. This is around the time that might start kicking in when looking at inventory numbers. That change was made a couple of weeks ago. Perhaps the change in US policy giving the base Model 3 the full $7,500 tax credit (instead of half of that, $3,750) is showing up in these numbers. That seems unlikely, though, since the monetary value of that is quite low. Perhaps the 3 months of free Supercharging is getting more vehicles out the door. Though, that doesn’t seem super likely since Tesla has historically focused on nearby, US shipments with vehicles produced at the end of quarters. The big question is: what has caused Tesla inventory to drop so much in the last day or two? Perhaps it is that recently produced Tesla vehicles are being shipped elsewhere now, draining inventory. That last one does help to show that inventory right now is very similar to what it was at the end of February and beginning of March. Graph courtesy of Tesla Inventory Tracker. Also, inventory levels have been fairly high … until the last few days. Furthermore, a refreshed/new version of the Model 3 is expected to be coming out soon, which logically slows down sales of the current version of the Model 3.Ĭoncerns have been raised recently due to Tesla cutting prices and offering buyer incentives, like free Supercharging for a few months. It’s just that Tesla production and sales have risen so high that there are questions and concerns about whether they can stay at this level, or even grow from here. ![]() That’s not because there isn’t massive demand for Tesla vehicles. There have been some concerns about consumer demand for Tesla vehicles in the US lately. This will make it more difficult to estimate US sales. Tesla inventory charts here and here that were pulling data from Tesla's website don't work correctly anymore because Tesla changed something. Not clear if it was due to the volume of API requests (I tried to keep it light where possible), or if they don't want their inventory scraped.Īnyways, it looks like my site won't be showing any new inventory data for now. Looks like Tesla blocked my server today. ![]() This is related to a technical change Tesla made today. I'm getting a lot of questions about why the inventory charts here and here show a huge drop. Here are a few tweets regarding the change: So, we are simply losing insight into US Tesla inventory if this doesn’t change again. The reason for Tesla’s dramatic drop in US inventory in the past couple of days is actually that Tesla has blocked the site behind these charts from accessing the root data. ![]() UPDATE: Almost the entire article below can be ignored.
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