Exactly. If demand is high, every single Tesla S would be sold. Right now, there is unsold inventory.

The Tesla S and X line is not running at proper full capacity.

In Montreal, there are 3 Tesla Plaid models that are unsold and are in inventory. Also two model 3s.

 

Still anecdotal evidence

 

absolutely right.

i suspect part of it is chip shortage, part is focus on so many other things, jeff's rumor of some big model s tweaks coming, maybe trying to improve quality control, etc.

 

Agreed, I think there are a bunch of reasons as you pointed out 👍

Some people placed orders for multiple cars in different configurations hoping that one would arrive faster. They then cancelled the others

Another factor are people sometimes reject a car for various reasons, including large defects, small defects, or couldn't get the financing they thought they could get.

Some people rejected a car because they got tired of waiting for months, and went with another vehicle. Some people are out of the country this time of year and couldn't take delivery if they wanted to.

 

Or just maybe the S Plaid is not selling as well as everyone claims.

It is a 10 year old platform. And price was raised significantly. There is also far more competition and the same price point than there was in the past. It is just not selling as well as it once did.

 

Who said it is selling well?

 

wait, you are telling me Tesla has 5 vehicles in inventory in Montreal? OMG.
As you know, delivery date if you order one today is July 2022, unless you want one from inventory. Inventory models are usually the ones where buyer cancels the order for whatever reason.

Everything else you are trying to make out of that makes no sense at all. Think about it a bit, do not be silly.

 

I’ve seen a ton of your posts. I always expect the best from you. Nice response I plugged in 5 different zip codes and two different postal codes. All of them had 3-4 cars in inventory for the model S. Some had a few Tesla 3. IMO, the cut off from Europe was intentional so that there is actual inventory if someone actually wanted to purchase a new Tesla S Plaid…on the spot…on impulse…today!!! As other brands such as Porsche, Audi and the new Mercedes are definitely an alternative to the S in the United States so it serves Tesla well to have inventory. What are your thoughts on that?



Actually delivery date for a custom Plaid is February 2022.




Certain Tesla 3 can be ordered for Feb too.

 

The prevailing cancellation right now are on 3s and Ys to take advantage of possible tax breaks in 2022. Model S would not qualify. Tesla typically unloads on demo vehicles (store show cars) at EoQ, and you can see a ton appear over the last few weeks. What's peculiar about this is that all 170+ is new and still around (especially in Cali).

Selfishly, I'm hoping it is a demand issue so price would come down and I pick one up, but we'll see how the market plays out with Lucid available now too.

 

Not true, the higher end models only take around a month. The Plaid and M3P you can get quickly. The regular models have a long wait, especially the Mode S LR, those are well into next summer.

 

i built a regular model S LR white and it says november 2022. that's quite a long wait

 

I am seeing a TON of Plaids here. I saw 3 yesterday!

 

i do all this work - find area code for Montreal, go to Tesla Canada and enter the area code to get estimation - it is between July and December 2022, depending on equipment.
And yes, that is why they are building all these new factories.

 

If Tesla is experiencing cancellations, that is not a good thing to be having.

Tesla Plaid models in Canada or the US can be order for February 2022. The lower end stuff is July 2022 which will very likely move up. Model 3 long range or performance is Feb/March 2022. Model Y is now Feb 2022

​​​​​​​It is a good thing that Tesla has inventory waiting as well as shorter wait times for delivery.

 

The amount of Performance models is very small relative to the long range or standard models. There is a sizeable price difference. No matter how you try to spin it, Tesla is doing great. No amount of dislike for the brand is going to change that.