Maybe because TSLA supplies global markets. The question of FEoC...

Maybe because TSLA supplies global markets. The question of FEoC might get raised and who knows exactly with all the subsidiaries how any of that truly works. The question of IRA ... presumably your reference is the $7,500 rebate ... is purely NA market ...

https://tridenstechnology.com/tesla-sales-statistics/ It is a very interesting piece to review...




@arfbarf I took Tesla's unit sales numbers ... lovely hockey stick graph that it is ... and did the following really quick analysis
Look at the % growth ... the sequential growth is slowing (and yes lots of variables not considered ... new models, pricing, rebates etc). The article gives 2024 Q1 as 386,810 ... if I annualize it that is ONLY 1,547,240 ... way below the flat line unit volume of 2,490,113 needed to maintain 38% growth. If the annualized number is anywhere near accurate (and no way it is because of seasonality alone) then growth has not only slowed it has become negative. You only have to read further into the article to see this seasonality effect in US data. But when you look at that you see that prior corresponding period growth (Q1'23 compared to Q1'24) is negative (no growth). Again you have to dig deeper as to why.