Correct, if you count everything with a plug then Tesla will not have more than 11 percent global market share this year. People seem to think that everything stands and falls with Tesla. Tesla mentioned the Red Sea shipping problems, the arson attack that cut off electricity supply to their "Giga Berlin" factory for a few days or the ramping up of the production of the updated Model 3 in Fremont as reasons for the lower than expected deliveries. But from what I have read and heard from people in the industry, the lower than expected deliveries are mainly in the United States. It looks like at least to a certain extent it has to do with Elon Musk's X (twitter) posts. Imho many of the people who are taking Elon's statements as a reason to not buy a Tesla will likely buy an EV from another company. But that is just my opinion.
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