The Tesla CEO's regular calls on the company's employees to do everything possible to maximize the production of electric vehicles at the end of the quarter are due to the specifics of the supply of products of this brand. This week was no exception, but Elon Musk at least expressed hope that the uneven supply in the next quarter will be reduced.
As Electrek explainsWith reference to the next mailing list of Tesla, addressed to workers of car assembly plants, Elon Musk called the current week the most intense in the history of the company in terms of product deliveries. The fact is that now Tesla is trying to work in the export markets in the first half of the quarter, since the delivery times for electric vehicles outside the United States are quite long, and the company receives money for the products sold only after the final owner receives it. This priority allows Tesla to accelerate the financial return on export activities. In the second half of a quarter, Tesla usually works to meet domestic demand in the country of presence, since delivery times in this case are shorter, and it receives money for shipped electric vehicles faster. This also applies to the scheme of work of a Chinese enterprise in Shanghai,
Musk has already reported that some of the electric vehicles released at the beginning of the quarter were waiting for the necessary components and could not leave the warehouses. As a result, the unevenness of supply only increased, and the fault was the shortage of semiconductor components that hit the entire industry. In a fresh address, he expresses the hope that in the next quarter the uneven supply will be smoothed out. That is, the deficit will not affect the company so much.
Apparently, such confidence is based not only on the expectation of an improvement in the situation with the supply of chips, but also on the commissioning of a German enterprise in the vicinity of Berlin, which will begin to assemble Model Y crossovers in October. However, this event will not have a significant impact on logistics until next year, since at first the production volumes will be small. The decrease in the European market's demand for imported electric vehicles following the launch of the plant in Germany will have a beneficial effect on the smooth operation of Tesla's operations in the United States and China.
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