In letter : In the third quarter of 2021, Tesla delivered a record 241,300 vehicles, an impressive number in itself and even more impressive given that other automakers are experiencing declining sales due to continued component shortages.
Tesla has delivered a total of 232,025 Model 3 and Model Y units in addition to 9,275 Model S and Model X vehicles. The company only counts a vehicle as delivered if it is transferred to the customer and all documentation is correct. .
Tesla shares popped up and briefly broke the $ 800 mark, but cooled down a bit as the day progressed.
The second quarter of 2021 was Tesla’s previous best quarter, one that saw the electric vehicle maker deliver 201,250 vehicles. For comparison, the company delivered 367,500 vehicles in 2019. GM said last Friday it sold 446,997 vehicles in the United States in the third quarter, down 33% from the previous year. .
Few companies seem immune to the continuing shortage of components. What started as a chip shortage spurred by the current Covid-19 pandemic has evolved into a much larger component shortage impacting a wide range of industries. Tackle a labor shortage, a trade war with China, restrictions on energy use and recent changes made by the US Postal Service, and it’s shaping up to be a season a very tumultuous vacation.
Despite record deliveries, Tesla is also meeting challenges in global supply chain and logistics. Three of the company’s most anticipated vehicles – the second-gen Roadster, Cybertruck and its semi-electric – all face delays.
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