2/ BYD vs. Tesla 3/Y vs. NIO, Xiaopeng, and Li Auto Monthly Deliveries $BYDDF $BYDDY $TSLA $NIO $XPEV $LI pic.twitter.com/GypxoYKkoO

— Jack Shea (@Real_Jack_Shea) September 8, 2021

4/ BYD, Chinese NEV Startups, and Tesla 3/Y YTD Deliveries in China

BYD remains the NEV champion in China. This month, BYD will likely surpass Tesla in BEV deliveries in China this year. $BYDDF $BYDDY $TSLA $NIO $XPEV $LI pic.twitter.com/2qjnKbsY6P

— Jack Shea (@Real_Jack_Shea) September 8, 2021

5/ September China deliveries will indicate everything. Anything in the red (<30,000) will tell us the pattern is broken in China. That is, demand is down for Teslas in China, even with a new model. $TSLA needs to deliver 40,239 units in China this month to have a flat quarter. pic.twitter.com/ZuwsqJtlyj

— Jack Shea (@Real_Jack_Shea) September 8, 2021

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