We expect $TSLA to have record deliveries this quarter, by quite a margin. pic.twitter.com/cvIiKouaoY

— Snow Bull Capital (@snowbullcapital) October 1, 2020

In terms of MIC Model Y, the Fremont Model Y assembly engineering team has been at GF3 during the factory ‘shut down’ last week building NEW Model Y lines (not retooling existing Model 3 lines, as many thought).

— Taylor Ogan (@TaylorOgan) October 1, 2020

Also, retooling for the new Kuka robots has already begun at GF3. The same German engineering team that programmed the Kukas at Fremont (and GF1 & GF2) worked alongside the Tesla Model Y assembly engineering team from Fremont during last week’s factory shut down. pic.twitter.com/fOE9SeRGqJ

— Taylor Ogan (@TaylorOgan) October 1, 2020

We expect this to inevitably increase production efficiency as it did when similar lines were retooled with the same Kuka and Fanuc robots at Fremont, increasing production efficiency by 55-60%.

— Taylor Ogan (@TaylorOgan) October 1, 2020

This, and the addition of a third shift DURING the Chinese national holiday starting last night (when most thought it would be completely shut down for the next week) increases our Q4 estimates for Model 3 production out of Shanghai to 62,855.

— Taylor Ogan (@TaylorOgan) October 1, 2020

This, and the addition of a third shift DURING the Chinese national holiday starting last night (when most thought it would be completely shut down for the next week) increases our Q4 estimates for Model 3 production out of Shanghai to 62,855.

— Taylor Ogan (@TaylorOgan) October 1, 2020

This, and the addition of a third shift DURING the Chinese national holiday starting last night (when most thought it would be completely shut down for the next week) increases our Q4 estimates for Model 3 production out of Shanghai to 62,855.

— Taylor Ogan (@TaylorOgan) October 1, 2020

There was a near-record number of ships (14) from Fremont to Europe & Asia this quarter. On those ships, there were fewer S/Xs; however, the freed up space allowed for more Model 3s to fit.

— Jack Shea (@Real_Jack_Shea) October 1, 2020

There have also been logistic improvements this quarter. Ships bound for the UK are now departing from New York City. Tesla usually ships cars from Fremont to Europe via the Panama Canal, which takes 21-22 days.

— Jack Shea (@Real_Jack_Shea) October 1, 2020

There have also been logistic improvements this quarter. Ships bound for the UK are now departing from New York City. Tesla usually ships cars from Fremont to Europe via the Panama Canal, which takes 21-22 days.

— Jack Shea (@Real_Jack_Shea) October 1, 2020

As for Canadian deliveries, in a bizarre move, the Glovis Corona ship arrived in Vancouver from Fremont on Sep 21, loaded with 3/Ys. Demand in Canada remains high for Model 3, and is picking up for Model Y.

— Jack Shea (@Real_Jack_Shea) October 1, 2020

pic.twitter.com/BlIESiObBS

— Bridget McCarthy (@bridgemccarthy_) October 1, 2020

We think deliveries will be higher than consensus, especially due to high 3/Y volume. pic.twitter.com/8Dsn1PGzuF

— Bridget McCarthy (@bridgemccarthy_) October 1, 2020

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