A newly leaked email from the Tesla CEO Elon Musk to employees shows a strong Q4 demand and urges workers to scale up the production.
In recent quarters Tesla has not had a demand problem. But it looks like now it has a "high-class problem" of strong demand, which actually is a supply problem. Elon Musk reveals this problem in a newly leaked email urging employees to increase production because the demand is very high in the fourth quarter.
The Tesmanian and Electrek have obtained a copy of Elon Musk's email to employees and I quote it from these sources.
"We are fortunate to have the high-class problem of demand being quite a bit higher than production this quarter.
"To ensure that we have the best possible outcome and earn the trust of the customers and investors who have placed their faith and hard-earned money with us, we need to increase production for the remainder of the quarter as much as possible.
"I would only send this note if it really mattered.
"Btw, please send me a note directly if you see ways to improve output, but feel that your voice is not being heard."
If things are going in this direction Tesla may be able to meet its goal of delivering 500,000 vehicles in 2020. This means Tesla needs to deliver about 180,000 cars in the 4th quarter, which is nearly 40,000 more than in the 3rd quarter.
However, in my opinion, considering Tesla's strong November performance in China, when the company delivered 78% more cars than in October, I think it's possible for Tesla to meet its 2020 goal.
This is Armen Hareyan from Torque News. Please follow us at https://www.TorqueNews.com
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