The last quarter of the year arrives and with it a time full of traditions: thanksgiving, turkey, lots of nougat, Christmas and massive deliveries of Tesla models. Like every year at this time, the Austin brand accelerates the pace of production and deliveries to top off figures that year after year have been breaking records. There is no doubt that 2022 is already being a spectacular year for Tesla so far, but they are not satisfied with the figures yet: a filtered internal mail shows that the delivery plans contemplate a time much more accelerated than that of previous years.
Although the year is clearly going to close in a big way, 2022 has had quite complicated phases in terms of production. Tesla's biggest manufacturing center, the Shanghai Gigafactory, experienced several weeks of closure in March due to a local rebound of the COVID-19 pandemic; a delay that was later recovered in just a few weeks thanks to the intense pace of manufacturing. The Chinese plant currently shows very high production figures again, reaching 5,000 units per week.
However, the year will be marked by the opening of the Giga-Berlin and Giga-Texas plants. Two new Gigafactories that little by little add more and more EV units to the general balance. There have also been production stoppages there, although for reasons quite different from the Chinese case. Despite those plants being brand new, Tesla has recently updated them in order to speed up the pace of manufacturing, and by the way introducing - in the case of the German factory - a new work shift, which basically means "more speed, more cars".
In an internal email revealed by Electrek, Tesla's management leadership has informed its workers that "they expect a very high volume of deliveries to customers who are anxiously awaiting their cars by the end of the year". To achieve this goal, management requests an additional effort from its workers so that, as far as possible, they meet - or even better, accelerate - delivery plans. Plans that in some cases have been extended in recent months.
Such is the expected volume that the mail actually encourages all dealership staff to perform many different tasks: wash, move, prepare and deliver the EV units ready for customers; any effort will be little as for the commercial maelstrom that is expected to come. Some well informed analysts expect Tesla to complete between 350,000 and 370,000 deliveries in the last three months of the year, which is a considerable jump from the current record, set at 310,000 deals closed in the first quarter of this year.
All images courtesy of Tesla Inc.
Nico Caballero is the VP of Finance of Cogency Power, specializing in solar energy. He also holds a Diploma in Electric Cars from Delft University of Technology in the Netherlands, and enjoys doing research about Tesla and EV batteries. He can be reached at @NicoTorqueNews on Twitter. Nico covers Tesla and electric vehicle latest happenings at Torque News.