The estimated Tesla world electrical automotive order backlog didn’t change a lot in Might, in comparison with April, which signifies a stability between provide and demand.

In response to Troy Teslike, a useful supply for Tesla stats and forecasts, the estimated world order backlog as of Might 31, 2023, was roughly 75,000. That is 7,000 greater than on the finish of April, however 8,000 lower than on Might 16. In different phrases, the numbers go up and down a bit, however typically, the scenario might be described as comparatively secure.

The numbers are primarily based on fastidiously tracked Tesla-related stats (manufacturing quantity, common wait occasions for every mannequin/trim), as proven within the hooked up tweet.

The 75,000 models correspond to about 22 days of producing capability (down by someday in a matter of two weeks), in response to the report.

We’re very curious concerning the numbers for mid-June, however these will not be but obtainable within the open model of the report.

For reference, listed here are the numbers for earlier durations (wait occasions):

• Might 31, 2023: 75,000 (22 days)
• Might 16, 2023: 83,000 (23 days)
• April 30, 2023: 68,000 (21 days)
• April 15, 2023: 72,000 (22 days)
• March 31, 2023: 102,000 (28 days)
• March 16, 2023: 103,000 (29 days)
• February 28, 2023: 106,000 (30 days)
• February 15, 2023: 106,000 (30 days)
• January 31, 2023: 87,000 (26 days)
• January 15, 2023: 107,000 (30 days)
• December 31, 2022: 74,000 (23 days)
• December 8, 2022: 163,000 (40 days)
• November 30, 2022: 190,000 (44 days)
• October: 31, 2022: 285,000
• September 30, 2022: 299,000
• August 31, 2022: 385,000
• March-July, 2022: round 470,000
• January-February, 2022: lower than 400,000

When it comes to specific markets, the stability between provide and demand remains to be marked “pink” (too brief) for all main markets (United States, Europe, and China), compared to a possible gross sales quantity of 1.8+ million models yearly.

Within the US particularly, the estimated order backlog decreased in two weeks from virtually 40,000 to virtually 35,000, which represents about 24 days of provide (down by three days). Decreases have been additionally famous in Europe and China.

Estimated order backlog:

• United States: 34,473 (24 days) – decreased by 3 days in two weeks
• Canada: 1,484 (22 days) – decreased by 5 days in two weeks
• Europe: 15,710 (19 days) – decreased by 4 days in two weeks
• China: 10,939 (15 days) – decreased by 1 day in two weeks
• different: 12,738 (50 days) – elevated by 8 days in two weeks
• Complete: 75,334 (22 days) – decreased by 1 day in two weeks