Gary Zhou 
A leaked email from Tesla CEO Elon Musk to the employees of the company suggested that the electric cars manufacturer may have a solid shot to hit a record number of vehicle deliveries this Q3 2020. However, to do this, Tesla will need to really dig deep and work hard to achieve its goals.
Musk’s leaked email appears to be directly addressed to Fremont factory workers, with the document concentrating on the importance of deliveries to the California market. The rallying cry of the Tesla CEO may very well be successful, because recent Fremont plant drone flyovers have shown that multiple vehicles are being prepared for delivery.
“We have a shot at record quarter for deliveries, but we’ll have to rally hard to achieve it. This is the most number of vehicles per day that we’ would ever had to deliver. Please consider vehicle deliveries to be the absolute top priority. It’s also extremely important that we keep factory output as high as possible over the remaining 10 days. This is vital for the California market,” Musk wrote, for the California market.
For the electric car manufacturer, Tesla’s end-of-quarter delivery and development projects have been very popular. There have been occasions over the years when in the final weeks of a quarter, the company ends up handing over about 30 percent of its overall vehicle deliveries. That being said, it seems that this third quarter might be in much better footing for Tesla.
Part of this is due to the contributions from Gigafactory Shanghai, which since the beginning of the quarter has been firing on all cylinders. Similar to Fremont’s drone flyovers, aerial videos from the Shanghai-based site show plenty of the huge factory filling up with Made-in-China Model 3s. Reports have also suggested that Giga Shanghai would halt its production of Model 3 in the Phase 1 zone for ten days beginning on October 1st, with the possibility of transitioning its facilities for the launch of the much-rumored LFP batteries of the all-electric sedan.
Tesla has retained its initial outlook for vehicle deliveries in 2020 despite the pandemic, with the company aiming to produce 500,000 cars by the end of the year. Considering that the company only delivered 88,496 vehicles in Q1 and 90,891 cars in Q2, to get a good shot at 500,000 deliveries, Tesla will have to deliver north of 140,000 vehicles in the third quarter. And even if Tesla reaches more than 140,000 vehicles in Q3 2020, in order to meet its goal, the company will have to produce around 180,000 vehicles in the fourth quarter.
Tesla delivery analyst Troy Teslike, whose predictions in the second quarter were 98.6 percent correct, currently expects the electric car manufacturer to produce about 144,000 vehicles in the third quarter of 2020. If Tesla could do that, then the seemingly far-fetched target of the company to produce half a million electric cars in the midst of a literal pandemic would eventually be very feasible.
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