Submitted by dsvick on Thu, 2016-05-05 10:51
What impact, if any, will the production ramp increase have on people's ability to get the full credit. My take is that it shouldn't impact anyone except that they may get it sooner and it might mean more people get it.
Since TM is sticking with their 80,000 - 90,000 goal for this year all the projections through the end of this year would be unchanged. However, next year, when they really start ramping up they'll end up delivering more cars faster so, in theory, more people (or at least not any less) should be able to get the full credit. And if they're really producing as many as they plan to, that should mean more deliveries in any given quarter so that more people should get in on it before it starts to phase out.
One thing that could be the wrench in the works though is if there is any delay beyond say the third quarter of next year for the M ☰ . They reported a 45% increase in sales of the S since the reveal, so if M ☰ production is delayed they'll be able to produce more of the S and X which will eat into the 200,000. Overall though I think that this will actually get the credit to more people.