Submitted by michael on Wed, 2018-02-07 17:03
Well now that the bad news has been delivered (3 month additional delay for most) the $64,000 question is when do we think Tesla will hit 200K deliveries in the US? Ideally it would be July 1 (or later) but I think they'll hit it probably in April/May. July 1 would be ideal as far maximizing the federal tax credit for more people as that would extend 100% of the credit through the rest of 2018. If they hit it earlier in Q2 then the full credit would only last through September. Obviously this would factor into people's decision making process as far as waiting for "Late 2018" for either the SR battery and/or AWD.