Earlier this week, June sales were released showing Tesla having the lowest quarter of Australian deliveries since the beginning of 2019. The main reason was the closure of the Australian supply plant in Shanghai.
Early Tesla Giga Shanghai sales data has now been released for June and it paints quite a different picture.
What do these numbers mean for thousands of Australian customers who are yet to receive their first EV and will a repeat of last quarter be expected?
Production more than doubles at Tesla Shanghai
With Tesla delivering just over 230 cars over the last 3 months, thousands of order holders are waiting to have their cars delivered. Factory closures and other issues outside of Tesla’s control were behind these low deliveries and long delays for local EV buyers.
This is set to change with early sales data from CPCA suggesting over 78,000 Shanghai-produced cars were sold in June. This would mean a daily production rate of 3,000 cars per day over a 26 working day month.
This is a huge uptake from May 2022 when Tesla sold just over 32,165 vehicles. That’s more than doubling the May sales with an increase of 142.5%, month over month.
Third-quarter 2022 Australia deliveries to ramp back up
Last week I wrote about a few local Tesla Model 3 & Model Y order holders highlighting that they have had an update on their orders. This was with a VIN (Vehicle Identification Number) allocation for their new EV.
The update on the orders showed that their car had been produced and was one of the 78,000 cars sold by the plant in June.
After seeing just over 230 new Teslas ending up with customers in Australia over the last 3 months and thousands of orders, the next three months are set to bring lots of new Tesla EV owners.
With fuel prices continuing to increase as high as they are, many subsidies across multiple states continue to promote EV uptake and general interest in EVs amongst Australian buyers, Tesla demand will continue to remain high for the remainder of the year.
It’s very unlikely that we will see another drop in local deliveries as we saw last quarter.
More production and deliveries over the coming months from Tesla will just continue to increase EV exposure to the general public in Australia.
On top of that, there would be thousands of new local EV owners before the end of this year which should further accelerate EV uptake across the nation.
Riz is the founder of carloop based in Melbourne, specialising in Australian EV data, insight reports and trends. He is a mechanical engineer who spent the first 7 years of his career building transport infrastructure before starting carloop. He has a passion for cars, particularly EVs and wants to help reduce transport emissions in Australia. He currently drives a red Tesla Model 3.