Shanghai seems to have pushed out nearly 26k vehicles in Jan, with only 1,700 of them being Y as the Y line ramps up. This makes a M3 cadence of around 290k for the year and we know M3 is still fine tuning and boosting performance.
Fremont has filed to make the latest sprung structure into a permanent facility. Texas, now that almost all of the snow is gone, continues the frenetic build pace and Berlin continues to limp along with no final approval in sight. In fact the final approval falls back, quarter by quarter.
Now that India has been announced, there will be a pause until they are ready to conclude the purchase agreements.
Musk has stated that the next FSD beta release will take longer and be a "step change" from the existing version.
Noise continues around the next model, a smaller vehicle, but it is unlikely that we will hear more about that until something like "design day", yet to be announced.
We continue to see more evidence that the Semi is ramping up, but is dependent on Roadrunner coming to fruition, their suppliers taking up the cells and the battery factories in Texas and Berlin happening.
We are still waiting for more news about a foray into resource mining, potentially yet to release.
All that aside, it appears that the entry into the S&P 500 really has stabilised the stock value as it is trading in a much tighter bracket. Good news will push it up, but no news is unlikely to crash it.
