Tesla China is set to make a significant impact in the global electric vehicle market as it prepares to export a substantial number of vehicles from Giga Shanghai to customers worldwide at the beginning of 2024.
A recent video by WuWa, a resident drone operator covering Tesla activities in China, showcased the bustling activity at Port Shanghai, where a multitude of Teslas from Giga Shanghai were getting ready for export. WuWa commented on the positive start to the new year, noting that the South Port of Shanghai was brimming with seaborne Teslas. He expressed optimism about Tesla’s export performance in 2024, building on the momentum from the second half of 2023.
Tesla’s recent fourth-quarter production and delivery report reflected a strong finish to 2023. The company reported a total of 484,507 deliveries, marking a significant increase compared to the third quarter when deliveries experienced a slight dip. The year began with 422,875 deliveries, followed by 466,140 in Q2 and 435,059 in Q3.
Having successfully achieved its 2023 delivery goal of 1.8 million units with a precise count of 1,808,581, Tesla faced challenges in the fourth quarter that impacted deliveries. Strikes led by the Swedish IF Metall union posed difficulties for Tesla Sweden, disrupting deliveries. The strikes, which began in October, garnered substantial support and mobility through sympathy strikes, making deliveries challenging, especially towards the end of the fourth quarter.
In addition, delays in Tesla Australia deliveries from China occurred when the ship Glovis Caravel faced restrictions due to biohazard concerns, resulting in undelivered Tesla Model Y units. The ship was sent back to Shanghai, causing delays for Australian customers eagerly awaiting their new Model Y vehicles. Despite these challenges, Tesla’s overall global performance remains robust, setting the stage for an impactful 2024 in the electric vehicle market.