EsTesla missed its delivery forecast by 15.5% in the second quarter, according to company statements and Bloomberg reporting over the holiday weekend. Interestingly the self-described “production ramp” is not reflected in preliminary import information for June, according to Panjiva data. Putting aside likely imports of equipment for Tesla’s ‘gigafactory’, imports clearly designated as auto-parts (and … Continue reading “Tesla Trade Data ...
Related Research
Supply Chain Edge: Turkish strategies, US exemptions, memory markups
– Supply chain regulations, tariffs and strategies are in focus this week. We have extended our series on reshoring to look at Tü... Read more →
Supply Chain Edge: More deals, fewer tariffs; a decade of automotive change; winter chills begin
– A renewed round of trade deal frameworks announced by the US government has brought the total to 13 with a wide mix of concessi... Read more →
Supply Chain Edge: Reshoring winners, VR on the move, autos tariff relief
– Our research series on reshoring continues with a comparison of the positioning of different ASEAN markets and the road ahead f... Read more →
Supply Chain Edge: Rising tech tensions, Philippine focus, tariff margin math
– Trade tensions moved beyond import duties in the past week. Mainland China tightened export restrictions for rare earths, addin... Read more →
Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
