My preliminary 3Q delivs est is 372K which incorporates 18 days of GF3 downtime to upgrade both M-3 and M-Y lines (45K production lost) and a two week Berlin shutdown to upgrade the line and add a third shift (3K production lost). I expect 4Q $TSLA delivs of 465K.

— Gary Black (@garyblack00) July 4, 2022