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is there any evidence they still have a backlog?? Seems like the only backlog left is countries they just began delivering to or haven't started deliveries there yet..no one knows how big that backlog is

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No, there is no evidence of a backlog, outside of certain trims. The model 3 SR still has a backlog, by virtue of not having been made yet.

In Ontario Canada there are real wait times that are over a month for long range and AWD options for Model 3, even though the website falsely proclaims delivery within two weeks. I would define a wait time over a month (and counting) a backlog.

Thanks for that. I appreciate the additional data-point, as most of what I was seeing before was that there was pointing towards a possible inventory buildup in North America. If even the high end trims are actually in shorter supply than indicated, then maybe demand isn't so soft after all.

It still leaves me with a lot of questions about Model X and S, but I think there are more reasonable theories there than a demand cliff.

I’m just working from previous articles which said that a large percentage of their orders were at the lower price point, which has only opened up recently.

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