) are rising as the company beat vehicle delivery estimates for its second quarter. Barclays senior autos analyst Dan Levy joins Morning Brief to give insight into Tesla's performance and whether the fear of slowing EV demand is coming to an end.
Um but look, there is still the risk of further price cuts ahead and there is still further question on fundamentals we are still facing somewhat of an ev winter on demand, so good result.How, how deep do you think price cuts could be? I want to talk about the China of it all because we are seeing continued success for the Chinese ev makers particularly in that market.Listen, China is probably the most competitive region for Tesla.
But what does this tell us about what type of run rate and, and growth we should expect for that part of the business?The vast majority of the volume is still being driven by models three and why those are more of the sort of mass market type options for Tesla.I think we should have a better sense later in the year and into next year.