Tesla’s Shock Q2 Delivery Surprise was managed with smaller unexpected markets, surprised Wall Street

Signs can serve small markets as a exit valve, for example, many neighboring European markets can serve loading machines for cars installed in many neighboring European markets in the Berlin factory of Tesla Close the brand door according to reputable damage stuck by CEO Elon Musk.

Therefore, Wall Street asks questions that may be more than countries that may be more than recognized countries with the basic demanding of the cleaning leap for Tesla. About 60% of the first half of Tesla in Turkey was created in June alone.

“UBS analysts wrote in a research note on Thursday, but it may not be well received about where these vehicles were sold.

Turkey is sold 7,235 Tesla and sold 7,235 in June and 7% market share. Bev reputation reaches 27.4%, the new record of the TESLA and there are 28.2% of this segment. 🇹🇷

• Market share is 703 key points or 1016% of 3 months of 3 monthly range 0.7%
• Tesla second best-selling brand
• … … … … pic.twitter.com/0bduymimgp

– Roland Pircher (@piloly) 2 July 2025

Between Turkey Norway, Tesla, as in Germany last month, sold ten times more cars in these two countries. It is only half-one half of the last half, even when combined in the above duo.

This increase in volume from impossible places helped Tesla Nail market consensus On Wednesday, it was supplied with 384,000 cars in the second quarter, the shares caused 5% to pop in trade. Many experts who are closer than side capital analysts to sell car markets, expecting something waiting to approach 360,000 vehicles Lack of fresh product.

Part of Tesla can surprise, lies with the lack of transparency from Tesla than other carmakers. Once in the quarter, the supply of the supply and only s, X and Cybertruck grouping each other 3 and y provides a breakdown between yells and luxury.

Tesla did not respond to a student Fortune for comments.

‘It’s just banana’

7,235 vehicles were sold in Turkey last month Tesla’s third most popular brand made Renault and Volkswagen. For comparison, only 11,534 sundows were sold in the country everywhere in the last year, according to the ODMD.

In Home Friend NorwayTesla sold 5,646 vehicles In June Despite the car demand in the Nordic country, there are 1/20 of Germany. The musk brand was so strong, and this last month calculated every third car for sale in Norway.

“It’s just a banana,” Cox car analyst explained Erin Keating Fortune.

In these markets, these markets may have a sign that serves as an ejaculation ground for cars set up at Tesla’s Berlin Plant. In Germany, the largest car market, volumes for Tesla, 60% of June 60%, and 60% in 1860 and 58% in the first half.

Such an approach has difficulty protecting high volumes, but small markets such as Norway are faster. This may be forced to stop production in Berlin due to the lack of demand for the lack of demand.

So the picture in more than other in the United States is also in the picture.

“We see them depressing them in the United States,” said Keating. “They continue to share in a very aggressive way, and now the only thing they go for them is not exposed to tariff risks because they produce their cars.”