For some context: This doesn't necessarily indicate lower demand, but perhaps the reason for changes in estimated delivery times is because Tesla is maybe taking the time to upgrade Giga Shanghai for the rumored upcoming Model 3 refresh (Highland). This would mean no Model 3…

Troy Teslike: Tesla's order page in Europe now shows Oct - Nov delivery for all new Model 3 orders in Europe in all countries I have checked except for the UK.

This change happened today. It suggests lower-than-expected Model 3 deliveries in Europe in Q3. Tesla normally delivers 23K/quarter.

via Twitter @Sawyer Merritt