Supply Chain Research

Tesla Motors is scheduled to report fourth quarter revenues that analysts expect to increase 77% on a year earlier despite dropping 6% on the prior quarter. Panjiva data for Tesla’s Chinese import arm shows imports climbed 69% on the prior quarter. That would make China equivalent to 19% of Tesla’s sales, up from 6% a year earlier. That could imply ‘non-China’ sales fell as much as 15% on the third quarter, though delivery timings can skew the figures.