Lots of the deliveries would have been contract deliveries.
Even if the US Tesla is a problematic buy.
Outside the US, at least in what is left of the free world, the only real buyers are the far right and far left. And that category on the whole are too poor to afford any current Tesla.
Long time liberal here, ready to get my new model Y, helping the environment with the best car made. I ordered on the second day so hopefully I get it soon.