Tesla Inc. (TSLA) is expected to report its Q2 2024 deliveries in about 8 days. UBS forecasts approximately 420,000 deliveries, which would represent a 10% year-over-year decrease but a 9% quarter-over-quarter increase. RBC has lowered its Q2 delivery estimate to 410,000 from a prior estimate of 533,000, citing tracking data. Market consensus, according to FactSet, remains at 444,000 deliveries. Tesla's China vehicle registrations for the week of June 17-23 were strong at 17,500, reducing the year-to-date gap versus 2023 to 13,300 vehicles. Tesla Model 3 Performance is reportedly selling well in China.