As of January 2022, Tesla is seeing alleviation of supply chain constraints in almost every area.
Mostly false False in substance, right in a detail.
Factual: Statements about the present or the past, checked against the record: did they hold up?
The second judge would not resolve this claim; the verdict shown is the first judge's.
Said for an organisation they lead or work for; it counts on both records.
What would count as true or false
Judge as of late January 2022. True: Tesla's contemporaneous disclosures and reliable reporting show that supply chain constraints (chips, components, logistics, raw materials) were easing across most categories of Tesla's supply chain, with only one or a few exceptions. Mostly true: easing was broad but some significant constraints (such as chips) persisted in a way the claim understates. Mixed: about half the main supply categories were easing and the rest were stable or worsening. Mostly false: easing in only a minority of areas, or easing stated as broad when it was narrow. False: Tesla's own filings or reliable reporting show that constraints were mostly worsening or unchanged at that time.
Set before the research began.
Evidence (9)
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E1 Tesla, Inc. (TSLA) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript mirror of Tesla's Q4 2021 earnings webcast) · 26 January 2022 Own record
“In 2022, supply chain will continue to be the fundamental limiter of output across all factories. So, the chip shortage, while better than last year, is still an issue.”
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E2 Tesla, Inc. (TSLA) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript mirror of Tesla's Q4 2021 earnings webcast) · 26 January 2022 Own record
“For quite some time now, these factories have been running below capacity due to macro challenges with supply and logistics.”
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E3 Analysis: How buoyant Tesla is defying global chip shortage Supply Chain Digital · 10 January 2022
“According to consulting firm AlixPartners, without enough semiconductors, car companies are on track to manufacture about 77 million vehicles globally in January 2022, about 9% down on what might normally be expected at that time of year.”
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E4 Tesla, Inc. (TSLA) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript of Tesla's Q4 2021 earnings call) · 26 January 2022 Own record
“But I think the chip stuff, at least the chip side of things appears to looks like it will alleviate end of this year or '23.”
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E5 Tesla, Inc. (TSLA) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript of Tesla's Q4 2021 earnings call) · 26 January 2022 Own record
“In 2022, supply chain will continue to be the fundamental limiter of output across all factories. So, the chip shortage, while better than last year, is still an issue.”
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E6 Tesla, Inc. (TSLA) Q4 FY2021 Earnings Call Transcript - January 26, 2022 roic.ai (transcript of Tesla's Q4 2021 earnings call) · 26 January 2022 Own record
“the pace of growth in 2022 will again be determined by supply chain and logistics, which is quite difficult for us to forecast.”
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E7 無題 (Tesla Q4 and FY2021 Update, Exhibit 99.1) Tesla, Inc. (filed with the SEC) Own record
“In Q4, we saw a continuation of global supply chain, transportation, labor and other manufacturing challenges, limiting our ability to run our factories at full capacity.”
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E8 Tesla says no Cybertruck this year - Taipei Times Taipei Times · 28 January 2022
“Our own factories have been running below capacity for several quarters as [the] supply chain became the main limiting factor, which is likely to continue through 2022," Tesla said.”
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E9 Tesla says no Cybertruck this year - Taipei Times Taipei Times · 28 January 2022
“The voluntary survey of 150 companies last fall in the supply chain confirmed “there is a significant, persistent mismatch in supply and demand for chips, and respondents did not see the problem going away in the next six months.””
Reasoning
Tesla's own Q4 2021 update, filed with the SEC, describes "a continuation of global supply chain, transportation, labor and other manufacturing challenges" that kept its factories from running at full capacity (E10). On the same call, management said supply chain would remain "the fundamental limiter of output across all factories" in 2022, and that the chip shortage was "better than last year" but still an issue that might ease only at the end of 2022 or in 2023 (E2, E6, E8). Independent reporting from January 2022 says the chip shortage was still holding back automakers' output and that the mismatch between chip supply and demand was persistent (E4, E11, E12). The evidence shows some easing on chips, but it describes the main constraints as continuing, not easing in almost every area.
Cite this claim
Elon Musk, “As of January 2022, Tesla is seeing alleviation of supply chain constraints in almost every area.” (said 27 January 2022). Verdict: mostly false. Reliability API, claim c_01a6a7f08e23, method 0.1.0+c876030c, dataset release v1.1.2. https://epistacklabs.com/claims/c_01a6a7f08e23
This claim is in dataset release v1.1.2, with the same verdict.
Reply to this claim
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“a lot of these things are alleviating.”
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