Tesla Struggles with Falling Demand and Production Disruptions, Braces for Disappointing Q1 Deliveries

• Tesla's Q1 delivery figures expected to miss forecasts amid weakening demand and rising competition, especially in China • Analyst estimates for Q1 deliveries have fallen from 475K to 425K vehicles due to demand issues and price wars in China • Tesla has cut prices to boost demand, but this hurts profit margins already under pressure from rivals like BYD and Xiaomi • Production disruptions from supply chain issues, shipping delays, and an arson attack have also impacted Tesla this quarter • Investors growing impatient with Tesla's growth stagnation, stock down 29% YTD, ahead of disappointing Q1 delivery figures