Tesla’s July sales fell across its three biggest markets, GLJ Research’s Gordon Johnson said: Europe -37.9% YoY, China -32.9%, and the U.S. -21.1%. He argues th

Tesla’s July sales fell across its three biggest markets, GLJ Research’s Gordon Johnson said: Europe -37.9% YoY, China -32.9%, and the U.S. -21.1%. He argues the synchronized decline points to weakening demand, not a timing shift in purchases.