Tesla’s third-quarter global deliveries fell short of last year’s record total, marking a decline from the 497,099 electric vehicles delivered in the same period amid a surge in U.S. purchases ahead of an upcoming federal incentive change. The shift reflects broader market dynamics as consumer behavior and policy adjustments reshape demand for high-end EVs. Analysts will be watching whether the slowdown signals broader industry trends or remains isolated to Tesla’s performance. The numbers raise questions about how long-term growth will be impacted by shifting subsidies and evolving buyer priorities.


Tesla's third-quarter global sales represents a year-over-year dip from 497,099 EVs delivered a year earlier, a record driven by U.S. customers rushing to buy before the elimination of federal ...