Tesla’s third-quarter global electric vehicle deliveries fell short of last year’s record total, marking a decline from the 497,099 units delivered in the same period a year ago. The drop follows a surge in U.S. sales driven by buyers seeking to take advantage of expiring federal incentives before their phase-out. Analysts suggest shifting market dynamics and supply chain adjustments may be contributing to the slowdown. The company’s performance raises questions about whether demand has cooled or if operational changes are impacting delivery volumes.


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 ...