Tesla’s third-quarter global electric vehicle deliveries have fallen short of last year’s record total, marking a shift after a surge in U.S. sales fueled by pre-purchase urgency ahead of a major federal policy change. The decline comes as the automaker navigates shifting market dynamics, with analysts closely watching whether demand will stabilize or continue weakening. While Tesla remains a dominant force in the EV sector, the drop highlights broader challenges in sustaining rapid growth amid evolving consumer incentives. The company’s performance in the coming quarters could offer key insights into the long-term impact of policy shifts on electric vehicle adoption.


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 ...