Tesla sold 45,628 vehicles in the United States last month, according to data shared by Motor Intelligence on Tuesday. Year to date, registrations have declined year over year every month.
The figures showed a 15.8% drop from the same period a year ago, when the company sold 54,208 units. Compared to May, sales were down 1.1%.
Tesla‘s domestic sales reached 137,653 units in the second quarter, considering estimated figures from April 1 to June 30.
In the second quarter of 2024, the brand had sold 153,143 units, meaning that sales figures declined 10.1% year over year.
In mid-June, Tesla unveiled the refreshed versions of its flagship Model S and Model X. According to the company’s website, the new iterations are expected to start being delivered in mid-August.
The revamped Model S starts at $89,990 with the Plaid version beginning at $99,990. The new Model X is priced from $89,990 for the All-Wheel-Drive, while the Plaid version begins at $104,990.
Tesla‘s Model 3, which was revamped in late 2023, is priced from $42,490 in the United States, and prices from the recently refreshed Model Y SUV start at $44,990.
Prices for the Cybertruck start at $69,990. Tesla recently expanded its trade-in program for the Cybertruck — meaning Cybertruck owners can trade them for a new (or used) Tesla vehicle.
Tesla released its 2024 annual Impact Report on Tuesday, where it also reaffirmed that, “to further accelerate EV adoption,” it is “launching more affordable products in 2025.”
In the same report, the brand stated that their vehicle fleet has just 6.5 fires per billion miles driven, compared to 55 for the U.S. average vehicle.
Tesla launched its highly anticipated ride-hailing service in Austin on June 22. The Robotaxi was first launched by sending invitations to influencers. As of Tuesday, the company has sent out the first invitation to non-influencer Tesla drivers who signed up for the service.
US Competitors
Regarding other pure electric brands in the United States, premium EV maker Lucid Motors sold 840 vehicles in June — up 24.6% year over year.
Irvine-based Rivian registered 3,496 units, a decline of 27.6% from June 2024. The EV maker is opening orders for its cheaper R2 SUV — set to be priced around $45,000 — in early 2026.
U.S. customers can still benefit from a $7,500 federal credit when buying an electric vehicle — which could be cut by year-end, as Trump’s “big, beautiful bill” aims at removing energy tax credits.
The bill was approved by the House of Representatives in late May, and awaits the Senate vote.
Over the weekend, the U.S. Senate Republicans released a revised version of the President’s bill, which was then approved by the chamber on Tuesday.
The regulation will head back to the House of Representatives for final approval. If approved, the revised bill would eliminate all federal incentives for EVs by the end of September.
Global Deliveries
Tesla delivered 71,599 vehicles in China last month, a nearly 1% increase from the same month last year, according to data released Wednesday by China’s Passenger Car Association (CPCA).
It was the first time in eight months that monthly figures showed an increase year over year. Deliveries of models produced in the Giga Shanghai factory were up 16.1% from May.
Tesla Norway sales in June soared 53.8% year over year to 5,646 EVs. It was the brand’s second best month since it entered Norway in 2019 and the strongest one since March 2023, when it sold 7,915 units.
In Sweden, however, registrations plunged 64.4% to 976 units. The brand also saw a 61.6% drop to 1282 vehicles sold in Denmark.
In the Dutch market, Tesla sold 2,002 vehicles, with the refreshed Model Y being the best-selling model in June. Registrations were down 42% year over year.
France recorded 3,646 Tesla EVs in June, a 10% drop from the same period a year earlier. In Spain, the brand listed 2,632 units last month, the best month year to date in the Southern European country. Sales were up 61% from June 2024.
Last week, several Wall Street analysts have lowered their estimates for Tesla‘s second quarter deliveries — below Wall Street’s consensus of over 380,000 EVs.
Deutsche Bank expects the EV maker to have delivered 355,000 vehicles globally from April to June, down from prior estimates of 385,000 units.
JP Morgan estimates deliveries to decline 19% year over year, “with deliveries falling from 444,000 a year ago to just 360,000.”
TD Cowen considers Tesla will report it delivered 362,000 vehicles in the second quarter (down from the previously estimated 400,000).
Tesla is expected to release its second quarter deliveries report later on Wednesday.
