Tesla has gotten off to a slow start in 2025, as the first half of the year has not been one to remember from a delivery perspective.

However, Q3 could end up being one of the best the company has had in history, with the United States potentially being a major contributor to what might reverse a slow start to the year.

Earlier today, the United States’ House of Representatives officially passed President Trump’s “Big Beautiful Bill,” after it made its way through the Senate earlier this week. The bill will head to President Trump, as he looks to sign it before his July 4 deadline.

The Bill will effectively bring closure to the $7,500 EV tax credit, which will end on September 30, 2025. This means, over the next three months in the United States, those who are looking to buy an EV will have their last chance to take advantage of the credit. EVs will then be, for most people, $7,500 more expensive, in essence.

The tax credit is available to any single filer who makes under $150,000 per year, $225,000 a year to a head of household, and $300,000 to couples filing jointly.

Ending the tax credit was expected with the Trump administration, as his policies have leaned significantly toward reliance on fossil fuels, ending what he calls an “EV mandate.” He has used this phrase several times in disagreements with Tesla CEO Elon Musk.

Nevertheless, those who have been on the fence about buying a Tesla, or any EV, for that matter, will have some decisions to make in the next three months. While all companies will stand to benefit from this time crunch, Tesla could be the true winner because of its sheer volume.

If things are done correctly, meaning if Tesla can also offer incentives like 0% APR, special pricing on leasing or financing, or other advantages (like free Red, White, and Blue for a short period of time in celebration of Independence Day), it could see some real volume in sales this quarter.

You can now buy a Tesla in Red, White, and Blue for free until July 14 https://t.co/iAwhaRFOH0

— TESLARATI (@Teslarati) July 3, 2025

Tesla is just a shade under 721,000 deliveries for the year, so it’s on pace for roughly 1.4 million for 2025. This would be a decrease from the 1.8 million cars it delivered in each of the last two years. Traditionally, the second half of the year has produced Tesla’s strongest quarters. Its top three quarters in terms of deliveries are Q4 2024 with 495,570 vehicles, Q4 2023 with 484,507 vehicles, and Q3 2024 with 462,890 vehicles.

Tesla Full Self-Driving is being tested in several countries across Europe as the company prepares to launch its driver assistance suite on the continent.

The company is still working through the regulatory hurdles with the European Union. They are plentiful and difficult to navigate, but Tesla is still making progress as its testing of FSD continues to expand.

Today, it officially began testing in a new country, as more regions open their doors to Tesla. Many owners and potential customers in Europe are awaiting its launch.

On Thursday, Tesla officially confirmed that Full Self-Driving testing is underway in Spain, as the company shared an extensive video of a trip through the streets of Madrid:

Como pez en el agua …

FSD Supervised testing in Madrid, Spain

Pending regulatory approval pic.twitter.com/txTgoWseuA

— Tesla Europe & Middle East (@teslaeurope) July 3, 2025

The launch of Full Self-Driving testing in Spain marks the fifth country in which Tesla has started assessing the suite’s performance in the European market.

Across the past several months, Tesla has been expanding the scope of countries where Full Self-Driving is being tested. It has already made it to Italy, France, the Netherlands, and Germany previously.

Tesla has already filed applications to have Full Self-Driving (Supervised) launched across the European Union, but CEO Elon Musk has indicated that this particular step has been the delay in the official launch of the suite thus far.

In mid-June, Musk revealed the frustrations Tesla has felt during its efforts to launch its Full Self-Driving (Supervised) suite in Europe, stating that the holdup can be attributed to authorities in various countries, as well as the EU as a whole:

Tesla Full Self-Driving’s European launch frustrations revealed by Elon Musk

“Waiting for Dutch authorities and then the EU to approve. Very frustrating and hurts the safety of people in Europe, as driving with advanced Autopilot on results in four times fewer injuries! Please ask your governing authorities to accelerate making Tesla safer in Europe.”

Waiting for Dutch authorities and then the EU to approve.

Very frustrating and hurts the safety of people in Europe, as driving with advanced Autopilot on results in four times fewer injuries!

Please ask your governing authorities to accelerate making Tesla safer in Europe. https://t.co/QIYCXhhaQp

— Elon Musk (@elonmusk) June 11, 2025

Tesla said last year that it planned to launch Full Self-Driving in Europe in 2025.

Tesla’s Full Self-Driving (FSD) system appears to be quietly winning over drivers in China. Although its rollout in February 2025 has not been followed by additional notable updates, recent accounts from local drivers suggest that Tesla’s approach to full self-driving may be outperforming its rivals on Chinese roads.

Tesla’s FSD exhibits smooth and cautious performance on real roads

As noted in a post shared by EV watcher @ray4tesla, a driver who has used Tesla’s FSD in China for two months described a well-calibrated, human-like driving experience. The driver also noted that Tesla’s FSD system is very cautious, perhaps even too careful at times.

“On narrow roads, it slows down appropriately; on major roads, it picks up speed. When there are a lot of pedestrians or electric scooters, it’s overly cautious — almost too polite,” the driver wrote. 

Even more interestingly, the driver emphasized that despite frequent usage, there has been zero safety interventions since FSD was enabled in the vehicle. “In the two months I’ve been using FSD, I haven’t had even a single safety intervention,” the driver wrote.

Huawei ADS test triggers multiple safety takeovers

The user compared FSD to Huawei’s ADS system, which they tested for about 90 minutes in an Aito M9 SUV. According to the driver, Huawei’s ADS struggled to deliver consistent performance. 

“Then I tried the M9 (Huawei ADS) for an hour and a half. When it needed to speed up, it lagged; and on tight, narrow roads, it suddenly accelerated — honestly, it was pretty scary. The acceleration and braking felt jerky, and you could clearly tell it was being driven by a machine (robotic vibe),” the driver wrote.

The user reported four safety interventions with Huawei’s ADS system within just 30 minutes while driving on rough, construction-heavy roads. “In construction zones and on rough roads, there were four safety interventions in just 30 minutes. And if you know what a ‘safety intervention’ means — that’s essentially four near-collisions,” the driver added.

While anecdotal, the account from the Tesla owner is quite significant since FSD users in China tend to push the system to its absolute limits. Since its rollout earlier this year, Tesla drivers in China have been recorded testing FSD on unpaved mountain roads, extremely narrow streets, busy cities, and wooded paths that barely have any road at all, among others.