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Indian State of Delhi scraps electric vehicle subsidies

Tesla Model 3 charging at V3 Supercharger in Jinqiao, Shanghai (Credit: Tesla China via Ray4Tesla/Twitter)

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The Indian State of Delhi has decided to do away with electric vehicle subsidies, incentivizing drivers to purchase EVs.

New reports from various Indian media outlets have stated that the country’s electric vehicle policy has been revised with the intention of withdrawing EV subsidy programs that offer rebates when EVs are purchased. The move is somewhat shocking, considering several Indian government officials are petitioning for large-scale battery manufacturers to set up production lines in India. Additionally, several well-known EV companies, including Tesla, are attempting to enter the market with the help of government officials who are attempting to reach terms with the Silicon Valley-based car company that would see its EVs enter the market through imports.

Delhi offered electric vehicle drivers a subsidy of 10,000 ($135) per kWh of battery capacity, with benefits being capped at 1.5 lakh ($2,020) per vehicle. Drivers also had road tax and registration fees waived when purchasing an electric vehicle.

Earlier this week, Delhi Transport Minister Kailash Gahlot said that the government was planning to scrap the subsidies for passenger and privately-owned vehicles in favor of two-wheeler, freight, and public transport vehicles instead. “The electric cars segment has received the required push in Delhi. Our focus now is to tap the two-wheeler, freight, and public transport segments of electric vehicles (EVs) as they constitute a major chunk of Delhi’s over 10 million registered vehicles. They also ply on the road more as compared to private cars, thereby causing more pollution,” Gahlot said to the Hindustan Times.

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The government now wants to offer subsidies to those who are in need of more benefits and breaks, which includes the commerce and logistics sectors. “Actually, a subsidy is not required for e-cars as such because those who can afford to pay around 15 lakh for a vehicle do not care if the cost is 1-2 lakh more, sans the subsidy,” Gahlot said. “Our aim is to provide the subsidy to those who need it the most, and they include auto drivers, two-wheeler owners, delivery partners, and so on.”

Delhi has only offered EV subsidies since August 2020. However, the offerings have established a notable amount of demand from Indian consumers. Politicians hope that the incentives, when offered to commercial entities, will have the same effect. “We are witnessing good results of our electric vehicle policy, and the adoption of such vehicles is gaining pace. We are committed to realizing the dream of making Delhi the country’s electric vehicle capital, according to the vision of Chief Minister Arvind Kejriwal,” Gahlot also said.

Delhi has registered 7,869 EVs from July to September, with August and October showing increased figures of 22,805 units purchased. In just four months, the State has registered nearly 31,000 EVs, meaning the incentives have worked. It still accounts for a small portion of the total automotive market in the region, which spans across 10 million total registered vehicles in the private sector.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk drops a bomb regarding Tesla Model S, X inventory

After more than a decade on the road, the original flagship sedan and SUV platforms are effectively at the end of the line. Production of new Model S and Model X vehicles has ceased, and custom orders were quietly halted in early April. What remains are roughly a few hundred factory inventory units scattered across the globe, mostly Plaid variants, and they are disappearing fast.

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lon Musk at the Tesla Model S production launch at the Fremont factory, June 2012. Photo shared by Musk on X, March 2026.
lon Musk at the Tesla Model S production launch at the Fremont factory, June 2012. Photo shared by Musk on X, March 2026.

Elon Musk just dropped a bomb regarding Tesla Model S and X inventory, and as the company is phasing out the flagship vehicles, it sounds like the time to purchase one brand new is almost over.

Musk confirmed on Wednesday that there are “only a few hundred Tesla Model S & X cars left in inventory. Order now if you want one.”

Tesla is running out of units rather quickly.

The message from Musk reads like a final call for two of the company’s most storied vehicles.

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After more than a decade on the road, the original flagship sedan and SUV platforms are effectively at the end of the line. Production of new Model S and Model X vehicles has ceased, and custom orders were quietly halted in early April. What remains are roughly a few hundred factory inventory units scattered across the globe, mostly Plaid variants, and they are disappearing fast.

The news marks the close of a remarkable 14-year chapter. Launched in 2012, the Model S redefined the electric vehicle with blistering acceleration, over-the-air updates, and a luxury interior that embarrassed traditional sedans.

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The Model X followed in 2015, turning heads with its Falcon-wing doors and seating for seven.

Together, the Model S and Model X proved EVs could be desirable halo cars, not just eco-friendly commuters. Their departure clears factory space at Tesla’s Fremont plant for something the mass production of the Optimus humanoid robot, which Musk believes will be the greatest contributor to the company’s value.

Musk has repeatedly signaled that Tesla’s future lies beyond passenger cars. Resources once devoted to low-volume flagships are shifting toward autonomy, Robotaxis, and AI hardware. Optimus, the company’s general-purpose robot, is expected to handle manufacturing, household chores, and eventually complex labor.

In the short term, the scarcity has already driven prices on remaining inventory up by about $15,000, turning the last Model S and X into instant collector’s items.

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Tesla uses Model S and X ‘sentimental’ value to enforce massive pricing move

 

The announcement underscores Tesla’s relentless pivot. While the Model Y continues to hold strong sales, the legacy S and X represented an earlier era of pure performance luxury.

The future has been paved by Tesla and Musk’s focus on autonomy, at least in the United States. Customers continue to call for a large SUV, which might be on the way after a recent nudge from Musk on X. 

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However, whatever the future holds, it has been forged by Tesla’s two flagship vehicles.

Once these final cars are gone, the Model S and Model X will live on only in driveways, forums, and the rear-view mirror of automotive history.

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Tesla Cybercab production ignites with 60 units spotted at Giga Texas

Designed exclusively for unsupervised Full Self-Driving, the Cybercab promises to deliver safe, affordable, on-demand mobility without human drivers. Early units with temporary controls allow engineers to refine hardware and software in controlled settings before full autonomous fleets hit the roads.

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Credit: Joe Tegtmeyer

Tesla Cybercab production at Giga Texas seems to have ignited, as 60 units were spotted outside of the production facility on Wednesday, with speculation hinting the all-electric ride-hailing vehicle could be headed to the lineup sooner rather than later.

Interestingly, they were also spotted with steering wheels, which Tesla said the car would be void of.

Giga Texas observer and drone operator Joe Tegtmeyer shared on X a new post that revealed approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot—the largest concentration observed to date.

Tegtmeyer noted white seats inside several vehicles and clearly visible steering wheels on most. These are not yet the final steering-wheel-free production versions unveiled in 2024, but early units are likely undergoing validation testing for new features and real-world robotaxi operations across the country.

The timing could not be more symbolic. Tesla has consistently affirmed that mass manufacturing of the Cybercab would begin this month.

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CEO Elon Musk has reiterated the April 2026 target multiple times, emphasizing that while initial output will be slow, following the classic S-curve of new-vehicle ramps, the Giga Texas line is being prepared to produce hundreds of units per week.

Tesla CEO Elon Musk outlines expectations for Cybercab production

The first Cybercab already rolled off the line in February, but April marks the official shift to volume production of this purpose-built, pedal- and steering-wheel-free autonomous vehicle.

These 60 Cybercabs signal far more than parked prototypes. They represent tangible proof that Tesla is executing on its ambitious robotaxi roadmap.

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Designed exclusively for unsupervised Full Self-Driving, the Cybercab promises to deliver safe, affordable, on-demand mobility without human drivers. Early units with temporary controls allow engineers to refine hardware and software in controlled settings before full autonomous fleets hit the roads.

As production scales, Giga Texas, already home to Cybertruck production, will become the epicenter of Tesla’s autonomous revolution, targeting millions of vehicles annually in the years ahead.

For Tesla and its investors, this sighting underscores manufacturing excellence and timeline discipline. It counters skepticism about the company’s ability to deliver on next-generation vehicles amid a competitive autonomous landscape.

Broader implications are profound: lower transportation costs, reduced emissions, and safer roads as robotaxis proliferate. Musk’s vision of a future where Cybercabs operate 24/7, generating revenue for owners and riders alike, is now visibly underway.

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With mass production officially ramping in April, today’s images are not just a snapshot of parked vehicles; they are the first frames of a mobility transformation. Tesla is not only meeting its commitments; it is accelerating toward an era where autonomy reshapes daily life. The Cybercab era has begun.

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Tesla makes major rebound in European market with 4x in registrations

Tesla delivered a striking performance in Germany’s automotive market in March 2026, with new vehicle registrations more than quadrupling year-over-year, according to official data from the German Federal Motor Transport Authority (KBA).

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Credit: Raffael/Twitter

Tesla headlines will have you believe the company is dead to rights in Germany, selling nearly no cars, and stating consumers are more interested in other brands not run by CEO Elon Musk.

However, the latest data from Germany proves this might be a dying narrative.

Tesla delivered a striking performance in Germany’s automotive market in March 2026, with new vehicle registrations more than quadrupling year-over-year, according to official data from the German Federal Motor Transport Authority (KBA).

Newly registered Tesla vehicles jumped 315.1 percent to 9,252 units, marking the company’s strongest March on record in the country and signaling a sharp rebound after earlier challenges in the European market.

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The March surge accounted for roughly 72 percent of Tesla’s first-quarter total in Germany. Q1 registrations reached 12,829 vehicles, a 160 percent increase from the same period a year earlier. For context, the implied March 2025 figure was approximately 2,229 units—one of the brand’s weaker months in recent years.

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These numbers underscore Tesla’s ability to capitalize on renewed demand in Europe’s largest car market, where the company had faced softening sales throughout much of 2025 amid heightened competition and broader economic pressures.

Germany’s overall new passenger car market also expanded in March, with 294,161 registrations—a 16 percent rise from the prior year. Battery-electric vehicles (BEVs) performed even more robustly, climbing 66.2 percent to 70,663 units and representing about 24 percent of all new car registrations.

Tesla FSD (Supervised) stuns Germany’s biggest car magazine

Tesla’s 9,252 deliveries captured approximately 13.1 percent of the BEV segment for the month and roughly 3.1 percent of the total new car market, highlighting its continued leadership among pure-play electric brands despite growing competition from both domestic German manufacturers and Chinese entrants like BYD, which saw its own registrations surge 327.1 percent to 3,438 units.

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The strong showing comes as Germany’s EV incentives and infrastructure investments continue to support adoption. Tesla’s lineup, anchored by the Model Y and Model 3, appears to have resonated with buyers seeking premium electric options.

Industry observers note that the concentrated March registrations, accounting for the bulk of the quarter, may reflect strategic inventory management, competitive pricing adjustments, or pent-up demand following a slower start to 2026.

This performance provides a much-needed bright spot for Tesla in Europe, where the brand had seen market share erosion in prior periods.

Tesla Model Y outsells all EV rivals in Europe in 2025 despite headwinds

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With Q1 2026 registrations up significantly, Tesla has demonstrated resilience in a market that registered 699,404 new passenger cars for the quarter, up 5.2 percent overall. As the year progresses, sustained momentum in Germany could bolster Tesla’s European outlook, particularly if broader BEV growth persists amid evolving policy support and technological advancements.

The March 2026 data from the KBA paints a picture of Tesla’s renewed strength in Germany: a fourfold monthly leap, record quarterly gains, and a solid foothold in an expanding EV segment.

Whether this marks the beginning of a sustained recovery or a seasonal peak remains to be seen, but the numbers affirm Tesla’s enduring appeal in one of the world’s most competitive automotive landscapes.

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