

News
Tesla China registrations surge 41% week-over-week to 13.8k units in May’s 3rd week
Tesla China saw 13,800 new vehicle registrations in the week of May 13-19, 2024. These numbers translate to a 41% increase in Tesla China’s domestic vehicle sales compared to the 9,800 units that were tracked during the week of May 6-12, 2024.
Tesla does not release its weekly sales figures in China’s domestic auto market, but a general idea of the company’s performance could be inferred through the number of new vehicle registrations that are filed every week. Fortunately, these registrations are tracked and shared by industry watchers, as well as car companies like Li Auto.
$TSLA ??
NEWS: Tesla China insured units
<May 2024>
(29)-5: 11,000
6-12: 9,800
13-19: 13,800 (+41% WoW) https://t.co/yM67wuopH7 pic.twitter.com/T5UETdySXb— Tsla Chan (@Tslachan) May 21, 2024
And as per industry watchers, Tesla China saw 13,800 new vehicle registrations last week. Considering that the electric vehicle maker was tracked with 16,900 registrations over the May 1-12 period, it would appear that Tesla China had seen 30,800 insurance registrations by May 19, 2024, as noted in a CNEV Post report. As per industry watchers, Tesla China’s current figures this month suggest that the company’s year-to-date 2024 registrations are only about 4% behind the same period in 2023.
In China, 13.8k Tesla insurance registrations were reported for the week of May 13 to 19. ??
The quarter is +15.5% QoQ and -13.3% vs. 23Q3 the best quarter after 7 weeks. YTD is at -3.7% YoY. pic.twitter.com/8foL4HiVGb— Roland Pircher (@piloly) May 21, 2024
This bodes well for the electric vehicle maker’s domestic numbers this May, as the company only sold 31,421 units in the local Chinese market in April 2024. For context, Tesla China’s wholesale numbers for April 2024 were listed as 62,167 units by the China Passenger Car Association (CPCA). This number included 30,746 units that were exported to foreign territories, as well as 31,421 vehicles that were sold to domestic customers. Considering Tesla China’s current domestic sales this May, it would appear that the company’s local sales this month would definitely surpass April 2024’s results.
?NEWS: Tesla China weekly (week 20: 13-19 May) vehicle registrations came in at 13,800 implying that the gap to 2023 is further reducing to only 8,000 vehicles as of week 20 of 2024.
▫️This suggests that Tesla is YTD 2024 only 4% behind YTD 2023.
▫️This result runs counter to… pic.twitter.com/zo3eQvt2z6— AJ (@alojoh) May 21, 2024
Tesla China has been implementing a variety of programs that are designed to make its vehicles more attractive to consumers. Just recently, the electric vehicle maker launched a free Supercharging incentive for the first 140 customers who place orders for vehicles before June 30, 2024. Tesla China also launched a promotion for existing customers that provides free Supercharging miles when they replace Goodyear tires at a Tesla service center within the next month.
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News
Tesla is ready with a perfect counter to the end of US EV tax credits
Tesla executives have mentioned that these more affordable models would resemble the company’s current lineup.

The United States’ electric vehicle tax credit is coming to an end at the end of the third quarter. Tesla, the country’s leading electric vehicle maker, is ready to meet this challenge with a rather simple but clever counter.
Tesla executives outlined this strategy in the recently held Q2 2025 earnings call.
End of the US EV tax credit
While Elon Musk has always maintained that he prefers a market with no EV tax credit, he also emphasized that he supports the rollback of any incentives given to the oil and gas industry. The Trump administration has not done this so far, instead focusing on the expiration of the $7,500 EV tax credit at the end of the third quarter.
Tesla has been going all-in on encouraging customers to purchase their vehicles in Q3 to take advantage of lower prices. The company has also implemented a series of incentives across all its offerings, from the Cybertruck to the Model 3. This, however, is not all, as the company seems to be preparing a longer-term solution to the expiration of the EV tax credit.
Affordable variants
During the Q2 2025 earnings call, Vice President of Vehicle Engineering Lars Moray stated that Tesla really did start the production of more affordable models in June. Quality builds of these vehicles are being ramped this quarter, with the goal of optimizing production over the remaining months of the year. If Tesla is successful, these models will be available for everyone in Q4.
“We started production in June, and we’re ramping quality builds and things around the quarter. And given that we started in North America and our goal is to maximize production with a higher rate. So starting Q3, we’re going to keep pushing hard on our current models to avoid complexity… We’ll be ready with new, more affordable models available for everyone in Q4.,” Moravy stated.
These comments suggest that Tesla should be able to offer vehicles that are competitively priced even after the EV tax credit has been phased out. Interestingly enough, previous comments from Tesla executives have mentioned that these more affordable models would resemble the company’s current lineup. This suggests that the more affordable models may indeed be variations of the Model Y and Model 3, but offered at a lower price.
Elon Musk
Elon Musk reveals Tesla’s next Robotaxi expansion in more ways than one
Tesla Robotaxi is growing in more ways than one. Tesla wants to expand and hopes to reach half the U.S. population by the end of the year.

Tesla CEO Elon Musk revealed the company’s plans for its next expansion of the Robotaxi in terms of both the geofence in Austin and the platform overall, as it looks to move to new areas outside of Texas.
Tesla launched the Robotaxi platform last month on June 22, and has since expanded both the pool of users and the area that the driverless Model Y vehicles can travel within.
The first expansion of the geofence caught the attention of nearly everyone and became a huge headline as Tesla picked a very interesting shape for the new geofence, resembling male reproductive parts.
🚨 Elon Musk says Tesla’s Robotaxi geofence in Austin will get “even bigger and longer” in “a couple weeks or so” pic.twitter.com/0gLeKfURMi
— TESLARATI (@Teslarati) July 23, 2025
The next expansion will likely absolve this shape. Musk revealed last night that the new geofence will be “well in excess of what competitors are doing,” and it could happen “hopefully in a week or two.”
Musk’s full quote regarding the expansion of the geofence and the timing was:
“As some may have noted, we have already expanded our service area in Austin. It’s bigger and longer, and it’s going to get even bigger and longer. We are expecting to greatly increase the service area to well in excess of what competitors are doing, hopefully in a week or two.”
The expansion will not stop there, either. As Tesla has operated the Robotaxi platform in Austin for the past month, it has been working with regulators in other areas, like California, Arizona, Nevada, and Florida, to get the driverless ride-hailing system activated in more U.S. states.
Tesla confirmed that they are in talks with each of these states regarding the potential expansion of Robotaxi.
Musk added:
“As we get the approvals and prove out safety, we will be launching the autonomous ride-hailing across most of the country. I think we will probably have autonomous ride-hailing in probably half the population of the US by the end of the year.”
We know that Tesla and Musk have been prone to aggressive and sometimes outlandish timelines regarding self-driving technology specifically. Regulatory approvals could happen by the end of the year in several areas, and working on these large metros is the best way to reach half of the U.S. population.
Tesla said its expansion of the geofence in Austin is conservative and controlled due to its obsession with safety, even admitting at one point during the Earnings Call that they are being “paranoid.” Expanding the geofence is necessary, but Tesla realizes any significant mistake by Robotaxi could take it back to square one.
News
Tesla warns customers of incentive strategy on EVs as tax credit nears end
If you’re thinking of buying a Tesla, the time to order is now, the company claimed.

Tesla has warned customers about its incentive strategy for qualifying electric vehicles, as the days of both the $7,500 EV tax credit for new EVs and the $4,000 credit for used EVs are coming to a close.
Both tax credits, which impact some of the vehicles in the Tesla lineup, are set to be eliminated at the end of Q3. The phase out of these consumer credits was always in the plans of the Trump Administration, but now we’re in the final quarter of their existence.
As a result, EV companies are scrambling to see how they can reduce costs or make their vehicles more affordable for customers. The $7,500 will price many consumers out of many EVs on the market, and Tesla is not immune to that.
However, Tesla has made a significant push into Q3 deliveries, rolling out numerous incentives to customers, including 0% APR on select purchases, lease deals, free upgrades on certain inventory units, and more.
The extensive list of incentives on Tesla vehicles in the quarter will not get any longer, either. During last night’s Tesla Earnings Call for the second quarter of 2025, company executives stated that their intention for these incentives was to encourage customers to place orders early in the quarter.
Tesla will only be able to apply the $7,500 credit with deliveries that occur before the end of September. Even if an order is placed before then, delivery must be completed by September 31 to receive the tax credit.
CFO Vaibhav Taneja confirmed that the incentives for the quarter are already out and encouraged customers to place an order sooner rather than later:
“Given the abrupt change, we have a limited supply of vehicles in the US this quarter. As we are already within lead times to order parts for cars, we have rolled out all our planned incentives already and will start pairing them back as we start to sell. If you are in the US and looking to buy a car, let’s roll now as we may not be able to guarantee delivery for orders placed in the later part of August and beyond.”
🚨 Tesla has rolled out all of the incentives it plans to utilize in Q3
These incentives will slowly be removed as supply becomes limited.
In short: put your Tesla order in NOW pic.twitter.com/UaqPfWtiJP
— TESLARATI (@Teslarati) July 23, 2025
The loss of the incentives will impact every EV maker in the United States. Tesla has a plan moving forward, and it said last night that its affordable models would be rolled out in Q4, as introducing these cars any earlier could have detrimental effects on Model 3 and Model Y sales.
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