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Tesla dominates January BEV sales in the United States with S3XY lineup all in Top 10

Credit: Tesla

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Tesla’s domination of the United States electric vehicle sector continues Tesla’s Model Y, Model 3, and Model S claimed the top three spots of January’s U.S. BEV registrations, with its top two models combining for well over 60 percent of the total electric vehicle sales during 2022’s first month. The Model X was ninth on the January list.

Around 50,380 electric vehicles made their way to customers in the United States in January, according to new data from Experian and Automotive News. The U.S. has lagged behind other countries in terms of electric vehicle adoption, but there is still plenty of data to be encouraged about. While automakers like Ford, Nissan, Hyundai, Volkswagen, Kia, and others are adopting electric powertrains and aligning with the long-standing mission of accelerating the world’s transition to sustainable energy, there is still only one king of the hill in the U.S., and it is Tesla.

The Model Y was the nation’s best-selling EV in January, with 18,549 units sold. The Model 3 won a respectable silver medal, while the Model S, Tesla’s flagship sedan, accumulated 3,903 sales. The Model Y accounted for 36.8 percent of all BEV sales in the United States, while the Model 3 made up 27 percent. Tesla’s two mass-market vehicles combined for around 63.8 percent of the total electric vehicle sales in January, an impressive statistic considering the wide array of competitive options now available to consumers.

The Model Y and Model 3 are Tesla’s mass-market vehicles and were essentially the two cars that made EVs a “household” name. While many models came before them, the Model 3 was the first electric vehicle to disrupt the traditional combustion engine market. Before Tesla alleviated itself from the trenches of “production hell,” the Model 3 was the most-ideal combination of range, performance, and affordability offered on the market. Then, Tesla released the Model Y, and CEO Elon Musk predicted it would eventually outsell the Model 3 and the rest of the vehicles on the market.

Credit: Tesla

“I’d say more likely than not that in 2022 Model Y is the best-selling car or truck of any kind in the world,” Musk said during the Q1 2021 Earnings Call last year. While it has beat out every other electrified model on the market, the Model Y’s place on a global scale by year’s end may be atop the best-seller’s list. However, that day remains to be seen.

The Model X did make the list, placing ninth with 1,106 vehicles. Tesla has not completed many deliveries of its new, updated version of its SUV. Delivery dates are still being adjusted somewhat regularly, but Musk admitted the Model X ramp was one of Tesla’s biggest ball drops in recent history.

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Here is the complete list of sales, courtesy of our friends at InsideEVs.

  • Tesla Model Y – 18,549 (36.8% of all BEVs)
  • Tesla Model 3 – 13,604 (27% of all BEVs)
  • Tesla Model S – 3,903
  • Ford Mustang Mach-E – 2,781
  • Nissan LEAF – 1,479
  • Hyundai Ioniq 5 – 1,253
  • Volkswagen ID.4 – 1,153
  • Kia Niro EV – 1,146
  • Tesla Model X – 1,106
  • Porsche Taycan (all versions) – 972
  • other – 4,438
  • Total – 50,384 

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.

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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Tesla Giga Texas continues to pile up with Cybercab castings

Tesla sure is gathering a lot of Cybercab components around the Giga Texas complex.

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Credit: @JoeTegtmeyer/X

Tesla may be extremely tight-lipped about the new affordable models that it was expected to start producing in the first half of the year, but the company sure is gathering a lot of Cybercab castings around the Giga Texas complex. This is, at least, as per recent images taken of the facility. 

Cybercab castings galore

As per longtime drone operator Joe Tegtmeyer, who has been chronicling the developments around the Giga Texas complex for several years now, the electric vehicle maker seems to be gathering hundreds of Cybercab castings around the factory. 

Based on observations from industry watchers, the drone operator appears to have captured images of about 180 front and 180 rear Cybercab castings in his recent photos.

Considering the number of castings that were spotted around Giga Texas, it would appear that Tesla may indeed be preparing for the vehicle’s start of trial production sometime later this year. Interestingly enough, large numbers of Cybercab castings have been spotted around the Giga Texas complex in the past few months.

Cybercab production

The Cybercab is expected to be Tesla’s first vehicle that will adopt the company’s “unboxed” process. As per Tesla’s previous update letters, volume production of the Cybercab should start in 2026. So far, prototypes of the Cybercab have been spotted testing around Giga Texas, and expectations are high that the vehicle’s initial trial production should start this year. 

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With the start of Tesla’s dedicated Robotaxi service around Austin, it might only be a matter of time before the Cybercab starts being tested on public roads as well. When this happens, it would be very difficult to deny the fact that Tesla really does have a safe, working autonomous driving system, and it has the perfect vehicle for it, too.

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Investor's Corner

Two Tesla bulls share differing insights on Elon Musk, the Board, and politics

Two noted Tesla bulls have shared differing views on the recent activities of CEO Elon Musk and the company’s leadership.

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Credit: Tesla

Two noted Tesla (NASDAQ:TSLA) bulls have shared differing views on the recent activities of CEO Elon Musk and the company’s leadership.

While Wedbush analyst Dan Ives called on Tesla’s board to take concrete steps to ensure Musk remains focused on the EV maker, longtime Tesla supporter Cathie Wood of Ark Invest reaffirmed her confidence in the CEO and the company’s leadership.

Ives warns of distraction risk amid crucial growth phase

In a recent note, Ives stated that Tesla is at a critical point in its history, as the company is transitioning from an EV maker towards an entity that is more focused on autonomous driving and robotics. He then noted that the Board of Directors should “act now” and establish formal boundaries around Musk’s political activities, which could be a headwind on TSLA stock. 

Ives laid out a three-point plan that he believes could ensure that the electric vehicle maker is led with proper leadership until the end of the decade. First off, the analyst noted that a new “incentive-driven pay package for Musk as CEO that increases his ownership of Tesla up to ~25% voting power” is necessary. He also stated that the Board should establish clear guidelines for how much time Musk must devote to Tesla operations in order to receive his compensation, and a dedicated oversight committee must be formed to monitor the CEO’s political activities.

Ives, however, highlighted that Tesla should move forward with Musk at its helm. “We urge the Board to act now and move the Tesla story forward with Musk as CEO,” he wrote, reiterating its Outperform rating on Tesla stock and $500 per share price target.

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Tesla CEO Elon Musk has responded to Ives’ suggestions with a brief comment on X. “Shut up, Dan,” Musk wrote.

Cathie Wood reiterates trust in Musk and Tesla board

Meanwhile, Ark Investment Management founder Cathie Wood expressed little concern over Musk’s latest controversies. In an interview with Bloomberg Television, Wood said, “We do trust the board and the board’s instincts here and we stay out of politics.” She also noted that Ark has navigated Musk-related headlines since it first invested in Tesla.

Wood also pointed to Musk’s recent move to oversee Tesla’s sales operations in the U.S. and Europe as evidence of his renewed focus in the electric vehicle maker. “When he puts his mind on something, he usually gets the job done,” she said. “So I think he’s much less distracted now than he was, let’s say, in the White House 24/7,” she said.

TSLA stock is down roughly 25% year-to-date but has gained about 19% over the past 12 months, as noted in a StocksTwits report.

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Tesla China achieves this year’s second highest domestic sales in June

The figure represents Tesla’s second-best performance in 2025 so far.

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Domestic sales for Tesla China reached 61,484 units in June, marking a sharp recovery from recent months and positioning the company for a stronger finish to the second quarter. The figure represents Tesla’s second-best performance in 2025 so far, trailing only March, when the company delivered 74,127 vehicles domestically.

A strong comeback for Tesla China

According to data from the China Passenger Car Association (CPCA), Tesla sold a total of 71,599 cars wholesale in June 2025. This means that Tesla’s domestic sales last month rose 59.3% compared to May’s 38,588 units and increased 3.75% year-over-year from 59,261 units in June 2024, as noted in a CNEV Post report. 

The rebound ends a two-month streak of year-over-year declines and helped lift Tesla’s Q2 retail total in China to 128,803 units, though that still marks an 11.7% drop from the same period last year. For context, Tesla China sold 263,410 vehicles domestically, down 5.36% year-over-year, in the first six months of 2025.

Tesla’s stronger domestic showing in June came as the company scaled back its export output from Giga Shanghai. The factory exported 10,115 vehicles last month, down 56.2% from May and 13.9% from a year earlier. For the first half of 2025, Tesla China’s total exports reached 101,064 units, down 31.85% compared to the same period in 2024.

Tesla China’s 2025 performance

June saw continued growth across China’s broader new energy vehicle (NEV) market, with retail sales reaching 1.11 million units, up 29.7% year-over-year. Battery electric vehicles (BEVs) accounted for 661,000 of those sales. Tesla’s NEV market share for June was then 5.53%, down from 6.92% a year earlier but an improvement over May’s 3.78%.

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The Model Y continues to be Tesla China’s primary driver of sales, with the vehicle’s wholesale figures reaching 51,253 units in June, up 16.6% from a year ago and nearly 30% from May. Wholesale numbers for the Model Y totaled 214,034 units in the first six months of the year. The Model 3, in comparison, saw wholesale volumes reach 150,440 units in the first six months of the year.

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