Tesla’s market share in the United States is still strong but it is being challenged by less expensive options as consumers are opting for affordable electric vehicles.
A new study from S&P Global Mobility shows Tesla still holds a considerable amount, 65 percent, to be exact, of the U.S. electric vehicle market. However, this figure is down from 79 percent two years ago, and pricing is the biggest reason.
“Much of Tesla’s share loss is to EVs available in a more accessible MSRP range – below $50,000, where Tesla does not yet truly compete,” the firm said in its report.
340,000 of the roughly 525,000 EVs registered from January to September 2022 were Teslas. 56 percent of the market was controlled by the Model 3 and Model Y. The remaining sales are divided amongst 46 other EVs that are “competing for scraps” until electrification is more widespread amongst U.S. consumers.
Tesla has four of the top five EV models by registration from January to September. The vehicles in the sixth through tenth positions are the Chevrolet Bolt EV/EUV (21,600 registrations), Hyundai Ioniq5 (between 17,000-18,000 units), Kia EV6 (between 17,000-18,000 units), Volkswagen ID.4 (11,000 units), and Nissan Leaf (10,000 units).

Credit: S&P Global Mobility
Tesla still obviously dominates the field. However, S&P Global Mobility notes Tesla’s position is changing because more affordable options are available, and they offer “equal or better technology and production build.” Because of this, the firm’s report notes that Tesla’s ability to retain a dominant market share will not be guaranteed in the future.
The group of 48 competing models to the Model 3 and Model Y will only grow. The firm forecasts 159 models across all manufacturers in the U.S. EV market by the end of 2025, which is faster than Tesla will be able to add production volume through new manufacturing plants. Tesla does plan to eventually attack the affordable market with the rumored $25,000 model, which CEO Elon Musk confirmed during the Q3 earnings call was in development. When Tesla will launch the vehicle is unclear, but its competition in the affordable vehicle market will be thick when the car is eventually brought to production.
Tesla is one of the few automakers that is a pure-EV company. S&P Global Mobility’s report estimates this could be the company’s biggest advantage as “few EV owners have returned to ICE powertrains.” However, Tesla brand loyalty could be tested as more EVs enter the market. The Model Y currently has 60.5 percent brand loyalty, and nearly 74 percent of buyers were first-time Tesla owners. These figures both lead the industry.
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Tesla’s Grok integration will be more realistic with this cool feature
Tesla is preparing Grok for its first integration into vehicles, but it’s making it more robust than ever, firmware shows.

Tesla has not yet integrated the AI assistant Grok into its vehicles, but when it does, it will be even more realistic with a new feature that firmware coding shows.
CEO Elon Musk teased a few months back that Grok would be making its way into vehicles in the near future. The implementation has not yet occurred, but we are confident it will be rolling out soon, especially as Tesla has its sights set on a near-term rollout of the Robotaxi platform.
Tesla’s vehicles expected to get Grok voice assistant—but when?
Grok will enable AI assistance for drivers who are both manually operating Tesla vehicles or using the company’s Full Self-Driving suite. It has been widely popular and extremely useful for users on X, Musk’s social media platform.
However, Tesla hacker green has revealed through firmware that the company is planning to roll out Grok into vehicles with personalities, giving it an even more realistic tone that is totally customizable and catered to whatever the driver wants.
There are also a handful of kids’ versions that will do things like tell stories or play trivia:
In-car grok also got new language tutor personality.
(other personalities:
argumentative
assistant
conspiracy
doctor
kids_story
kids_trivia_game
meditation
motivation
romantic
sexy
storyteller
therapist
unhinged)— green (@greentheonly) June 16, 2025
The true capabilities of Grok are nearly limitless. Back in January, Musk said on a livestream on X that, “You’ll be able to talk to your Tesla and ask for anything.”
Grok appears to only be available on AMD-based vehicles, according to other things green found in the firmware. This means that Intel-based Teslas, which are usually older models, will not enable Grok support for right now.
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Tesla dominates Cars.com’s Made in America Index with clean sweep
Tesla continues to dominate Cars.com’s Made in America Index with a clean sweep of the Top 4 spots.

Tesla has dominated the Cars.com Made-in-America Index with a clean sweep of the top four spots. All four Tesla vehicles that were eligible for the analysis placed in the top four.
The Model 3 overtook the Model Y for first place this year. The all-electric crossover was first in 2024, but the Model 3 managed to overtake its sibling vehicle to claim the top spot in 2025. The Model Y took second, while the Model S took third, and the Model X took fourth.
This is an improvement from last year, as the Model Y took first, but the Model S and Model X placed fourth and ninth, respectively. The Model 3 was not in the Top 10 in 2024.
🚨 BREAKING: https://t.co/PXZ0g1qn0E’s American-made Index for 2025 is here, and Tesla has swept the TOP FOUR spots with the Model 3 and Model Y leading the way.
The Model S and Model X follow. pic.twitter.com/7PRepTHPBe
— TESLARATI (@Teslarati) June 17, 2025
“Tesla continues to lead, claiming the top four spots and showcasing its commitment to domestic production. About 25% of the more than 400 vehicles on sale in the U.S. made this year’s AMI, and whether a vehicle is No. 1 or No.99, it contributes to the U.S. economy,” Patrick Masterson, lead researcher for the program, said.
More than 400 vehicles were analyzed for this year’s study, with Cars.com officially ranking 117 of them. There were two other EVs in the Top 10, as the Kia EV6 took sixth place, and the Volkswagen ID.4 finished in tenth.
This year’s study reflected major geographic and strategic shifts across the automotive industry. Of the 117 vehicles ranked in the program, they were produced at 36 domestic factories, leaving only 11 total factories that did not yield a car on the list. There are 47 assembly plants in operation in the U.S.
However, there still has not been a vehicle to quite reach the 100 percent domestic parts content, something that is extremely elusive. Masterson says the global supply chain is still extremely crucial to even the most American-built cars on the market.
The average domestic parts content of the Top 10 cars was 83.4 percent in 2006, but that number has shrunk to 70.3 percent in this year’s rankings.
Some might wonder where cars like the Tesla Cybertruck or Rivian R1T are on the list. However, these vehicles did not qualify because the study only considers cars under a gross weight of 8,500 pounds.
News
Tesla China roars back with highest vehicle registrations this Q2 so far
Tesla China’s 80% week-over-week growth was the most notable among Chinese EV brands.

Tesla China saw a notable rise in new vehicle registrations in the week of June 9 to 15, 2025. During the week, Tesla China’s registrations saw an impressive 80% week-over-week increase, resulting in the electric vehicle maker posting its highest insurance registration figures this Q2 so far.
Tesla China Roars Back
During the week ending June 15, 2025, Tesla China saw 15,500 insurance registrations. This represents an 80% increase from the previous week’s 8,640 units. This is also the highest number of registrations that Tesla has posted in China for the past ten weeks, as noted in a CNEV Post report.
Tesla watchers have observed that the electric vehicle maker’s 80% week-over-week growth was the most notable among Chinese EV brands. Following Tesla was Xpeng, which saw a 52% week-over-week growth to 6,400 registrations, and Nio, which saw a 9.3% week-over-week increase to 4,700 registrations.
Tesla China does not report its weekly vehicle registration figures, though the company’s overall performance in the Chinese auto market can be inferred through new vehicle registration data. Fortunately, these registrations are closely tracked and reported by industry watchers, as well as automakers like Li Auto.
Tesla Model Y Impact
Industry watchers estimate that Tesla China was able to deliver 11,200 new Model Y units to customers in the week ending June 15. This represents a week-over-week improvement of about 85% from the previous week. This bodes well for the revamped all-electric crossover, as it suggests that demand for the vehicle remains strong.
The new Model Y is Tesla’s highest volume seller. Thus, it would not be a surprise if the company’s numbers this Q2 2025 end up relying on the sales figures of the revamped all-electric crossover. Fortunately, Tesla has two more weeks before the quarter ends, which should be enough to increase its quarterly sales numbers to a notable degree.
Tesla’s domestic sales in China totaled 38,588 units in May, down 30% year-over-year but up 34% percent from April, as per data from the China Passenger Car Association (CPCA). In the same month, Giga Shanghai also exported 23,074 vehicles in May.
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