

News
Tesla is experiencing order rate increases in the U.S. because of soaring gas prices: report
Tesla is reportedly seeing increased order rates in the United States this week after soaring gas prices have helped some drivers transition to electric vehicles to avoid paying astronomical amounts at the pump.
A new report from Electrek says sources familiar with Tesla’s order rate have seen surges “in several parts of the U.S. this week.” The report also states that Tesla saw the order rate increase by 100 percent this week in portions of the country that have been affected by soaring gas prices.
Gas prices have soared to well over $4 per gallon in most of the country, with some areas seeing prices increase to levels over $5 per gallon. AAA data suggests the average cost of a gallon of gas is currently $4.318, up nearly 60 cents since last week and nearly $1.50 more than prices were a year ago. On Monday, AAA‘s average gas price in the United States sat at $4.17.
The increase in gas prices has been fueled by the crisis between Ukraine and Russia. As prices continue to climb with relatively no end in sight, drivers are making a conscious decision to avoid paying high prices to drive gas-powered cars. Instead, consumers are switching to electrified models, which still cost money to charge, but it’s at a fraction of the price of a gas car.
Tesla stands to benefit from the increase in gas prices, although last week CEO Elon Musk recommended an increase in U.S. gas and oil production. “Extraordinary times demand extraordinary measures,” Musk said. An increase in drilling would decrease the dependence for foreign oil, and would likely bring gas prices down for the time being. However, consumers are evidently choosing to switch to EVs.
Elon Musk says ‘extraordinary times’ call for U.S. need to increase oil and gas production
Tesla recently captured the top three spots in January 2022’s electric vehicle registration figures, according to data from Experian and Automotive News. The Model Y, Model 3, and Model S landed on all three podium spots, respectively. the Model Y and Model 3 made up more than 60 percent of total EV registrations in the United States in January.
While the increase in orders is a good thing for Tesla and the transition to electric vehicles, the automaker is already battling an extensively long backlog for vehicle orders. With Tesla’s upcoming Gigafactory Texas expected to begin deliveries after certification of the Austin-made Model Y, the electric automaker will have supplemental assistance to help drivers ditch the gas pump once and for all.
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.
Investor's Corner
Tesla Q2 2025 earnings: What Wall Street expects
The company has faced mounting pressure this year, with TSLA stock down 19% year-to-date.

Tesla (NASDAQ:TSLA) is set to release its second-quarter 2025 financial results after markets close on Wednesday, July 23. The company has faced mounting pressure this year, with TSLA stock down about 19% year-to-date.
What Wall Street expects
As noted in a TipRanks report, Wall Street has remained cautious about the electric vehicle maker due to concerns about the EV segment in general, competition, reduced margins, federal EV regulations, and CEO Elon Musk’s political activities.
Overall, Wall Street expects Tesla to post earnings per share of $0.39, down 25% from a year ago. Tesla’s revenue is forecasted to fall 13% to $22.19 billion, and analysts also expect the electric vehicle maker to post lower margins this quarter.
Analyst expectations
Tesla delivered approximately 384,120 vehicles in Q2, a 13.5% drop year-over-year, as per Main Street Data. The company also produced over 410,000 vehicles and deployed 9.6 GWh of energy storage products during the quarter.
Ahead of the earnings call, Cantor Fitzgerald analyst Andres Sheppard reiterated a Buy rating and a $335 per share price target. He also adjusted his Q2 revenue forecast to $21 billion, down from his previous estimate of $24.1 billion. Despite short-term softness, Sheppard maintained his 2025 and 2026 projections, citing confidence in Tesla’s high-margin Robotaxi business model.
Barclays analyst Dan Levy kept a Hold rating with a $275 price target. He stated that the company faces “increasingly weaker fundamentals,” but he also suggested that Tesla’s Robotaxi story could drive optimism. Levy expects modest gross margin improvement quarter-over-quarter and flagged the full-year EPS estimate drop from $3.20 to $1.84. Delays in launching the affordable Tesla model remain a downside risk, Levy noted.
News
Tesla expands FSD Transfer offer to Europe and the Middle East
Tesla’s FSD transfer offer has long been used as a quarterly sales lever in North America.

Tesla has extended its Full Self-Driving (FSD) transfer promotion beyond North America, opening the door for owners in Europe and the Middle East to carry over their existing FSD systems to a new vehicle.
The move comes days after Elon Musk acknowledged a user’s request for FSD transfers in Europe on X, which the CEO called a “fair” ask. Tesla Europe later confirmed the offer via its official X account.
FSD transfers reaching new markets
FSD transfers have been used as a quarterly sales lever in North America, with its most recent availability in April 2025, as noted in a Not a Tesla App report. While this incentive had remained exclusive to the U.S. and Canada, Tesla’s latest announcement marks the first time the program has been rolled out internationally.
Interestingly enough, the offer hasn’t yet been extended to other FSD-enabled regions like China. This suggests that Tesla may be prioritizing markets where regulatory approval for FSD remains pending. European Tesla owners, after all, have been waiting literal years for FSD to be rolled out into their countries.
How the program works
The process for FSD transfers is straightforward. Existing Tesla owners with FSD must place a new vehicle order and complete delivery during the active promotion period. During checkout, customers are instructed not to add FSD to the new car. Instead, they must notify a Tesla advisor of their intent to transfer their existing vehicle’s FSD.
On delivery day, FSD will be deactivated on the old vehicle and activated on the new one. Customers are not required to trade in or sell their original Tesla that had FSD, though once the license is moved, the old vehicle reverts to just Basic Autopilot features.
News
Tesla Q2 2025 vehicle safety report proves FSD makes driving almost 10X safer
Tesla released its most recent vehicle safety data on its official website.

Tesla has released its most recent vehicle safety report, reiterating the idea that Autopilot and systems like Full Self Driving (FSD) are really the company’s best safety features.
Tesla released its most recent vehicle safety data on its official website.
Tesla’s Q2 2025 safety statistics
As per the electric vehicle maker’s Q2 2025 report, the company recorded one crash for every 6.69 million miles driven for vehicles that were using Autopilot technology. In comparison, data from the NHTSA and FHWA listed one automobile crash every 702,000 million miles.
“In the 2nd quarter, we recorded one crash for every 6.69 million miles driven in which drivers were using Autopilot technology. For drivers who were not using Autopilot technology, we recorded one crash for every 963,000 miles driven. By comparison, the most recent data available from NHTSA and FHWA (from 2023) shows that in the United States there was an automobile crash approximately every 702,000 miles,” Tesla wrote in its report.
FSD as a safety feature
Elon Musk has always maintained that FSD is the company’s biggest safety feature. This is no exaggeration, as the system allows vehicles to operate vehicles without human intervention. Tesla is currently proving this in Austin, where it operates the pilot program for its dedicated self-driving Robotaxi service. Customers who have used Tesla’s Robotaxi service in Austin have noted that the vehicles operate in a manner that is akin to a confident and cautious driver.
An underrated advantage of Tesla’s FSD system is the fact that it does not get tired, nor does it ever operate the vehicle while intoxicated. It never gets distracted either. These advantages may seem minor, but they go a long way towards making Teslas the safest vehicles on the road today.
-
Elon Musk6 days ago
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
-
News6 days ago
Tesla exec hints at useful and potentially killer Model Y L feature
-
Elon Musk7 days ago
Elon Musk reveals SpaceX’s target for Starship’s 10th launch
-
Elon Musk1 week ago
Tesla ups Robotaxi fare price to another comical figure with service area expansion
-
News6 days ago
Tesla’s longer Model Y did not scale back requests for this vehicle type from fans
-
News6 days ago
“Worthy of respect:” Six-seat Model Y L acknowledged by Tesla China’s biggest rivals
-
News1 week ago
First glimpse of Tesla Model Y with six seats and extended wheelbase
-
Elon Musk7 days ago
Elon Musk confirms Tesla is already rolling out a new feature for in-car Grok