BYD Co. Outpaces Tesla in EV Market Amid Tax Credit Uncertainty
Tesla's 7% quarterly delivery growth in Q3 2025, fueled by expiring federal tax credits, masks looming headwinds. The EV Maker moved 497,099 vehicles but faces a probable Q4 demand slump as the $7,500 incentive disappears for most buyers.
BYD continues its relentless expansion, positioning to outperform Tesla annually despite the latter's production adjustments. Inventory management becomes critical as EV manufacturers brace for a post-subsidy market reality.