Tesla got off to a slow start in 2025, as the first half of the year has not been one to remember from a delivery perspective.
However, Q3 could end up being one of the best that the company has had in history, where the United States is potentially an important contributor to what can turn a slow start of the year.
Earlier today, the United States Representative House officially adopted President Trump’s “big beautiful bill” after it drove through the Senate earlier this week. The bill goes to President Trump as he seems to sign it before the deadline of July 4th.
The bill will effectively bring closing to $ 7,500 EV tax credit, which ends on September 30, 2025. This means that the next three months in the US have their last chance to take advantage of credit. EVS will then be $ 7,500 more expensive for most people.
The tax credit is available for any single files earning less than $ 150,000 a year, $ 225,000 a year for a household head and $ 300,000 for couples archiving jointly.
The end of the tax credit was expected with the Trump administration as his policy has leaned significantly against addiction to fossil fuels, ending what he calls an “EV mandate.” He has used this phrase several times in discrepancies with Tesla CEO Elon Musk.
Nevertheless, those who have been on the fence to buy a Tesla or any EV, for that matter, will have some decisions to make in the next three months. While all businesses will take advantage of this time crunch, Tesla can be the true winner because of its big volume.
If things are done correctly, which means that if Tesla can also offer incentives such as 0% APR, special pricing on leasing or financing or other benefits (such as free red, white and blue for a short period to celebrate independence day), it could see some real volume in the sale this quarter.
You can now buy a Tesla in Red, White and Blue FREE until July 14 https://t.co/IAWHARFOH0
– Teslarati (@teslarati) July 3, 2025
Tesla is just a shade under 721,000 deliveries for the year, so it is underway for approx. 1.4 million for 2025. This would be a decrease from the 1.8 million cars it delivered in each of the last two years. Traditionally, the second half of the year has produced Tesla’s strongest quarters. Its three top quarters with regard to deliveries are Q4 2024 with 495,570 vehicles, Q4 2023 with 484,507 vehicles and Q3 2024 with 462,890 vehicles.