Tesla faces a slow start in 2025, with disappointing delivery numbers in the first half. However, the passage of a bill to eliminate the $7,500 EV tax credit by September 30, 2025, may spur increased sales as consumers rush to take advantage of the remaining opportunity. This may position Tesla favorably, especially if it can introduce additional incentives and marketing strategies in the next three months to drive sales numbers higher than expected.
Ending the tax credit will effectively make EVs $7,500 more expensive for most buyers beginning October 1, 2025, prompting purchase urgency in Q3.
Those who earn under $150,000, or couples under $300,000, will no longer receive the EV tax credit after September 30, impacting affordability.
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