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CleanTechnica13 days ago

Tesla Sales Down 10% Since 2023 — CHARTS

Key Takeaway

A slowdown in a major EV manufacturer's sales could signal broader market shifts impacting future electricity demand growth from transportation electrification.

AI Summary

  • Tesla reported a 10% decline in vehicle sales since 2023, based on its Q4 2025 delivery data.
  • The company's unusual release of consensus Wall Street analyst estimates for 2025 deliveries suggests potential strategic shifts or market concerns.
  • While directly focused on vehicle sales, this trend could indirectly influence long-term projections for EV charging infrastructure demand and associated grid load growth for developers and large power consumers.

Topics

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Article Content

Tesla has released its 4th quarter and 2025 vehicle delivery data. It was strange a few days ago that the company released consensus Wall Street analyst estimates of its coming 2025 delivery numbers. I questioned why Tesla would start doing so, and wondered if it was to try to get ... [continued] The post Tesla Sales Down 10% Since 2023 — CHARTS appeared first on CleanTechnica .