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Leading today’s Green Deals is a rare discount on Tesla’s Universal and Standard Wall Connector EV charging stations to new low prices, starting from $420. Anker’s early fall Prime Day sale has also returned its new C300 90,000mAh Power Stations to their lowest rates for the first time since launching, starting from $150. Next, Juiced has dropped its latest JetCurrent Pro Foldable e-bike down to $2,099, while Hiboy’s EX6 Step-Thru Fat Tire e-bike is back at its $800 low. We also have another EcoFlow flash sale that is offering the lowest prices we’ve tracked on bundles for the DELTA Pro and RIVER 2 Pro power stations that will only last through the rest of the day, and bringing up the rear is Goal Zero’s Alta 80 Portable Electric Fridge and Freezer at a new low price too. Plus, all the other hangover Green Deals in the links at the bottom of the page, like yesterday’s $975 discount on the Segway x260 Electric Dirt Bike, and more.

Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.

Tesla universal and standard Wall Connector EV charging stations see rare discount to new lows from $420

Coming to us directly from its official Amazon storefront, Tesla is offering a rare and significant price cut on its Wall Connector EV chargers, with the Universal model down at $550 shipped. Originally carrying a $620 price tag, it permanently fell to $580 back in May and has mainly been kept at that price, while some third-party retailers have offered it at $5 to $10 cheaper occasionally. Today though, you’re looking at the best rate we have tracked to date, as an additional $30 is shaved off the tag here, giving you a rarely occurring drop to a new all-time low price.

It’s not every day that we get this kind of deal on Tesla devices, especially its charging stations, and this Universal Wall Connector delivers a customizable output of up to 48A charging speeds for you to install at your home (or any other space you may frequent), either indoors or outdoors for a completed EV setup. When you install it and set it to its maximum amperage, you’ll be getting upward of 44 miles of travel for each hour that you keep it plugged in, and it utilizes a J1772 adapter to provide recharges to non-Tesla vehicles too. By connecting it to your local Wi-Fi network, you’ll ensure that it can keep itself updated with the latest firmware, which you can also manually control through the Tesla app.

If you’re a Tesla-only household and aren’t concerned with having universal compatibility, you’ll also find Tesla’s standard wall connector at $420, down from $450. Other than the missing J1772 adapter, you’ll be getting the same performance out of this charging station as its above counterpart.

Tesla Universal Wall Connector

Anker’s new SOLIX C300 90,000mAh portable power stations return to lowest prices for first time from $150

Anker is offering a second chance to score either of its new C300 90,000mAh Portable Power Stations at their lowest rates since launching, with the DC model at $149.99 shipped, and the AC model at $189.99 shipped, which is also matched at Amazon, after clipping the on-page $60 off coupon. Down from their $200 and $250 price tags, We’ve only seen these prices once before during the week-long early bird specials back at the tail-end of August. Since then we’ve seen a few discounts, mainly from Amazon, with the lowest price cut keeping $10 above these low prices. Today you can score them again at their all-time lowest prices while Anker’s ongoing early fall Prime Day sale continues through October 9.

Anker’s SOLIX C300 AC model delivers a 90,000mAh capacity to cover your on-the-go charging needs while also running smaller appliances with a 600W max power output. There are three included AC ports on this model, as opposed to its counterpart DC model that mainly focuses on USB needs, with three USB-C ports, a single USB-A port, and a 120W auxiliary/car port. Unlike the DC model, this one doesn’t offer dual-recharging capabilities but does reach similar speeds when plugged into a standard wall outlet, along with solar charging options. It’s a bit easier to carry thanks to the integrated handle on top, and includes a light bar above the display screen for nighttime support, especially great for when you’re in the dark at a campsite.

The SOLIX C300 DC model offers boosted self-recharging speeds with its two bidirectional 140W USB-C ports being used together to hit 280W. Sharing most of the other qualities with its above sibling, it offers a 120W auxiliary/car port, two USB-A ports, and four USB-C ports – two of which are 140W ports, one being a 100W port, and the last one hitting 15W. It also sports a pop-up LED light in place of the carrying handle with multiple brightness levels. If you’re instead still wanting something smaller, I recommend checking out the PowerCore Reserve 60,000mAh predecessor that is currently sitting at $120.

JetCurrent Pro e-bike

Juiced JetCurrent Pro Foldable e-bike drops to $2,099

Juiced Bikes has dropped the price on its latest JetCurrent Pro Foldable e-bike to $2,099 shipped. Down from its $2,799 price tag, we’ve mainly been seeing this model keep down around $2,299 regularly, with occasional sales taking costs lower for short periods. In August, we saw it $1,954 during a similar weekend sitewide sale, with a “blink-and-you-missed-it” short-term fall to the $1,889 low recently. You’re still looking at a solid $700 markdown that gives you a chance to climb aboard at the third-lowest price that we have tracked.

Juiced’s latest entry into the EV market, the JetCurrent Pro Foldable e-bike, arrives sporting the first of the brand’s folding frames to better help riders save space when not aboard the saddle. Alongside this new feature, it also happens to be the brand’s fastest model released, as the supercharged 1,200W NeoBlade motor (peaking at 2,000W), along with the 52V battery and five levels of pedal assistance, propel the bike up to 34 MPH top speeds and provide a longer 70-mile travel distance. To better support riders, its been given joint torque and cadence sensors to reduce lag time between the system’s pick up, with a throttle included for pure electric action too. There’s an active cruise control feature here to keep speeds under 20 MPH and conserve travel distance, or you can take the opposite approach with its race track mode that turns off its electronic limits to race around at its fastest settings.

Things don’t stop there either, as its been given a 1,050-lumen Shadowblaster headlight for increased visibility at night, as well as 4-inch fat tires with fenders over each, 4-piston hydraulic disc brakes, turn signal functionality on both the front and rear sections, and a separate brake light too. In terms of add-on gear, there’s also the rear cargo rack, a folding mirror, an “automotive grade horn,” a backlit LCD display with a USB port to charge your phone – plus, it even has a security alarm with a wireless remote for your peace of mind.

Tesla Universal Wall Connector

EcoFlow flash sale saves you up to $1,800 on DELTA Pro and RIVER 2 Pro power station bundles from $599 lows

EcoFlow has launched the next of its 24-hour flash sales from its ongoing Early Prime Big Deal Days sale, with two power station bundles benefitting from up to $1,800 off discounts for the rest of the day. The biggest of savings is coming from the brand’s official Amazon storefront on its DELTA Pro Portable Power Station that comes with a 400W solar panel for $2,399 shipped, after clipping the on-page $1,600 coupon. Normally this package would cost you $4,199, but you’re looking at a combined 43% markdown while the flash sale continues which ultimately saves you $1,800 and gives you the best rate we have tracked to date – beating out July’s previous low by $200.

One of EcoFlow’s larger backup power units on the market, the DELTA Pro station brings you a 3,600Wh capacity that can be further expanded up to 10kWh when paired with multiple dedicated smart extra batteries, or even more to its 25kWh max with additional extra batteries and power stations all linked together. It provides up to 3,600W of steady power output that can grow to 7,200W while surging, with plenty of output ports to ensure devices and appliances remain running – five AC ports, four USB-A ports, two USB-C ports, two DC ports, and a car port. Recharging is fairly quick too, as the station can regain its entire capacity in 1.8 hours connected to a wall outlet, or you can use up to 1,600W of solar input to get a full battery in 2.8 hours.

The second bundle in the sale is on the RIVER 2 Pro Portable Power Station that comes with a 160W solar panel for a return $599 low, down from $1,048. This smaller model sports a 768Wh capacity and a power output of 1,600W thanks to its X-boost tech that allows it to “run 80% of home appliances.” Last minute trips won’t be such a worry with this unit as a wall outlet can fully recharge its battery in just 70 minutes, with additional charging options through solar (220W max), USB-C, or the car port. There’s also the four AC ports, three USB-A ports, and only one of the USB-C ports to connect your devices and appliances to.

Don’t miss out on all the great discounts that EcoFlow’s Prime Deal Days sale is offering until October 7, which you can look through in full here on this landing page.

Hiboy

Hiboy’s EX6 step-thru fat-tire e-bike carries you for up to 70 miles at return $800 low

Best Buy is offering the Hiboy EX6 Step-Thru Fat-Tire e-bike for $799.99 shipped. Normally priced at $1,580 most days, this is the first discount we’ve seen on this model come from Best Buy, after the retailer recently added a whole new array of EV brands to its marketplace in the last few weeks. We’ve only seen this same price show up twice in 2024, first in March over at Amazon, with Hiboy directly lowering costs back in mid-July. Today, you can add this affordable commuter to your garage at a 49% markdown that gives you $780 in savings and lands it at the return all-time lowest price we have tracked – even beating out Hiboy’s current sale that has it discounted to $900.

Whether you’re new to the world of e-bikes or an experienced rider, Hiboy’s EX6 Step-Thru e-bike arrives stocked and ready to support you from where you are to where you need to be – all at a significantly affordable rate too. It’s been given a 500W brushless geared motor and a removable 48V waterproof battery that hits top speeds of 25 MPH while travelling for up to 75 miles (depending on your selected riding mode).

There are three here to balance out needs, with a pedal assist mode for the best mileage benefits, a pure electric mode that does all the work for you, but does cut its travel distance to 41 miles, and a bicycle mode for when you want to get some cardio in. It’s been designed to be ergonomically comfortable for you throughout your entire journey, with additional features that include dual disc brakes, a bright headlight, a 7-speed Shimano derailleur, 20-inch all-terrain fat tires with fenders over each, a hydraulic suspension fork, a rear cargo rack, and an LCD display.

goal zero

Goal Zero’s 78L Alta 80 dual-zone portable electric fridge/freezer drops to new $700 low

Coming to us through its official Amazon storefront, Goal Zero is offering its Alta 80 Portable Fridge and Freezer for $699.97 shipped, after clipping the on-page 30% off coupon. It has spent most of 2024 sitting at its full $1,000 price tag, with only a few amount of discounts taking costs down lower, primarily to $800, while we did spot one fall to $750 during Memorial Day sales. We haven’t seen the price budge for the last three months, but today that trend is being upset by this $300 markdown that takes it further than ever before to carve out a new all-time low price.

While many might consider summer the camping season, there are plenty of folks prepping and gearing up to enjoy nature during the autumn season, and this portable fridge and freezer is a great addition for folks who are taking along a Goal Zero power station for any situation – even for worksite jobs too. Unlike its smaller Alta 50 counterpart, which can switch between refrigerating and freezing your perishables, this larger model sports dual zones to keep both functions running simultaneously. Its massive 78L capacity outsizes most competitor models on the market and holds up to 130 12-ounce cans at once, making it an ideal addition to larger family travel plans. It doesn’t have its own battery, but it does have a cable to connect your Yeti power station for power, and depending on which model you’re connecting, you’ll be able to get up to 12+ days of runtime.

Fall e-bike deals!

Best new Green Deals landing this week

The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.

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ECOVACS Goat RTK robot mowers start from $850 low, Rad Power RadWagon 4 cargo e-bike $1,499, EcoFlow solar bundle flash sale, more

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July 30, 2025

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ECOVACS Goat RTK robot mowers start from 0 low, Rad Power RadWagon 4 cargo e-bike ,499, EcoFlow solar bundle flash sale, more

This week’s hump day Green Deals start off with the ECOVACS Goat O1000 RTK Robot Lawn Mower returning to its $850 low for the third time ever, while its upgraded A2500 model is down at its second-lowest price too. From there, we have a spotlight on Rad Power’s popular RadWagon 4 Cargo e-bike at $1,499 while the brand’s Back to School Sale continues through to next week, as well as EcoFlow’s final 24-hour July Monthly Madness flash sale that is taking up to 55% off DELTA 2 Max and DELTA 3 Pro solar generator bundles starting from $1,349, while also offering an increased EcoCredits purchase option. We also have a returning low on the 80V Pro-grade Greenworks 18-inch chainsaw, a one-day-only discount on Anker’s SOLIX C300X DC power station with a book-sized 60W folding panel, and more waiting for you below. Plus, all the hangover savings at the bottom of the page, like yesterday’s Navee ST3 Pro electric scooter savings, Aiper’s HydroComm pool monitor hitting its lowest price for the second time, and more.

Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.

Save up to 35% on ECOVACS’ Goat RTK robot lawn mowers with fisheye cameras starting from an $850 low

Amazon is offering the ECOVACS Goat O1000 RTK Robot Lawn Mower for $849.99 shipped, which beats out the brand’s direct website pricing by $50. This newer lawn care solution has only been on the market for five months and normally goes for $1,000 at full price, with discounts having mostly taken the price down to $900, aside from the two recent falls to the $850 low in May and June, while getting skipped over during Prime Day sales. This is the third time that we’ve seen this all-time low price appear with $150 cut from the tag price, and you’ll also find its upgraded counterpart benefitting from a discount below.

The ECOVACS Goat O1000 robot mower is the base model of the series designed to handle up to 1/4 of an acre of land on each full charge, with it able to stop, charge, and return to its duties for larger yards. Forget having to deal with laying boundary wires here, as it’s been given RTK navigation that provides more accurate location tracking on top of efficient route planning, with bolstered support from the LiDAR (3D-ToF) and fisheye camera that can take over steering when it enters heavily shaded or tree-lined areas that the satellites can’t see into. There’s also AIVI 3D obstacle avoidance tech, with the added bonus that it can also identify small animals alongside everyday inanimate objects around your yard – whether in the sun or in the dark.

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ECOVACS’ Goat robot mowers can fit into tighter spaces between fences and the like that a normal mower may struggle or fail to tackle well, thanks to the compact and narrow design of its body, with it even given an IPX6 waterproof construction should it need to tough out sudden weather changes as it works. There’s plenty of remote smart controls available via its companion app, giving you the means to adjust settings, monitor its real-time performance, and edit the 3D maps it creates.

There’s also the more advanced ECOVACS Goat A2500 RTK Robot Lawn Mower down at its second-lowest price of $1,299.99 shipped right now, down from its $2,000 price tag. This model comes with a 32V motor and dual-blade discs, with a 5Ah battery that allows it to cover up to 5,382 square feet of mowing on a single charge, which it can be ready to pick back up on after only 45 minutes of charging at its station. It brings much of the same smart capabilities for its navigation and obstacle avoidance as the above model, with the added bonus of responding to voice commands via Alexa or Google Assistant too.

woman riding Rad Power RadWagon 4 cargo e-bike with two children

As part of its ongoing Back to School Sale running through August 6, Rad Power Bikes is offering its RadWagon 4 Cargo e-bike at $1,499 shipped, alongside the ongoing low RadExpand 5 pricing and the new RadRunner e-bike bundles. This popular model fetches $1,799 at full price, which we’ve only seen dropped down to $1,599 over the last year, with more frequent returns to $1,499 in 2025 or otherwise given some bundled accessory packages. This is the lowest price we have tracked in the last two years, beaten out by the $1,399 post-launch low from 2023 and the all-time $1,299 preorder low from its launch years before.

If you want to learn more about this model, be sure to check out our original coverage of this e-bike here, while you can also browse the entire Rad Power Back to School Sale lineup here.

man aiming solar panel towards sun on leafy ground while plugged into EcoFlow DELTA 2 max portable power station

EcoFlow’s final July Monthly Madness flash sale takes up to 55% off DELTA 2 Max and DELTA Pro 3 bundles starting from $1,349

As part of the final days of its July Monthly Madness Sale running through July 31, EcoFlow has launched the last of this sale’s scheduled 24-hour flash sales through tomorrow at 9 a.m. PDT / 12 p.m. EST with up to 55% discounts on two solar generator bundles and an increased EcoCredits one-time purchase promotion. The most budget-friendly of the two bundles gives you the DELTA 2 Max Portable Power Station with a 400W solar panel at $1,349 shipped, and that price matches at Amazon too. This bundle would normally cost you $2,298 at full price, with discounts having mostly kept costs between $1,399 and $1,599 over the year, though we have seen it go as low as $1,279 during Prime Day. You’re looking at a 55% markdown here for the next 24 hours that saves you $949 at the third-lowest price we have tracked. Head below to learn more about this unit and the other offers during this sale.

If you want to learn more about this power station or the other offers during this 24-hour flash sale, be sure to check out our original coverage of these deals here.

man cutting log with Greenworks 80V 18-inch cordless chainsaw

Cover storm cleanup, firewood, more with Greenworks’ Pro 80V 18-inch cordless chainsaw at $199 low

Amazon is offering the Greenworks Pro 80V 18-inch Brushless Cordless Chainsaw with 2.0Ah battery at $199 shipped, while it’s priced at $229 directly from the brand’s website. It carries a $350 MSRP direct from Greenworks, but we have been seeing it more often at $299 at Amazon, with discounts mostly keeping things at $229 on average, with two previous falls to the $199 low, most recently during Prime Day three weeks ago. You’re looking at the best price we have tracked on this pro-grade model, giving you significant power for sawing needs with $100 cut from the tag (and $151 off the MSRP).

If you want to learn more about this pro-tier tool, be sure to check out our original coverage of this deal here.

man and woman camping during the day and night with Anker's SOLIX C300X portable power station solar bundle

Carry Anker’s SOLIX C300X DC power station with a book-sized 60W folding solar panel at $237 (Today only)

As part of its Deals of the Day, Best Buy is now offering the Anker SOLIX C300X DC Portable Power Station bundled with a 60W foldable solar panel for $236.99 shipped. While this model starts for $330 at full price here, it carries a lower $300 tag directly from the brand’s website, where it’s currently sitting untouched by discounts, while Amazon’s matching grey colorway is priced $23 higher. For most of 2025, while there have been price cuts, they generally hit $250, though it did drop a tad lower to $230 during Prime Day, as well as $220 in February, with everything beaten out by the $190 Black Friday low. For the rest of the day, you can pick up this solar generator bundle with $63 off the going rate ($93 off the Best Buy tag) at the third-lowest price of the year and fourth-best overall.

If you want to learn more about this compact solar generator bundle, be sure to check out our coverage of this one-day-only deal here.

Best Summer EV deals!

Best new Green Deals landing this week

The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.

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Ford says it will build ‘breakthrough’ EVs in the US

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July 30, 2025

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Ford says it will build 'breakthrough' EVs in the US

Ford-Q2-2025-earnings

Ford (F) reported Q2 2025 earnings on Wednesday, beating top and bottom line expectations. Despite the revenue growth, Ford is warning profits will take a hit thanks to Trump’s tariffs. We will also learn about Ford’s plans to build “breakthrough” EVs in the US very soon.

Ford Q2 2025 earnings preview

After suspending full-year guidance in May, Ford warned that it expected to take a $2.5 billion hit from Trump’s auto tariffs.

Given that Ford builds more vehicles in the US than any major automaker, outside of Tesla, it’s expected to see less of an impact from the 25% tariff on imports.

Ford imports just about 21% of the vehicles it sells in the US. In comparison, crosstown rival GM imports around 46%. GM announced last week that the tariffs cost it an extra $1.1 billion in the second quarter. For the full year, GM still expects a $4 billion to $5 billion impact.

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Unlike GM, Ford breaks down earnings into three units, including Model e, its electric vehicle business. Ford’s Model e posted a nearly $1 billion loss in the first quarter, but new EVs rolling out in Europe boosted revenue.

Although Ford’s vehicle sales rose 14% to over 612,000 in Q2, EV sales dropped 31% to just 16,438. Ford spokesperson Martin Gunsberg told Electrek that both the Mustang Mach-E and F-150 Lightning were impacted by the changeover to the 2025 model year and the Mach-E recall.

Ford-Q2-2025-earnings
Ford Mustang Mach-E (left) and F-150 Lightning (right) (Source: Ford)

According to Estimize, Wall Street expects Ford to post second-quarter EPS of $0.33 on revenue of $43.75 billion.

Improving costs and more EV news to come

Ford beat earnings estimates posting second quarter revenue a record $50.02 billion in revenue, up 5% YOY and an adjusted EPS of $0.37.

  • Ford Q2 2025 Revenue: $50.02 billion vs $43.75 billion expected
  • Ford Q2 2025 adjusted EPS: $0.37 vs $0.33 expected

Despite the higher revenue, Ford posted a $36 million net loss, which was due to a “field service action and expenses related to a previously announced cancellation of an electric vehicle program.” It also incurred an $800 million loss due to tariffs in the quarter.

Ford Pro continues to drive both top and bottom-line growth with high-margin revenue streams from software and services.

Its Model e EV business, on the other hand, lost another $1.3 billion in the second quarter. Through the first half of the year, Model e has now lost $2.2 billion.

Ford-Q2-2025-Earnings
Ford Model e Q2 2025 earnings (Source: Ford)

Ford attributed the higher losses to tariff-related costs and investments in launching its new EV battery plant in Michigan.

After launching new EVs in Europe, like the Capri and electric Explorer, Model e’s revenue doubled to $2.4 billion. Mustang Mach-E and F-150 Lightning material costs also improved in the quarter.

Ford-EVs-Europe
Ford’s electric vehicles in Europe from left to right: Puma Gen-E, Explorer, Capri, and Mustang Mach-E (Source: Ford)

Ford now expects full-year adjusted EBIT of $6.5 billion to $7.5 billion, including a $2 billion hit from tariffs. That’s down from the $7 billion to $8.5 billion it previously forecasted.

The company will partially offset a $3 billion gross adjusted EBIT impact, partially offset by $1 billion in recovery actions.

CEO Jim Farley announced an event on August 11 in Kentucky, where Ford will share more details about its “plans to design and build breakthrough electric vehicles in America.”

Check back for more info from Ford’s Q2 2025 earnings call. We will keep you updated with the latest.

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Tesla is about to lose the $7,500 EV tax credit – again – and this time the cliff is a lot steeper

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3 hours ago

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July 30, 2025

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Tesla is about to lose the ,500 EV tax credit – again – and this time the cliff is a lot steeper

Tesla family hero

Tesla is about to tumble off a familiar policy cliff. The $7,500 federal tax credit that juiced demand for electric vehicles in the US, Tesla’s last large, healthy market, after September 30, 2025. Tesla has been here before, but the ground underneath the company looks very different today.

Let’s dig into what happened last time, what’s changing now, and why Elon Musk is already warning shareholders of “tough quarters ahead.”

We have been here before. Tesla lost access to parts of the federal tax credit for electric vehicles in 2019 and lost it fully by 2020.

Flashback: the 2019 credit phase‑out was painful—but survivable

  • Trigger: Tesla crossed 200,000 cumulative US deliveries in July 2018, starting a timer that halved the credit to $3,750 on Jan 1, 2019, and again to $1,875 on Jul 1, 2019, before it went to zero on Jan 1, 2020.
  • Tesla’s playbook: On Jan 2, 2019 the company shaved $2,000 off the sticker of every Model S, X, and 3 to “partially absorb” the lost incentive.
  • Demand whiplash: The price cut wasn’t enough to avoid a huge pull‑forward. Deliveries spiked in Q4 2018, then fell 31 % QoQ in Q1 2019.
  • Fast recovery: Thanks to Model Y’s arrival and virtually zero credible EV competitors, Tesla ended 2019 with 367,500 global deliveries (‑US dip only 1 %) and roared back to 499,550 in 2020.

Last time, the phase-out was gradual, enabling Tesla to fill the hole with price cuts.

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Most importantly, the phase-out period coincided with the launch of Model Y, which never had full access to the federal tax credit, allowing Tesla to grow in the US without it.

The 2025 sunset hits everyone, but it hurts Tesla most

The situation in 2025 is vastly different. Firstly, the EV market has undergone significant changes in the US. Tesla is still the biggest brand, but it’s nowhere near where it was 5 years ago:

2020 cliff 2025 cliff
Who lost the credit? Only Tesla and GM Every OEM, but Tesla sells the most EVs
Competitive field < 15 mainstream EVs on sale > 60 credit‑eligible models in showrooms
Tesla US share ~75 % of EVs 46 % in Q1 2025 and sliding
Gross margin cushion ~22 % automotive ~17 % in Q1 2025 after a year of price cuts

Furthermore, the impact of the tax credit was greater in the latest version. The Biden administration reinstated Tesla’s access to the $7,500 tax credit for electric vehicles in 2022 through the Inflation Reduction Act (IRA).

However, it became even more attractive in 2024 when the government made it a “point-of-sale” incentive, which was applied directly to the vehicle’s price rather than as a rebate on taxes.

Going from that to nothing is expected to have a greater impact on demand for electric vehicles in the US.

What can Tesla do this time?

As last time, Tesla is expected to cut prices to compensate for the tax credit’s expiration.

However, Tesla has slimmer gross margins than it did previously, and it is not expected to be able to cut prices enough to compensate for the $7,500 price difference.

In addition to cutting prices, Tesla is expected to launch a stripped-down version of the Model Y with fewer features, which should significantly reduce the base price of its most popular model.

It should help with demand and avoid a greater reduction in Tesla’s production line capacity in Fremont and Austin, but with less value than the current versions of the Model Y, it is expected to cannibalize the more expensive versions of the best-selling vehicle mostly.

Key Take‑away 2018‑20 Phase‑out September 30 2025 Sunset (forward‑looking)
Trigger Tesla hit 200 000 cumulative U.S. EV deliveries in July 2018; credit stepped to $0 on 1 Jan 2020. Statutory clean‑vehicle credit (up to $7 500 new / $4 000 used) ends for all manufacturers on 30 Sep 2025 under the IRA sunset clause.
Immediate demand reaction Pull‑forward surges before each step‑down (Q4 2018, Q2 2019) followed by soft Q1 2019 deliveries (‑31 % QoQ). Dealers already advertising “buy before it’s gone,” and analysts expect a Q3 2025 bump.
Volume impact in the first full no‑credit year Tesla U.S. sales dipped only 1 % in 2019 and re‑accelerated +50 % in 2020 despite $0 credit, helped by Model Y launch and limited competition. Competitive landscape is radically different—Tesla’s U.S. EV share has slipped from 62 % in 2022 to 46 % in Q1 2025. Demand is more price‑sensitive.
Profit levers used $2 000–$3 000 price cuts, feature unbundling, and manufacturing scale offset lost credit. To replicate prior success Tesla would need deeper price moves or zero‑interest financing, pressuring gross margin already down ~650 bps YoY by Q1 2025.
Strategic cushion First‑mover advantage; few high‑volume rivals. 60+ eligible models from 17 brands compete in sub‑$60 k bracket; used‑EV market growing; interest‑rate environment still elevated.

Electrek’s Take

Shareholders should brace for the worst here. I know many of them have been holding on to the fact that Tesla did quite well after the removal of the tax credit last time, but as explained above, this time is entirely different.

The US has been Tesla’s only somewhat healthy market amongst the large automotive markets (US, Europe, and China). That’s because it is an uncompetitive market when it comes to electric vehicles.

Foreign EVs are not eligible for the tax credit, and Chinese EVs are subject to a 100% tariff.

The result is that Tesla was able to maintain a 45% (but declining) market share in the US EV market, compared to just 9% in Europe and 4% in China.

Now, demand for electric vehicles in the US is expected to crash.

Tesla CEO Elon Musk knows that he has warned that the automaker might face some “tough quarters” in “Q4 2025, and Q1 and Q2 2026.” After that, he expects Tesla to do well thanks to autonomous driving, but he has been consistently wrong about that for years.

I think the crash in demand will be accentuated in Q4 due to demand being pulled forward in Q3, which is likely to be Tesla’s last good quarter for a long time.

We are about to see Tesla’s sales decline, most likely sharply, in the US, while they have already crashed in Europe and are experiencing a decline in China due to intense competition.

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