Tesla’s delivery miss means bigger brand issues in the US, Cybertruck is dead weight
Tesla’s big delivery miss means the automaker has bigger brand issues than expected in the US, and the Cybertruck is absolutely unsellable.
It’s worse than anyone expected.
Tesla delivered about 50,000 fewer vehicles in Q1 2025 compared to Q1 2024.
The results were also much lower than expectations for the quarter. Analysts expected roughly stable deliveries in China and the US, while they saw Tesla being down about 30,000 units in Europe.
With regular registration data available in Europe and China, we have pretty good visibility in those markets. Analysts were right, with Tesla slightly up for the quarter in China and down about 30,000 units in Europe, with some countries having yet to report.
This means that the disappointing results are coming from the US.
Tesla likely delivered 20,000 feet units in the US this quarter than it did last year. The automaker is blaming that on the Model Y changeover, which is certainly partly true, but there’s more going on.
In Q1 2024, Tesla went through the Model 3 changeover, and Tesla was able to deliver its new Model Y on the same day as a new order at the end of March in the US. This would point to broader demand issues for Tesla in the US.
However, the automaker is still selling only the Long Range AWD Launch Edition version of the new Model Y in the US. The more significant demand test will be this quarter and Q3 when Tesla starts selling the cheaper versions and exhausts its backlog of demand from the last few months.
Tesla Cybertruck is dead weight
Tesla is super opaque about its vehicle deliveries. The automaker refuses to break down deliveries per model, making it harder to track the health of each model.
It bundles Model 3 and Model Y together, and all other models in a single category:
| Production | Deliveries | Subject to operating lease accounting | |
| Model 3/Y | 345,454 | 323,800 | 4% |
| Other Models | 17,161 | 12,881 | 7% |
| Total | 362,615 | 336,681 | 4% |
The “other models” category includes Model S, Model X, Cybertruck, and Tesla Semi deliveries.
These results with just 12,881 “other model” deliveries are particularly disappointing for Tesla.
For comparison, it is down 24% compared to Q1 2024 when Tesla was still ramping up Cybertruck production. It’s also down 44% compared to Q4 2024 when the category almost entirely consisted of Model S and Model X deliveries.
This would point to Tesla delivering between 5,000-8,000 Cybertrucks in Q1 2025 – depending on Model S/X delivery performance, which are also expected to be down. It would mark a third quarter in a row of sales decline for the electric pickup truck, just a little over a year into production.
Furthermore, the lower Cybertruck deliveries come as Tesla introduced new incentives to sell the truck in 2025 and even gained access to the $7,500 federal tax credit for electric vehicles.
Tesla is now having issues selling Cybertrucks at a rate of 40,000 per year, when Tesla prepared production for 250,000 units per year, and CEO Elon Musk said he could see Tesla reaching 500,000 units per year.
We reported yesterday that Tesla is sitting on over $200 million of Cybertruck inventory in the US.
Electrek’s Take
These are disastrous results, but the market still doesn’t understand them. You can’t blame everything on the Model Y changeover. Yes, it has an impact, but people forget that around the same time last year, Tesla was also going through the Model 3 changeover, and now a year later, Model 3 is ramped up and sales are down.
This should sound the alert.
Cybertruck is a complete dud in terms of volume, even with incentives.
Now, Tesla’s only hope is in the non-Launch Edition versions of the Model Y, which I expect Tesla to launch in the next few days.
They will help, there’s no doubt, but I think people need to consider more seriously the impact of Tesla’s brand problems due to Elon Musk.
In China, Tesla already has those models available, and it has already had to introduce 0% financing to sell them. That’s the equivalent of a $2,000 discount.
It’s going to be interesting to see how long after Tesla introduces those models in the US, it will also have to introduce 0% financing. It will give us a good idea of how popular is the Model Y refresh in Tesla’s home market.
The automaker needs it to be popular because Europe is a dying market for Tesla, and it is being squeezed out of China by competition.
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Believe it or not, you can lease an EV for under $200 a month. New deals on models like the 2025 Hyundai IONIQ 5 and Kia EV6 are hard to pass up this month.
Electric vehicles have been all over the news lately, with the Trump administration threatening to end federal incentives and introducing new tariffs that are expected to lead to higher prices.
On the positive side, new EV models are arriving, giving buyers more options and driving prices down. Many automakers reported record US electric car sales in the first three months of 2024.
GM remained the number two seller of EVs behind Tesla after sales doubled in Q1 2025. With the new Equinox, Blazer, and Silverado EVs rolling out, Chevy is now the fastest-growing EV brand in the US. Ford’s Mustang Mach-E is off to its best sales start since launching, with over 11,600 models sold in the first quarter.
With the 2025 models rolling out and about 15 new EVs arriving this year, many automakers are introducing steep discounts to move vehicles off the lot.
EVs for lease for under $200 a month in April
Although the decade-old Nissan LEAF remains one of the most affordable this April at just $149 per month, there are a few EVs under $200 right now that are worth taking a look at.
The new 2025 Hyundai IONIQ might be the best EV deal this month, with leases as low as $199. Hyundai is currently promoting a 24-month lease deal with $3,999 due at signing.
Hyundai upgraded the electric SUV with a bigger battery for more range (now up to 318 miles), a sleek new look inside and out, and it now comes with an NACS port so you can charge it at Tesla Superchargers.
The offer is for the IONIQ 5 SE RWD Standard Range, which has a driving range of up to 245 miles. For just $229 a month, you can snag the SE RWD model, which has a range of up to 318 miles and a more powerful (225 horsepower) electric motor. It’s also a 24-month lease with $3,999 due at signing.
To sweeten the deal, Hyundai is offering a free ChargePoint Home Flex Level 2 EV charger with the purchase or lease of any 2024 or 2025 IONIQ 5. If you already have one, you can opt for a $400 public charging credit.
After slashing lease prices this month, the 2025 Nissan Ariya is actually cheaper than the LEAF in some regions. In Southern California, the 2025 Nissan Ariya Evolve AWD is listed at just $129 per month. The AWD model has a range of up to 272 miles.
The deal is for 36 months, with $4,409 due at signing. In April, Nissan cut Ariya lease prices to around $239 in most other parts of the country.
Kia has a few EVs available to lease for under $200 a month in April. The 2025 Kia Niro EV Wind is listed at just $129 for 24 months, with $3,999 due at signing. Kia’s crossover SUV has EPA-estimated range of 253 miles.
The 2024 EV6 may be worth considering at just $179 for 24 months ($3,999 due at signing). In California, the EV6 Light Long Range RWD is only slightly more than the Niro Wind.
In most other parts of the country, you can still find the EV6 for under $200 a month. The Light Long Range RWD trim offers up to 310 miles of EPA-estimated range.
| Lease Price | Term (months) |
Amount Due at Signing | Driving Range | |
| 2025 Hyundai IONIQ 5 SE RWD Standard Range | $199 | 24 | $3,999 | 245 miles |
| 2024 Kia EV6 Light Long Rang RWD | $179 | 24 | $3,999 | 310 miles |
| 2024 Kia Niro EV Wind | $129 | 24 | $3,999 | 253 miles |
| 2025 Nissan Ariya Evolve AWD | $129 | 36 | $4,409 | 272 miles |
| 2025 Nissan LEAF S FWD | $149 | 36 | $2,629 | 149 miles |
| 2024 Fiat 500 INSPI(RED) | $199 | 24 | $2,999 | 149 miles |
And don’t forget the 2024 Fiat 500e, which is now listed at just $199 for 24 months with $2,999 due at signing. The electric hatchback offers a range of up to 149 miles.
If you are looking to spend a little more, check out our list of EVs you can lease for under $300 a month.
Ready to snag the savings while they are still here? At under $200 a month, some of these EV lease deals are hard to pass up right now. Check out our links below to find deals in your area.
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![The US’s first solar panels over canals pilot is now online [video]](https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2025/04/Project-Nexus-solar-canal.jpg?resize=1200,628&quality=82&strip=all&ssl=1)
Project Nexus, the first solar panel canopies over irrigation canals in the US, is now online in California, and there are plans to expand the project to other areas.
Project Nexus is a $20 million pilot in central California’s Turlock Irrigation District launched in October 2022. The project team is exploring solar over canal design, deployment, and co-benefits using canal infrastructure and the electrical grid.
India already has solar panels over canals, but Project Nexus is the first of its kind in the US.
The Turlock Irrigation District was the first irrigation district formed in California in 1887. It provides irrigation water to 4,700 growers who farm around 150,000 acres in the San Joaquin Valley.
Project Nexus will explore whether the solar panels reduce water evaporation as a result of midday shade and wind mitigation, create improvements to water quality through reduced vegetative growth, reduce canal maintenance as a result of reduced vegetative growth, and, of course, generate renewable electricity.
The California Department of Water Resources, utility company Turlock Irrigation District, Marin County, California-based water and energy project developer Solar AquaGrid, and The University of California, Merced, are partnering on the pilot. Project Nexus originated from a 2021 research project led by UC Merced alumna and project scientist Brandi McKuin.
Solar panels were installed at two sites over both wide- and narrow-span sections of Turlock Irrigation District canals in Stanislaus County, in various orientations. The sections range from 20 feet wide to 100 feet wide. University of California, Merced has positioned research equipment at both sites to collect baseline data so the researchers can decide where solar will work and where it won’t.
In February 2023, Project Nexus announced it would also deploy long-term iron flow battery storage in the form of two ESS 75kW turnkey “Energy Warehouse” batteries.
You can learn more about Project Nexus here:
Read more: In a US first, California will pilot solar-panel canopies over canals
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