Overview

• On July 30, Tesla deactivated online configurators for the Model S and Model X across European markets, redirecting customers to existing inventory listings
• Right-hand-drive versions were discontinued in 2023 and Chinese orders ended earlier in 2025, making Europe the latest major region to lose new-order availability
• Production of both flagship models remains confined to Tesla’s Fremont, California, factory where a minor June refresh struggled to meet volume targets
• Deliveries of Tesla’s “Other Models” category — which includes the Model S and Model X — reached just 23,275 units in the first half of 2025 versus nearly 700,000 for the Model 3 and Model Y
• Newly imposed 15 percent U.S. tariffs on Japan-produced battery cells are adding cost uncertainties that are shaping Tesla’s cautious ordering and pricing approach