Tesla is contending with fresh signs of demand pressure on its best-selling crossover after its new six-seat Model Y L sold out for September in China. The company’s online configurator now shows the earliest delivery slots moving to October 2025, barely a month after the long-wheelbase variant was introduced. In the United States, third-party inventory trackers indicate Model Y supplies have dwindled in multiple regions, including zero available vehicles within 200 miles of Austin, Texas. Dealers and analysts attribute the rush to the $7,500 federal clean-vehicle tax credit, which is scheduled to lapse on 30 September. Tesla is simultaneously expanding output: its Grünheide plant near Berlin this week assembled its 100,000th Model Y, and provincial authorities in Quebec cleared the 2026 Berlin-built Model Y Long Range for a C$4,000 purchase incentive. Prediction market Kalshi now forecasts the company will deliver roughly 488,000 vehicles in the third quarter, up from 444,000 a year earlier.