Evidence40%Reported
OpinionFinancial·April 2, 2026
Morningstar Analyst: Tax Credit Expiration and Lack of EU FSD Approval Will Continue Weighing on Deliveries
Morningstar analyst Seth Goldstein argues that the U.S. tax credit expiration and delayed FSD approval in the EU will likely continue to weigh on Tesla deliveries until EU approval comes and Q4 in the U.S.
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
April 2, 2026
Last updated
April 2, 2026
Sources
1 source
Related Developments
Tesla Robotaxi Service in Austin Uses Remote Human Drivers as BackupTesla Admits Robotaxi Remote Operators Can Directly Drive Vehicles at Up to 10 MPHTesla Stock Rises Ahead of Delivery ReportTesla Dominates Norway's March EV Registrations with 34.8% Market ShareElon Musk Confirms FSD v14.3 Is In Testing With Wide Release Expected in Weeks
Sources (1)
Source Timeline
Tesla deliveries mark weakest quarter in a year, inventory swellsThe Globe and Mail·Apr 2
Evidence Strength
Evidence40%Reported
Based on original reporting
Single publisher source
Insights
First tracked
April 2, 2026
Last updated
April 2, 2026
Sources
1 source
Related Developments
Tesla Robotaxi Service in Austin Uses Remote Human Drivers as BackupTesla Admits Robotaxi Remote Operators Can Directly Drive Vehicles at Up to 10 MPHTesla Stock Rises Ahead of Delivery ReportTesla Dominates Norway's March EV Registrations with 34.8% Market ShareElon Musk Confirms FSD v14.3 Is In Testing With Wide Release Expected in Weeks