People are waiting on the Tesla delivery numbers. The state of the automotive industry is bad right now. Sales are down across the board over the last year.

Will we start to see a reversal in 2026? Tesla is not indictive of the entire industry, of course, so it cant be used as a bell weather. Even within the EV world, since so many others have shut/reduced production, we just might be seeing swings in EV market share.

A decline over 2025 (Q1) will not be good though.