Tesla's quarterly delivery figures are expected to take a hit as multiple pressures converge on the EV maker. The removal or reduction of tax credit incentives in key markets is eroding buyer affordability, while intensifying competition from both established automakers and emerging EV manufacturers continues to fragment market share. This slowdown in EV demand reflects broader market dynamics—when subsidies taper and competition peaks, even dominant players see demand correction. Worth monitoring as a signal for how policy changes and competitive saturation reshape consumer purchasing power across sectors.