Tesla sold 381,088 cars to Chinese buyers through the first nine months of 2026, down 11.9% from last year, according to CPCA data. Over the same period, Giga Shanghai’s exports more than doubled to 361,972 vehicles.

Nearly half of what Tesla builds in China now leaves China. And Beijing just announced it will cut the tax rebate on EV exports next year.

Tesla has turned on Powershare Home Backup for the Model 3 and Model Y, which means its two volume cars can now send power back into a house during an outage. Until today, the Cybertruck was the only Tesla that could do it.

There are limits. You need a Powerwall 3, and Tesla only guarantees the feature on cars ordered since October 1. For years, Ford and GM have been selling EVs that can back up a home.

Tesla has registered just 993 vehicles in India since it started deliveries there in September 2025, according to registration data compiled by Indian EV publication ElecTree.

But 294 of those came in September 2026 alone. That’s a record month for Tesla in India, and it comes right after the automaker cut prices and launched the six-seat Model Y L.

Tesla (TSLA) delivered 486,532 vehicles in the third quarter of 2026, down 2.1% from the record 497,099 it delivered in the same quarter last year.

That’s still about 25,000 more than Wall Street expected, with the consensus at 461,974 deliveries. Tesla also delivered about 22,000 more vehicles than it built.

Update: A day after this article was published, Tesla brought the 16-inch screen to every Model 3 in the US. Here’s what changed, and what the US Model 3 still doesn’t get.

Tesla China is upgrading every Model 3 it sells with a larger 16-inch touchscreen and a new light gray interior option, and it’s turning on up to 2.2 kW of AC power export across its entire Model 3 and Model Y lineup in the country.

The US Model 3 gets none of it. Tesla’s American Model 3 still has a 15.4-inch display, and it’s shut out of the vehicle-to-load feature Tesla launched stateside in August.