Cybertruck Demand Surges Ahead of Tax Credit Deadline

A last minute spike in orders for Tesla’s Cybertruck coincides with a federal EV tax credit deadline, raising questions about genuine demand versus policy timing.

Cybertruck Demand Surges Ahead of Tax Credit Deadline

Tesla’s Cybertruck, once mocked as a commercial flop, shows signs of life as delivery estimates for the base Long Range version stretch to 3 to 5 weeks. In contrast, the two higher end models are listed as available for immediate delivery, signaling a mixed demand picture. In the second quarter of 2025, Cybertruck sales totaled 4,306 vehicles, a 50.8% drop from the year before, while the used market for the truck has fallen more than 30% in the past year. The base price begins at about $72,235, but after the $7,500 tax credit that expires on September 30, the effective price can drop to roughly $64,735, making the model more attractive to last minute buyers. Tesla has leaned into the window by promoting the tax credit and promoting self driving features on social media.

Policy timing is shaping EV demand. A looming deadline can pull forward buyers and inflate interest in a vehicle that otherwise trails on the market. For Tesla, the moment tests whether the Cybertruck can sustain interest beyond incentives. If the credit disappears, the company will have to prove value through product, production quality, and competitive pricing. The broader wait times for popular Tesla models also suggest that momentum is fragile and market sentiment can swing quickly.

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Time will reveal whether this momentum lasts or fades away.