Twenty-four hours before Tesla reports its third quarter production and delivery figures, William Blair has updated its forecast, estimating the EV maker to have delivered 480,000 units between July and September. The estimates were raised from 443,000, and stand now above Wall Street’s consensus of 443,000 deliveries. “As expected, the end of the EV tax credit has caused a pull-forward in demand, but it has been stronger than we originally estimated,” Dorsheimer noted. In China, Tesla introduced a three-row version of the Model Y, adding competition to the six-seat segment. Meanwhile, it also launched a Performance version of the Model Y in both Europe and the US, with the US release happening just hours before the EV tax credit expired on Tuesday.