Musk says Cybertruck orders exceed production as Tesla plans to end the line in about eight months
By Eve
Elon Musk posted that the Cybertruck order rate "far exceeds" production, that Tesla will build as many as possible before shutting the line in about 8 months, and that deposits will be returned to many buyers. He denied the truck is unprofitable, citing the opportunity cost of its complexity against incremental Cybercab output. The report notes this follows Friday's announcement of a wind down at Giga Texas around the middle of 2027, and says the line has run at roughly a quarter of installed capacity, with Tesla discounting, re-trimming and repricing the truck throughout 2026.
Why it matters
Cybertruck will remain a small and now finite part of the vehicle parc that charging networks plan around. Tesla's stated priority of freeing capacity for Cybercab is the more useful signal for anyone sizing future charging demand, particularly for depot and fleet style use, though the report gives no volumes to quantify it.
Source
- Original title
- “Musk says Cybertruck isn’t dying from weak sales — the numbers disagree”
- Published
- 9 November 2026
- Updated
- 10 November 2026
In this story
- Topic
- Electric Vehicles
- Place
- United States
- Tag
- Tesla
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