Tesla's Q2 2026 delivery odds cluster tightly around 375k–475k outcomes (16–25% implied probabilities each), reflecting trader caution after Q1's 358k miss amid tax credit changes, offset by April's strong rebound. Giga Shanghai wholesaled a record 79k vehicles (+36% YoY), powering exports as European registrations exploded—France +112%, Sweden +111%, Denmark +102%, Germany +256%—capturing EV market share from rivals like BYD. Q1's 50k inventory buildup enables Q2 drawdown, aided by Cybertruck production ramp (sold out through year-end) and Model S/X phaseout (minimal ~3% volume hit). US demand softness caps upside, but new China financing (0.99% rates through May 31) could boost May-June. Watch registration trends for sentiment shifts before July report.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated475k+ 34.3%
375k–400k 21%
425k–450k 16%
450k–475k 14.0%
$41,747 Vol.
$41,747 Vol.
<300k
13%
300k–325k
1%
325k–350k
12%
350k–375k
10%
375k–400k
25%
400k–425k
17%
425k–450k
20%
450k–475k
19%
475k+
28%
475k+ 34.3%
375k–400k 21%
425k–450k 16%
450k–475k 14.0%
$41,747 Vol.
$41,747 Vol.
<300k
13%
300k–325k
1%
325k–350k
12%
350k–375k
10%
375k–400k
25%
400k–425k
17%
425k–450k
20%
450k–475k
19%
475k+
28%
If Tesla does not publish Q2 2026 delivery figures by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Market Opened: Apr 3, 2026, 7:38 PM ET
Resolver
0x69c47De9D...If Tesla does not publish Q2 2026 delivery figures by August 31, 2026, 11:59 PM ET, this market will resolve to the lowest bracket.
If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket.
The resolution source will be https://ir.tesla.com/press.
Resolver
0x69c47De9D...Tesla's Q2 2026 delivery odds cluster tightly around 375k–475k outcomes (16–25% implied probabilities each), reflecting trader caution after Q1's 358k miss amid tax credit changes, offset by April's strong rebound. Giga Shanghai wholesaled a record 79k vehicles (+36% YoY), powering exports as European registrations exploded—France +112%, Sweden +111%, Denmark +102%, Germany +256%—capturing EV market share from rivals like BYD. Q1's 50k inventory buildup enables Q2 drawdown, aided by Cybertruck production ramp (sold out through year-end) and Model S/X phaseout (minimal ~3% volume hit). US demand softness caps upside, but new China financing (0.99% rates through May 31) could boost May-June. Watch registration trends for sentiment shifts before July report.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated



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