{
  "sources": {
    "market": "IEA, Global EV Outlook 2026 (CC BY 4.0), figures stated in the report text (iea-gevo2026-report-figures.csv)",
    "tesla": "Tesla Form 8-K Exhibit 99.1 production and deliveries releases, via DataPressr tesla-quarterly-deliveries plus the Q3 2026 exhibit (tesla-deliveries.csv)"
  },
  "latest_market_year": 2025,
  "latest_tesla_quarter": "2026 Q3",
  "iea": {
    "world_sales": {
      "value": 20000000,
      "qualifier": "more than",
      "unit": "cars",
      "page": 16
    },
    "world_growth": {
      "value": 20,
      "qualifier": "",
      "unit": "percent",
      "page": 16
    },
    "world_sales_share": {
      "value": 25,
      "qualifier": "",
      "unit": "percent",
      "page": 16
    },
    "world_annual_increase": {
      "value": 3500000,
      "qualifier": "about",
      "unit": "cars",
      "page": 16
    },
    "world_bev_share": {
      "value": 65,
      "qualifier": "",
      "unit": "percent",
      "page": 17
    },
    "china_share_of_increase": {
      "value": 50,
      "qualifier": "more than",
      "unit": "percent",
      "page": 17
    },
    "china_sales": {
      "value": 13000000,
      "qualifier": "more than",
      "unit": "cars",
      "page": 18
    },
    "china_growth": {
      "value": 20,
      "qualifier": "less than",
      "unit": "percent",
      "page": 19
    },
    "europe_sales": {
      "value": 4200000,
      "qualifier": "",
      "unit": "cars",
      "page": 21
    },
    "europe_increase": {
      "value": 1000000,
      "qualifier": "",
      "unit": "cars",
      "page": 21
    },
    "europe_growth": {
      "value": 30,
      "qualifier": "more than",
      "unit": "percent",
      "page": 21
    },
    "us_sales": {
      "value": 1500000,
      "qualifier": "around",
      "unit": "cars",
      "page": 23
    },
    "us_growth": {
      "value": null,
      "qualifier": "slightly lower",
      "unit": "percent",
      "page": 23
    },
    "rest_sales": {
      "value": 2000000,
      "qualifier": "",
      "unit": "cars",
      "page": 23
    },
    "rest_sales_2024": {
      "value": 1300000,
      "qualifier": "",
      "unit": "cars",
      "page": 23
    },
    "rest_growth": {
      "value": 50,
      "qualifier": "nearly",
      "unit": "percent",
      "page": 23
    },
    "world_forecast_2026": {
      "value": 23000000,
      "qualifier": "",
      "unit": "cars",
      "page": 11
    },
    "tesla_bev_iea": {
      "value": 1600000,
      "qualifier": "",
      "unit": "cars",
      "page": 217
    },
    "world_q1_2026_sales": {
      "value": 3900000,
      "qualifier": "around",
      "unit": "cars",
      "page": 11
    },
    "world_q1_2026_growth": {
      "value": -8,
      "qualifier": "",
      "unit": "percent",
      "page": 11
    }
  },
  "tesla_annual": {
    "2020": 499550,
    "2021": 936172,
    "2022": 1313851,
    "2023": 1808581,
    "2024": 1789226,
    "2025": 1636129
  },
  "tesla_peak_year": 2023,
  "tesla_change_pct": {
    "2023_2024": -1.1,
    "2024_2025": -8.6,
    "2023_2025": -9.5
  },
  "world_bev_sales_2025_about": 13000000,
  "world_bev_sales_2025_lower_bound": 12900000,
  "tesla_share_of_world_bev_2025_upper_bound_pct": 12.7,
  "tesla_share_of_world_bev_2025_less_than_pct": 13,
  "bev_bound_note": "The 12.9 million BEV lower bound assumes the reported 65% was rounded to the nearest percentage point; the resulting 'less than 13%' comparison is conditional on that assumption.",
  "tesla_2025_minus_us_market_2025_million_approx": 0.14,
  "us_difference_note": "Approximately 0.14 million: the IEA gives US sales as 'around 1.5 million', so the difference is not precise to the unit.",
  "tesla_2026": {
    "jan_sep": {
      "2023": 1324074,
      "2024": 1293656,
      "2025": 1217902,
      "2026": 1324681
    },
    "jan_sep_2026_vs_2025_pct": 8.8,
    "jan_sep_2026_minus_2025": 106779,
    "jan_sep_2026_minus_2023": 607,
    "h1": {
      "2025": 720803,
      "2026": 838149
    },
    "h1_2026_minus_2025": 117346,
    "h1_2026_vs_2025_pct": 16.3,
    "quarters": {
      "Q1": {
        "2025": 336681,
        "2026": 358023,
        "change_pct": 6.3
      },
      "Q2": {
        "2025": 384122,
        "2026": 480126,
        "change_pct": 25
      },
      "Q3": {
        "2025": 497099,
        "2026": 486532,
        "change_pct": -2.1
      }
    }
  },
  "tesla_highest_quarter_since_2020": {
    "period": "2025 Q3",
    "deliveries": 497099
  }
}