Welcome to EV News Daily. On Wednesday 2nd July, Tesla released their Q2 production and delivery numbers. I promised at the time I’d put together a deep dive, so here we go.

I'm your host, Martyn Lee, and let’s dissect one of the most revealing quarters in Tesla's history. Not because it's their worst—though it's certainly not good—but because it exposes four critical fractures in what was once considered an unstoppable electric vehicle empire.