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Ev Demand

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Tesla says EV orders surged as gas prices spiked, but capex and FSD hurdles loom

Tesla credits soaring gas prices for a Q1 demand surge but faces a $25B capex bill and admits Hardware 3 cannot support unsupervised FSD.
April 23, 2026
Tesla EV demand capital expenditure full self-driving Terafab Strait of Hormuz