Tesla Model Y Lead Times Triple as Iran War Fuel Crisis Drives Global EV Demand Surge

Estimated delivery times for Tesla's Model Y have extended from weeks to 2-3 months across multiple markets as soaring fuel costs from the Iran war drive consumers toward electric vehicles. The demand surge comes despite Tesla stock hitting 2026 lows on separate headwinds including an NHTSA FSD probe escalation and UBS cutting Q1 delivery forecasts by 18%. Meanwhile, Tesla announced it is weeks away from European FSD Supervised approval, having completed the final UN R-171 testing phase in the Netherlands.