We know that the IRS doesn't consider the vehicle "sold" for tax credit purposes until title transfers under state law. It's possible Tesla screwed this up. It just seems highly unlikely, given the combination of Canadian deliveries -- and not just in Ontario which had its own rebate going away, but in Vancouver too -- and the clear increase in cars in transit at the end of the quarter. Those are obvious attempts to push out the date on which 200000 was crossed. So it would be an actual *screwup*. I would be unsurprised if Tesla is currently verifying and auditing the numbers and making sure that they didn't screw up. Maybe they did screw up! They probably don't want to make a public announcement until they've audited it all and are absolutely sure.