Tesla emailed Australian and New Zealand reservers on Oct. 27, 2026, to cancel their Cybertruck orders and issue refunds.
Key points
- Tesla cancelled Cybertruck reservations in Australia and New Zealand, refunding deposits and offering a free year of FSD with a new Model Y or Model 3 purchase.
- Quarterly delivery figures indicate the Cybertruck is selling well below Musk’s original targets, with Q3 shipments likely under 8,000 units.
- All Cybertruck production is limited to the Texas Gigafactory, which is also being repurposed for other models and the Optimus robot, creating capacity constraints.
- The cancellation could reflect Tesla’s strategic shift away from markets where demand for the Cybertruck remains muted.
Tesla announced that it will no longer fulfill Cybertruck reservations in Australia and New Zealand, sending an email that cited “careful consideration” for the decision and promising a full refund of any payments made. The notice also offered a complimentary one‑year Full Self‑Driving (FSD) subscription if the customer purchases a new Model Y or Model 3.
The move comes as the Cybertruck continues to miss the delivery targets set by CEO Elon Musk. Third‑quarter data reported by Benzinga suggests the vehicle’s quarterly shipments were likely under 8,000 units, far below the 8,295 figure that appeared in an early estimate and well short of the 28,000‑to‑32,000 annual goal Musk originally outlined.
Cancellation email to reservers
Reservations for the Cybertruck have been open to non‑U.S. customers since 2019, with Australian and New Zealand buyers required to place a A$150 deposit. The cancellation email, referenced by Electrek, confirmed that the deposits will be returned and that the offer of free FSD is tied to a purchase of another Tesla model.
Production of the Cybertruck is currently confined to Tesla’s Gigafactory in Texas, a plant that also assembles Model Y and the upcoming “Cybercab” while being reconfigured for the Optimus humanoid robot. The factory’s stated capacity of 125,000 Cybertrucks per year has not been reached, and the vehicle occupies valuable floor space that Tesla is reportedly reallocating to higher‑volume models.
Sales performance falls short
Analysts note that the cancellation may signal a broader reassessment of the Cybertruck’s international market viability. While Tesla’s Australian market remains strong for other models—largely supplied from China—the unique design and higher production costs of the Cybertruck appear to have limited its appeal beyond the United States.
Reader questions
Why did Tesla cancel Cybertruck reservations in Australia and New Zealand?
Tesla said it had “carefully considered” the situation and concluded it could not fulfill the reservations, prompting the cancellation and refund.
Will customers receive a refund?
Yes, all payments made for the reservation will be refunded, and customers are offered a free one‑year FSD subscription if they buy a new Model Y or Model 3.
How many Cybertrucks have been delivered so far?
Benzinga’s third‑quarter data suggests deliveries were likely under 8,000 units for the quarter, far short of the 28,000‑to‑32,000 annual target.
Source: finance.yahoo.com
