Tesla to refund many Cybertruck deposits as orders outrun production before the line closes in about 8 months

A silver Tesla Cybertruck parked in a parking lot.
Photo by Sven Piper on Unsplash

Tesla (TSLA) will give many Cybertruck buyers their deposits back, CEO Elon Musk said on Monday, because it cannot build every truck on order before the line closes.

"We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people," Musk wrote on X.

Post on X: Elon Musk @elonmusk The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people. This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production. jimmah @jamesdouma·11:01 AM Seriously. It’s incomparable. But cars are going to become robots, their forms and functions will change, and we won’t be coming back to this moment. Get it while you can. 2:20 AM · Nov 09, 2026

He did not say how many orders are outstanding, how much the refunds come to or which buyers will still get a truck.

The refunds follow an attempt to work through the backlog. On Saturday, November 7, Musk said the plant would run an extra shift to fill more orders.

He wrote that the backlog was "far more than we can make" before the line is taken apart for the Cybercab robotaxi around June or July next year.

Post on X: Elon Musk @elonmusk The Tesla Cybertruck order backlog is currently far more than we can make before dismantling the line for Cybercab expansion around June/July next year. We will add an extra shift to try to get all orders done in time. 1:12 PM · Nov 07, 2026

Musk wrote on Monday that the line is not closing because the truck is unprofitable, but because "the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production."

The order surplus comes late in a weak run for the truck. Its US sales fell 48% to 20,237 last year, Cox Automotive estimates.

Sources & Further Reading

  1. "The Cybertruck order rate far exceeds our production rate." Elon Musk on X. November 9, 2026.
  2. "Tesla to refund many Cybertruck deposits as demand exceeds production, Musk says." Reuters. November 9, 2026.
  3. "The Tesla Cybertruck order backlog is currently far more than we can make." Elon Musk on X. November 7, 2026.
  4. "Tesla to add Cybertruck shift to clear orders before dismantling line next year." Reuters. November 7, 2026.
  5. "Electric Vehicle Sales Report, Q4 2025." Cox Automotive. January 13, 2026.

This article was drafted with the help of AI. Kris Gunnars fact-checked, edited and published the article and is responsible for its accuracy and quality. How we use AI