Tesla Inc. is delivering more cars than ever because of the emergence of Model 3 customers like Mike Land. His view of the relative weakness of Elon Musk’s more expensive electric cars also helps explain why the company is still struggling to make money.

The soon-to-expand alliance between Ford Motor Co. and Volkswagen AG has the potential to transform the global auto industry and increase pressure on other manufacturers developing electric and self-driving cars, analysts said.

Workers at a major auto parts plant in Michigan are poised to return to work after a brief strike June 21, alleviating the threat of a supply disruption for carmakers Ford Motor Co., Tesla Inc. and Fiat Chrysler Automobiles NV.