- New data suggest that Tesla sales in Europe have almost halved in 2025
- Byd, Xpeng and Leapmotor have all noted an increase in sales
- The global European market is up 25% with VW at the top
Tesla’s current sales problems show no slowdown, because Jato Dynamics’ new data suggests that business sales in Europe fell 45% last month, resulted in its lowest market share in five years.
The problem can be partly attributed to the range of Tesla aging models, because customers are tight for the model to be updated more accomplished. But many analysts have also cited more general cooling of demand thanks to Elon Musk’s divider in politics.
Earlier this year, the Financial Times reported on the reduction of production by the Volkswagen group of the production of electric vehicles in some of its largest manufacturing factories, due to the slowed absorption of its electric battery vehicles, of which many first examples have received intermediate journals of the press.
However, BEV sales of the German brand increased by 180% to reach less than 20,000 cars in February, according to PK Press Club, while the BMW brand and the mini belonging to BMW sold nearly 19,000 BEVS in February.
Compared, Tesla has managed to sell less than 16,000 cars on the main European markets, including the United Kingdom, Norway and Switzerland during the same period, despite the overall registrations for electric battery vehicles up 25% in February compared to the previous month.
Although still much smaller, Byd also recorded a 94% increase in sales in February, with more than 4,000 electric vehicles sold. Likewise, Polestar also celebrated an increase of 84% and newcomers, such as Xpeng and Leapmotor, also started to record sales.
“Brands like Tesla, which have a relatively limited range of models, are particularly vulnerable to recording reductions during the company of a model change,” said Felipe Munoz, global analyst at Jato Dynamics.
But many other industry experts also highlight the fact that the recent behavior of the CEO of Tesla has sparked a reaction from buyers, due to its affiliation with a number of right -wing political parties – in particular those of Germany.
Ahmad Asiri, research strategist at The Brokerage Pepperstone, told Sky News that Musk’s political efforts had “a negative impact on Tesla’s reputation among the substantial segments of consumers and investors”, adding that the rapid growth of Byd was “more and more attractive for consumers and investors”.
Analysis: everything goes on the new Y model
As I have said on several occasions, the last harvest of Tesla vehicles is by far, with the model 3 and the model updated easily among the best electric vehicles that money can buy for most people at the moment.
During consecutive tests of the Y model of the previous generation and the latest model 3, the Gulf in construction quality, refinement, comfort and interior quality is tangible, while efficiency gains and an increased amount of standard technology will be welcomed by buyers.
However, the version of the edition of the Tesla Model update, long-awaited Tesla Model is now relatively costly, which costs £ 60,990 in the United Kingdom and $ 52,490 in the United States, with many customers not only for the update car, but also more affordable variants, which are not due to arrive before summer.
This will naturally need sales figures, while Tesla has a reputation for cyclical and hollow peaks in its quarterly sales results due to variations in its price and updating strategy.
The real “Elon effect” test will be later this year, when customers are presented with a full range of the Y model. If sales remain slow at that time, it may be time for Tesla to start panic.
