- Tesla share from the EV market in Europe is more than half to 10 % in FebruaryBut last month is likely to be the worst for the brand as the latest Y model begins to put it to customers who were waiting for its arrival in March.
The full and inherent image of Tesla sales has now appeared sales and the decreasing market in Europe, thanks to the new data, which is not beautiful. However, good news for investors is that the pain may finally find a bottom.
The world’s sales, partly, have been subjected to the transition to a newer yen -best -selling car in the world, with approximately 1.1 million.
The most important Tesla conversion operations were to affect the demand for many customers – Wahbun I learned About the new car in January Postponement Until her arrival this month.
The records of new Tesla vehicles throughout Europe fell 40 % last month to about 16,900 cars, compared to the previous month of February, According to the data Posted on Tuesday by the European Automobile Industry Association.
The total market for electric cars was fully expanded at a time of 26 % to nearly 165,000 cars during this period. This means that Tesla’s share is more than half to 10.3 % last month from 21.6 % in February 2024.
According to ACEA, Tesla records decreased by 43 % to 26,619 vehicles during the first two months of 2025 combined.
The pressure group collects all data from the 27 member states of the European Union, including the small nation of the island in Malta, the three partner states in the European Union, Iceland, Switzerland and the United Kingdom.
While it is published late at the end of the following month, its statistics are a more reliable indicator of demand on the continent.
It seems that the intervention of musk in the German elections has severely harmed local demand
Part of this is undoubtedly stems from change to the new Y, which also closed scheduled production at the only European Tesla Factory for the necessary re -equipment.
“Trademarks like Tesla, which has a relatively limited typical assortment, are at the bottom of registration drops when making a form change,”booksFelipe Moniws, industry analyst at the JATO Market Research Company, on Monday.
However, there are also signs of the brand’s destruction that can be tracked to Elon Musk. The Tesla coach gave priority to pushing the wholesale reform to Western liberal democracy, which focused on a major executive executive official who could act without obstacle through checks and legislative or judicial balances.
This activity comes at the expense of his commercial interests and investments.
Simon Hill, headquarters of his headquarters, Montreal from Walmanon Altos, revealed earlier this month. Jewish customers They were pressing him to sell their money that was invested in Tesla because of their fears that Musk was Empowering the right -wing populists Through the West.
Last month, the CEO of Tesla intervened, frequently and loudly in the German elections on behalf of the national alternative to Germany, which prefers reconciliation with Russian President Vladimir Putin and pushes Berlin to withdraw from the European Union.
As a result, the demand in Germany has fallen from the most severe.
Cumulative sales decreased in the first two months by more than 70 % to only 2,700 cars. Since this is only half of the 5300 cars that Tesla sold in the smaller EV market in the UK, it is possible that much of this decrease due to the Musk support for AFD instead of the Y.
Is the worst now?
Next month, two of the two effects can help reduce the strike in Europe. For one of them, the brand had recently launched its worst companies on an annual basis, as March 2024 was the beginning of a decrease in sales throughout Europe with a large decrease of 35 %. This reduces the previously high tape that Tesla was confronting in recent months, which exacerbated the decrease in percentage.
Second, production ended, and the first refreshing Y units were shipped to customers. Change turns into the latest version now Tesla, as it begins to act for Tesla now that the offer can increase to meet any request.
What this means can already be seen in the data that comes out of China on Tuesday. Tesla celebrated its best week in 2025 in the world’s largest EV market with 17,400 new registered cars.
Analysts in Piper Sandler Explain this as a sign that the demand can now start recovering gradually after February production stopped in Shanghai to prepare for the newer model Y.
“With eight days of data remains in a quarter, there is an external opportunity that TESLA can achieve a steady growth on an annual basis (or nearly) in the first quarter of the year 25.”.
This story was originally shown on Fortune.com
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