Early car sales data for January is starting to arrive from countries across the pond, and they paint an alarming picture for Tesla. Sales are crashing in France, Germany, and the UK—all affluent countries that are key markets for Tesla’s electric vehicles. Coming on the heels of a large financial miss, it’s just one more problem for the automaker.
Tesla sales dropped around 13 percent across Europe in 2024, but so far this year, the scale of the problem is far greater. In France, sales of new Teslas fell by 63 percent, while total car sales in the country fell by just 6 percent, with EV sales dropping just half a percent.
Germany was already looking like lost ground for Tesla—its 41 percent drop in 2024 accounted for most of Tesla’s lost sales across Europe. That must make the 59 percent drop in German Tesla sales recorded during January even more painful on the profit and loss statements.
Across the Channel, the British auto industry just released its sales data for January. Here, Tesla sales fell less precipitously—just 12 percent. However, battery EV sales were 35 percent higher in the UK in January 2025 than in January 2024. The cake is growing, but Tesla is getting to eat less and less of it.
In fact, no Tesla cracked the UK’s top 10 best-seller list last month, something that has regularly happened in the past, although that may be due to having just two models for >sale in most markets.
Large declines have also been recorded in Sweden (44 percent), Norway (38 percent), and the Netherlands (42 percent).
Coincidentlaly, throwing all this junk out makes EV’s significantly lighter. And theoretically cheaper.
They kinda suffer from “the tyranny of the rocket equation” since so much of their mass is “fuel.” Make it lighter, and they need less battery for the same range, which means you need even less battery to carry that battery around, lighter motors, less chassis and suspension weight for that, which removes even more battery, and so on.
This is not the case with combustion cars, where much of the engine’s mass is fixed and gasoline takes up little weight.
The Aptera coming out follows this principle. It’s the only EV that’s light enough that the onboard solar panels contribute a significant boost in range.
Do you know where it’s at? It was supposed to come to US by 2022, and I’m wondering about Europe…
It’s was getting shown off at CES. Plenty of videos on youtube.
Europe would be a different beast regardless. It’s expensive to pay for safety testing in one place and those aren’t transferable. If you want one in Europe, you might be able to as a private importer maybe? There was one guy who tried that with a Cybertruck and got in trouble. I’m not a lawyer.
That’s what I was wondering, thank you! I’m not confident that it will come to Europe and I unfortunately cannot afford to buy a car that won’t be commonly supported by garages!
Fully solid-state batteries are just around the corner - some Chinese models already have a semi-solid-state battery, MG are releasing one this year, companies like Toyota and Honda are working on it too. The current use case is to extend range (600+ miles / 1000+ kms) but they could also be used to get similar range as today’s cars with a much lighter battery.