Electrical automobile gross sales are surging in Europe, however there may be an exception: Tesla, the most important electrical automobile (EV) automaker, is experiencing a big decline.
Over the previous few months, we’ve been reporting on Tesla’s regarding decline in gross sales in Europe.
Essentially the most regarding side is that Tesla’s decline in gross sales is going on amid a surge in electrical automobile (EV) gross sales in Europe.
The European Car Producers’ Affiliation (ACEA) has launched its full registration information in Europe for the primary quarter of 2025 as we speak – confirming that battery electrical automobile gross sales surged nearly 24%:
Within the first quarter of 2025, new battery-electric automobile gross sales grew by 23.9%, to 412,997 items, capturing 15.2% of whole EU market share. Three of the 4 largest markets within the EU, accounting for 63% of all battery-electric automobile registrations, recorded sturdy features: Germany (+38.9%), Belgium (+29.9%), and the Netherlands (+7.9%). This contrasted with France, which noticed a decline of 6.6%.
Usually, when a market is surging, it advantages the market chief; nevertheless, this isn’t the case right here.
ACEA’s information reveals that Tesla, the most important electrical automaker, has seen its gross sales fall 37% within the first 3 months of the 12 months:
| Group/Model | % Share March 2025 | % Share March 2024 | Models March 2025 | Models March 2024 | % Change March 25/24 | % Share Jan-Mar 2025 | % Share Jan-Mar 2024 | Models Jan-Mar 2025 | Models Jan-Mar 2024 | % Change Jan-Mar 25/24 |
| VW Group | 25.2 | 23.5 | 358,210 | 324,897 | 10.3 | 25.9 | 24.4 | 875,875 | 828,384 | 5.7 |
| VW | 10.3 | 9.4 | 146,958 | 130,445 | 12.7 | 10.8 | 9.5 | 364,641 | 323,824 | 12.6 |
| Skoda | 5.4 | 4.8 | 77,287 | 66,764 | 15.8 | 5.7 | 5.5 | 191,732 | 187,205 | 2.4 |
| Audi | 4.6 | 4.7 | 66,062 | 64,964 | 1.7 | 4.8 | 4.8 | 161,446 | 164,255 | -1.7 |
| Cupra | 2.3 | 1.5 | 32,037 | 20,415 | 56.9 | 2.2 | 1.4 | 73,099 | 49,143 | 48.7 |
| Seat | 1.7 | 2.1 | 23,796 | 28,629 | -16.9 | 1.7 | 2.1 | 57,363 | 70,575 | -18.7 |
| Porsche | 0.8 | 0.9 | 11,059 | 12,685 | -12.8 | 0.7 | 0.9 | 25,229 | 31,209 | -19.2 |
| Others | 0.1 | 0.1 | 1,010 | 995 | 1.5 | 0.1 | 0.1 | 2,364 | 2,173 | 8.8 |
| Stellantis | 15.1 | 16.5 | 215,190 | 228,774 | -5.9 | 15.5 | 17.6 | 525,283 | 598,243 | -12.2 |
| Peugeot | 5.5 | 5.0 | 77,803 | 68,772 | 13.1 | 5.6 | 5.4 | 189,254 | 184,256 | 2.7 |
| Citroen | 2.4 | 3.3 | 34,424 | 45,486 | -24.3 | 2.7 | 3.4 | 92,657 | 114,805 | -19.3 |
| Opel/Vauxhall | 3.1 | 3.5 | 44,145 | 48,432 | -8.9 | 2.9 | 3.6 | 97,767 | 122,037 | -19.9 |
| Fiat | 2.2 | 2.7 | 31,128 | 37,566 | -17.1 | 2.3 | 3.0 | 77,704 | 101,332 | -23.3 |
| Jeep | 1.1 | 1.0 | 15,493 | 13,582 | 14.1 | 1.1 | 1.1 | 37,895 | 37,006 | 2.4 |
| Alfa Romeo | 0.5 | 0.4 | 7,306 | 5,039 | 45.0 | 0.5 | 0.4 | 17,095 | 12,594 | 35.7 |
| DS | 0.2 | 0.3 | 3,110 | 4,279 | -27.3 | 0.2 | 0.3 | 8,172 | 11,535 | -29.2 |
| Lancia/Chrysler | 0.1 | 0.4 | 1,319 | 4,890 | -73.0 | 0.1 | 0.4 | 3,527 | 12,988 | -72.8 |
| Others | 0.0 | 0.1 | 462 | 728 | -36.5 | 0.0 | 0.0 | 1,212 | 1,690 | -28.3 |
| Renault Group | 9.8 | 8.9 | 139,645 | 123,629 | 13.0 | 10.2 | 9.2 | 344,519 | 313,179 | 10.0 |
| Renault | 5.8 | 5.1 | 82,020 | 70,175 | 16.9 | 5.6 | 4.7 | 189,138 | 160,716 | 17.7 |
| Dacia | 4.0 | 3.8 | 56,841 | 52,988 | 7.3 | 4.5 | 4.5 | 153,382 | 151,486 | 1.3 |
| Alpine | 0.1 | 0.0 | 784 | 466 | 68.2 | 0.1 | 0.0 | 1,999 | 977 | 104.6 |
| Hyundai Group | 7.8 | 8.1 | 110,714 | 112,571 | -1.6 | 7.9 | 8.2 | 267,234 | 278,387 | -4.0 |
| Kia | 4.3 | 4.3 | 60,586 | 59,335 | 2.1 | 4.1 | 4.2 | 138,432 | 143,151 | -3.3 |
| Hyundai | 3.5 | 3.8 | 50,128 | 53,236 | -5.8 | 3.8 | 4.0 | 128,802 | 135,236 | -4.8 |
| Toyota Group | 6.9 | 7.4 | 98,484 | 101,949 | -3.4 | 7.4 | 7.7 | 248,663 | 260,178 | -4.4 |
| Toyota | 6.4 | 6.9 | 90,507 | 94,884 | -4.6 | 6.7 | 7.2 | 227,486 | 243,124 | -6.4 |
| Lexus | 0.6 | 0.5 | 7,977 | 7,065 | 12.9 | 0.6 | 0.5 | 21,177 | 17,054 | 24.2 |
| BMW Group | 6.8 | 7.0 | 96,532 | 97,221 | -0.7 | 7.0 | 6.9 | 236,401 | 235,269 | 0.5 |
| BMW | 5.7 | 5.8 | 80,481 | 80,647 | -0.2 | 5.8 | 5.8 | 195,913 | 196,406 | -0.3 |
| Mini | 1.1 | 1.2 | 16,051 | 16,574 | -3.2 | 1.2 | 1.1 | 40,488 | 38,863 | 4.2 |
| Mercedes-Benz | 5.3 | 5.9 | 75,473 | 82,291 | -8.3 | 4.9 | 5.2 | 165,518 | 174,994 | -5.4 |
| Mercedes | 5.2 | 5.7 | 74,484 | 79,488 | -6.3 | 4.8 | 4.9 | 162,595 | 167,608 | -3.0 |
| Sensible | 0.1 | 0.2 | 989 | 2,803 | -64.7 | 0.1 | 0.2 | 2,923 | 7,386 | -60.4 |
| Ford | 3.7 | 3.5 | 52,217 | 48,203 | 8.3 | 3.4 | 3.4 | 114,678 | 116,905 | -1.9 |
| Nissan | 3.6 | 3.7 | 50,839 | 51,722 | -1.7 | 3.0 | 3.0 | 100,063 | 103,014 | -2.9 |
| Volvo Vehicles | 2.5 | 2.8 | 35,752 | 38,593 | -7.4 | 2.5 | 2.7 | 83,092 | 92,206 | -9.9 |
| SAIC Motor | 2.7 | 1.9 | 38,930 | 26,189 | 48.6 | 2.3 | 1.7 | 78,505 | 58,800 | 33.5 |
| Tesla | 2.0 | 2.9 | 28,502 | 39,684 | –28.2 | 1.6 | 2.5 | 54,020 | 86,027 | -37.2 |
| Suzuki | 1.4 | 1.8 | 19,769 | 24,419 | -19.0 | 1.5 | 1.8 | 49,631 | 58,815 | -15.6 |
| Mazda | 1.5 | 1.5 | 21,323 | 20,235 | 5.4 | 1.3 | 1.3 | 43,918 | 45,152 | -2.7 |
| Jaguar Land Rover Group | 1.6 | 1.8 | 22,550 | 24,710 | -8.7 | 1.2 | 1.3 | 41,430 | 44,995 | -7.9 |
| Land Rover | 1.5 | 1.4 | 21,422 | 19,200 | 11.6 | 1.1 | 1.1 | 38,824 | 36,314 | 6.9 |
| Jaguar | 0.1 | 0.4 | 1,128 | 5,510 | -79.5 | 0.1 | 0.3 | 2,606 | 8,681 | -70.0 |
| Honda | 0.8 | 0.9 | 10,746 | 12,753 | -15.7 | 0.6 | 0.7 | 21,075 | 24,130 | -12.7 |
| Mitsubishi | 0.4 | 0.8 | 5,596 | 11,586 | -51.7 | 0.4 | 0.7 | 12,536 | 22,334 | -43.9 |
Some Tesla followers are attempting to argue that the one purpose that is taking place is because of the Mannequin Y changeover final quarter affecting provide, however there may be proof on the contrary.
The Mannequin Y changeover has certainly decreased provide through the first quarter, however the automobile arrived by March, and Tesla’s gross sales have been nonetheless down greater than 28% in March.
Tesla mentioned that it’s now again to full capability, and but, the present quarter is monitoring behind the primary quarter within the European nations that report each day registrations:
This factors to a extreme demand subject that extends far past the Mannequin Y changeover, particularly contemplating that the broader electrical automobile (EV) market is at present surging.
Electrek’s Take
It bothers me that Tesla followers are downplaying this. If Tesla can’t reverse this development within the coming months, it’s going to discover itself nearly fully squeezed out of the European market.
That’s taking place whereas Tesla is providing a 12 months of free Supercharging and 0% curiosity on the brand new Mannequin Y in Europe.
I consider Tesla ought to take this critically. In any other case, it might discover itself promoting fewer than 200,000 automobiles a 12 months in Europe beginning subsequent 12 months.
