Australia is the newest market to report a big drop in Tesla gross sales for the primary month of 2025, and on this case, the automaker can’t blame the Mannequin Y changeover.
Earlier this week, we reported on European markets releasing automotive gross sales information for January, exhibiting an enormous drop in Tesla gross sales.
Tesla bought roughly half as many vehicles in Europe in January 2025 in comparison with January 2024.
Most business watchers agree that there are two important causes behind the sharp decline:
- Elon Musk’s meddling in politics and spreading misinformation on social media is driving individuals away from Tesla
- Tesla is transitioning Mannequin Y manufacturing to the brand new design, which is affecting manufacturing and gross sales
Now, Australia is reporting its automotive sale numbers for January 2025, and it reveals that Tesla can also be having points on this market.
Within the first month of 2025, Tesla delivered solely 739 autos – down 33% year-over-year.
This time, Tesla can’t blame the Mannequin Y changeover as Mannequin Y deliveries have been truly up 20%.
Mannequin 3 is the issue. Gross sales of Tesla’s least expensive mannequin have been down 63%.
This has been Tesla’s pattern in Australia for the final yr. In January 2023, Tesla delivered greater than 2,000 autos within the nation, however now it might solely ship just a few hundred models. In 2024, Tesla’s gross sales dropped 17% for the entire yr.
Electrek’s Take
At this level, it’s pretty clear that Tesla’s gross sales will probably be abysmal in Q1. Tesla will use the excuse of the Mannequin Y changeover, and it’ll undoubtedly be partly true, however I believe the Elon impact can also be be a big a part of Tesla’s gross sales drawback.
Sadly, it’s inconceivable to calculate, however within the case of Australia, we are able to see that it’s a part of the issue with the mannequin breakdown.
Australia will not be an enormous automotive market and it received’t have a serious influence on Tesla, however the pattern seems to be comparable in most markets.
The US is the most important wildcard, as Elon nonetheless has a number of followers there, clearly. US information is a little more opaque and it’ll take some time for us to see an influence, if any.
