The official numbers from ACEA are out, and they confirmed that Tesla deliveries have crashed by 43% in Europe so far this year.
It should be concerning for Tesla as electric vehicle sales are up 31% during the period.
Based on the main European auto markets already having reported vehicle registrations earlier this month, we already had a good idea of Tesla’s performance in the market, but now the European Automobile Manufacturers Association (ACEA) has made it official.
ACEA has released February registration numbers confirming that Tesla only delivered 16,888 units in the EU, EFTA, and UK markets in February 2025, compared to 28,182 units in 2024.
For the first two months of the year, it totals 26,619 units, or 42.6% less than the 46,343 units delivered during the same period in 2024.
This is amid a 3.4% decline in automotive sales in Europe, but Tesla can hardly use that as an excuse since ACEA is reporting a 28.4% (31% in EU, EFT
15 Comments
api
I'm having trouble thinking of even historical examples of a single person burning this much goodwill.
It makes me really sad when I think about it. We needed, and still need, the person Elon Musk was at least pretending to be when he founded SpaceX.
snapcaster
This is so weird, did he miscalculate how intense the backlash would be? or he truly doesn't care?
sschueller
What is the likelihood or even plausibility of SpaceX purchasing what is left of Tesla once it gets really bad?
Not something I want to see but if it's possible I am afraid something like this may happen.
At that point it would be the US government via contracts keep Tesla afloat. An even bigger conflict of interest then already.
globalise83
Bear in mind the drop in deliveries from Musk's fascist antics isn't even reflected in this data yet due to lag time between sales and delivery.
swarnie
Unsure if its a new issue but I've checked the used car market and these things are dirt cheap, 2 year old cars are about as much as a modest Golf, 4-5 year olds match the price of a Polo.
If you can handle the occasional funny guy chucking you a heil as you drive past and tech that tries to murder you about once a month they look highly affordable. Probably not what they were going for but hey ho.
buyucu
values in China and California were also similarly horrible, no?
TechDebtDevin
Hes basically just Howard Hughes 2.0 (which the intelligence/govt community also controlled). Look how that worked out for Mr. Hughes.
matsemann
Tesla Y numbers jumped quite up lately in Norway. But due to how delivery of it works here, it might be lots of backorders finally getting into the country and registered at the same time, so the data is always a bit hard to gauge for a short timeframe. (Edit: so I guess the problem is we report delivery, and not sales)
TreetopPlace
Is anyone going to acknowledge that people are waiting for the new model to be released, and this happens even with iPhones.
If even HackerNews can't have a rational discussion about Tesla then we're all doomed!
souenzzo
Why are there no Chinese brands in the table?
Europeans can't buy chinese cars in europe?
eggy
I would guess the +31% in Europe is also due to the stricter emissions standards, Euro 6d, and government subsidies are driving that figure in my opinion along with climate change fears. Elon already made, played, and won the EV market, and he has a lot more going on, so the devaluation of Tesla stock, the world's number one car predominantly an American-made car (more so than Ford) bumped back up recently, only hurts US pension funds, other investors, and owners. I wonder how Europe's energy production is fairing with the war in Ukraine, and what the total cost of ownership of an EV, Tesla or otherwise, is going to be to own an EV there. After all, they lost 40% of their gas supply. France and Germany have nuclear, but Germany has cut back due to Green party and green initiatives. France is bringing reactors online that were in maintenance and service periods, and they are building new ones by 2035. US gas prices and domestic energy production will ensure that will not be an issue here in the US.
rcMgD2BwE72F
The "Take" isn't solid:
>In fact, Model 3 is down 29.4% in Europe so far this year despite plenty of
inventory.
Sedan sales have been down for a while so Model 3 isn't trendy. Also, last year Q1 had the new "Highland" Model 3 in full-volume delivery from Shanghai (https://www.teslarati.com/tesla-model-3-highland-deliveries-…) after the launch in October.
It's all about the new Y now and it was only launched in mid January and deliveries only started on March 10 https://www.electrive.com/2025/03/10/tesla-hands-over-first-…
>The shift to the new Model Y design is certainly having an effect, but it cannot account for the 43% drop in deliveries.
Why? Model Y already accounts for 2/3 of the sales in Europe. And the production lines were down for 3-5 weeks, they take time to ramp back up and Tesla started the quarter with only 12 days of inventory.
>With deliveries of the new Model Y having started this month in Europe, we can see Tesla is still suffering in markets that report registration daily.
But who knows in which countries did Tesla prioritize the "Junpier" deliveries. If they picked the markets with no public daily numbers, then their arguments collapse. I doubt Norway and Sweden are the easiest to reach from Berlin, for instance.
gwbas1c
I own two Teslas. The loss in sales isn't mainly Elon Musks outspoken politics:
Back when Tesla was the only long-range EV you could buy, well, Tesla pretty much had the market cornered. Now, with other manufacturers offering long range EVs, Tesla just isn't standing up to the competition.
Here are some non-political reasons why, IMO, Tesla sales are down:
1: They do not justify the price premium, because they do not feel like a luxury vehicle. The interior is basically a mass market vehicle with pleather. (And the Cybertruck is just too expensive.)
1a: They severely dropped the price of the Model Y right after people bought it, with no goodwill. (This happened to me.) Ford dropped the price of the Mustang Mach E shortly after, and then offered goodwill to people who recently purchased it.
2: They have weird quirks:
2a: The yoke (square) steering wheel in the Model S should have always been optional.
2b: The automatic windshield wipers work very poorly, and there is no wiper speed control on the stalk. The "just push the button and spin the dial on the steering wheel" is not a solution. (Either use the same kind of sensor that other car manufacturers use, or bring back the old fashioned dial on a stalk.)
2b: The heat/AC and radio turn on when you open the door. (I hate this.)
2c: On newer Teslas, shifting happens on the touchscreen instead of a physical shifter.
2d: The general lack of physical buttons. The car doesn't need a button for everything, but even some programmable physical buttons would be a huge improvement.
3: The Model 3's driver's seat is too uncomfortable. (The Model Y's driver seat is better.)
4: They should have a wider range of vehicles by now. For example, they should have a Cyber SUV based on the same platform as the Cybertruck, but with 3 rows. They also need to have a lower-end vehicle.
5: They can't "ship." They've had pre-orders for the roadster forever. In contrast, Chinese EV makers come out with new models much faster.
6: They are sorely behind on Autopilot. Other manufacturers allow hands-free. The promise of full-self-driving was never met, people who paid for full-self-driving in their 2018 Model 3s will never get a true hands-free self-driving car while they own it.
ernirulez
Contrary to some opinions here where the easiest thing is to criticize Trump and his administration (including amazing Elon Musk), I will give a different point of view: Many of us European citizens love the Trump administration and we envy Americans for the big step you've given against the globalist tyranny. The EU is totally controlled by them and we are literally living in a dictatorship (in Spain with the dictator Pedro Sánchez is one of the worst). The EU is implementing laws for full control of its citizens, censoring all the contrary opinions. Freedom is almost non-existent anymore. And the worst part is the forced Islamization of Europe. This with the sole purpose of riding us of our culture and identity. They know people without identity are people with nothing to fight for, people easily enslaved. You Americans wake up! Trump is the best thing that's ever happened to you.
Geee
I'd wait for March / April numbers. Sales went down mostly because people were waiting for the new model Y. Over the years the pattern has always been the same. News reports say that something bad happens to Tesla, but when the actual results come up it's the opposite.
Most of the backlash / protests you are hearing about is manufactured i.e. not based on any rational cause. This kind of protest doesn't hold for long term.