Overview
- Across nine reporting European markets, Tesla’s October registrations fell 36% year over year, and year‑to‑date European volumes are down more than 30% to about 177,000.
- Sweden collapsed to 133 registrations, an 89% annual drop and 92% below September, as IF Metall’s blockade widened; Linde halted Tesla work and Kone is set to stop on November 6.
- Norway recorded 671 registrations, roughly half of last October and down 86% from September, while the Netherlands logged 645, nearly a 50% year‑on‑year decline.
- France was a rare outlier with Tesla growth tied to a new incentive for lower‑income buyers, even as most European markets posted their weakest month of 2025.
- In the U.S., EV sales fell after the $7,500 federal credit ended, with Ford’s EVs down 25% year over year and Hyundai and Kia reporting steep drops, as Edmunds reported a $5,000 jump in average EV transaction prices and lower leasing.