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Tesla Leads UK EV Sales as Market Share Slips, Commits $1.2 Billion to German Battery Cells

A new battery program in Grünheide signals a drive to localize supply for European production.

Overview

  • EU-EVs data show Model Y at 18,890 units and Model 3 at 16,361 in 2025, ranking first and second in the UK EV market.
  • Year-to-date deliveries stand at 42,270 for a 9.6% share, down from 13.2% in 2024 and roughly 8,000 fewer than last year’s 50,090.
  • Tesla continues to lead key rivals, with Volkswagen at 8% market share and Audi’s Q4 e-tron next in model sales at 10,287 units.
  • Tesla announced a $1.2 billion investment to produce battery cells at its Grünheide plant, targeting up to 8 GWh annually starting in 2027.
  • Shares rose 3.7% to $484.70 on December 19 following the European manufacturing update.