Tesla sales collapse in Europe: in particular, according to the data collected by the research platform Jato Dynamicsin the old continent the company of Elon Musk He sold less than 16,000 vehicles in February, with an average drop of 44% in 25 countries of the European Union, the United Kingdom, Norway and Switzerland. The market share dropped to 9.6%, the lowest February data of the last five years. In January, sales (always in Europe) decreased by 45%, going from 18,161 in 2024 to 9,945. Always last month, sales by Volkswagen they increased by 180% to just under 20,000 cars, while the brand BMW and his Mini They sold almost 19,000 electric vehicles together. Even Chinese competitors, put together, sold more electric cars of Tesla. In particular, the enrollments of vehicles BYD e Polestar Also in Europe, 94% and 84% increased respectively, exceeding 4,000 and 2,000 vehicles. Xpeng has sold over 1,000 cars and Leapmotor quasi 900.
Comparison with byd
The Chinese BYD He also passed Tesla for the volume of the turnover in 2024, having closed the year with a record of over 100 billion dollars (and a profit for 5.5 billion) while the Texana car manufacturer did not exceed 97.7 billion dollars. At the moment, however, Byd that it is listed on Hong Kong has a market value of about 160 billion dollars, with an increase of about 50% this year, while Tesla is assessed 780 billion dollars, despite the collapse of the actions of over a third in 2025.
Impact of Musk’s political interventions
Analysts and investors have been trying for weeks to evaluate the impact that Musk’s political interventions are having on the car manufacturer, in a context in which the signals indicate that its high -level role in the Trump administration is causing a negative reaction from consumers, some Tesla owners or potential buyers. Tesla dealers have also been the subject of protests. The billionaire of technology and the narrow councilor of Trump was highly criticized for showing support for the far -right German party AfDhe brandished a “chainsaw of democracy” at a conservative conference and accused Keir Starmer And other politicians to cover the scandal of pedophile gangs. However, analysts said that the sales data may have also been influenced by the review of the Model and by Tesla.
Comment by Felipe Munoz
As he observed Felipe MunozGlobal Analyst by Jato Dynamics: “Tesla is going through a period of great changes. In addition to the increasingly active role of Elon Musk in politics and greater competition that is facing in the electric vehicle market, the brand is gradually eliminating the existing version of the Model Y, its best -selling vehicle and brands such as Tesla, which have a relatively limited range of models, are particularly vulnerable to the drop in enrollments when they undertake a change of model “.