ICYMI – Tesla gross sales plummet in UK and Europe as EV market turns hostile

Summary

• Tesla UK sales fell sharply in November, echoing wider European declines

• Germany and France saw particularly steep drops in Tesla registrations

• Competition from Chinese automakers, especially BYD, intensified

• UK EV buyers increasingly favour plug-in hybrids over full BEVs

• The data point to structural challenges rather than a one-off dip

Sales of Tesla continued to weaken across Europe in November, with the UK joining a broader regional slowdown that has highlighted growing competitive pressures and shifting consumer preferences in the electric-vehicle market.

In the UK, Tesla registrations, a proxy for sales, fell sharply year on year. Preliminary data from industry tracker New AutoMotive showed registrations down 19% to around 3,800 vehicles, while figures from the Society of Motor Manufacturers and Traders pointed to a similar decline of more than 17%. While the two datasets differ slightly due to methodology, both underscore a clear loss of momentum for Tesla in one of Europe’s most important EV markets.

The UK weakness mirrors an even steeper downturn elsewhere in Europe:

• Tesla sales reportedly fell around 20% in Germany in November
• and slumped by close to 60% in France and several other European markets,

declines that were only partly offset by stronger demand in Norway. Taken together, the figures suggest Tesla’s European performance is under sustained pressure rather than experiencing a one-off monthly setback.

A key factor has been intensifying competition, particularly from Chinese manufacturers. In the UK, registrations of BYD more than tripled in November, reflecting the growing appeal of lower-priced electric and plug-in hybrid models. British consumers now have access to more than 150 electric vehicle models, sharply reducing Tesla’s first-mover advantage.

Tesla has also been grappling with an aging product lineup in Europe, even as it begins rolling out updated versions of its best-selling Model Y. At the same time, broader brand sentiment has softened in recent months, adding another headwind in an already crowded market.

The wider UK auto market also showed signs of cooling. Total new car registrations declined in November, while battery-electric vehicle sales edged lower. In contrast, plug-in hybrid registrations rose, suggesting some consumers are opting for transitional technologies rather than committing fully to battery-electric vehicles amid concerns over costs, incentives and charging infrastructure.

Taken together, the November data reinforce the view that Europe and the UK, has become a tougher operating environment for Tesla. Slowing demand growth, fierce competition from Chinese rivals and a more discerning consumer base are increasingly weighing on sales performance across the region.