Tesla’s European EV Registrations Drop 17%; Global Deliveries Down 8.6%
Tesla’s EV registrations in Europe fell 17% in January to 8,075 units, extending a 13-month decline and halving year-over-year sales since January 2024. Global deliveries dropped 8.6% to 1.64 million in 2025 and odds for key robotaxi milestones remain under 30%, underscoring investor skepticism.
1. European Sales Decline
Tesla’s new EV registrations across the EU, UK and EFTA fell 17% in January to 8,075 units, marking the 13th consecutive month of year-over-year declines and trimming market share to 0.8% from 1.0% a year earlier.
2. BYD Gains Market Share
BYD delivered 18,242 vehicles in the same European markets in January, a 165% year-over-year jump that more than doubled Tesla’s regional share and highlighted Tesla’s cost-competitiveness challenges.
3. Global Delivery Slide
Tesla’s global deliveries fell 8.6% to 1.64 million vehicles in 2025, marking two consecutive years of declines and signaling broader demand pressures across key markets.
4. Robotaxi Skepticism
Derivatives traders assign less than 30% probability to Tesla meeting major robotaxi milestones—such as launching in California by June or producing a sub-$30,000 Cybercab this year—reflecting deep investor doubts about its autonomous vehicle roadmap.