Tesla sales in Europe have sunk 45% and their shares are paying expensive. It’s not even your worst news

The beginning of 2025 is not being the best for Tesla. Sales of electric cars in Europe have shot last January but their sales have fallen to worrying levels. The prospects for investors are not good. These are the data.

A new fall. Two weeks ago, we counted on Xataka that the price of the action in Tesla marched in free fall. So, its price was $ 336 when we wrote that item. Subsequently, the price increased slightly but has fallen again And when we write these lines, the barrier of 300 dollars has already broken, accumulating a drop of almost 20% in less than a week.

To be below $ 300 is to walk towards November 2024 levels. That same month he had started with good news for Tesla in the stock market, since it started from about 250 dollars/action. Then it went up to a peak of about 480 dollars/action. The fall has been more or less constant since then, mid -December 2024.

With the last fall, we talk about a setback of almost 30% in what we have been. A setback that for many is related to Elon Musk’s approach to Donald Trump and the fall of sales of his cars. For others, it is as simple as The price of the shares was swollen And now we are living a readjustment.

In a political key. Is it affecting the Elon Musk’s political positioning To sales and shares of Tesla? We evidently speak of sensations because the fall in sales may be due to different circumstances and establishing a direct line between the two situations is only One more of the possible interpretations.

It is true that In CaliforniaTraditionally progressive state, the sales of its Tesla Model 3 fell 36% in 2024, while in the United States the setback the setback was 12%. And the messages in the cars warning that the driver bought the car “Before Elon (Musk) went crazy” They seem more common every day.

Likewise, your approach to ultra -right -wing positions in Europe can undermine sales. Especially in Germany where Musk has shown its support to AFDthe party that has triumphed throughout the east of the country except in the capital, Berlin, where the company has a Gigafabrica that has raised controversy since its opening until possible extensions.

The data. Pure and hard. Because the influence of Elon Musk’s political positioning on Tesla’s sales is still a sensation. What can be talked about is numbers. And the results are being bad. Bad to the point that its fall is 45% in Europe, just when the electric car rises. They are ACEA data.

The fall in Spain was especially striking. In January 268 Tesla cars were enrolled in our country, a decrease of -75.50% compared to January 2024, according to ANFAC data. But it is much more serious in France and Germany, since they are the markets with the highest volume of electric vehicles in Europe.

In Germany, Tesla enrolled 1,277 cars (The lowest figure since July 2021). The fall was 54% and the market share went from 14% to 4% among electric cars. With 1,141 units sold, In France sales fell 63%.

A key year. Staying behind and losing market share in 2025 is especially serious for the company this 2025 in Europe. It is expected that, threatened by fines of billions of euros, the volume of electric and plug -in hybrids rises considerably. This will force to reduce prices and put the complicated things to Tesla.

The first month of 2025 has already served to take the pulse, always according to data from Acea. Electric sales in Europe have grown by 34% compared to the same figure last year, adding 124,341 cars by the 92,781 electric cars last year in January. And most importantly, results are traced in France (0.5%drop) which is the second largest market in Europe and rises in the most popular.

In Germany, which last year dealt with these dates with the sudden withdrawal of aid, grows 53.5%. Belgium is now the third country that buys more electric (growth of 37.2%) and the Netherlands also rises a lot (+28.2%). Already outside the European Union, the United Kingdom has gone from 20,935 to 29,634 electric cars last January (+41.6%).

Let’s not forget. In spite of everything, there is something we cannot forget about: Tesla is immersed in a restructuring of the range of its best -selling model. He Tesla Model and has received a Important face washing that many purchases may have delayed and whose impact we will not see until after a few months, when the new units are enrolled.

In its launch, Tesla opted for a version that forced 60,000 euros to spend in the car. A price that not many have been willing to pay. Shortly after, the company confirmed that the renovation reached the entire range, with a much more restrained output price of 44,990 euros.

In the same way, it remains to be known (and we will only see it with the passing of the months) how it is going to the Tesla Model 3. With its renovation it received a strong support in sales but taking into account the sales figures of the Q4 of 2024, where the company did everything possible to improve the figures of the previous year, it is very likely that there is a Stock surplus to which they now have to give way and that the data of these first months would be resorting.

Losing rhythm. The problem for Tesla is that, as we see in the superior image, it is in its market share among the lowest electric vehicles in the last year. In all 2024, no month broke the 10% market share barrier. There were periods in which almost one in three electric cars bought in Europe was a Tesla.

Losing pace is a real threat with the electric of other brands pushing. It is not a matter of losing weight in the total market (something expected over time), the problem is more a brand image erosion, the confirmation that there are very strong rivals to those who have to face, being evident that Tesla can be the most logical option for whom you are looking for the highest autonomy at the lowest price But it is no longer alone.

Photo | Tesla

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