Its sales are falling 37% between politics, controversies and the renewal of your star car

Tesla is going through an extremely complicated moment. Like every automaker, the company faces a really complicated context in the United States and China with the open commercial war between the two countries.

Although Donald Trump has announced last Sunday that his offensive retracted in part and that partially lifts tariffs on technological products manufactured in China, commercial barriers to cars production and to steel and aluminum They are still underway.

Obviously, these last two variables directly affect the company. Although Tesla manufactures in the United States All cars that sells in the country, tariffs also apply to the pieces with which these cars are produced if they arrive from outside the country’s borders. That is to say, will suffer a minor impact than other companies but also faces difficulties in this regard.

Tariffs explain from Bloomberg, They have caused the company to stop selling its Tesla Model S and Model X in China. These two luxury options are almost testimonial in the Chinese market but the image of the company in a way. In spite of everything, as we explain, what Tesla can fear are Restrictions related to autonomous drivinga service with which the company expects to gain ground in China now that Byd is pressing taking these serial options to its cheapest vehicles.

The international context cannot reach Tesla at the worse. The company has faced some last months where the falls in the stock market have been a constant. To the point that on December 17 its cost brushed the $ 480 and today it is quoted just over 250 dollars.

And all of the above must be added a generalized fall in almost all European markets.

Sales figures that scare

In March 2025, Tesla Model 3 was The best -selling electric car In Spain, registering 1,391 registrations. The Tesla Berlina reinforces its position as the best -selling electric car in our country and puts distance to the KIA EV3 in the accumulated of the year. Between January and March, Tesla Model 3 added 2,047 registrations, for the 1,292 of the Korean model.

In addition, in March the Berlina opened a huge gap with the Renault 5, the second best -selling electric car in Spain last month, which added 696 registrations. He clearly exceeded Tesla Model and (589 registrations), third classified last March, and maintained the accumulated of the year with 1,177 enrollments compared to 1,101 SUV of Tesla enrolled.

However, in what we have been, the fall of sales of Tesla in Spain is considerable. He Tesla Model 3 It is working at the same rate as last year at this point (it grows less than 1%) but Tesla’s SUV does fall strongly (-27.38%). And their luxury vehicles, the Tesla Model S and Model X, have only sold 10 and 11 units which is around half that last year.

In the sum of units, Tesla has sold in Spain 3,169 cars between January and March. It is 11.75% less than the previous year, which also drastically reduces its market share among the electric where it dominated with iron hand.

As we have explained on other occasions, the trend points to the fact that in April the sales of Tesla will begin to recover, with the delivery of the Tesla Model and Updated that had not yet been delivered and that they have had the Shanghai plant has half a gas until not long ago. We must also add that The approvalagain, of MOVES III PLAN I should encourage sales.

But Tesla not only lives from Spain and sales in the other markets in Europe are being especially bad.

In Germany, which remains by volume the largest market in the electric car in Europe, Its sales have collapsed to the point that it is no longer its main market. Between January and MarchTesla sold 4,935 units in Germany. It is 62.2% less than in the same 2024 period. And of those less than 5,000 registrations, 2,229 arrived last March.

Germany’s data are especially worrisome. It remains to be seen to what extent is the hangover of the update of Tesla Model and but you have to take into account that Elon Musk has been politically meaning With the extreme right in the country, a really sensitive issue and that has caused multiple protests To the point of projecting on the facade of the Berlin factory an image of the company’s CEO doing the Nazi greeting.

On average, they collect in ForocochesticoTesla sales have fallen 37% in Europe. This is a consequence of very pronounced falls in large markets. In France, 11,360 registrations in the first quarter of 2024 to 6,696 units this year have passed. It is a 41.1% fall. In Belgium, Denmark or Netherlands, some of the countries with the highest share of electric cars, the falls are counted at 58.2%, 56.5%and 49.7%, respectively.

The only market where Tesla sales are maintained is in the United Kingdom. There have been 7,220 units making this country into the company’s main market and the only major market where sales are maintained. An absolute exception in the company’s context.

But why is this taking place? In Electrek He points out that the company is giving substantial advantages in financing but also echoes a information that suggests that the company is redirecting leftover vehicles from Hong Kong to the United Kingdom.

In United Kingdom They are not paid import tariffs of cars arrived from China, unlike in the European Union. This commercial barrier prevents Tesla from bringing more vehicles from China to countries such as Spain or Germany, so the performance of its gigafabrica in Berlin is key to its performance in our continent.

However, in the absence of an extra cost at the entrance to the United Kingdom, it is rumored that the company is redirecting vehicles in stock that find no buyer in Hong Kong to the United Kingdom since they are cars with the steering wheel to the right and have very few options to go to other markets.

Photo | Milan Csizmadia and The White House

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