We’re getting the first batch of Tesla registration data out of Europe for October 2025, and it confirms the worrying trend we’ve been tracking: Tesla’s demand is in a steep decline.
Based on data from 9 key markets that have reported so far, Tesla’s registrations fell 36.3% year over year (YoY).
Just 4,170 units were registered in these countries (including Norway, France, Sweden, and the Netherlands) compared to 6,549 in those same exact markets in October 2024.
Here are the markets that reported October 2025 data so far:
- 🇫🇷 France: 83.7% Growth (1,784 vs 971) 📈
- 🇪🇸 Spain: 30.6% Decline (393 vs 566) 📉
- 🇮🇹 Italy: 47.1% Decline (256 vs 484) 📉
- 🇳🇱 Netherlands: 47.9% Decline (645 vs 1,238) 📉
- 🇳🇴 Norway: 50.2% Decline (671 vs 1,348) 📉
- 🇵🇹 Portugal: 58.7% Decline (144 vs 349) 📉
- 🇦🇹 Austria: 64.5% Decline (97 vs 273) 📉
- 🇫🇮 Finland: 67.6% Decline (47 vs 145) 📉
- 🇸🇪 Sweden: 88.7% Decline (133 vs 1,175) 📉
The only positive in October for Tesla was the French market, which saw significant growth due to a new EV incentive program for low- to middle-income people.
The rest was disastrous.
While some analysts are trying to push the idea that Tesla’s European sales have now bottomed after two years of decline, most reporting markets in October are showing the worst month of Tesla registrations this year. That includes even months before the availability of the Model Y refresh.
It also includes Norway, which has been one of Tesla’s healthiest markets amid its decline in Europe.
Looking at the year-to-date (YTD) figures for all of Europe, Tesla’s total registrations are down over 30% through the first ten months, falling from over 255,000 units by this time in 2024 to just 177,000 this year.
Electrek’s Take
Top comment by Andrea
Tesla should also seek to end its disastrous dispute with the IF Metall union in Sweden, or risk being forced out of the largest Scandinavian market.
In October, Tesla Sweden recorded its worst month in a year that has already seen the worst decline in the company's history in the country.
I truly wonder when Elon or the board is going to do something about this. I know that their idea is that FSD is coming to save the day at some point, but that sounds ridiculous. At a 12% take rate, even once it becomes available in Europe, I doubt it will have a significant impact.
Tesla’s issues in Europe come from two main things: brand damage due to Elon Musk and competition.
Unlike in the US where Tesla has limited competition, the EV market is significantly more competitive in Europe, where some Chinese automakers are already esthablishing a presence and where European, Korean, and Japanese legacy automakers are making more EV models avialable.
Tesla needs a fresh EV lineup in Europe. And eslewhere for that matter.
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