On Sunday, I published an article and poll asking where Tesla faced the most risk — the USA, China, or Europe. To be honest, after that, I forgot about it. Until earlier today. Almost 700 respondents chimed in (thanks for tuning in on Sunday, and for engaging with the poll). … [continued]
For more than a decade, the #1 EV story was Tesla’s growth story. It was extremely hard to believe that Tesla sales growth would stop anytime soon. And maybe it won’t in the bigger picture of this decade. However, there were signs a year and a half ago that Tesla … [continued]
Tesla sales have dropped dramatically in Europe at the beginning of this year (compared to the beginning of last year). As José Pontes reported yesterday, they were down 45% year over year. It was the lowest monthly total for Tesla in Europe since January 2023. As a result, in the … [continued]
Recent reports indicate that Tesla sales have dropped significantly in California and some European markets. Tesla CEO Elon Musk’s manic sprint into right-wing politics in the US and Europe seems to be a key influence here. However, so is the fact that the company still has just two mass-market products … [continued]
Tesla took to Twitter (er, X … ruining my alliteration) this week to share with followers what its roadmap is for the coming months. Almost all of this relates to Full Self Driving (FSD). You can see the full update in the screenshot below, but I’ll also put it into … [continued]
It’s just about 2 months since Tesla introduced the design-refreshed Model 3 Highland in select regions outside of North America. It looks like Tesla’s Gigafactory in Shanghai is in full swing with the production of the new Model 3. In the last week or so, massive shipments of the Tesla Model … [continued]
Tesla CEO Elon Musk has said for years that Tesla needs to “unwind” its delivery wave. It has always had an issue of delivering (aka selling) a lot more vehicles in the 3rd month of a quarter. This has especially been the case on continents where Tesla hasn’t had factories. … [continued]
The Tesla Model Y has been a top seller in Europe this year, even against a backdrop of increasing competition in the electric vehicle space. The competition will continue to chip away at Tesla’s impressive market share in the coming years, but it’s got an impressive head start in Europe, as … [continued]
After over a year in the red, Europe was back in black in August, with a 3% growth rate. September confirmed the trend with a 9% increase in market sales, signaling that the worst of the production constraints might be over. Although, with an energy-derived recession knocking on the door, … [continued]
For the first time since June 2021, the overall European car market grew YoY. It was only by 3%, but it signals that the worst of the production constraints might be over. Although, with an energy-derived recession looming on the horizon, this uptick might not last for long…. Looking at … [continued]
