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Tesla registrations crash 17% in Europe as BEV market surges 14%

195 pointsby brevetoday at 6:46 PM192 commentsview on HN

Comments

bdcravenstoday at 7:03 PM

Even ignoring Musk's shenanigans, anyone buying a new EV may need to reconsider whether Tesla is in it (supporting consumer-owned EVs) for the long haul. Recent moves, and even quotes from Elon, suggest they might not be.

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pbasistatoday at 9:02 PM

I am not surprised. Considering only the main segment, i.e. Model 3 and Model Y, there has not been any major innovation by Tesla for years.

No significantly better battery technology. No significantly more powerful or efficient motors. No significantly improved comfort.

They have been making minor improvements in many areas, yes. For instance, they added ventilated seats, adaptive suspension, front camera, etc. But those are not new technologies that would make them stand out. The competition already had such features before.

Meanwhile, the Chinese cars have head-up displays, massage seats, vehicle to load, internal power outlets, fridges, dimmable glass roofs and what not.

One might argue that Tesla is improving their driving assist technologies and that is, in Tesla's view, supposed to be the deciding factor which would make them stand out. But I am not sure about that.

Their better driving assist (the so-called "FSD") has not been available in Europe for years. But that is almost besides the point.

The most important question is, in my opinion, the following: Who cares about those systems enough that they would be willing to pay $100 a month or $8k, $10k, $15k or even more one time for this kind of technology?

From what I have heard, the majority of drivers does not care. Not for this kind of money. No matter how good such a system might be.

Assuming that there will be a significant number of people who would be willing to pay thousands of dollars extra for a driving assist feature is, in my opinion, detached from reality.

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the_mitsuhikotoday at 7:57 PM

In many ways I’m impressed they sell that much. They basically just sell one model here in a space with a ton of competition.

Also since there is no FSD here and the European autopilot they have is not competitive with the travel assist type offerings from other brands.

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paxystoday at 7:13 PM

Tesla stock up 15% on the news, probably.

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ryandvmtoday at 7:36 PM

Oof. Good thing they're a "robot company" now. At least until an Optimus decapitates somebody and Tesla has to pivot to monorails or whatever...

hermitcrabtoday at 8:29 PM

Nazi salutes tend not to go down well in Europe. Especially for the sort of people who are interested in buying EVs.

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RobotToastertoday at 7:13 PM

It's honestly impressive how Tesla has managed snatch defeat from the jaws of victory.

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mschuster91today at 7:33 PM

No surprise there. There is so much competition these days and the market is exploding, especially on the lowest end - Dacia's Spring for example is 15.700 €, if you add Germany's subsidies of 6000 € you're at 9.700 € [1] for a brand new car, even if it isn't even made in Romania but in China instead (the fact that this is likely still making a profit despite shipping costs is insane). On the high end, BMW and Mercedes have finally caught up as well, and produce better cars for the same price point with a better support/maintenance infrastructure.

Meanwhile, what does Tesla have in production? Dated stuff on the mid to high price range, rumors are they will stop making some models entirely and a "Cybertruck" that not just looks so similar to a dumpster that raccoons confuse it with literal dumpsters [2] but is unable to ever be certified for European roads because its form is seen as a threat to road safety. So that alone has a serious impact on Tesla's sales.

Then come the never ending stories about supply chain issues especially for spare parts and the quality control issues - like, WTF, a Cybertruck is 60k? Why should people put up with delaminating glue (and why was glue used in the first place?) or rust issues [3]? So that's another dent in the sales, people don't buy lemons.

And finally, the antics of Elon himself and the company in general. The cars are nicknamed "swasticars" ever since Musk's infamous right arm salute, in the Nordic countries (that used to love Tesla) they are refusing to deal with unions for two years now [4], and here in Germany there is a big dispute related to the upcoming works council election (i.e. what y'all Americans would consider an union) [5].

There just aren't that many reasons left to buy a Tesla, and the reasons to buy an ICE vehicle are rapidly going away as well. I'd have zero issues buying a Dacia Spring or a Citroen, if only they'd add a trailer towing hitch that can be used for more than a bicycle rack.

[1] https://www.dacia.de/kampagnen/daciaelektrobonus.html

[2] https://www.news.com.au/technology/motoring/motoring-news/an...

[3] https://www.forbes.com/sites/peterlyon/2025/04/21/tesla-cybe...

[4] https://www.teslarati.com/tesla-sweden-strikers-tax-issues-i...

[5] https://www.dw.com/en/germany-tesla-charges-trade-union-memb...

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siliconc0wtoday at 7:19 PM

In other news, the lack of demand makes them pretty cheap at the moment. You can find a 2023 HW4 Plaid Model S for <$50k.

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calvinmorrisontoday at 7:09 PM

The US auto market is like the UK in the 80's. As the UK is flooded with Chinese appliance cars - I seriously doubt that VAG or anyone else can stop them. It's over for domestic automotive industries unless we are willing to accept higher prices via anti-competitive measures to keep some manufacturing domestic.

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newzinotoday at 7:08 PM

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arghandughtoday at 7:13 PM

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gosub100today at 7:46 PM

[flagged]

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leesectoday at 7:36 PM

[flagged]

surgical_firetoday at 7:04 PM

> Tesla registered just 8,075 vehicles across the EU, EFTA, and UK in January 2026, a 17% decline from the same month last year.

That's 8075 Teslas too many.

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diydsptoday at 7:07 PM

Why is Elon Musk a free man?

We have a publicly verifiable history of repeated violations that would put any American away for a long time.

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tgrowazaytoday at 7:36 PM

Something is up globally.

VAG sold 71 Audi Q4 E-tron in whole Q4 in the US. Only three Q8 E-trons. 220 Q6 and 248 VW ID.4 .

Best VAG EV seller for Q4 is Porsche Taycan at 1,672 cars.

Total US EV sales Q4 across all manufacturers is 234,171

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small_modeltoday at 7:55 PM

Another fair and balanced headline from Fred, has he put out a neutral to positive article on Tesla in the last 4-5 years? What did Elon do to him?

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lumosttoday at 7:19 PM

Tesla and similar companies really make me wonder if we still live in a capitalist system. If wealth is sufficiently concentrated - the value of anything becomes tied to the whims of the few who can transact at that level.

How a stock goes up while sales growth, profitability, and other measures go down on a multi-year trajectory defies my understanding.

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psyclobetoday at 8:01 PM

> These are results for what is bev market auto industry > Search instead for what is bev market auto industru > AI Overview > The Battery Electric Vehicle (BEV) market involves vehicles powered exclusively by electricity via onboard battery packs, without any internal combustion engine. It is a rapidly growing, high-investment sector within the automotive industry aimed at zero-emission transportation. Key aspects include accelerating market share, intense competition, and improvements in charging infrastructure.