Tesla registrations plummeted across Europe in November, with France and Sweden hit hardest, though Norway’s tax-driven surge offered a rare bright spot.
Tesla’s struggles in Europe deepened as the automaker recorded about a 12 percent year-on-year decline across the continent to roughly 17,000 registrations in November. Excluding Norway, the drop steepened to about 36 percent, underscoring how much the regional picture now depends on a single outlier market.
France saw one of the sharpest corrections, with Tesla registrations falling to 1,593 units, a decline of roughly 58 percent from the prior year. Sweden followed a similar pattern, sliding to just 588 vehicles, down about 59 percent.
The UK market told a slightly different story. Tesla registrations there fell about 19 percent to 3,784 units, while rival BYD surged to 3,217 registrations in the same month, a jump of roughly 229 percent that signals how quickly competition is reshaping the EV landscape.
Norway remains the outlier. Tesla logged 6,215 registrations there in November, an increase of around 175 percent year-over-year as buyers rushed to secure premium EVs before new tax rules take effect in 2026. The spike shows that when incentives line up, demand for Tesla vehicles still appears strong, even as the broader European picture weakens.
The contrast also highlights how uneven the global transition away from combustion engines has become. While Tesla is fighting for share in Europe, other automakers are taking different routes, with some leaning into hybrid strategies backed by large-scale investments in battery production, like the Toyota hybrid battery build-out for the U.S. market.
Underneath the month-to-month registration data sits a much larger question about raw materials and battery economics. Headlines about a potential trillion-dollar lithium deposit in the United States illustrate how supply, geopolitics, and policy may shape which EV brands can keep prices competitive and sustain growth when subsidies and tax advantages inevitably change.
And we analyzed the community response to this story. Commentators online have seized on the November figures as evidence of deeper brand challenges as well. Beyond product cycles and pricing pressure, Tesla’s trajectory is now inseparable from perceptions of its leadership and corporate governance, especially after high-profile decisions like when shareholders signed off on Elon Musk’s enormous compensation package.
For analysts and investors trying to separate signal from noise, the European registration numbers are an ideal dataset to study in a spreadsheet. Building a simple trend model or running linear regression in Google Sheets can help clarify whether November’s slump is an outlier or just the latest point in a longer downward curve for Tesla in Europe relative to fast-rising competitors like BYD.
The November 2025 registration figures cited here are based on industry data compiled by Automotive World, which detailed the 12 percent decline for Tesla across Europe, the 36 percent slump when Norway is excluded, and the dramatic gains posted by BYD in the UK in its November update on European Tesla registrations.
