Tesla -55% in Germany

more, come on germany you can do better

2.2% too high but still an excellent drop. Well done!

To be precise: Their market share overall is 0.6 % for the first seven months of 2025, down 58 % over last year. Market share in July was 0.4 %, down 55 % over July 2024. They barely sold 1k cars in July, when they can produce 500k cars a year locally and are currently expanding to 800k. Of which 12k will be sellable in Germany. I wonder when they will shut down Giga Berlin.

10 millions cars sold per year any day now. Any day…

Love to see good news!!!

BYD: +420,2% XPENG: +2731,9%

Next year

Relative statistics is Never a good idea to show numbers

You are right. 48,614 electric vehicles were registered in Germany (264,800 cars in total) in July, whooping 1.110 of them were Teslas.

BYD 1,126 cars include Plug-Ins, Xpeng were 266 cars. Today, only total numbers for each manufacturer are available, not separated by ICE, PHEV and BEV numbers.

It should be -98%.

Stock goes up because it wasn’t -60%

Yeah. Disappointing performance Germany...

By chance I drove by the factory near Berlin a few weeks back. There were lots of cars just sitting and a lot of car carriers just parked empty middle of the week.

In what universe are they increasing production in Germany?

I’ve just switched from a Model 3 to a Polestar 4…all thanks to Elon and his crazy antics. Loved my Model 3 but can’t justify further supporting this megalomaniac.

20 million white muskmobiles per year by the end of 2030. That was the first growth "priced in" to the stock

420 lol Mysk will love that

I think that's the capacity of the factory and they can manufacture for all EU from there. Probably the collapsing demand will be nowhere near 800k a year even if we assume the factory supplies the whole of EU

I reckoned that Europe will be 5-6000 a month, so 60k annually.

Buy stocks now, it'll shoot up because of these news.

I heard they made a promise to promise us more unreleased stuff. That is promising. $TSLA +%26 at least

I was literally choosing a car to buy here in Europe (German speaking market) and couldn't find a good reason to buy Tesla: \> there is a ton of alternatives and most of them have either better build quality or more features (in base and upgrades) \> non of the CEOs is documented to share far right/nazi ideology and no CEO was to known to actively firing governmental workers, ruining their lives

Conversely i drove past one of the largest importers of cars in Denmark recently, and boy are they hauling EVs. Plethora of trucks with EV's of all kinds. Just a single one with Model Y's, parked elsewhere outside of city even

Sorry but there's a better way to report on a market share change than that lol

Don´t worry. You have to be fully retarded thinking that you can do a Hilter-Salute and then still can sell your cars here in Germany. No chance.

OK, I understand what you're trying to say, but can you please not use the R word to make your point?

I am from a free country. "Hitler" is not a illegal word in Germany. Censoring it would be insanely stupid. This is what the salute is called here in Germany (and it is - of course - illegal). If you are somehow offended I recommend that you read some good books, I can give you an excellent reading-list on that topic. **Edit**: Ok, I misread your comment, you mean a different word. I get your point.

What topic? Hitler? As I'm a health care professional working with developmentally challanged children, I know how offensive families, and the kids themselves, as well as others find this word. But if can't see your way to at least having a modicum of care for these people, then I can't help you.

I misunderstood your first comment, I thought you were talking about something else. I did not want to offend anyone (but Musk). I get your point now.

Thanks 👍

Unbelievable that there are still 1,110 spineless "people" who support this guy!

What you blabbering about cars! Haven't you heard? Tesler is an Robo/AI company now and they need Leon to lead them to that brave new future!

The German domestic automakers won't take these too well. Tesla just self destructed due to their facist Furh...err, leader, but the Chinese is the one putting the fear of god into VW, Daimler and BMW right now.

Considering that the second best Party there is a far right faschist one…

Surely production is not being expanded now

Far right: Yes. Faschist: Partly, yes. I don´t think any person who votes for the AfD is concidering buying an EV or buying any car from an American company. There are very anti America and anti anything new.

They love how much of a troll Musk is though. They think their far right “triggering” humor is hilarious 🥴

The q2 slide deck has current capacity at 375k, so not even to your 500k number as of yet.  Since Tesla knows their growth story is shaky, they have not commented on expansion of the Berlin factory for something like 18 months now.  All told, they sold 325k in Europe in 2024 (Berlin doing 232k in sales). 2023 was 365k in Europe. This year is shaping up to be a bloodbath.  There have long been rumors of minimums Tesla needs to hit in China. If true, Tesla is in a bind. They need to be able to export model 3s to Europe because they need that 100k/yr in exports.   That factory is running below capacity as it is as well.

plus Tesla doesn't have a charger advantage, with CCS-2 being the standard

Stock pumps 10% today. Already up now. Hurry and book your calls!

Those are rookie numbers - gotta pump those up.

Yep. I imagine the far right's adoption of trolling is mostly about loneliness and feeling like outcasts. They don't care if it's good attention or bad attention, so long as they get attention or attempt to make people feel as bad as they feel about themselves. Bad attention is far easier to achieve by saying horrible things. There are also a lot of older lonely retirees, learning how to use the internet for the first time, using it as a crutch for social interaction, entering it at a time of significant toxicity, trolling, and misinformation, that have no idea how to deal with it, and they quickly find that toxicity pays off. When that turns them into outcasts from reasonable/rational people, they start to lean further and further into the only group that supports the dumb toxic shit they're saying... the far right. Then there's the younger crowds, severely impacted by COVID, severely impacted by more societal insularity loss of social interactions, and far more complexity in sexuality and relationships that seems to be driving quite a few to the right. Given the difficulty in forming new friendships and relationships, they turn to the "alpha" male culture. Meanwhile, everyone's completely distracted by the constant flow of dopamine hits that is the internet.

I believe they also produce some Teslas for non EU markets like the middle east

2,2% is great. Remember they had 10% last year, 15% in 2022

BYD is struggling with EV sales in Germany. So much so that theyre pushing to sell ICE vehicles as well

>but the Chinese is the one putting the fear of god into VW, Daimler and BMW right now. Lmao. Bro BYD sells cars because they are the cheapest of cheap. Cheap was never something the Germans aimed for within the German market. Even the more affordable cars like the Polo cost plenty more than the competition. Why would a traditional Polo customer, who pays 10-20% more for the VW premium over for example the French, then not pay those 10-20% more anymore? BYD dont have exceptional quality, theyre ok cars at decent prices. And when we talk about the premium segment, well go ahead and look up how well Nio has been doing in Germany the past years. Spoiler: not very well.

Bullish +69%

But … but … they are waiting for the new model y. Oooohhhh.

Last month I've seen the spike live, crazy A lot of finance players probably did bet absurd sums of money on tesla and now they can't let it fail too much without losing heads

That number was 27k in 2024. Forecasted to be around 32k in 2025. Kind of a rounding error.

Damn I did nazi that coming

the Gruenheide plant will be at less than 40% occupancy. They are better off mothballing it. It would have been ideal location for a compact class Tesla but they alienated their buyers in Europe so that is out the window too. 0% custom tariffs on imports from US for both Model 3 and Y.

This comment is right on the money.

goal ZERO!

It's Musk buying up the shares himself with xai money. If the shares go down by a certain amount elon loses everything. So he has used the 44 billion from xai to inflate tesla

So you prefer Chinese dictatorship above American fascism? But still better not to support musk my opinion :D

Ready by 2017, the same year as FSD drives you autonomously.

[removed]

At some point, these people know exactly what they’re doing. For some topics, you cannot give people the benefit of the doubt.

I, for one, welcome our Chinese communist overlords!

Every country has some people who are in favour of his right wing lunacy, have a sub-80 IQ, or both. Germany apparently identified a further 1,110 in July.

I mean, there was a time hitler was very popular in Germany.

Pretty sure that’s not it.

It likely has less to due with Elon and more to do with the competition catching up finally and being far superior to the shit product Tesla pumps out.

Trump math would put this at around a 1500% reduction.

They fell to 2.2% of the EV-market, meaning 0.4% of the total car registrations in July. The German EV share is 18.4%, so currently the growth potential for Tesla is very limited. In the other European markets, Tesla holds around 10-13% electric market share with EVs around 15-30% of total sales, depending on the country.

Really since I moved to Germany in 2019 I've seen so many brands of EV's. The choice here is amazing.

But the internet keeps telling me the model y is the number 1 EV in Europe, what gives?

Sure, like repubs, they still don’t want EVs.

Then add up the numbers of VW ID.4, Skoda Enyak, Cupra Tavascan and ID.7. They are all the same platform, have similar sizes, only differ in shape and interior. Even the Skoda Elroq could be added. BTW, ID.4 and Skoda Enyak combined outsell the Model Y by far, the ID.3 outsells Model 3 (as does the EV3) Teslas competitors offer choices to select from. Tesla is the socialist counterpart: take that or get nothing. There are more than 100 EVs to select from.

VW's (respectively VAG in general) quality seems to have went down the gutter (in a relative sense at least) in the last 2 decades. Mercedes Benz is probably even worse. They were famed for engines with great longevity, some even legendary, not anymore. One example of these downfalls: timing belts (not chains) in oil... More expensive to replace, more erratic on when they break/have to be replaced, can't inspect it visually and if they break, the engine is usually dead. Or if they start to fray, you get damage before they break because the shit lands in the oil. And it seems VW's image advantage is running out of steam respectively people start accepting that you're not getting the quality anymore, you would expect from their premium price. They have problems in their numbers for some time now.

BYD has 0.4% market share, VW alone (not the whole group) has 19.6%. In absolute sales VW increased a lot more than BYD. Doesn't look like "fear of god" in the domestic market to me... China/Asia is a different story of course.

Before the Tesla cult came around I never even heard about a "best selling car". Maybe it was a side note in car magazines once a year. But then the cultists (and media) couldn't shut up about the "bEsT sElLiNg CaR", as if that was more important than total sales. It's like comparing a hot dog stand with sold out restaurants and saying it sells more hotdogs than the restaurants sell any particular meal, therefore it must be worth more than all the restaurants combined. :\[

I was visiting Germany earlier this year and one of the companies (a global player in the food equipment industry) issued a decree - No Teslas as company cars and all employees driving Tesla company cars had to arrange the the transport department, to start replacing all of their cars by end of August with non-Tesla cars. They had only been supplying EVs as company cars for 3 years already. New company cars are still all EVs but no Swastikars. I’m not sure if the company owned these cars given as company cars or leased them but the folks I asked said there were over 8,000 cars in their fleet across 5 cities.

The wildest things are the numbers for Model X and Model S. They’re competing in numbers with Lucid and Lotus. I‘d be surprised if they reach triple digits this year. IIRC they even stopped selling them in some countries because they’re dead. Nobody is buying this when you can get a Model 3/Y that fills 90% of what they do. The now basically make 1,5 different cars (as Y and 3 are so similar) and that’s the „most valuable“ car brand. Absolutely insane.

Second BEST?! Ok?!

If they are making now any announcement about stopping the expansion of the Berlin factory, they will practically commit suicide in front of the stock exchange. It will cost them less to increase the production capacity to a number that will never become true vs losing half of their overinflated market value on the stock exchange

As a person that I know that showing just percentages instead of real numbers has no meaning, I would prefer to see the real numbers instead. A growth of 2700% could also mean that they went up from 10 cars to 270 (which is in real world figures is still lame)

NIO is not premium. They just pretend to be one just because their car is full of gadgets (another spoiler here: all EVs are full of gadgets now) and they offer BaaS which was a hype 3 years ago but nowadays just an inconvenience (no battery exchange stations) and a reason to increase the price of the car by 30%.

Xai is apparently burning/spending 1 billion a month in capex and costs related to their expansion and training. So they need all the money from their fundraising, especially if the economy crashes. Musk seems to be great at organizing these financial matters so I'm never too worried about him. I think he'll merge x, xai x into the Tesla to bury or hide all the stupid valuations issues if Tesla (and x + xai). That he can stop worrying about having to brag about the imminent takeover of the world by robo taxis. Just let them continue failing and growing at a snail's pace while he hypes evermore on AI stuff to keep the price up and hope that XAI eventually build something useful.

Ach, wie schade. NOT 🤣.

That’s the fun part. Elon was sucking up to low-income AfD voters who mostly hate EVs. What was he thinking? He literally destroyed the Tesla brand in most Western countries over the past 6-12 months. And, astonishingly, Tesla’s puppet Board of Directors just awarded him a giant bonus package at $25-30 BILLION for this disaster.. PS: AfD mostly is the equivalent of Midwest MAGA diehards in the US. These people certainly won’t buy his Cybertruck or any other EV either.

I thought it was 25 bajillion cars sold on Mars by 2023. 🤔

We're trying. But with many more people now considering the switch to electric cars, it's hard to maintain the downward momentum for the only manufacturer with lots full of them. Everyone else seems to be struggling to meet demand.

Teslas market evaluation was always crazy, but currently it's completely baffling. Whotf still thinks Tesla can become the dominant force in the new industry. Its clearly between the catching up all-timers and the new Chinese competitors. Tesla would be lucky to become an also-ran that gets to stay in business with a small share of the market, but that doesn't even explain 5% of the stocks value.