Tesla’s registration numbers for November 2025 are starting to roll in for European markets, and they paint a stark picture: demand is still collapsing in nearly every major market, with one massive exception that is propping up the entire region.
According to registration data tracked by Electrek, Tesla’s volumes in key European markets are down 12.3% year-over-year.
At first glance, the 12% decline in November might sound like good news, given Tesla’s sales in Europe have been declining by 30% to 40% each month all year, but it doesn’t tell the whole story.
If you exclude Norway, where a specific tax-incentive change is pushing demand forward, Tesla’s sales in the rest of Europe have plummeted by 36.3% – in line with the year-long decline.
The Norway anomaly vs. the reality
We have been tracking Tesla’s difficult year in Europe for months now, but November’s data shows an unprecedented divergence.
In Norway, Tesla registrations skyrocketed 175% year-over-year to 6,215 units. This massive surge is due to buyers rushing to beat new EV tax changes expected in 2026, which would eliminate tax benefits for more expensive EVs, including virtually all of Tesla’s vehicles.
Norway alone accounted for over 35% of the total tracked volume this month.
Everywhere else, however, the floor is falling out.
Major volume markets are seeing declines of 40-60%:
- France: Down 57.8% (1,593 units)
- Sweden: Down 59.3% (588 units)
- Netherlands: Down 43.5% (1,627 units)
- Germany: Down 20.2% (1,763 units)
Italy remains the only other bright spot with 58.5% growth, but the volume (1,281 units) is too small to offset the crashes in France and Germany. Unlike Norway, where sales are booming as incentives expire, Tesla’s sales in Italy surged due to a new EV incentive.
It sent Tesla’s sales surging 58%, compared with the broader EV industry, which rose 170% in November due to the new incentives.
Here is the full breakdown of the markets reporting so far:
| Market | Nov 2025 | Nov 2024 | Change (Vol) | Change (%) |
| Norway | 6,215 | 2,258 | +3,957 | +175.2% |
| Germany | 1,763 | 2,208 | -445 | -20.2% |
| Netherlands | 1,627 | 2,881 | -1,254 | -43.5% |
| France | 1,593 | 3,774 | -2,181 | -57.8% |
| Spain | 1,523 | 1,669 | -146 | -8.7% |
| Italy | 1,281 | 808 | +473 | +58.5% |
| Belgium | 998 | 1,691 | -693 | -41.0% |
| Sweden | 588 | 1,446 | -858 | -59.3% |
| Denmark | 534 | 1,054 | -520 | -49.3% |
| Portugal | 425 | 801 | -376 | -46.9% |
| Austria | 406 | 440 | -34 | -7.7% |
| Finland | 257 | 323 | -66 | -20.4% |
| Switzerland | 242 | 536 | -294 | -54.9% |
Electrek’s Take
A single market, Norway, is currently saving Tesla’s European sales, but that is clearly temporary. It simply pulled a lot of demand from Tesla’s sales in 2026.
When you strip out the Norway anomaly, a 36% drop in the rest of Europe shows that Tesla’s demand crisis is continuing in Europe.
We are seeing the compound effect of two problems we’ve discussed at length:
- Stale Lineup: The Model Y refresh is here, but it hasn’t been enough to stop buyers from defecting to newer, more competitively priced options from Chinese OEMs like BYD and legacy players who are starting to catch up with Tesla with increasingly more competitive offering.
- Brand Toxicity: As polls in Germany have shown, Elon Musk’s continued political polarization is actively driving away the core EV-buying demographic in Western Europe. You can see this most clearly in markets like France and Sweden, where the drop is nearly 60%.
Tesla needs more than just price cuts or minor refreshes to stop this bleeding. They need to address the brand issue, or 2026 will be a very long year for the company in Europe.
Keep in mind that those 2025 results are also being compared to Tesla’s 2024 performance, which was already down from 2023. This decline has been going on for 2 years now, it only accelerated in 2025.
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