Tesla’s European Collapse: Political Backlash Meets Market Reality
Tesla's December deliveries cratered 66% in France and 71% in Sweden year-over-year, capping a disastrous 2025 that saw European registrations plummet 28% despite broader EV market growth of 27%. Only Norway remained loyal—5,679 new Teslas hit its roads last month, buoyed by the country's 96% EV adoption rate.
The collapse extends beyond competitive pressures. Elon Musk's overt endorsements of far-right politicians triggered customer defections across Germany and the UK. Brand erosion now complicates Tesla's European strategy as regulators continue blocking Full Self-Driving deployments continent-wide.
Musk's gamble on FSD looks increasingly precarious. With European authorities withholding approval, Tesla faces a regulatory standoff while rivals capitalize on its political baggage. The Norway anomaly proves demand exists—but only where infrastructure and ideology align.
