Last week, we reported that Tesla CEO Elon Musk claimed “every manufacturer” is experiencing demand problems in Europe, with “no exception.” As we can see from the ACEA data, that’s not true. The Volkswagen Group, Renault, BMW, and SAIC are all up year-to-date and in April. Tesla’s problems persist into May. The data coming from European markets that report daily car registration shows that Tesla’s Q2 is still tracking barely above Q1 and significantly below Q2 2024: In Q1 2025, Tesla blamed its poor performance on the Model Y changeover, but it doesn’t have this excuse in Q2. The automaker is currently offering record discounts and incentives to buy in most markets, including Europe. It also has its new Model Y available, but it is clear that Tesla is suffering from demand problem as its sales are down in virtually all markets. Electrek’s Take The narrative that everyone is having demand problems in Europe is not true, mainly when you focus on battery-electric vehicles. Sales are way up. Tesla is the exception in BEVs.