On 25 Feb 2025 at 20:37, John Lussmyer via EV wrote: > You also need to take into account that Tesla is currently making a big > change to their best selling EV, the Model Y. > Production lines at all 4 factories are currently being changed, and > aren't producing the old version. > > This does reduce sales considerably.
Averaged across Europe, January sales were down 45% YOY. They were off 63% YOY in France. Ouch. Tesla have more model 3 and model Y inventory on hand in Europe than they had a year ago, so it doesn't seem to be an inventory shortage problem. https://tesla-info.com/blog/inventory-stats-regional/Europe?q=4 Tesla New Inventory Counts, aggregated at a Europe level Last updated 26-Feb-2025 Model 3 : 2045 (-91 or -4.2% on last quarter) (+837 or 69.2% on last year) Model Y : 2110 (-409 or -16.2% on last quarter) (+311 or 17.2% on last year) I can see that potential buyers might be waiting until they can get the updated mY, but you'd think that Tesla could clear out the old models at reduced prices to keep sales going. I'm sure you know more about Tesla's policies and practices than I do. David Roden, EVDL moderator & general lackey To reach me, don't reply to this message; I won't get it. Use my offlist address here : http://evdl.org/help/index.html#supt = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = If economists wished to study the horse, they wouldn't go and look at horses. They'd sit in their studies and say to themselves, "What would I do if I were a horse?" -- Ely Devons = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = _______________________________________________ Address messages to ev@lists.evdl.org No other addresses in TO and CC fields HELP: http://www.evdl.org/help/
