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Tesla’s European problems are not over. Some countries have already reported their March delivery numbers,, and despite the new Model Y, Tesla’s electric car sales decline is deepening in some European countries.

In the first two months of 2025, Tesla had a terrible performance in Europe.

Last week, we reported that Tesla’s sales were down 43% compared to 2024, which was already a bad year for Tesla. On top of that, electric vehicle sales were up 31%.

In March, Tesla started to deliver the updated Model Y, which many hope will help Tesla turn things around.

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The early data from countries that already reported their March numbers is not looking good:

  • France reports 3,159 Tesla deliveries in March – down 37% from March 2024 and down 41% in Q1
  • Netherlands reports 1,536 Tesla deliveries in March – down 61% from March 2024 and down 50% in Q1
  • Sweden reports 911 Tesla deliveries in March – down 64% from March 2024 and down 55% in Q1
  • Austra reports 815 Tesla deliveries in March – down 34% from March 2024 and down 48% in Q1
  • Portugal reports 1,209 Tesla deliveries in March – up 2% from March 2024 and down 26% in Q1
  • Norway reports 2,211 Tesla deliveries in March – down 1% from March 2024 and down 25% in Q1

While Tesla started deliveries of the new Model Y and benefited from a few weeks of orders in March, it hasn’t delivered the new RWD version of the updated Model Y, which should help sales to a certain degree.

The question is how much and for how long.

In China, where all versions of the new Model Y are already available, Tesla has already had to introduce incentives to help sales.

Electrek’s Take

There’s no doubt that brand damage is having an effect on Tesla in Europe, it is just difficult to gauge because of the Model Y changeover effect on top of it.

Tesla shareholders like to downplay the brand damage, but they often forget that the Model Y changeover is not all bad for Tesla’s deliveries in Q1. Tesla had a significant inventory of the old Model Y, which it heavily discounted, and the new Model Y deliveries in March benefited from a few weeks of taking orders since January.

Q2 should give us a better idea, but even then, RWD deliveries are expected to start halfway through the quarter. Q3 should give us the best idea of Tesla’s situation in Europe, but that’s quite far away.

In the meantime, some numbers still need to come from Europe, but it looks like Tesla’s sales will be down about 40% in Q1 compared to 2024, which was already a down year for Tesla in Europe.

I expect more than half of that to be due to brand issues, and the rest is due to the Model Y changeover.

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Massive fire breaks out at Chevron oil refinery in California

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Massive fire breaks out at Chevron oil refinery in California

An aerial view of Chevron crews attempting to extinguish a large fire and explosion that occurred at Chevron Refinery in El Segundo Thursday, Oct. 2, 2025.

Allen J. Schaben | Los Angeles Times | Getty Images

A huge fire broke out on Thursday night at a Chevron jet fuel production unit in California, one of the largest refineries on the U.S. west coast, following reports of an explosion.

No injuries were reported from the incident at the El Segundo plant, Chevron said on Friday, with the U.S. energy major’s fire department personnel and emergency services “actively responding” to the situation.

It was not immediately clear what caused the blaze.

“All refinery personnel and contractors have been accounted for and there are no injuries,” Chevron said in a statement, according to NBC.

“No evacuation orders for area residents have been put in place by emergency response agencies monitoring the incident, and no exceedances have been detected by the facilities fence line monitoring system,” the company added.

This is breaking news. Please refresh for updates.

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Tesla’s ‘more affordable’ Model Y spotted uncamouflaged on highway

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Tesla's 'more affordable' Model Y spotted uncamouflaged on highway

What looks to be Tesla’s long-rumored “more affordable model” has been spotted testing on a highway, without any camouflage. But before you get too excited, it’s just a Model Y with some cheaper parts – and a price that’s not much different than we’ve seen on other Teslas.

For many years, Tesla had planned to build a much more affordable vehicle, starting around $25k. This vehicle was nicknamed the “Model 2,” and would have offered the most affordable entry point into the EV market, at least in the West.

But that project was abruptly canceled by Tesla CEO Elon Musk as first reported by Reuters and immediately denied by Musk. Reuters was later shown to be correct in its report, as many who follow Tesla might have expected, given Musk’s constant overpromising (and often outright lies).

In its place, Tesla started offering vague promises about “more affordable models,” starting in its Q1 report in April 2024. Tesla later specified that these would enter production in the first half of 2025.

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The language Tesla used suggested that the cheaper vehicles would be new models, which means more than one model, and not just based on a current Tesla model. But we reported that this was unlikely to be the case, and that the new models would just be a stripped-down Model Y.

The first-half deadline Tesla set came and went, but on Tesla’s Q2 call, it said that “first builds” were produced in June. On the same call, Musk said that the “new affordable model” is… the Model Y.

We first saw the “more affordable” Model Y out and about in Chinese spy shots, which included exterior videos and even a peek at the interior. However, in those spy shots, the front and rear of the vehicle were covered with camouflage, suggesting that there would be some changes in those areas Tesla didn’t want to leak yet.

Tesla doesn’t seem to mind those leaks anymore (especially after a low-res website leak), as a Model Y was spotted driving on the highway with no camouflage whatsoever, offering a look into what Tesla was hiding underneath those covers.

The pictures were posted to reddit by Fantastic_Train_7270, and show a Model Y with Florida manufacturer plates.

The nicely clear front end photos show that the car is missing the front light bar that was added with the Juniper refresh, instead reverting to separate headlights – though both are quite narrow, like the headlights on the Juniper.

The rear end is also missing its light bar, instead replaced by a horizontal black line. The line does not have the “T E S L A” badging, as the Juniper refresh has.

The model also has new aerodynamic wheels, which should help add a little range (and may make up for a smaller battery pack, though we don’t have information yet on whether battery size is part of the decontenting associated with the “more affordable” model).

Other than the lack of light bars, the front and rear look quite similar to the Juniper refresh. However, one concerning detail is that the rear trunk lid does not seem to fit snugly into the place it’s supposed to fit, instead encroaching onto the top of the plastic rear fascia.

We don’t know what might have caused this, but we do know that we’ve seen Model Ys with poor color matching on body panels before – but that’s a lot less of a problem than a body panel that seems to be misaligned by the better part of an inch, visible from a longish distance shot on a highway.

Of course, it’s just a prototype, but this is also the reason prototypes have camouflage, so the public can’t see fiddly bits like this ahead of release.

While these photos don’t show us anything of the interior, information from a recent software update gives us some hints as to what has been removed. In addition to removing the glass roof, coat hooks and 8″ rear screen (as could be seen in the Chinese spy shots), the software update suggests that the Model Y will have no ambient LED lights, single-axis seat controls, and simpler air vents.

The fact that this vehicle was spotted without camouflage, alongside the fact that this vehicle has shown up in recent software updates, suggests that release may be imminent. We had expected that it might be released in China first as has been the case with some other Tesla models lately, but the vehicle’s presence on US roads means that it might see a release here soon too.

And if it is releasing soon, it would be at an important time. Tesla just had its first positive sales quarter in some time, but that was primarily due to the expiration of the $7,500 US EV tax credit, which pulled forward demand. That means Teslas are now going to be $7,500 more expensive for US buyers, as of yesterday. So anything Tesla can do to cut prices will be a big deal.

We don’t know for certain how much cheaper the “more affordable” Model Y will be, but estimates (and a leak) suggest a base price of $40k – so, a savings of $5k over the current $45k base price, or $2,500 under the current base price of the Model 3, neither of which are as low as the lowest prices we’ve seen Teslas sell for before. Quite a far shout from the actually affordable $25,000 car we were all promised for so long.

Also, that price would still be a $2,500 price increase compared to the deal which was available just two days ago, before tax credit expiry. And Tesla has its own CEO to thank for that price hike, given he unwisely spent $200 million campaigning for the anti-EV forces that are now making his company’s products less affordable.


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EV Apocalypse PART TWO | BMW and Jeep deals, Tesla shareholder revolt

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EV Apocalypse PART TWO | BMW and Jeep deals, Tesla shareholder revolt

On today’s surprising episode of Quick Charge, Tesla had its first good sales quarter in a while as the EV tax credit expiration spiked demand, but a number of big shareholders still want Elon gone! Press play to find out why!

We’re also highlighting new EV deals from BMW and Jeep – but it’s not all rosy news for Stellantis’ EV fans. The eagerly anticipated, ultra-fast Banshee edition may never see the light of day.

Today’s episode is brought to you by Climate XChange, a nonpartisan, nonprofit organization working to help states pass effective, equitable climate policies. The nonprofit just kicked off its 10th annual EV raffle, where participants have multiple opportunities to win their dream EV.

Visit CarbonRaffle.org/Electrek to learn more!

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Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple PodcastsSpotifyTuneIn, and our RSS feed for Overcast and other podcast players.

New episodes of Quick Charge are recorded, usually, Monday through Thursday (most weeks, anyway). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.

Got news? Let us know!
Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.

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