Now, we get Tesla’s registration numbers for April, and the automaker delivered only 203 vehicles despite having plenty of old Model Ys in inventory and deliveries of the new Model Y AWD.
So far in 2025, Tesla has delivered an average of 533 vehicles per month, down 71% from last year.
This amounts to a demand collapse for Tesla in the country despite the new Model Y AWD being available for the last two months and deliveries available within days.
Tesla is still stuck with a decent amount of inventory of the old Model Y in Sweden despite having stopped production over 2 months ago.
The only hope for Tesla right now is the start of deliveries of the new Model Y RWD next month. As you can imagine, RWD vehicles are not super popular in the Swedish market. AWD vehicles account for the majority of sales.
Electrek’s Take
71% drop in average monthly deliveries in 2025 versus 2024. This is scary stuff and completely unsustainable. Unfortunately, I would even anticipate layoffs for Tesla advisors and delivery staff in the country.
With sales down to just a few hundred monthly units, it can’t justify the same sales staff as last year.
Tesla is being squeezed out of Europe at a pace few people saw coming.
The automaker has introduced lower interest rates to help with demand, but it’s certainly not enough.
Sales should be bad but not disastrous by the end of Q2, due to Model Y RWD helping a bit. The real test will be Q3, when everything should be back to normal in terms of the availability of Tesla’s lineup and there’s no backlog of demand for people waiting for their specific trim.
If Q3 turns out as bad as the first half of 2025, Tesla is basically done in Europe. it will be a small niche automaker rather than the growing market leader it was just 2 years ago.
FTC: We use income earning auto affiliate links.More.