As 2025 begins, Tesla faces significant challenges with a sharp drop in sales in Europe and China. Elon Musk's actions continue to impact the company, threatening its stability.
Decline in Sales in Europe and China
In January 2025, new Tesla registrations in Europe fell by 45% compared to January 2024, with further declines in February. In China, shipments of Chinese-made Tesla vehicles dropped by more than 49%. Meanwhile, sales in the UK and Australia rose by 21%.
Intense Competition in the EV Market
Tesla faces growing competition from traditional carmakers and new companies like BYD, Xpeng, and Nio. While competitive brands continue to expand, Tesla remains under pressure, despite Musk's promises of robotaxi and other innovations.
Leadership and Musk's Influence on Tesla
Elon Musk, juggling several projects including social media and space company SpaceX, is criticized for lack of focus on Tesla. Experts point to the need for new leadership that can dedicate itself entirely to the automotive business.
Tesla may soon need a change in strategy and leadership to maintain competitiveness in the market and restore stability, although investors are not yet calling for major changes.
