Inicio BYD Tesla’s European Sales Drop 17% in January, 13th Straight Monthly Decline

Tesla’s European Sales Drop 17% in January, 13th Straight Monthly Decline

Tesla's European Sales Drop 17% in January, 13th Straight Monthly Decline

Feb 24, 2026

Tesla‘s electric vehicle registrations (a proxy for sales) in Europe fell to just 8,075 units in January, a 17% drop compared to a year ago. This marks the 13th straight month of sales declines for Tesla. It follows a brutal year for the EV maker on the continent, with Tesla sales tumbling 27% in 2025.

Meanwhile, total EV registrations in the region, which includes the UK and the European Free Trade Association, rose 13.9% in January, while overall registrations regardless of powertrain were down 3.5%.

BYD Gains Significant Ground

Meanwhile, Tesla’s Chinese competitor BYD, which sells a mix of pure EVs and hybrids, reported sales in Europe jumped 165% to 18,242 units. BYD’s sales in Europe have soared every month since ACEA began including the company in its data last summer.

While EV sales have slumped somewhat in the US, cheap EVs and hybrids are flourishing in the EU, especially from Chinese automakers like BYD and Li Auto. As for Tesla, the company’s lack of new products, such as a cheaper EV, is also hurting sales, leaving it with no competition against inexpensive Chinese imports.

Challenges in Autonomous Strategy

Tesla, which just killed off its more expensive Model S and Model X EVs, is betting on a future of full self-driving cars, robotaxis, and Optimus robots to fuel future growth. The company’s overall global sales dropped 9% last year after slipping 1% in 2024.

Last week, Tesla’s first Cybercab — a purpose-built robotaxi with no pedals or steering wheel — rolled off the assembly line at Giga Texas in Austin, Texas. While the product hit its production timeline of the first half of 2026, Tesla’s autonomous pursuits have stagnated somewhat. The company’s robotaxi rollout has stalled so far in Austin and the San Francisco Bay Area, with no new locations launched thus far in 2026. In addition, new crash data submitted to NHTSA suggests the company’s robotaxis are less safe than human drivers based on crash incident statistics.

In the US, domestic automakers like Tesla have been insulated from Chinese competition, at least thus far. Automakers, including Ford, are reportedly discussing ways to build Chinese vehicles in the US via joint ventures. Stellantis is already working with China’s Leapmotor on co-developed vehicles as well.

Source: IndexBox Market Intelligence Platform

This report provides a comprehensive view of the passenger car industry in Europe, tracking demand, supply, and trade flows across the regional value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory standards on supply.

Beyond headline metrics, the study benchmarks prices, margins, and trade routes so you can see where value is created and how it moves between exporters and importers within Europe. The analysis is designed to support strategic planning, market entry, portfolio prioritization, and risk management in the passenger car landscape in Europe.

Quick navigation

Key findings

  • Regional demand is shaped by both household and industrial usage, with trade flows linking supply hubs to import-reliant countries.
  • Pricing dynamics reflect unit values, freight costs, exchange rates, and regulatory shifts that affect sourcing decisions.
  • Supply depends on input availability and production efficiency, creating distinct cost curves across Europe.
  • Market concentration varies by country, creating different competitive landscapes and entry barriers.
  • The 2035 outlook highlights where capacity investment and demand growth are most aligned within the region.

Report scope

The report combines market sizing with trade intelligence and price analytics for Europe. It covers both historical performance and the forward outlook to 2035, allowing you to compare cycles, structural shifts, and policy impacts across countries and sub-regions.

  • Market size and growth in value and volume terms
  • Consumption structure by end-use segments and countries
  • Production capacity, output, and cost dynamics
  • Regional trade flows, exporters, importers, and balances
  • Price benchmarks, unit values, and margin signals
  • Competitive context and market entry conditions

Product coverage

  • Prodcom 29102100 – Vehicles with spark-ignition engine of a cylinder capacity. 1 .500 cm., new
  • Prodcom 29102230 – Motor vehicles with a petrol engine > 1 .500 cm. (including motor caravans of a capacity > 3 .000 cm.) (excluding vehicles for transporting . .10 persons, snowmobiles, golf cars and similar vehicles)
  • Prodcom 29102250 – Motor caravans with a spark-ignition internal combustion reciprocating piston engine of a cylinder capacity > 1 .500 cm. but . 3 .000 cm.
  • Prodcom 29102310 – Motor vehicles with a diesel or semi-diesel engine . 1 .500 cm. (excluding vehicles for transporting . .10 persons, s nowmobiles, golf cars and similar vehicles)
  • Prodcom 29102330 – Motor vehicles with a diesel or semi-diesel engine > 1 .500 cm. but . 2 .500 cm. (excluding vehicles for transporting . .10 persons, motor caravans, snowmobiles, golf cars and similar vehicles)
  • Prodcom 29102340 – Motor vehicles with a diesel or semi-diesel engine > 2 .500 cm. (excluding vehicles for transporting . .10 persons, motor caravans, snowmobiles, golf cars and similar vehicles)
  • Prodcom 29102353 – Motor caravans with a compression-ignition internal combustion piston engine (diesel or semi-diesel) of a cylinder capacity > 1 .500 cm. but . 2 .500 cm.
  • Prodcom 29102355 – Motor caravans with a compression-ignition internal combustion piston engine (diesel or semi-diesel) of a cylinder capacity > 2 .500 cm.
  • Prodcom 29102400 – Other motor vehicles for the transport of persons (excluding vehicles for transporting . .10 persons, snowmobiles, golf cars and similar vehicles)
  • Prodcom 29102410 – Motor vehicles, with both spark-ignition or compression-ignition internal combustion piston engine and electric motor as motors for propulsion, other than those capable of being charged by plugging to external source of electric power
  • Prodcom 29102430 – Motor vehicles, with both spark-ignition or compression-ignition internal combustion piston engine and electric motor as motors for propulsion, capable of being charged by plugging to external source of electric power
  • Prodcom 29102450 – Motor vehicles, with only electric motor for propulsion
  • Prodcom 29102490 – Other motor vehicles for the transport of persons (excluding vehicles with only electric motor for propulsion , vehicles for transporting u2265 10 persons, snowmobiles, golf cars and similar vehicles)

Country coverage

Country profiles and benchmarks

For the regional report, country profiles provide a consistent view of market size, trade balance, prices, and per-capita indicators across Europe. The profiles highlight the largest consuming and producing markets and allow direct benchmarking across peers.

Methodology

The analysis is built on a multi-source framework that combines official statistics, trade records, company disclosures, and expert validation. Data are standardized, reconciled, and cross-checked to ensure consistency across time series.

  • International trade data (exports, imports, and mirror statistics)
  • National production and consumption statistics
  • Company-level information from financial filings and public releases
  • Price series and unit value benchmarks
  • Analyst review, outlier checks, and time-series validation

All data are normalized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons across time are aligned and actionable.

Forecasts to 2035

The forecast horizon extends to 2035 and is based on a structured model that links passenger car demand and supply to macroeconomic indicators, trade patterns, and sector-specific drivers. The model captures both cyclical and structural factors and reflects known policy and technology shifts within Europe.

  • Historical baseline: 2012-2025
  • Forecast horizon: 2026-2035
  • Scenario-based sensitivity to income growth, substitution, and regulation
  • Capacity and investment outlook for major producing countries

Each country projection is built from its own historical pattern and the regional context, allowing the report to show where growth is concentrated and where risks are elevated.

Price analysis and trade dynamics

Prices are analyzed in detail, including export and import unit values, regional spreads, and changes in trade costs. The report highlights how seasonality, freight rates, exchange rates, and supply disruptions influence pricing and margins.

  • Price benchmarks by country and sub-region
  • Export and import unit value trends
  • Seasonality and calendar effects in trade flows
  • Price outlook to 2035 under baseline assumptions

Profiles of market participants

Key producers, exporters, and distributors are profiled with a focus on their operational scale, geographic footprint, product mix, and market positioning. This helps identify competitive pressure points, partnership opportunities, and routes to differentiation.

  • Business focus and production capabilities
  • Geographic reach and distribution networks
  • Cost structure and pricing strategy indicators
  • Compliance, certification, and sustainability context

How to use this report

  • Quantify regional demand and identify the most attractive country markets
  • Evaluate export opportunities and prioritize target destinations
  • Track price dynamics and protect margins
  • Benchmark performance against regional competitors
  • Build evidence-based forecasts for investment decisions

This report is designed for manufacturers, distributors, importers, wholesalers, investors, and advisors who need a clear, data-driven picture of passenger car dynamics in Europe.

FAQ

What is included in the passenger car market in Europe?

The market size aggregates consumption and trade data at country and sub-regional levels, presented in both value and volume terms.

How are the forecasts to 2035 built?

The projections combine historical trends with macroeconomic indicators, trade dynamics, and sector-specific drivers.

Does the report cover prices and margins?

Yes, it includes export and import unit values, regional spreads, and a pricing outlook to 2035.

Which countries are profiled in detail?

The report provides profiles for the largest consuming and producing countries in Europe.

Can this report support market entry decisions?

Yes, it highlights demand hotspots, trade routes, pricing trends, and competitive context.

  1. 1. INTRODUCTION

    Making Data-Driven Decisions to Grow Your Business

    1. REPORT DESCRIPTION
    2. RESEARCH METHODOLOGY AND THE AI PLATFORM
    3. DATA-DRIVEN DECISIONS FOR YOUR BUSINESS
    4. GLOSSARY AND SPECIFIC TERMS
  2. 2. EXECUTIVE SUMMARY

    A Quick Overview of Market Performance

    1. KEY FINDINGS
    2. MARKET TRENDS This Chapter is Available Only for the Professional EditionPRO
  3. 3. MARKET OVERVIEW

    Understanding the Current State of The Market and its Prospects

    1. MARKET SIZE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. CONSUMPTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    3. MARKET FORECAST TO 2035
  4. 4. MOST PROMISING PRODUCTS FOR DIVERSIFICATION

    Finding New Products to Diversify Your Business

    1. TOP PRODUCTS TO DIVERSIFY YOUR BUSINESS
    2. BEST-SELLING PRODUCTS
    3. MOST CONSUMED PRODUCTS
    4. MOST TRADED PRODUCTS
    5. MOST PROFITABLE PRODUCTS FOR EXPORT
  5. 5. MOST PROMISING SUPPLYING COUNTRIES

    Choosing the Best Countries to Establish Your Sustainable Supply Chain

    1. TOP COUNTRIES TO SOURCE YOUR PRODUCT
    2. TOP PRODUCING COUNTRIES
    3. TOP EXPORTING COUNTRIES
    4. LOW-COST EXPORTING COUNTRIES
  6. 6. MOST PROMISING OVERSEAS MARKETS

    Choosing the Best Countries to Boost Your Export

    1. TOP OVERSEAS MARKETS FOR EXPORTING YOUR PRODUCT
    2. TOP CONSUMING MARKETS
    3. UNSATURATED MARKETS
    4. TOP IMPORTING MARKETS
    5. MOST PROFITABLE MARKETS
  7. 7. PRODUCTION

    The Latest Trends and Insights into The Industry

    1. PRODUCTION VOLUME AND VALUE: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. PRODUCTION BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
  8. 8. IMPORTS

    The Largest Import Supplying Countries

    1. IMPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. IMPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    3. IMPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
  9. 9. EXPORTS

    The Largest Destinations for Exports

    1. EXPORTS: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    2. EXPORTS BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
    3. EXPORT PRICES BY COUNTRY: HISTORICAL DATA (2012–2025) AND FORECAST (2026–2035)
  10. 10. PROFILES OF MAJOR PRODUCERS

    The Largest Producers on The Market and Their Profiles

  11. 11.

    PRO

    1. 11.1

      Albania

      • Market Size
      • Production
      • Imports
      • Exports
    2. 11.2

      Andorra

      • Market Size
      • Production
      • Imports
      • Exports
    3. 11.3

      Austria

      • Market Size
      • Production
      • Imports
      • Exports
    4. 11.4

      Belarus

      • Market Size
      • Production
      • Imports
      • Exports
    5. 11.5

      Belgium

      • Market Size
      • Production
      • Imports
      • Exports
    6. 11.6

      Bosnia and Herzegovina

      • Market Size
      • Production
      • Imports
      • Exports
    7. 11.7

      Bulgaria

      • Market Size
      • Production
      • Imports
      • Exports
    8. 11.8

      Croatia

      • Market Size
      • Production
      • Imports
      • Exports
    9. 11.9

      Czech Republic

      • Market Size
      • Production
      • Imports
      • Exports
    10. 11.10

      Denmark

      • Market Size
      • Production
      • Imports
      • Exports
    11. 11.11

      Estonia

      • Market Size
      • Production
      • Imports
      • Exports
    12. 11.12

      Faroe Islands

      • Market Size
      • Production
      • Imports
      • Exports
    13. 11.13

      Finland

      • Market Size
      • Production
      • Imports
      • Exports
    14. 11.14

      France

      • Market Size
      • Production
      • Imports
      • Exports
    15. 11.15

      Germany

      • Market Size
      • Production
      • Imports
      • Exports
    16. 11.16

      Gibraltar

      • Market Size
      • Production
      • Imports
      • Exports
    17. 11.17

      Greece

      • Market Size
      • Production
      • Imports
      • Exports
    18. 11.18

      Holy See

      • Market Size
      • Production
      • Imports
      • Exports
    19. 11.19

      Hungary

      • Market Size
      • Production
      • Imports
      • Exports
    20. 11.20

      Iceland

      • Market Size
      • Production
      • Imports
      • Exports
    21. 11.21

      Ireland

      • Market Size
      • Production
      • Imports
      • Exports
    22. 11.22

      Italy

      • Market Size
      • Production
      • Imports
      • Exports
    23. 11.23

      Latvia

      • Market Size
      • Production
      • Imports
      • Exports
    24. 11.24

      Lithuania

      • Market Size
      • Production
      • Imports
      • Exports
    25. 11.25

      Luxembourg

      • Market Size
      • Production
      • Imports
      • Exports
    26. 11.26

      North Macedonia

      • Market Size
      • Production
      • Imports
      • Exports
    27. 11.27

      Malta

      • Market Size
      • Production
      • Imports
      • Exports
    28. 11.28

      Moldova

      • Market Size
      • Production
      • Imports
      • Exports
    29. 11.29

      Montenegro

      • Market Size
      • Production
      • Imports
      • Exports
    30. 11.30

      Netherlands

      • Market Size
      • Production
      • Imports
      • Exports
    31. 11.31

      Norway

      • Market Size
      • Production
      • Imports
      • Exports
    32. 11.32

      Poland

      • Market Size
      • Production
      • Imports
      • Exports
    33. 11.33

      Portugal

      • Market Size
      • Production
      • Imports
      • Exports
    34. 11.34

      Romania

      • Market Size
      • Production
      • Imports
      • Exports
    35. 11.35

      Russia

      • Market Size
      • Production
      • Imports
      • Exports
    36. 11.36

      San Marino

      • Market Size
      • Production
      • Imports
      • Exports
    37. 11.37

      Serbia

      • Market Size
      • Production
      • Imports
      • Exports
    38. 11.38

      Slovakia

      • Market Size
      • Production
      • Imports
      • Exports
    39. 11.39

      Slovenia

      • Market Size
      • Production
      • Imports
      • Exports
    40. 11.40

      Spain

      • Market Size
      • Production
      • Imports
      • Exports
    41. 11.41

      Sweden

      • Market Size
      • Production
      • Imports
      • Exports
    42. 11.42

      Switzerland

      • Market Size
      • Production
      • Imports
      • Exports
    43. 11.43

      Ukraine

      • Market Size
      • Production
      • Imports
      • Exports
    44. 11.44

      United Kingdom

      • Market Size
      • Production
      • Imports
      • Exports
    45. 11.45

      Liechtenstein

      • Market Size
      • Production
      • Imports
      • Exports
    46. 11.46

      Isle of Man

      • Market Size
      • Production
      • Imports
      • Exports
    47. 11.47

      Monaco

      • Market Size
      • Production
      • Imports
      • Exports
  12. LIST OF TABLES

    1. Key Findings In 2025
    2. Market Volume, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    3. Market Value: Historical Data (2012–2025) and Forecast (2026–2035)
    4. Per Capita Consumption, by Country, 2022–2025
    5. Production, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    6. Imports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    7. Imports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    8. Import Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    9. Exports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    10. Exports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    11. Export Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
  13. LIST OF FIGURES

    1. Market Volume, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    2. Market Value: Historical Data (2012–2025) and Forecast (2026–2035)
    3. Consumption, by Country, 2025
    4. Market Volume Forecast to 2035
    5. Market Value Forecast to 2035
    6. Market Size and Growth, By Product
    7. Average Per Capita Consumption, By Product
    8. Exports and Growth, By Product
    9. Export Prices and Growth, By Product
    10. Production Volume and Growth
    11. Exports and Growth
    12. Export Prices and Growth
    13. Market Size and Growth
    14. Per Capita Consumption
    15. Imports and Growth
    16. Import Prices
    17. Production, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    18. Production, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    19. Production, by Country, 2025
    20. Production, In Physical Terms, by Country: Historical Data (2012–2025) and Forecast (2026–2035)
    21. Imports, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    22. Imports, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    23. Imports, In Physical Terms, By Country, 2025
    24. Imports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    25. Imports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    26. Import Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    27. Exports, In Physical Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    28. Exports, In Value Terms: Historical Data (2012–2025) and Forecast (2026–2035)
    29. Exports, In Physical Terms, By Country, 2025
    30. Exports, In Physical Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    31. Exports, In Value Terms, By Country: Historical Data (2012–2025) and Forecast (2026–2035)
    32. Export Prices, By Country: Historical Data (2012–2025) and Forecast (2026–2035)