Update: 4/29 6:02 pm est – Added comment from Troy Teslike, starts para. 4
The volume of Tesla inventory vehicles in Europe has spiked to its highest point this year, indicating the potential for another price cut.
Tesla has been finding a lot of success in the European market ever since it introduced its Model Y SUV to the continent, which has quickly become not only Tesla’s top seller in the region but the top-sold vehicle in many of Europe’s largest economies. Despite this success, Tesla saw a slight but noticeable decline in sales in the European market during the year’s first quarter. Now, trouble seems to continue for the American EV brand, which now sees a record number of inventoried vehicles in Europe.
The revelation regarding Tesla’s European inventory spike was posted on Twitter by Troy Teslike, who tracks Tesla sales and production.
Here is a chart that shows Tesla’s inventory in Europe over time (cars listed for sale on Tesla’s website): https://t.co/xbjD6sh8wm Supply is not an issue anymore. Therefore Q2 sales should give us a clear picture of demand
Europe sales:
• 94,819 in Q4 2022
• 93,784 in Q1 2023 pic.twitter.com/BxQm2bJX4P— Troy Teslike (@TroyTeslike) April 28, 2023
The results posted on Twitter show that Tesla has reached well above its record high for the year, primarily with units of Model 3s and Model Ys. However, a surprising number of Model Ss and Model Xs also seem to be accumulating.
In a comment to Teslarati, Troy Teslike laid out a couple of reasons Tesla may be experiencing a buildup of units in Europe. “I think the inventory buildup in Europe suggests a shift from being production-limited to demand-limited,” Teslike begins. “However, this doesn’t mean deliveries will be affected. It just means production exceeds demand.”
Teslike then points out that, thanks to Tesla’s continuing massive production ramp, a buildup of inventoried units has been slowly but surely creeping up on the automaker. “Tesla’s global production was higher than deliveries in the last four quarters. That resulted in an increase in inventory. Most of that inventory build-up happened in Europe.”
Tesla’s inventory at the end of Q1 was equal to 15 days of supply based on page 6 of Tesla’s shareholder letter https://t.co/n3wXWLqrHl Here is how that compares to other quarters.
Production was higher than deliveries in the last 4 quarters. pic.twitter.com/s5zc5s9Kgp
— Troy Teslike (@TroyTeslike) April 28, 2023
Concluding his statement, Teslike points to a specific source, Tesla Giga Shanghai. Thanks to Shanghai’s incredible production output, and Tesla’s uphill battle in China, excess units are ending up in Europe, but, according to Teslike, this may not be a bad thing. With added volume on the continent, the American automaker will be able to address demand quicker than ever, the only question is, will it be able to garner the necessary demand?
This strange inventory anomaly has attracted countless analysts besides Teslike, looking to find the stem of the issue. Does it stem from slowing demand for Tesla vehicles? Is it indicative of a slowing EV segment more generally? Is this issue just a symptom of more significant regional macroeconomic problems? Or, for the optimists, is this sudden spike even something worthy of concern?
It goes without saying that Europe, much like many other Western markets, has seen a good deal of economic turbulence in the first half of the year, including persistent high living costs, high inflation, and even the potential for bank collapse, however considering the success of other EV makers, this factor is unlikely the sole contributor.
Furthermore, with the dramatic uptick in EV sales seen at brands like Porsche, BMW, and Mercedes, it would be hard to believe that Tesla’s offerings suffer from a lack of affordability, especially as they already undercut these competitors by a substantial margin.
It should be noted that competition within the EV market, particularly in Europe, has gotten quite fierce with the entrance of countless new offerings, not only from the aforementioned luxury competitors of Tesla but also from Volkswagen, Renault, Peugeot, and Ford; brands that are all reasonably successful within the European affordable vehicle market outside of EV sales.
Tesla CEO Elon Musk has made it clear that Tesla’s pricing strategy, attempting to continue to lower prices to attract more customers, will continue well into the future. However, considering the current round of price cuts has still resulted in a record spike in inventory, it remains unclear if this will be the fix Tesla is looking for.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
News
Tesla Model Y Performance gets positive review from Swedish auto outlet
The refreshed Model Y Performance model receives unique bumpers, red brake calipers, new wheels, and a carbon fiber spoiler.

It appears that Tesla has created something special with the new Model Y Performance. The vehicle, which was released earlier late August, has started receiving rave reviews, some of it even from publications that tend to be critical of the EV maker and CEO Elon Musk.
Model Y Performance impressions
Swedish automotive outlet CarUp.se has given the updated Tesla Model Y Performance high marks, highlighting its redesigned sport seats as a standout improvement. Tesla implemented a number of key improvements to the Model Y Performance, such as its redesigned sports seats, which now feature powered thigh extensions like those found in the Model Y L from China.
To summarize, its review, the publication noted that “In addition to making you sit like a king, (the Model Y Performance) is also extremely fast at red lights.” The publication highlighted that “the exterior of the Tesla quickly reveals that it is a Tesla Performance model and there is no doubt that it is a really good-looking electric car.” This is quite impressive considering that the previous-generation Model Y Performance looked quite tame compared to the Model S and X Plaid and the Model 3 Performance.
Tweaks and improvements
The refreshed Model Y Performance model receives unique bumpers, red brake calipers, new wheels, and a carbon fiber spoiler, which together give the crossover a more athletic appearance. Performance badging and projection lighting further distinguish it from other Model Y variants. Inside, the upgraded front sport seats deliver noticeably improved support compared to the standard version, enhancing the vehicle’s balance of comfort and sportiness.
The new Model Y Performance deliver 460 horsepower and a top speed of 250 km/h, while consumption is listed at 16.2 kWh/100 km and range at 580 km WLTP. The crossover also benefits from adaptive suspension with preset damping modes. Manufactured at Gigafactory Berlin-Brandenburg, the Model Y Performance is currently available in Europe and the Middle East, with deliveries expected to start in the next 1-2 months.
News
Tesla Model Y leads sales rush in Norway in August 2025
The surge was led by the new Tesla Model Y, which has proven to be quite successful in the European country.

Tesla posted strong results in Norway this August. The surge was led by the new Tesla Model Y, which has proven to be quite successful in the European country.
Tesla’s excellent August
Data aggregated by TeslaStats.no suggested that Tesla saw 2,959 vehicle deliveries in August. This represents a notable 38.59% year-over-year increase compared to the 2,135 vehicles that were delivered by the electric vehicle maker in August 2024. Estimates from EU-EVs also indicated that Tesla sold 2,450 Model Ys in August 2025, making it the country’s top model.
Tesla’s domination in Norway was so notable that even with several days left in August, Swedish automotive outlet CarUp estimated that Tesla already held about 22% of the country’s auto market. This was very impressive considering that Tesla saw headwinds in Europe earlier this year due to the changeover to the New Model Y and negative sentiments about CEO Elon Musk.
Existing momentum
Tesla’s momentum in Norway has been notable for some time. In June, registrations rose 54% year-over-year, according to the Norwegian Road Federation (OFV). The Model Y was the standout, recording a 115% increase compared to the same month in 2023. Growth was even sharper in May, when Tesla sales surged 213%, CNBC noted.
Christina Bu, secretary general of the Norwegian EV Association (NEVA), attributed the brand’s success to the refreshed Model Y and its practical appeal. “I think it just has to do with the fact that they deliver a car which has quite a lot of value for money and is what Norwegians need,” Bu said. She pointed to features such as spacious cargo capacity, all-wheel drive, towing capability, higher ground clearance, intuitive digital systems, and Tesla’s established charging network as key factors.
News
Tesla dominates JD Power tech survey with double VW’s score, but gets no award
Tesla was not eligible for awards because the company did not “meet study award criteria.”

Tesla has emerged as the clear leader in JD Power’s latest technology survey, dominating with a score twice that of veteran automakers like Volkswagen.
This was despite Tesla not receiving any official awards in the survey due to eligibility issues.
Survey results
As per JD Power, its 2025 U.S. Tech Experience Index (TXI) Study collected responses from 76,230 owners of new 2025 model-year vehicles. This was the 10th year that the auto firm has conducted its study. Based on the raw scores of automakers in the survey, Tesla was the clear winner with a rating of 873 points out of 1,000. As noted in a CarUp report, Tesla’s ratings was more than twice as much as veteran automakers like Volkswagen or Toyota, which scored 432 and 436 points, respectively.
Rivian ranked second in the results with an impressive 730 points out of 1,000. That being said, JP Power noted in its press release that both Tesla and Rivian, the two highest-scoring automakers in its survey, are not eligible for awards because the companies do not “meet study award criteria.” In its report, CarUp alleged this criteria required automakers to be sold in all U.S. states.
As a result, Genesis was officially awarded the top rank in JD Power’s study despite its 538 score. Following Genesis was Cadillac, which received a score of 526, and Lincoln, which received a score of 523 out of 1,000.
Driver insights
According to JD Power, technology-related problems reported by drivers decreased by 6.3 per 100 vehicles compared to last year, contributing to a stronger user experience overall. Respondents identified automatic climate control as one of the most appreciated features, thanks to its ability to manage heating, ventilation, and air conditioning seamlessly.
“Smart technology not only seems to anticipate the driver’s needs but also reduces the cognitive workload and some of the difficulties that drivers face with digital systems,” said Kathleen Rizk, senior director of technology at JD Power.
Car wash mode, a feature meant to prepare vehicles for automated cleaning, was a frequent source of frustration due to its placement within infotainment menus. Drivers also voiced concerns over recognition systems that occasionally malfunction. In contrast, the blind spot camera received widespread praise, with 93% of drivers reporting regular use and 74% stating that they would like the feature in future vehicles.
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