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Electrifying Europe: An interview with Tesla’s Director of Western Europe [Video]
With so much recent buzz about electric vehicle developments in China, one might have forgotten about the tremendous potential for EVs in Europe. European August year-over-year “EV sales grew by roughly 68%… [and] after eight months of the year, sales have now crossed the 180,000 mark.” according to InsideEVs. Furthermore, “Compared to the U.S., sales in Europe are around 34% higher, and have also been gaining at a higher rate of late.” Sales have also been helped along by a myriad of European government incentives.
But what does this all mean for Tesla’s future in the region? Although Tesla is the leading automaker for EVs in the US, there’s still ample opportunity for growth in Europe. Tesla’s Model S and Model X year-to-date sales in Europe (through August), rank #7 and #9 behind other, more affordable electric models. That said, there’s plenty of runway for growth in Europe.
Tesla’s Supercharger station in Flachau, Austria (Flickr: Jakob Härter)
To uncover more about Tesla in the the region, Tesla’s George Ell recently gave an interview discussing the company’s market opportunity in Western Europe. And, he should know —in 2014 Ell started as Tesla’s Country Director for the UK and Ireland where he went on to grow Tesla’s regional footprint from a single store to 14 locations across the region. Later, in July 2016, he was promoted to Tesla’s Director of Western Europe. Today, Tesla has 20 locations in the UK and 13 across the Netherlands, Belgium and Luxembourg.
Above: Georg Ell, the Director of Tesla for Western Europe, provides his thoughts on the region and Tesla’s overarching vision (Youtube: Verdict)
Ell discusses hot button issues locally where he’s based in London, including CO2 emissions and poor air quality. In the auto industry, he notes that, “we see a take rate of diesel reducing over time” — and it’s no wonder — considering the cartels and collusion that continue to plague the German carmakers. Looking further out, he’s optimistic about efforts by European governments to crack down on carbon emissions. Recent news (see below, via Vox) on this front is, indeed, quite encouraging…
-->Europe: Fossil fuel phase-out plans
- In June, Norway agreed to end sales of gas and diesel cars by 2025. (Norway leads the world in EVs — almost 40 percent of its newly registered vehicles were hybrid, electric, or hydrogen in 2017.)
- In July, France announced it would end sales of gas and diesel cars by 2040.
- In July, Britain announced it would end sales of gas and diesel cars by 2040.
- In August, German Chancellor Angela Merkel hinted that her country would follow suit. “I cannot name an exact year yet,” she said, “but the approach is right, because if we quickly invest in more charging infrastructure and technology for electric cars, a general changeover will be structurally possible.”
- Last month, the Scottish government announced it would phase out gas and diesel cars by 2032.
- This week, the Dutch government announced that by 2030, all cars in the Netherlands must be emission free
So what’s Tesla’s customer base like in Europe? Ell notes that, “… people love the car. We have an incredibly engaged ownership base that feel emotionally and passionately about their Teslas.” When Ell is asked his opinion about the most exciting thing about working at Tesla, he says: “it’s the scale of our ambition… it feels like we’re having a positive impact on the planet.” Ell explains, “We don’t think of ourselves like just another automotive manufacturer… we think of ourselves as the first vertically integrated energy business.”
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Note: Article originally published on evannex.com, by Matt Pressman
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
