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!
Elon Musk
California city weighs banning Elon Musk companies like Tesla and SpaceX
A resolution draft titled, “Resolution Ending Engagement With Elon Musk-Controlled Companies and To Encourage CalPERS To Divest Stock In These Companies,” alleges that Musk “has engaged in business practices that are alleged to include violations of labor laws, environmental regulations, workplace safety standards, and regulatory noncompliance.”
A California City Council is planning to weigh whether it would adopt a resolution that would place a ban on its engagement with Elon Musk companies, like Tesla and SpaceX.
The City of Davis, California, will have its City Council weigh a new proposal that would adopt a resolution “to divest from companies owned and/or controlled by Elon Musk.”
This would include a divestment proposal to encourage CalPERS, the California Public Employees Retirement System, to divest from stock in any Musk company.
A resolution draft titled, “Resolution Ending Engagement With Elon Musk-Controlled Companies and To Encourage CalPERS To Divest Stock In These Companies,” alleges that Musk “has engaged in business practices that are alleged to include violations of labor laws, environmental regulations, workplace safety standards, and regulatory noncompliance.”
It claims that Musk “has used his influence and corporate platforms to promote political ideologies and activities that threaten democratic norms and institutions, including campaign finance activities that raise ethical and legal concerns.”
If adopted, Davis would bar the city from entering into any new contracts or purchasing agreements with any company owned or controlled by Elon Musk. It also says it will not consider utilizing Tesla Robotaxis.
Hotel owner tears down Tesla chargers in frustration over Musk’s politics
A staff report on the proposal claims there is “no immediate budgetary impact.” However, a move like this would only impact its residents, especially with Tesla, as the Supercharger Network is open to all electric vehicle manufacturers. It is also extremely reliable and widespread.
Regarding the divestment request to CalPERS, it would not be surprising to see the firm make the move. Although it voted against Musk’s compensation package last year, the firm has no issue continuing to make money off of Tesla’s performance on Wall Street.
The decision to avoid Musk companies will be considered this evening at the City Council meeting.
The report comes from Davis Vanguard.
It is no secret that Musk’s political involvement, especially during the most recent Presidential Election, ruffled some feathers. Other cities considered similar options, like the City of Baltimore, which “decided to go in another direction” after awarding Tesla a $5 million contract for a fleet of EVs for city employees.
News
Tesla launches new Model 3 financing deal with awesome savings
Tesla is now offering a 0.99% APR financing option for all new Model 3 orders in the United States, and it applies to all loan terms of up to 72 months.
Tesla has launched a new Model 3 financing deal in the United States that brings awesome savings. The deal looks to move more of the company’s mass-market sedan as it is the second-most popular vehicle Tesla offers, behind its sibling, the Model Y.
Tesla is now offering a 0.99% APR financing option for all new Model 3 orders in the United States, and it applies to all loan terms of up to 72 months.
It includes three Model 3 configurations, including the Model 3 Performance. The rate applies to:
- Model 3 Premium Rear-Wheel-Drive
- Model 3 Premium All-Wheel-Drive
- Model 3 Performance
The previous APR offer was 2.99%.
NEWS: Tesla has introduced 0.99% APR financing for all new Model 3 orders in the U.S. (applies to loan terms of up to 72 months).
This includes:
• Model 3 RWD
• Model 3 Premium RWD
• Model 3 Premium AWD
• Model 3 PerformanceTesla was previously offering 2.99% APR. pic.twitter.com/A1ZS25C9gM
— Sawyer Merritt (@SawyerMerritt) February 15, 2026
Tesla routinely utilizes low-interest offers to help move vehicles, especially as the rates can help get people to payments that are more comfortable with their monthly budgets. Along with other savings, like those on maintenance and gas, this is another way Tesla pushes savings to customers.
The company had offered a similar program in China on the Model 3 and Model Y vehicles, but it had ended on January 31.
The Model 3 was the second-best-selling electric vehicle in the United States in 2025, trailing only the Model Y. According to automotive data provided by Cox, Tesla sold 192,440 units last year of the all-electric sedan. The Model Y sold 357,528 units.
News
Tesla hasn’t adopted Apple CarPlay yet for this shocking reason
Many Apple and iPhone users have wanted the addition, especially to utilize third-party Navigation apps like Waze, which is a popular alternative. Getting apps outside of Tesla’s Navigation to work with its Full Self-Driving suite seems to be a potential issue the company will have to work through as well.
Perhaps one of the most requested features for Tesla vehicles by owners is the addition of Apple CarPlay. It sounds like the company wants to bring the popular UI to its cars, but there are a few bottlenecks preventing it from doing so.
The biggest reason why CarPlay has not made its way to Teslas yet might shock you.
According to Bloomberg‘s Mark Gurman, Tesla is still working on bringing CarPlay to its vehicles. There are two primary reasons why Tesla has not done it quite yet: App compatibility issues and, most importantly, there are incredibly low adoption rates of iOS 26.
Tesla’s Apple CarPlay ambitions are not dead, they’re still in the works
iOS 26 is Apple’s most recent software version, which was released back in September 2025. It introduced a major redesign to the overall operating system, especially its aesthetic, with the rollout of “Liquid Glass.”
However, despite the many changes and updates, Apple users have not been too keen on the iOS 26 update, and the low adoption rates have been a major sticking point for Tesla as it looks to develop a potential alternative for its in-house UI.
It was first rumored that Tesla was planning to bring CarPlay out in its cars late last year. Many Apple and iPhone users have wanted the addition, especially to utilize third-party Navigation apps like Waze, which is a popular alternative. Getting apps outside of Tesla’s Navigation to work with its Full Self-Driving suite seems to be a potential issue the company will have to work through as well.
According to the report, Tesla asked Apple to make some changes to improve compatibility between its software and Apple Maps:
“Tesla asked Apple to make engineering changes to Maps to improve compatibility. The iPhone maker agreed and implemented the adjustments in a bug fix update to iOS 26 and the latest version of CarPlay.”
Gurman also said that there were some issues with turn-by-turn guidance from Tesla’s maps app, and it did not properly sync up with Apple Maps during FSD operation. This is something that needs to be resolved before it is rolled out.
There is no listed launch date, nor has there been any coding revealed that would indicate Apple CarPlay is close to being launched within Tesla vehicles.
California city weighs banning Elon Musk companies like Tesla and SpaceX
Tesla launches new Model 3 financing deal with awesome savings
