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The Tesla Model Y is becoming a formidable presence in China’s SUV segment

Credit: Tesla Greater China/Twitter

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As it turns out, Elon Musk was not kidding when he stated that the Tesla Model Y could be the world’s best-selling vehicle, period. Despite its premium price and its lack of traditional luxury amenities, the all-electric crossover continues to make an impact in several key areas, including China, the world’s largest electric vehicle market. 

As per data released by the China Passenger Car Association (CPCA), the Tesla Model Y actually kept its crown as China’s SUV king in September 2022. The electric vehicle maker sold 46,694 Model Y to the domestic market last month, beating rivals from both local and foreign automakers. 

This is a notable accomplishment, especially since China is being saturated by a strong stream of legitimate EVs. Among the most notable of these are homegrown premium electric cars that are also extremely tech-focused, such as the NIO ES6. 

The Tesla Model Y did not only make an impact in China’s automotive segment in September, however. As per the CPCA’s year-to-date data, the Model Y is also dominating in the country’s premium SUV rankings, or SUVs that start at more than 300,000 yuan. 

As per the CPCA’s numbers, the Model Y saw a 135.8% year-over-year increase in China for Q1-Q3, selling 219,112 units from January to September. For context, Tesla China sold 92,933 Model Y during the same period last year. Even the Model 3, the Model Y’s sedan sibling, ranked fourth on the CPCA’s list for new energy sedans in September 2022. 

Expectations are high that Tesla China and Giga Shanghai’s output will be even more substantial this Q4 2022. This was hinted at in previous reports, which suggested that Giga Shanghai would be producing about 20,500 vehicles per week in the fourth quarter. With this pace, Tesla China could contribute around 266,500 cars to the company’s overall output this Q4. 

Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Europe registrations are seeing even more momentum as Q3 nears end

Over the week, industry trackers reported 5,500 Tesla sales across 10 European markets, a 25.3% increase week-over-week.

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Credit: Tesla Europe & Middle East/X

Tesla registrations across Europe rose sharply in the week of September 15-21, with new data showing the company’s best week of the quarter. Over the week, industry trackers reported 5,500 Tesla sales across 10 European markets, a 25.3% increase week-over-week. 

The improvement suggests that Tesla may be regaining some momentum after months of uneven performance tied to its Model Y refresh earlier this year.

Quarterly trends and stabilization

The 5,500 registrations marked Tesla’s strongest showing in Q3 2025 so far, as per data shared by industry watcher Piloly on social media platform X. With about a week left in Q3 2025, Tesla’s European sales are up 6.3% quarter-over-quarter. Year-to-date, however, Tesla’s European deliveries are still 20% lower compared to 2024’s figures.

The data covers roughly 60% of Europe’s EV market, including major countries such as the UK, Norway, the Netherlands, Sweden, Spain, and Italy. While Tesla remains under last year’s levels, its recent rebound suggests that the availability of the updated Model Y may very well be helping stabilize demand.

Market dynamics across Europe

Tesla’s overall performance this year in Europe remains uneven depending on the country. Norway has emerged as a bright spot, with Q3 2025 already matching last year’s totals and on pace for a record-setting quarter, as noted in a previous report. In Sweden, however, Tesla’s sales remain heavily impacted with notable year-over-year declines.

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Despite the lingering year-to-date shortfall, September’s registration momentum suggests that earlier concerns about Tesla’s European slump may have been overstated. With several days still left in the quarter, all eyes are on whether Tesla can maintain its recent pace and close the gap with its 2024 figures.

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California reverses course on EV tax credit revival, will focus on charging instead

Instead of reviving rebates, Newsom stated that the state would redirect funds toward expanding charging infrastructure.

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Credit: Shell

California Governor Gavin Newsom has reversed a pledge to bring back the state’s EV tax credit, a move that could impact thousands of buyers as the federal incentive winds down. 

Instead of reviving rebates, Newsom stated that the state would redirect funds toward expanding charging infrastructure.

California’s focus shift

During a San Francisco event on September 19, where he signed six climate-related bills, Newsom outlined the state’s pivot, as noted in an Autoblog report. While reiterating California’s leadership in clean transportation, Newsom emphasized that cap-and-trade revenues would bolster charging investments rather than consumer incentives.

“We can’t make up for federal vandalism of those tax credits. There are billions and billions of dollars through 2045 in the cap-and-trade program that continue to make those infrastructure investments, but not the direct subsidies, that we cannot make up for, that were eliminated under the federal program,” Newsom stated.

California’s EV sector

California accounted for about 27% of all U.S. EV sales in 2024, highlighting the state’s central role in adoption, as per data from the Alliance for Automotive Innovation. Industry watchers have warned that without incentives, momentum could slow, though the success of Tesla’s vehicles like the Model Y suggests that good EVs could see success even without the federal tax credit.

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Newsom also criticized Detroit automakers, singling out General Motors and CEO Mary Barra for what he described as “selling out” the state by opposing its 2035 ban on new gasoline vehicle sales. That regulation, known as Advanced Clean Cars II, is expected to cut greenhouse gas emissions by more than 35%, according to the California Air Resources Board.

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Tesla Robotaxi heads to a new major Texas city for the first time

The expansion of Tesla’s Robotaxi platform has been a major focus for the company as it attempts to gain regulatory permission to operate in new states. Recently, it gained approval for testing in both Arizona and Nevada.

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Credit: InnovatingCoin | X

Tesla is testing its Robotaxi in one major Texas city for the first time, as it appears the company will attempt to expand outside of Austin in a move that shows expansion remains a key focus.

Tesla ground-truth validation vehicles equipped with LiDAR rigs were spotted in Plano, Texas, a smaller city located northeast of downtown Dallas, the state’s third-most populous city.

Typically, this is a telltale sign that Tesla is preparing for Robotaxi operations in a new area. The company has utilized LiDAR-equipped ground-truth vehicles to essentially cross its Ts in regions that are unfamiliar to the company’s Robotaxi operations.

It also used them in the past with newer versions of Full Self-Driving before they were released to the public.

The expansion of Tesla’s Robotaxi platform has been a major focus for the company as it attempts to gain regulatory permission to operate in new states. Recently, it gained approval for testing in both Arizona and Nevada.

Many believe the ride-hailing service will soon be available in Florida as well.

However, this expansion would be the first where Tesla expands to a new city in a state where it is already operating. Texas was its first Robotaxi-active state, as it launched the service in Austin back on June 22.

It also expanded to California shortly after launching in Texas, as it introduced a large service area in the Bay Area. However, Tesla is doing things a little differently in California, as it is keeping its “Safety Monitors” in the driver’s seat for the duration of operation there.

Elon Musk says Tesla will take Safety Drivers out of Robotaxi: here’s when

In Texas, the driver’s seat is only occupied by a Safety Monitor when the route requires highway travel. This has been a point of criticism by Tesla Robotaxi skeptics, but it is a smart move in the name of safety, and will only be temporary.

It is simply a way to keep occupants safe and ensure the self-driving initiatives of not only Tesla, but also those of many other companies, continue to operate.

The appearance of a potential Robotaxi rig near Dallas could open the floodgates for more cities to gain access to the ride-hailing suite. There is still San Antonio and Houston, as well as some other smaller cities in Texas, for Tesla to access for its Robotaxi suite moving forward.

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