The Electric Surge and the Tesla Retreat in Europe скачать в хорошем качестве

The Electric Surge and the Tesla Retreat in Europe

This episode explores the contradictory state of the European automotive market in 2025, a year defined by a historic surge in electric vehicle (EV) adoption coupled with a precipitous decline for the industry's primary pioneer, Tesla. By December 2025, Europe reached a major milestone as battery electric vehicle (BEV) sales officially outnumbered petrol-powered car sales for the first time. However, the spoils of this victory were not distributed evenly: • The Tesla "Bloodbath": While the broader EV market boomed, Tesla faced a "demand wall," with its total European volume dropping from roughly 326,000 units in 2024 to just over 235,000 in 2025—a 27.8% year-over-year decline. • The Rise of BYD: In contrast, Chinese manufacturer BYD saw explosive growth, with European registrations surging by approximately 228% to 270%. By late 2025, BYD successfully overtook Tesla in registrations in both Germany and the United Kingdom. • The Legacy Defense: Established European carmakers like Volkswagen and Renault also staged a defense, with Volkswagen remaining the top-selling carmaker on the continent and Renault seeing a 72% jump in its EV sales. Key Discussion Points • Causal Factors: We analyze why Tesla retreated while others advanced, citing an aging vehicle lineup, production disruptions during the Model Y refresh, and the polarizing public perception of CEO Elon Musk. • The "Norwegian Exception": A look at Norway, the only major market where Tesla grew (+41.3%), though analysts warn this was a temporary "demand pull-forward" ahead of 2026 incentive changes. • Economic & Regulatory Drivers: How falling battery prices (hitting $115/kWh) and strict EU CO₂ targets have made EVs more accessible to the mass market despite the withdrawal of some government subsidies. • The Geopolitical Shift: The significance of the January 2026 EU-China breakthrough agreement, which replaced high tariffs with a "Price Undertaking" framework, allowing Chinese brands to continue their European expansion. Enjoy Spotify:https://open.spotify.com/show/2MQFPPI... Coffee:https://buymeacoffee.com/emotorselect...