Brand Friction

Musk’s Political “Interference” Sends Tesla’s European Sales Tumbling

By Daniel Schoester
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They say any press is good press, but Tesla might be proving otherwise, as the EV powerhouse’s revenue is falling across Europe. Sales nosedived 59% in Germany last month — home to its only European factory — as Musk’s increasing political “interference” sparked consumer backlash (NYT). The dramatic decline signals a broader pullback for Tesla while Musk ramps up nationalist campaigning worldwide.

  • German buyers “may well be reacting to Musk’s comments” about post-Nazi guilt he made at a right-wing symposium, says Schmidt Automotive Research — a country that has long since swept polarizing politics under the rug.
  • The fallout extends across Europe, with Tesla sales plummeting in France, Norway, and Britain — down 63%, 38%, and 12% last month, respectively — while Swedish buyers continue their exodus amid an ongoing mechanics’ strike.

Hometown headache: Tesla’s European tumble mirrors trouble at its homefront, with registrations in California — a hardline blue state — dropping 11.6% last year despite overall EV growth. While an updated Model Y could boost springtime sales, Tesla faces an increasingly crowded market — especially as low-cost Chinese automakers gobble up EV market share. For now, Tesla’s European adventure could be running empty — and Musk’s tweets aren’t exactly charging up sales.