Tesla registered 39,800 vehicles in the United States last month, according to estimates from Motor Intelligence published on Tuesday.
Monthly figures have dropped 23% compared to last year, and marked the lowest year-to-date result in the country.
The Elon Musk-led company has registered 523,154 units across its domestic market since the beginning of 2025, 10.6% below the 578,409 units registered in the first eleven months of 2024.
Since January, Tesla was only able to outperform monthly results from a year ago in three months — July, August and September, representing the third quarter of the year.
These results were mostly driven by a surge in EV demand ahead of the $7,500 federal tax credit, which has led the company to report the highest quarterly delivery figures yet.
Other automakers have experienced a similar sales trend. Ford reported on Tuesday that its fully electric sales have dropped by 61% year over year to 4,247 units.
EV makers Rivian and Lucid Motors have seen an opposite trend, however.
Sales grew both sequentially and year over year to 4,500 and 980 vehicles, respectively, and according to Motor Intelligence.
Sales in Europe
Tesla‘s sales plunge in Europe has continued in November, with the notable exception of Norway, where it registered its second highest monthly result in November, with 6,215 vehicles.
In the first 18 days of November, Tesla had already surpassed all of November 2024’s sales and tripled October’s registrations.
The company had a market share of 31.2% in the country.
In Sweden, however, Tesla sold 588 vehicles, a 59.3% plunge from the 1,446 units registered a year ago.
Year-to-date, 2025 sales represent just a third of the total vehicles registered a year before.
After a slight recovery in France, Tesla‘s registrations dropped again last month — by 58% — to 1,593 units. In the Netherlands, 1,627 vehicles were registered — a 44% drop.
Sales in China
Tesla has sold 86,700 vehicles in China last month, according to data published on Tuesday by China’s Passenger Car Association (CPCA).
The figures represent an increase both sequentially, from 61,497 units in October, and year over year, as the company had registered 78,856 units a year ago.
By the end of November, Tesla‘s best-selling model, the Model Y, was completely sold out in China across all trims for the entire year of 2025.
Late last month, Tesla China’s VP, Grace Tao, responded to a Wall Street Journal report from earlier in the month, which claimed that the company had been asking suppliers to exclude China-made components when manufacturing vehicles in the US.
“Tesla values the role of China-based suppliers and does not exclude any on the basis of country of origin or geographical location,” Tao stated.
According to the executive, “Tesla‘s Shanghai factory achieved the lowest prices globally for consumers in China to buy its Model 3 and Model Y with the help of more than 400 domestic suppliers. More than 60 of them also supply Tesla globally.”
