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This number makes no sense. In the space of one month Tesla's market share increased by over 30%? On overall declining sales, including for Tesla? Nothing abou
by FireBeyond 11mo ago
This number makes no sense. In the space of one month Tesla's market share increased by over 30%? On overall declining sales, including for Tesla?
Nothing about that makes sense.
> According to an Experian Automotive report on electric vehicles, out of the 292.3 million cars and trucks on the road in the U.S. in 2024, approximately 4,092,200 (1.4%) of those were electric cars.
So 43% would be 1.76M. Going to 57% would be 2.33M, i.e. nearly 600K sales. Except:
> Demand for Standard versions was expected to support sales in November, but the company's total sales fell nearly 23% to 39,800 vehicles from 51,513 a year earlier and were the lowest since January 2022, according to the data from Cox, which tracks sales across the industry.
Whatever "math" is happening in this article is fundamentally broken.
Unless they mean "the market sale of EVs in November", in which case 39,800 of 70,000 is Tesla, up from... 31,000?
So Tesla's monthly sales drops to a 4 year low, down 23%, but somehow 8,800 vehicles is enough to increase market share by 30%+? I have no idea what mashup of numbers is happening here.
- breve 11mo ago> Whatever "math" is happening in this article is fundamentally broken. No. They're talking about sales and market share in November. The short version is Tesla is selling fewer cars these days.
- parineum 11mo agoBut their competitors are selling even fewer, right?
- breve 11mo agoTesla's competitors are car makers. Toyota's doing better than ever.
- parineum 11mo agoYou seem to be dancing around the context of Tesla sales being down in an environment where all EV sales are down. It's easy to connect the dots to the missing subsidies for the reason for the decline but Tesla is declining less than other EVs.
- breve 11mo agoThere's no dancing around any issue. North America is the third largest EV market. Tesla's sales are down everywhere, even in a market it leads in. Tesla used to claim it would sell 20 million vehicles per year: https://www.reuters.com/business/autos-transportation/tesla-drops-reference-its-goal-delivering-20-mln-vehicles-annually-impact-report-2024-05-23/ https://www.reuters.com/business/autos-transportation/tesla-... Now Tesla's much revised goal is to have sold 20 million in total by 2035: https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-pay-trillionaire.html https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-... China and Europe are the two biggest EV markets. Those EV markets are growing but Tesla's sales have declined there too: https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Quarters https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q... Tesla carries a large amount of needless, self-inflicted brand damage. Swasticars don't sell well. Toyota, meanwhile, has been setting sales records this year: https://www.reuters.com/business/autos-transportation/toyota-global-output-sales-hit-record-highs-january-june-2025-07-30/ https://www.reuters.com/business/autos-transportation/toyota...