Tesla’s Europe Sales Rebound as Berlin Plant Readies Ramp-Up

Overview

• ACEA data published Wednesday showed Tesla’s April registrations rose 46.5% year‑on‑year to 10,654 vehicles, marking a third consecutive month of growth across Europe.
• Tesla said it will invest $250 million at its Berlin‑Brandenburg Gigafactory and create 1,000 new jobs by the end of June while converting roughly 500 temporary workers to permanent roles.
• Regulators in the Netherlands and Lithuania have granted provisional EU‑type recognition for Tesla’s supervised Full Self‑Driving software and an EU technical committee is expected to consider wider approval in late June or July.
• Competition is intensifying as Chinese automakers grow faster in Europe, with BYD registering 27,008 vehicles in April versus Tesla’s 10,654 and multiple Chinese brands posting large year‑on‑year gains.
• Short‑term supply pressure looks likely to persist because weekly trackers show accelerating sales into May and Tesla raised Model Y prices, which could lengthen delivery times and create openings for new entrants such as Xiaomi in 2027.