Tesla Model Y leads EV sales rebound in Australia

Early data shows Tesla's Model Y driving a strong recovery in electric vehicle sales across Australia in February 2026, following a sluggish January. Combined sales for Tesla and Polestar reached 3,419 units, with year-to-date figures up 61% from 2025. The Model Y accounted for 2,791 of those sales, positioning it as the top seller for the month.

Electric vehicle sales in Australia picked up in February 2026, rebounding from a decline in January. According to data from the Electric Vehicle Council, Tesla and Polestar together sold 3,419 EVs during the month, a notable increase from the previous month's performance. The Tesla Model Y dominated, with 2,791 units delivered, helping to offset earlier slowdowns.

This uptick contrasts with January 2026, when overall EV sales dropped compared to December 2025's figure of over 7,400 units. Year-to-date sales for Tesla and Polestar in 2026 are 61% higher than the same period in 2025, partly due to lower Model Y volumes in early 2025 amid a transition to a refreshed version, with deliveries of the new model beginning in May 2025.

Tesla's Model 3 also saw growth, with 483 units sold—more than double the previous month's total. For Polestar, sales totaled 145 units, led by the Polestar 4 at 97 units, followed by the Polestar 2 with 45. The Polestar 3 managed only 3 sales, possibly affected by competition from vehicles like the Zeekr 7X.

While Tesla and Polestar's share of the total EV market has dipped amid new entrants, Tesla maintains an edge through its Full Self-Driving software, set to become available via a $149 monthly subscription. Broader market data from the Federal Chamber of Automotive Industries' vFacts, expected later in the week, may confirm around 9% of February's vehicle sales as battery electric. BYD's Sealion 7 has shown strong initial appeal among family SUV buyers since its 2025 launch.

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Tesla dealership in snowy Norway celebrates reclaiming top EV sales spot in February 2026 with 98% market share.
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Tesla reclaims top spot in Norway as EV sales surge

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Tesla has reclaimed the leading position in Norway's automotive market in February 2026, following a sharp decline in January. Electric vehicles captured 98% of new car registrations amid a market rebound. The recovery comes after value-added tax adjustments prompted buyers to advance purchases into late 2025.

Tesla's Model Y and Model 3 led the US electric vehicle market in 2025 as part of a year that saw total sales of about 1.28 million units. The Model Y sold 357,528 units for 39.5% share, while the Model 3 delivered 192,440 units for 15.9% share—together over 55% of the market and underscoring Tesla's hold amid challenges. (See our series overview for full market breakdown.)

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In January 2026, BYD outsold Tesla by a 10-to-1 margin in Australia's electric vehicle market, with 5,001 units versus Tesla's 501—a 641% surge for BYD and 32% decline for Tesla year-over-year. This builds on BYD's 2025 global overtake of Tesla and intensifying local competition in a market growing 93.3% annually.

Tesla's vehicle registrations in Europe dropped sharply in November, with a 49% decline reported by the region's automotive association. Key markets like France and Sweden saw significant falls despite the launch of a new Model Y range. Growing Chinese competition and an aging lineup contributed to the sales rout.

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Tesla's vehicle registrations in Europe fell significantly in 2025, even as battery-electric vehicle sales surged across the region. Data from the European Automobile Manufacturers’ Association shows Tesla's market share halving, while competitors like BYD posted massive gains. The contrast highlights intensifying competition in the shifting automotive landscape.

Electric vehicle sales in the United States totaled more than 1.27 million units in 2025, capturing 7.8% of new-car sales, according to Kelley Blue Book estimates. While Tesla maintained its dominance with over 589,000 vehicles sold, General Motors surged 48% to claim second place. A sharp Q4 decline followed the expiration of the federal $7,500 tax credit in September.

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Tesla shares fell 2.6% to $438.07 on Friday following a report of lower-than-expected fourth-quarter vehicle deliveries, allowing China's BYD to surpass it as the world's top EV seller for 2025. The company delivered 418,227 vehicles in the October-December period, down 15.6% from a year earlier, amid the end of U.S. federal tax credits. Investors now look to Tesla's January 28 earnings for signs of demand recovery and updates on robotics and autonomy.

 

 

 

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