Fleet Data

Transport & Environment counts nearly 40 new battery-electric models launched in Europe in the first half of 2026, taking the mass-market total past 150 and lifting model choice by 50% in a year. The number of sub-EUR 25,000 models has doubled — a segment Tesla does not compete in.

Gasoline-only vehicles were 49% of global new-car sales in the first half of 2026, the first time on record below half, down from 73% in 2021. But hybrids outsold battery-electric cars 7.27 million to 6.87 million, and about 83% of the world's new vehicles still have an engine. Europe's BEV sales grew 32% while Tesla's own quarter fell 2.1%.

Tesla registered 291 cars in India in September 2026, a record and a 322% rise on a year earlier, moving it past Mercedes-Benz into second place in the country's luxury EV segment behind BMW on 502. In July it was third on 16%. Cumulative registrations crossed 1,000 in early October, helped by a sixth showroom and a line-up narrowed to two cars.

The KBA counted 88,599 new battery-electric cars in Germany in September 2026, a 34.5% share of a 256,774-car market and 94.7% up on the 45,495 of September 2025. Petrol fell 29.2% and plug-in hybrids were exactly flat. The brand-level breakdown that would show Tesla's figure is not published yet.

The Norwegian EV Association's Elbilisten 2026 survey, fielded 31 March to 3 May among close to 15,000 electric-car owners, found 24% would avoid Tesla for political reasons against 43% a year earlier. Scepticism toward Chinese brands moved the other way, from 23% to 31% — while Chinese-owned brands took 20,566 of Norway's 81,041 new EV registrations in January-July.

Auto Trader's 30 September 2026 commentary shows the used-EV share of enquiries for cars up to five years old rising from 20.0% on 28 August to 25.8% on 27 September, while diesel's share more than halved from 6.6% to 3.2%. Diesel reached a record 199.18p a litre. The average used diesel now takes 34 days to sell against 28 for an electric car — though EVs slowed too.

Ford registered 6,047 electric vehicles in the United States in Q3 2026, down 80.2% year on year, against a Q3 2025 inflated by buyers rushing the expiring $7,500 federal credit. GM and Hyundai report the same shape. The American EV market has settled at 5-6% of new-car sales rather than collapsed.

Kia registered 377,078 cars across the EU, EFTA and the UK in January-August 2026, up 9.0% for a 4.1% share and ninth place - the best growth in the top ten on ACEA's own tables. Kia says its electric registrations rose 58% to 4.8% of the European EV market. Tesla, at half Kia's total volume, still took about 9% of European battery-electric registrations.

Volvo Cars withdrew its full-year 2026 volume and cash-flow guidance on 2 October 2026 after third-quarter sales fell 10.7 per cent to 141,609 cars. Greater China dropped 40.6 per cent and the Americas 14 per cent, while Europe and rest of world grew 2 per cent. Fully electric sales rose 28.6 per cent to 45,060 cars, 32 per cent of the total, with electrified models at 53 per cent. The full report is due 23 October 2026.

The UK registered 99,199 battery-electric cars in September 2026, its highest monthly BEV volume on record and 36.3% more than a year earlier, for a 28.3% share. The Tesla Model 3 was the best-selling BEV with 9,929 units. Year to date the share is 26.2%, still short of the 33% mandate.

Switzerland and Liechtenstein registered 7,833 battery-electric cars in September 2026, up 51.2% year on year, for a record 35.7% share of a 21,948-car market. The Tesla Model Y led all models on 1,679 units, more than five times the runner-up.

Tesla delivered 486,532 vehicles in the third quarter of 2026 and built 464,391, clearing the company-compiled consensus of 461,974 by about 24,500 cars. It is still 2.1% below the 497,099 of Q3 2025. Energy storage deployment reached 13.7 GWh.

BYD sold 463,561 new energy vehicles in September 2026, its strongest month of the year, with battery-electric volume at a record 273,143. Exports reached 180,700 cars, up 153.6% year on year and 39% of everything it sold. Year to date the company is still down 3.9%.

Italy registered 10,782 battery-electric cars in September 2026 for a 7.6% share, with the Tesla Model 3 and Model Y taking the top two places. Tesla went from 265 cars in August to 2,132 in September, and Italy passed 100,000 EVs in nine months for the first time.

Battery-electric cars took 52.8% of Dutch new-car registrations in September 2026, the first time the monthly share has cleared half. Tesla was the second-biggest brand on 3,165 cars, up 56%, in a month inflated by a company-car tax deadline.

Transport & Environment put the 2025 used-value gap between electric and combustion cars in Germany, France, Italy and Spain at 12.9 percentage points, then showed that subsidies, acquisition taxes, inflation and fleet mix account for most of it. Adjusted, the gap is 7.7 points; priced at today's new-car levels, 2.6.

Tesla registered 5,154 Model Ys in Taiwan in September 2026 out of 37,054 new vehicles, putting it first overall — 1,539 units ahead of the Toyota Corolla Cross. It is a quarter-end delivery peak, and the second time this year the Model Y has topped the Taiwanese chart.

Norway's September 2026 registrations hit 18,733 (+31%), with 18,511 battery-electric cars for a 98.8% share. The Tesla Model Y led all cars on 4,810 units and Tesla registered 4,935 in total, up 2.2% — but its market share fell from 33.7% to 26.3% because the market grew far faster. Separately, battery-electric cars are now 35.3% of Norway's entire passenger car fleet, ahead of diesel at 29.4%.

Sweden registered 28,667 new passenger cars in September 2026, up 14%, with battery-electric cars taking 49% of the market against 38% a year earlier — 14,034 cars, up about 45%. The Tesla Model Y was the most-registered electric car on 2,330 units, 16.6% of all new BEVs, but third overall behind the Volvo XC60 and EX40/XC40, and second year to date behind the Volvo EX40. The widely repeated 492% rise is a month-on-month comparison against a weak August; year on year the increase is about 68%. Private customers now take 40% of electric registrations, up from 33%.

Spain registered 15,468 battery-electric cars in September 2026, up 62.7% year on year. Tesla took 3,732 of them (24.1%), with the Model 3 on 2,528 and the Model Y on 1,204, and the Model 3 finished just 30 units behind the Toyota C-HR for best-selling car of any kind. The quarterly picture is the opposite: Tesla's Q3 registrations fell 18.8% against Q3 2025, nine-month growth is only 9.5% against a market growing far faster, and BYD has moved ahead of Tesla year to date, 13,596 to 13,473. No European model made the monthly electric top ten.

France hit a record 41.6% BEV share in September 2026, with 65,247 battery-electric registrations out of a total market of 156,629 cars, up 11.60% year on year on PFA figures. BEV volume rose 107.5%. The Tesla Model Y finished first across the entire French market on 8,183 units and is up 141.5% for the year to date at 37,840. The Renault 5 took second on 5,224 and the new Renault Twingo third on 4,992, both lifted by the third round of leasing social. It is France's third consecutive record month.

General Motors is on course to build about 35,000 of the new Chevrolet Bolt before production ends in the first quarter of 2027, against roughly 150,000 originally planned — a cut of about 75%. The figures come from Dontay Wilson, president of the UAW local at Fairfax Assembly near Kansas City, based on observed daily output rather than GM data; GM has not confirmed them. The shortfall has delayed the return of a second shift, leaving close to 1,000 workers laid off indefinitely. The proximate cause is the removal of the US 7,500-dollar federal purchase incentive in September 2025, which hit the affordable end of the market hardest. The Bolt is not sold in Europe, but it is the cleanest available measurement of what that withdrawal did to US EV demand in the same market and on the same date that Tesla lost the credit.

DAT figures show three-year-old battery-electric cars in Germany gaining 1.4 percentage points of residual value between May and August 2026, while petrol cars lost 0.4 points and diesels 1.1. Electric cars now fetch 51.5 percent of their original list price at dealer level against 59.4 percent for petrol and 58 percent for diesel — a gap that stood at more than 14 points in November 2025. Used electric cars also sell faster than either fuel, at 74 days on the forecourt against 84 and 92. DAT attributes the shift to fuel prices, which have been climbing since March.

UBS says Chinese vehicle exports to Europe are running at nearly double actual registrations, and that the current export tempo corresponds to roughly 20 per cent annual market share against the 9.9 per cent Chinese brands actually booked in the first eight months of 2026. That is 913,703 vehicles, up from 5.2 per cent a year earlier, led by MG on 179,909 and BYD on 172,590. Analyst Patrick Hummel blames a logistics bottleneck moving cars from ports to dealers, and says the EU lacks urgency.