One thing I would caution about is drawing too many conclusions from the eu-evs.com data. Remember those are only 3 countries - though responsible for 40% of Tesla EU sales this year - and all 3 have something "special" about them.
- The Netherlands has the upcoming tax change that is pulling a lot of demand forward. Q4 should be a record, no question about it, they may even become the No1 Tesla market in Europe this year, but there is a danger that we could fall of a cliff in Q1 like we did in Denmark a few years back,
- Norway is the No1 EV market in Europe and is traditionally a huge Tesla buyer. Absolutely not indicative of other countries. Also, it looks like demand has - naturally - stabilized at a lower level here than Q1 and Q2 indicated and it feels like Tesla has become a bit too mainstream,a victim of its own success. The Audi e-tron is selling like hot cakes here, several times the Model X sales, even though the range and efficiency are way worse than the X which was a big hit here.
- Spain is a very small EV market, much smaller than the country's size would suggest.