While Tesla continues to face mounting pressure in key global markets, Australia has emerged as a rare bright spot. In May 2025, the company reported 3,897 electric vehicle sales in the country — a 675% increase compared to April, when it only sold 500 units, its weakest month of the year.

🚙 Model Y Leads the Surge, While Model 3 Declines

The growth was largely driven by the Model Y, which saw a 122% year-over-year increase in sales. This compact SUV is currently Tesla’s top-performing model, while demand for the Model 3 continues to decline.

Despite this rebound, Tesla’s overall May sales in Australia are still down 48% compared to May 2024. The data comes from the Australian Electric Vehicle Council, which has become the main source of public Tesla and Polestar sales data after both brands left the Federal Chamber of Automotive Industries (FCAI) last year.

🌍 Australia Helps, But Global Markets Remain Under Pressure

According to Liz Lee from Counterpoint Research, the boost in Australia is mainly due to strong interest in the revamped Model Y. However, she emphasized that this doesn’t yet indicate a broader global recovery — Tesla’s worldwide revenue was down 13% year-over-year in Q1.

Across Europe, markets such as Spain, Denmark, and Sweden saw sharp sales drops in May. Notable exceptions include Norway, where Model Y sales surged 213%, and Turkey, where Tesla sold a record 1,545 vehicles.

🧨 Musk Steps Back from Politics, Robotaxis on the Horizon

Tesla’s image took a hit earlier this year due to Elon Musk’s controversial political affiliations, which sparked protests and vandalism in Australia and abroad. However, the narrative is shifting.

Musk recently stepped down from his formal government role, although he remains an advisor. Analyst Dan Ives (Wedbush) called this move “the best news Tesla investors could ask for,” as Musk redirects his focus back to Tesla, just in time for the company’s anticipated robotaxi launch.

Autonomous Model Y prototypes are already in testing, with a commercial launch expected by the end of June — a milestone that could reshape Tesla’s future.

🔋 Facing Off With BYD and the Rise of Hybrids

Tesla’s main competitor in Australia is China’s BYD, which recently overtook Tesla in both global and European BEV sales. However, in May, Tesla narrowly outperformed BYD in Australia, selling 3,897 vehicles vs. BYD’s 3,225.

BYD benefits from offering both electric and hybrid vehicles, giving it an edge in Australia, where charging infrastructure remains limited in many regions.

FCAI data shows a 118% increase in plug-in hybrid sales and a 6% rise in conventional hybrids in May. FCAI CEO Tony Weber explained that Australians are gravitating toward hybrids because they want lower emissions without range anxiety — something still holding back EV adoption in the country.

📉 Stock Performance and What’s Ahead

Although Tesla shares rose 0.5% on Tuesday, the stock is still down 15% year-to-date. While Australia is offering some relief, Tesla’s global comeback remains far from certain.

Liz Lee suggests that Tesla should focus expansion on markets like India, Southeast Asia, and Latin America, where governments are actively building EV infrastructure and offering incentives to buyers.




#Tesla , #Australia , #stockmarket , #ElonMusk , #ROBOTAXI

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