Germany reported 2,932 Tesla sales and 1.2% market share in October. BEV penetration reaches new record of 37% and Tesla has 3.1% of this segment. 🇩🇪 • +291% vs. October last year and +699% compared to July the first month of the previous quarter • Last three months +39.8% vs. May - July • Year-to-date +206% over same period last year • Year-to-date is 246% or 29.5/12 of last year's total

In Europe*, 5.8k Tesla sales were reported for the week of September 28 to October 4. 🇪🇺 This is -43.0% WoW and +96.9% compared to the same week last year. The quarter after one week is +22.7% QoQ and +96.9% YoY. YTD sales are +18.2% year-over-year. This is the best quarter out of the last five so far. * Data from the daily/weekly reporting countries UK, Norway, Netherlands, Sweden, Denmark, Italy, Spain, Switzerland, Czech Republic, Iceland (~60% of Tesla sales in Europe)

Approval of Tesla's Full Self-Driving (FSD) feature in Germany would add 89k potential FSD users with HW4 cars to the existing 132k fleet in Europe. Only the UK (not EU) and France could move the needle more.

This is a significant change for Tesla's Full Self-Driving (FSD) system in Europe. 🇪🇺 Germany has reached an agreement with Tesla on two critical issues: overwriting speed limits and the name of FSD. The term 'Full Self Driving' has been problematic for EU regulators for years. The speed limit offset was also problematic for other countries, such as France. I guess this was the main topic of discussion at the TCMV today. PS: 'Not Full Self Driving' would have been a better name. 😉

South Korea reported 12,372 Tesla sales and 9.2% market share in September. 🇰🇷 • Market share is 122 basis points or 15% above the 3-month trailing average of 7.9% • Tesla 3rd best-selling brand • Model Y best-selling car • 90% Model Y • Second best month ever with +19% vs. last month • +36% vs. September last year and +11% compared to June the third month of the previous quarter • Best September ever • Best third month of the quarter ever and +11% vs. the previous one • Second best quarter ever and +11% quarter-over-quarter • Year-to-date +104% over same period last year • Year-to-date is 149% or 17.8/12 of last year's total

The TCMV is holding its meeting today, and the talks about Tesla's FSD should be finished by now. It's crazy to think that FSD could have passed the EU-wide vote today. 🤯 The next meeting will be in December. I'm not sure if there will be a vote.

The UK reported 15,875 Tesla sales and 4.5% market share in September. BEV penetration is 28.3% and Tesla has 16.0% of this segment. 🇬🇧 • Market share is 175 basis points or 63% above the 3-month trailing average of 2.8% • Tesla 6th best-selling brand • Model Y 5th best-selling car and Model 3 second-best-selling • 37% Model Y and 63% Model 3 • Second best month ever with +628% vs. last month • +99% vs. September last year and +30% compared to June the third month of the previous quarter • Best September ever • Second best third month of the quarter ever and +30% vs. the previous one • Best month since 45 months • Second best quarter ever and +30% quarter-over-quarter • Year-to-date +32% over same period last year • Year-to-date is 102% or 12.2/12 of last year's total

Portugal reported 2,749 Tesla sales and 15.6% market share in September. BEV penetration reaches new record of 48.9% and Tesla has 31.9% of this segment. 🇵🇹 • Market share is 1245 basis points or 396% above the 3-month trailing average of 3.1% • Highest market share ever • Tesla best-selling brand • Best month ever with +46% vs. second best month • +128% vs. September last year and +46% compared to June the third month of the previous quarter • 3rd best quarter ever and +46% quarter-over-quarter • Year-to-date +58% over same period last year • Year-to-date is 121% or 14.5/12 of last year's total

The Czech Republic is the seventh country to approve FSD Supervised ahead of the EU vote. 🇳🇱 Netherlands - 10 April - 4.02% 🇱🇹 Lithuania - 20 May - 0.64% 🇪🇪 Estonia - 29 May - 0.3% 🇩🇰 Denmark - 9 June - 1.32% 🇧🇪 Belgium - 10 June - 2.03% 🇸🇮 Slovenia - 7 September - 0.47% 🇨🇿 Czech Republic - 21 September - 2.42% The YES votes are already at 11.81% of the 65% needed. This is before the vote.

Tesla deliveries of daily reporting markets in Europe in Q3. 🇪🇺 While all the other brands have a fairly consistent delivery rate throughout the quarter, Tesla starts slowly and then explodes towards the end. The first two months of the quarter are the Tesla-Q FUD zone. The last month is hunting season.