Tesla’s surprising move to stop new Model S and Model X orders in Europe signals a shift in strategy, leaving buyers and competitors speculating
Tesla has quietly pulled the plug on new orders for its premium Tesla Model S and Model X vehicles in Europe, a move that has sparked curiosity across the electric vehicle (EV) market. As of July 2025, the online configurators for these flagship models no longer allow custom orders in major markets like Germany, France, Norway, and the UK. Instead, buyers must choose from existing inventory.
This decision follows Tesla’s earlier withdrawal of these models from China and right-hand drive markets, leaving North America as the primary region for new orders. So, what does this mean for European EV enthusiasts, existing owners, and Tesla’s rivals?
What This Means for Tesla Buyers in Europe
The removal of the Tesla Model S and Model X from Europe’s configurators limits consumer choice. Previously, buyers could customize paint, wheels, and powertrains to suit their preferences. Now, they are restricted to pre-built vehicles, which may not align with their needs.
In Germany, for instance, only 58 Model S and 59 Model X units were registered in the first half of 2025, compared to over 6,000 Model Y registrations. This stark contrast highlights Tesla’s focus on its more affordable, high-volume Model 3 and Model Y.
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For buyers seeking luxury EVs, the limited inventory could push them toward competitors like BMW’s i7 or Lucid’s Air, which offer fresh designs and competitive features. Is this a temporary pause to clear old stock, or a sign that Tesla is phasing out its older models for good?
Implications for Existing Owners and the Competition
Existing Tesla Model S and Model X owners in Europe need not worry about immediate impacts. Tesla has not canceled existing orders, and service support for these models will likely continue, given their presence in North America. However, the long-term outlook is uncertain.
With sales of the Tesla Model S and Model X dropping to just 10,394 units globally in Q2 2025 (including Cybertruck), Tesla may prioritize its resources elsewhere, potentially affecting future updates or parts availability. For competitors, this creates an opportunity. Brands like BYD, Skoda, and Volkswagen are gaining ground in Europe’s EV market, with models like the Skoda Elroq and BYD Seal U selling strongly.
These rivals can capitalize on Tesla’s reduced presence by targeting buyers seeking premium EVs. Could this shift accelerate the rise of European and Chinese EV makers?
In conclusion, Tesla’s decision to halt new Tesla Model S and Model X orders in Europe reflects a strategic pivot toward mass-market models and emerging technologies like robotaxis. While existing owners remain supported for now, prospective buyers face limited options, potentially driving them to competitors.
As Tesla reshapes its lineup, the European EV market is poised for a shake-up, with rivals ready to seize the moment. What do you think Tesla’s next move will be?
