4 VW Group models among the 7 best-selling BEVs in Norway over 4 months 2025
The Norwegian BEV market is expected to experience a strong recovery in 2025 compared to 2024. In the first four months of 2025, there were 38,641 BEVs registered on this market, compared to 30,078 units in the first four months of 2024, which represents an increase of 28.5%. It should be noted that the Norwegian BEV market had fallen by 5.0% in the first four months of 2024 compared to the first four months of 2023, due to the end of BEV purchase subsidies implemented at the end of 2023. It should be noted that BEVs currently represent 90% of the Norwegian market, while the European Union average is 17%. However, given Norway's size (5.5 million inhabitants), the BEV market there is four times smaller than that of Germany (83.3 million inhabitants).
 
Which carmaker has benefited the most from this revival of the Norwegian BEV market? And which has benefited the less?
• The carmaker that has benefited most from the Norwegian BEV market revival is undoubtedly the Volkswagen Group, which has increased sales from 5,884 units in the first four months of 2024 to 9,791 units in the first four months of 2025, its market share increasing from 20% to 25% in this BEV category. The Volkswagen Group thus places four models in the top 7 sales (compared to three the previous year). The ID7 manages to climb to fifth place, despite its premium positioning.
• Other carmakers have benefited less from this recovery, but Toyota has managed to increase its sales by 60% of its only Toyota-designed model, the BZ4X.
• Tesla is the main loser, with a 20% drop in sales in the first four months of 2025 compared to the first four months of 2024, with some of its customers likely switching to Volkswagen.
Dongfeng could produce its models in Nissan factories
Japanese carmaker Nissan, which is losing market share worldwide, is experiencing serious financial difficulties and plans to close seven factories in total to hope to survive, which could lead to a reduction in its production capacity of around 40% compared to two years ago.
 
Today, Nissan is considering another solution, as it says it is ready for its Chinese partner Dongfeng, where it produces its own cars, to be able to produce its vehicles in its factories located in Europe and other regions of the world with the aim of:
1. Making maximum use of the currently underused capacities of existing Nissan factories.
2. Promoting the development of Dongfeng on the European market and on other markets where Dongfeng is absent.
 
Dongfeng is currently virtually absent from the European market and has suspended its vehicle production plans in Italy. This decision follows pressure from Beijing on Chinese carmakers to slow their expansion in Europe due to trade tensions with Brussels and tariffs on Chinese electric vehicles. Dongfeng's expansion in Europe could, however, ignore the Chinese government's recommendations. Dongfeng is a small carmaker in China, having produced only 381,228 passenger cars in 2024 under its own brands, plus 1,485,031 foreign cars in joint ventures. Dongfeng would therefore see an interest in producing its cars in Europe to expand its customer base, which is currently concentrated in the Chinese market.
VW Group consolidates its position as leader in BEV sales in Europe
Among the top seven BEV carmakerin Europe, the Volkswagen group consolidates its leading position since autumn 2024, benefiting from both a wide and consistent range, a strong revival of the German BEV market on which it is well ahead of its competitors and on the fall in Tesla sales in 2025, of which it has taken over part of the customer base.
 
The Stellantis group is beginning to benefit from the launch of the e-C3, and Renault from the launch of the R5 E-Tech.
The Poissy plant could no longer produce vehicles after 2028
Built by Ford in 1939, sold to SIMCA in 1954 then redeveloped and enlarged several times until producing 500,000 vehicles per year in the early 1970s under the supervision of the American group Chrysler, resold to the PSA Peugeot-Citroën group in 1978. The Poissy plant is today belonging to Stellantis (since the merger of PSA with FCA in 2021) but largely underused, its production volume having gradually decreased from 330,000 vehicles in 2005 to 200,000 in 2010, 100,000 in 2018 and 20,000 in 2020, during the Covid crisis. At this level, the Poissy plant seemed doomed, but one last chance was granted in the form of the arrival in 2021 of the Opel Mokka, a B-segment SUV built on the same platform as the DS 3, the only model produced at this plant in 2020.
 
The success of the Opel Mokka was unfortunately short-lived and its production volume, which reached a peak of 108,500 units in 2022, declined from 2023. This model is scheduled to end its commercial career in 2028. Beyond that, no new model is planned to be produced at the Poissy plant (nor even the replacement for the DS 3 planned for 2026), which could ultimately become a circular economy plant, like the Renault plant in Flins, or a real estate complex incorporating a large football stadium to replace the Parc des Princes, which is located in the 16th district of Paris.
 
Whichever scenario is adopted, the Poissy plant will cease producing cars in 2028, 89 years after its inauguration by Ford.
 
The question is whether the models currently produced there (Opel Mokka and DS 3) will be replaced by new generations, and where they would be produced if these models were replaced. For the moment, no answer is possible, especially since the longevity of the DS brand is far from secured, according to Inovev.
Tesla's sales figures showed no improvement in April 2025
Tesla's global sales volume in April 2025 does not improve compared to the previous month, as Inovev estimates that this volume is 15% lower than in April 2024, while March 2025 was "only" 13% lower than in March 2024.
 
The months of January and February 2025 remain the worst with drops of 15% and 33% respectively compared to January 2024 and February 2024, which means that the sales decline of Tesla the cumulative 4 months of 2025 still reaches 19% compared to the cumulative 4 months of 2024, while it was -24% at the end of February 2025 and -20% at the end of March 2025.
 
Tesla's sales decline is deteriorating in the United States, reaching -8% over the four-month period 2025 compared to -6% at the end of March, while it is improving in China, reaching -18% over the four-month period 2025 instead of -22% at the end of March.
 
But the most worrying situation is in Europe (30 countries), which shows a decline of -50% in April compared to -29% in March, -43% in February and -46% in January. Over the cumulative 4 months of 2025, the decline reaches -39% compared to -37% at the end of March. Not only is the decline in sales very significant in Europe, but the situation does not improve in April. Europe now represents only 13% of Tesla's global sales at the end of April 2025 compared to 17.5% at the end of April 2024.
 
The level of sales is even catastrophic in some European countries such as Germany (-60% over the cumulative 4 months 2025), Sweden (-60%), Switzerland (-60%), Belgium (-58%) and Denmark (-58%) which are not small markets for BEVs.
 
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