Investors are looking for evidence Musk’s politics are hurting Tesla. It’s hard to find, but California might be turning against Musk—slowly.

Tesla's electric-vehicle registrations in California fell about 12% last year, according to industry data, indicating mounting challenges for the automaker in the key U.S. market.

Registration of Tesla’s electric vehicles (EVs) in California plummeted by 11.6 percent in 2024, a new report has found. The company’s market share also dropped 7.6 percent last year, now holding just 52.

Tesla lost market share and saw a sales decline in California in 2024. Is Elon Musk's support for Donald Trump hurting sales?

While other business factors also came into play, Tesla likely lost business in California as a result of the role Elon Musk played in the U.S. election.

Tesla Inc. registrations plummeted 63% last month in France, the European Union’s second-biggest market for battery-electric vehicles.

Tesla’s sales have dropped by double digits in California, the most important EV market in the US, all while the rest of the EV market is growing. California is the biggest market for electric vehicles in the US and by a wide margin.

For years, Tesla has been the undisputed heavyweight of California’s growing electric vehicle market. It’s dominated sales charts, crushed the competition, and made itself syn