If you look at Norway where EV's account for close to 50% of new car sales you'll find that Tesla is not outselling anyone. Most sold EV this year was the Audi e-tron, followed by VW e-golf. Tesla M3 on 5th place. Tesla has the best range, but it's not that far ahead of the competition and it is generally more expensive than the competition.

Tesla still has a 10% tariff there, which is fairly significant.

Source? AFAIK EV's are exempt from all tax. If there is a 10% tariff, then it must be the same for all other manufacturers as well. Anyway, my point was that in a mature EV market Tesla is not the only player.

Yeah, I'm totally wrong. I had assumed the EU tariffs were shared by other nations in the EEA, but it's not true from what I can see. Importing an EU vehicle and US vehicle are the same (except for shipping costs).

Although EU nations, until GF Berlin, aren't quite apples to apples in that regard. But my understanding is that they did final assembly of the S and X in Europe to avoid the tariff, it's only the 3 that suffers.

The issue will be battery supply chain. It’s the new ice engine in the supply chain