---
title: "Tesla US Sales Near 4-Year Low in November: TDS"
date: "2025-12-12"
modified: "2025-12-12"
authors:
  - name: "Joel Feder"
    job_title: "Director of Content and Product"
    link: "https://www.thedrive.com/authors/joel-feder"
url: "https://www.thedrive.com/news/tesla-us-sales-near-4-year-low-in-november-tds"
categories:
  - "News"
  - "The Downshift"
---

# Tesla US Sales Near 4-Year Low in November: TDS

![Tesla Model Y at a charging station](<https://www.thedrive.com/wp-content/uploads/2025/09/tds-tesla.jpg>)
*\<em\>Tesla\</em\>*

Good morning and welcome to *The Downshift*, or *TDS* for short.

Short, snappy, and early, *TDS* gathers the latest automotive news from around the world and puts it in one place. Stories are summarized in a single sentence accompanied by a link for those seeking more information.

The first cup of coffee is gone and I'm already onto the second, so let's get into it.

🚘 What I’m driving: Heading into the weekend with the 2026 Lucid Air Touring and a sub-zero blast of arctic air is headed here to Minnesota with highs not even reaching 0 for the weekend. Really looking forward to seeing how the Air performs in the frigid weather, but so far, have to say how incredibly impressed I am with how this thing drives in the snow, though, the software has some teething issues still.

📉 Tesla's U.S. [November sales dropped to a nearly four-year low](<https://www.reuters.com/business/autos-transportation/tesla-us-sales-drop-nearly-3-year-low-november-despite-launch-cheaper-versions-2025-12-11/>), which is despite the automaker's rapid attempt to turn the tide with the introduction of cheaper versions of it best-selling EVs; the Cybertruck is ostensibly a colossal flop.

🏁 [NASCAR settled a case](<https://www.roadandtrack.com/news/a69698882/nascar-settles-case-team-owners-including-michael-jordan/>), which included major concessions from the racing organization, with team owners including Michael Jordan over the racing series' charter agreements.

🔌 Volkswagen might flip the script and [sell range-extended electric cars in the U.](<https://www.autonews.com/volkswagen/ane-vw-range-extender-expand-outside-china-1211/?utm_id=gfta-ur-251212&share-code=AJ7NRGF5W5HC3JCBIMD4AOGQRE&user_id=4532198&customer_secondary_source=aac_articleGifting>)[S](<https://www.autonews.com/volkswagen/ane-vw-range-extender-expand-outside-china-1211/?utm_id=gfta-ur-251212&share-code=AJ7NRGF5W5HC3JCBIMD4AOGQRE&user_id=4532198&customer_secondary_source=aac_articleGifting>)[. and Europe](<https://www.autonews.com/volkswagen/ane-vw-range-extender-expand-outside-china-1211/?utm_id=gfta-ur-251212&share-code=AJ7NRGF5W5HC3JCBIMD4AOGQRE&user_id=4532198&customer_secondary_source=aac_articleGifting>) to ease consumers' range anxiety fears.

🤖 The U.S. Federal Government's investigation of Waymo self-driving taxis driving in front of and around stopped school buses has [escalated to a full recall covering 3,067 taxis](<https://www.caranddriver.com/news/a69093938/waymo-robotaxi-nhtsa-school-bus-investigation/>) triggering a software update to fix the issue.

🎉 The 2027 Porsche 911 GT3 lineup sees the [addition of a 90 F.A. Porsche limited-edition model](<https://www.caranddriver.com/news/a69701021/2027-porsche-911-gt3-fa-porsche-details/>) to celebrate what would be Ferdinand Alexander Porsche's 90th birthday.

🪓 The plug-in hybrid Mercedes-Benz AMG C63 was not well received in the market and now it's [reportedly getting the axe ](<https://www.evo.co.uk/mercedes/c63-saloon/208374/the-mercedes-c63-is-getting-the-axe-but-not-for-the-reason-youd-think>)after just three years, but it seems sales aren't what doomed the electrified AMG in end, rather it might be new looming sound regulations, ironically.

🪫 Reportedly Europe is set to [scrap the 2035 new gas-powered car sales ban](<https://www.autocar.co.uk/car-news/consumer/europe-scraps-2035-new-ice-car-sales-ban-report>) with confirmation said to be coming Tuesday.

𝑴 BMW XM project manager Alexander Karajlovic has been [appointed the new Vice President for BMW's M division](<https://www.autocar.co.uk/car-news/business-corporate/movers-and-shakers-latest-job-moves-car-industry>) for future product development.

🐎 The 2026 Ford Mustang Mach-E's [frunk will be optional](<https://youtu.be/_LfjXmoOHdg?t=747>) in a bid to lower costs and shave money off the window sticker.

*Have feedback on the formatting of TDS? Send us a note: tips@thedrive.com*

## Author
Overseeing what you see, read, touch, hear, and interact with from the vast lakes of Minnesota, Joel Feder shapes how The Drive looks and operates as the head of content and product initiatives. On a daily basis, Joel leads the newsroom and editorial staff playing point on both short-term coverage and long-term strategic plans. His mission is to help ensure The Drive shapes the future of automotive media by helping the team execute original reporting, breaking news, and exclusive opportunities. Regarded as an industry insider and recognized by colleagues, fellow journalists, and manufacturers as a point-person and leader in the industry, Joel owns and runs the largest automotive professionals group on Facebook in an effort to serve and help others. Joel serves as a juror for the World Car Awards. In addition, he is the board chair and chair of the governance and nominating committee for Move Forward MN, a local non-profit that helps at-risk youth with barrier-free mental health and housing services. While you’re reading this he’s either on his computer or iPhone chasing the latest news or drafting a story.

### Author social links  
[Instagram](<https://www.instagram.com/joelfeder/>)  
[LinkedIn](<https://www.linkedin.com/in/joelfeder/>)  
[Bluesky](<https://bsky.app/profile/joelfeder.bsky.social>)  
[Email](<mailto:joel@thedrive.com>)