🧠 Food for thought

Implications, context, and why it matters.

November timing quirks may have driven Tesla’s UK slide

• UK new car registrations fell 6.3% year-on-year in November, so broader market strain likely played a role.
• October 2025 grew 0.5% year-on-year to 144,948 units 1, which underlines choppy monthly patterns that can skew single-month comparisons.
• Pre-registration practices (manufacturers temporarily register cars to themselves or dealers before the final customer sale to hit targets) can skew monthly figures and hide demand trends 2.
• Through October, the overall UK market was up 3.9% year-to-date to 1,723,120 cars, with battery electric vehicles (BEVs) jumping 23.6% in October alone 1.
• Wait for November brand data from the Society of Motor Manufacturers and Traders (SMMT) and Tesla’s cumulative 2025 share before calling this a competitive loss or shipment-timing noise.

Used EV pricing pressure creates openings for residual value analytics providers

• Supply of used EVs surged 42.4% year-on-year while demand grew 37.8%, a gap that has pressured pricing in recent months, though prices stabilised in July 3. This strengthens the case for residual value analytics providers (firms that model vehicle depreciation to price leases and manage risk).
• BYD registrations jumped 348.6% in October 1, which hints at intensifying EV rivalry that could lift used-EV volumes in the years ahead.
• Leasing companies, fleet managers and insurers need better tools to price residual value risk (the chance a vehicle is worth less than expected at lease end) because used EV prices rose only 0.4% month-on-month in July despite strong demand 3.
• EVs sold in 28 days versus 29 for all cars 3. That gap speaks to liquidity (how quickly vehicles turn) so pricing tools must account for fuel-type-specific velocity patterns 3.