The data actually shows Europe did not have any growth in Q2+Q3, and Jan-Sep YoY growth is only 21%. With BYD, Nio and Zeekr making a big push into European market, demand in Europe will likely soften in 2023, although Q4 deliveries could be fine due to existing order backlog.

— Bob Z., Ph.D.💎 (@BobZ3254) October 6, 2022