The Smart Financial APP learned that the global leader in electric vehicles, Tesla (TSLA.US), attributes the chaos at its Swedish supercharging stations to a long-term strike by local unions. According to media reports, Tesla's management team accused one of its supercharging stations in Sweden of causing a mile-long queue of electric vehicles during a busy holiday weekend, emphasizing that the local union organization was responsible.

According to local media reports, the small town of Maren in Sweden, located near several popular ski resorts in the country, was hit first and foremost by the "Tesla supercharging station queue crisis" on Sunday, with over 150 Tesla owners having to queue for electric vehicle charging in the harsh local temperature of minus 20 degrees Celsius (minus 4 degrees Fahrenheit).

Max de Zeg, head of Tesla's charging network, officially responded to the queuing phenomenon, stating in a post that Swedish union members have been on strike for 14 months because Tesla refuses to sign a collective wage negotiation agreement with its factory workers, leading to a long-term strike initiated by Tesla workers in Sweden who signed union agreements.

If it weren't for the long-term strike initiated by Swedish workers, more than 100 supercharging stations in Sweden could have been vibrant this cold winter, providing a powerful supercharging network for Tesla owners," de Zeg from Tesla wrote in a post on X. "Tesla supercharging stations are critical infrastructure for electric vehicles, especially during peak travel periods in such cold seasons."

It is understood that since October 2023, Tesla has faced joint collective strike protests from several union organizations in the Nordic region. In the past year, dock unloading, truck delivery, mail services, garbage collection, and the unloading of electric vehicles at ports in Sweden have been repeatedly obstructed by strikes. In this high-welfare Nordic country, where over 90% of workers have signed union agreements, there is currently little evidence that either side will back down.

When media reporters contacted Tesla's representative in Sweden, the representative refused to comment. Since Trump's election victory in November, Tesla's stock price has risen by as much as 70%.

From the annual data perspective, Tesla's total deliveries in 2024 were 1.79 million units, a year-on-year decrease of 1.1%, falling short of the 1.806 million units predicted by 19 Analysts surveyed by LSEG. This also marks the first annual decline in delivery volume in Tesla's delivery history. However, Tesla's cumulative sales in the China market grew by 8.8% in 2024, reaching a historical high of over 0.657 million units in a highly competitive Chinese market.

In recent years, the significant reduction in electric vehicle subsidies in Europe, persistent high inflation in the USA, and the pressure of high interest rates have led the market to shift towards lower-priced hybrid cars and traditional RBOB Gasoline vehicles, along with the intense competitive pressure from new global electric vehicle players, all of which have greatly hindered Tesla's global delivery volume.

Regarding delivery volume expectations, although the 2024 delivery volume failed to meet market expectations, the team of Analysts led by seasoned Analyst Dan Ives at Wedbush is highly confident in Tesla's ability to increase its delivery volume growth rate in 2025. Wedbush expects Tesla's targeted delivery growth rate to be between 20%-30%. Additionally, the Institutions anticipate that Tesla will launch a lower-priced electric vehicle model in early 2025, which could serve as a potential catalyst for increasing Tesla's overall electric vehicle delivery volume.