USA July 2016

Birthday Boy

Volt, Star Of The Month

July carried on with the recent upwards sales trend, with over 13.000 units registered, up a very healthy 51% YoY, with the EV share increasing to 0.76%, a new all time high.

The Star Of The Month was the Chevrolet Volt, not only it was the first EV to reach the 100.000 barrier, after five and a half years on the market, but it did so by being the Best Seller in July, delivering some 2.406 units, its best performance in two years, does this means the GM product will finally take off? Will it be able to survive the Bolt hype, or will it thrive on the increased traffic due to the Bolt launch?

Looking below, the BMW i3 sales surged to 1.479 units, allowing it to climb to #6, the Kia Soul EV (179 units, new pb) climbed one position to #16 and the BMW 330e climbed two positions to #22, thanks to a pb 81 units. With Kia not willing to satisfy EV demand in full and BMW too busy with the 330e success in Europe, if there weren't production constraints, these two models could certainly go much higher in the ranking.

In the manufacturers ranking, Tesla (27%, down 1%) is comfortable in the leadership, while Chevrolet (18%) is doing a good job at keeping Ford (17%) at bay.

On a side note, 52 Toyota Mirai's and 8 Hyundai Tucson FCEV were registered, with YTD numbers of Fuel Cells now at 303 units this year, making it 0,003% of the US auto market.

Pl	USA	July	YTD	%
1	Tesla Model S e)	2.040	13.324	17
2	Chevrolet Volt	2.406	12.214	16
3	Ford Fusion Energi	1.341	8.576	11
4	Tesla Model X e)	750	7.578	10
5	Nissan Leaf	1.063	6.856	9
6	BMW i3	1.479	4.359	6
7	Ford C-Max Energi	755	3.980	5
8	BMW X5 40e	649	3.226	4
9	Fiat 500e	425	2.645	3
10	Audi A3 e-Tron	349	2.291	3
11	Volkswagen e-Golf	344	1.799	2
12 13 14 15	Chevrolet Spark EV Hyundai Sonata PHEV Por. Cayenne PHEV Volvo XC90 T8	333 375 148 178	1.767 1.735 1.314 1.184	2 2 2 2
16 17 18 19 20 21 22 23 24 25 26 26 28 29	Kia Soul EV BMW i8 Cadillac ELR Ford Focus Electric Smart Fortwo ED Mercedes B250e BMW 330e Por. Panamera PHEV Bolloré Blue Car Mercedes GLE550e Mercedes S550e Toyota Prius Plug-In Mitsubishi I-Miev Porsche 918	179 166 15 58 62 50 81 21 30 1 4 20 1	792 786 511 504 428 360 218 177 140 49 46 46 40 1	1 1 1 1 1 0 0 0 0 0 0 0 0 1
	TOTAL	13.322	76.946	100

 e) Estimate

Source: insideevs.com; Good Car Bad Car

Tesla Model S vs The Others

Pl	Model	YTD 2016
1	Mercedes E & CLS	27.683
2	BMW 5-Series	23.578
3	Tesla Model S	13.324
4	Audi A6	10.150
5	Cadillac CTS	9.219

  

The Model S has found its place in the market, being the bronze medalist, behind the Mercedes E/CLS-Class and BMW 5-Series sales champs, with the rest of the competition unable to catch the Californian.

An interesting stat is that while the Model S is growing 10% YoY, all other models are dropping (Mercedes -11%, 5-Series -9%, A6 -24%(!) and CTS -18%). 

Tesla Model X vs The Others

Pl	Model	July 2016
1	Mercedes GLE	4.412
2	Volvo XC90	2.888
3	BMW X5	2.744
4	Mercedes GLS	2.670
	Tesla Model X	750

The Model X has a tougher job than the Model S, not only it has a larger (And more dynamic) number of competitors, but also because of the SUV-Craze, they are selling faster than their sedan relatives, in July the Model X lost the contact from the top positions, dropping to #10 in its class.

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Norway July 2016

Tough life for these two EV's

It Finally Happened

In June there were 2.998 EV's sold, up 17% YoY, with the EV Share slightly down to 28,7%, the strongest reason for this slowdown in sales has to do with buyers holding off for the increased range BEV's, coming in the last quarter of the year.

The recent slowdown in the BEV front (Down 38%) was counterbalanced by the recent PHEV surge (Up 140%), and that is reflected in the EV monthly models ranking, the Mitsubishi Outlander PHEV (504 units) was once again the Monthly Best Seller, the third fourth fifth consecutive time that a plug-in hybrid wins that honor, with the remaining podium positions also belonging to PHEV's: The VW Golf GTE was Second, with 412 units, followed by its larger GTE relative, the Passat, with 294 units.

The VW e-Golf is back to the downward trend, with 279 units registered, its worst performance since 2014. A case of buyers waiting for the upcoming longer-range version, or are the GTE brethrens cannibalizing sales?

Pl	Model	Sales
1	Mitsubishi Outlander PHEV	504
2	Volkswagen Golf GTE	412
3	Volkswagen Passat GTE	294
4	Volkswagen e-Golf	279
5	Nissan Leaf	237

Looking at the Year-to-date EV ranking, the Mitsubishi Outlander PHEV has finally risen to the First Place, a first for a PHEV in Norway, displacing the VW e-Golf to Second, after 18 months of leadership(!)

The Tesla Model S (43 units, worst result in 20 months) stumbled two positions to #7 to the benefit of the VW Passat GTE, that climbed the same two positions to #5.

A final reference to the Luxury SUV race, the current leader is the BMW X5 PHEV, #12 with 672 units, followed by the Volvo XC90 PHEV, 171 units behind, with the remaining competition far behind these two, the race should be confined to these two, but the Audi Q7 e-Tron had 68 sales in its first full sales month, if these numbers are confirmed with other good performances in the future, Audi's big wagon-on-stilts SUV might still surprise the aforementioned two.

Looking at the manufacturers ranking, Volkswagen (31%) continues in the lead, followed now by Mitsubishi (14%), that displaced Nissan (13%, down 1%) from the Second Place.

Pl	Norway	July	YTD	%	'15Pl
1	Mitsubishi Outlander PHEV	504	3.347	13	4
2	Volkswagen e-Golf	279	3.138	12	1
3	Nissan Leaf	237	2.829	11	3
4	Volkswagen Golf GTE	412	2.507	10	6
5	Volkswagen Passat GTE	294	1.458	6	20
6 7	Renault Zoe Tesla Model S	79 43	1.309 1.284	5 5	8 2
8 9	Audi A3 e-Tron BMW i3	170 98	1.283 1.203	5 5	7 5
10	Mercedes B250e	104	865	3	10
11	Kia Soul EV	102	751	3	11
12	BMW X5 40e	34	672	3	19
13	Volkswagen e-Up!	44	667	3	9
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35	BMW 225xe Active Tourer Mercedes C350e Volvo V60 Plug-In Volvo XC90 T8  Nissan e-NV200 / Evalia Mercedes GLC350e Peugeot iOn BMW 330e Mitsubishi I-Miev Citröen C-Zero Mercedes GLE500e Peugeot Partner EV Porsche Cayenne Plug-In Renault Kangoo ZE Audi Q7 e-Tron Smart Fortwo ED BMW i8 Tesla Model X Ford Focus Electric Citröen Berlingo EV Renault Twizy Mercedes S500e Others	70 74 51 77 76 59 8 24 22 7 15 7 3 68 1 10 23 1 2	545 539 511 501 482 363 199 158 146 140 120 80 78 73 70 32 31 30 22 11 5 4 6	2 2 2 2 2 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0	N/A 22 12 N/A 14 N/A 13 N/A 26 16 27 18 24 17 N/A 15 25 N/A 21 23 29 30
	TOTAL	2.998	25.459	100

Models breakdown by Fuel Source

The percentage of plug-ins in the general ranking is so significant, that we've decided to make a separate table for the breakdown of models by fuel source:

Pl	Model	Sales
1	Mitsubishi Outlander PHEV	504
2	Volkswagen Golf GTE	412
3	Skoda Octavia	301
4	Volkswagen Passat GTE	294
5 6 7 8 9 10	Volkswagen Golf ICE Volkswagen e-Golf Toyota RAV4 Toyota Yaris Toyota Auris Nissan Leaf	281 279 277 266 251 237

With 29% share, the EV's performance in the general ranking is increasingly more relevant, of the 972 units sold by the leader VW Golf in July, only 281, or 29%, didn't had a Plug.

If we split models by fuel source, the Mitsubishi Outlander PHEV was the best selling model, outselling the Golf GTE and the Skoda Octavia (BTW, when will we have a PHEV Octavia, Skoda?), with another PHEV, the VW Passat GTE, in #4, making it three plug-in hybrids in the Top 4 positions.

The remaining two Plug-ins in the Top 10 were BEV's, in #6 we have the VW e-Golf, only two units behind the regular ICE versions of the VW Golf, while in #10 the Nissan Leaf makes itself noticed.

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