Canada November 2018

Tesla Model 3 leads the way

November registered some 3.000 plugins in Canada, up 53% YoY, with the PEV share reaching 2% last month, with the 2018 share stable at 2.2%.

Despite not reaching the same outlandish scores that it gets South of the border, the Model 3 is leading the way in Canada, with November being its third month of consecutive Best Selling wins, allowing it to lead the YTD ranking by a sizeable margin, with over 6.000 units, shattering the previous yearly record (4.313 Chevy Volt, in 2017), and preparing itself to give Tesla the second Models trophy, after the first having been won in 2015 by the Model S. 

But proof that not only Tesla, but the market as a whole is expanding, is the fact that the #2 Nissan Leaf and the #3 Mitsu Outlander PHEV have also broken last year yearly record, with the #4 Volt also on track to beat its own personal best.

The ranking remained stable this month, with only two changes, the Tesla Model S climbed one spot to #12, while the Smart Fortwo ED was also up one position, to #19.  

Below the Top 20, the Jaguar i-Pace had its first full deliveries month, with 20 units, and should be a familiar face in the 2019 Top 20.

Regarding the manufacturers podium, Tesla (22%) is head and shoulders above the competition, while the 2017 winner Chevrolet (16%) is now relegated to Second Place, with Nissan (13%) and Mitsubishi (12%) running for Third Place.

Norway November 2018

A lot of these are landing in Norway

57% PEV Share! 

Despite not hitting March's record sales, mostly due to the PHEV slump (-38%), nervertheless, thanks to the BEV brilliant performance (5.087 units, +88% YoY), PEV sales grew 20% in November to 7.001 units, that added to the sales drop (-10%) on the mainstream market, leading to large BEV (41%) and PEV (57%) shares, and the share could have been even more outlandish, if this result had happened on an end of quarter, as we would had the help of the Tesla Tide. Maybe in December?

In this context, 2019 should see Norway get some 70% PEV share, with peak months possibly reaching 90%. Ambitious? Possibly, but this year market share is already at 52%(!), and next year we will see the Tesla Model 3 cross the ocean, a 60kWh Leaf, the Kia Niro EV, first full year of the Hyundai Kona BEV, etc...Now, it doesn't sound so outlandish, does it?

Proof of that are plug-ins reaching 57% share last month, with the fuels mix now showing BEVs well above everyone else (41%), followed by gasoline and diesel, both with 17% share.

At this pace, Diesel should be dead in Norway in two years time...

Looking at last month Top Sellers, if the podium didn't provided any surprise, with the leader Nissan Leaf scoring another four-digit performance, with 1.209 units, being followed by the #2 VW e-Golf and the #3 BMW i3, that had 714 deliveries, the model best result in two years.

Outside the podium, things were more interesting, with the refreshed Mitsubishi Outlander PHEV performing  its best result in the last 32 months, with 616 units, reaching the Fourth Position, while the #5 Renault Zoe broke its personal record, by delivering 464 units.

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Looking at the 2018 ranking, the only Top 10 change was the Hyundai Ioniq Electric climbing to #9, thanks to 358 deliveries, a new record for the Korean EV.

Interestingly, there are 7 BEVs in the Top 9 spots, which says a lot on where the market is going...

Elsewhere, the Korean nameplates continue to climb positions under the radar, the runnout-mode Kia Soul EV is now #15, having surpassed the Audi A3 e-Tron, while the Kia Niro PHEV climbed to #17, getting in front of another VAG plugin hybrid, the VW Golf GTE. Interesting coincidence, isn't it? 

Proof of the BEV mommentum is the Jaguar i-Pace joining the ranking, in #20, thanks to 335 units, while another long range BEV is about to join, as the Opel Ampera-e is now #21, with 903 units, thanks to 178 deliveries in November, the model best performance in over a year. Has General Motors finally decided to open the production gates (and European allocation) of its small EV?

A final reference to the 130 registrations of the Hyundai Kona EV, due to production constraints in Korea, it seems the local Hyundai importer is having troubles to satisfy the thousands-long waiting list for the model.

Looking at the manufacturers ranking, Nissan is in the lead (19%), now being followed by Volkswagen (15%), that has surpassed BMW (13%, down 2%), with Tesla and Volvo, both with 11% share, still trying to oust the German brand from the podium, although realistically, only Tesla has a fighting chance to reach Bronze, as it will benefit from the usual end-of-quarter peak, while their two competitors are too dependent from the increasingly out-of-fashion PHEVs.

Models breakdown by Fuel Source

With the PEV share at 57%, the plug-in market continues to merge with the mainstream, breaking down sales by fuel source, we have three BEVs in the podium, followed a balanced mix of plugins, with 3 BEVs and 2 PHEVs, but the telling story is that the Best Selling HEV (Toyota RAV4) was only #9, with the remaining Top 10 hybrid (Toyota Yaris) ending behind it.

With regular ICE models (again) wiped out from the Top 10, and the Best Selling HEV only #9, will we see a 100% plug-in Top 10 soon? Let's say...In December? 

I mean, it's not that difficult, we just need to add both Tesla models…

Also interesting is to see Toyota, historically a popular brand in Norway, is losing significant portions of share due to the fact that it doesn't have BEVs…

A taste of things to come? Possibly, and also a warning for other brands with no short term EV plans: "Go EV or Lose (share)" 

France November 2018

BEVs step up 

The French PEV passenger car market registered 4,988 registrations in November (+71% YoY), with all-electric models jumping (+119%), thanks to the highest growth rate in over 2 years, while plug-in hybrids recovered from the post-NEDC hangover (+11%).

This recent pick up pulled the 2018 PEV share to a record 2%, with BEVs alone having 1.4% share (+0.1%), while PHEVs remained stable, at 0.6%.

Looking at November Best Sellers, the Renault Zoe recent registrations uptick (+144%!), with 1,895 units in November (#20 in the mainstream market) was the main reason for BEVs to shine, but it wasn't the only one, as the #2 Nissan Leaf tripled sales to 420 deliveries, while the BMW i3 had its best performance in 8 months, thanks to 229 units. 

But the real events were the #4 Peugeot iOn (258 units) and the #6 Citroen C-Zero (224) performances, that thanks to the Free2Move car-sharing deliveries, allowed both nameplates to break their personal records, an impressive feat, considering both models landed 608 8 years ago...

Interestingly, after Madrid and Lisbon, Paris is the third city to use large numbers of the tiny EVs in car-sharing fleets, which highlights the future importance of small, cheap, EVs in car-sharing fleets, once these kinds of companies become commonplace.

Pl	Model	Sales
1	Renault Zoe	1895
2	Nissan Leaf	420
3	Mitsu. Outlander PHEV	320
4	Peugeot iOn	258
5	BMW i3	229

In a market known for its stability, this time there were a number of changes, with BEVs on the rise, not only the #8 Peugeot iOn and #12 Citroen C-Zero jumped positions, but the Tesla Model S also climbed 2 positions to #13, surpassing the Porsche Panamera PHEV and becoming the Best Selling Luxury car.

Another model shining is the Hyundai Ioniq Electric, that climbed one position to #17, thanks to 112 units, its best result since March.

On the PHEV side, the Mitsubishi Outlander PHEV took full profit from the restyling, climbing to #6, thanks to 320 units, the nameplate best result since 2014.  

Outside the Top 20, the Land Rover Range Rover PHEV had 210 registrations, a surprisingly high number for the British Land Yacht, allowing it to reach #7 in November and opening up the possibility to join the 2018 Top 20 in the last month of the year.

In the brands ranking, Renault (36%) continues in the leading position, followed at a distance by the #2 Nissan and the #3 BMW, both with 11% share. 

Netherlands November 2018

Boatloads of i-Pace are being delivered here 

Jaguar i-Pace steps up the pace

November had 3,499 plugin registrations, up 221% YoY and the market best month since December '16, which translates in a PEV Share of 10%, and pulls the year to date count to 20,516 units (+153%), with the 2018 PEV share now growing to 4.8%, with BEVs representing 87% of registrations.

This good market performance was the result of several good individual results, starting with the Best Seller of the Month, the Nissan Leaf, that registered 657 units, its second consecutive record month. Interestingly, the Nissan Evalia EV (38 units) also had its best result in 4 years, which means both of Nissan EVs are expanding sales.

The Jaguar i-Pace reached the Second Spot, with 607 units, antecipating an historic December, where deliveries should cross well into the thousands…Jaguar dealerships will probably have to work on overtime during December, in order to avoid a delivery-hell.

This time the Tesla Model S won the Bronze medal, thanks to 428 deliveries, its best off-peak result ever, so we can expect another 1,000-plus performance in December.

Interestingly, the 308 Tesla Model X deliveries also represented that nameplate best off-peak performance here, so we can expect at least some 800-1,000 deliveries in December for the Sports-Minivan-SUV, which would make Tesla cross the 2,000 deliveries in one month. Well, it should also be a nice rehearsal for the upcoming Model 3 delivery tsunami...

Of course, the higher taxation of expensive BEVs next year might have something to do with this sales surge, but something tells me (ahem, Tesla Model 3...) this explosive growth is set to continue through 2019.

Pl	Model	Sales
1	Nissan Leaf	657
2	Jaguar i-Pace	607
3	Tesla Model S	428
4	VW e-Golf	359
5	Tesla Model X	308

Looking at the 2018 ranking, while the Top 8 positions remained the same, the Jaguar i-Pace keeps jumping positions, with the British SUV reaching #8 in November, as it tries to end the 2018 ranking in the podium. 

Just outside the Top 10, the Mitsubishi Outlander PHEV rose two positions to #11, thanks to 209 registrations, the nameplate best result in 23 months. With the Japanese SUV only 52 units behind the current Best Selling PHEV, the #10 Volvo XC60 PHEV, with 455 units, it seems the Mitsubishi model will recover the trophy it has won for the last time in 2015.  

The Hyundai Kona EV had 167 deliveries, its best performance so far, as it tries to join the Top 10 and make a  100% BEV Top 10.

Outside the Top 20, a mention to the Land Rover PHEVs, with the  brand delivering 69 plugin hybrid Range Rovers, a new record for the maker.

In the manufacturers ranking, Tesla (31%, down 2%) is the undisputed leader, with Nissan (15%, up 1%) in Second Place, while the race for the Third Spot is hot, with #3 Volkswagen (11%, up 1%) on the podium, but with BMW and Hyundai dangerously close, both with 10%.

Source: RAI Vereniging