World Top 10 January 2015

BYD Qin in a rare picture outside Showrooms

Models - New Trends

Some 24.000 plug-ins were sold last month, which represents a significant 60% increase over the same month last year, if this growth margin continues until the end of the year, we could be witnessing the half a million units a year barrier broken. 

The top two podium places seem to be where they always were, with the Leaf on top followed by the Outlander PHEV, but the truth is that the Leaf leadership was much more disputed than usual, with only the japanese numbers allowing it to distance itself from the rest of the competition. 

The closing gap is possible to see on the market share, 2014 ended with the japanese hatch holding 19% of the market, now that number has dwindled to 14%, only 2% above the Outlander, it looks that this year the leadership will be on the table for more than one ocasion...

In Third we have the ever-improving  BYD Qin (1.911 units, zillionth thirteenth consecutive record), consistently growing every month since it landed, now that the much awaited Tang SUV is coming, let's see if this will affect Qin's sales, many eyes will look to them, especially Tesla...

Speaking of the american rock-star carmaker, while the Model X is being prepared for its debut, the Model S is doing all the heavy lifting, with 1.755 registrations, it started the year in #4, the same position it had a year ago, so no surprises here, just like the #5 BMW i3, inline with the most recent performances, but its below is that things get interesting... 

The VW Golf plug-in Twins (e-Golf and Golf GTE) surge to #6 and #7 respectively, with the first winning the edge thanks to the US-registered units (When will the GTE arrive to America? Is VW afraid that it would be trounced by the 2nd Gen Volt?), confirms the new trend of Volkswagen getting in the game for real, while the  #9 Renault Zoe continues to impress, starting where it left off last year.

As for the Prius Plug-In and Chevy Volt, the downward trend of last year continues for them, both screaming replacement! as they see their 2013 positions (#2 for the Volt and #3 for the Prius) more and more from a far.

Pl	WORLD	Jan.	YTD	%	'14Pl
1	Nissan Leaf	3.492	3.492	14	1
2	Mitsubishi Outlander PHEV	2.895	2.895	12	5
3	BYD Qin	1.911	1.911	8	7
4 5 6	Tesla Model S BMW i3 Volkswagen e-Golf	1.755 1.331 1.207	1.755 1.331 1.207	7 5 5	3 6 21
7	Volkswagen Golf GTE	1.033	1.033	4	33
8	Toyota Prius Plug-In	868	868	4	5
9	Renault Zoe	720	720	3	9
10	Chevrolet Volt (1)	642	642	3	4
	TOTAL	24.211	24.211

Manufacturers -  Volkswagen Surges

As in the models ranking, if the top two positions seemed like a certainty, both Nissan and Mitsu had to use their domestic registrations to remove Volkswagen from the leadership, in what would be an even more shocking news, but the fact that the german manufacturer surged from #11 to #3 in what is usually a stable ranking is something to take notice.

In #4 we have another threat to the top two, BYD continues its never-ending sales-record streak, delivering 2.334 units in one month, dropping Tesla to #5, the California-based brand needs the Model X urgently, as the competition starts to diversify their lineup (Mitsu, VW, BYD, Renault, Ford and Chery have three or more models on sale), BMW and Renault remain stable, while Ford, Toyota and Chevrolet drop several positions in the ranking, with the first down three positions to #8, the second drops four positions to #10...And Chevrolet dives seven(!) positions, from #4 to #11. Yep, for the first time ever, Chevy is out of the Top 10 ranking.  

Pl	WORLD	Jan.	YTD	%	'14Pl
1	Nissan	3.604	3.604	15	1
2	Mitsubishi	3.286	3.286	14	2
3	Volkswagen	2.492	2.492	10	11
4	BYD	2.334	2.334	10	7
5 6 7	Tesla BMW Renault	1.755 1.625 998	1.755 1.625 998	7 7 4	3 9 8
8	Ford	940	940	4	5
9	Chery	917	917	4	12
10	Toyota	875	875	4	6

(1) - Includes Holden Volt, Opel and Vauxhall Ampera;


A final remark on the Rising Powers, if we split sales by carmakers origin, the market shares of 2015 look like this:

Japan - 32%
Germany - 22%
China - 21%
USA - 14%
France - 5%

Comparing with the 2014 ranking:

Japan - 38%
USA - 24%
China - 17%
Germany - 11%
France - 6%

And the All-Time ranking:

Japan - 43%
USA - 25%
China - 11%
France - 9%
Germany - 7%

We can see Japan leadership slowly eroding, while China and, most impressively, Germany, become two major players on the market, while at the same time the US carmakers decline and France becomes more and more a secondary player.

Markets Roundup January 2015

VW Golf plug-in Twins

The Golf Twins success (Or how Plug-ins are going mainstream)

After ending 2014 with numbers a bit below of what was expected from a manufacturer like Volkswagen (It was #1 only in Norway), the german brand had a great beginning this year, leading several rankings throughout Europe, with #1's in the Netherlands (GTE), Norway (e-Golf) and Germany (GTE), and the GTE leading the Best Selling PHEV ranking in France and Switzerland.

If in Norway this sudden burst in sales is explained by the addition of the Heat Pump and the fact that electric cars are already mainstream (They had 18% share last month), the Golf GTE recent success in Europe is something else, as plug-ins expansion progresses, they are starting to go beyond the early adopters niche and going into mainstream buyers, where expectations regarding cars are a bit more conservative, as they prefer established brands and models (What could be more established than the Best Selling car in Europe?) and without range issues, that's why the e-Golf failed to succeed, early adopters preferred other electric cars to a high priced everyday Golf, while at the same time it didn't appealed to mainstream consumers, as the cheaper ICE Golf had the ability to go everywhere without a sweat.

Here enters the VW Golf GTE, an established car without range issues that can still go 50 kms fully electric, on top of that, it benefits from the special aura that sporty Golf's enjoy (Let's call it the  GTI-Factor), and all for a decent price (+/- 37k €, VW wasn't greedy this time), making it an attractive proposition for anyone buying a car, plug-in or otherwise.

Add that to the end of the Opel Ampera (Those 15.000 buyers will eventually need to replace their aging plug-ins...), disappearing what it could be it's #1 PHEV rival, and several incentives to plug-in car buyers and you have a perfect storm for the success of the GTE, it might even overcome the Outlander PHEV as the Best Seller in Europe.

Another interesting proposition is the Audi A3 e-Tron, basically the same package, but with a more premium flavor, the regular A3 was #10 in the 2014 European Best Selling Cars ranking, so anything below that position in the EV ranking would be a failure for the german car, especially considering that only cars on the regular Top 10 Euro ranking have a plug-included mass-produced version (Golf, A3 and Clio-based Zoe).


 







Trends in the G8 

In the Top Markets volumes, there were a few surprises, some good (UK, Norway, Netherlands and China continue beat the best expectations), others not so good (The US and Japan demand is softening).

In the models rankings the BMW i3 won its first podium seat in the US, the aforementioned the Golf GTE surprised in several markets, just like the e-Golf in Norway, a market where the Outlander PHEV scored a Third Spot, a first for a plug-in hybrid, in Germany the Kia Soul EV got a surprising #4 (And best-selling foreign car, step by step the korean car is making its way to the top).

In China the cat-with-nine-lives Chery QQ EV started the year in Second, only behind the untouchable BYD Qin.

Chery eQ, basically the QQ EV with a decent battery (200 kms range)

Other Markets 
Looking at other markets, there are some record numbers to report, Ireland scored 138 in the first month of the year (The record 256 units sold in the whole year of 2014 should be blown to pieces this year), while Belgium registered 311 plug-ins, almost three times more than it did twelve months ago...

Regarding EV Share, some markets gave great indications for the rest of the year, with Switzerland joining the 1% Club (1,49% vs 0,75% last year), Ireland jumping from 0,27% to 0,46%, and Hong Kong tripling the EV Share to 1,22%, making it the eighth market to reach 1% barrier, will we see this club reach 10 members by the end of the year? 

Probably, the UK (0,97%) and Belgium (0,78%) will probably be the next in line, but there are other candidates too (Japan, USA, France, Austria, Denmark...).


Sales by Continental Areas 

Looking at sales by Continents, if Europe is well documented here, with the Outlander PHEV and the Golf Twins ahead, the other two continental areas with significant EV Volumes have been largely undocumented as whole markets, so here's an insight on them:

Americas

Pl	Model	Jan.
1	Nissan Leaf	1.202
2	Tesla Model S	1.100
3	BMW i3	704
4	Chevrolet Volt	648
5	Ford Fusion Energi	436

Basically it's the US ranking with Canada added, the top 5 positions remain the same, with Tesla benefiting from a great month in the Northern Neighbor to reach closer to the Leaf, while the Volt also sees a small uptick in sales, thanks to the Canadian appetite for the GM car.


Asia - Pacific

Pl	Model	Jan. '15
1 2	BYD Qin Nissan Leaf	1.911 1.413
3	Mitsubishi Outlander PHEV	915
4	Chery QQ EV	552
5	BYD e6	423
6 7 8 9 10	Zotye E20 Toyota Prius Plug-In Chery eQ Roewe 550 PHEV Tesla Model S	408 400 355 348 215

Here things become more intriguing, with the Top Two markets (China and Japan) taking the shots and with only two models present in both (Tesla Model S and Nissan Leaf / Venucia Morning Wind), this is a mix between both markets, the big news is that unlike what many might think, the Best Selling Plug-in here is not the Nissan Leaf, but a chinese car: The BYD Qin numbers in China are so high, that they are enough to outsell the whole APAC sales of the Leaf!

Also of notice is the fact that the best-selling non-asian car here is Tesla's Model S, only #10 in the ranking.

Europe January 2015

Customers are going for them

The Empire Strikes Back Edition

Still without Austria and Portugal numbers, the European market had more than 9.500 units registrations in January, almost doubling sales regarding January '14 (5.226 units), as the first month of the year is usually one of the slowest, there are reasons to be optimistic for the rest of the year.

Looking at the models ranking, we can see Volkswagen recovering for the lost time regarding plug-ins, with both the e-Golf (Thank you Norway) and the GTE (Thank you Netherlands) in podium positions, if we think that both cars are basically the same model, the Best Seller would be the VW Golf, but as both are considered different beasts (The first is a Leaf-killer, the second is a sporty PHEV)  we should see them different identities, so the Best Seller for now is still the Outlander PHEV, with 1.980 units.

In the Top 10, the only real changes happened to VW's: If the Golf GTE sales surged to four digits, meaning that in its first real sales month it reached  #2 (Should Mitsu be worried?), its more sedate relative, the e-Golf finally broke into the four digit league, collecting at the same time its first podium seat. Unlike its larger brothers, the e-Up! had a disappointing performance, selling only 263 units, the worst result since it landed in 2013, dropping four positions, from #6 to #10.

But changes didn't stopped there, in the second half of the ranking, underlining a great month for VAG, the Audi A3 e-Tron climbed to #11 and the Porsche Cayenne to #12, with the SUV selling 237 units, a sales level never before reached by the sports-car brand (The Panamera Plug-In monthly sales record is 128 units), will it reach a Top 10 position soon?

The Kia Soul EV also has been quietly ramping up sales, with the personal best score of 224 units allowing it to climb to #13.

On the other hand, there are two models starting the year with poor performances, the regular as a clock Renault Kangoo ZE  registered only 125 units, its worst result since 2012, a mere blip or something to worry about? As for the Prius Plug-In, the sales dive is no longer news, after a Fifth Spot in 2012 (#2 in the PHEV chart), with 8% share, and holding on into the next year (#6 in 2013 & #3 in the PHEV chart, with share dropping 2% to 6%), it has been downhill since then (The japanese ended 2014 in #14 and 1% share), and starting the year in #20 doesn't sound very promising. A new and improved model is needed urgently, Toyota...

Looking at the brands ranking, Volkswagen is the surprise leader, surging to 24% share (Last year it had only 9%), followed by Mitsubishi (22%), while Nissan is Third with only 11% share.

Pl	Europe	Jan.	2015	%	'14Pl
1	Mitsubishi Outlander PHEV	1.980	1.980	21	1
2	Volkswagen Golf GTE	1.033	1.033	11	22
3	Volkswagen e-Golf	1.026	1.026	11	9
4	Nissan Leaf	988	988	10	2
5	Renault Zoe	709	709	7	3
6	Tesla Model S	549	549	6	4
7	BMW i3	502	502	5	5
8	Volvo V60 Plug-In	475	475	5	7
9	Smart Fortwo ED	297	297	3	10
10	Volkswagen e-Up!	263	263	3	6
11	Audi A3 e-Tron	242	242	3	19
12	Porsche Cayenne Plug-In	237	237	2	28
13	Kia Soul EV	224	224	2	23
14 15 16 17 18 19 20	BMW i8 Renault Twizy Renault Kangoo ZE Bolloré Blue Car Mitsubishi I-Miev Peugeot iOn Toyota Prius Plug-In	182 127 125 120 101 77 69	182 127 125 120 101 77 69	2 1 1 1 1 1 1	15 11 8 13     17 21 14
	TOTAL	9.569	9.569

China January 2015 (Updated)

The most recent addition to the Zotye EV lineup: The Z100 EV, E20's one-size larger brother

Breathing Time Edition

January is the slowest month in the Chinese EV Market, with sales still recovering from the December push, which is usually the best-selling month of the year, with this in mind, sales last January stood at some 5.200 units, almost half of what it was in previous month of December (10.000 units), but if we compare with January of last year, there is a 150% jump in sales, which could indicate some 145.000 units being sold this year.

Looking at the models ranking, the BYD Qin continues to amaze, consistently breaking its personal best performance, month after month, it's now at 1.911 units, a result that represents a third of all plug-ins sold in China last month.

In second we have the Thought Dead Chery QQ EV with a robust 552 units, with another BYD in Third, the e6 triples the sales made twelve months ago to 423 units. With the Denza making its first steps (23 units this month) and the upcoming landing of the Tang SUV, it sure looks that BYD will win another Best-Selling Manufacturer title this year.

There are two Plug-In Hybrids looking to get some piece of BYD Qin's pie, the Roewe 550 PHEV is slowly climbing the ranking, while the GAC Trumphi GA5 REV (Long name, eh?) enters the radar in #9 with 145 units. 

A final note on Tesla performance, with only 120 sales, it was only #11 in the ranking a very unfamiliar position for the american carmaker, let's hope Tesla's new management in China gets it right. 

Pl	Model	Jan. '15
1 2	BYD Qin Chery QQ EV	1.911 552
3	BYD e6	423
4	Zotye E20	408
5	Chery eQ	355
6 7 8 9 10 11 TOTAL	Roewe 550 PHEV Zotye Z100 EV Venucia Morning Wind GAC Trumphi GA5 REV BAIC E150 / E200 EV Tesla Model S  e)	348 184 172 145 132 120 5.200

(e) - Estimate

Source: Chooseauto.cn; China Auto Web

Switzerland January 2015 (Full Ranking)

Zoe back at #1 in a Full Ranking Edition

The Swiss EV market started the year in a positive note, with 274 units sold, although it helps to have a full ranking available, with the EV Share rising to a record 1.48%.

In the models ranking. the Renault Zoe recovered the #1 spot, but the Golf GTE is just 1 unit behind, with the Model S also close, in Third with 30 units, so anything can happen in February. The BMW i3 started the year in Fourth.

Switzerland	Jan '15	%
Renault Zoe	38	14
Volkswagen Golf GTE	37	14
Tesla Model S	30	11
BMW i3	24	9
Mitsu. Outlander PHEV	17	6
P. Cayenne Plug-In	16	6
Nissan Leaf	14	5
Audi A3 e-Tron	11	4
Volkswagen e-Golf	11	4
BMW i8 Renault Twizy Nissan e.NV200 / Evalia Renault Kangoo ZE Smart Fortwo ED Volvo V60 Plug-In Volkswagen e-Up! Opel Ampera Mercedes B-Class ED Volkswagen XL1 Porsche 918 Mercedes S500 Plug-In P. Panamera Plug-In Citröen C-Zero Citröen Berlingo EV Peugeot Partner EV McLaren P1	10 9 9 9 8 6 5 3 3 3 2 2 2 2 1 1 1	4 3 3 3 3 2 2 1 1 1 1 1 1 1 0 0 0
TOTAL	274	100

Source: auto suisse.ch

Belgium January 2015

Starting to make itself noticed

Surprise Leader Edition

A new record was set this January in Belgium, with 311 EV's sold, which is three(!) times more registrations than January '13, with such a positive start, it seems that this market is heading for a brilliant 2015. Fingers crossed...

Looking at the monthly ranking, there is a surprise in the Top Spot, with the Nissan Leaf leading the way for the first time since...May 2013. Yep, the Best-Selling plug-in across the world and currently known as the Golden Standard of electric cars is was walking in the shadows of some more premium alternatives...Like those in the following places, with the Porsche Cayenne Plug-In in Second, the Model S from Tesla in Third, followed by two BMW's, the i3 in #4 and the i8 in #5(!), the german sports-car has yet again beaten its personal record, by selling 37 units, only two behind its smaller brother, with BMW saying that it will increase production of the i8 at the cost of the i3 (Larger margin = Larger profits...), i wouldn't be surprised if the i8 became the best seller of the i-brand in Belgium...

In a different angle, the VW e-Golf and Renault Zoe started the year with the wrong foot wheel, selling just 4 units each, are consumers just not into them or are their respective sales forces more interested in selling regular ICE cars?

In the manufacturers ranking, BMW (24% Share) started in the lead, followed by Porsche (20%), while in Third we have Nissan, with 17% share.

Pl	Belgium	Jan.	YTD	%	'14Pl
1	Nissan Leaf	53	53	17	4
2	Porsche Cayenne Plug-In	48	48	15	14
3	Tesla Model S	45	45	14	1
4	BMW i3	39	39	12	2
5	BMW i8	37	37	12	9
6	Volvo V60 Plug-In	26	26	8	6
7	Mitsubishi Outlander PHEV	18	18	6	5
8	Porsche Panamera Plug-In	14	14	4	3
9	Renault Twizy	9	9	3	8
10	Audi A3 e-Tron	8	8	3	15
11	VW e-Golf	4	4	1	10
12	Renault Zoe	4	4	1	7
13 14 15	VW e-Up! Ford Focus Electric Nissan e-NV200 / Evalia	3 2 1	3 2 1	1 1 0	12 N/A 18
	TOTAL	311	311	100

Source: febiac.be

* - 16 Bev + 23 Rex

Poland December 2014 (Full Ranking Edition)

Poland is Bimmer i turf

BMW Edition

We now have an updated ranking with all the missing pieces now included, thanks samochodyelektryczne.org!

The EV Market in Poland has started to gain some speed, after the 39 units sold in 2013, last year sales went threefold (145 registrations), with the EV Share making a small jump to 0,039%, which is still a low figure, but the year before the number stood at only 0,01%.

Looking at the models ranking, the BMW i3 (42 units) made it to #1, outselling the Mitsu Outlander PHEV (31 registrations), but the japanese SUV will a more threatening presence in 2015, its first full year of sales.

The previous leader, the Nissan Leaf rounded up the podium, ending in Third, with 19 units, a four units increase regarding last year.

Just as a measure of how crowded and much the Polish market has become, the Tesla Model S ended in #6 this year, losing three positions regarding 2013, although it has doubled the sales from one year to the other.

Looking at the Manufacturers ranking, BMW gobbled 37% of the market, leaving 31% for Mitsubishi and 13% for Nissan.

Pl	Poland	Dec.	YTD	%	'13Pl
	BMW i3 Mitsubishi Outlander PHEV	2 5	42 31	29 21	3 N/A
	Nissan Leaf Mitsubishi I-Miev	2 1	19 14	13 10	1 N/A
	BMW i8 Tesla Model S Audi A3 e-Tron Renault Zoe Renault Kangoo ZE Renault Twizy Smart Fortwo ED Citröen C-Zero Opel Ampera		10 8 6 5 3 3 2 1 1	7 5 4 3 2 2 1 1 1	N/A 3 N/A 5 6 6 8 N/A 2
	TOTAL	10	145	100

Source: http://carmarket.com.pl;http://samochodyelektryczne.org/

Ireland January 2015

Lord of the Rings Edition

The Irish Auto market is highly seasonal, with January sales representing a peak, followed by several months of low numbers, the EV Market niche follows the trend, with a record-shattering 137 units sold, the first time that this market reaches the three digits in one month, with the EV Share rising to a record 0.45%, which reinforces the growth path started last year (0.27% Share vs 0.08% in '13), after a Share slump in 2013 (0.08% in '13 vs 0,23% in '12), which interrupted a growth trend that had started in 2011 (0.07% in 2011 vs 0.02% in 2010).

The models ranking started 2015 where 2014 left off, with 3 out of 4 EV's sold being Nissan Leafs, Best Seller in Ireland since 2011 (The japanese hatch represents an impressive Two Thirds of all plug-ins sold here), while the runner-up position continues to belong to the Mitsubishi Outlander PHEV (14 units) and the #3 was for Renault Zoe (8 units).

Ireland	Jan '15	%
Nissan Leaf	105	76
Mitsu. Outlander PHEV	14	10
Renault Zoe	8	6
BMW i3	4	3
P. Cayenne Plug-In	2	1
BMW i8 VW e-Golf Audi A3 e-Tron Mercedes S500 Plug-In	2 1 1 1	1 1 1 1
TOTAL	138	100

Source: beepbeep.ie

France January 2015

How high will it get?

Edition La Vedette Golf GTE 

For the first time the French EV market had a January above the 1.000-mark, outselling the 837 units sold two years ago, which could mean that it might be on for a positive year. 

Looking at the models ranking, the front runners have a slight change in their the usual 1-2-3-4 distribution, the Bolloré Blue Car ending in #3, its best position in the ranking since last July, ahead of the usual Bronze medalist, the Nissan Leaf, while in #5 we have a surprising newcomer, the Volkswagen Golf GTE lands with 69 units, stealing immediately the  Best-Selling Plug-In Hybrid title away from the Outlander PHEV, will this be an indication that the GTE is going to make an impact in the French Market?

Looking at the manufacturers ranking, Renault is still comfortably ahead, but with 50% of the market, one has to go back to 2012 to see the french manufacturer with such small share numbers. 

Pl	France	Jan.	YTD 15	%	'14Pl
1	Renault Zoe	297	297	28	1
2	Renault Kangoo ZE e)	200	200	19	2
3	Bolloré Blue Car	120	120	11	4
4	Nissan Leaf	111	111	10	3
5	Volkswagen Golf GTE	69	69	6	N/A
6	Smart Fortwo ED	39	39	4	7
7	Mitsubishi Outlander PHEV	36	36	3	5
8	Renault Twizy e)	35	35	3	8
9	Goupil	30	30	3	9
10	Tesla Model S	26	26	2	10
11	Volkswagen e-Up!	17	17	2	11
12	Peugeot iOn	14	14	1	13
13	Citröen C-Zero	10	10	1	14
14 15 15 18 19 20	Volkswagen e-Golf BMW i3 * Toyota Prius Plug-In Volvo V60 Plug-In Kia Soul EV Nissan e-NV200 / Evalia	9 8 8 5 3 1	9 8 8 5 3 1	1 1 1 0 0 0	15 6 21 18 19 12
	TOTAL	1.069	1.069	100

e) Estimate

 * - Only Bev accounted

Source: Avere France; Avem.fr