Thursday, October 8, 2015

USA September 2015


Are we there yet? Are we there yet? Are we there yet?...






(Still) Counting the Days Edition

Almost 10.000 plug-ins were sold in the US last month, down 6% YoY, making this the third month in a row with sales below 10k, something that didn't happened since April 2014.

The reason for this is that EV's are on a turning point in the US, which was expected to change this month with the arrival of the 2nd Gen Chevy Volt and the new Tesla Model X, but the first  was delayed, while regarding the second, Tesla only delivered six units...Better luck in October?

Anyway, looking at the current models, the Model S had the expected last quarter surge, selling 2.300 units, while the BMW i3 surged to 1.710 units, improving its personal best, securing a distant margin from the #5 Fusion Energi.

As for positions changes, there was only one: The Porsche Cayenne Plug-In climbed one position to #15, relegating the Cadillac ELR to #16.

As for the manufacturers ranking, the leader Tesla (15.517 units) distanced itself from the Second Placed Ford (14.528), and the #3 Nissan (13.630)rounding up the podium.

PlUSASep.YTD%
1Tesla Model S e)2.30015.51119
2Nissan Leaf1.24713.63017
3Chevrolet Volt9499.26411
4BMW i31.7107.89310
5Ford Fusion Energi8086.8998
6Ford C-Max Energi7196.3628
7Fiat 500e6355.1146
8Toyota Prius Plug-In2164.0345
9Volkswagen e-Golf3432.5553
10Chevrolet Spark EV1572.1343
11Mercedes B-Class ED1471.6872
12
13
14
15
BMW i8
Ford Focus Electric
Smart Fortwo ED
Porsche Cayenne Plug-In
182
176
94
70
1.342
1.122
955
772
2
2
1
1
16
17
18
19
20
21
22
23
24
25
26
Cadillac ELR
Kia Soul EV
P. Panamera Plug-In
Porsche 918
Mitsubishi I-Miev
Honda Accord Plug-In
BollorĂ© Blue Car 
Mercedes S550 PHEV
Toyota RAV4 EV
Volvo XC90 T8 PHEV
Honda Fit EV
36
105
41
4
3


17



740
727
330
201
93
62
50
37
16
4
1
1
1
0
0
0
0
0
0
0
 0
0

TOTAL9.93481.686100

e) Estimate


Source: insideevs.com; greencarreports.com

Tesla vs The Others

As Elon Musk pointed out, the real competition of Tesla aren't other EV's, but the ICE best selling models, so let's look how the Model S stands in its own domestic market (1):


PlModelSept.
1Mercedes E-Class4.173
2BMW 5-Series 4.059
3Tesla Model S2.300
4Audi A61.753
5Lexus GS1.595
 
 

As the ranking clearly shows, even in last-quarter-surge like months, the Model S is still far from the top two models, but it is already playing head-to-head with the rest, be it the Audi A6, Lexus GS or the #6 Cadillac CTS, as YTD numbers show, with the german model ahead with 17k units, the japanese-born but honorary german having 16k and the american at 14k, yes, the Model S outsells the Caddie CTS, something that should make GM's luxury brand CEO reflect...


(1) - Unlike in markets across the pond, the full-size car market in the US is much more diversified, with Chevy Impalas, Malibus, Chrysler 300, Dodge Chargers, etc, all theoretical adversaries to the Model S, but Tesla's direct competition isn't there, so the Model S is only compared with cars with similar price and concept.

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