World Top 20 June 2016 (Special Edition)

BYD Qin: "I'm baaack..."

Models - Tesla Model S Wins June

The global EV market continues to grow at rapid pace, with over 68.000 units delivered in May, representing a 61% growth YoY, with the YTD total up 49%, we are headed for a total sales number this year of over 800.000 units, not the Million a year that everybody was hoping for, but an encouraging number nonetheless.

In the models ranking, the Best Seller of the Month was the Tesla Model S, thanks to the usual last-month-of-the-quarter-peak (5.401 units), winning for the second time this year the Best Seller Of The Month award, with the first time unsurprisingly being in March (You see the pattern, right?), then with 7.777 units. 

Looking below in the ranking, the BYD Qin was up two places to #8, thanks to 2.751 units, a year best, although still far from last last year record (4.030 in July), BYD's 300hp sedan has potential to climb even further in the ranking, possibly even repeating last year position (Fourth Place). 

As this is a Full Year special edition, we dig a little deeper, into the Top 20, where we can see five chinese models (#11 Roewe e550, #12 JAC i EV, #13 Kandi EV, #16 JMC E100, #19 Chery eQ), making it nine models coming from China in the Top 20.

The Tesla Model X it's starting to appear on the radar, in #15, having been #10 in June, expect the Minivan-that-thinks-is-a-Sports-SUV to climb to the Top 10 later in the year. 

Comparing with last year, while some models climbed positions, like the BYD Tang, now #3, or its e6 older brother (#10 now vs #22 in '15), others dropped significantly, none more so than the Volkswagen Golf GTE, #18 now, when last year it ended in #10. Just to have an idea of the dimension of the sales drop, in June '15 it had registered 1.863 units, while last month it had only 717...

Looking at the BEV / PHEV breakdown, despite a slow start, BEV's are once again leading the race with 60% share, exactly the same number as when it ended 2015.

Pl	WORLD	June	YTD	%	'15Pl
1	Nissan Leaf	4.150	27.151	9	2
2	Tesla Model S	5.401	22.181	7	1
3	BYD Tang	3.519	19.134	7	8
4 5 6	Mitsubishi Outlander PHEV Renault Zoe Chevrolet Volt	1.986 2.439 2.263	15.308 11.982 11.124	5 4 4	3 7 9
7	BAIC E-Series EV	1.265	9.977	3	11
8	BYD Qin	2.751	9.404	3	4
9	BMW i3	1.432	9.303	3	5
10 11 12 13 14 15 16 17 18 19 20	BYD e6 SAIC Roewe e550 JAC i EV 4/5 Kandi EV Ford Fusion Energi Tesla Model X JMC E100 Audi A3 e-Tron Volkswagen Golf GTE Chery eQ Volvo XC90 T8	1.647 2.329 1.349 4.670 1.722 2.166 1.500 840 717 953 844	9.226 8.711 7.862 7.797 7.300 7.038 6.027 5.525 5.666 5.337 5.315	3 3 3 3 2 2 2 2 2 2 2	22 15 16 N/A 17 69 36 14 10 21 39
	TOTAL	68.652	306.639

Geely: The Next Big EV Maker coming from China?

Manufacturers -  Tesla Rises to Second

BYD has set an ambitious goal of doubling sales regarding 2015, and after a slow start, the Chinese brand is pushing hard to reach its own goals, in June it delivered 10,129 units, just short of its best performance ever (Last December, with 10.148 units).

Will BYD beat its own record in July? It all points to that, the question will be by how much, the demand is there, it all will depend on their ability to deliver accordingly.

Looking elsewhere, Tesla went back to Second Place and with the Model X finally without major production constraints, expect the Fremont-based automaker to be a hard cookie to remove from the Silver Medal Place.

As this is a Full Year edition, we dig a littler deeper into the Top 20, where we see Zotye in an unusually low #13, compensated by JAC (#11 now vs #17 in '15) and Roewe (#12 vs #15) brilliant performances, with JMC also impressing.

As for newcomers, the most important is closing the ranking in #20, Geely, owner of Volvo, is finally entering the EV Game for real and has a lot of potential to grow, something that can also be said regarding the Chinese EV industry, if you don't believe it, just look at the numbers...

...In 2014, Chinese automakers had 17% of the World EV Market, in 2015 their share grew to 32% and half year passed into 2016, their share is at 39%.

Not only that, i expect Chinese car makers to have over 50% of the total EV market by December, 31st. Yes, in 2016.

So regardless of what happens outside China (Anti-Tesla & EV lobbying, Trump, Brexit, etc), the EV (R)evolution will happen, the only question is: Will traditional automakers be part of it or will they go the way of Dinosaurs, replaced by new, more evolved kids, like Tesla and the Chinese car makers?

Pl	WORLD	June	YTD	%	'15Pl
1	BYD	10.129	43.244	14	1
2	Tesla	7.567	29.222	10	2
3	Nissan	4.468	28.884	9	4
4	BMW	3.409	21.147	7	6
5 6 7	Mitsubishi Volkswagen Renault	2.401 2.810 3.098	17.705 17.030 15.481	6 6 5	3 5 8
8	BAIC	4.116	14.584	5	12
9	Chevrolet	2.627	12.947	4	11
10 11 12 13 14 15 16 17 18 19 20	Ford JAC SAIC Roewe Zotye Kandi Volvo Mercedes JMC Chery Audi Geely	2.429 1.349 2.545 1.841 4.670 1.117 1.501 1.500 1.004 931 1.334	11.143 9.720 9.231 7.863 7.797 7.477 7.191 6.027 5.990 5.820 3.795	4 3 3 3 3 2 2 2 2 2 1	10 17 15 9 7 18 16 25 13 14 N/A