Friday, April 7, 2017

USA March 2017

Image result for model S ahead of Model X

Tesla Madness in Hot Market


The US market is pressing the accelerator, last month it registered over 18.000 units, the second best month ever, with YoY sales up 30%, leaving the YTD EV Share finally north of 1%, the US market is headed for a record year, with December surely surpassing the 250.000 units landmark, and 300.000 units still a possibility.

As expected March was all about Tesla after two wins from GM's stalwart Chevrolet Volt, the Tesla Model S had its peak month and "stole the show", winning the Best Seller of the Month award, by delivering some 3.450 units, some 500 units less than last year, but still more than enough to kick the Volt from the YTD leadership.

The other Tesla, Model X, also had a peak month, with 2.750 units, making a 1-2 win for the Californain brand last month, jumping to Fourth in the YTD ranking. Interestingly, despite being a part of the trendy SUV class, the last time the Model X outsold its Model S older brother was last May, 10 months ago...

Possibly the biggest surprise of the month were the 1.478 Nissan Leaf registrations, up 19% YoY and surpassing the Chevrolet Bolt in the YTD ranking (What's up with that?!?).

The great advantage Nissan is experiencing in this recente Leaf surge is that it is playing a game (Deep discounts, providing affordable-ish new EV's to the masses) that no one else is doing, and for that i say: Kudos, Nissan!

Looking below in the YTD ranking, we see the Focus Electric having a record month, with 407 units, allowing it to jump to #14. The wonders that a larger battery, CCS-capable version can do, eh? Now, can it reach a Top 10 position, or is it asking too much?

Tip to Ford: Play the "hard discount" game, it's doing wonders to Nissan...

Looking elsewhere, the BMW 330e finally had suficient stock to deliver a good sales month, with a record 365 units, while its arch-rival, the Mercedes C350e  delivered only 17 units, its worst performance to date, dropping to #20.

In the manufacturers ranking, Tesla (26%, up 7%) kicked Chevrolet (22%, down 2%) from the manufacturers leadership, with these two being followed by Ford (12%) and Toyota (11%).

Pl
USA
March
YTD
%
1
Tesla Model S e)
3.450
6.100
15
2
Chevrolet Volt
2.132
5.563
14
3
Toyota Prius Prime
1.618
4.346
11
4
Tesla Model X e)
2.750
4.300
11
5
Nissan Leaf
1.478
3.287
8
6
Chevrolet Bolt
978
3.092
8
7
Ford Fusion Energi
1.002
2.445
6
8
Ford C-Max Energi
662
1.774
4
9
BMW i3
703
1.403
3
10
Audi A3 e-Tron
414
1.201
3
11
Volkswagen e-Golf
342
967
2
12
13
14
15
Fiat 500e
BMW X5 PHEV
Ford Focus Electric
Hyundai Sonata PHEV
355
397
407
295
940
934
691
660
2
2
2
2
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
BMW 330e
Kia Soul EV
Porsche Cayenne PHEV
Volvo XC90 PHEV

Mercedes C350e
Mercedes S500e
Mercedes B250e
Mercedes GLE550e
BMW i8
Kia Optima PHEV
BMW 740e
Smart Fortwo ED
Chrysler Pacifica PHEV
Chevrolet Spark EV
Por. Panamera PHEV
Cadillac ELR
Mitsubishi I-Miev
365
170
126
103
17
60
50
47
49
70
42
13

3
3
2
3
638
441
424
282
278
166
159
158
157
141
95
50
12
11
6
5
4
2
1
1
1
1
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL
18.107
40.729
100

 e) Estimate


Source: insideevs.com; Hybridcars.com


Tesla Model S & Others

Pl
Model
March Sales  
1
Mercedes E-Class
4.510
2
Tesla Model S e)
3.450
3
BMW 5-Series
3.161
4
Audi A6
1.576
5
Mercedes S-Class
1.434

Looking at the E-Segment/full-size vehicles, the Mercedes E-Class is benefiting from the volume delivery of the new generation, registering 4.510 units, but this time the Tesla Model S managed to stay between the two German Best Sellers, relegating the BMW 5-Series to Third.

As for the Tesla Model X, its 2.750 units are not enough to reach the Top 5 in its class, as it has more competition to deal with and higher numbers to reach (Both Mercedes GLE and BMW X5 registered around 4.900 units last month), proving once again that the Tesla SUV should have been doing much better than its five year old brother...

So...Tesla started with a out-of-the-park home run (Model S), but the second throw was just a single hit (Model X).

Now, what will the third throw (Model 3) be?



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