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!
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
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?
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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