Thursday, July 19, 2018

Canada June 2018

Resultado de imagem para Tesla Model 3 Canada

(Tesla) Records Fest - Second edition

June followed up on the May record edition with yet another record (6,130 units), even if many models only have estimates, the disruptive force that the Tesla Model 3 brought to the market, made surely a new record performance in June, by adding over 1,000 units to the May record. 

This allowed June to hit an historic 3% PEV share, catapulting the 2018 share to an all-time best of 2.1%.

June's record is mainly attributed to Tesla, which had something of a records fest, not only the Model 3 shattered the previous all-time record (906 units, set in May by the Nissan Leaf) by a large margin, with some 2,000 units, but the Model X also delivered a new personal record, with 382 units, and the Model S scored its best month in over two years, with some 295 deliveries. 

This allowed the Model 3 to shoot right into Second Place, jumping 12 places, and should pass through the Chevy Volt next month, ending a two year reign of GM's hatchback in Canada.

The older sibling Tesla Model S also climbed in the ranking, if only one position, being now #9.

Looking elsewhere, a mention to the Audi A3 e-Tron, returning to the Top 20 in #18, while the Kia Soul EV and Honda Clarity PHEV registered new personal records, with the Korean Crossover delivering 223 units and the Japanese Sedan registering 168 units.


Regarding the manufacturers podium, we now have Chevrolet (20%) being pressured by Tesla (19%), with the all-electric brand set to become the Top Dog soon (July?), while in Third we have Mitsubishi (11%), only five units ahead of the #4 Nissan.

Source: Greencarreports



Tesla Model 3 vs The Others 

Pl
Model
2018
1
Mercedes C-Class 
5,366
2
Audi A4
3,215
3
BMW 3-Series
3,174
4
Tesla Model 3
2,506

The Tesla Model 3 had its first full sales month in June, and it was immediately the Best Selling model in its category, jumping to Fourth in the 2018 ranking, and with the waiting list still to be completely satisfied, expect another strong month in July, so the Californian will probably surpass the Audi and BMW models next month. 

As for the Mercedes C-Class, things are trickier, as the Merc usually registers some 1,000 units/month performances, so i guess the Model 3 will only be able to outsell it once the Short Range version is effectively on the roads.


Tesla Model S vs The Others 

Pl
Model
2018
1
Mercedes E & CLS
1,951
2
BMW 5-Series
1,330
3
Tesla Model S
732
4
Lexus ES
729

Despite slowing sales (-7% YoY), the Model S continues to wear the Bronze medal, with only the cheaper Lexus ES running close to it.


Tesla Model X vs The Others 

Pl
Model
2018
1
Lexus RX 
4,352
2
Mercedes GLE
4,160
3
BMW X5
2,850
4
Audi Q7
2,621

The Tesla Model X is now consistently outselling its Model S stablemate, and has seen its sales grow (+12%), but nevertheless, with only 854 deliveries this year, it is only #8 in its class.

So, despite constant improvements, from a sales point of view, the Model X is still the Ugly Duckling from the Tesla lineup, as it sits in a segment where its direct competitors (BMW X5, Mercedes GLE...) sell three times as much .

Wednesday, July 18, 2018

Turkey June 2018



Renault Zoe Best Seller in fast growing market


The Turkish plug-in sales are up a fantastic 227% in 2018, to 144 units, and although it growing from an admittedly low base, with the PEV share still at 0,05%, this looks to be the true Year One of EVs in this large automotive market.


If in the past this market was known for the BMW i8 success, winning two(!) Best Seller Awards (2015 & '16), this time the sales leader is much less flashy, with the Renault Zoe owning half of the market, with 72 deliveries this year, and on course to beat the BMW i8(!) full year sales record of 106 units, set in 2015.

In second Place we have the 2014 Best Seller, the BMW i3, with 26 units, that is down by two units regarding last year, a worrying performance by BMW, that has also seenthe sales if its i8 Best Seller (It feels strange talking about it in these terms…) drop regarding last year. 

Despite not being officially represented, Tesla is experiencing a relative success in this country, so Turkey could be an opportunity of expansion for the American brand.


Pl
Turkey
June
  2018
     %
Pl '17
1
Renault Zoe
9
72
50
1
2
3
BMW i3
Tesla Model S e)
5
7
26
19
18
13
2
N/A
4
Tesla Model X e) 
3
9
6
N/A
5
Volvo XC90 PHEV
3
7
5
4

TOTAL
31
144
100



Source: TEHAD

Hat tip to Berkan, for the help on this post.



Tuesday, July 17, 2018

USA June 2018

Resultado de imagem para Tesla Model 3 parking lots
Let the flood begin…

Month 1 before the (TM3) Flood: Filling up the Tesla Model 3 dam

Over 22,000 plug-in units were registered last month in the USA, a 33% increase YoY, with the 2018 count crossing over 100,000 units, and the 2018 PEV share at over 1.4%. 

These results alone would already be a reason to be happy with the market performance, but Tesla spent the whole June in savings mode, so that it could only cross the 200,000 units threshold in July, originating a slight deliveries drop last month, but most importantly, over 10,000 units "in transit", as in stored-somewhere-&-waiting-for-July-to-be-delivered, so expect the Tesla (Model 3) Flood to happen this month, with over 10,000 units  (20,000?) being delivered in one month, something that will set not only a new all-time record in the US-market, but possibly beating the current global record, currently in the hands of BAIC (15,719 units EC-Series, delivered last November in China) 

But back at June is the US, the leader Tesla Model 3 won another Monthly Best Seller, possibly collecting all future Best Seller awards until the Model Y gets into volume production, while the Second Placed Toyota Prius Prime consolidated its runner-up status, and also the Best-Selling PHEV model, so it seems that the first two places of the podium are already given, with 6 months to go.

Looking elsewhere, the hot-selling Honda Clarity PHEV (#3 in June) climbed to #7, switching places the Nissan Leaf, that was down 9% YoY, to 1,367 units, despite the new generation now being in full swing. Is the rapidgate and other models denting the Japanese hachback sales?

Talking of other changes, the Chrysler Pacifica PHEV (710 units, Year Best) was up to #12, while the BMW 330e also had a year best (225 units), allowing it to climb to #19.

Other noteworthy performance was the Mitsubishi Outlander PHEV, scoring another Personal Best, with 390 deliveries, confirming the popularity of this plug-in SUV.

Looking at the manufacturers ranking, Tesla (35%, up 3%) keeps gobbling up share (Will it reach 50% this year?), while Chevrolet (12%, down 2%) is losing it almost just as fast, with Toyota (12%) closing in on the GM brand, while BMW is holding steady in Fourth, with 10%.




Tesla Model 3 & Others

Pl
Model
2018
Sales  
1
 Mercedes C-Class
29,659
2
    BMW 3-Series
24,180
3
Tesla Model 3
24,105
4
Infiniti Q50
19,157
5
Acura TLX
16,890

Looking at the midsize vehicles, in June the Tesla Model 3 was for the second month in a row the Best Selling nameplate, with over 5,800 deliveries, narrowly beating the Mercedes C-Class, with 5,742. 

Also important to realize, is the fact that all the Model 3 competitors are witnessing drops of 20% or more YoY, reinforcing the idea that the Tesla nameplate is directly stealing sales to the class best sellers.

If YTD, it is (just) Third Placed, with deliveries expected to go into 5 digits next month, the Tesla midsizer will have the class leadership in the bag by next month, and keep it for a long, long time.

Another question is if the Model 3 can reach the top places in the mainstream midsize car class, currently in the hands of the Toyota Camry, with 30,000 sales last month and 151,000 this year. 

Given that the mainstream market is more price-sensitive, the Model 3 can only aspire to play in this league on a monthly basis, if the $35,000 Short Range version comes alive and is made on a large scale. 

So, maybe in 2019? 2020?