Tuesday, November 13, 2018

Netherlands October 2018

Resultado de imagem para jaguar i-pace netherlands
Boatloads of i-Pace are now being delivered here 

Jaguar i-Pace (finally) steps up the pace

October had 2,058 plugin registrations, up 147% YoY, which translates in a PEV Share of 6.8%, and pulls the year to date count to 17,035 units, with the 2018 PEV share now growing to 4.3%.

This good market performance was the result of several good individual results, starting with the Best Seller of the Month, the Nissan Leaf, that registered 360 units, the nameplate best result in its 7 year career in Dutch lands, while the #2 Tesla Model S delivered 257 units, its best first-month-of-quarter result ever, which is particularly impressive, as by now it should have been feeling the long shadow of the Model 3. Apparently it isn't, so we can expect another 1,000-plus performance next December.

Interestingly, the 91 Tesla Model X deliveries also represented the nameplate best first-month-of-quarter performance here, so we can expect at least some 600 deliveries in December for the Sports-Minivan-SUV, which could make Tesla reach 2,000 deliveries in one month. And the Model 3 is still to cross the Atlantic...

Of course, maybe the higher taxation of expensive BEVs next year might have something to do with it, but it's not Tesla fault if others aren't in place to profit from the current sales fever...Which takes us to the Jaguar i-Pace.

The British SUV has finally surpassed its initial production hell constraints and is now fulfilling against the clock the thousands of orders it has in this market, having delivered 209 units last month, which should be just the sample of what will happen in December (do i hear 1,000-plus deliveries?).

One thing is certain, with Tesla and Jaguar (and others?) going at full speed next December, the BEV Share should hit historic levels in December, maybe even crossing into two digits… 

Elsewhere, the #3 VW e-Golf also shined, by delivering 238 units, its best result since January, while the BMW i3 closed the Top 5, with 175 registrations, the nameplate best result since 2015.

Nissan Leaf
Tesla Model S
VW e-Golf
Jaguar i-Pace
BMW i3

Looking at the 2018 ranking, while the Top 6 positions remained the same, the Renault Zoe recovered (for good?) the #7 spot from the hands wheels of the Opel Ampera-e (Euro-spec Chevrolet Bolt), while the other change on the Top 10 was the #9 Volvo XC60 PHEV surpassing the Porsche Panamera PHEV, thanks to a record 119 deliveries, allowing it to be the new Best Selling PHEV. Should the Swedish midsize SUV win the category this year, it will succeed in the PHEV throne to its larger sibling, the XC90 PHEV, that won the 2017 title. 

Just outside the Top 10, we have three models on the rise, with the Jaguar i-Pace joining the ranking in #11, and the British SUV is now going after a Top 5 spot, while Hyundai is hoping to get more Kona EV units to reach at least #11 this year, and the 3 times Best Seller (2013; '14; '15) Mitsubishi Outlander PHEV rose two positions to #13, thanks to 84 deliveries, the model best result in 22 months.

In the manufacturers ranking, Tesla (33%, down 6%) is the undisputed leader, with Nissan (14%) hanging on in Second Place, while the race for Third Spot has now Volkswagen (10%, up 1%) on the podium, ahead of BMW and Hyundai (9%).

Source: RAI Vereniging

Monday, November 12, 2018

USA October 2018

Resultado de imagem para tesla model 3 stock

Tesla Model 3 Flood - 4th Chapter

Some 34,000 plug-in units were registered last month in the USA, up 138% YoY, with October being the third best month ever, behind last August (37k) and September (45k), with last month PEV Share reaching 2.5%, pulling the 2018 PEV share to a record 1.9%. 

These results were mostly thanks to the Tesla Model 3 deliveries, that for once haven't hit record numbers, delivering almost 18,000 units, with the mid-range version now in production and said to be easier to manufacture, expect Tesla to ramp up production once again in November and to have a all-hands-on-deck December, as it tries to beat the Toyota Camry deliveries that month.

Looking elsewhere, there isn't much to talk about, with the only changes being the #19 BMW 330e delivering a year best performance(!), with 229 deliveries, switching places with the Porsche Panamera PHEV, while the BMW 530e climbed to #9.

The Chevrolet Bolt hit a year best performance last month, with 2,075 deliveries, but still, sales were down 25% YoY, which would be understandable if GM were playing the same "Incentive Game" as Tesla did earlier this year, but with the 200k bound to be hit in late November, early December, it just seems that demand for GM plug-ins has taken a hit and the Tesla Model 3 black hole effect is absorbing their sales. 

Looking at the manufacturers ranking, Tesla is now responsible for 50% of the market, while Chevrolet (11%) hangs on to Second Place, with Toyota (8%, down 1%) is resisting the advances of the #4 BMW, that has 7% share.

Tesla Model 3 & Others

Oct. Sales  
Toyota Camry
Honda Accord  
Tesla Model 3
Ford Fusion
Nissan Altima

With the Tesla Model 3 selling three times more than its most direct competitor (Mercedes C-Class)in the Premium Midsize category, i believe at this point it's best to compare the Tesla nameplate with the mainstream midsize competition.

The Tesla midsizer was Third last month, behind the Toyota Camry and Honda Accord, while YTD it is #5.

With the new, cheaper and easier to make mid-range version now in production, Tesla is now set to beat the Camry in December and make the following headlines during the first days of January: 

"The Tesla Model 3 was the Best Selling car in December"

Now, that would be something…

Tesla Model S & Others

 Mercedes E/CLS-Class 
BMW 5-Series    
Tesla Model S
Mercedes S-Class
Cadillac CTS

Looking at the large premium car category, the Tesla Model S held steady in Third Place, and can now find place in the trophy room for its upcoming Bronze Medal.