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| The next Volvo PEV Best Seller? |
We start in Sweden, the local plug-in market was up 43% YoY, to 2.785 registrations, with all the hard work being done by BEVs, that jumped three-fold, while PHEVs remain stagnant (-2% YoY), keeping the PEV share at 12%, with BEVs alone having 4,9% share, a big improvement over the 1,2% of last year.
Meanwhile, the mainstream market continues sliding, dropping 15% last month. Has Sweden hit peak-ICE? It seems so, at least.
Right now buyers are running away from fossil-fueled vehicles, with diesels at 36% share last month (It had 39% a year ago), but because BEVs are still model/production constrained, it seems many people prefer to buy a PHEV, or wait in line for a BEV, than to buy/lease another ICE-based vehicle.
This is starting to become a trend, once a market is regularly at over 10%, the mainstream market starts to suffer and decline, as people move away from regular petrol/diesel vehicles.
Another Kia, the Optima PHEV, closes the ranking, with 196 registrations, most of them station wagons, proving that Tesla's choice for a sedan body for the Model 3 (#4 this month) is costing it sales in Europe.
Looking at last month Best Sellers, the Kia Niro PHEV won its first Best Seller of the Month award this year, with 406 units registered, its best result in 10 months.
Another Kia, the Optima PHEV, closes the ranking, with 196 registrations, most of them station wagons, proving that Tesla's choice for a sedan body for the Model 3 (#4 this month) is costing it sales in Europe.
Pl
|
Model
|
Sales
|
1
|
Kia Niro PHEV
|
406
|
2
|
Mit. Outlander PHEV
|
365
|
3
|
Renault Zoe
|
199
|
4
|
Tesla Model 3
|
198
|
5
|
Kia Optima PHEV
|
196
|
On the 2019 ranking, there is not much to talk about, on the top positions, the Tesla Model 3 is now looking to keep the 2nd spot from the wheels of the #3 Kia Niro PHEV, now only 141 units behind.
Good news then that June is coming, so expect a Model 3 deliveries peak that will save it from the Korean Crossover ambitions.
Good news then that June is coming, so expect a Model 3 deliveries peak that will save it from the Korean Crossover ambitions.
The first change in the ranking is the new Volvo V60 PHEV climbing two positions, to #6, thanks to 166 units, while the VW e-Golf was also up two spots, to #17, with 62 registrations, a new year best.
It seems the sunset-mode EV still has some tricks up its sleeve and should continue to provide consistent performances throughout the year.
Outside the Top 20, we should mention the strong start of the new generation Kia Soul EV, with 106 deliveries, while we salute the landing of another high-volume PHEV: The Volvo XC40 PHEV registered its first 6 units.
In the manufacturers ranking, Kia is in the lead, with 25% share (up 2%), with Volvo (16%, down 2%) in Second, followed by Mitsubishi and Tesla, both with 14%, and discussing the last podium seat.
Tesla Model 3 and the ICE competition
Pl
|
Model
|
2019
Sales |
1
|
Volvo S/V60
|
9.510
|
2
|
VW Passat
|
2.715
|
3
|
Mercedes C-Class
|
2.100
|
4
|
BMW 3-Series
|
1.780
|
5
|
Tesla Model 3
|
1.649
|
After a thunderous arrival in March, the Tesla Model 3 has lost some space in the midsize car category, falling to #5 on the 2019 category ranking, but with the June peak coming next month, expect it to switch places with the BMW 3-Series and maybe have a shot at displacing the Mercedes C-Class from #3.
As Tesla Model 3 sales have been disappointing in May and April, early June statistics in Norway show Tesla sales in the lead with 111 before eGolf 35. Very strong also Jaguar iPace 28 sales, higher than Nissan Leaf. So your point about end of quarter Tesla sales seems to be spot on.
ReplyDeleteI expect a Model 3 peak in June, although i think the tide will be higher in some markets than in others.
DeleteInterestingly, i have been seeing the Model S recovering a little in May, so the specs upgrade is already doing its effect.
Indeed, seems to be business as usual: April saw some "spillover" at the beginning of the month from the last Q1 ships that arrived in late March; while Q2 deliveries only started ramping around mid May, building up to another large peak in June, with many more ships arriving now...
DeleteQuestion is whether Tesla will keep shipping to Europe in June, so things go smoother in Q3 -- or whether it's same old story again with only domestic production at the end of Q2?...
(US should see another small demand peak in June, because of pull-forward before the next step-down in tax credit -- but this time around it should probably be small enough that it might not eat up all of June production?...)
Curiously, according to teslastats.no, it seems there are still no SR+ deliveries in Europe, although orders have been open for some time now... Apparently they were in no rush to start European SR+ production, with still enough orders of US SR+ and European LR on the books?
The trend in Sweden continues to be PHEV volume sales (54% of it, from the published data).
ReplyDeleteWhilst overall volumes of PEV are on the increase, several models have been unable to capitalise on this, like the Volvo XC60 PHEV, the Nissan Leaf or the Tesla Model S. On the other hand, the Mitsubishi Outlander PHEV is a notable profiteer surging to no.1 spot, nearly triplicating volumes.
XC60 and especially XC90 again seeing extremely low deliveries... What's going on with these models?
ReplyDeleteI believe they will have battery upgrades soon.
DeleteDo we know when the XC40 BEV is expected?
DeleteAIUI XC40 BEV will begin deliveries only in 2020.
DeleteInteresting to see such a strong May for Model S. Was there a backlog -- or is it a rush of new orders for the improved versions?...
ReplyDeleteI think it is the second possibility. There are other markets where the Model S is recovering.
DeleteI'm not so sure about that. Assuming the classification on teslastats.no is correct, virtually only 100 kWh variants are being delivered now. This might mean that current deliveries are orders that were placed after the original 75 kWh variant was discontinued, but before the new versions were introduced...
DeleteOf course it might also mean that there are simply not many orders for the 75 kWh, with the 100 kWh one not being that much more expensive now, while buyers on a budget can opt for a Model 3 instead... Or Tesla might simply be prioritising production of the more expensive variants.