Tesla Model 3 shines in off-season month
The European passenger plug-in market registered some 35,000 registrations in August (+15%), with BEVs continuing to grow at a fast pace (69%), while PHEVs are still suffering from the WLTP blues (-29% YoY), failing to post one single growth month since last September, when the new WLTP emission rules started.
This meant that all-electricswere responsible for 67% of all plugin sales last month (66% YTD), with the BEV share grew to 2.2%, while adding PHEVs to the tally, the share climbs to 3.3%, pulling the 2019 PEV share to 3.0% (2.0% for BEVs alone), above the 2.5% result of 2018.
The (not so) big news in August was that the Tesla Model 3 pulled of its best off-peak performance yet (5,286 deliveries), allowing it to win the August Best Seller title, and equaling the Renault Zoe in the number of wins this year (4).
With both models winning all the trophies in 2019, we could say that the Tesla Model 3 and the Renault Zoe are the two major players in Europe, with the first dominating the more expensive end of the market, while the latter takes care of sweeping the lower end of it.
With the Model 3 finally delivering the SR+ versions and the Zoe expected to double the output with the upcoming restyling, do not expect the current status quo to change much soon, as we need to wait until the VW ID.3 starts to deliver in large volumes, to see these two being challenged.
Looking at the Monthly Models Ranking:
#1 Tesla Model 3– The poster child for electro mobility had its best off-peak month so far, with 5,286 deliveries, mostly thanks to the UK, that had its first volume month, with over 2,000 deliveries, and with the sports sedan still benefitting from backlog-customers in important markets getting their much awaited SR+ units, expect another (record?) peak in September. By the look of it, we should only know the organic demandof the Model 3 in Europe on Q4 2019, if not already in 2020. But back at August, looking at individual markets, besides the aforementioned UK peak, the midsize model was mainly delivered in the Netherlands (1,180 units!), and Norway (649).
#2 Renault Zoe– The 2,925 deliveriesof August allowed it to continue growing (+30%), regarding last year, an amazing feat for a model that is supposed to be in sunset-mode, waiting for the much improved “new” Zoe. As for individual market performances, the French hatchback continues as popular as ever in its domestic market (979 units), and in Germany (777 units), with Norway (235), among others, helping along to the Renault nameplate success.
#3 BMW i3– The German hatchback was up 58% in August, to 2,666 units, with the BMW pocket rocket benefitting from its unique formula (it is the only Premium City EV in town) to continue expanding its sales, following the EV bubble growth. But, looking at individual countries, we start to see that the Bimmeris starting to rely too much on its domestic market, Germany (999 unit, new record), with the following markets, Norway (394) and the Netherlands (247), at a sizeable distance. A warning sign?
#4 Mitsubishi Outlander PHEV– The stainless steelJapanese SUV seems unfazed by the passing of time and the arrival of new models, being the only PHEV able to follow the pace of the Best Selling BEVs, with the Mitsubishi model scoring 2,500 registrationsin August (up 137%!), with its primary markets in August being France (635 units) and Germany (560). The success of this PHEV in the current BEV-friendly environment is remarkable, but in the long run, one wonders how long the Outlander PHEV will resist to the BEV wave (possible answer: until 2021, when the Tesla Model Y and VW ID Crozz finally land). With no direct BEV competitor in the (relatively) affordable-family-friendly-workhorselanding soon, the Mitsubishi model should still pick up a lot of sales this year without major worries.
#5 Volkswagen e-Golf– The evergreen German model model hit 2,160units last month, allowing it to grow 33%, an impressive result for a model that was supposed to be in sunset-mode…I guess the name Golf, and what it implies, is enough for many to choose over newer and more competitive models. But back at August performances, the Volkswagen EV main markets were Norway (1,083 deliveries, its best result in 2 years), Germany (380), and the Netherlands (161).
Looking at the 2019 ranking, if the podium positions remain stable, below it, the BMW i3 recovered the 4th spot, surpassing a Nissan Leaf that doesn’t seem to get its mojo back, no matter how hard they try, last month the Japanese hatchback was down 30%, making it its 6thconsecutive sales drop. The alarms should be sounding loud at the Nissan Europe HQ…
But it wasn’t the only BMW on the rise, as the 530e was up one position, to #10, while the 225xe Active Tourer also climbed one spot, to #12. Not bad for an MPV…
The Audi e-Tron was up another position, to #8, thanks to 1,292 units, making it 7 BEVs in the Top 8 positions. I guess it shows what people want, right?...
On the second half of the table, the Hyundai Ioniq Electric climbed to #16, and we have a new face in the Top 20, with the Mercedes E300e/de twins showing up in #19, signaling the return of a three-pointed-starmodel to the Top 20, after the 18thposition of the Mercedes GLC350e in 2018.
Outside the Top 20, we should notice the Tesla Model X climbing to #21, just 336 units below the #20 Range Rover Sport PHEV, thanks to 617 deliveries. Regarding the flagship Tesla, the #18 Model S, it delivered 630 units its best off-peak month this year.
In the manufacturers ranking, Tesla (21%, up 4%) is the leader, while last year winner BMW (14%, up 1%) remains in the runner-up spot, ahead of Renault (10%), that needs more models (Twingo EV, Captur PHEV, Megane PHEV, Scenic PHEV…) in its lineup to expand sales, while Hyundai is below the podium, with 8% share.