VW e-Golf wins in slow month
Last month, plugin registrations were down (-15% YoY), but because the mainstream overall market was down even further (-19% YoY), last month plugin share was 60%, keeping the 2019 PEV share at 56%.
Regarding the November Top Sellers, this time the VW e-Golf was the winner, with 803 deliveries, with the German hatchback being seemingly immmune to the shadow of the ID.3.
The Audi e-Tron was down to 3rd, doing a 1-3 podium for the Volkswagen Group.
Finally, the Hyundai Ioniq Electric ended the month in #6, with 342 units, proving once again the formula: bigger battery = bigger sales.
Looking at the 2019 ranking, there weren't big changes in the top positions, and all seems pretty much decided until the 8th position, where the #8 Jaguar i-Pace and #9 Hyundai Ioniq Electric are separated by 41 units, in December the British SUV will need to step up the pace if it wants to keep the Hyundai model behind it.
The only changes in the Top 20 were the Volvo XC60 PHEV climbing to #10, while the Opel Ampera-e was up to #16.
Outside the Top 20, a mention to the plugin hybrid renaissance, with several models shining, like the revised VW Passat GTE, with 137 registrations, the new BMW 330e (185 units, second record month in a row!), the new X5 PHEV (223 units), and even the Porsche Cayenne PHEV is surfing the wave, having scored 92 registrations.
Looking at the manufacturers ranking, Tesla is uncontested leader (25%, down 1%), being followed by Volkswagen (14%), while BMW (10%) will have to defend its Bronze Medal from Hyundai and Nissan (both with 9%) in December.
Models breakdown by Fuel Source
November saw the return of plugin hybrids, with three models in the Top 10, with only one unplugged model present, the Toyota RAV 4 hybrid in #6.
The top 4 spots were 100% BEV, with all-electric models being to be the majority of models (6 out of 10).
One interesting exercise suggested by some readers was to breakdown the overall market by type of fuel, so this is what it looks like:
2019 (Jan-Nov)
ICE - 40,023 (31% of all passenger car registrations)
HEV/MHEV - 15,953
BEV/PHEV/FCEV - 75,151
2018
ICE - 58,741 (40%)
HEV/MHEV - 14,758
BEV/PHEV/FCEV - 74,430
2017
ICE - 76,230 (48%)
HEV/MHEV - 19,460
BEV/PHEV/FCEV - 62,960
Adding a small comment to these numbers, pure ICE is losing share at a 8-9% rate each year, so it is possible that by 2023, pure ICE registrations have gone extinct.
With the PHEV RAV4 coming in 2020, we might finally see an end to the RAV4 HEV in the top 10.
ReplyDeleteThe "new" RAV4 HEV already lost a lot of steam -- with all the new EV models coming next year, I don't think it will even need a PHEV RAV4 to push the HEV one out of the top 10...
Delete(Also, I think I read something about the C-HR EV coming to Europe next year? If so, I wouldn't be surprised if that turns out to be the one to push the RAV4 out of the top 10...)
IT Will be interesting to learn if the fleet replacement rate with EV's is starting to make a dent on fuel consumption
ReplyDeleteIt is https://www.ssb.no/en/energi-og-industri/statistikker/petroleumsalg/maaned
DeleteIt would seem so, check out some interesting stats here: https://www.ssb.no/en/petroleumsalg
DeleteHere is a page with better graphics
Deletehttp://ev-numbers.no/salg_drivstoff.php
José, could you provide the market sizes and YoY change for the tailpipe and no tailpipe markets apart.
ReplyDeleteCould be possible. Will check.
Delete@José heh... While the data you added is quite fascinating, I don't think it's what he asked about? Pretty sure the point was simply that usually you break out BEV and PHEV share/trends, but you didn't do it this time...
DeleteNext year all manufacturers will limit supplies,because selling in this market will not help reduce fines for CO2 emissions.Norway is not a member of the EU.May be, sales will go down in 2020.Tesla will have a huge share.Parallel Import will raise the sale of neighboring countries
ReplyDeleteWrong, Norway is now included in the EU's fleet emission targets despite not being part of the EU. That's why we're seeing a drop now, manufacturers are trying to push sales into 2020 in Norway as well as EU countries.
DeleteAFAIK Norway has joined the EU emission regulations -- so parallel imports from EU countries should be a thing of the past...
DeleteThanks for the info.I did not know about it
DeleteFor Norway parallel imports are the norm
Deletehttps://elbilstatistikk.no
DeleteTesla Model 3 behind Audi etron and VW eGolf? What is going on here?
ReplyDeleteGreedy Netherlands gobbling up most supply, leaving only scraps for others...
DeleteModel 3 is already at 661 registrations for December with the Golf as 277 so Netherlands aren't getting all the cars.
DeleteIf we look at a moving three month middel, this November was a all time high for PEV i Norway. 61%.
ReplyDeleteThat's an interesting metric... And good to hear :-)
Delete"Last month, plugin registrations were down (-15% YoY)" - is it possible, that Tesla M3 is kinda cannibalizing all other EV sales on the market, as in US? If we substract M3 sales from both years, is EV market still growing?
ReplyDeleteThere is no doubt that Model 3 is pulling sales from other models in this market -- but given that it's "only" 20% of total sales, it can't be solely responsible for the mediocre performance of the others.
Delete