Friday, February 28, 2020

Europe January 2020


Resultado de imagem para Renault Zoe 2020


Renault Zoe shines in hot market

The European passenger plug-in market registered a near-record 75,000 registrations in January (+121%!), this being the first time since 2015 that the European EV market scores a three-digit growth rate, with PHEVs (+174% YoY) growing faster than BEVs (+89%), with the powertrain breakdown becoming more balanced between both, although BEVs still have the upper hand  (52% BEVs / 48% PHEVs vs 64% / 36% in 2019). 

Last month brilliant sales result, added to a falling overall market (-7% YoY), allowed the 2020 plugin share to start at a record 6.6% (3.5% for BEVs alone), almost doubling the final 2019 PEV (3.6%).

Will the plugin share touch the 10% ceiling this year? Now that would be fun...Wouldn’t it? Please place your bets. 

In January, several models profited from the start of the 2020 CO2 counting system to  perform record results, and none did it more spectacularly than the Renault Zoe, with the French hatchback scoring close to 10,000 units, a spectacular opening salvo for 2020.

But the Renault EV will face some stiff competition this year, and the fiercest of them all is the Peugeot 208 EV, that jumped immediately to #2 in its first full month on the market, with an impressive 3,897 units, but PSA’s EV deployment didn’t ended there, with 3 other models landing immediately in the Top 20, as we had the crossover Peugeot 3008 PHEV in 6th, the (most beautiful) midsizer Peugeot 508 PHEV in #15 and finally, the crossover Opel Grandland X PHEV, in #18.

So PSA, who had never, ever, registered over 1,000 plugin registrations in one month, all of the sudden, scores over 12,000 units...In January alone.  

And the Opel Corsa EV and Peugeot 2008 EV are still in ramp up mode...

Another impressive performance is of the veteran VW e-Golf, 3rd last month with a record 3,296 units, with Volkswagen milking it to the extreme (as in, heavy discounting), the German hatchback is having a second life, as if the old geezer was saying: “ID-who? Never heard of it!”

Interestingly, the EV podium, with the #1 Zoe, #2 208 and #3 e-Golf, is starting to resemble the overall market, in 2019 the Best Selling Car in Europe was the VW Golf, followed by the Renault Clio (ICE equivalent to the Zoe) in #2, while the Peugeot 208 was #6. 

As plugins make inroads into the mainstream market in Europe (and more models are available as plugins), it starts to become natural that mainstream buyer tastes start to influence the EV table, with this last one starting to look a lot more like the overall market.


Looking at the Monthly Models Ranking:


#1 Renault Zoe– The 9,782 deliveries of January meant tripling sales and the French hatchback best result ever, meaning that the production ramp up of the revised version is up and ready to satisfy whatever demand there is. Also,it is ready to start 2020 on a full charge, because it has allowed it to already open a significant distance over the competition, something that might prove useful further along the year. Back to January, France pulled the usual heavy lifting, with over 5,000 units, anew record, but it wasn’t the only record score, in Germany the Zoe also had a four-digit score, with 1,798 units, with Norway (533 units) and Southern Europe (410 units in Italy, 397 in Spain, 230 in Portugal) also helping to the Zoe’s outstanding result.

#Peugeot 208 EV – Apparently the production ramp up of the French hatchback is doing fine, as the striking model hit 3,897 units last month, winning its first monthly podium seat, highlighting the fact that 208 EV has good growth prospects for 2020, especially considering that its career is barely starting now, with a number of markets still without units. While its home market (2,537 units) pulled out the heavy lifting, it wasn’t just France doing all the hard work, as the UK (400 units), Italy (318) and Spain (231) also helped the Peugeot EV to reach the runner up spot.

#3 Volkswagen e-Golf– The evergreen German model hit  a record 3,296 units last month, up 95%(!) YoY, which is an amazing result for a model that is supposed to be in sunset-mode for months now and has its sucessor now ramping up production in the Zwickau factory. It seems VW is going all in into plugins (well, with the CO2 rules now in place, it has to), milking everything it can from its current best selling electric model. Regarding January performances, the Volkswagen EV main markets were Germany (1,120), Netherlands (304), Norway (497) and the UK (600). 

#4 Nissan Leaf– The Japanese hatchback was up 17% in January (Yey!!!), to 3,177 units, with the Nissan EV winning a bit of charge and keeping up with the best, mostly thanks to promotions (as in, discounts), in a few markets. As such, looking at individual countries, the UK (900 units) was its largest market, 
followed by Norway (366), France (360) and Ireland (296).
  
#5 Mitsubishi Outlander PHEV– The Japanese SUV was up 11% last month, to 3,149 units, with the Mitsubishi workhorse benefitting from its unique formula (lots of utility and space, for not that much money) to continue running with the best, following the EV bubble growth. Looking at individual countries, Germany (868 units) and the UK (600), were its largest markets, with the following being Sweden (427) and Norway (303).


Peugeot 508 PHEV

Looking at the remaining ranking, besides the thunderous arrival of the PSA team, we should also notice the 10th spot of the new BMW X5 PHEV, with a record 1,974 units, proving that big batteries also help plugin hybrids to increase sales, while two other plugin hybrids also shined, with the #11 VW Passat GTE scoring its best result since 2016 (1,890 units), while the #12 Volvo XC60 PHEV registered a record 1,761 units.

In the BEV field, there were a couple of significant developments, with the BMW i3 dropping to #13, having seen its sales drop 22% YoY (are the first wrinkles starting to show?), while the #16 Kia Niro EV registered its best score in 10 months, with 1,310 units, although i keep finding it an underwhelming performance, considering the success of its cousin, the #9 Hyundai Kona EV. 

Outside the Top 20, we have a few surprises, like the Audi Q5 PHEV, with 1,162 units, the Skoda Citigo EV (1,097), VW e-Up (916) and Seat e-Mii EV (553) triplets, that counted together would be #6 in the table, while both DS’s, the 3 Crossback and 7 Crossback, scored around 1,000 units each.

In the manufacturers ranking, Renault (13%), BMW (12%), and Peugeot (10%) are all running for the leadership, while Volkswagen (8%) is looking for a chance to join the podium.

52 comments:

  1. 1 million EVs in Europe in 2020?

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    1. BEVs-800000-900000,PHEVs-350000-400000.

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  2. From the posted data, carmaker standings are:

    1st Renault-Nissan-Mitsubishi Alliance with 16108 vehicles
    2nd Groupe PSA with 8894 vehicles
    3rd BMW Group with 8473 vehicles
    4th Volkswagen Group with 7438 vehicles
    5th Kia-Hyundai with 3436 vehicles

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  3. ... registrations in December (+121%!)...or January?

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  4. Bravo Europeans for buying 74,663 PEVs. Europe takes up the slack left by China. This big rise of PHVs indicate that europeans are not willing to give up on the ICE. But its a good competition. PHVs with 50 km range can be driven on electricity for at least 14.000 - 15.000 km / year if we drive 50 km for 250 days of commute and another 30 - 50 km during weekends for errands. It will be nice if those PHVs can also run on bio-fuels when running on engine.

    Hope all the coming months see this type of increase and we overcome virus and see the light of the day.

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  5. Will be nice if Benz could provide a breakup of E300e & E300de. E300de is a unique vehicle since it has a diesel engine. No idea how much the C300e/C300de sold.

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  6. Looks like a million units is in range this year.

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  7. Waiting for big sales in the next 2 months from Kia and Hyundai.A lot of battery+factory in Europe+T3 in Korea.

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  8. What happen to the Tesla Model3 in Europe?

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  9. What happen to Tesla Model3 in Europe?

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    1. Boats haven't had arrived yet.

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    2. All is well.90k warranty.

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    3. 7 ship in the first quarter.~30000

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    4. 7 ship-25000-T3,5000-MS,MX

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    5. BROOKLANDS.199/38.Huge ship.

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    6. Agreed: with seven ships in Q1, we should expect some 25,000 Model 3 deliveries in Europe, plus a couple thousand S/X.

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  10. 1517 cars is a lot of unsold Model 3 inventory left from 2019. So many lost sales in Netherlands!

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    1. Primarily UK.Thee Netherlands got what they wanted.

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    2. Yeah, I don't think they "lost" any sales in the Netherlands. In fact I believe the unsold inventory was mostly because they shipped as much as they could to the Netherlands, and didn't have time to redirect all surplus when it became clear how much exactly will be left over...

      Also, 1,517 undelivered cars at the end of the quarter is actually the lowest number they ever have had with Model 3...

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  11. @hancue - Tesla is always weak in 1st quarter of the month in foreign markets, that is because they have to do imports. And even more so in January as they need to restock the loaner cars they sold off in Q4.

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    1. Indeed. I don't know about Europe: but in the US, they even sold out almost all showroom cars... That's probably thousands of cars to restock all in all.

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  12. How is going the EV LCV segment in Europe, now that Streetscooter will flounder?
    Plenty of vehicles arrived (MAN TGE, Mercedes-Benz eSprinter, Volkswagen e-Crafter, Mercedes-Benz eVito) not to mention others already in the market, like the Maxum and the Kangoo ZE.

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    1. Nothing disruptive yet, the Kangoo EV is king without trying too much.

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    2. Thanks but no one needs disruptions on the LCV market: delivery vehicles are tools for the businesses, not trophies for online discussion foruns and fan clubbings. One of the issues with the Streetscooter was that they were in fact just a trophy for the DHL clubbing

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    3. Streetscooter created the market when nobody else bothered to offer electric vans -- much like Tesla did with passenger cars.

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    4. Then, how many of them, so far, were sold to outside DHL?
      Explain us THAT market. And explain us why manufacturing Streetscooters is unprofitable, DHL has just been amassing losses.
      Just don't start with the StartUp nonsense talk.

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    5. Don't remember exact numbers: but there were quite meaningful sales to outside customers.

      That's actually beside the point, though: DHL got into that business because they wanted electric vans, and *nobody else wanted to provide them*. They always made it clear that it's the only reason, and they'd rather spin off that business as soon as they could, if they had found other investors...

      Lack of profitability is obviously a result of missing scale.

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  13. Since a lot of new PHEVs models are now appearing in the European market, it would be very nice to also have in the future a top 20 table just for BEVs :)

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    1. If not for Germany,then this could happen this year.

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  14. Italy lights in February!The Netherlands is good.

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  15. Will the UK be better in March than the Netherlands in December?

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    1. Don't know. But it will be surely interesting…

      What i know, is that Tesla is getting ready for a UK tidal wave!

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  16. In Norway very well(Tesla supplies were not)

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  17. If there were no subsidies in Germany on PHEV,the table would look different.

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  18. UK:Tesla-10-12k,others BEV 7-9,PHEV 7-9.>25k(monthly record in Euroupe).Your rates.March.

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  19. Pending >100k in March.

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  20. PHEV useless technology that distracts attention and resources from BEV and FCV.5 years ahead will cheap green hydrogen.BEV and FCV this is our future(they complement each other).PHEV interfere with the arrival of this time.

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    1. PHEVs are useful for *some* use cases -- though admittedly these are getting much fewer, as long-range BEVs are becoming affordable, and charging infrastructure is improving. It's a transitional technology that is increasingly becoming obsolete -- but were aren't entirely there yet. And it's a good appetiser for people who aren't ready to make the plunge yet and get a pure EV.

      The real problem is that strong PHEV subsidy result in fleet buyers getting them just to save on the price, without ever intending to charge them; while car makers create very underwhelming models catering only to these buyers, and not very useful for those who would actually want to use a PHEV properly...

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    2. As for hydrogen fuel cells, there are probably some valid use cases for them: but not in land transport. Land transport can be covered much more efficiently with batteries.

      (Those claiming that batteries don't work for heavy duty hauling just don't understand the physics.)

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    1. Will take a bit longer... And won't be limited to Japanese brands. Even those legacy makers that invest in BEVs now will get in serious trouble, as their legacy combustion car business crashes, leaving them with enormous stranded assets.

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  26. When is the next tightening of CO2 emissions?PSA enough 6% BEV and PHEV of the fleet to meet existing standards.Not so cruel are they existing 95.

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    1. There will be quite a significant further tightening next year: while the number won't change, the calculation will switch from NEDC to WLTP, resulting in much higher requirements in practice. Also, the ZEV multiplier will be reduced starting next year IIRC, meaning more EVs will be necessary to offset the same number of polluting combustion cars.

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  27. https://europe.autonews.com/automakers/psa-track-escape-co2-fines-tavares-says

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  28. Germany does not slow down.MS 7%

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