tag:blogger.com,1999:blog-1399793419425111085.post4031052063198233808..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Europe March 2019José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-1399793419425111085.post-12728526444557268672019-05-07T15:28:31.446+00:002019-05-07T15:28:31.446+00:00It's the whole of Europe, including the debata...It's the whole of Europe, including the debatable cases of Russia and Turkey.<br /><br />Basically it's the same countries that are on UEFA, excluding Israel.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-32502069151269752662019-05-07T15:26:23.661+00:002019-05-07T15:26:23.661+00:00Mmmm...It will be difficult to achieve that number...Mmmm...It will be difficult to achieve that number. I would go with 16k.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-83134093056250647612019-05-07T15:24:32.099+00:002019-05-07T15:24:32.099+00:00All good points. Thanks!
And the name/brand recog...All good points. Thanks!<br /><br />And the name/brand recognition is a much forgotten aspect in sales, especially when we are talking about mainstream buyers.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-8570955640145504312019-05-07T15:21:18.385+00:002019-05-07T15:21:18.385+00:00Sorry, not enough time. But i promise you that for...Sorry, not enough time. But i promise you that for April!José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-8509337854214859762019-04-30T15:35:56.994+00:002019-04-30T15:35:56.994+00:00Clearly it's not EU only, as it includes Switz...Clearly it's not EU only, as it includes Switzerland, and the all-important Norway. Pretty sure it's all of Europe. (Don't know about corner cases Russia or Turkey -- but AFAIK neither of these has an EV market to speak of, for the time being...)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-777387881127086432019-04-30T15:27:47.134+00:002019-04-30T15:27:47.134+00:00Looks like a second one will leave very soon?
Eit...Looks like a second one will leave very soon?<br /><br />Either way, the fact that ships are leaving at a slower pace is precisely what "unravelling the wave" is about: instead of producing exclusively for overseas markets in the first half of the quarter, they keep making US models as well -- while in the second half of the quarter, they will also keep making international models, rather than only US ones.<br /><br />As I said, the effect won't show in April -- for that, they would have had to start the unravelling in March already...<br /><br />You are probably right though that it won't have much impact on May deliveries. Rather, the most visible outcome should be that there won't be a huge deliveries peak in June followed by a slump in July, but rather deliveries should keep going at a more steady pace across quarters...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-75776952151305821342019-04-30T15:05:52.433+00:002019-04-30T15:05:52.433+00:00While it's true that a PHEV power train is sti...While it's true that a PHEV power train is still a couple thousands cheaper than a BEV with decent range (at least for large inefficient vehicles), I'm pretty sure that's a minor part of why legacy makers tend to resist BEVs. A more important reason is that with the relatively small batteries in PHEVs, they can get decent results from retrofitting a combustion car platform, instead of creating a dedicated platform from scratch -- which is a must for a really good BEV. And perhaps even more importantly, with a PHEV they can still sell their combustion engines, which is where they see their major competitive advantage -- while switching to BEV means tens of billions in R&D and production equipment becoming obsolete...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-27700427427951725132019-04-29T12:55:13.904+00:002019-04-29T12:55:13.904+00:00When you talk about 'The European passenger ma...When you talk about 'The European passenger market', which territory does this cover? <br />I assume we are not talking about the EU?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45294355439065238132019-04-29T12:48:12.041+00:002019-04-29T12:48:12.041+00:00It's very likely! We are talking about a uniqu...It's very likely! We are talking about a unique veichle regarding charging: the only one being able to use both Superchargers and the growing CCS network (including high-speed chargers like those in Ionity and Fastned stations). I think it's the biggest advantage of Model 3 in Europe.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-87968262776733231792019-04-29T11:31:41.899+00:002019-04-29T11:31:41.899+00:00Looks like rolling 12month worldwide to be ~2.25mi...Looks like rolling 12month worldwide to be ~2.25million on ~84million total. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-91225279643833131742019-04-29T10:32:10.108+00:002019-04-29T10:32:10.108+00:00So far, only one ship have left the US that I'...So far, only one ship have left the US that I'm aware of for Europe with Teslas. So they wont have any import in April, and hardly any import in May. It looks just like last quarter, it does not appear they'll "unravel the wave" this quarter either.Anonymoushttps://www.blogger.com/profile/13865952490744142818noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-21211776030349628772019-04-29T10:27:34.234+00:002019-04-29T10:27:34.234+00:00Looking at the best of the rest.
It is telling tha...Looking at the best of the rest.<br />It is telling that two cars waiting for a refresh are best selling.<br /> <br />It takes time to build name recognition and public trust. Probably what explains the still high positions of the i3 and eGolf.<br /> <br />Of the new generation the Jaguar I-Pace is likely at its place for 2019 with 1,500 monthly deliveries. Not that there is no market for more, but the contracted production capacity was rumored to be 20,000/year. Even with an upgrade to 30,000 the rest of the world does want to receive some Jags to.<br /> <br />Th Koreans eNiro, eKona, Ioniq EV have the potential to get into the 2,000+ regions of monthly deliveries. But only if battery production and global sales policies support this.<br /> <br />The Audi e-tron quatro looks to be past the worst of production hell. I expect it to get to 5,000/month production in the second half of this year. Creating a potential for 3,000/m in Europe, 1,000/m in the USA and 1,000/m in the rest of the world.<br /> <br />This BEV assault on the top 10 will leave the Outlander PHEV the sole non BEV in the top. Illustrating that the days of the PHEV are over.<br /> <br />Ironic when seeing the large number of new PHEV coming to market from all European carmakers. <br />Their logic is that a PHEV powertrain is a lot less expensive than a fully electric one. With the efficiencies of the I-Pace and e-tron as examples, there is some truths in that statement. But I doubt it is enough for a justification.Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-49049668158216579372019-04-29T10:02:23.253+00:002019-04-29T10:02:23.253+00:00Combined Tesla Model S and Tesla Model X deliverie...Combined Tesla Model S and Tesla Model X deliveries in Europe in 2019 will be more than 20,000.Neohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-36533583547995998722019-04-29T09:53:50.040+00:002019-04-29T09:53:50.040+00:00The e-tron quatro is without any capitals.
The mar...The e-tron quatro is without any capitals.<br />The marketing departments are responsible for this mess.Anonymoushttps://www.blogger.com/profile/06635814241262634878noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-79835011006237475602019-04-29T07:33:54.096+00:002019-04-29T07:33:54.096+00:00There will be more than 100,000 Tesla Model 3 deli...There will be more than 100,000 Tesla Model 3 deliveries in Europe in 2019.Neohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-22815599223386470112019-04-29T04:17:31.374+00:002019-04-29T04:17:31.374+00:00Don't count on SR+ deliveries setting a new mo...Don't count on SR+ deliveries setting a new monthly record. Tesla announced in the Q1 letter an earnings call that they are going to "unravel the wave" in Q2, i.e. smooth out production/deliveries for all markets throughout the quarter. While they were talking about doing that in the past, it sounds like this time they are serious -- even willing to take a loss in Q2 in exchange for better efficiency in the future.<br /><br />This won't show yet in April, since the first Q2 ships are only beginning to arrive. However, May and July should see the effect, with the initial European SR+ wave presumably being distributed between these two months. So while Q2 has a good chance of setting another record, individual months might not.<br /><br />BTW, it's I-PACE or I-Pace, but always with a capital 'I'... (Unlike e-Tron.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-83240633574825376152019-04-28T21:24:01.158+00:002019-04-28T21:24:01.158+00:00As usual José, a very good job! In an other hand, ...As usual José, a very good job! In an other hand, and I hope not asking too much, but would you mind to make a post with March sales (and Q1) for Portugal? Thanks.Marsusulhttps://www.blogger.com/profile/05509601652812167102noreply@blogger.com