tag:blogger.com,1999:blog-1399793419425111085.post4976804599422010018..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: France March 2021José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger45125tag:blogger.com,1999:blog-1399793419425111085.post-91316492228631559442021-05-04T21:49:51.693+00:002021-05-04T21:49:51.693+00:00https://www.automobile-magazine.fr/voitures-electr...https://www.automobile-magazine.fr/voitures-electriques/article/29476-top-10-des-voitures-electriques-les-plus-vendues-depuis-le-debut-de-lannee<br /><br />January to April figures. e208 is top of the heap.<br />Renault won't be crying too much about lost Zoe sales as they appear to be lost in good proportion to Twingo which is a very cheap car to make with a small battery and amortized costs. A CO2 credit for a Twingo is just as useful to them as a CO2 credit for a Zoe.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-8329429065479782662021-05-03T16:31:11.756+00:002021-05-03T16:31:11.756+00:00There certainly has been cannibalization of S &...There certainly has been cannibalization of S & X. No other explanation for them selling 1/2 what they sold 5+ years ago, despite growing EV adoption in every vehicle segment in every part of the world.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-81896028623118629462021-05-03T16:28:04.179+00:002021-05-03T16:28:04.179+00:00Tesla is certainly the King of the EV road. It has...Tesla is certainly the King of the EV road. It has #1 market share with only 2 vehicles, one of which isn't fully ramped and if you consider that their ASP is 2x it's competitor's, it is probably taking in >3x the revenue. You may say the ID.3 isn't fully ramped, but it appears that they have tapped out demand, given their drop in Q1 sales. Same will happen with ID.4. Apple takes 30% market share, but 66% profits. I think Tesla is on track be in a similar boat in a few years, allowing others to sell many units with minimal, if any margin.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-43294791398862161392021-04-23T15:00:38.347+00:002021-04-23T15:00:38.347+00:00Well, they did just introduce the Twingo ZE; the D...Well, they did just introduce the Twingo ZE; the Dacia Spring is coming soon AIUI; and so is Nissan Ariya... So while they didn't rush new models last year like the competition did, I wouldn't exactly say they have little to show in the near future.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-16687352549939992742021-04-22T14:27:44.694+00:002021-04-22T14:27:44.694+00:00Yep, the Renault-Nissan Alliance is headed has som...Yep, the Renault-Nissan Alliance is headed has some difficult months ahead, as it won't have fresh metal to show in the near future, while the competition seems to be showing and introducing a new model every day.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-48765724980864835042021-04-20T19:13:31.082+00:002021-04-20T19:13:31.082+00:00"Raised" is ambiguous, since crossovers ..."Raised" is ambiguous, since crossovers typically have both higher ground clearance and a more erect seating position adding up to the total height increase. (And also different styling -- which doesn't matter for practical purposes, aside from reducing efficiency: but people nevertheless care about that...)<br /><br />Putting the "dividing line" in a place where it would include many vehicles that *clearly* fall in the sedan or hatchback category by everyone's definition makes no sense whatsoever. And as I pointed out before, a distinction strictly by height makes no sense anyway, since it's more a matter of proportions. (And styling...)<br /><br />Also, comparing this with strict standards for measures is a false equivalence. It's neither really possible to define terms for classes of vehicles in such a strict manner (since they are fluent, and always have been) -- nor is it necessary to be precise with this. This is a case where language actually *is* fluent: yet you insist on fixed terms; while at the same arguing against established language standards where they actually exist and make sense...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-74495616137166691442021-04-20T14:37:28.675+00:002021-04-20T14:37:28.675+00:00A friend of mine who had BMW X5 said that Lexus RX...A friend of mine who had BMW X5 said that Lexus RX350 is only a raised wagon even though it stands at 1720 mm height. She did not realize that X5 is also a raised wagon using unibody frame and not a SUV built on truck chassis.<br /><br />Thats why we need metrics to clearly differentiate. With most cars (sedans) having ranging in height between 1450 - 1490 mm in height, it makes sense to set 1500 mm as the height as the dividing line between wagon and crossover.<br /><br />Otherwise, what is crossover for Joe could be a hatch for Ali. Imagine a country that sets 1 kg = 1.100 g as their standard.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-37190558352681606432021-04-19T15:05:38.653+00:002021-04-19T15:05:38.653+00:00Tesla Model S + X sales fell by 20% YoY in 2020.
...Tesla Model S + X sales fell by 20% YoY in 2020. <br /><br />Now they stopped production for a while, while trying to produce updated models of these cars that will have abetter chance competing against existing high end models from Volkswagen (Audi e-tron, Porsche Taycan), upcoming Daimler models (EQS!!!) and whatever else hits the road in 2021. <br /><br />Competition in the high end segment is getting extremely hot, even in the USA.Denohttps://www.blogger.com/profile/00505888656480135876noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-36524119539886671002021-04-19T15:01:11.107+00:002021-04-19T15:01:11.107+00:00Most "Tesla is the king of the road" typ...Most "Tesla is the king of the road" types of posts don't hold the water, but this is indeed an exceptional result. <br /><br />Last time that Tesla has managed to capture almost 20% of the French BEV market was in Q2 and Q3 2019. In fact, just a few months ago, in Q4 2020, their BEV market share in France was reduced to 4.16%!<br /><br />https://eu-evs.com/marketShare/FR/Groups/Bar<br /><br />It will be interesting to see if this bad result in Q4 is responsible for a good one in Q1 or if Tesla will manage to keep such a big market share in France in Q2-Q4 2021. Very interesting times. <br /><br />As for other OEMs, Stellantis on place 1, Hyundai/Kia on place 5, and Volkswagen group on place 6 did relatively well, but 23.4% for Renault/Nissan group is by far he worst result since 2017! For their sake this should better be just a temporary glitch, otherwise Renault is in big trouble.Denohttps://www.blogger.com/profile/00505888656480135876noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-35880720134963442292021-04-19T00:57:36.875+00:002021-04-19T00:57:36.875+00:00They *will* make Model 3 at Giga Berlin. It will b...They *will* make Model 3 at Giga Berlin. It will be added after Model Y production.<br /><br />A Model 3 wagon would be great -- but I'm not sure Tesla will ever consider it worthwhile, in view of the (unfortunate) trend of substituting them with SUVs/crossovers :-(antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-9680039779106686362021-04-19T00:52:41.506+00:002021-04-19T00:52:41.506+00:00Most major European markets saw a significant incr...Most major European markets saw a significant increase in incentives last year -- so the growth can't be clearly pinpointed on incentives vs. mandates. In truth it's both adding up. Savings on fines / credits sales have a clear monetary value, that is somewhat equivalent to a direct purchase price subsidy.<br /><br />There are important differences, though: while a mandate -- just like any other emission trading scheme -- is very effective in achieving a specific compromise goal written into law after years of fighting lobbyists, once that goal is achieved, the mandate loses any further effect. We have witnessed that many times with various emission trading schemes: and we will witness it again with the fleet emission standards in Europe in the next couple of years, as the mandate won't change between 2021 and 2024.<br /><br />A subsidy on the other hand -- much like an emission tax -- can't guarantee achieving a specific goal: but it does make sure there is an ongoing incentive for further improvements. In the next few years, incentives will thus become the major driver for further EV market share growth in Europe again.<br /><br />Aside from that, a direct subsidy also has an important psychological effect on private buyers (presumably less so on fleet buyers) that an emission mandate doesn't provide.<br /><br />I do agree that providing subsidies from the general budget is rather unfair (since it taxes people who don't use individual cars at all): it would be much better to pay for the subsidies by increasing taxes on polluting cars. Unfortunately, this doesn't fly politically in many places...<br /><br />I'm also very much in favour of taxation regimes that make larger cars less attractive. However, EV incentives are *not* the right tool for implementing this unrelated agenda. As the name implies, the point of EV incentives is to incentivise people to buy EVs instead of combustion cars -- no matter the size or price class.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-38014402270756843342021-04-19T00:13:43.981+00:002021-04-19T00:13:43.981+00:00Yes, these can all be considered sub-classes of ha...Yes, these can all be considered sub-classes of hatchbacks. The reason they get their own distinct names is that people actually find it useful to make a distinction.<br /><br />(No, these can't be pinpointed in terms of millimetres. That's not how people make the distinctions. If you can't think in other terms, I'm sorry for you -- but don't expect the world to cater to that.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-38290412309397106052021-04-18T20:14:16.621+00:002021-04-18T20:14:16.621+00:00Car is essential: Agreed, but that car is a small ...Car is essential: Agreed, but that car is a small hatchback capable of carrying 4 passengers with 2 suitcases; good enough for any trip.<br />Claiming that a pickup that can carry 1 ton and towing capacity of 3 tons is essential and that they will purchase electric only if the government gives $10.000 in subsidy for it is atrocious. Most of them buy these pickups to tow their trailer/boat and to buy soil in bulk. If they want ultra-luxury, let them pay for it.<br /><br />8 electric pickups are set to launch in USA in 9-18 months. And the governments plan to increase subsidy from $7.500 to $10.000 means I have to pay for someone when I am finding a small car like Leaf being enough for 99% of my trips.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-23770240656907968092021-04-18T19:59:29.114+00:002021-04-18T19:59:29.114+00:00@antrik
Are all 5 door, 2 box type vehicles called...@antrik<br />Are all 5 door, 2 box type vehicles called hatchback including the wagon, crossover, suv, mpv. Someone please give me the metrics (length, width, height in mm) to classify a hatchback from the others.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-38185601017680668172021-04-18T19:50:36.594+00:002021-04-18T19:50:36.594+00:00Seems Tesla Model 3 ended up #9 in overall French ...Seems Tesla Model 3 ended up #9 in overall French sales. Wow, wonderful, this may not happen every month, but it may happen every quarter end. I wish they make Model 3 in Giga-Berlin as well. That is more affordable efficient for the middle class Europeans who want higher efficiency car. A Model 3 Wagon would make it more functional. Lets wait for the so called smaller car from Tesla.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-91987591169966571702021-04-18T13:06:03.908+00:002021-04-18T13:06:03.908+00:00I fully agree with Jose that it is time to reduce ...I fully agree with Jose that it is time to reduce incentives for higher priced cars.<br />The competition will lead to price reduction then. <br />Another methode would be, to reduce incentives for larger batteries.<br />Nobody buying an EQS needs any incentives.<br />I'd have a bad feeling taking money from taxpayers for such vehicles. Kooglehttps://www.blogger.com/profile/18190230449830197502noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-46707776100452215002021-04-18T08:07:30.739+00:002021-04-18T08:07:30.739+00:00I think incentives help create interest and discus...I think incentives help create interest and discussion among the public but as we have seen in Europe last year it's really regulation that moves the needle on sales. When they are required to sell EVs the manufacturer's will do all the hard work of increasing sales through greater availability,advertising and price reductions. Government incentives should now be focused elsewhere. In the UK incentives were capped at 35k and reduced by £500 yet many models are now cheaper because manufacturers have reduced prices.Davidhttps://www.blogger.com/profile/09002154216768112434noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-83203939806548036852021-04-18T06:58:06.788+00:002021-04-18T06:58:06.788+00:00~18% BEV market share though, which is significant...~18% BEV market share though, which is significant (PHEVs, while better than ICE-Vs, should be considered separate category from fully electric cars).IWasHidingDearhttps://www.blogger.com/profile/15046746606351815723noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-30648926398044240822021-04-17T16:07:51.418+00:002021-04-17T16:07:51.418+00:00A 50,000 Euro after incentives EV saves just as mu...A 50,000 Euro after incentives EV saves just as much emissions over a 50,000 Euro combustion car as a 25,000 Euro after incentives EV saves over a 25,000 Euro combustion car. (Arguably more.) Any calls to exclude more expensive BEVs from incentives are populist nonsense.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-2850345016934511152021-04-17T16:01:59.443+00:002021-04-17T16:01:59.443+00:00@famlin the word "shooted" hasn't be...@famlin the word "shooted" hasn't be deprecated: it was never the same as "shot".<br /><br />There is already a widely accepted term for a five-door two-box vehicle: it's called "hatchback". That's the established standard -- used by pretty much everyone in the world, minus you.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-10137110819134244982021-04-17T15:40:26.028+00:002021-04-17T15:40:26.028+00:00Why would Tesla care about PHEV share increasing? ...Why would Tesla care about PHEV share increasing? More combustion-only vehicle sales being replaced by pseudo-EV sales has zero relevance to Tesla: Tesla is not, never was, and never will be in the business of selling pseudo-EVs.<br /><br />Right, Tesla's logistics approach is obviously a marketing ploy... Except maybe you would have noticed, if you weren't blinded by your agenda, they I was explicitly talking about results for the entire quarter. Oops.<br /><br />But wait, it gets better! The fact that Tesla hasn't yet introduced more than one mainstream model in Europe has nothing to do with missing factories: it's also a marketing ploy! Truly genius: boost sales efforts by selling fewer products!...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-31823729717246485762021-04-17T11:13:23.304+00:002021-04-17T11:13:23.304+00:00I believe at this point incentives should be focus...I believe at this point incentives should be focussed on cheaper BEVs, maybe less than 40k-50k euro, as for the rest (PHEVs, higher end BEVs...) i think it's time to lower their incentives.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-38847190158899283152021-04-17T11:10:12.595+00:002021-04-17T11:10:12.595+00:00Thanks for the heads up, will try to remember that...Thanks for the heads up, will try to remember that... :-)José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-78168679867995636802021-04-17T11:08:44.832+00:002021-04-17T11:08:44.832+00:00Could be an allocation issue, as the 2008 easily o...Could be an allocation issue, as the 2008 easily outsells the 208 in a number of other markets.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-12663398715754751732021-04-16T23:00:34.277+00:002021-04-16T23:00:34.277+00:00Poor Nikita, has to pretend this is a marketing st...Poor Nikita, has to pretend this is a marketing stunt. That’s right - those ships delivering Model 3’s were perfectly coreographed all to arrive in March. Silly Tesla trying to fool us like that. There is obviously such low demand for the model 3 that deliveries have to be bunched up like this to even register in the top 20Tesla_or_GTFOhttps://www.blogger.com/profile/05213711943291185589noreply@blogger.com