Norway November 2019 (w/ extra features)

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.

Norway October 2018

Audi e-Tron wins in slow month

Last month, BEVs registrations were shockingly down (-17% YoY), while PHEVs had their first positive month this year, growing 20% YoY, with all-electrics losing share regarding the same month last year (36% now vs 39% then), but with the last minute help from PHEVs (23% share in October), last month plugin share was 59%, keeping the 2019 PEV share at 56%.

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Regarding the October Top Sellers, this time the Audi e-Tron was the winner, with a record 873 deliveries, its first trophy so far, followed by its VW Group realative, the e-Golf, that scored another 740 registrations, seemingly immmune to the shadow of the ID.3.

The Mitsubishi Outlander PHEV was 3rd, with its best result since March, while the Nissan Leaf is profiting from the 62 kWh version to stay among the best.

Finally, the Hyundai Ioniq Electric scored its best result ever, with 413 registrations, earning it a rare Top 5 presence.

Looking at the 2019 ranking, the main news was the Audi e-Tron climbing to 4th, with the remaining changes all happening in the second half of the table:

- The Volvo XC60 PHEV climbed to #11, thanks to a year best performance of 257 units;.

- In what can only be described as a positive month for Volvo, its S/V60 PHEV twins were also up, it this case to #13, scoring 355 registrations last month, a new record for the midzise car nameplate. 

- Another plugin hybrid on the rise is the Mini Countryman PHEV, that was up one position, to #19..

Outside the Top 20, a mention to the plugin hybrid renaissance, with several models starting a new life, like the revised VW Passat GTE, with 260 registrations, the new BMW 330e (107 units, new record for the nameplate), the new X5 PHEV (87 units), and even the Porsche Cayenne PHEV is surfing the wave, having scored 55 registrations, its best result since the start of the new WLTP rules, over a year ago.

Looking at the manufacturers ranking, Tesla is uncontested leader (26%, down 2%), being followed by Volkswagen (14%, up 1%), while BMW (10%), is in the last place of the podium. ahead of Hyundai and Nissan (both with 9%).

Models breakdown by Fuel Source

October saw the return of plugin hybrids, with three models in the Top 10, with only two unplugged models present, both coming from the Toyota hybrid stable, with the RAV 4 hybrid in #6 and the Yaris in #9.

The top 5 spots were 100% PEV, with all-electric models continuing to be the majority of models (5 out of 10).

Norway September 20

Model 3 Superstar - Norwegian Edition

Last month, BEVs registrations were up (+27% YoY) in September, while PHEVs continue their never ending slide, sinking 28% YoY last month, and even HEVs were also down (-9%), but hybrids weren't alone alone in the naughty corner, as regular diesel (12% share in September, 16% YTD) and petrol (10% last month, versus 16% a year ago) kept sliding, while BEVs (55% share in September) just keep on winning share (they had 45% a year ago).

Looking at the PEV share, September recorded 65% share, 9% above the 56% YTD result, and expect this value to continue growing until the end of the year.

Regarding the September Top Sellers, the Tesla Model 3 was the clear winner, with 2.342 deliveries, so it is with some antecipation that we will see how the demand of the midsize sports sedan becomes in the last quarter of the year, will we finally see the organic demand showing up, or will the Netherlands eat up most Model 3 units in Q4, starving the rest of Europe? If so, we should see a strong Q1 2020 for the Model 3 in Norway, something the Tesla nameplate could use, so that it can be better prepared for the landing of a certain VW ID.3...

Speaking of Volkswagen, despite all the talk about the new ID.3, the existing e-Golf continues to impress, reaching #2, with 645 units, surpassing the Nissan Leaf, that despite hitting 585 units, it had to settle with the last place of the podium. Is the Japanese model becoming irrelevant?

The Audi e-Tron scored another Top 5 performance, with 476 registrations, and with the all-electric SUV said to have a cheaper version coming soon, expect it to start collecting regular podium positions.

Looking at the 2019 ranking, the top positions seem stable, although the #5 Audi e-Tron could put the #4 position of the BMW i3 in danger towards the end of the year, same as the #8 Hyundai Kona EV. regarding the #7 Jaguar i-Pace.

The #11 Tesla Model X could also surprise and assure a Top 10 presence, but then again, it will all depend on how Renault makes the transition for the revised Zoe.

On the lower half of the ranking, the Volvo XC90 PHEV yacht SUV climbed one position, to #18, one of the good news for the PHEV side. 

Another plugin hybrid on the rise is the Mini Countryman PHEV, that rejoined the ranking, in #20, thanks to 96 registrations last month, that allowed it to surpass the starved Kia Niro EV, now making 7 PHEVs in the Top 20, 4 of them from Volvo.

Outside the Top 20, a mention to the Mercedes EQC, that is (very) slowly starting to ramp up deliveries, having registered 48 units in September.

Looking at the manufacturers ranking, Tesla is uncontested leader (28%, up 2%), being followed by Volkswagen (13%), while BMW (10%, up 1%), has managed to win the 3rd spot over Hyundai and Nissan (both with 9%), but the German carmaker still has plenty of obstacles to overcome, it if wants to keep the Bronze medal.

Models breakdown by Fuel Source

September was a strong month for plugins, and it shows, with only two unplugged models, both coming from the Toyota hybrid stable, with the RAV 4 hybrid in #5 and the Yaris in #10.

The top 4 spots were 100% BEV, with all-electric models continuing to be the majority of models (7 out of 10).

There was only one PHEV model here, with the Outlander PHEV reaching #9, a low position that says a lot about the current PHEV fall from grace...

Norway August 2019

VW Shines in August

Last month, BEVs registrations were the lone ray of light (+13%) in a depressing overall market (-17% YoY), due to the last year pre-WLTP deliveries peak, with PHEVs in particular sinking 38% YoY, while BEVs (39%) keep winning significant share (they had 29% a year ago).

But PHEVs weren't alone wasn't the only one dropping share, as regular diesel (19%, down 2% from the 21% of last year) and petrol (19%, down 7% share) kept sliding, with HEVs(!) recovering slightly, to 13% share, thus surpassing their plugged cousins (10% share for PHEVs). 

Looking at the PEV share, August recorded 49% share, 6% below the 55% YTD result, but with September coming soon (ie, Tesla peak), expect that month to surpass the YTD average.

Looking at last month Top Sellers, the VW e-Golf surprised everyone, by registering its best result since 2017, with 1.083 registrations, so despite being in sunset mode, the EV demand is so big that even a model said to be replaced by a much better model (VW ID.3), is able to score four-digit performances…

The Tesla Model 3 was 2nd last month, and with the SR+ versions now being delivered in volume, expect another big peak in Model 3 deliveries in September, with probably another peak in the last month of the year, with the volume arrival of the SR version, meaning that we will only know the organic demand of the midsize sports sedan in Q1 2020...

Complementing the German hatchback brilliant result, the Audi e-Tron scored another Top 5 performance, with 445 registrations, and with the all-electric said to have a cheaper version coming soon, expect it to start collecting regular podium positions.

Looking at the 2019 ranking, the podium positions seem more (Model 3) or less (Leaf) firm, but below it, things are pretty fluid, with the Audi e-Tron climbing one position, to #5, changing places with the Mitsubishi Outlander PHEV, with the German SUV now being the Best Selling SUV in this ranking.

And with the #4 BMW i3 only 42 units ahead, it looks like the Audi nameplate will climb another position soon, especially now that the cheaper 50 version is coming.

Also interesting to follow is the race between the #7 Jaguar i-Pace and #8 Hyundai Kona EV, with only 42 units separating them. With Jaguar reportedly having a hard time to keep demand going for its Sports-SUV, the Korean model could climb one position soon. Assuming that the Korean maker has enough batteries to satisfy demand, of course. But more on that later...

In the lower half of the ranking, the BMW 225xe Act. Tourer climbed one position, to #13, this being the only good news for the PHEV side. 

This month climber surprise was the Opel Ampera-e ("Is this thing still being sold?!?!?" - Apparently. My guess is that it will be bought by PSA to GM until the Corsa EV starts to be delivered…), with the Euro version of the Chevrolet Bolt registering 156 units in August, a new Year Best, allowing it to jump two positions, to #17.

We witness another BEV joining the ranking, in #18, with the VW e-Up! (Hey, remember me?), becoming the 14th BEV in the Top 20, thanks to 167 registrations in August, the nameplate best result in over 4(!) years.

Interestingly, of the 6 resisting PHEVs, 4 are Volvo models…

A final mention to the Kia Niro EV, now sliding to #20, barely keeping its spot in the ranking, with last month performance (11 units) being its worst in its short career. Worse than that, in July, it had only delivered 24 units. With demand said to be strong as ever, why the sudden drop? According to the word on the street, it seems some Hyundai / Kia importers are already running out of units to deliver, and now are only accepting orders for deliveries in 2020...

...When Hyundai-Kia is said to have a much larger volume (as in 2x or 3x as much) of batteries available. Funny enough, it will be when the 95g CO2 rule will be implemented in Europe...Coincidence?

Looking at the manufacturers ranking, Tesla is uncontested leader (26%, down 1%), being followed by Volkswagen (13%, up 1%), while Nissan, Hyundai and BMW, all with 9%, are running neck-to-neck by the last place in the podium. For now the advantage is for the Korean maker.

Models breakdown by Fuel Source

Due to a weak August (BEVs+PHEVs only had 49% share), Toyota managed to place two of its unplugged hybrids in the Top 10, with two VW Group ICE models also showing up here (#6 Skoda Octavia and #8 VW T-Roc).

Nevertheless, the podium remained 100% BEV, while all-electric models continuing to be the majority of models.

There was only one PHEV model here, with the Outlander PHEV climbing to #9, a low position, but with the Japanese SUV almost selling three times as much as the #2 PHEV Volvo XC60 PHEV (129 units), the PHEV fall from grace is pretty clear...