France June 2020

Renault Zoe shines in Record Month

The Dog Days are Over in the French EV market, with the pandemic disruption now behind and a new stimulus package from the local government, that can go up to 12,000 eur (Now imagine if the 16,000 eur Dacia Spring EV lands in time for this kind of incentives...It will be yours for peanuts!), plugin sales surged 359% YoY in June, to a record 21,000 units, with PHEVs (up 5-fold!) faring better than BEVs, up only 205%, allowing plugin hybrids to have 35% of the plugin market last month, above this year average (31%). 

But because the overall French market was also positive (+1%), the market share gains weren't as spectacular as in the lockdown months, with the plugin market share ending June at 9% (5.9% for BEVs alone), dropping slightly the 2020 PEV share to 9.1% (6.3% BEV), which is still well above of the 2.8% of 2019.

When one looks at last month Best Sellers, the Renault Zoe broke all records by registering 6,012 units, a new all time high for a plugin in France, and allowing the French EV to reach #8 in the overall market in June.. 

The remaining podium positions went for two Peugeots (#2 208 EV and #3 3008 PHEV), while we have a surprise in the 4th position, profiting from increased units availability coming from its recent Czech Republic production, the Korean crossover broke its personal record, by delivering 674 units, winning its second Best Selling Foreigner award in a row. A sign of things to come?

Two other surprises are just off this Top 5, with the Jurassic Citroen C-Zero in #6, with 548 registrations, its best score ever in its 10 year career (It landed way back in 1810 2010), while the Mercedes GLC300e shows up in #7, with 500 registrations, a new record for the midsize SUV.

Pl	Model	Sales
1	Renault Zoe	6,012
2	Peugeot 208 EV	2,127
3	Peugeot 3008 PHEV	768
4	Hyundai Kona EV	674
5	Tesla Model 3	620

Looking at the 2020 ranking, the top 2 remain unattainable, nothing significant happened in the top spots, while the new #4 Peugeot 3008 PHEV, up one spot last month, recovered 148 units from the current Bronze medalist, the Tesla Model 3, and while the distance between both is still significant (938 units), the French crossover will benefit from the fact that the next Tesla high tide will only be Spetember, so it will have two months to shorten the distance. Will it be able to do so? Please, make your bets. 

Still in the first half of the table, a mention for the Koreans Hyundai Kona EV and Kia Niro EV, with both performing record performances and climbing in the table, with the first jumping two spots to #6, and the second climbing to #8. Korea is rising... (haven't i written this before?!?).

On the second half of the table there's also a lot to talk about, starting by the 2 new entries in the Top 20, with the small VW e-Up showing up in #19, thanks to a record 397 deliveries, and if we were to add all three triplets together (VW e-Up, Skoda Citigo EV, Seat e-Mii) the city EVs would be #12 in the table. In #18 we have the current talk of the town, with the Ford Kuga (euro-spec Escape) PHEV joining the table, and with a record performance to boot (455 units).

Speaking of record performances, the Mercedes GLC300e climbed two positions, to #12, thanks to a record 500 units score, while the Peugeot 2008 EV did even better, by jumping 4 spots, to #16, thanks to a record 406 units, and i believe Peugeot's small crossover is still in ramp up mode, so expect it to jump further positions in the coming months, possibly into a Top 10 position.

Another model on the rise in June was the Mitsubishi Outlander PHEV, that was up to #14, thanks to 476 units, a new year best, and in a record month, several other models had surging sales, like the #11 Nissan Leaf (494 units, best score in 21 months), the #13 Porsche Cayenne PHEV (244 units, new record), the #15 Volvo XC60 PHEV (record 316 units), or even the #17 BMW i3 (hey, remember me?), that registered 249 units, a new year best.

Finally, regarding future new entries to the Top 20, a mention to the 300 units of the Opel Corsa EV, which means its production ramp up is now well under way, the Volvo XC40 PHEV registered 306 units last month, confirming the young Swede as one of the surprises of 2020, while Renault has finally brought the cavalry to help the Zoe, with the Captur PHEV landing with a bang (388 units), while the Mégane PHEV landed in demonstration-mode, with just 16 registrations. With Peugeot coming closer every passing month, Renault couldn't just rely on the Zoe to keep its arch-rival at bay.

Speaking of which...In the brands ranking, the leader Renault (28%, up 2%) is now in recovering mode, with Peugeot (21%) firm in the 2nd spot, while DS (7%, down 1%) is in the 3rd spot, ahead of Tesla (6%, down 1%). 

Portugal June 2020

Nissan Leaf back at #1 in 12% plugin share market

Despite the end of the Coronavírus-related lockdown, the overall automotive market is still in the doldrums, with sales at half of what they were last year, but plugin registrations actually grew last month, by 3%, with 1.306 plugins being registered, with the plugin share hitting 12% in June, in line with the 2020 result.

And to think a few months ago i was feeling bold when writing that Portugal could reach 10% share this year...

But this great result is much due to plugin hybrids, that are currently on fire, growing 112% last month, to 819 units and 63% of the PEV market, while BEVs have seen better days, in June their sales dropped by 44%, to just 487 units, making this traditionally BEV-friendly market now tilt into PHEV territory, as these last ones now have 51% of the total plugin sales this year

Looking at last month Best Sellers, we have a surprise winner, after a series of brilliant results across Europe, we now see the Volvo XC40 PHEV shoot to #1 in Portugal, with 140 registrations, the best result ever for a plugin Volvo in this market, and allowing the young Swede to surge 10 spots in the table, to #8.

Watch out BMW 330e (current PHEV leader), Volvo's compact SUV is coming after you...

Moving on to the YTD ranking, the Tesla Model 3 was removed from #1 by the Nissan Leaf (not enough Model 3 units to be delivered?), having seen the #3 Renault Zoe getting closer too, so from now on, we should see an interesting three-horse race.

Below the podium, besides the aforementioned Volvo XC40 PHEV jump, the PHEV version of the Mercedes A-Class, a popular model in the overall market, the A250e, jumped three positions to #10, with a personal best score of 84 units, with the three-pointed-star model  ending the month only 1 unit behind the #9 Volvo XC60 PHEV, so expect the Mercedes hatchback to continue climbing in the ranking.

We have a new face in the table, with the Volvo S/V60 PHEV twins reaching #19, thanks to a Year Best performance of 31 deliveries, highlighting the good month that Volvo has had in June.

Interestingly, there is not one Volkswagen in the Top 20, and the only VW Group nameplate present is the Porsche Cayenne PHEV(!), in #18...

Below the Top 20, there are a number of new models shining, with the Opel Grandland X PHEV registering 21 units, the Porsche Taycan scoring 18 deliveries, while the Peugeot 2008 EV had a record month, with 50 units, so we should see the small crossover in the table soon.

In the manufacturers ranking, we have BMW (13%) leading, with Mercedes (12%) following its tail, while Tesla (10%) is #3, followed by Nissan (9%), Volvo and Renault (both with 8%).

Midsize cars 

Pl	Model	2020 Sales
1	BMW 3-Series	870
2	Mercedes C-Class	842
3	Tesla Model 3	657
4	Peugeot 508	351
5	Volvo S/V60	319

Comparing the Model 3 deliveries against its midsize competitors, we can see that the Tesla midziser has lost space, dropping from #1 in March to #3 in June.

We should also notice that the remaining models also have a significant electrification rate, with 51% of the leader BMW 3-Series sales belonging to the PHEV version, closely followed by the 45% electrification rate of the Mercedes C-Class and the 29% rate of the Peugeot 508, although the French midsizer lost 9% share regarding March.

In the last place of the Top 5, the plugless Audi A4 was dropped in favor of the Volvo S/V60 (33% of sales coming from the PHEV versions), making this now a 100% electrified Top 5.

Hear the alarm sound, Audi?

Midsize SUVs 

Pl	Model	2020 Sales
1	Mercedes GLC	526
2	Volvo XC60	397
3	BMW X3	220
4	Mitsubishi Outlander	169
5	DS 7 Crossback	156

Electrification is strong here too, with all models with different electrification levels, and with the exception of the leader Mercedes GLC (13% electrification rate), all the other models have a large share of sales coming from their PHEV versions, with the Mitsubishi having a (surprisingly low) 57% rate, the French DS having 56%, and the Volvo 56%.

Finally, with the BMW X3 jumped to #3, and its 40% electrification rate is still below average, but that is something that should change during the coming months.

Full size cars

Pl	Model	2020 Sales
1	Mercedes E-Class	506
2	BMW 5-Series	368
3	Volvo S/V90	87
4	Audi A6	83
5	Porsche Taycan	55

In the full size car category, there's good and bad news, on one hand, we have the two category leaders with a significant level of electrification (E-Class - 52%; 5-Series - 46%), one 100% BEV model (Porsche Taycan) now showing up on the Top 5, while the #3 Volvo S/V90 twins continue increasing their PHEV share, now at 59%.


On the other hand, Audi only now has started to deliver the PHEV versions of the #4 Audi A6, so its electrification rate (4%) is still small, but should grow in the coming months, making this another heavily-electrified category soon. 

Full size SUVs

Pl	Model	2020 Sales
1	BMW X5	142
2	Porsche Cayenne	129
3	Volvo XC90	91
4	Mercedes GLE	77
5	LR Range Rover Sport	55

This is possibly the most electrified end of the market, with two models being basically PHEV-only models (Cayenne - 93%; Range Rover Sport - 96%), and with two other having also a large electrification rate (BMW X5 - 66%; Volvo XC90 - 77%), leaving the Mercedes GLE as the bad guy here (only 14%).

But there is hope for the big Mercedes, as regarding last March, its electrification rate doubled, so it should become a more PHEV-friendly model throughout the year. 

EV Distribution - Portugal June 2020

Over two years have passed since the last survey regarding the distribution of EV's in my home country, based on used car websites and other sources, i have updated it, remember, this should only be seen as an trend indication of how electric vehicles are distributed across the portuguese territory, these are not exact stats.

For the information to be easier to understand for people not familiar with the local geography, i have divided the country in seven areas: Northwest (Porto, Aveiro, Braga and Viana do Castelo  districts), Northeast (Bragança, Vila Real, Guarda and Viseu), Central Portugal (Coimbra, Castelo Branco, Leiria and Santarém), Lisbon Metropolitan Area (Lisbon and Setubal), South (Portalegre, Evora, Beja and Faro), Azores and Madeira Islands.

 Let's look at the distribution of the sample EV's:

Northwest

Following Lisbon Metro area, this is the second area with most EVs, with a mild(ish) climate all year round, here the Renault Zoe, Nissan Leaf and the BMW i3 are the most popular EVs, with a little (big) help from 2nd hand imports, with other models also common here, like the Kia Soul EV, Hyundai Ioniq EV or both Smart EVs. Interestingly, there are already a couple of Peugeot 208 EV on sale.

Northeast

Known for having the harshest climate in mainland Portugal, with cold winters, where ice and snow can be an issue, while the summer can reach 40ºC temperatures, it could be expected that crossovers would be popular here. That's not the case, the most popular EV is now the BMW i3, by a long shot, far outpacing the next common EV in this area, the Nissan Leaf.

Central Portugal

In the transitional North-South area, the Nissan Leaf, Renault Zoe and BMW i3 continue as popular as ever, with plenty of 2nd hand imports, but there are also plenty of Teslas, mostly Model S, but also a few Model 3's, and a couple of Jaguar i-Pace.

Lisbon Metropolitan Area

Lisbon is not only the nation's capital, but also the only place where you find EV's everywhere, with 35% of the total plug-in fleet. With a very diversified fleet, besides the  more common Nissan Leaf, Renault Zoe, or BMW i3, there are also a lot of Smarts and Teslas (mostly Model S and X), with the Kia Soul EV and Hyundai Ioniq EV being also popular models.

South

In this sun-burned area, most of EV's are concentrated in the tourist-friendly Algarve, if the BMW i3 and Nissan Leaf remain staple choices, the Renault Zoe is replaced in popularity by the Smart Fortwo EV, with other "exotic" choices appearing like the tiny Peugeot iOn, Tesla Model S or the Citroen e-Mehari convertible. This last one is fitting for the Algarve...

Azores Islands

Plug-ins are still in their infancy here, including the public infrastructure, which is a shame, as the mild climate and short distances are good conditions for plugins. Anyway, the most common EVs here are the BMW i3 and Nissan Leaf.

Madeira Islands

The Madeira EV scene is much more developed than in the Azores, with public infrastructure, including fast-charging and serious investment from local importers, especially Renault. And this investment is paying off, with the most common EV being the Renault Zoe, while the Kangoo EV and the Twizy are also common. The Nissan Leaf and BMW i3 are also popular here, and even a couple of Tesla Model S exist there (considering the narrow and winding roads of the Madeira island, it should be an interesting challenge to drive and park such a barge...).