Thursday, July 11, 2019

Netherlands June 2019

Resultado de imagem para Tesla model 3 netherlands
"Mmmm...Nice car!" - thought the man on the right

Tesla Model 3 #1 in the overall market, again.

The Dutch PEV market had another great month in June, with 4,543 plugin registrations, up 196% YoY, which translated in a PEV Share of 11%, placing the year to date count at 20,047 units, with the 2019 PEV share now at 8.9%, well above the 6% of 2019.

If we only consider BEVs, the EV share last month was 10%, with the 2019 share being 7.6%. 

Interestingly, both powertrain technologies are helping out to pull the market up, with BEVs growing faster (+203%) than PHEVs (148%)...Funny enough, plugin hybrids are growing organically, as they lack meaningful incentives. Of course, the fact that the Mitsubishi Outlander represents over 50% of all PHEV sales, might have something to do with this apparently inexplicable growth. The Japanese SUV sucess in Europe is something of a Case Study...

Anyway, all this growth is even more impressive, when we look that the overall market is markedly down in 2019 (-11% YoY).

In June, the Tesla Model 3 (2,487 units) managed to beat its own March record, and wasn't far from beating the all-time BEV record from a single model (2,621 units last December), currently in the hands of the Jaguar i-Pace. Maybe in the next Tesla high tide (September)? 

More importantly, the Tesla midsizer managed once again to be #1 in the overall market last month, repeating last March feat, with the Netherlands being the 2nd country in Europe where the Model 3 was the best selling model in June, all models counted

(For those curious, Norway was the other country, where Tesla delivered 3,012 units last month, becoming the country best Seller in June)

A bit surprisingly, the Mitsubishi Outlander PHEV was 4th, with 248 units, a brilliant performance for a model that is by far the best selling PHEV, and the only plugin hybrid able to run with the best BEVs. I guess name recognition plays a strong point here... 

Tesla Model 3
Hyundai Kona EV
Kia Niro EV
Mit. Outlander PHEV
VW e-Golf

Looking at the 2019 ranking, there wasn't much to talk about in the top positions, in fact, we have to go down to #10, to see position changes, with the Audi e-Tron switching places with the Volvo XC60 PHEV, and becoming the 9th BEV in the Top 10. I guess the trend is clear...

But the good news for all-electric models didn't ended there, as the Smart Forfour EV was up to #16, thanks to 29 units, the nameplate best result this year, while the Jaguar i-Pace climbed one position, to #18, and the Tesla Model S is now #21, with 99 deliveries, thanks to 54 registrations in June, the nameplate best result this year.

Highlighting Tesla's high tide, the Model X also had a Year Best result, with 45 units last month, so the Californian Sports-SUV could return in a few months to the Top 20. Its Model S sibling is already knowcking at the door... 

A final mention for two new EV models landing, with the new Kia Soul EV registering 37 units, while the first 14 Mercedes EQC started zooming around Dutch roads. 

In the manufacturers ranking, Tesla (32%, up 8%) is the clear leader, followed by Hyundai (15%, down 1%), while the race for the last podium place is red hot, with Kia (9%, down 1%), running ahead of Volkswagen and Nissan (both with 8%, down 1%) in one month.

Tesla Model 3 & the ICE competition

Tesla Model 3
BMW 3-Series
Volvo S/V60
Mercedes C-Class
Audi A4

Comparing the Model 3 deliveries against its midsize premium competitors, we can see that the Tesla is kicking a** doubling sales of the new #2 BMW 3-Series.

Will the revised BMW 330e, said to start selling soon, help the Bimmer to shorten the distances regarding the Model 3?

Maybe, but...I have my doubts. 

Regarding the Tesla Model S & X, their behavior is far less impressive, as both are below their category Top 5, although the Model S is recovering ground, now in #6, only 32 units behind the #5 Porsche Panamera.

Of course, Tesla could help and make further improvements in both models…


  1. AnonymousJuly 11, 2019

    Good consistent sales for the Kia-Hyundai duo and a striking contrast with the sales performance of both Tesla Model S and X regarding last year. Although not totally unexpected, the breaking is above 90% on both models, a move that could permanently endanger Tesla, as there are good reasons to believe customers will embrace other models and brands for next purchases (best sellers Tesla Model S-2018/2017, VW Passat GTE-2016, Mitsubishi Outlander PHEV-2015). A fall from Hero to Zero, and a regrettable one, as currently a BMW 530e attracts more customers than a Tesla Model S. Coincidence or not, after the Jaguar I-Pace arrival, among others like the Hyundai Kona and Tesla Model 3, they have been unable to attract customers for their models, after all, every car model competes with each other for a customer.

    From the posted data, Q22019 standings are:

    1st Tesla with 6063 units
    2nd Kia-Hyundai with 4737 units
    3rd Renault-Nissan-Mitsubishi Alliance with 3570 units
    4th Volkswagen Group with 2131 units
    5th BMW Group with 1313 units

    1. Good analisys, thanks!

    2. Sure, let's ignore the fact that both Model S/X *and* I-Pace had record deliveries towards the end of last year, and a total wipe-out afterwards -- just as expected, with the incentive changes for expensive models pulling demand forward.

      This has nothing to do with customers choosing other models, and everything to do with timing of purchases. As the year progresses, and new customers are coming in, sales of these expensive BEVs are slowly but surely recovering -- again, just as expected.

      Of course cheap models are unaffected by this: including all Hyundai/Kia.

      (Though reportedly there will be another change at the end of this year, presumably with a similar effect, but this time affecting all models...)

    3. There were a lot of peaks throughout the Dutch PEV market history, related with fiscal changes, so for now the Model S/X drops are justified, but i would expect both models to reach regular 100-plus deliveries per month soon, if that doesn't happen, then the demand drop is real.

      Let's wait and see.

      (Disclosure: I am rooting for the Model S/X success, of course, any EV nameplate success is another step in the EV revolution)

  2. Jose, has the new extended range Leaf arrived? If yes, shouldn't you start writing it with bold fonts?

    1. Just demonstration units, i guess volume numbers will only start in July, so next month i will put it in Bold.