Thursday, November 7, 2019

Netherlands October 2019

Resultado de imagem para Hyundai Kona EV netherlands

Hyundai Kona EV wins in slow month

After a memorable month of September, the PEV markets in the Netherlands slowed down significantly, growing just 37% in September, with 2,776 registrations, translating into a PEV Share of 8.1% in October, keeping the 2019 PEV share at a record 10%.

This underwhelming result was unexpected, as September and the fiscal changes on January 1st foreshadowed a strong Q4, but October hasn't brought another deliveries flood.

Looking at the possible reasons, first Tesla delivered everything it could in September, depleting the stock, which should only be replenished again on the second half of November, while most Legacy OEMs are holding on BEV deliveries to 2020, where the 95g CO2/km fleet target starts.

Proof of this is the fact that while BEVs grew 33% last month, way below its 127% annual rate, PHEVs jumped 68%.

As such, this time the Tesla Model 3 had to settle with the 2nd place, with 298 units, with the October Best Seller trophy going to the Hyundai Kona EV, with 469 units. 

Looking at the remaining players, the Nissan Leaf was 3rd, with 286 units, while in 5th, tied with the BMW i3, we have the Audi e-Tron, that hit a record 191 units, so it seems Audi is one of the few Legacy OEMs that will be available to respond to the expected year end rush.

Hyundai Kona EV
Tesla Model 3
Nissan Leaf
Kia Niro EV
BMW i3
Audi e-Tron

Looking at the 2019 ranking, everything looks stable in the top half, with the #5 Nissan Leaf looking to catch the #4 VW e-Golf, while the #10 Audi e-Tron is looking to climb a couple more positions until year end.

The only changes happened in the lower half of the Top 20, with the BMW 530e jumping three positions, to #15, thanks to a record 55 units, while the Jaguar i-Pace also shined, thanks to 54 units, its best result this year, that allowed it to jump to #16, so it seems Jaguar is also ready to bank on the sales rush in the last two months of the year.

Outside the Top 20, a mention for the new BMW 330e, that registered 89 units, the nameplate best result in almost 3 years, so we should see the German midsizer soon in the ranking.

In the manufacturers ranking, Tesla (40%, down 2%) is the clear leader, followed by Hyundai (14%, up 1%), while the other Korean, Kia (9%, up 1%), is in the last place of the podium, ahead of Volkswagen, BMW (7%), and Nissan (6%).


  1. No need to wait until the second half of November: Tesla already delivered 573 Model 3's on the first three working days of November. The first ship of the quarter carrying Teslas arrived to Europe on October 26.

  2. Highly unlikely any OEM is holding on BEV deliveries for 2020 due to EU regulations. Well established OEMs pilot-produce sample vehicles for demostrations, test fleets and internal study (service/repair) and only then, start shipping orders. Any missing new models will start deliveries now in November and December, chiefly among them the EQC, the Taycan and the e208.

    1. Well, there is evident that specially Kia is delaying deliveries in Europe and kind of stockpiling E-Niros for deliveries in Q1 2020. This is most certain. There is deliveries only in NL, SE, F and Norway so far. Any other delivery is postponed. As for in Germany even without any dates given.

    2. This is about new delivery of models that have already been on the market for some time being delayed into next year -- not about entirely new models... Though it probably applies to both really.

      And indeed, while it's mostly rumours/speculation, in the case of Kia there is actually written evidence that they told dealers to delay orders because of the emission rule changes.

    3. OEMs are absolutely delaying/slow walking sales of their EVs until 2020.

  3. "Tesla delivered everything it could in September, depleting the stock, which should only be replenished again on the second half of November"

    Looks like they've already been partially replenished, they're at 776 Model 3 sales as of the 6th.

  4. Maarten VinkhuyzenNovember 08, 2019

    Tesla did not deliver the production of the last days of September in the USA, but started shipping it to Europe and China.
    In October 8 ships left SF, against 4 in July and April.

    There is likely a shift in production and logistics of the quarterly cycle. More shipping early in the quarter that gives the European and Asian Tesla delivery centers more time for an orderly process.

    That means that not hitting 100,000 delivered in Q3 was a deliberate decision. I think that it was a sign of confidence.

    Poor shorts.

    1. Strictly speaking, only seven left in October: the first one already departed before the end of September... Of course it makes sense to count it for Q4 nevertheless -- but there was also one that left late in June that actually should be counted for Q3, i.e. it was in fact five Q3 ships by end of July.

      Still quite a difference, of course...

      (As for "intentional", that somewhat arguable as well: no matter how hard they try, there is simply no way to deliver most of the cars produced in the last days before the end of the quarter... Though admittedly, in some previous quarters they tried hard nevertheless, while this time it seems they were more relaxed about it.)