Wednesday, October 14, 2020

France September 2020

11% share!

If the overall automotive market had a so so month (-3% in September), plugin sales continue steaming hot (+322%!), with PHEVs (up 486%, to 7,867 units) faring better than BEVs, up only 138%, to 10,011 registrations. 

Looking at last month French market fuels split, disruption is happening before our eyes, with petrol dropping 11% in share regarding the same period last year, to 45%, while diesel is also down, albeit a moderate 3%, to 35% share, to the profit of all electrified categories, starting with HEVs, up 6%, from the 5% of last year, to the current 11%, passing by PHEVs that now have 4.7% of the market (up from 3.5% a year ago), and ending with the 6% of BEVs (6% in September 2019), allowing the 2020 PEV share to be at a record 9.5% (10.6% last month), which is a whole different level from the 2.8% of 2019. 

Expect the numbers to improve slightly in the remainder of the year, with the 2020 tally probably reaching 10% until year end, which would not only be a great achievement, but also the prelude for the #Disruption '21 - French Edition

Looking at last month Best Sellers, the top 2 were the usual local heroes, but below them, we have the Tesla Model 3 Best Selling Foreigner, thanks to the expected end of quarter high tide. 

But the real surprises show up just below the podium, with the Renault Captur PHEV jumping to 4th, thanks to a record 899 units, while the much anticipated Volkswagen ID.3 landed straight into #5, thanks to 616 units, with these two set to become regular presences in the Top 5.

Renault Zoe
Peugeot 208 EV
Tesla Model 3
Renault Captur PHEV
VW ID.3 

Looking at the 2020 ranking, while the top 2 remain unattainable, the last position of the podium can changed hands, with the Tesla Model 3 climbing to 3rd, while below them, the Hyundai Kona EV surpassed the DS 7 PHEV, with the Korean crossover now reaching the 5th position

The #7 Kia Niro EV also has a shot at surpassing the DS plugin hybrid, with the Kia model now just 48 units below the French SUV.

On the second half of the table, we have a few more position changes, with the Mercedes GLC300e climbing to #11, while the rising star Volvo XC40 PHEV jumped two positions, now at #12.

Another model on the rise is the Peugeot 2008 EV, now #14, while the VW Golf GTE, still with the Golf VII body, jumped to #18, thanks to a record 394 registrations, with the German model benefiting from stock clearance prices, to end its career on a high note. 

The Renault Captur PHEV joined the Top 20, in #15, thanks to a record 899 deliveries, and is now only 78 units behind its Peugeot 2008 EV arch-rival, so expect the Renault crossover to follow the Zoe example and jump ahead of its Peugeot competitor soon.  

Outside the Top 20, there are plenty of models ramping up deliveries, like the Audi Q5 PHEV, that registered 440 units, or the Mercedes A250e (382), while on the BEV side, we should highlight the Opel Corsa EV (400 units), that should climb to the Top 20 soon.

In the brands ranking, the leader is, as always, Renault (25%), with the runner-up Peugeot (19%, down 2%) losing some ground to the #1, while Tesla (6%, up 1%) has surpassed the local maker DS (5%), becoming the new Bronze medalist.


  1. 17.878 will give a big boost to europe and global sales.
    Nice to see Tesla hitting 1K+ sales again.
    VW ID.3 sold a good 616 units in partial month, so in october, it should give a good competition to Renault Zoe and Peugeot 208 EV. Hope Renault and Peugeot take it seriously, reduce prices and boost the sales.

    Electric, plugin, hybrid grabbing share from petrol/diesel is nice. Looks like diesel will stand and fight, thats why it has 35% share. Diesel fuel has 15% more energy content than petrol for a given volume, so it should also cost 15% more. Instead if the european countries subsidize diesel and keep it cheap, its very harmful for the people. A person with a weaker lungs is more prone to a virus like corona.
    If automakers offer more hybrids, people will buy it if they dont have garage to charge a plugin.

    1. Aside from combustion cars, the ID.3 competes chiefly with the Leaf, not with the smaller Zoe or 208. I doubt Renault or Peugeot will see a need to lower prices...

    2. VW Id.3 is smaller than Nissan Leaf in dimensions. May be price wise, ID.3 is better for its range. Current generation Leaf is only in its 3rd year, I dont know why it does not sell well even in Japan.

      Leaf 4481 mm x 1791 mm x 1560 mm

      ID.3 4262 mm x 1808 mm x 1552 mm

    3. ID.3, using a true BEV-only platform developed from the ground up, actually offers more interior space than the current Leaf, despite being markedly shorter.

      They are definitely as direct competitors as it gets in terms of form factor, size, premium level, specs, and price.

  2. Though BEV takes the top-3, there are many PHEVs in top-20 which is traditionally a BEV friendly market. France gets 80% of their electricity from nuclear with real time electricity pricing being common, so they should have lot more PEVs mainly BEVs for night time charging which also makes use of nuclear power, instead they are letting diesels command 35% share with petrol taking 45%.

    Areva (their electricity) supplier should have installed charging stations in all their office, train stations, airports, malls ... to sell their electricity. Can someone say something about this.

    Funny thing the citroen c-zero sold 1 unit and still in top-20. psa group asked mitsu to tweak the design of their imiev as c-zero, i-on and sell it as compliance cars.

    Dont the europeans have a electric car company like Tesla, Lucid in USA; Nio, Xpeng in China. Europe does need 1.

    1. Startups (Lightning, Sono) are still in development mode and no one knows if they will get to series production, Rimac is pretty much a boutique brand, while on the legacy side, we have Smart as a 100% BEV brand, while DS is on the fast track to become a 100% PEV brand.

      Interestingly, DS is a recent brand, without large production legacies...

      Also, in the mid-term, Volvo and Porsche are set to transition to BEVs faster than their peers. Once again, being a smaller maker helps you to become more agile in adapting to new situations.

    2. There is Izera in Poland... But it's still years away from production -- and doesn't strike me as very interesting, to be honest. (Third-party platform with FWD; smallish batteries...)

  3. Great news. Tesla reduced the price of Model S by $3.000 making it $72.000 now in USA. For those prospective customers who are expecting a complete redesign every 4-6 years, Tesla wants to emphasize that they do regular refresh whenever they can.
    Complete redesign may cost $100 million since many parts will be redesigned, suppliers should be notified, dealers should be trained, vehicle should be designed, developed, certified advertised. Instead regular refresh reduces the cost drastically which Tesla is able to pass it back to customers.

    After all, in year 2012, Model S had 85 KWh battery for 265 miles/424 km range with $77.500 (cost $70.000 after $7.500 fed rebate).
    In year 2020, Model S has 100 KWh battery for 402 miles/643 km range with $72.000.
    Also its MPGe rating has increased from 89 MPGe (38 km/l) to 117 MPGe (50 km/l) which is 31% increase.
    + AWD is standard now with a faster pickup. Many long distance trips could be covered easily with many more supercharging stations.
    For someone who wants luxury, fast, fullsize fastback design at affordable price. Model S is the 1.

    1. Mate, you are spreading *alternative facts*...
      The Model S, presented and introduced on June 22, 2012 was the S 85 with a starting price of $95,400.
      Only for 2013 did they introduced the least costly Model S 40 and Model S 60.

    2. The base trim of Model S 85 KWh cost $77.500 (before fed rebate) and the top end could have cost $95.400. Yes you are correct, they would have launched the high end 1st followed by the base trim later. Then came the 40 KWh & 60 KWh.

  4. @José the "last year" numbers in the text are wrong: PHEVs certainly didn't have 3.5%, nor BEVs 6%...

  5. I wonder, does the re-introduced Golf GTE actually have any improved specs compared to when it was discontinued in 2018? Or did they just take this long to start selling the same model again?...

    1. 2021 GTE has 180kW combined power(up from previous 150kW) and 13kWh battery (up from 8kWh).

    2. But that will be the new model based on Golf 8, not the Golf 7-based one the started selling again late last year, right?...

  6. #synopsis
    Of the 168291 vehicles registered in September (market down 2.97%), 17878 (10.7%) were PEV. The leading powertrain was gasoline vehicles (49.1%) with 82631 units, followed by diesel (31%) with 52170 units.

    10986 vehicles from the total registered 17878 PEVs, capture the PEV Top20 positions, were the leading carmakers are the Renault-Nissan-Mitsubishi Alliance (29.4%) with 3235 units, followed by Gruppe PSA (26%) with 2862 units and Kia-Hyundai (10.4%) with 1142 units.

    1. That leaves another 9.2% for HEV (full hybrids). This is the segment that can match diesel in price and excel in fuel efficiency and cutting down emissions drastically. During stops or during downward driving and sometimes in cruise mode also, the engine shuts off removing any vibrations which is good for the driver. Typically the hybrids have petrol engine and if there is diesel hybrid, well and good, its even better, but it becomes more expensive.

      Right now, there are Benz C Series and E Series diesel plugin hybrids, not sure whether there are diesel hybrids. But I read in a diesel forum that diesel hybrid buses and other heavy vehicles are doing a great job in reducing emissions.

      If all diesel engine companies want to promote diesel thru hybrids and plugins, I think they will continue to challenge the petrol hybrids and plugins. Then there will be competition between
      petrol plugin
      petrol hybrid
      diesel plugin
      diesel hybrid
      a 7 way competition.

    2. You forgot CNG and other "alternative fuels"...

      But we all know that there won't really be competition for BEVs a few years from now :-)

  7. Triple great news. 2 days ago Tesla lowered the price of Model S by $3.000 to $72.000. Yesterday Lucid priced their Air sedan at $70.000 (after $7.500 fed rebate), immediately Tesla reduced the price of Model S by another $2.580 and now it costs just $69.420. Surprisingly low for a car with 640 km range.

    Lucid Air also has great specs and 640 km range, but they are yet to launch the car. Its good that Tesla reduced the price to boost the sales, but they dont need to compete with a small company.

    Anyway looking for a good Q3 results in a few months. Next thing to check from Tesla side is their earnings call on 21st. Hoping for the company to make decent profit.