tag:blogger.com,1999:blog-1399793419425111085.post2955944395645710647..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Europe August 2019José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-1399793419425111085.post-8809263714075425952019-10-01T08:24:15.393+00:002019-10-01T08:24:15.393+00:00September is coming.September is coming.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-2459307312416615382019-09-29T22:27:10.315+00:002019-09-29T22:27:10.315+00:00There is no conspiracy. Hyundai/Kia have openly st...There is no conspiracy. Hyundai/Kia have openly stated that their EVs aren't profitable yet; and won't be for a couple more years. (Presumably until they introduce their new dedicated BEV platform? Same with GM etc.)<br /><br />Of course it's easy to say, "we can't sell more because we can't get more batteries" -- but *why* don't they have enough batteries? Simple: they didn't order enough in time: so the suppliers haven't built out more capacity. It's really all Hyundai/Kia's fault.<br /><br />The limited allocations to specific markets are just an obvious consequence of these circumstances.<br /><br />(And for what it's worth, the e-Golf was in the exact same position for a long time... If that's no longer the case, it's simply because they announced a *much* better replacement coming soonish.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-18492017330504385022019-09-28T20:24:26.713+00:002019-09-28T20:24:26.713+00:00Nothing against a beautiful conspiracy theory, but...Nothing against a beautiful conspiracy theory, but probably Hyundai has simply taken care of the battery delivery too late or too little. On the other hand, the e-Golf is doing well for VW, which apparently get the batteries in large quantities without any problems.Bit Pertinaxhttps://www.blogger.com/profile/03089169490469307342noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-92207853382997911252019-09-28T20:02:04.950+00:002019-09-28T20:02:04.950+00:00Well, Nissan will introduce additional BEV models ...Well, Nissan will introduce additional BEV models *eventually* -- though by that time, their early lead will be entirely gone. From what I gather, their new dedicated BEV platform isn't planned before 2021 or even 2022 -- by that time, most other major makers will have introduced competitive models based on such platforms.<br /><br />The Renault-Nissan alliance being in shambles certainly doesn't help, considering that the new platform is supposed to be a joint development...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-34644570095906520922019-09-27T22:12:03.471+00:002019-09-27T22:12:03.471+00:00It's ridiculous that the rather outdated Ioniq...It's ridiculous that the rather outdated Ioniq is now catching up with the brand-new much superior Niro... This illustrates how limited supply (determined by quotas rather than customer interest) skews the sales figures.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45372140187448005642019-09-27T21:58:35.312+00:002019-09-27T21:58:35.312+00:00So the fact that deliveries were particularly stro...So the fact that deliveries were particularly strong in some markets makes the overall win unimpressive... Impeccable logic, as always.<br /><br />(Well, except the same is true for all the other top models...)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-81472149692033703642019-09-27T21:51:33.053+00:002019-09-27T21:51:33.053+00:00Highlights
At 5.286 Tesla Model-3 sold 2.361 units...Highlights<br />At 5.286 Tesla Model-3 sold 2.361 units more than #2 Renault Zoe.<br />Top-3 in Aug belongs to BEVs<br />12 in Top-20 in Aug belongs to BEVs<br />Nice to see BEVs +69% while PHEVs had -29% growth.<br />Europes 35.278 sales is very encouraging in the month when US & China sales suffered.<br />Conclusion: Higher battery range leads to more sales of pure BEVs.<br />While battery prices at just $176 / KWh at the end of 2018-12 means more high range BEVs are possible, but the automakers are not willing to sell.<br />Even in its 7th year if BMW i3 sells so well, you can get it.<br /><br />Nissan suffered because of management chaos and their hesitation to sell BEVs.<br />All that talk of launching a BEV SUV is just fake.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5321319852707273832019-09-27T18:55:36.219+00:002019-09-27T18:55:36.219+00:00Josè, you write again 'in July (+15%)' alt...Josè, you write again 'in July (+15%)' although it is about Augustjugerhttps://www.blogger.com/profile/15383685863662874175noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-80947859277546579982019-09-27T18:25:52.848+00:002019-09-27T18:25:52.848+00:00Any numbers for Canada in July/August?
I really a...Any numbers for Canada in July/August?<br /><br />I really appreciate the work you're putting into this. Nice job.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-29027056807031785532019-09-27T17:18:38.673+00:002019-09-27T17:18:38.673+00:00With September and December high sales of Tesla (l...With September and December high sales of Tesla (last months of a quater) and with traditionally strongest last quarter of the year, I still expect that my forecast of 3,5% PEV sales for 2019 and 5% at least (considering all new models, especially VW ID3) for 2020 will come true. That would mean that mean that 50% PEV sales in Europe in 2025 is becoming quite realistic.Holidays in Bulgariahttps://www.blogger.com/profile/05538215754052520663noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-59511454082076505722019-09-27T14:49:48.778+00:002019-09-27T14:49:48.778+00:00...but the opening paragraph still mentions July a......but the opening paragraph still mentions July and 35000 sales, instead of August and 40000? :)<br /><br />As to Nissan, I'm not sure they are trying that hard. There seems to be a strong correlation between Leaf's lost mojo, and Carlos Ghosn's removal. Strong chance that the substitute leadership may not be as keen on EVs as he was. Just look at the other Japanese automakers :(Assafhttps://www.blogger.com/profile/11188017443952727403noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-1480634784727299822019-09-27T14:44:45.507+00:002019-09-27T14:44:45.507+00:00Now the table has the right formulas.Now the table has the right formulas.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-40504077042571678022019-09-27T14:36:01.792+00:002019-09-27T14:36:01.792+00:00You are right, the formula of "Others" w...You are right, the formula of "Others" wasn't counting the Model 3 row.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-64641323176858007102019-09-27T09:14:07.452+00:002019-09-27T09:14:07.452+00:00Big fan of the blog, regular visitor and reader! I...Big fan of the blog, regular visitor and reader! In your summation, it looks as if you have missed off the Tesla Model 3 sales. When i sum all of the numbers in the August column, i get 40,564. The difference between your total of 35,278 and 40,564 is the 5,286 from Tesla. JRhttps://www.blogger.com/profile/01167643709353505303noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-4626349061530786832019-09-27T08:14:10.608+00:002019-09-27T08:14:10.608+00:00Tesla Model 3 sales in August Europe-wise are noth...Tesla Model 3 sales in August Europe-wise are nothing impressive since they were heavily skewed to UK, Netherlands and Norway (top3 markets).<br />Lord knows what numbers got France, Belgium, Luxembourg, Austria, Italy and a few others since UK certainly got nearer 2500 registrations, it's currently the only "hot market" due to the amount of backorders.<br /><br />written by Looney TunesAnonymousnoreply@blogger.com