tag:blogger.com,1999:blog-1399793419425111085.post3383157791453924517..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Europe February 2021José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger20125tag:blogger.com,1999:blog-1399793419425111085.post-48304154560198661242021-03-31T19:04:50.337+00:002021-03-31T19:04:50.337+00:00Bold black is for 100kms(-ish) electric range.
Ba...Bold black is for 100kms(-ish) electric range.<br /><br />Basically we have 3 volume sellers with this kind of range: BMW X5 PHEV, Mercedes GLE350e/de and Li Xiang One. <br /><br />Had many doubts in placing the BMW X5 PHEV in this category, but ended up including it. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-89618796274172107572021-03-31T19:01:10.190+00:002021-03-31T19:01:10.190+00:00I don't think so, most likely it's a produ...I don't think so, most likely it's a production constraint, don't forget that the XC40 EV is the first volume BEV coming from Volvo, and we all know there is a learning curve for that.<br /><br />Proof of that is the fact that this model currently is only available in significant volumes in a few select markets in Europe.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-67363004461689216192021-03-31T09:10:21.077+00:002021-03-31T09:10:21.077+00:00Blue is BEV; bold when WLTP range is >=300 km; ...Blue is BEV; bold when WLTP range is >=300 km; half bold if only some variants are above 300 km. Black is PHEV; bold if range is >= 50 km WLTP IIRC?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5957937878835941942021-03-29T22:17:55.251+00:002021-03-29T22:17:55.251+00:00Is there a decoder ring somewhere so I can underst...Is there a decoder ring somewhere so I can understand the color scheme of the charts? I think Bold Blue is BEV, regular black is PHEV, regular blue is ???, Bold Black is ????, mixed bold and regular is ????Anonymoushttps://www.blogger.com/profile/16114885295784164829noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-91248666693325746712021-03-29T10:00:47.564+00:002021-03-29T10:00:47.564+00:00I could not agree more: it is high time for top 30...I could not agree more: it is high time for top 30's or 40's rather than top 20's!!Anonymoushttps://www.blogger.com/profile/17415552337597690712noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-14431623815996461022021-03-28T18:37:35.150+00:002021-03-28T18:37:35.150+00:00This top 20 presentation when there are now so man...This top 20 presentation when there are now so many EV & PHEV models is not making much sense any more. IMO either make it a top 30 or systematically add a top 10 by manufacturer.Anonymoushttps://www.blogger.com/profile/11736055965025542449noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-9245384049296203632021-03-27T02:30:14.419+00:002021-03-27T02:30:14.419+00:00In a smaller car, it's *harder* to achieve goo...In a smaller car, it's *harder* to achieve good range, not easier. And most of the models from legacy makers are combustion car conversions, which gives them less room to begin with. Will be a while until most legacy makers can offer decent range with LFP batteries...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-1298597268836088532021-03-27T02:25:21.025+00:002021-03-27T02:25:21.025+00:00That's extremely low, for what should be quite...That's extremely low, for what should be quite a mainstream model... Surely it's not a lack of demand?antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5597334967173324382021-03-26T18:11:52.344+00:002021-03-26T18:11:52.344+00:00chinese ministry has approved 202 new energy vehic...chinese ministry has approved 202 new energy vehicle models. Out of which <br />54% use NCx battery (x stand for either Manganese or Aluminium)<br />44% use LFP (Lithium Ferrous[iron] Phosphate)<br />2% fuel cell vehicles<br />2% plugin hybrids<br /><br />these BEVs will grab a big chunk from ICE, unless european automakers ramp up, they will lose the chinese market and later the european market as well.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-13992753515907129032021-03-26T18:06:54.767+00:002021-03-26T18:06:54.767+00:00European automakers should give consideration to L...European automakers should give consideration to LFP for lower ranger versions upto 400 km. If a big car like Model 3 can run on that battery, then many smaller crossovers can do the same. LFPs are cheap, safe & durable and its energy density is also gradually increasing towards 200 wh/kg range. <br /><br />More important is that the automaker should be interested in selling PEV on their own instead of government regulations. <br /><br />People who rarely travel long distance can buy BEVs with lower range and for occasional long distance driving can rent a car.famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-47809160569530099222021-03-26T18:00:31.361+00:002021-03-26T18:00:31.361+00:00Impressive 14% share and 115K is decent # in 28 da...Impressive 14% share and 115K is decent # in 28 day month which saw overall sales -20%.<br />Even in PHEV heavy market, BEVs took top-3 spots. Hope ID.4 will join the fray to give bigger boost to this segment.<br />Tesla has put good work to sell 5K +. Certainly March high tide of Tesla will raise the bar for BEV. <br />Finally competition is heating up.<br /><br />Will global sales hit 300K, if not its ok for a short month with -1 week in china.<br /><br />Hope vaccination halts the virus. Dont smoke tobacco and do steaming and this will help. This could give a big boost to overall sales.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-88292100084988631582021-03-26T16:36:56.596+00:002021-03-26T16:36:56.596+00:00Around 900 units for the XC40 BEV last month. Around 900 units for the XC40 BEV last month. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-10942721781279423002021-03-26T16:36:17.421+00:002021-03-26T16:36:17.421+00:00@IWasHidingDear - Spot on. Just a small detail, th...@IWasHidingDear - Spot on. Just a small detail, the threshold between both levels is 300 kms WLTP.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-69951178138300982662021-03-26T16:23:41.103+00:002021-03-26T16:23:41.103+00:00It looks like Renault has supply or production pro...It looks like Renault has supply or production problems. Both can be caused by Corona.<br /> <br />I don't expect this first quarter to be in any way representative of the current state of the car-market, BEV nor FFV.<br />There are too many distortions.Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-10917443394759601362021-03-26T16:20:02.405+00:002021-03-26T16:20:02.405+00:00End of quarter the last shipment for Europe is sen...End of quarter the last shipment for Europe is send to the East coast to be shipped from Philadelphia or New York.<br /> <br />The journey through the Panama canal takes two weeks longer.Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-41232803895139513442021-03-26T12:10:19.719+00:002021-03-26T12:10:19.719+00:00One of the boats was from New York (superchargers ...One of the boats was from New York (superchargers etc..) so probably expect around 20k maybe?Anonymoushttps://www.blogger.com/profile/14392392292347150602noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-72870954337579743202021-03-26T12:08:00.058+00:002021-03-26T12:08:00.058+00:00Two battery sizes, once of which has range that fa...Two battery sizes, once of which has range that falls below what José designates "long range" (300km IIRC?) while the over is over that. Same as Nissan LEAF, which seem to be doing miserably in Europe this year, being well below top 20.IWasHidingDearhttps://www.blogger.com/profile/15046746606351815723noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-63984142406414231382021-03-26T09:10:41.178+00:002021-03-26T09:10:41.178+00:00And how the Volvo XC40 BEV is doing?
Also EQS is ...And how the Volvo XC40 BEV is doing?<br /><br />Also EQS is not a wagon (nor particularly sporty either), while it's a pretty long car that extra length is to give more space to backseat passengers (where significantly portion buyers will spend most of their time in, since it's the kinda of car you hire a chauffeur for), not extra cargo capacity.IWasHidingDearhttps://www.blogger.com/profile/15046746606351815723noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-23053857905054772872021-03-26T07:15:15.272+00:002021-03-26T07:15:15.272+00:00@José why is the Fiat 500 only half bold?...@José why is the Fiat 500 only half bold?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-63072428037346702712021-03-26T07:14:18.008+00:002021-03-26T07:14:18.008+00:00With ten boats to Europe this quarter, we should s...With ten boats to Europe this quarter, we should see a lot more than 15,000 Model 3 deliveries in March. Logistics willing, well above 25,000.antriknoreply@blogger.com