tag:blogger.com,1999:blog-1399793419425111085.post4213536696245248822..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Europe October 2020José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-1399793419425111085.post-27813612421354418362021-01-03T15:25:38.738+00:002021-01-03T15:25:38.738+00:00Jose
Great article as usual. Can I just check two...Jose<br /><br />Great article as usual. Can I just check two things on the stats. Are #9 and #10 in the right order for October sales? And was the Tesla Model 3 really outside of the Top 20, that's a fair dip after so many months in or around the Top 3 for sales in Europe?<br /><br />One general question. Which websites are best for news on EV batteries? Am planning on buying an EV in early 2021, and it seems several companies are having recalls and/or issues with supply.<br /><br />CheersMartinhttps://www.blogger.com/profile/11628021740919311432noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-70904789629012360282020-12-01T21:04:34.133+00:002020-12-01T21:04:34.133+00:00No doubts, all ICE ecosystem is/will be suffering ...No doubts, all ICE ecosystem is/will be suffering pressure, although in Europe, some alarming examples have been seeing the light too:<br /> -StreetScooter Aachen/Düren plants rundown/shut;<br /> -Nissan E-NV200/Evalia Barcelona plant is going to be shut down;<br /> -Renault Zoe Flins plant is going to be shut down/repurposed;<br /> <br />What is next? Nissan Leaf Swindown plant shut down in 2022 ? Probability: more than 50%Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-60202104213228674962020-12-01T18:11:49.844+00:002020-12-01T18:11:49.844+00:00You are wrong about "very little subsides&quo...You are wrong about "very little subsides". Many models still get more than $3000 in direct subsidy; plus a waiver on the 10% sales tax, which is also worth several thousands (depending on the vehicle price); and AIUI there are also some local subsidies again in some places... Plus avoiding licence plate auctions in some cities, which is effectively a *humongous* subsidy: well in the five digits IIRC... All in all, these are still some of the biggest subsidies in the world.<br /><br />The government confirmed a while back that they aren't planning any major cuts in 2021 either; and probably will continue some subsidies even beyond, in contrast to earlier plans to drop all subsidies after the end 2021...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-32560720534492252812020-11-30T14:53:36.633+00:002020-11-30T14:53:36.633+00:00@antrik
Govt cannot keep giving subsidies forever....@antrik<br />Govt cannot keep giving subsidies forever. In China, sales crashed after subsidies, but it recovered slowly and last month 147.000 + were sold with very little subsidies.<br />Now automakers know how to sell amidst subsidy cut and probably by 2021, all subsidies will be phased out amidst lowered battery prices and affordable mini vehicles.famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-61940104472094236452020-11-30T14:51:17.278+00:002020-11-30T14:51:17.278+00:00Hard times are coming for ICE. What will VW, MB, B...Hard times are coming for ICE. What will VW, MB, BMW groups do with their ICE factories, will they start making ice cream.<br />27% decline, you cannot blame Covid because PEV sales increased 195%.<br />Tesla sold whatever they produced in Q3 and what is produced in Oct are still on ships. Seems the 1st ship from Shanghai just landed in Europe.<br />famlinnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-13777510809106448182020-11-30T13:44:45.985+00:002020-11-30T13:44:45.985+00:00BEV share is actually down quite a bit compared to...BEV share is actually down quite a bit compared to September, despite weak combustion car sales... Looks like outside of Germany, the Tesla ebb wasn't compensated by other entrants :-(antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-91935653898297625142020-11-30T13:41:27.134+00:002020-11-30T13:41:27.134+00:00That's not true. The only thing that matters i...That's not true. The only thing that matters in the end is the effective price benefit per unit -- whether that's through subsidies, or through avoided penalties. Whatever scheme offers the biggest price benefit is most effective.<br /><br />China actually demonstrates the exact opposite of your claim: sales crash after every subsidy step-down; and particularly badly after the last major one in 2019 -- despite the NEV mandate having been introduced the same year. The mandate is much too weak (amounting to something like $2000 per vehicle I believe) to make much of a difference, compared to the still strong subsidies.<br /><br />In Europe on the other hand the mandate is very strong, by some calculations amounting to way over 10,000 Euro per vehicle. That certainly makes a difference.<br /><br />(And let's not forget that subsidies were also significantly raised in several European markets: most notably the important German and UK ones.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-52565046232494990152020-11-30T13:26:57.824+00:002020-11-30T13:26:57.824+00:00Neither the ID.4 (smaller, less premium), nor the ...Neither the ID.4 (smaller, less premium), nor the e-tron (larger, much more expensive) are in the same class as Model Y -- not to mention that they are all really competing with combustion cars.<br /><br />And strong Euro doesn't matter with local production. Another failed FUD attempt...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-18900540709760632192020-11-30T07:16:34.315+00:002020-11-30T07:16:34.315+00:00These results prove that sticks (regulations) are ...These results prove that sticks (regulations) are better than carrots (subsidies) in helping EVs gain market share. This is probably because industry expects subsidies to be reduced over time, but regulations to only become stricter. Apart from the EU, Chine seems to have learnt this lesson with NEV quotas becoming much stricter in 2021. Also in the USA, the Biden administration is certain to increase the CAFE requirements (as they can do this without the Senate) and to drop the lawsuit against California. Alexander M.https://www.blogger.com/profile/16607883999270482181noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-1466050726758103382020-11-30T06:49:18.246+00:002020-11-30T06:49:18.246+00:00I think "hard times" is a bit of a stret...I think "hard times" is a bit of a stretch. They still have tons of cash on hand amd a strong balance sheet, as well as sector-leading margins. A sale is a sale to Tesla, whether that comes from the EU, the US or China. Total market domination was never the goal. Along with the EU emissions penalties, strong leadership from Deiss at VW for electric, Tesla has met their goal of accelerating the transition to sustainable energy in the market. China has also been picking up again. I think Tesla will be much more concerned with getting the lackluster US EV market growing as Giga Austin comes online.<br /><br />I don't see this as a negative for Tesla. Just others deciding to finally join them at the table.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-32652787082437098912020-11-29T22:53:20.662+00:002020-11-29T22:53:20.662+00:00Chinese teslas galore!! Tausands of themChinese teslas galore!! Tausands of themAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-15066869085206779282020-11-29T21:48:57.975+00:002020-11-29T21:48:57.975+00:00Hard times are coming for Tesla. Yes model Y is ar...Hard times are coming for Tesla. Yes model Y is arriving, yet this time there is direct competition from ID4 and Audi etron already on the market. Throw in a cheap Euro and the existing aftersales network for VW Group, Tesla is now on an uphill<br />race.Heinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.com