tag:blogger.com,1999:blog-1399793419425111085.post4333531265909933891..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: 2020 Q1 Sales by OEMJosé Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-1399793419425111085.post-46661792659781882702020-05-07T11:06:24.895+00:002020-05-07T11:06:24.895+00:00It would be helpful in these quarterly recap artic...It would be helpful in these quarterly recap articles to note market share of plugins overall and BEVs specifically of the entire new car market. Tracking that share change over time by quarter and year will be interesting to watch. camgarretthttps://www.blogger.com/profile/14766515879538193123noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-37530355797305575582020-05-04T12:33:57.974+00:002020-05-04T12:33:57.974+00:00The market is heavily disrupted by the Covid pande...The market is heavily disrupted by the Covid pandemic, so far it's more a question of production and logistics, than anything else.<br /><br />For the next few months, the good thing that Tesla has, is a strong position in China, thanks to GF3, that is working as a lifeline while California is shut down.<br /><br />The Chinese will also grow their share significantly in the coming months, as they can now produce without major constraints.<br /><br />Finally, all these disruptions are kind of helping the VW Group, with the ID.3 still in the oven and the competitors suffering from factories shutdowns, once the ID.3 lands, it will have less distance to go, in order to reach their competitors.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-16381517984044510422020-05-04T12:24:44.290+00:002020-05-04T12:24:44.290+00:00Check the "World" category, you will fin...Check the "World" category, you will find more stuff like these.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-25291228771007814172020-05-04T12:23:49.349+00:002020-05-04T12:23:49.349+00:00Yep, it's impressive VAG's growth, even wi...Yep, it's impressive VAG's growth, even without the ID family...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-77709849670262343712020-05-04T08:16:05.942+00:002020-05-04T08:16:05.942+00:00source?source?noisyhttps://www.blogger.com/profile/17785597203838625650noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-1981889521904806212020-05-04T02:46:36.101+00:002020-05-04T02:46:36.101+00:00It's crazy that Tesla is still able to increas...It's crazy that Tesla is still able to increase BEV market share each year despite the "coming competition".Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-88599745320331440512020-05-03T22:13:55.799+00:002020-05-03T22:13:55.799+00:00I think its perhaps a little optimistic to think t...I think its perhaps a little optimistic to think there is going to be a big rebound in China after C19. Travel is still curtailed and business reliant on exports would see massive drops in income. Not conducive to vehicle purchases. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-19281097044148417242020-05-03T21:12:01.548+00:002020-05-03T21:12:01.548+00:00I really like these charts. You should do them eve...I really like these charts. You should do them every quarter. Robb Starkhttps://www.blogger.com/profile/01433642175076521123noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-12409467132650276672020-05-03T19:56:54.090+00:002020-05-03T19:56:54.090+00:00Do you have this data from the past few years also...Do you have this data from the past few years also? Charts showing top manufacturers quarterly or annually would show a lot about industry trends.Blacktomhttps://www.blogger.com/profile/13689164204950306863noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-24909255002541257742020-05-03T14:37:12.897+00:002020-05-03T14:37:12.897+00:00I think long term the only western auto groups tha...I think long term the only western auto groups that have a chance to compete with the Chinese will be Tesla and VW. Why Not?https://www.blogger.com/profile/00147133696226818974noreply@blogger.com