tag:blogger.com,1999:blog-1399793419425111085.post7269600250935375624..comments2024-02-28T10:17:11.241+00:00Comments on EV Sales: Global Top 20 - May 2019José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger33125tag:blogger.com,1999:blog-1399793419425111085.post-88980453338813920292019-07-13T15:46:17.010+00:002019-07-13T15:46:17.010+00:00Yep!Yep!José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-68350027546133472682019-07-12T19:49:31.975+00:002019-07-12T19:49:31.975+00:00Thanks, much appreciated :-)Thanks, much appreciated :-)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-44985959935530566642019-07-12T19:44:59.546+00:002019-07-12T19:44:59.546+00:00I don't think Hyundai actually minds losing BE...I don't think Hyundai actually minds losing BEV sales? They said themselves that their EVs aren't profitable yet (and won't be for a while) -- so anything they sell in excess of what is required to fulfil emission standards, is just net loss for them...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-62627611638014868442019-07-12T19:37:54.532+00:002019-07-12T19:37:54.532+00:00Levin is just a slightly restyled Corolla AIUI?......Levin is just a slightly restyled Corolla AIUI?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-87492558736143914892019-07-10T12:40:11.190+00:002019-07-10T12:40:11.190+00:00Thanks!Thanks!José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-86308086310309956532019-07-10T12:39:25.261+00:002019-07-10T12:39:25.261+00:00Even if the overall market does down, the only thi...Even if the overall market does down, the only thing i see happening to plugins is the end of fast growth, maybe to 10% growth in H2.<br /><br />Which is still good, in a falling market context.<br /><br />So, PEVs will continue winning market share, be it by organic growth, but also because the mainstream market is shrinking.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-27342672790567847832019-07-10T12:36:22.493+00:002019-07-10T12:36:22.493+00:00Corolla PHEV and Levin PHEV in China.Corolla PHEV and Levin PHEV in China.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-432675315262818612019-07-10T12:35:55.734+00:002019-07-10T12:35:55.734+00:00This number already had the Chinese numbers update...This number already had the Chinese numbers updated, which were much lower than expected.<br /><br />Something fishy is happening with the Model 3 in China, does anybody has any clue why actual deliveries are much lower than expected?José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-80240166502964497642019-07-10T12:34:02.123+00:002019-07-10T12:34:02.123+00:00Yep, Hyundai is losing thousands of Kona EV sales,...Yep, Hyundai is losing thousands of Kona EV sales, due to lack of batteries, so i expect them to be trying to increasing battery output as fast possible, so they don't lose further sales. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-45968788408099111982019-07-10T12:32:01.682+00:002019-07-10T12:32:01.682+00:00Yeah, including PHEVs won't help Toyota in the...Yeah, including PHEVs won't help Toyota in the long term, as we are seeing PHEVs regressing in more developed markets, so Toyota will need to invest heavily in BEVs, and especially in battery availability, as it's not enough to have good EVs, but one needs also lots of batteries. Ask Hyundai-Kia.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-69583183154272734442019-07-10T12:28:15.629+00:002019-07-10T12:28:15.629+00:00Will try.Will try.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-56521325969717657312019-07-09T21:24:26.981+00:002019-07-09T21:24:26.981+00:00Yeah, I've seen a chart somewhere including 20...Yeah, I've seen a chart somewhere including 2018 numbers: and LSEVs were definitely down. (Below "proper" EVs for the first time.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-50124586127375471292019-07-09T10:52:33.199+00:002019-07-09T10:52:33.199+00:00Interesting but oldish news here:
https://www.prn...Interesting but oldish news here:<br /><br />https://www.prnewswire.com/news-releases/china-low-speed-electric-vehicle-industry-report-2018-byvin-yogomo-and-shifeng-group-are-the-top-3-players-300657214.html<br /><br />China LSEV number has gone from 1.232 million in 2016 to 1.744 million in '17.<br /><br />Leaders in '17 were Byvin with 202 000, Yogomo with 150 000 and Shifeng with 110 000. <br /><br />I believe '18 numbers are a little lower as NEV's are taking over from the LSEV's.<br /><br />Cheers Ahmet Gizhttps://www.blogger.com/profile/17455686936256129791noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-47094553325099531732019-07-08T17:48:24.330+00:002019-07-08T17:48:24.330+00:00So that puts Tesla some 18,000 units ahead at the ...So that puts Tesla some 18,000 units ahead at the end of Q2? Seems unlikely (though not entirely impossible) BYD will be able to catch up with that...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-2915623136806463522019-07-07T14:22:09.114+00:002019-07-07T14:22:09.114+00:00Xinhua has BYD June as 26570 NEV of which 25850 PV...Xinhua has BYD June as 26570 NEV of which 25850 PV. Rest bus and truck. Tesla jums ahead. July botu loose incentives. Lets see.Ahmet Gizhttps://www.blogger.com/profile/17455686936256129791noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-20857160411298264772019-07-03T07:05:32.139+00:002019-07-03T07:05:32.139+00:00While some markets are hit harder than others, bei...While some markets are hit harder than others, being down a few percent globally is not exactly what I'd call a "deep recession"... With EV sales growing >40% globally each year (and even more for pure BEVs), a few percent dip in the total car market is lost in statistical noise.<br /><br />But hey -- anything for some nice doom and gloom, right? :-Pantriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-44210072163186948442019-07-02T22:20:24.528+00:002019-07-02T22:20:24.528+00:00Jose,
Global Tesla Model 3 deliveries in the firs...Jose,<br /><br />Global Tesla Model 3 deliveries in the first half of 2019: 128,450. <br /><br />That's the total of Q1 + Q2 (50,900 + 77,550).<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-77690897242621390842019-07-01T08:40:40.766+00:002019-07-01T08:40:40.766+00:00World wide YoY growth of PEV sales:
2019-01 87%
20...World wide YoY growth of PEV sales:<br />2019-01 87%<br />2019-02 38%<br />2019-03 59%<br />2019-04 29%<br />2019-05 13%<br /> <br />2019 5 months 41%<br /> <br />To have the a lower 2019 total than the 2018 total, the second half of this year needs to be terrible. With all the new PEV coming to market in 2019-H2 this is highly unlikely.Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5931215164623336312019-06-30T21:07:24.313+00:002019-06-30T21:07:24.313+00:00Yes, Corolla PHEV in China.Yes, Corolla PHEV in China.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-9960471370475935082019-06-30T21:04:26.783+00:002019-06-30T21:04:26.783+00:00That's what I thought as well -- but if memory...That's what I thought as well -- but if memory serves right, I saw mention somewhere that the credits actually sell at a fairly substantial price... Maybe combustion car makers are buying and hoarding excess credits just in case, as happened in other markets?...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-44661688508419875792019-06-30T20:24:28.953+00:002019-06-30T20:24:28.953+00:00The global car market slips into a deep recession....The global car market slips into a deep recession. I do not expect any improvement until next year. This hits also the electric car market, which will very likely decline this yearHeinrichhttps://www.blogger.com/profile/08864555540391101499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-34091427999483003452019-06-30T19:10:46.661+00:002019-06-30T19:10:46.661+00:00May be electric C-HR in China.May be electric C-HR in China.kaxeli_89https://www.blogger.com/profile/13734127877176689990noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-41306221335126889302019-06-29T17:50:34.554+00:002019-06-29T17:50:34.554+00:00It looks like the Prius Prime is only a bit over h...It looks like the Prius Prime is only a bit over half of Toyota's volume. What's the rest? Did they launch a PHEV Corolla?Rguyhttps://www.blogger.com/profile/09256066806147770246noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-89683195546483476462019-06-29T14:35:43.509+00:002019-06-29T14:35:43.509+00:00Agreed. While for the model ranking it can be argu...Agreed. While for the model ranking it can be argued that we can simply ignore the models we are not interested in, for the brands ranking (and totals) this doesn't work, since many brands do both BEVs and PHEVs...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-69041717906649707642019-06-29T14:30:40.941+00:002019-06-29T14:30:40.941+00:00While I'm also apprehensive of Chinese sales i...While I'm also apprehensive of Chinese sales in the second half of the year, I don't think the step-down in US subsidies for Tesla will result in a very large pull-forward / slump this time around: this step-down is smaller to begin with; since Tesla reduced prices several times shortly after the last step-down, people are now longer convinced it's actually a good deal to rush to order before the step-down; most people who have been interested in Tesla for a long time, already got in before the first step-down -- so this time around it's mostly relevant only for people who got interested in the past couple of months; and last but not least, the sales push before the step-down was much softer this time around...antriknoreply@blogger.com