tag:blogger.com,1999:blog-1399793419425111085.post7811119614749337195..comments2024-03-24T15:03:03.162+00:00Comments on EV Sales: Netherlands November 2018José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-1399793419425111085.post-61684034320290141172018-12-31T07:08:43.677+00:002018-12-31T07:08:43.677+00:00Well.. on the 28th of December they delivered/regi...Well.. on the 28th of December they delivered/registered an insane amount of 712 I-Pace! December up until 29th now stands at 2547 I-Pace, even beating total Tesla December number of 2181. Just 2 days until the final registration numbers are in!<br /><br />Market share for BEV in December above 30%, YTD above 5%.<br /><br />Crazy numbers thanks to WLTP changes, changing EV incentives and great new offerings.<br /><br />Speaking about new offerings: Also 162 Audi E-tron were registered!Benedictushttp://evvideo.ganoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-50939434938147289802018-12-24T11:11:09.531+00:002018-12-24T11:11:09.531+00:00181 i-Paces in one day, at that pace, Jag dealersh...181 i-Paces in one day, at that pace, Jag dealerships will end the year working until midnight! :-)José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-12752862550448484172018-12-24T07:06:00.638+00:002018-12-24T07:06:00.638+00:00A little pre Christmas December update from the Ne...A little pre Christmas December update from the Netherlands:<br /><br />Up to 22th of December number of BEV sold: 3303 which means a 26,5% market share in December and 4,8% YTD.<br /><br />Tesla is starting to take a lead the December manufacturer race with 1346 deliveries until now (S: 906 // X: 436 // 3: 4). <br /><br />Jaguar is still ahead in the models race with 1197 I-Pace delivered. On the 21st of December Jaguar delivered a record 181 I-Pace in one day!<br /><br />Merry Christmas.Benedictushttp://evvideo.ganoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-14910925272639413832018-12-19T11:25:30.827+00:002018-12-19T11:25:30.827+00:0024% share. Wow.24% share. Wow.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-44258114598075813972018-12-19T08:49:19.840+00:002018-12-19T08:49:19.840+00:00Still going strong. BEV share in December 24% and ...Still going strong. BEV share in December 24% and rising every day. Seems inevitable that I Pace and Model S will be the best selling cars (of all fuels) in December!<br />I-Pace already beat last month's delivery numbers.<br />We could even see 5% BEV share for the whole year at this rate.Benedictushttp://evvideo.ganoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-37118193607152090532018-12-18T07:02:36.380+00:002018-12-18T07:02:36.380+00:00@ Matt B.
10,000 Tesla Model 3 deliveries in The ...@ Matt B.<br /><br />10,000 Tesla Model 3 deliveries in The Netherlands is a very highly likely possibility in 2019.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-22774926292075581562018-12-17T09:19:26.564+00:002018-12-17T09:19:26.564+00:00reijer kok,
I would be surprised if Tesla could se...reijer kok,<br />I would be surprised if Tesla could sell more than 10K model 3s in the Netherlands next year. The only reason why the Model S and X are doing sell well there right now is because people are trying to beat the tax increase that will be coming in Q1 2019. This will cause cars that cost 50,000 € or more to see a huge drop in registrations thus I expect to see only a few thousand Model 3s to be sold at the current price. Once the $35,000 model comes out I can see between 10-15K units to be sold in the Netherlands in that year.Matt B.https://www.blogger.com/profile/13473119671256947770noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-16984129532530521552018-12-17T09:15:37.232+00:002018-12-17T09:15:37.232+00:00Solucky,
The biggest markets for Tesla are current...Solucky,<br />The biggest markets for Tesla are currently Norway, The Netherlands, and the UK. Those will the bulk of the Models 3 will be sold in EU.Matt B.https://www.blogger.com/profile/13473119671256947770noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-60646241211645355852018-12-17T09:13:44.782+00:002018-12-17T09:13:44.782+00:00Hey Jose, 300k Model 3s in Europe? I am surprised ...Hey Jose, 300k Model 3s in Europe? I am surprised that Tesla was able to sell more than 100k in the US and that is its biggest market. There is no way you will see that many Model 3s sold in any one market in a year. I would be surprised if Tesla could sell that many globally in a year at its peak. I will agree with you that 2020 will most likely be peak for the Model 3 in Europe if the $35K trim is introduced but I do not expect much more than what they do in 2019. 10-15K more so between 30k-45K? <br /><br />I really think Tesla is going to be facing a wall of competition starting in 2019. You have at least 6 cars I know of that are entering the Europe market and US market and you have new cars being introduced in China every other month. I do not know how Tesla will sell many Model Ys unless they can sell them for sub $30,000 off the bat because there will be so many good models coming out in 2019 that it would make no sense for people to wait 2+ years for the Model Y when they can get a EV SUV/Crossover much sooner.Matt B.https://www.blogger.com/profile/13473119671256947770noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-53553229776758777562018-12-13T14:47:35.718+00:002018-12-13T14:47:35.718+00:00Thanks! Keep us posted!Thanks! Keep us posted!José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-28446689067347365692018-12-13T14:08:56.429+00:002018-12-13T14:08:56.429+00:00Over 20% BEV in December until now. It's going...Over 20% BEV in December until now. It's going to be amazing.<br />There is a nice race going on between Jaguar and Tesla for most deliveries this month.<br /><br />Up until 12-12-2018:<br />Jaguar is at 450<br />Tesla is at 456 (S:301 / X: 152 / 3:3)Benedictushttp://evvideo.ganoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-40753505153834736502018-12-11T19:26:31.580+00:002018-12-11T19:26:31.580+00:00Believe me. In the Netherlands the Model 3 can eas...Believe me. In the Netherlands the Model 3 can easily tripple the sales numbers of the Model S! I expect at least 10-15k deleveries in NL of the Model 3 next yearAnonymoushttps://www.blogger.com/profile/03274862367600916409noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-6485844767652333572018-12-11T13:08:36.702+00:002018-12-11T13:08:36.702+00:00Jose,
The demand (orders) for the Long Range Dual...Jose,<br /><br />The demand (orders) for the Long Range Dual Motor Tesla Model 3 in Europe in 2019 will be more than 60,000 units.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-48860187808010858262018-12-11T11:44:45.520+00:002018-12-11T11:44:45.520+00:00I am still hesitant in saying a number for the Mod...I am still hesitant in saying a number for the Model 3 in Europe, but i will say this: <br /><br />The real game changer, the $35k version, is only set to land in Europe in Q4, so right now, 100k units seems unlikely.<br /><br />However, if the SR version lands in Q3, 100k becomes possible.<br /><br />The key is the SR availability, and because even Tesla doesn't know how that will play, as it depends not only on production rates, but also demand in North America, i am wary of a Euro-spec TM3 forecast.<br />José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-26975700741517805282018-12-11T11:35:13.394+00:002018-12-11T11:35:13.394+00:00I think it would be, yes.I think it would be, yes.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-25794516201842006592018-12-11T06:56:46.592+00:002018-12-11T06:56:46.592+00:00Jose,
More than 100,000 Tesla Model 3 deliveries ...Jose,<br /><br />More than 100,000 Tesla Model 3 deliveries in Europe in 2019 is a very realistic outcome.<br /><br />CheersNeohttps://www.blogger.com/profile/05209618863383544499noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5235511834359587752018-12-10T16:23:52.363+00:002018-12-10T16:23:52.363+00:00More important that 15% of the S/X sales are from ...More important that 15% of the S/X sales are from tiny markets like norway, netherlands , switzerland they are to small to get the same 15% from much larger volume.<br /><br />Germany is a wildcard with higher subsidies in 2019 but expect PHEVs dominate.<br /><br />And dont forget a model S long range is 57K EUR here and on a german autobahn empty any hour.Soluckynoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-34569643383235862352018-12-10T16:21:26.139+00:002018-12-10T16:21:26.139+00:00High-trim Model 3s outsold Nissan Leaf both in USA...High-trim Model 3s outsold Nissan Leaf both in USA and Canada.<br /><br />So, it will probably outsold Nissan Leaf in Europe as well. I think, we should expect more then 60 000 Model 3 in Europe in 2019. <br /><br />But I am not so sure about 100K. It depends on the availability of 35K version.drobchakhttps://www.blogger.com/profile/05760684120736934543noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-25641483837307710972018-12-10T15:48:55.715+00:002018-12-10T15:48:55.715+00:00I haven't posted a forecast for the Model 3 in...I haven't posted a forecast for the Model 3 in Europe, because i am not certain of the demand after the reservations wave.<br /><br />Nevertheless, i agree with most of your forecasts, for sure numbers won't be as high as many say, i have been hearing 300k TM3 in Europe, which is almost impossible in 2019, and unlikely in 2020.<br /><br />Also, i think 2020 will be a peak year for the Model 3 in Europe:<br /><br />First, by 2021 most Tesla fans will have their eyes and wallets on the Model Y, making the Model 3 "old news";<br /><br />Second, in 2021, there will be several competitive compact BEVs (ID Neo, etc) that will be available in volume and more suited to Euro tastes, so many people won't find the need to upsize their mobility needs for the more expensive Model 3.José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-80879922745123517112018-12-10T15:44:30.202+00:002018-12-10T15:44:30.202+00:00Top 10 BEV next month, would that be a first for a...Top 10 BEV next month, would that be a first for any market?Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-50948007465848323382018-12-10T15:42:56.393+00:002018-12-10T15:42:56.393+00:00The USA market is predominantly California plus so...The USA market is predominantly California plus some west coast states. The European EV market is far larger than the USA market. Even when the Model 3 is relatively less popular, it could still sell more units than in the USA.<br /> <br />The new competition will increase the market visibility of EVs. But when potential buyers start comparing offerings, prices, wait times, many will choose the Model 3 with the bets value proposition and the shortes wait times. Maarten Vinkhuyzennoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-46777863131665763532018-12-10T11:24:25.238+00:002018-12-10T11:24:25.238+00:00The EU made up almost 28% of Tesla deliveries in 2...The EU made up almost 28% of Tesla deliveries in 2017. Let's say 30% for easier math. If there were 420,000 Model 3 reservations left at the end of 2nd quarter, that would mean 126,000 of those are for the EU. Now how many of those people are looking to buy the $35K Model 3? 50%, 60%? Lets say 50%, this means at most 58,000 people are looking to buy the current Model 3 trims. Now with the troubles we are hearing about the Model 3, the long wait times at service centers, other EVs that have come out since 2nd Quarter or will be out soon, how many of those people will convert and config a Model 3? My guess is around 30k at most. That could be filled in two quarters with about 15k units being delivered each quarter. <br /><br />While I can be wrong and the Model 3 can do as well in the EU as it has in the US, I do not think it will. We can look at the EVs that are sold in the EU and the top EV is the Leaf, followed by the Zoe, followed by the i3. The Leaf can be bought for as low as €30K, the Zoe can be bought for as low as €20K and the i3 for about €34k. While I expect to see a lot of Model 3s be shipped to the EU in the beginning I do not expect Tesla to sell a lot there until the can make the $35K model which might not be for another year in the EU.Matt B.https://www.blogger.com/profile/13473119671256947770noreply@blogger.com