tag:blogger.com,1999:blog-1399793419425111085.post8148703407220011802..comments2024-02-28T10:17:11.241+00:00Comments on EV Sales: Germany March 2020José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-1399793419425111085.post-49659405832355613452020-04-27T03:47:47.020+00:002020-04-27T03:47:47.020+00:00No longer taking custom orders doesn't necessa...No longer taking custom orders doesn't necessarily mean the entire production is sold out... They might just do sales of standard configurations only through inventory going forward.antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-52839251942656382062020-04-25T16:53:35.031+00:002020-04-25T16:53:35.031+00:00Wow, 5 months waiting list. For a model on the way...Wow, 5 months waiting list. For a model on the way out. Now, imagine the ID.3 waiting list...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-4654487924180848902020-04-23T11:05:07.493+00:002020-04-23T11:05:07.493+00:00They announced the closure of self configurated or...They announced the closure of self configurated orders for goodFlowhttps://www.blogger.com/profile/11731120993466603197noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-57013244424384986082020-04-23T10:37:50.818+00:002020-04-23T10:37:50.818+00:00Maybe a temporary measure? I mean, production is s...Maybe a temporary measure? I mean, production is set to continue until October, and i don't believe they might have a 5-month waiting list for the e-Golf...José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-14584587187664643132020-04-22T10:25:24.218+00:002020-04-22T10:25:24.218+00:00bei the way, e-Golf can no longer be ordered, the ...bei the way, e-Golf can no longer be ordered, the configuration is off. It is unclear whether it will be switched on at some point again.jugerhttps://www.blogger.com/profile/15383685863662874175noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-34477100773531889462020-04-22T09:37:08.165+00:002020-04-22T09:37:08.165+00:00As for the e-Golf, it's unlikely that it was *...As for the e-Golf, it's unlikely that it was *ever* profitable, when not accounting for regulatory fines...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-5510096408763544102020-04-22T09:35:58.605+00:002020-04-22T09:35:58.605+00:00In short: since until recently the Model S and X w...In short: since until recently the Model S and X were the only really good EVs available, many people were getting them who normally wouldn't have bought such large and expensive vehicles. Now that an increasing number of decent cheaper choices are becoming available -- both from Tesla itself and from other makers -- these expensive models are being relegated to a smaller luxury niche, where they rightfully belong...<br /><br />(The e-tron for example is a smaller, and -- especially in Europe -- quite a bit cheaper vehicle than the Model X: so it naturally should sell better, even accounting for inferior technology...)<br /><br />Right now, the situation is somewhat exacerbated by the fact they these models use older technology in some places than Tesla's cheaper models; as well as Osborne effect from an announced upcoming new power train, and persistent expectations/rumours of unannounced other upgrades coming...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-90752762039943126522020-04-22T09:18:29.344+00:002020-04-22T09:18:29.344+00:00There is no doubt that all the new models will res...There is no doubt that all the new models will result in significant YoY growth of EV share in the latter part of the year as well -- but as the overall market recovers, I doubt the EV share will surpass the current peak resulting from the exceptional situation...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-47503023177626489832020-04-22T03:31:12.473+00:002020-04-22T03:31:12.473+00:00I expect both, higher market shares and higher abs...I expect both, higher market shares and higher absolute numbers.<br /><br />Much of the current records come from the ramp up of new models or updated versions and less so of YoY increase of existing old models (Tesla M3, BMW i3 and 225xe down YoY, Kona, Smart flat, exception e-Golf) and that mechanism of continued ramp up and new model introductions will drive higher market shares and absolute sales in Q3, Q4 - Q2 I expect lower absolute numbers, but still higher sharesFlowhttps://www.blogger.com/profile/11731120993466603197noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-84665939450101501662020-04-21T16:16:17.827+00:002020-04-21T16:16:17.827+00:00It was always going to be an uphill battle for Tes...It was always going to be an uphill battle for Tesla to beat the Germans in their own turf, it's a bit like the Audi e-Tron beating the Model X in the US, highly unlikely.<br /><br />On top of that, the Model 3 (and future Model Y) are cheaper ways to get into Tesla ownership, especially the access to Tesla Superchargers, this alone is stealing significant sales from the big Teslas, add this to the fact that they now have competition (Audi e-Tron, Porsche Taycan…) and you have an adverse environment for them.<br /><br />Same thing is happening in China, they are being trailed by the competition, and it's no coincidence that two big Chinses Sedans (Xpeng P7 and BYD Han) are landing now, they are going after Tesla's weakest link, the Model S. José Ponteshttps://www.blogger.com/profile/13927229481945352747noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-8157554883764956502020-04-21T15:37:33.657+00:002020-04-21T15:37:33.657+00:00When the situation normalises, the absolute EV sal...When the situation normalises, the absolute EV sales should certainly get even higher -- but that will mostly likely *not* result in higher EV market share. On the contrary: much of the current records come from models that have been supply-constrained before, and thus holding up better right now than the overall market...antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-2053982402308086462020-04-21T15:32:57.600+00:002020-04-21T15:32:57.600+00:00Note that if you start adding up badge-engineered ...Note that if you start adding up badge-engineered models, like the e-UP! and its clones, there is actually a whole lot of other models that would have to get the same treatment -- notably including other VW models (e.g. Passat/Superb), and much of the PSA lineup. (208/Corsa etc.)antriknoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-65195691038250418782020-04-21T14:59:26.772+00:002020-04-21T14:59:26.772+00:00Why do the large Tesla models perform rather poorl...Why do the large Tesla models perform rather poorly? (for example model x vs e-tron)<br />And whaty do you think is volkswagen still earning money with the discounts of the e-Golf or just preventing fines?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-88987162009731989922020-04-21T06:52:47.089+00:002020-04-21T06:52:47.089+00:00Interesting to note that the e-up / Citigo / Mii b...Interesting to note that the e-up / Citigo / Mii brotherhood would be #3, if combined - before the Tesla M3<br /><br />It looks impressive, but there is so much more to come in Q3, Q4, if hopefully the worst of Corona passed. The total PEV marketshare should be well above 10% for the full year Flowhttps://www.blogger.com/profile/11731120993466603197noreply@blogger.comtag:blogger.com,1999:blog-1399793419425111085.post-48453361778062229602020-04-20T08:42:20.888+00:002020-04-20T08:42:20.888+00:00Another market were the long-time leaders of the e...Another market were the long-time leaders of the electrification have been falling, including the BMW Group that finished 2019 as the market leader. A striking contrast to just a few months back but a telling sign of PEV becoming mainstream.<br /><br />From the posted data, Q12020 standings are:<br /><br />1st Volkswagen Group with 14582 vehicles<br />2nd Renault-Nissan-Mitsubishi Alliance with 6366 vehicles<br />3rd BMW Group with 4609 vehicles<br />4th Daimler with 4447 vehicles<br />5th Tesla with 2901 vehiclesAnonymousnoreply@blogger.com