tag:blogger.com,1999:blog-13997934194251110852024-03-14T18:49:11.183+00:00EV SalesTracking plug-in car sales all over the worldJosé Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.comBlogger1965125tag:blogger.com,1999:blog-1399793419425111085.post-5922170522507742402022-04-17T19:30:00.002+00:002022-04-17T19:30:13.865+00:00April 17th update <p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><b>EV Sales</b></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><b><br /></b></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><b>World Top 20 February 2022 - </b><a href="https://cleantechnica.com/2022/04/01/the-top-20-electric-cars-in-the-world-february-2022/">https://cleantechnica.com/2022/04/01/the-top-20-electric-cars-in-the-world-february-2022/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">Europe February 2022 - <a href="https://cleantechnica.com/2022/03/28/20-of-new-cars-in-europe-have-a-plug/">https://cleantechnica.com/2022/03/28/20-of-new-cars-in-europe-have-a-plug/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">China February 2022 -<a href="https://cleantechnica.com/2022/03/01/the-rise-rise-of-the-chinese-ev-market-17-market-share-in-january/" style="color: #828282; text-decoration: none;" target="_blank"> </a><a href="https://cleantechnica.com/2022/03/25/20-plugin-vehicle-market-share-in-china-byd-shining/">https://cleantechnica.com/2022/03/25/20-plugin-vehicle-market-share-in-china-byd-shining/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">Germany February 2022 - <a href="https://cleantechnica.com/2022/03/19/tesla-model-3-model-y-top-ev-sales-in-germany-in-february/">https://cleantechnica.com/2022/03/19/tesla-model-3-model-y-top-ev-sales-in-germany-in-february/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">France February 2022 - <a href="https://cleantechnica.com/2022/03/16/plugin-vehicles-20-of-new-car-sales-in-france/">https://cleantechnica.com/2022/03/16/plugin-vehicles-20-of-new-car-sales-in-france/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">Netherlands February 2022 - <a href="https://cleantechnica.com/2022/03/15/lynk-co-28-of-new-cars-sold-in-netherlands-now-plugin-cars/">https://cleantechnica.com/2022/03/15/lynk-co-28-of-new-cars-sold-in-netherlands-now-plugin-cars/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><b><br /></b></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><b><br /></b></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><b>Autovista 24 articles</b></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><br /></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">Toyota electrification efforts</p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><a href="https://autovista24.autovistagroup.com/news/analysis-toyota-needs-renewed-focus-electrification/">https://autovista24.autovistagroup.com/news/analysis-toyota-needs-renewed-focus-electrification/</a></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><br /></p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;">UK EV Deep Dive</p><p style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.199999809265137px;"><a href="https://autovista24.autovistagroup.com/news/uk-car-market-europes-pioneer-for-electric-car-adoption/">https://autovista24.autovistagroup.com/news/uk-car-market-europes-pioneer-for-electric-car-adoption/</a></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com4tag:blogger.com,1999:blog-1399793419425111085.post-41556005081728354742022-03-14T21:01:00.003+00:002022-03-14T21:01:33.176+00:00March 14th update<p><b> World Top 20 January 2022 - <a href="https://cleantechnica.com/2022/03/05/the-worlds-top-selling-electric-vehicles-january-2022/">https://cleantechnica.com/2022/03/05/the-worlds-top-selling-electric-vehicles-january-2022/</a></b></p><p><br /></p><p>Europe January 2022 - <a href="https://cleantechnica.com/2022/03/02/100-electric-vehicles-10-of-new-car-sales-in-europe-in-january/">https://cleantechnica.com/2022/03/02/100-electric-vehicles-10-of-new-car-sales-in-europe-in-january/</a></p><p>China January 2022 -<a href="https://cleantechnica.com/2022/03/01/the-rise-rise-of-the-chinese-ev-market-17-market-share-in-january/" target="_blank"> https://cleantechnica.com/2022/03/01/the-rise-rise-of-the-chinese-ev-market-17-market-share-in-january/</a></p><p>Germany January 2022 - <a href="https://cleantechnica.com/2022/02/22/22-ev-market-share-in-germany-fiat-500e-is-1/">https://cleantechnica.com/2022/02/22/22-ev-market-share-in-germany-fiat-500e-is-1/</a></p><p>France January 2022 - <a href="https://cleantechnica.com/2022/02/10/18-of-new-cars-were-plugin-vehicles-in-france-in-january/">https://cleantechnica.com/2022/02/10/18-of-new-cars-were-plugin-vehicles-in-france-in-january/</a></p><p>Netherlands January 2022 - <a href="https://cleantechnica.com/2022/02/09/plugin-vehicles-23-of-new-car-sales-in-netherlands-in-january/">https://cleantechnica.com/2022/02/09/plugin-vehicles-23-of-new-car-sales-in-netherlands-in-january/</a></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com0tag:blogger.com,1999:blog-1399793419425111085.post-34721576366930024942022-02-04T15:08:00.002+00:002022-02-04T15:08:32.202+00:00January articles update<h3 style="text-align: left;">Autovista articles - EV Deep Dive on Germany</h3><h1 style="text-align: left;"><a href="https://autovista24.autovistagroup.com/news/germany-drives-the-electrification-of-europe/" target="_blank">Germany drives the electrification of Europe</a></h1><div class="separator" style="clear: both; text-align: center;"><span style="font-size: large; margin-left: 1em; margin-right: 1em;"><img alt="" class="m12__feature-img lazy entered loaded" data-ll-status="loaded" data-src="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2022/01/GettyImages-944699146-1024x683.jpg" height="213" src="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2022/01/GettyImages-944699146-1024x683.jpg" width="320" /></span></div><div class="separator" style="clear: both; text-align: center;"><span style="font-size: large; margin-left: 1em; margin-right: 1em;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><span style="font-size: large; margin-left: 1em; margin-right: 1em;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><h3 style="text-align: left;">CleanTechnica articles - Sales reports</h3><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/31/tesla-1-in-world-ev-sales-in-2021/" target="_blank">Global sales December 2021 - Brands & OEMs</a></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/30/world-ev-sales-tesla-model-3-wins-4th-consecutive-best-seller-title-in-record-year/" target="_blank">Global sales December 2021 - Models</a></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/30/29-of-cars-sold-in-europe-were-plugin-electric-vehicles-in-december/" target="_blank">Europe December 2021</a></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/22/plugin-electric-vehicles-get-21-share-of-auto-market-in-another-record-month-in-china/" target="_blank">China December 2021</a></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/20/26-of-new-vehicle-sales-plugin-vehicle-sales-in-germany-in-2021/" target="_blank">Germany December 2021</a></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/17/tesla-model-3-wins-france-in-record-month-32-share/" target="_blank">France December 2021</a></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><a href="https://cleantechnica.com/2022/01/19/65-plugin-vehicle-share-in-the-netherlands-volkswagen-id-3-shines/" target="_blank">Netherlands December 2021</a></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div><div><br /></div></div><p></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com0tag:blogger.com,1999:blog-1399793419425111085.post-88259542977528054602021-12-13T19:06:00.002+00:002021-12-13T19:06:16.935+00:00December Autovista articles - BMW<p><b><span style="font-size: large;">BMW - From first mover to follower</span></b></p><p> <a href="https://autovista24.autovistagroup.com/news/bmw-and-electrification-from-first-mover-to-follower/" target="_blank">https://autovista24.autovistagroup.com/news/bmw-and-electrification-from-first-mover-to-follower/</a></p><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2021/12/P90330162_lowRes_the-bmw-i3-120-ah-09-1024x683.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="534" data-original-width="800" height="267" src="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2021/12/P90330162_lowRes_the-bmw-i3-120-ah-09-1024x683.jpg" width="400" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><br /><p></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com8tag:blogger.com,1999:blog-1399793419425111085.post-36979584924606619662021-11-25T16:53:00.001+00:002021-12-13T19:02:32.054+00:00Articles on Autovista24 - November update<p><span style="font-size: medium;"> My articles as guest writer at <a href="https://autovista24.autovistagroup.com/" target="_blank">Autovista24</a>:</span></p><h1 class="heading heading--2 m12__heading" style="box-sizing: border-box; font-family: Poppins, sans-serif; font-weight: 400; line-height: 56px; margin: 70px 0px 0px; overflow-wrap: break-word; position: relative; scroll-margin-top: var(--scroll-top);"><span style="font-size: large;"><a href="https://autovista24.autovistagroup.com/news/the-netherlands-where-charging-stations-grow-like-tulips/?utm_source=linkedin&utm_medium=social&utm_content=a24&utm_campaign=written" target="_blank">The Netherlands – where charging stations grow like tulips</a></span></h1><p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2021/11/Norway.Charging.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="533" data-original-width="800" height="267" src="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2021/11/Norway.Charging.jpg" width="400" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><p></p><h1 class="heading heading--2 m12__heading" style="box-sizing: border-box; font-family: Poppins, sans-serif; font-weight: 400; line-height: 56px; margin: 70px 0px 0px; overflow-wrap: break-word; position: relative; scroll-margin-top: var(--scroll-top);"><span style="font-size: large;"><a href="https://autovista24.autovistagroup.com/news/how-norway-and-pop-band-a-ha-paved-the-way-for-electric-car-adoption/" target="_blank">How Norway and pop band A-ha paved the way for electric-car adoption</a></span></h1><div class="separator" style="clear: both; text-align: center;"><a href="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2021/11/GettyImages-1154241826-1024x683.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="534" data-original-width="800" height="267" src="https://autovista24.autovistagroup.com/wp-content/uploads/sites/5/2021/11/GettyImages-1154241826-1024x683.jpg" width="400" /></a></div><br /><p><br /></p><p><br /></p><p><br /></p><p><a href="https://autovista24.autovistagroup.com/news/can-the-mercedes-benz-eqs-break-the-spell-of-tesla-domination/?utm_source=linkedin&utm_medium=social&utm_content=a24&utm_campaign=written" style="font-family: Poppins, sans-serif; font-size: x-large;" target="_blank">Can the Mercedes-Benz EQS break the spell of Tesla domination?</a></p><div><br /></div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgO3TJx3bBSE1VN0eb61rWDaZhrdQmC4qYlHBgKojVdRdr9_Ncf-Tw6G8jv0hMHJNEo1A4BcCtL9MKFOqyP7vUqYZJbDx-eFwl9cgcjIn5XEOTII9TowsNR7-LWtgL8zg8JBofgsRU3iizF/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="682" data-original-width="1024" height="266" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgO3TJx3bBSE1VN0eb61rWDaZhrdQmC4qYlHBgKojVdRdr9_Ncf-Tw6G8jv0hMHJNEo1A4BcCtL9MKFOqyP7vUqYZJbDx-eFwl9cgcjIn5XEOTII9TowsNR7-LWtgL8zg8JBofgsRU3iizF/w400-h266/image.png" width="400" /></a></div><br /><br /></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com7tag:blogger.com,1999:blog-1399793419425111085.post-79679961739216294042021-10-31T12:25:00.002+00:002021-12-13T18:59:20.490+00:00Last articles on CT (13/12 update)<p> ...To help with the transition to CT, here are some quick links to my latest articles:</p><p><br /></p><p>Global Top 20 (October):</p><p><span style="color: #0000ee;"><u>https://cleantechnica.com/2021/12/01/top-electric-vehicles-in-the-world-october-2021/</u></span></p><p><span style="color: #0000ee;"><u><br /></u></span></p><p>Europe (October):</p><p><a href="https://cleantechnica.com/2021/10/27/tesla-leads-the-bev-takeover-in-europe-in-september/">https://cleantechnica.com/2021/11/30/13-of-auto-sales-in-europe-were-fully-electric-vehicles-in-october/</a></p><p><span style="color: #0000ee;"><u><br /></u></span></p><p>China (October):</p><p><span style="color: #0000ee;"><u>https://cleantechnica.com/2021/11/24/16-plugin-vehicle-share-in-chinese-auto-market/</u></span></p><p><span style="color: #0000ee;"><u><br /></u></span></p><p>Germany (October):</p><p><span style="color: #0000ee;"><u>https://cleantechnica.com/2021/11/18/30-plugin-vehicle-share-in-german-auto-market/</u></span></p><p><span style="color: #0000ee;"><u><br /></u></span></p><p>France (November): </p><p><span style="color: #0000ee;"><u>https://cleantechnica.com/2021/12/12/plugin-vehicles-23-of-new-car-sales-in-france-2/</u></span></p><p><span style="color: #0000ee;"><u><br /></u></span></p><p>Netherlands (November):</p><p><span style="color: #0000ee;"><u>https://cleantechnica.com/2021/12/10/netherlands-reaches-28-bev-share-in-november/</u></span></p><p><span style="color: #0000ee;"><u><br /></u></span></p><p>RSS feed: <span face="Arial, Tahoma, Helvetica, FreeSans, sans-serif" style="background-color: white; font-size: 12px; text-align: justify;"><a href="https://cleantechnica.com/author/josepontes/feed/">https://cleantechnica.com/author/josepontes/feed/</a></span></p><p>All EV Sales related articles on CT: <a href="https://cleantechnica.com/tag/ev-sales/">https://cleantechnica.com/tag/ev-sales/</a></p><p><br /></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com20tag:blogger.com,1999:blog-1399793419425111085.post-71772585437626182021-06-15T23:12:00.001+00:002021-09-19T21:01:47.047+00:00Interview to EV Universe (2nd part added)<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blog.evuniverse.io/jose-pontes-the-electric-vehicle-numbers-guy/" style="margin-left: 1em; margin-right: 1em;" target="_blank"><img alt="" data-original-height="500" data-original-width="500" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhpJJcQPLEyzI4FEbBWv-E2qGm9Iq84ww2vW1RzGKroON1JgcV_PizpM4yUONVdSSV80Y3k89USkEamFRFirMC0jOAb1Ydk_MFFKFooH7QtbrDs1s_DIrcYHiz-owYck6UnRGlPCjsCdwbZ/" width="240" /></a></div><br /><p></p><p><span style="font-size: medium;"><a href="https://blog.evuniverse.io/jose-pontes-the-electric-vehicle-numbers-guy/" target="_blank">A great interview</a> by Jaan, of <a href="https://blog.evuniverse.io/" target="_blank">EV Universe</a>, someone passionate for EVs and with a keen eye on the latest developments, i believe we should follow his work in the future, i know i will!</span></p><p><br /></p><p><b><a href="https://blog.evuniverse.io/jose-pontes-the-electric-vehicle-numbers-guy/" target="_blank"><span style="font-size: medium;">Part One here</span></a></b></p><p><b style="font-size: large;"><u><a href="https://blog.evuniverse.io/podcast-ep-2-part-2-jose-pontes-the-ev-numbers-guy/" target="_blank">Part Two here</a></u> </b></p><p><br /></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com9tag:blogger.com,1999:blog-1399793419425111085.post-58444434058398953902021-06-15T08:27:00.405+00:002021-06-20T11:21:14.344+00:00The end of EV Sales<div class="separator" style="clear: both; text-align: center;"><iframe allowfullscreen="" class="BLOG_video_class" height="266" src="https://www.youtube.com/embed/6FMGYycBAMU" width="320" youtube-src-id="6FMGYycBAMU"></iframe></div><div><br /></div><div><span style="font-family: arial;"><br /></span></div><div><span style="background-color: white;"><span style="font-family: arial;"><a href="http://ev-sales.blogspot.com/2012/12/first-post.html" target="_blank">"Hello, my name is Jose Pontes and i'm a what you can call a car geek, with a particular interest in the green side of the auto landscape."</a> - It was with these words that i introduced myself on the first post, back in late 2012, explaining why i had created this blog and promising to post reports on the 25(!) markets i was already covering by then. </span></span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Back in those days, the EV Revolution was far less certain than it is now, and PHEV sales were ahead of BEVs, but on the <a href="http://ev-sales.blogspot.com/2012/12/my-2013-ev-preview.html" target="_blank">2013 Preview</a> post, i was mentioning several important additions, like the Renault Zoe, BMW i3, VW e-Up and a certain Tesla Model S...</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">For me it was interesting to see what i wrote then about these models, saying things like the Zoe had everything to become the Best Selling EV in Europe (so far, it has 3 Best Seller trophies - 2016, '17 and '20), questioning if the BMW i3 high price wouldn't prevent it to become a Best Seller (it's highest standings in Europe were a #2 spot, in 2017, and one #3 in 2018, while the much cheaper Zoe has always been on Europe's podium since 2013...).</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Of course, not everything i wrote was prescient, after all, despite saying that the Tesla Model S was going to be the poster car for the EV Revolution, i had doubts that it would top the charts...Which it did, winning the Global Best Seller status in 2015, and earning 3 more podium positions (#3 in 2014, and #2 in 2016 & '17).</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Funny enough, in August 2013, i made an update to that post, reporting that Volkswagen was sabotaging their own electric efforts. Remember, this was still pre-dieselgate Volkswagen Group, when it was still on the wrong side of the Revolution... </span></div><div><span style="font-family: arial;"> </span></div><div><span style="font-family: arial;">And volumes were far smaller than now, in the final<a href="http://ev-sales.blogspot.com/2013/02/world-full-year-2012.html" target="_blank"> 2012 Global ranking</a>, i was celebrating that fact that sales had doubled regarding 2011, to...124.000 units. Right now, China or Europe alone beat that number in a single month...That's how far we have become.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">EV Sales continued to grow at 50%-plus fates in the following years, but by 2015, plugins were still seen by the mainstream media and most of the Legacy OEMs as "something for the future", that indefinite thing that can be 5 or 25 years time...</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Until <a href="http://ev-sales.blogspot.com/2015/09/das-diesel-gate.html" target="_blank">Dieselgate</a> hit. </span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">After the presentation of the Tesla Model S, this was the second accelerator moment of the EV Revolution, as it forced one of the biggest Global Legacy OEMs to make a sudden change of direction and bet on whatever EV projects they had at the time, looking back, that <i>near death experience</i></span><span style="font-family: arial;"> is what allowed them now to be one step ahead of the remaining Legacy competition, after all, of the Top 3 Legacy OEMs (VW, Toyota, Renault-Nissan), the VW Group is the only one on the plugin Top 5 (either PEV or just BEV), as the Japanese maker continues a laggard, and the Alliance is constantly losing charge since Carlos Ghosn left the company.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Another accelerator was the presentation, and subsequent <i>reservation fever</i>, of the Tesla Model 3, <a href="http://ev-sales.blogspot.com/2016/12/2016-in-review.html" target="_blank">back in 2016</a>, for the first time, an EV was playing head to head with the best ICE Best Sellers, not only in specs, but also in price, something that still today most BEVs lose out to their ICE counterparts.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">In 2017, <a href="http://ev-sales.blogspot.com/2018/01/world-top-20-december-2017.html" target="_blank">the Plugin market hit its first million units in one year</a>, and growth rates continued at 50%-plus rates, so we would have the global market fully electrified by 2030...</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">But then, subsidy changes in China, <a href="http://ev-sales.blogspot.com/2019/07/china-june-2019.html" target="_blank">by mid-2019</a>, have sent Chinese EV Sales down a cliff, and because at that time, they represented 66%(!) of the global BEV sales, global sales suffered, leading to a full year of constant drops, <a href="http://ev-sales.blogspot.com/2020/03/the-ev-revolution-and-coronavirus.html" target="_blank">with the Covid pandemic, that had revealed itself in late 2019, helping along</a>, in the first months of 2020. </span></div><div><span style="font-family: arial;"><br /></span></div><span style="font-family: arial;">And after a recovering Q3 2020, Global EV Sales went into overdrive last October, with 3-digit growth rates ever since, shortening the expected full electrification horizon to 2027/28...</span><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">We have not only surpassed the <i>"Will EVs win?"</i> question, but we are now also surpassing the <i>"How fast?"</i> question (answer: Before 2030), from now on, the electrification process is more or less predictable, being a true <i>arms race</i> between all the OEMs (Legacy, Chinese, Startups, etc) for supremacy/survival, and with electrification now becoming mainstream, last year, 10% of all new passenger cars globally had some form of electrification system, i believe the mission of this blog <i>(document and promote the EV Revolution)</i> is coming to an end.</span></div><div><span style="font-family: arial;"><br /></span></div><h2 style="text-align: left;"><span style="font-family: arial;"><b>As such, it is with some sadness that i am announcing that i will stop posting new articles on the EV Sales blog</b></span></h2><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Besides personal reasons, namely lack of time, EV Sales started out because there was little available data on plugin sales, but now there are several media outlets that play that role, so one can say that the blog has already fulfilled its role, now that others are doing what EV Sales has done over the last 9 years, its time for the EV Sales blog to enjoy its retirement, in a tropical island by the sea, while drinking a Marguerita.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">For those that on top of the EV Sales data, enjoy my writing and would like to continue following my analyses, digressions and rants, <a href="https://cleantechnica.com/2021/06/16/plugin-vehicles-score-24-of-auto-sales-in-the-netherlands-may-2021/" target="_blank">i will continue writing on CleanTechnica</a>, as i had in the past, and nothing will be changed there.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;"><b>To all the readers that have formed this EV Sales community over the years, and to those in particular that have helped the blog to florish, be it through suggestions or new data, i want to leave my sincere gratitude here, this wild ride wouldn't have been possible without your help.</b></span></div><h1 style="text-align: left;"><span style="font-family: arial;"><br /></span><span style="font-family: arial;">Goodbye and good luck y'all!</span></h1><div><p><br /></p></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com181tag:blogger.com,1999:blog-1399793419425111085.post-1448336070788272612021-06-15T05:46:00.001+00:002021-06-15T05:46:00.248+00:00Netherlands May 2021<blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><p style="text-align: left;"> <b style="background-color: white; font-family: arial; font-size: 13.2px; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6rLybBQr2Oeqq_LHXzFAwq_FOOY8b8MCrJg5Hs9D9M1pK0vj81JoMXekO92KaxAHUNVqXmZd-J_6OkX14tEPObUm-keEuT42THsmV56aMTGzFJu_n-hPQbsKW79-YP3Zp3dQjo9mW2zYj/" style="color: #512aff; margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="1080" data-original-width="2900" height="149" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6rLybBQr2Oeqq_LHXzFAwq_FOOY8b8MCrJg5Hs9D9M1pK0vj81JoMXekO92KaxAHUNVqXmZd-J_6OkX14tEPObUm-keEuT42THsmV56aMTGzFJu_n-hPQbsKW79-YP3Zp3dQjo9mW2zYj/w400-h149/image.png" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial; border: 1px solid rgb(236, 236, 236); box-shadow: rgba(0, 0, 0, 0.1) 1px 1px 5px; padding: 5px; position: relative;" width="400" /></a></b></p></blockquote></blockquote><span style="background-color: white; font-family: arial; font-size: 13.2px;"><b><br /><br /></b></span><p style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;"></p><p style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif;"><span style="font-family: arial;"><b>Skoda Enyaq superstar in hot market (24% share!)</b></span></p><div class="MsoNormal" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">The Dutch PEV market continues on the fast lane, with 5,986 plugin registrations, placing last month PEV Share at 24% (13% BEV), pulling the year to date PEV share to 18% (7.9% BEV), which is still down on last year result (25%), but already above with the 2019 score (15%), and expect this year result to continue growing throughout the year, as term of comparison, in May 2020, the YTD share was at 12%, which could mean that if witness another strong end of year peak, we could see the plugin share end North of 30%...Not bad, eh?</span></div><div style="margin: 0px;"><br /></div><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Breaking down registrations between each plugin powertrain, BEVs continue to recover ground, having 56% of April's registrations, the first time this year that pure electrics outsold plugin hybrids,</span><span style="background-color: transparent; font-family: arial;"> and YTD they are now responsible for 44% of plugin sales, expect pure electrics to continue recovering ground throughout the year, although, with BEVs gradually losing their fiscal incentives year after year, plugin hybrids are recovering their space in the market, highlighting just how sensitive to incentives the plugin market still is.</span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhP3revw1WF7E-JuS-37F0Xuuki0Y9L6MOnT3nkJTAepEx_GI_S_wtiD-0eRuGH5xZHyl6lHXynlGXBIQBWiYLC8Qq-ouquqWXGox5072Hr2qalbHqbTsnMHJCp-n5aaCdbQ9VA2sMyqyX4/s494/NL+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="494" data-original-width="293" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhP3revw1WF7E-JuS-37F0Xuuki0Y9L6MOnT3nkJTAepEx_GI_S_wtiD-0eRuGH5xZHyl6lHXynlGXBIQBWiYLC8Qq-ouquqWXGox5072Hr2qalbHqbTsnMHJCp-n5aaCdbQ9VA2sMyqyX4/s16000/NL+M.jpg" /></a></div><br /></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;">In May</span><span style="background-color: transparent; font-family: arial;">, the leader was the recently arrived Skoda Enyaq, </span><span style="background-color: transparent; font-family: arial;">scoring its first win in only its second month on the market, with 848 units, with another surprise showing up in the runner-up spot, as the Ford Mustang Mach-E joined the table in its first full month on the market, with 400 registrations, with the last position of the podium going for the popular Volvo XC40 PHEV, with 392 registrations, the Swede's best score in a year.</span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But the Mustang wasn't the only Ford having a great month, because j</span><span style="background-color: transparent; font-family: arial;">ust outside the podium, the Ford Kuga PHEV reached the 5th place thanks to 339 units, its second peroformance in a row(!), while the VW ID.4 was 6th, with 219 units, and the BEV version of the XC40 was 7th, with 200 units</span><span style="background-color: transparent; font-family: arial;">.</span></div></div></div></div></div></div><div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, and a sign of where the market is heading, all Top 9 Best Sellers are either crossovers or SUVs, with the best positioned "car" (Peugeot 208 EV) only showing up in #10.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the second half of the table, we have a few surprises, like the #13 spot of the Lynk & Co 01 PHEV, with Geely's post-modern brand already showing up in the table in only its second month on the market, which could mean that the Chinese brand could become a regular face here, while the Citroen C4 EV won its first table presence, thanks to a record 66 deliveries, ending the month in #20.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, Stellantis was the OEM with the higher number of models in May's Top 20, with 5 representatives, coming from 4 different brands, without many</span><span style="font-family: arial;"> headlining articles or PR stunts, the </span><i style="font-family: arial;">French-Italian-German-American</i><span style="font-family: arial;"> conglomerate is slowly making its way into the top positions...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span style="background-color: transparent;">Outside the Top 20, May saw the Porsche Taycan score 60 units, its best score in 9 months, while Tesla delivered 61 Model 3's, with the Californian brand preparing the assault to June's Best Seller trophy</span><span style="background-color: transparent;">. </span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span face="arial, sans-serif"><i><span style="font-family: arial;"><br /></span></i></span></div></div></div></div></div></div></div></div></div></div><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjMUjoihHliHoBqUI-Y3cffOw3JpmAaSoM8tns-qi8OLbqrkkcDWVEAP7-NWITLiaVqdqd6EKAqBabXLLkSNVIAnikYVvKDcVlCVYnTKErubVD4SLF8DXuC5pzI0zTgYN42r6QeKOqI_Zn/s494/NL.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="494" data-original-width="314" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjMUjoihHliHoBqUI-Y3cffOw3JpmAaSoM8tns-qi8OLbqrkkcDWVEAP7-NWITLiaVqdqd6EKAqBabXLLkSNVIAnikYVvKDcVlCVYnTKErubVD4SLF8DXuC5pzI0zTgYN42r6QeKOqI_Zn/s16000/NL.jpg" /></a></div><div class="separator" style="clear: both;"><br /></div></div><div align="center" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="MsoNormal" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin-bottom: 0px;"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the 2021 ranking, if the leader Volvo XC40 PHEV (still) remains untouchable, below it there is much to talk about, with the Skoda Enyaq benefiting from a strong May to jump 12 spots, into the 2nd place, with the Czech <i>station-wagon-desguised-as-SUV</i> now being the most serious candidate to replace the Volvo XC40 PHEV from the Best Seller status, while the #4 Ford Kuga PHEV and #3 Kia Niro EV are separated by just 28 units, so we might see a position change here soon.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The Renault Captur PHEV was up two spots, to #8, thus making 9 Crossovers/SUVs in the top positions. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the second half of the table, a mention to the Ford Mustang Mach-E joining the table in #12, so Ford's EV seems destined to higher grounds (Top 5?), while the BMW iX3 was also up, having climbed to #15.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Another BEV joining the table was the #18 Peugeot 208 EV, although in this case, it was at the expense of its French arch rival, the Renault Zoe... </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">And highlighting Peugeot's good moment, the 2008 EV crossover is now #21, just 12 units behind the #20 BMW X3 PHEV, so expect another <i>Lion</i> on the table soon...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;">In the manufacturers ranking, Volvo <span style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal;">(16%)</span> is the Number One brand, with BMW (13%, down 1%) in the runner-up position, while a rising Ford (7%, up 3%) removed Volkswagen (6%) from the podium, the also rising Skoda (6%, up 3%) is also looking to beat the German maker.</span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjFBvgU3LcitOlMy6m_WliM4bJ4rCzm2eeysaVbHRgM07GvY-7leEzHdsZK7Zq5imgBOYHs433F3c-krzUlXpAOW3GiaS1w306VxWr4f4OduEYuNMcD8PcwQHPloCOi-0NIhy3DWlVtmsmW/s187/NL+OEM.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="131" data-original-width="187" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjFBvgU3LcitOlMy6m_WliM4bJ4rCzm2eeysaVbHRgM07GvY-7leEzHdsZK7Zq5imgBOYHs433F3c-krzUlXpAOW3GiaS1w306VxWr4f4OduEYuNMcD8PcwQHPloCOi-0NIhy3DWlVtmsmW/s0/NL+OEM.jpg" /></a></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">As for OEMs, balance is the word, with the VW Group (19%, up 3%) surpassing Geely-Volvo (18%) in May, while the BMW Group (14%) is not far away.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Outside the podium, we have Stellantis (11%) surpassing the Renault-Nissan Alliance (10%).</span></div><div><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com6tag:blogger.com,1999:blog-1399793419425111085.post-91171604362983907682021-06-09T04:59:00.240+00:002021-06-09T04:59:00.251+00:00France May 2021<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjjISORbBfa7D4esRwPxvq6ZBFfKilp4NVSsULontpdhIe10XNVLIS5CGZi4KO2Qqbw2rirfBgb-hW-F0qx2npjQnTA4dfu9n9BZ_ffBi150xesrAa-RLD2oxCUKzeCIJnJ4o_JpFOkvOQO/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="384" data-original-width="512" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjjISORbBfa7D4esRwPxvq6ZBFfKilp4NVSsULontpdhIe10XNVLIS5CGZi4KO2Qqbw2rirfBgb-hW-F0qx2npjQnTA4dfu9n9BZ_ffBi150xesrAa-RLD2oxCUKzeCIJnJ4o_JpFOkvOQO/" width="320" /></a></div><br /><br /><p></p><p> <b style="background-color: white;"><span style="font-family: arial;">Zoe #1 in May, Model 3 #1 YTD</span></b></p><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"></div></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span lang="EN-US">The French plugin market continues on the fast lane, with May's</span><span style="background-color: transparent;"> plugin share reaching 17% last month (8.2% BEV), pulling the YTD share to a record 15% (7.1% BEV), which is a good 4% increase over the 2020 result (11%), with the 20% share i predicted for the whole year looks well on target.</span><span style="background-color: transparent;"> </span></span><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, most of the growth is coming from PHEVs, with plugin hybrids representing 53% of registrations in May, 1% above this year average and a significant jump over the 40% they had in 2020. Maybe it's time to cut subsidies on plugin hybrids?</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWjRgVz5PWsvNuRWAUs-LqbM0xGkMGf3LGHcsRIrnJH10JfJu5AuQ4EyH-ANN3qkevwJ7C-FIsAVhVIolsyYOhy7L1mb2Q1fQWyfVSQyjLX973u7yXZiULR0ge2zxwaAn6LVrvD5Vp1kIL/s493/FR+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="493" data-original-width="282" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWjRgVz5PWsvNuRWAUs-LqbM0xGkMGf3LGHcsRIrnJH10JfJu5AuQ4EyH-ANN3qkevwJ7C-FIsAVhVIolsyYOhy7L1mb2Q1fQWyfVSQyjLX973u7yXZiULR0ge2zxwaAn6LVrvD5Vp1kIL/s16000/FR+M.jpg" /></a></div><br /></div><div class="separator" style="clear: both;"><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">For the first time this year, in May the Renault Zoe managed to win its domestic Best Seller trophy, thanks to 2,577 units, a new year best, so it looks the French maker has (finally) recovered from the late 2020 <i>registration fever</i>, and is back at its usual self, so expect the Zoe to collect a few more trophies during the next months...</span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">...But not in June, because that one seems destined for the Tesla Model 3, that pulled out a surprising 2,111 registrations score last month, with the sports sedan now set to score a new personal best next month (5,000 units? 6,000?), thus beating the expected 3,000-3,500 June score of the Renault Zoe. </span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">These are bad news for the Peugeot 208 EV, 4th in May, with 1,199 units, because not only the Top 2 are in good shape, but also because its stablemate Peugeot 3008 PHEV (#3, 1,712 units), thanks to its recent facelift, the crossover is running in high voltage, scoring another near-record score, it means the small Pug should only have a chance at a podium seat in July, time when the Model 3 takes its usual <i><strike>vacances</strike></i> month off.</span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the first half of the table, the biggest surprise is the appearance of SAIC's MG eHS PHEV in #7, with 590 deliveries, shattering its previous record, and making an impressive result for the Sino-British SUV, being also the highest standing ever for a SAIC model in France.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Another surprise on the first half of the table is the instant success of the #8 Hyundai Tucson PHEV, that scored 578 units right in its landing month, so expect the popular Korean SUV to continue riding the wave of success, maybe even scoring a few Top 5 positions soon. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Elsewhere, a mention to the record score of the #19 Audi Q3 PHEV, with 359 units, while its <i>less aspirational</i> relative Volkswagen Tiguan PHEV was #20, with 338 units.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;">Below the Top 20, a mention to the 331 deliveries of the popular Ford Kuga PHEV, while the Skoda Enyaq had 234 units in only its second month on the market, and keeping with the VW Group compact SUV/Crossover topic, the new Cupra <strike>Terminator</strike> Formentor PHEV had a record 253 units score last month, so the sporty crossover could be another candidate for a Top 20 presence.</span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpuWL9ZXLmdlO6kSf1mpsyYhQEX7S3kKYuoamKIZAL9K3T12e37kWZ-oKydshBsuEZrM8frq8T7Smor5bNwP1ek1X-O4F5zWprFm6dMDLOI4JokNvscFKKLYik649L2NVwQk1Zqa8FtvoD/s493/FR.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="493" data-original-width="316" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpuWL9ZXLmdlO6kSf1mpsyYhQEX7S3kKYuoamKIZAL9K3T12e37kWZ-oKydshBsuEZrM8frq8T7Smor5bNwP1ek1X-O4F5zWprFm6dMDLOI4JokNvscFKKLYik649L2NVwQk1Zqa8FtvoD/s16000/FR.jpg" /></a></div><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div><div style="margin: 0px;"><div class="MsoNormal" style="background-attachment: scroll; background-image: none; background-repeat: repeat; background-size: auto; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 18px; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the 2021 ranking, the Peugeot 208 EV had a steep crash from the leadership, with the Tesla Model 3 (new #1), Peugeot 3008 PHEV (#2) and Renault Zoe (#3) all surpassing the Peugeot EV, in fact this is the first time this year that the Zoe is ahead of its arch rival...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br />But not all are roses in the Renault team, as the Renault Twingo (only 490 units last month) lost significant ground to its Stellantis rival, with the French EV hanging by a thread (or 13 of them, to be more accurate) to the 6th position, with the Fiat 500e looking set to climb one position next month and beat the local hero in the City car category.</span><span style="font-family: arial;"> </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The second half of the table had a number of changes, namely the Volvo XC40 PHEV climbing one position, to #12, which was the same number of positions that the Mini Cooper EV climbed, now in #15.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the last positions of the table, the Renault Megane PHEV jumped two spots, to #18, while the Ford Kuga PHEV joines the table in #20.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Looking at the manufacturers ranking, Peugeot (18%) and Renault (15%) are stable in the top positions, while Tesla (8% share, up 1%) closes the podium, ahead of the rising Mercedes (7%, up 1%) and Volkswagen (6%).</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigdkqXtGo1Qb7vcrw6VPoQmaQI0YtfsW7MZ95uf1HgtmLp8KtisZgcgGfAyk4ttHwjqA4shqrTrsqslpRDjxoMh6TSwcbMH4SefD4qCVdXoROOKHes7Gk-PpmgfWUJ1dR5T59_Axa0DeSP/s193/FR+OEM.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="132" data-original-width="193" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigdkqXtGo1Qb7vcrw6VPoQmaQI0YtfsW7MZ95uf1HgtmLp8KtisZgcgGfAyk4ttHwjqA4shqrTrsqslpRDjxoMh6TSwcbMH4SefD4qCVdXoROOKHes7Gk-PpmgfWUJ1dR5T59_Axa0DeSP/s0/FR+OEM.jpg" /></a></div><br /></div><div style="margin: 0px;"><br /></div></div></div></div></div></div></div></div></div></div><div class="MsoNormal" style="background-attachment: scroll; background-image: none; background-repeat: repeat; background-size: auto; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 18px; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">As for OEMs, Stellantis is the major force, with a commanding 30% share, with the Renault-Nissan Alliance far behind, with only 16%, while the best foreign OEM is the Volkswagen Group, with 13% share (up 2%), well ahead of Tesla, BMW Group and Daimler.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">It is impressive that Tesla, with only one model, can sell as much as both German Premium OEMs, that have lengthy plugin lineups, isn't it?</span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com35tag:blogger.com,1999:blog-1399793419425111085.post-63502058772126771602021-05-31T04:12:00.236+00:002021-05-31T04:12:00.244+00:00Global Top 20 April 2021<blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><p style="text-align: left;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1CD6p_qxLOMxzAn0gAsQrrCXZ_do_5lEPqpBaY6Qrq2JckKcEV1l1yTaOuFaJRZ6pAO6ks0IzuVdKosPEnwJjqr7gX2VRe2QI8FnJlClndQC9nWptVTSiQRnfKF69qaLHF0R9dQ8qo_z9/" style="color: #2d1fad; margin-left: 1em; margin-right: 1em; text-align: center; text-decoration-line: none;"><img alt="" data-original-height="375" data-original-width="750" height="160" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1CD6p_qxLOMxzAn0gAsQrrCXZ_do_5lEPqpBaY6Qrq2JckKcEV1l1yTaOuFaJRZ6pAO6ks0IzuVdKosPEnwJjqr7gX2VRe2QI8FnJlClndQC9nWptVTSiQRnfKF69qaLHF0R9dQ8qo_z9/" style="background: rgb(255, 255, 255); border: 1px solid rgb(236, 236, 236); box-shadow: rgba(0, 0, 0, 0.1) 1px 1px 5px; padding: 5px; position: relative;" width="320" /></a></p></blockquote></blockquote></blockquote><br /><p></p><p><span style="font-family: arial;"><b style="margin: 0px;">Models: Wuling Mini EV #1 in April </b></span></p><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="margin: 0px;"><b style="margin: 0px;"><span style="font-family: arial;"><br /></span></b></span></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;">Registrations were up for an impressive 249% last month, to some 392,000 units, the 4th best month ever, with BEVs jumping 235%, to some 251,000 units, so we might be seeing the plugin market hit 5 million units this year</span><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;">. </span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;"><span style="font-family: arial;">These impressive results this year kept the 2021 PEV share to 5.7% <i><span style="color: #2b00fe;">(3.7% BEV)</span></i>, which is already significantly above the 4% of last year, and expect it to continue growing throughout the year, to a large single digit number, as Disruption (eg, two digit market shares) on a global level is looking set to happen in the last months of this year, or 2022, the latest.</span></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">The future will depend much on the development of the pandemic and on the following economic recovery, but whatever happens, expect plugins to increase significantly its PEV share on the way</span><span face="arial, tahoma, helvetica, freesans, sans-serif">.</span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;"><span style="font-family: arial;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYFXXjkj1DQC0z6pjczKqSTSGkNuhflKVOZnsr_uZ3dsvB8Ek9g17XwfJW-njUOnfKGg2ZV0_i3xey_zUYuZgrEkq5Ae3ErBkYs8ExwSotFSrEKrrvB0WaRyMKf_2aYa86Ev9noEQEOfux/s277/Top+5+Models.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="134" data-original-width="277" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYFXXjkj1DQC0z6pjczKqSTSGkNuhflKVOZnsr_uZ3dsvB8Ek9g17XwfJW-njUOnfKGg2ZV0_i3xey_zUYuZgrEkq5Ae3ErBkYs8ExwSotFSrEKrrvB0WaRyMKf_2aYa86Ev9noEQEOfux/s0/Top+5+Models.jpg" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></span></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">There are two new faces on the Top 5, with the VW ID.4 debuting in 4th, with 10,318 units, its first five-digit score, while its (slightly) older brother, the ID.3, makes its first appearance this year, in #5.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">In the podium, besides the Wuling Mini EV return to the top position, after a win in January, there an important mark concerning both Teslas, as last month the Tesla Model Y managed to beat the Model 3 for the first time ever, something that i believe will become the norm in a not too distant future.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Just below this Top 5, we have the Li Xiang One showing up in #7, becoming April's Best Selling PHEV, ahead of two</span><span style="font-family: arial;"> Volvos, the XC60 PHEV (5,005 units), and the Volvo XC40 PHEV (4,589), highlighting the good moment of the Swedish maker. </span></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSYYzBrmYZ7sdjta_G5SJ1CPdIP6E9qHnhhfyjCHxuReeYy8VG-bhJoMceRgtID9QJrjELj92GzmlgOj7dGppqI8CfeAN-IsJKHFr_vIyUDZprYiME2HSuu9F_Zv6q4l6BRMhcnaSAxexz/s487/Top+20+Models.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="487" data-original-width="410" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSYYzBrmYZ7sdjta_G5SJ1CPdIP6E9qHnhhfyjCHxuReeYy8VG-bhJoMceRgtID9QJrjELj92GzmlgOj7dGppqI8CfeAN-IsJKHFr_vIyUDZprYiME2HSuu9F_Zv6q4l6BRMhcnaSAxexz/s16000/Top+20+Models.jpg" /></a></div><div class="separator" style="clear: both;"><br /></div><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px; text-align: center;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">On the YTD table, everything remained stable on the Top 5, but below it, balance is the word, with less than 4,000 units separating the #6 Nissan Leaf from the #20 Chevrolet Bolt.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">But despite this balance, there weren't much position changes to the table, with the most important being the Li Xiang One jumping to 12th, overcoming the BMW 530e/Le, that had a slow month, with the Chinese startup model now joining the full size category podium, while being just 481 units from the runner-up Audi e-Tron, so we might see the Chinese EREV overcome the big Audi soon and have a 1-2 Chinese leadership in the full size category, as the category leader, the #4 BYD Han EV, seems unattainable.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">Volkswagen had a great month, with the ID.4 joining the table in #13, thus making 15 BEVs in the Top 20, allowing the crossover to surpass for the first time its ID.3 relative, that despite this, had a positive month, with the German hatchback jumping 3 spots, to #13, with Volkswagen EV in recovery mode, the Nissan Leaf Best Seller status in the compact class is going to be tested soon, as both hatchbacks are now separated by less than 2,000 units.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">Outside the Top 20, there are a few interesting developments, the most surprising of all being the rise to #22 of the Toyota Prius PHEV, that thanks to 4,715 units in April, its best score in over 3 years, allowed the Japanese hatchback to be just 1,500 units behind the #20 Chevrolet Bolt, and highlighting Toyota's good month, the RAV4 PHEV had its best score so far, with 3,996 units, so don't rule out Toyota from the 2021 Best Sellers table just yet..</span><span style="font-family: arial;">.</span></div></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><br /></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;">Speaking of records, right now there are two models scoring consecutive record performances, with the BYD Qin Plus PHEV registering 3,603 units last month, it's 3rd record score in a row, while Hozon's Neta V had 3,846 units last month, it's second consecutive record, expect the BYD model to continue ramping up production (up to five-digits?), while one wonders if the startup Hozon has finally struck gold, with its small crossover.</div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><br /></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><div class="separator" style="clear: both; text-align: center;"><br /></div></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjyYgJLSIBWOhHfZgIHEBVDCVPs7ADocxsmQRFm3rXVVR0sBBDu669mqNV31TTwOek47N9tunZtd-xgFM6vBqO4_vCTxJWqp8p8DzgXXxt1qEPCr714x_xZ9L-Ci45jVBiR39IETUbzPZw/s489/Top+20+Brands.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="489" data-original-width="365" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjyYgJLSIBWOhHfZgIHEBVDCVPs7ADocxsmQRFm3rXVVR0sBBDu669mqNV31TTwOek47N9tunZtd-xgFM6vBqO4_vCTxJWqp8p8DzgXXxt1qEPCr714x_xZ9L-Ci45jVBiR39IETUbzPZw/s16000/Top+20+Brands.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><span style="font-family: arial;">Manufacturers: Volkswagen climbs to #3</span></b></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><b></b><i></i><u></u><sub></sub><sup></sup><strike></strike><br style="margin: 0px;" /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;">In April, Tesla took the monthly trophy, it's third in a row, but the top three brands were close, with only 1,874 units separating the #1 Tesla from the #3 Volkswagen</span></span><span face="arial, tahoma, helvetica, freesans, sans-serif">.</span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">Speaking of Volkswagen, the German brand has surpassed BMW in April and joined the podium, in 3rd, thanks to the good performances of the ID.3 and ID.4.</span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">By the look of things, do not expect BMW to hold on to the 4th position for long, as #5 BYD is recovering momentum and might already surpass it in May, leaving the Bavarian brand withing sight of the rising #6 Mercedes, that has won 3% share YoY, while in the same period, BMW dropped from 7% in April 2020, to the current 6%.</span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;">Peugeot joined the Top 10, while Kia also climbed one position, in this case to 12th, but with just 2,000 units separating the #10 Peugeot from the #13, anything can happen.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the lower half of the table, #18 GAC had its best score in 16 months, thanks to the landing of the new Aion Y. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div><span style="font-family: arial;">Outside the Top 20, a reference to the 6,062 registrations of Skoda, but the brands closer to join the table are the #21 Xpeng (18,436 units) and #22 Li Xiang (18,118).<br /></span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">By OEM, Tesla (14%, down 2%) is ahead, followed by SAIC (13%), with the Volkswagen Group (13%, up 1%) closing in on both. </span></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com45tag:blogger.com,1999:blog-1399793419425111085.post-33885863862087748442021-05-27T05:11:00.713+00:002021-05-27T05:11:00.281+00:00Europe April 2021<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWntKa-YzlFadtXWStdw-izOskc8fFv8-TvGGPVo3uR5CzMFW-7BOf8lKmzHtFR5raYS5mB_l7P0mI1UWG275_-GfwPKT_jS7d7yExRsjlrM85e0Lzst9P92TeTDX-qI-BtkHJnoZyLtRV/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="168" data-original-width="300" height="179" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWntKa-YzlFadtXWStdw-izOskc8fFv8-TvGGPVo3uR5CzMFW-7BOf8lKmzHtFR5raYS5mB_l7P0mI1UWG275_-GfwPKT_jS7d7yExRsjlrM85e0Lzst9P92TeTDX-qI-BtkHJnoZyLtRV/" width="320" /></a></div><br /><br /><p></p><p style="background-color: white;"><b><span style="font-family: arial;">1-2 win for Volkswagen</span></b></p><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><b><span style="font-family: arial;"><br /></span></b></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">The European passenger plugin market continues on the rise, having registered over 159,000 units in April, and 616,000 units YTD (+136% YoY), placing last month plugin share at 15% share (7.1% BEV)<span lang="" style="margin: 0px;">, keeping the 2021 PEV share to 15% (6.7% for BEVs alone).</span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="" style="margin: 0px;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="" style="margin: 0px;">Interestingly, if in April the overall market was up 23% YoY, something that would be expected, after all, 12 months ago markets were all being disrupted by the Covid pandemic, if we compare April '21 with April '19, the overall market was down 25%, which says a lot on the current electrification process.</span></span></div><div style="margin: 0px;"><span lang="" style="margin: 0px;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="" style="margin: 0px;">Growth came from both plugin fields, with BEVs recovering slightly in the plugin share (46% of sales in April, vs 45% YTD), mostly thanks to the BEV push from the Volkswagen Group, allowing the namesake brand to celebrate a 1-2 win in April, a first for the German maker</span>.</span></div></div><div style="margin: 0px;"><div style="margin: 0px;"><br /></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Last year winner Renault Zoe was only 5th last month, its lowest standing in over 3 years(!), so after the Nissan Leaf <i>(Best Seller in 2018, 7th in 2020, 16th now)</i> and the Mitsubishi Outlander PHEV <i>(3rd in 2019, 12th in 2020, now below the Top 20)</i>, the last bastion of success in the Renault-Nissan Alliance is also suffering, so the warning sirens must be ringing in the Renault & Nissan European HQ's... </span></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><b><span lang="" style="margin: 0px;">Looking at April Top 5 Models:</span></b></span><span face=""><br /></span></span></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""></span><br /></span></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><span style="font-family: arial;"><span lang="" style="margin: 0px;"></span></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="">#</span><span face="">1 <b>Volkswagen ID.4</b> – Sitting in the vortex of the current hottest trends (Plugins and compact Crossovers/SUVs) much is expected from the new Volkswagen, especially considering that its ID.3 sibling hasn't yet</span> <i>set the market on fire</i>...The ID.4 doesn't have much margin for failure, and so far it hasn't disappointed, after the 5,000 units of March, April saw it reach <b>7,565</b> registrations and win its first monthly Best Seller award, but one wonders at which point will it reach the cruise speed, and how high will it be, because the fiercest ID.4 competitor comes from the inside the <i>VW Galaxy</i> and it's not the ID.3...<i>(more on that below)</i>, but back at last month performance, the German EV had 3 markets in the four digits, with Norway (1,824 units), Germany (1,446) and Sweden (1,444) all scoring 4-digit performances.</span></div></div></div></div></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="" style="margin: 0px;"><span face=""><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="" style="margin: 0px;"><span face="">#2</span><span face=""> </span></span><span style="font-weight: 700;">Volkswagen ID.3</span> – <span style="font-variant-east-asian: normal; font-variant-numeric: normal;"><span lang="PT" style="font-variant-east-asian: normal; font-variant-numeric: normal;">After the end of 2020 registrations rush and subsequent <i>hangover</i>, the German hatchback is slowly returning to form, by having </span><span lang="PT"><b>5,941 </b>deliveries last month, its best score in 2021, allowing it to return to the podium and provide a 1-2 win for Volkswagen. Regarding April, the ID.3 performance was heavily based in its home market, with Germany taking almost 40% (2,264 units) of registratrions, being followed from a far by the United Kingdom (815 units) and Sweden (469).</span></span><br /></span><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><div><span face="" style="font-variant-east-asian: normal; font-variant-numeric: normal;"><span lang="PT"><span style="font-family: arial;">#3 <b>Ford Kuga PHEV</b> – After a few battery issues last year, the Ford compact crossover, known as Escape in the USA, is back in top form, having been last month best selling plugin hybrid, with <b>4,300</b> units, thus ending a 3 month winning streak from the Volvo XC40 PHEV. With Ford now launching the much antecipated Mustang Mach E in Europe, one wonders if the Kuga PHEV will suffer from internal competition in the coming months. In April, Germany was by far the best market for the Ford nameplate, with 1,196 deliveries, followed by the United Kingdom (612 units) and Denmark (630), with the popularity of the Kuga PHEV in the Nordic country being a true case study, as the crossover was already the Best Seller in the overall Danish market in more than one occasion. </span></span></span></div><div></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="">#4</span><span face=""> </span><b>Volvo XC40 PHEV</b><span face=""> </span><span face="">- The smallest of Volvo's PHEV lineup continues its road to success</span><span face="">, together with the popularity of the XC40 in the overall European market (compact SUVs/crossovers are all the rage now), with the Swedish carmaker selling their plugin hybrid versions as <i>just another trimline</i> in Europe, the XC40 PHEV has become a hot seller across Europe, and that is visible in the sales distribution, in April, the Belgian-built Volvo scored <b>4,118</b> registrations, with several markets scoring similar results, like in Germany (540 units), the United Kingdom (562), Italy (532), France (487) and Belgium (474). Without production constraints and experiencing strong demand, the compact Volvo remains the strongest candidate for the 2021 PHEV Best Seller title. </span></span></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span face=""><div><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="" style="margin: 0px;">#5 <b>Renault Zoe</b> – The <b>4,083 </b>deliveries show that the French hatchback is yet to recover from the last year end peak effort, and one now wonders if demand will ever recover, and this is especially more worrying when we consider the context of doubling sales in the European BEV market. In any case, the main markets in April were the usual, with Germany (1,268 units) leading, followed by France (1,265), while Italy (721), was a distant 3rd</span><span face="" lang="" style="margin: 0px;">. </span></span></div></div></span></div><div style="margin: 0px;"><br /></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmwZ-cZi34LUckIbvPVJmYSwidNSvEmA9U1GjcEkYvdD-l_ROR86D-q_gbL_7b2HxLghOUWpvMnPJz1E2fJUu5Fw8H6jrq8Z_hDR3ze3pK7jjC47jIlLmeCRmUIpeDKFiKPreT4wmW5MA9/s450/EUR+M.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="450" data-original-width="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmwZ-cZi34LUckIbvPVJmYSwidNSvEmA9U1GjcEkYvdD-l_ROR86D-q_gbL_7b2HxLghOUWpvMnPJz1E2fJUu5Fw8H6jrq8Z_hDR3ze3pK7jjC47jIlLmeCRmUIpeDKFiKPreT4wmW5MA9/s16000/EUR+M.jpg" /></a></div><br /></div></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div style="margin: 0px;"></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the remaining April table, one should highlight the Peugeot 208 EV ending less than 500 units behind its arch rival Renault Zoe, so the <i>Pug</i> could very well win soon the monthly sub-compact/B-segment Best Seller trophy, a first for the small Peugeot and also a mark in the rise of Stellantis as a major force in the market.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Still on the subject of Stellantis, the #6 Peugeot 3008 PHEV and the #10 Fiat 500e had their highest table standings this year last month, thus making 3 Stellantis models in the Top 10, a new record for the Conglomerate.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But looking at the Top 20, the OEM with the most number of models was the VW Group, with 5 models, <b>all BEV</b>, besides the aforementioned ID.3 & 4, the Audi e-Tron was 12th, the VW e-Up was 15th, and in #19 we have the Skoda Enyaq, that joined the table right in its first full sales month, and do not be surprised if the <i>Czech-station-wagon-that-thinks-it's-an-SUV</i> reached the Top 10 in May, as the Skoda EV is currently the <strike>most competitive MEB-based model</strike> one of the best EVs around, maybe even the best reasonably priced family EV in the market, with competitive pricing, space and practicality, without losing much in <i>premium-ness </i>to its VW counterparts...Actually, i believe the only thing stopping it from having even greater success is the badge itself, had it a more popular/"aspirational" badge and it could become the Best Selling EV in Europe.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Another OEM with a good month was Daimler, with 2 Mercedes and 1 Smart models in the table, with the popular GLC PHEV returning to a Top 10 position, while the Smart Fortwo EV continues to post solid results, despite its </span><span style="font-family: arial;">underwhelming specs.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Outside the Top 20, a mention to 4 BEVs in the vicinity of a Top 20 position, 2 from Stellantis, the Opel Corsa EV (2,272 units) and the crossover Peugeot 2008 EV (2,122), while the other 2 are from the BMW Group, with the Mini Cooper EV (2,283 units) ahead of the veteran BMW i3 (2,043).</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Expect the Opel and Peugeot to reach Top 20 positions during the current months, something that the Mini should also achieve, as for the German EV...Come on, BMW put on a 55 kWh battery in it, the i3 deserves to end its career with a bang, and a new, bigger battery, would the the perfect excuse to do so, after all, its design continues fresh and it is still the best premium small EV around...And a future classic.</span></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"></div><div align="center" style="background-color: white; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg516SlBCzLYIxTef2eMwwWB03c56AZ-Y5NrU63FOg6stmjeP5JPdpEuns092TjbxRt3MVA3fUlTR_Z5vSHEWFWn-GsbKyM6Yspf-3XQR8Ni71hz1R3B9lQAc6HbAk90BIkrkDbMb5CKAOI/s451/EUR.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="451" data-original-width="318" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg516SlBCzLYIxTef2eMwwWB03c56AZ-Y5NrU63FOg6stmjeP5JPdpEuns092TjbxRt3MVA3fUlTR_Z5vSHEWFWn-GsbKyM6Yspf-3XQR8Ni71hz1R3B9lQAc6HbAk90BIkrkDbMb5CKAOI/s16000/EUR.jpg" /></a></div><br /></div><div class="separator" style="clear: both;"><br /></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span face=""><span style="font-family: arial;"><b><span lang="" style="margin: 0px;">Looking at the 2021 ranking</span></b><span lang="" style="margin: 0px;">, the main news belonged to the ID family, with the Volkswagen ID.3 jumping two spots to the runner-up spot, while the ID.4 joined the table in #8, no doubt a temporary position, as VW's crossover should join the Top 5 in May, and from then on, a podium position shouldn't be that far away.</span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Now...will it be enough to displace the Model 3 from the leadership? I doubt it, with the Model Y production delayed, demand should remain strong throughout the next two quarters, and with 15,000 units separating it from the #2 ID.3, i just do not see how can either of the ID models reach within shooting range of the Tesla sports sedan. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">A different question is looking at sales by brand or OEM, as currently Tesla in Europe is a one trick pony fighting against brands/OEMs with increasingly longer lineups. But more on that later...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Elsewhere, the Climber of the Month was the Ford Kuga PHEV, that jumped 3 spots, to #9, with the Spanish-made crossover now ambitioning a Top 5 seat.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The Mercedes GLC300e/de also had a good month, climbing to 12th, surpassing the Volvo XC60 PHEV and becoming the new midsize SUV Best Seller. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Still on the second half of the table, the Audi e-Tron climbed one position, to #18, but the big Audi is below last year performance levels, when it ended in 5th.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Just below the Top 20, we have the #21 Smart Fortwo EV, with 9,846 registrations, so we have three models (#14 VW e-Up; #20 Fiat 500e; #21 Smart Fortwo EV) separated by less than 2,000 units, somthing that should make the city car one of the most exciting races of the year.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Unlike the models ranking, where we already have a clear favorite, in the makers ranking, balance is the word, but Volkswagen (11%, up 1%), managed to earn an important edge over Mercedes and BMW, both with 10% share, with April possibly signaling the departure of the Wolsburg brand for a win in the manufacturer race.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Below these three we have the #4 Volvo, with 8%, while in 5th we have Peugeot (6%), now with a 1,000 units advantage over the #6 Renault (also 6% share), so it looks that in the race between the two French brands, the Lion is gaining momentum at the expense of its rival. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Looking by Automotive Groups, the Volkswagen Group is far and wide ahead, with 23% share, ahead of Stellantis (14%), Daimler and BMW, both with 12% share.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Do not expect the VW Group to lose their commanding position in Europe anytime soon, as neither Stellantis (not enough firepower in the higher end of the market), nor Daimler or BMW (not enough firepower in the lower end of the market) are in position to challenge the VW galaxy.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">As for Tesla, even if the Model Y becomes a resounding hit next year, and the refreshed Model S/X are also met with success, i do not see them go higher than 14%-15% share by 2022, which is significantly more than the current 5%, but even in this optimistic scenario, the VW Group would still have some 18% by the end of next year.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><h3 style="clear: both; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; position: relative; text-align: center;"><span style="font-family: arial; font-size: small;">BEV D-Segment / Midsize category</span></h3><div style="font-variant-east-asian: normal; font-variant-numeric: normal; text-align: start;"><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both;"><span style="font-family: arial;"><br /></span></div><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1TmY6SADwuVz95evNVh3qxyqjHYPMcCXbkagsH68ImK-9xOi853mm9pqqk_BQT0Tx81_ZVFPeP-c5JoD52j3s40qG52ukkqVzxRsWky32m6GcZSHOL95kXkmfFSwMZeO70ErjKmd-kkZI/s179/EUR+D.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="83" data-original-width="179" height="93" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1TmY6SADwuVz95evNVh3qxyqjHYPMcCXbkagsH68ImK-9xOi853mm9pqqk_BQT0Tx81_ZVFPeP-c5JoD52j3s40qG52ukkqVzxRsWky32m6GcZSHOL95kXkmfFSwMZeO70ErjKmd-kkZI/w200-h93/EUR+D.jpg" width="200" /></a></div><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div><div class="separator" style="clear: both; text-align: center;"></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">Tesla's midsize sedan lives in another galaxy, having won a sizeable distance over the competition, highlighting the fact that it won't have significant competition in the next few months, as the Tesla Model Y is delayed and the just arrived Ford Mustang Mach E (123 units in April, no doubt demonstration units) and upcoming Hyundai Ioniq 5 have the <i>small</i> demand -limiting issue that both come from mainstream brands and in Europe, midsize models from mainstream makers simply do not sell as much as premium brands (In the overall Top 10 midsize Best Sellers table, only two models, VW Passat and Skoda Superb, do not come from premium brands).</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">So yes, they might beat the current #2 Mercedes EQC, but that won't be enough to even get close to Tesla's sports sedan. Then again, in the unlikely event that demand would be over the roof for those two models, both Ford and Hyundai wouldn't have enough production to meet such demand, so...</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">Speaking of the Mercedes EQC, the electric SUV (1,764 units last month) benefited from Tesla's usual off month </span></span><span style="font-family: arial; text-align: left;">(just 1,244 units)</span><span style="font-family: arial; text-align: left;"> to win April's trophy, ending some 300 units ahead of the #2 Polestar 2.</span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div></div><div class="separator" style="clear: both; font-variant-east-asian: normal; font-variant-numeric: normal;"><span style="font-family: arial;"><span style="text-align: left;"></span></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;">Outside the podium, the expensive Jaguar i-Pace (617 units in April), continues to outsell the BMW iX3 (565 units) that seems stuck at 500-something performances (no wonder BMW is already refreshing it...)</span><span style="text-align: left;">.</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div></div><h2 class="separator" style="clear: both; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; position: relative; text-align: center;"><span style="font-family: arial; font-size: small;">BEV E/F-Segment / Full Size category</span></h2><div style="text-align: start;"><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWBPtQjhMwoEePrgZPz6zy8Klpl5mayMPRLQUYuovefoppnVRzOwBfVHGGXjGgQWVE2557Bx3_8N5SSnE9Ux60cHj_Sgn-M1uXCvSPUotBjT0Vs8fJ5NRmTwm4ChXUJeYVN2fcCdRCj2pN/s176/EUR+E.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="85" data-original-width="176" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWBPtQjhMwoEePrgZPz6zy8Klpl5mayMPRLQUYuovefoppnVRzOwBfVHGGXjGgQWVE2557Bx3_8N5SSnE9Ux60cHj_Sgn-M1uXCvSPUotBjT0Vs8fJ5NRmTwm4ChXUJeYVN2fcCdRCj2pN/s0/EUR+E.jpg" /></a></div><br /></div><div class="separator" style="clear: both;"><br /></div></div></div><div class="separator" style="clear: both; text-align: center;"></div><div class="separator" style="clear: both; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="font-family: arial;">The e-Tron domination is unquestionable and the Audi SUV seems destined to win another category title this year, with Tesla basically giving up on the Model S & X for this year, what they will recover towards the end of the year shouldn't be enough to compensate for the current drought, while the #2 model, the Porsche Taycan (1,429 units last month) is too niche to go head to head with the e-Tron in the sales charts.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Regarding the remaining competition, the Audi e-Tron GT (303 units in April) has finally surpassed the Mercedes EQV <i>Luxury Van</i>, thus making a 1-2-3 lead for the VW Group.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But expect Mercedes to rebound in the second half of the year, with the new EQS, and especially in 2022, with the EQE, a model in which Mercedes has high expectations, namely by winning the category title, thus finishing the current Audi e-Tron domination.</span></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com33tag:blogger.com,1999:blog-1399793419425111085.post-16484098951586753232021-05-24T05:01:00.386+00:002021-05-24T05:01:00.282+00:00China April 2021<blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><blockquote style="border: none; margin: 0 0 0 40px; padding: 0px;"><p style="text-align: left;"> <b style="font-family: arial; font-size: 13.2px; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSD4_M2q0gVbhU8SG8QFnFnGFr3GfWaOfaMTTnhoNxE8ITBr7kffVFlrY9IHJY-hNMuG3OyaIwcXnzTnMLuqs5vYA0NAHCWezhRViSmo3Yx8tKPgX2QNBaMvfDHPqVFS2tmaYLmQmoTvG0/" style="color: #2d1fad; margin-left: 1em; margin-right: 1em; text-decoration-line: none;"><img alt="" data-original-height="1227" data-original-width="2562" height="191" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSD4_M2q0gVbhU8SG8QFnFnGFr3GfWaOfaMTTnhoNxE8ITBr7kffVFlrY9IHJY-hNMuG3OyaIwcXnzTnMLuqs5vYA0NAHCWezhRViSmo3Yx8tKPgX2QNBaMvfDHPqVFS2tmaYLmQmoTvG0/w400-h191/image.png" style="background: rgb(255, 255, 255); border: 1px solid rgb(236, 236, 236); box-shadow: rgba(0, 0, 0, 0.1) 1px 1px 5px; padding: 5px; position: relative;" width="400" /></a></b></p></blockquote></blockquote></blockquote><div class="main-outer" style="border-top: 0px solid rgb(236, 236, 236); min-height: 0px; position: relative;"><div class="fauxborder-left main-fauxborder-left" style="background-position: left top; background-repeat: repeat-y; position: relative;"><div class="region-inner main-inner" style="margin: 0px auto; max-width: 100%; min-height: 0px; min-width: 0px; padding: 30px 0px; position: relative; width: auto;"><div class="columns fauxcolumns" style="padding-left: 0px; padding-right: 310px; position: relative; zoom: 1;"><div class="columns-inner" style="min-height: 0px;"><div class="column-center-outer" style="float: left; position: relative; width: 630px;"><div class="column-center-inner" style="padding: 0px 15px;"><div class="main section" id="main" name="Main" style="margin: 0px 15px;"><div class="widget Blog" data-version="1" id="Blog1" style="line-height: 1.4; margin: 0px; min-height: 0px; position: relative;"><div class="blog-posts hfeed"><div class="date-outer"><div class="date-posts"><div class="post-outer"><div class="post hentry uncustomized-post-template" itemprop="blogPost" itemscope="itemscope" itemtype="http://schema.org/BlogPosting" style="margin: 0px 0px 25px; min-height: 0px; position: relative;"><div class="post-body entry-content" id="post-body-937149421421071395" itemprop="articleBody" style="line-height: 1.4; position: relative; width: 570px;"><p></p><p><b><span style="font-family: arial;">10% share!</span></b></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Plugins are a hot item in China, having scored over 175,000 units last month, jumping 173% regarding the same month last year, with BEVs in particular growing an amazing 204% rate. <o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">April was the second month in a row that the plugin share reached the two-digits mark, by hitting 10% (8.2% BEV), keeping the 2021 share at 10% (8.1% BEV), and considering that Q1 is usually China's weakest quarter, we can now safely assume that the local plugin market share will end North of the two-digits mark this year, and the total tally of the year will exceed 2 million deliveries!</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">After Europe, #EVDisruption is now reaching China... </span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">Looking at April's Best Sellers, the biggest news is the 4th spot of the Li Xiang One, with the full size SUV ending just 207 units the #3 BYD Han EV, something that would be a first for the startup maker.</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif">Here’s April Top 5 Best Selling models individual performance:</span><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face=""&quot", serif"> </span> </span></p><p class="MsoNormal" style="background: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">#1 – Wuling HongGuang Mini EV</span></b><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="background: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;"><span face="Arial, sans-serif">With </span><b>29,251</b><span face="Arial, sans-serif"> units last month, the tiny four seater continues on a roll, allowing it to <b>keep the 3rd spot in the overall market</b>, if the little Wuling continues to go at this pace, a half a million score by the end of the year seems not only feasible, but likely. The Wuling EV is becoming a disruptive force in urban mobility, a true <i>EV for the masses</i>, with the added bonus that the people buying it (mostly females, mostly under 35 year olds) are usually a hard to capture audience. This EV is becoming a game changer, but like in every success story, one wonders what will happen when others start to play in this field...</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><b><span face="Arial, sans-serif"><span style="font-family: arial;"> </span></span></b></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">#2 – Tesla Model 3</span></b><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">The poster child for electric mobility had <i>just</i> </span><b style="text-align: justify;">6,264</b><span face="Arial, sans-serif" style="text-align: justify;"> units last month, but fear not, considering that part of the MiC Model 3 production is now being exported to Europe and the Asia-Pacific region, we should start to see it behave in China like it does elsewhere, meaning poor starts of the quarter, so-so mid quarter months and then an end-of-quarter peak, replicating the behavior of the US-made Model 3. Something we will no doubt have the opportunity to check in the next couple of quarters...</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;"><br /></span></span></p><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><b><span lang="EN-US"><span style="font-family: arial;">#3 – BYD Han EV</span></span></b></div><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><b><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></b></div><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt; text-align: justify;"><span style="font-family: arial;">The successful career of BYD’s luxury sedan in China has seem to hit cruise speed, by delivering <b>5,746</b> units in April, but it was still enough to earn it its first podium presence since last January. The current poster-boy for BYD is expected to continue going at 5-7,000 units/month in the foreseeable future, looking to keep the full size category leadership from the wheels of the...</span></div><div><br /></div><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><p class="MsoNormal" style="line-height: normal; margin-bottom: 0cm;"><b style="text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">#4 – Li Xiang One</span></span></b></p></div><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">...Big SUV from Li Xiang. A sort of Dark Horse among the whole Chinese EV Startup buzz, the little talked about EREV has already delivered over 55,000 units in just 17 months, </span></span><span style="font-family: arial, sans-serif; font-size: 16px; text-align: justify;">an amazing performance, especially when we consider that this is a huge 5-meter, 7-seater, full-size SUV. Using an original strategy when it comes to powertrain, being one of the few Extended Range Electric Vehicles on the market, it adds to the 41 kWh battery with fast-charging capabilities, a 1.2 liter gasoline engine that works as a range enxtender. With production (and demand?) now in cruise speed, one wonders when will this EV startup launch its 2nd <i><strike>album</strike></i> model, after all, their counterparts in the movement (NIO, Xpeng, etc) are already on their 2nd, or even 3rd, new model...</span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="text-align: justify;"><span style="font-family: arial;"><br /></span></span></p><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><p class="MsoNormal" style="line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">#5 – Tesla Model Y</span></b><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">Tesla's new baby had <i>only</i> </span><b style="text-align: justify;">5,407</b><span face="Arial, sans-serif" style="text-align: justify;"> units last month, and while at first sight it looks like a disappointing result, this is mostly explained by the 2 week shut down in April, expect it to recover soon and maybe resume the records streak by June. Tesla’s midsize crossover future cruise speed in China is a question mark, while traditionally SUVs/Crossovers haven't sold as much as their sedan counterparts, the truth is that the market is leaning towards higher riding bodies, so the Model Y could surf the wave and outsell the Model 3 by some margin. </span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;"><br /></span></span></p><div><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;"><br /></span></span></div></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPCJ7IVcws-erK4lJY24fDb72yIitYZqB1wYCto6XEz7PPkY9SB0KYC0zzKKeZuMLp0d3rmvtTkYDzz9QT7b632Ui_mWJv6lv9pEme2KsoOgxEWG31OMKF1cHM-CgM3RQ5g6kZbRjq-O3c/s466/CN+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="466" data-original-width="273" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPCJ7IVcws-erK4lJY24fDb72yIitYZqB1wYCto6XEz7PPkY9SB0KYC0zzKKeZuMLp0d3rmvtTkYDzz9QT7b632Ui_mWJv6lv9pEme2KsoOgxEWG31OMKF1cHM-CgM3RQ5g6kZbRjq-O3c/s16000/CN+M.jpg" /></a></div><br /><div class="separator" style="clear: both;"><br /></div></div><p style="background-color: white;"></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-size: initial;"><span style="font-family: arial;">Looking at the remaining Best Sellers table in April, a mention to the rise and rise of the #10 Hozon Neta V, a small crossover from Hozon that has delivered 3,846 units last month, the 2nd record performance in a row for the EV startup model, so we might be witnessing the build up of another star in the Chinese EV startup sky.</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Another model with surging sales is the new BYD Qin Plus PHEV, 12th last month with a record 3,603 units, its third record score in a row, so it means that the new midsize BYD is still in production ramp up, with the Shenzhen maker hoping to replicate the Han success in the category below. </span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">The #18 SAIC Roewe RX5 PHEV had 2,499 units last month, the SUV's best score in 34 months, while the #15 BYD e2 hatchback hit a record score of 2,903 units. </span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Local startups continue to shine, besides the aforementioned Hozon Neta V, in total we had 7 representatives from 6 different startups in the table, with the highest placed being the #4 Li Xiang One.</span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif" style="font-family: arial;">Below the Top 20, a reference to the landing of the GAC Aion Y, with a great 2,000 units score, so the compact MPV <i>(Yeay! MPVs rule!)</i>, seems to have started off its career on the right foot, after one failure (Aion LX) and one <i>meh!</i> launch (Aion V), this is an important model for GAC, that has been solely living off the success of the Aion S for years and it desperatly needs more successful metal for the company to grow and avoid the one trick pony moniker.</span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif" style="font-family: arial;">On the VW Group galaxy, the VW ID.4, continues to (slowly) ramp up production, with the SUV having 1,644 units last month (922 from the ID.4X and 722 from the ID.4 Crozz variants), while their Chinese arm SOL (as in, rebadged JAC's) saw the small E10X hit a record score of 2,249 units</span><span style="font-family: arial;">. </span></p><div class="separator" style="background-color: white; clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCcHD6rFmyyJfoynsbgk6w85Qhr3sYC50u0sWWcCOd39TQ1claTOxsTmWedrAjOf24GbHc0DFW8eLHPlzoFN0xoIK6gk2Ogk0FgYfEeGP-T0htKIuN-UyKQS1MAVsK2_y1FRLnfCN_2Gc8/s466/CN.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="466" data-original-width="312" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCcHD6rFmyyJfoynsbgk6w85Qhr3sYC50u0sWWcCOd39TQ1claTOxsTmWedrAjOf24GbHc0DFW8eLHPlzoFN0xoIK6gk2Ogk0FgYfEeGP-T0htKIuN-UyKQS1MAVsK2_y1FRLnfCN_2Gc8/s16000/CN.jpg" /></a></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div></div><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">Looking at the 2021 ranking</span></b><span face="Arial, sans-serif">, the top positions all remained the same, with the Wuling Mini EV as the undisputed leader, with the runner-up Tesla Model 3 also comfortable, so unless something unexpected occurs, the top two positions are already taken for</span></span></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Below it, the Tesla Model Y got a little bit closer from the #4 Great Wall Ora Black Cat, that had an off month in April, with Tesla's SUV set to surpass the small Cat in the next couple of months.</span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">The first position change happened in #10, with SAIC's small Clever EV jumping three spots into the top half of the table, while in #12 we have the Hozon Neta V, that also jumped 3 positions, and we should see it climb even higher, given the current records streak that the small crossover is experiencing.</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">The BYD Han PHEV is also experiencing a success of its own, having climbed to #16 last month, while another EV startup model has joined the Top 20, with the small Leap Motor T03 jumping to #19, being the 7th EV startup model in this Top 20.</span><span face="Arial, sans-serif" style="text-align: justify;"> </span></span></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Just outside the Top 20, we have two models on the rise, with the #21 Xpeng G3 just 70 units behind the #20 Ora White Cat, so the crossover might already join the table next month, while the BYD Qin Plus PHEV is some 800 units below the Top 20, and given its current production ramp up process, it wouldn't be that surprising if it joined the table already in May.</span></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Looking at the makers ranking, the SGMW joint-venture (20%, down 1%) is in the leadership, while below it, Tesla (12%, down 2%) is just 2,000 units ahead of BYD (12%, up 1%), but expect the US maker to gain significant ground again, in June.</span></span></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Below the podium, SAIC (7%) is 4th, followed by the #5 Great Wall (6%) and the #6 NIO (4%, down 1%).</span></span></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Interestingly, the all-mighty Volkswagen Group, owner of 16% of the overall Chinese passenger car </span></span><span style="font-family: arial;">market, currently has only 5% of the plugin market, a number that pales next to the 27% share of the SAIC Group, or even the 12% that both BYD and Tesla have, so a lot needs to be done, if they still want to keep their grip on the market in the long term.</span></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><br /></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><br /></p><p class="MsoNormal" style="background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><br /></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com15tag:blogger.com,1999:blog-1399793419425111085.post-38078407410674929182021-05-20T05:33:00.241+00:002021-05-20T05:33:00.286+00:00Germany April 2021<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpYksVRXekWjsrb-fKHSQ7J2zErA38nYoFMgZQ0Pbdg5nAcc5nuHSJvW3mPtjNEvEhyphenhyphenefBjc97eeV2ScJXpLMJRQ1bc3p_7ptNpIqplZp3LBojCT0n9UjAD4LXTNe1fdZmCLk9L9REEphC/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="720" data-original-width="1280" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpYksVRXekWjsrb-fKHSQ7J2zErA38nYoFMgZQ0Pbdg5nAcc5nuHSJvW3mPtjNEvEhyphenhyphenefBjc97eeV2ScJXpLMJRQ1bc3p_7ptNpIqplZp3LBojCT0n9UjAD4LXTNe1fdZmCLk9L9REEphC/w400-h225/image.png" width="400" /></a></div><br /><p></p><p><span style="font-family: arial;"><b style="background-color: white;">1-2 win for Volkswagen</b><b style="background-color: white;"> </b></span></p><p style="background-color: white;"><span style="font-family: arial;"><span style="text-align: justify;">The German plugin market scored over 50,000 units last month, with both technologies rising fast (+413% for BEVs and +380% YoY for PHEVs)</span><span style="text-align: justify;">, with last month plugin share ending at 22% (10% BEV), in line with the yearly tally of</span><span style="text-align: justify;"> 22% (10% BEV), so this market is firmly in </span><span style="text-align: justify;"><i>The Disruption Zone</i>.</span></span></p><div class="MsoNormal" style="background-color: white; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicgCMPtOhFGJUXkHEi32FkjKFTCeWMOdLfqVaExPaO9Ity4eNHYAAxviejmlbkJcn9DcRDUah4mpMObBLdNLjvXcFArmF2rED3nBZeK5l1lp8yvSXIloivcvzkj4idxbI_gC6r35NtHawQ/s491/DE+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: arial;"><img border="0" data-original-height="491" data-original-width="285" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicgCMPtOhFGJUXkHEi32FkjKFTCeWMOdLfqVaExPaO9Ity4eNHYAAxviejmlbkJcn9DcRDUah4mpMObBLdNLjvXcFArmF2rED3nBZeK5l1lp8yvSXIloivcvzkj4idxbI_gC6r35NtHawQ/s16000/DE+M.jpg" /></span></a></div><div class="separator" style="clear: both;"><span style="font-family: arial;"><br /></span></div><span style="font-family: arial;"><br /></span></div></div><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Looking at last month Best Sellers, Volkswagen leads the way, with a 1-2 win, with the <strike>ID.4</strike> e-Up and ID.3 taking the top spots, with the little e-Up earning its third win in a row, a surprising performance for the veteran model, that was supposed to have a limited shelf life, but due to an unexpected turn of events (the ID.3 is not selling as well as expected...), it is now VW's <i>bread and butter</i> in its home market. Now, if they only could sell them at a profit... </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">In the 3rd spot we have a(nother) surprise, with the Mercedes GLC PHEV jumping to the 3rd spot, becoming last month's best selling PHEV, 300 units ahead of its stablemate Mercedes A250e and over 400 above the VW Golf PHEV</span><span style="font-family: arial;">. Is the Three-pointed-star SUV getting ready to run with the VW hatchback for the title of most popular plugin hybrid?</span></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Below the podium<span face="">, t</span>he 4th place went the Smart Fortwo EV, that despite its wrinkles, is still selling in large numbers, staying ahead of models like the Hyundai Kona EV (April's Best Selling foreigner) and the recent VW ID.4, that jumped last month to #6, thanks to (a still disappointing) 1,446 units.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, on the Top 8 models, only two are PHEVs, which would lead to think that BEVs outsold plugin hybrids, but actually that wasn't the case, as PHEVs represented 53% of plugin registrations in April. Once again, the reason is the wider choice among PHEVs, while on the pure electric side, sales are more concentrated in a limited number of models.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the second half of the table, a reference to the Opel Corsa EV jumping to #12, while its Stellantis platform partner, the Peugeot 208 EV, joined the table, in #20, thanks to a record 806 deliveries, a small feat for the French brand, that seems to benefit from the sales slowdown of the Renault Zoe.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But the highlight on the last places of the table was the Skoda Enyaq, landing straight into the 19th spot, with 845 deliveries, a promising sign for the Czech EV, that should reach the top half of the table in the months to come.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Outside this Top 20, a mention to another MEB-based model, with the Audi Q4 e-tron delivering its first 130 units, while still on the VW Group galaxy, the sporty crossover Cupra Formentor PHEV continues to ramp up production, with April signaling a record 443 registrations.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Oh, and a final note to the first Toyota BEV deliveries in Germany...No, it's not yet the bZ4X (why, oh why, didn't they made</span><span style="font-family: arial;"> a simpler codename?), but the Proace Verso EV, a Toyota badge-engineered version of the Stellantis Group midsize van-with-windows, known elsewhere as Citroen e-Spacetourer, Peugeot e-Traveller or Opel Zafira Life EV...Well, <i>"they had to start somewhere, so they started...there"</i></span><span style="font-family: arial;"> .</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Let's hope these are the first of many, and Toyota doesn't take forever to create a full line up of EVs, and not just what they can buy from Stellantis. (Toyota buying technology from Stellantis...Makes you wonder, doesn't it?) </span></div><div style="margin: 0px;"><span style="font-family: arial;"> </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQGrcHTxitrwrT_DEfnP4SZr4DP94oeeBX-TM0rZKvBYWMZeOKhozXx_l2EeierUbII3-dzj3gdNdYyAHGYF9YNQvHIy5DQwTR4QiEv-XHZVqGMri3795jJ3a8P87rt8CJF3uut8dfuFSq/s491/DE.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: arial;"><img border="0" data-original-height="491" data-original-width="317" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQGrcHTxitrwrT_DEfnP4SZr4DP94oeeBX-TM0rZKvBYWMZeOKhozXx_l2EeierUbII3-dzj3gdNdYyAHGYF9YNQvHIy5DQwTR4QiEv-XHZVqGMri3795jJ3a8P87rt8CJF3uut8dfuFSq/s16000/DE.jpg" /></span></a></div><span style="font-family: arial;"><br /></span><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div><div style="margin: 0px;"><div><span style="font-family: arial;"><span face="">R<span face=""><span face="">egarding the 2021 table, the small VW e-Up gained significant ground over the competition, so the little EV is currently the favorite for the Best Seller ceptre (assuming VW doesn't limit production...), while behind it, the VW ID.3, Hyundai Kona EV and VW Golf PHEV all benefited from the<i> off month</i> of the Tesla Model 3 and climbed a position each, which they will likely lose again in the next couple of months</span></span></span><i>.</i></span></div><div><span face=""><span style="font-family: arial;"><br /></span></span></div><div><span style="font-family: arial;">Another model on the rise was the Smart Fortwo EV, climbing to 6th, at the expense of the VW Passat PHEV down to 7th.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">On the second half of the table, there's more to talk about, BMW had a good month, with the midsize 3-Series PHEV and the small i3 both going up one spot, to #11 and #13, respectively. </span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">But the Climber of the Month was the Mercedes A250e, jumping 4 positions to #12, and the compact Mercedes might reach a Top 10 position soon.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">The Opel Corsa EV is back again at the table, now in #17, and the BEV team should increase in the next couple of months, as the VW ID.4 and the Peugeot 208 EV are less than 300 units from the #20 Skoda Octavia PHEV. </span></div><div><span style="font-family: arial;"><br /></span></div></div></div><div style="margin: 0px;"><span face=""><span style="font-family: arial;">In the brands ranking, Volkswagen (18%) is clearly leading its home market, followed by <span face="">Mercedes (10%, down 1%) and BMW (9%), while #4 Audi (7%) is not too far away.</span></span></span></div><div style="margin: 0px;"><span face=""><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">Further behind, Hyundai and Renault, both with 5% share, seem unable to threaten the grip that the local heroes have on the German plugin market. </span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com6tag:blogger.com,1999:blog-1399793419425111085.post-45825694904872090872021-05-18T05:43:00.001+00:002021-05-18T05:43:00.296+00:00Netherlands April 2021<p><span style="font-family: arial;"><b></b></span></p><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><b><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6rLybBQr2Oeqq_LHXzFAwq_FOOY8b8MCrJg5Hs9D9M1pK0vj81JoMXekO92KaxAHUNVqXmZd-J_6OkX14tEPObUm-keEuT42THsmV56aMTGzFJu_n-hPQbsKW79-YP3Zp3dQjo9mW2zYj/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="1080" data-original-width="2900" height="149" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6rLybBQr2Oeqq_LHXzFAwq_FOOY8b8MCrJg5Hs9D9M1pK0vj81JoMXekO92KaxAHUNVqXmZd-J_6OkX14tEPObUm-keEuT42THsmV56aMTGzFJu_n-hPQbsKW79-YP3Zp3dQjo9mW2zYj/w400-h149/image.png" width="400" /></a></b></span></div><span style="font-family: arial;"><b><br /><br /></b></span><p></p><p><span style="font-family: arial;"><b>Skoda Enyaq lands in hot market (21% share!)</b></span></p><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">The Dutch PEV market continues on the fast lane, with 5,090 plugin registrations, placing last month PEV Share at 21% (10% BEV), pushing the year to date PEV share to 17% (6.6% BEV), which is still down on last year result (25%), but already above with the 2019 score (15%), and expect this year result to continue growing throughout the year, as term of comparison, in April 2020, the YTD share was at 12%, which could mean that if witness this year another strong end of year peak, we should see the plugin share end North of the 30%...Not bad, eh?</span></div><div style="margin: 0px;"><br /></div><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Breaking down registrations between each plugin powertrain, BEVs continue to recover ground, having 47% of April's registrations, and YTD, they are now responsible for 40% of plugin sales, a 3% recovery regarding March, but they are still far from the 82% share of 2020, expect pure electrics to continue recovering ground throughout the year, but one thing looks certain, with BEVs gradually losing their fiscal incentives year after year, plugin hybrids are recovering their space in the market, highlighting just how sensitive to incentives the plugin market still is.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">In April</span><span style="background-color: transparent; font-family: arial;">, the leader was the Kia Niro EV, </span><span style="background-color: transparent; font-family: arial;">scoring its first win since last July, this time with 359 units, but the true sensation of the month was the Skoda Enyaq landing with a bang, with its first 353 registrations in the Netherlands, allowing it to climb immediately to the runner-up spot in April, just 6 units behind the Korean crossover, while on the overall ranking, the Czech <i>station-wagon-in-desguise</i> was 11th</span><span style="background-color: transparent; font-family: arial;">. Not bad for a landing month...</span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;">The truth is that the new Skoda model so far seems like the most competitive MEB-based EV (sorry, ID.3 and ID.4...), with competitive pricing, more space and practicality than its VW relatives, it's no surprise that there rumours saying that Skoda is looking to increase the 70,000 production mark for 2021, in order to cope with demand.</span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;"><i>"The Force is strong with you, young Enyaq"</i> - Said Master Yoda...</span></div></div></div></div></div></div><div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Just outside the podium, in 4th place we have the Ford Kuga PHEV in peak form (304 units, new record), while for once Mitsubishi had reasons to celebrate, with the new Eclipse Cross PHEV showing up in #9, in its first full sales month, while the <i>veteran</i> Outlander PHEV was #13.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, and a sign of where the market is heading, all Top 9 Best Sellers are either crossovers or SUVs, with the best positioned "car" (Peugeot 208 EV) only showing up in #10.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">And looking below, there are only three other "cars" in this Top 20, the #13 Volvo S/V60 PHEV, the #17 Polestar 2 and the #20 BMW i3, thus making 4 cars vs 16 crossover / SUVs.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Now, let that sink in...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Speaking of the second half of the table, we had a few surprises there, like the #19 spot of the Mercedes EQA, in only its second month on the market, while the BMW i3 came back from a long absence, into #20, which could mean that we might see an interesting duel between these two compact EVs. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span style="background-color: transparent;">Outside the Top 20, April witnessed the arrival of two very different models, with Ford celebrating the landing of its much antecipated Mustang Mach-E (58 units), while after many months (years) of promises, we finally witness the landing in Europe of Geely's post-modern (<i>ahem * hipster * ahem...</i>) brand, Lynk & Co, with the first 66 registrations of its plugin hybrid SUV, the 01</span><span style="background-color: transparent;">. </span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span face="arial, sans-serif"><i><span style="font-family: arial;"><br /></span></i></span></div></div></div></div></div></div></div></div></div></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8m3MfItvCzxHHpWgx5jv8RxsWpfJzvrFF-dN2vfGc7Cm0RX7b9U06PgH0PtFClJhhcRz2c6_9N9tfEdVbvtWRi-4czyBm0sbTxOyxVblp8YIyw6UoYrKQhH8gHcrA9PVnzI_VdXK9KnFW/s492/NL+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="492" data-original-width="293" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8m3MfItvCzxHHpWgx5jv8RxsWpfJzvrFF-dN2vfGc7Cm0RX7b9U06PgH0PtFClJhhcRz2c6_9N9tfEdVbvtWRi-4czyBm0sbTxOyxVblp8YIyw6UoYrKQhH8gHcrA9PVnzI_VdXK9KnFW/s16000/NL+M.jpg" /></a></div></div><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div align="center" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin-bottom: 0px;"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the 2021 ranking, if the leader Volvo XC40 PHEV remains untouchable, for now at least, below it there is much to talk about, with the Kia Niro EV benefiting from a strong April to jump 7 spots, into the 2nd place, reafirming its podium pretensions, while the Ford Kuga PHEV climbed to 3rd, and the Volvo XC40 EV was up 5 spots, to #6, and with the #2 Kia Niro EV just 207 units ahead, we might even see a 1-2 lead from Volvo here...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">And don't forget the #8 Tesla Model 3 peak performances, so we still have several candidates to the top positions, and once again, only one of them (Tesla Model 3) is not a crossover or SUV, which speaks volumes of the current market trends, and of course, of the tremendous potential that the Tesla Model Y has in Europe. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the second half of the table, a mention to the Skoda Enyaq joining the table in #14 right in its landing month, so the Czech EV seems destined to higher grounds (Top 5?), while the BMW iX3 was also on the rise, having climbed to #16, up two spots from its previous standing, in March.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Another BEV set to join the table soon is the #21 Peugeot 208 EV (271 units), although it might be at the expense of its French arch rival, the #20 Renault Zoe... </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;">In the manufacturers ranking, Volvo <span style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal;">(16%, down 1%)</span> is the Number One brand, with BMW (14%) in the runner-up position, while a distant Volkswagen (6%, up 1%) closes the podium, ahead of Kia (5%, up 1%).</span></span></div><div><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;"><br /></span></span></div><div><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;"><br /></span></span></div><div><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgVXphadKXOsrRCj68LMKfZQmpisX2Ln_uOsQTyfRvqXS4hBPAgqBr0R1ExVGIbVrcZIgY67ghqKBW0PN7497MK_i-dOy1ORlG0YKreluOzctg3g4AtvzQe2T4PvNTTWbwd49LiX3Sthswd/s491/NL.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="491" data-original-width="315" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgVXphadKXOsrRCj68LMKfZQmpisX2Ln_uOsQTyfRvqXS4hBPAgqBr0R1ExVGIbVrcZIgY67ghqKBW0PN7497MK_i-dOy1ORlG0YKreluOzctg3g4AtvzQe2T4PvNTTWbwd49LiX3Sthswd/s16000/NL.jpg" /></a></div><br /><span style="font-family: arial;"><br /></span></span></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com18tag:blogger.com,1999:blog-1399793419425111085.post-23994753519830734892021-05-15T07:16:00.001+00:002021-05-15T07:16:52.845+00:00France April 2021<p><span style="font-family: arial;"></span></p><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjB7cldPM5pUmEroVktg_dOSKa8MxF4dm2pAoHbcUk_sajSoUB6r79K_B39bFCoxCSFcJvv2mS1s48tGrr1sQbEUOX7TfXjNUCfFYMLwkaDceUNY0PgtaQrjwq68_rvl78ed2DaTI89WOoO/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="658" data-original-width="988" height="266" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjB7cldPM5pUmEroVktg_dOSKa8MxF4dm2pAoHbcUk_sajSoUB6r79K_B39bFCoxCSFcJvv2mS1s48tGrr1sQbEUOX7TfXjNUCfFYMLwkaDceUNY0PgtaQrjwq68_rvl78ed2DaTI89WOoO/w400-h266/image.png" width="400" /></a></span></div><span style="font-family: arial;"><br /><br /></span><p></p><p><span style="font-family: arial;"><b> Peugeot shines in hot market </b></span></p><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"></div></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span lang="EN-US">The French plugin market continues on the fast lane, with April's</span><span style="background-color: transparent;"> plugin share reaching 15% last month (6.8% BEV), keeping the YTD share at a record 14% (6.9% BEV), which is a 3% increase over the 2020 result (11%), and the 20% share i predicted for the whole of this year looks on target.</span><span style="background-color: transparent;"> </span></span><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, most of the growth is coming from PHEVs, with plugin hybrids representing 54% of registrations in April, a 2% increase over this year average and a significant jump over the 40% they had in 2020. Maybe it's time to cut subsidies on PHEVs?</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5GfQ6QNsDfYU7bE170GBIpZ5CZYm-5-blVcItoGhIAuhyphenhyphen5CXP08XH1k25FUN8-G83O_7I_KzyRb4K1nCn6CJUDZ9M7v-QLGX1GDONOlHgVOGfZVoUzrfenvNq8Rzw6JW-NYtDqYyJfqLs/s490/FR+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="281" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj5GfQ6QNsDfYU7bE170GBIpZ5CZYm-5-blVcItoGhIAuhyphenhyphen5CXP08XH1k25FUN8-G83O_7I_KzyRb4K1nCn6CJUDZ9M7v-QLGX1GDONOlHgVOGfZVoUzrfenvNq8Rzw6JW-NYtDqYyJfqLs/s16000/FR+M.jpg" /></a></div><br /><div class="separator" style="clear: both;"><br /></div></div></div></div></div></div></div></div></div></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">After winning in January the Best Seller trophy for the first time, the Peugeot 3008 PHEV has done it again, and with a record performance (1,726 registrations), its second in a row, and with the 208 EV ending the month in the second spot, Peugeot had a 1-2 win last month. </span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">This time the Renault Zoe got a podium seat, benefiting from the usual off month of the Tesla Model 3 (209 units in April), but the Renault EV is far from its best days, this being only its second podium this year (the other was a 3rd place in January).</span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">The bad news continued for Renault, with the Twingo EV being beaten by its Stellantis rival, the Fiat 500e, with the Italian EV jumping to 4th, thanks to 740 units. </span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">The only ray of light for the Renault-Nissan Alliance was the (slow) deliveries ramp up of the Dacia Spring, now at 249 units, so we should see the low-cost EV showing up on the table in the coming months. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Elsewhere, a mention to the record score (its second in a row) of the #7 Mini Cooper EV, with 592 deliveries, while the VW ID.4 showed up in #17, thanks to 372 deliveries, just 19 units below the VW ID.3, that had another <i>disappointing</i> performance, with just 391 registrations.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;">Below the Top 20, a mention to the 282 deliveries of the Citroen C4 EV, a new record for the nameplate and a sign that the production ramp up is still in development, while the Skoda Enyaq landed, with 134 units, a promising sign for the Czech MEB-based <i>station wagon desguised as SUV</i>.</span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5uAPJcEV4mDcFF5zbtBymexJWNTeT8ieQLSEX4YTa51QSMBupCGz5CiydG5QArTX8iYNsL9_Oy6J97dKvQm4iSzjTFtFKhyphenhyphent2gcSny2roR0tZC5-NnDODfGXeEnTnwaznHg4iP804Rh-A/s490/FR.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="316" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5uAPJcEV4mDcFF5zbtBymexJWNTeT8ieQLSEX4YTa51QSMBupCGz5CiydG5QArTX8iYNsL9_Oy6J97dKvQm4iSzjTFtFKhyphenhyphent2gcSny2roR0tZC5-NnDODfGXeEnTnwaznHg4iP804Rh-A/s16000/FR.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div><div style="margin: 0px;"><div class="MsoNormal" style="background-attachment: scroll; background-image: none; background-repeat: repeat; background-size: auto; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 18px; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the 2021 ranking, the Peugeot 208 EV recovered the leadership, but with the Top 3 separated by just 220 units, anything can still happen between them.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br />Other Stellantis models climbing positions were the Fiat 500e and Citroen C5 Aircross PHEV, with the small EV climbing to #7 and the SUV to #8. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The Mercedes GLC300e/de is also going up, with the German SUV now at #10, while on the</span><span style="font-family: arial;"> second half of the table, we now have the Mini Cooper EV jumping 3 spots, to #16, while April saw another Mercedes join the table, with the compact GLA250e jumping to #18, thus making the current Top 20 score among the 3 Marys now showing: Mercedes - 2 vs Audi and BMW - 0. Who would have thought a couple of years ago, that Mercedes would be the most dynamic of the three...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Another sign regarding the <i>Rise of the PHEVs</i>, is the fact that between the #17 Peugeot 508 PHEV and the #23 Volvo XC60 PHEV, all models belong to the plugin hybrid category...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Looking at the manufacturers ranking, Peugeot (18%) and Renault (15%) are stable in the top positions, while Tesla (7% share, down 2%) closes the podium, ahead of the rising Mercedes (6%).</span></div></div></div></div></div></div></div></div></div></div><div class="MsoNormal" style="background-attachment: scroll; background-image: none; background-repeat: repeat; background-size: auto; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 18px; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;">As for OEMs, Stellantis is the major force, with a commanding 30% share, with the Renault-Nissan Alliance far behind, with only 16%, while the best foreign OEM is the Volkswagen Group, with 11% share.</span></div><div><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com8tag:blogger.com,1999:blog-1399793419425111085.post-33924255233507583232021-05-03T11:57:00.000+00:002021-05-03T11:57:14.588+00:002021 Q1 Sales by OEM<p> </p><p><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal;">Looking at the Q1 2021 sales by Automotive Group, we have:</span><span style="font-variant-east-asian: normal; font-variant-numeric: normal;"></span><span style="font-variant-east-asian: normal; font-variant-numeric: normal;"></span><span style="font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700;"></span><i style="font-variant-east-asian: normal; font-variant-numeric: normal;"></i><u style="font-variant-east-asian: normal; font-variant-numeric: normal;"></u><sub style="font-variant-east-asian: normal; font-variant-numeric: normal;"></sub><sup style="font-variant-east-asian: normal; font-variant-numeric: normal;"></sup><strike style="font-variant-east-asian: normal; font-variant-numeric: normal;"></strike><span style="font-variant-east-asian: normal; font-variant-numeric: normal;"></span><span style="font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700;"></span><i style="font-variant-east-asian: normal; font-variant-numeric: normal;"></i><u style="font-variant-east-asian: normal; font-variant-numeric: normal;"></u><sub style="font-variant-east-asian: normal; font-variant-numeric: normal;"></sub><sup style="font-variant-east-asian: normal; font-variant-numeric: normal;"></sup><strike style="font-variant-east-asian: normal; font-variant-numeric: normal;"></strike></span><br style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;" /><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;"><br /></span><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;"><br /></span><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal;"></span><br style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;" /></p><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span face="Arial, Helvetica, sans-serif"><b>PHEV+<span style="color: blue;">BEV</span></b></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span face="Arial, Helvetica, sans-serif"><b><span style="color: blue;"><br /></span></b></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span face="Arial, Helvetica, sans-serif"><b><span style="color: blue;"><br /></span></b></span></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgfLp4fRiGHLf1HFUyV6yj-xhD8k_1oKEbQjmufvVvQjEo9C2kPDg09woKin1yHpkUJCQUlcq1ULnSBg_Vb8Qj_tcTa-djzHcTP1kuhxU6wzZfpHZ1pDPXFIzIdOmna-rX1M3c7SVsI88Xx/s262/OEM+XEV.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="156" data-original-width="262" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgfLp4fRiGHLf1HFUyV6yj-xhD8k_1oKEbQjmufvVvQjEo9C2kPDg09woKin1yHpkUJCQUlcq1ULnSBg_Vb8Qj_tcTa-djzHcTP1kuhxU6wzZfpHZ1pDPXFIzIdOmna-rX1M3c7SVsI88Xx/s0/OEM+XEV.jpg" /></a></div><br /><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; text-align: center;"><br /></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;"><b>If we gather plugin sales by Automotive Groups</b>, Tesla ended the first quarter of the year in the lead, with 16% share, 3% less than a year ago, which nevertheless is still a small feat all by itself, considering the intensive diversification process that the EV world is now having, 16% is still significant.</span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;"><br /></span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;">Tesla's current domination is however being threatened by <strike>the Volkswagen Group</strike> the <i>rise and rise</i> of SAIC, that jumped from #9 in Q1 2020, to the current 2nd spot, with its share jumping from 4% a year ago, to the current 13%.</span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;"><br /></span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;">Although most of this growth has to do with the Wuling Mini EV success story, the truth is that SAIC itself is also benefiting from the export efforts made through MG (it is the only Chinese EV brand that sells in volume outside its home country), with leading roles in the EV movement in diverse geographies, from Latin America to Australia, passing by Israel and other Middle Eastern markets, and as these EV markets grow, so too will MG (and SAIC).</span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;"><br /></span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;">Although being surpassed by SAIC, the Volkswagen Group reduced its distance to the leader from 6% (19% vs 13% in Q1 2020), to the current 4% (16% vs 12%), so not all is lost for the German conglomerate, in its goal to discuss the global leadership, but what has changed in the last 12 months is that Tesla doesn't have just one competitor (VW Group) trying to catch it, but two (VWG and SAIC).</span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;"><br /></span></span></div><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif"><span style="line-height: 18px;">Will this mean that Tesla will lose the 2021 title? Despite an expected strong second half of the year for the VW Group, I believe Tesla will still end the year in the lead, but for 2022...All bets are on.</span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;">The BMW Group ended the first quarter of the year in the 4th place, improving on the #5 of 2020, benefiting from the implosion of the Renault-Nissan Alliance (a year ago, the Alliance had 11% share, now it has 5%...) and the popularity of its PHEV lineup. </div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="line-height: 18px;">We now have a new face on this Top 5, with Stellantis rising to 5th, with 6% share, thanks to an extensive lineup, spreaded through <i>its 205 brands,</i> and with the #4 BMW Group just 11.000 units ahead, we could see it run for the 4th spot soon.</span></div><div style="margin: 0px;"><span style="line-height: 18px;"><br /></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><span face="Arial, Helvetica, sans-serif">Regarding the Q1 2020 ranking, we witness the disappearance of the Hyundai-Kia Group, that has seen its share drop by half, from 8% a year ago, to the current 4%, so those Hyundai Ioniq 5 and Kia EV6 are badly needed to change the fortunes of the Korean group.</span><span face="Arial, Helvetica, sans-serif"><br /></span></div></div><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span face="Arial, Helvetica, sans-serif"><b></b><i></i><u></u><sub></sub><sup></sup><strike></strike></span></div><p><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal;"></span></span><br style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;" /></p><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span face="Arial, Helvetica, sans-serif"></span></div><p><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal;"></span></span><br style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;" /></p><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span face="Arial, Helvetica, sans-serif"></span></div><p><span face="Arial, Helvetica, sans-serif" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal;"></span></span><br style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px;" /></p><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><span style="color: blue;"><b>BEV</b></span></div><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><br /></div><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMAPm6aJ7mShGs8QIaY2tiXAh_kbHHJKr03ITsTbQ2AiBTw-zWw-yzz76YzSXRk8LQLIC5eQQBIqaYOGyLtlwg2mXc0uiWGMxrjLNRab7o5NI7Iq5Sn5rYU1IkDBGdDXtvljIp0E-U3iEP/s264/OEM+BEV.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="155" data-original-width="264" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMAPm6aJ7mShGs8QIaY2tiXAh_kbHHJKr03ITsTbQ2AiBTw-zWw-yzz76YzSXRk8LQLIC5eQQBIqaYOGyLtlwg2mXc0uiWGMxrjLNRab7o5NI7Iq5Sn5rYU1IkDBGdDXtvljIp0E-U3iEP/s0/OEM+BEV.jpg" /></a></div><br /><div class="separator" style="background-color: white; clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; text-align: center;"><br /></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;"><b>Looking only at BEVs</b>, Tesla is comfortable in the lead, with 25% share, but has lost 4% share regarding the same period of last year, but the fact that 1 in 4 BEVs sold in the World belongs to Tesla is a feat in itself, considering the current diversification process.</span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;"><br /></span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;">The Silver medal is in the hands of the 2020 Silver medalist, SAIC, with the Chinese maker jumping its share by 6%, to the current 17%, not only leaving the 3rd placed Volkswagen Group in the dust (they ended 2020 separated by just 16.000 units), but they are now starting to see Tesla's rear more clearly.</span></span><br /><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;"><br /></span></span><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;">The self-registering stunt of late last year by the Volkswagen Group is now having its payback, with the first two months of the year being registration low points, with March helping it to recover a bit, but it wasn't enough to recover the 11% share that the German conglomerate had both in Q1 2020 and by the end of last year</span><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;">.</span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;"><br /></span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;">Will we see it recover significantly in Q2?</span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;"><br /></span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span style="color: blue;">Just outside the podium we have BYD, with 5% share, with the Chinese carmaker rising one spot regarding 2020, not because it has increased its share (it was actually down from 6% to the current 5%), but because of the Renault-Nissan implosion, with the Alliance now having 4% share, a far cry from the 13%(!) it had 12 months ago...</span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span style="color: blue;"><br /></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><span face="Arial, Helvetica, sans-serif"><span style="color: blue; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: left;">Like in the PHEV+BEV ranking, Stellantis shows up in the Top 5 BEV ranking for the first time, in 5th, with 5% share, but despite being just 3.000 units behind the #4 BYD, do not expect it to surpass the Chinese maker anytime soon, as BYD is now set to increase deliveries significantly, now that all its BEV lineup has transitioned to the new LFP batteries.</span></span></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 14.52px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><div style="text-align: left;"><span style="color: blue;"><br /></span></div><div style="text-align: left;"><span style="color: blue; font-size: 14.52px;">Comparing with the BEV+PHEV table, the big defeated is the BMW Group, that due to its heavy reliance on PHEVs, it disappears from the Top 5, being replaced by the more BEV-friendly BYD</span><span style="color: blue; font-size: 13.2px;">.</span></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com43tag:blogger.com,1999:blog-1399793419425111085.post-61700544446285325422021-04-30T05:52:00.405+00:002021-04-30T05:52:00.279+00:00Global Top 20 March 2021<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1CD6p_qxLOMxzAn0gAsQrrCXZ_do_5lEPqpBaY6Qrq2JckKcEV1l1yTaOuFaJRZ6pAO6ks0IzuVdKosPEnwJjqr7gX2VRe2QI8FnJlClndQC9nWptVTSiQRnfKF69qaLHF0R9dQ8qo_z9/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="375" data-original-width="750" height="160" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj1CD6p_qxLOMxzAn0gAsQrrCXZ_do_5lEPqpBaY6Qrq2JckKcEV1l1yTaOuFaJRZ6pAO6ks0IzuVdKosPEnwJjqr7gX2VRe2QI8FnJlClndQC9nWptVTSiQRnfKF69qaLHF0R9dQ8qo_z9/" width="320" /></a></div><br /><p></p><p><span style="font-family: arial;"><b style="margin: 0px;">Models: Tesla's siblings and the Wuling Mini EV shine in hot market </b></span></p><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="margin: 0px;"><b style="margin: 0px;"><span style="font-family: arial;"><br /></span></b></span></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;">Registrations were up for an impressive 173% last month, to some 531,000 units, the second best month ever, only behind the 571,000 units of last December, with BEVs jumping 145%, to some 351,000 units, so we might be seeing the plugin market hit (well) over 5 million units this year</span><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;">. </span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;"><span style="font-family: arial;">These impressive results this year, with over 1.1 million units being registered already this year, pulled the 2021 PEV share to 5.8% <i><span style="color: #2b00fe;">(3.8% BEV)</span></i>, which is already significantly above the 4% of last year, all thanks to a record score in March of 8.2% <span style="color: #2b00fe;">(5.4% BEV)</span>, and expect it to continue growing throughout the year, to a large single digit number, as Disruption (eg, two digit market shares) on a global level is looking set to happen in <strike>2022</strike> the last months of this year...</span></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">The future will depend much on the development of the pandemic and on the economic recovery, but whatever happens, expect plugins to weather the storm better than the overall market, increasing its PEV share on the way</span><span face="arial, tahoma, helvetica, freesans, sans-serif">.</span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;"><span style="font-family: arial;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjczXe8Tkdp-gUIXNN5M1QuIhcpdzozAKYJLXmz23ew1s1lAJehPUp9rLlrqMAOjxqUifr7SeZ_UybQIbkx4UgAGWgAaQsgWkJATvAVK0WUH-vzDkgUqkznQAVy5bfNbVbnmjjbb0chhRq/s277/Top+5+Models.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="133" data-original-width="277" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjczXe8Tkdp-gUIXNN5M1QuIhcpdzozAKYJLXmz23ew1s1lAJehPUp9rLlrqMAOjxqUifr7SeZ_UybQIbkx4UgAGWgAaQsgWkJATvAVK0WUH-vzDkgUqkznQAVy5bfNbVbnmjjbb0chhRq/s0/Top+5+Models.jpg" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></span></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">All Top 5 models of March repeated their February standings, with all podium bearers beating their personal bests, with the Model 3 in particular setting a new all-time monthly record for a single EV model, with close to 76,000 units. Will we see it beat the 100,000 units mark this year?</span><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">The top 3 are really in a league of their own, with these 3 models alone representing almost 30% of March deliveries.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Just below this Top 5, we see some surprises, with the Hyundai Kona EV returning to form, in #6, with 7,623 units, while the <i>veteran</i> Nissan Leaf surges to 7th, thanks to 7,511 units and the newcomer VW ID.4 <i>started oficially its career</i> in 8th, with 6,568 units and expect it to reach five-digit scores soon. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">On the PHEV side, the Best Selling model was again the Volvo XC60 PHEV (6,081 units), with Swedish maker winning its second 1-2 win in a row, as the Volvo XC40 PHEV (5,812) was the category runner-up model. Both Volvo's hit record scores last month, highlighting the good moment of the Swedish maker. </span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTYNmCW8DVeeWdLqY-zFouSHRWf9D9vmjq-SXUcErT6lLThxzamy7Xfrr8R7GiulpfEoQIDXoiIQSZdpZtODV6h__HgvKS8-FCgkYTybM4CrCvIZI5xCuc75NOLt_-gzOm5hxZRhRTl2FW/s490/Top+20+Models.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="409" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTYNmCW8DVeeWdLqY-zFouSHRWf9D9vmjq-SXUcErT6lLThxzamy7Xfrr8R7GiulpfEoQIDXoiIQSZdpZtODV6h__HgvKS8-FCgkYTybM4CrCvIZI5xCuc75NOLt_-gzOm5hxZRhRTl2FW/s16000/Top+20+Models.jpg" /></a></div><div class="separator" style="clear: both;"><br /></div><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px; text-align: center;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">On the YTD table, the Tesla Model 3 returned to the 1st place, and the 30,000 units advance it has over the #2 Wuling Mini EV should be enough to keep the tiny Chinese EV at bay during the next couple of months.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">The Tesla Model Y has secured its Bronze Medal position, distancing itself from the #4 BYD Han EV, with the midsize <i>Crossover-disguised-as-SUV</i> now preparing its first assault at runner-up spot in June.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">The first position change outside the podium happened in #6, with the Nissan Leaf jumping four positions (discounts do indeed help to move metal...), even allowing the veteran model to improve on its 2020 position (#7) and keep the Best Seller status in compact class <i>(Where are thou, ID.3?...)</i>.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">The BEV side had other models on the rise, like Hyundai Kona EV jumping 9 spots, to #8, with the Korean crossover now being the new king on the subcompact class (B-segment), while the Audi e-Tron joined the Top 10, recovering the Best Seller status in the full size class.</span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">On the second half on the table, reference to the BMW 330e climbing to #18, with 11,798 units, which is less than one tenth of the Model 3 deliveries... </span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">After a long absence, we salute the return of the Chevrolet Bolt, in #20, with the GM EV scoring last month a record performance of 6,123 units.</span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">Outside the Top 20, two models are set to join the table soon, the #21 Peugeot 208 EV continues knocking at the door, with the French hatchback now being 700 units behind the aforementioned <i>Chevy</i> Bolt.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><br /></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><br /></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEggYY6C1Ce7al95EWgUo7mSTJpgNYqEXAolHAj24Bu0KOVoCZK0ax0M_m_1SxtdKtPglIcd5KJ5JvfpL8HdnySUhUk2E6UQEb81u33i_w_7MC5JXK8lh95kAhkNAZ0t33MPYpK-TIo66FMX/s490/Top+20+Brands.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="367" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEggYY6C1Ce7al95EWgUo7mSTJpgNYqEXAolHAj24Bu0KOVoCZK0ax0M_m_1SxtdKtPglIcd5KJ5JvfpL8HdnySUhUk2E6UQEb81u33i_w_7MC5JXK8lh95kAhkNAZ0t33MPYpK-TIo66FMX/s16000/Top+20+Brands.jpg" /></a></div></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><div class="separator" style="clear: both; text-align: center;"><br /></div></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><span style="font-family: arial;"><br /></span></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><span style="font-family: arial;">Manufacturers: Tesla firm in #1</span></b></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><b></b><i></i><u></u><sub></sub><sup></sup><strike></strike><br style="margin: 0px;" /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;">Tesla's March score (108,398 units) represented not only a new all-time high, but also the first time we see a six-digit score on the monthly table, consolidating the expectation that Tesla will end the year with over 800,000 units</span></span><span face="arial, tahoma, helvetica, freesans, sans-serif">.</span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">Looking at the EV maker numbers in more detail, one might say that both sides of the <i>Tesla fence</i> are right:</span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">* Pro-Tesla analysts are right to say that the <i>Tesla demand cliff</i> is a myth, as deliveries have jumped 109% YoY, and expect them to continue at similar rates during most of the year, and possibly also during 2022. </span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">* But Anti-Tesla analysts are also right to say that competition is stealing share from Tesla, because while in absolute numbers the EV maker will continue to grow in the foreseeable future, that growth will come at the cost of ICE models, because Tesla's share within the plugin market is now dropping, as new models from the competition are being launched seemingly every day and the PEV market is growing faster than Tesla. In Q1 2020, Tesla had 19% share against the current 16%, and should lose a couple more percent points until the year end. <i><span style="color: #2b00fe;">(The same applies for BEV purists, Tesla had 29% of the BEV market in Q1 2020, now it has 25%)</span></i>.</span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But then, who is winning share YoY? </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">There are a few, besides the obvious case of SGMW, that came out of nowhere to the currrent 9% share, the most unexpected for me is Mercedes, that now has 5% share against the 3% of 12 months ago, thanks to its long, and strong, lineup of PHEVs and the ever expanding BEV lineup (at this pace, they will run out of alphabet letters for their EQ range in about 2 years...), the once laggard Mercedes is starting to threaten its BMW arch-rival, with the three-pointed-star maker climbing another spot in March, to 6th.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Great Wall's ORA ever expanding lineup is also helping the Chinese maker to gain share, from the 1% of March 2020, to the current 3%, while little NIO has managed to survive in the shark tank and is gaining scale, now having 2% of the global plugin market, now that survival is assured, i believe now it is the time for the Chinese EV startup to adventure itself into overseas markets.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Finally, Ford has also increased its share, by 1%, thanks to the return to normal of the Ford Kuga/Escape PHEV and the addition of the Mustang Mach-E.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But let's return to last month performances, Volkswagen is recovering from a poor start of the year and climbed to 4th, with the same story applying to Renault and Hyundai, with the French maker up to #12, while the Korean jumped to #16.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Far from the spotlight, Toyota is slowly climbing the table, now in #14, thanks to the (slow) production ramp up of the PHEV version of its RAV4 Best Seller, with the Japanese maker registering a record 10,226 units last month. Do not rule Toyota out of the race just yet... </span></div><div style="margin: 0px;"><br /></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif;"><span style="font-family: arial;">Outside the Top 20, a reference to Porsche, that thanks to a record 6,077 deliveries in March, it is the new #21, less than 600 units away from a Top 20 spot, an outstanding performance for such a niche (and expensive) brand.<br /></span></div><div><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com34tag:blogger.com,1999:blog-1399793419425111085.post-39100252900339243672021-04-27T05:49:00.023+00:002021-04-27T05:49:00.285+00:00Europe March 2021<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNjkaaNh5XIHRtqSpQc06OqQHFWvchhOHGtWu9BLd93OMTckymaVLtc4_VoxgtXvR40Hhn-cVBE8HXjnAdfgTxqepi2A_leWd1fSHT86VyzcoXIvbc91WwA4TW_ZwP_MQgct5v5PfEhSA4/s666/Model+3+California+Beach+3.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="375" data-original-width="666" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNjkaaNh5XIHRtqSpQc06OqQHFWvchhOHGtWu9BLd93OMTckymaVLtc4_VoxgtXvR40Hhn-cVBE8HXjnAdfgTxqepi2A_leWd1fSHT86VyzcoXIvbc91WwA4TW_ZwP_MQgct5v5PfEhSA4/w400-h225/Model+3+California+Beach+3.jpg" width="400" /></a></div><br /> <p></p><p><b><span style="font-family: arial;">Tesla Model 3 new #1 in hot market (16% share!)</span></b></p><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><b><br /></b></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">The European passenger plugin market continues on the rise, having registered over 227,000 units in March </span><span style="font-family: arial;">(+169% YoY),</span><span style="font-family: arial;"> placing last month plugin share at 16% share (7.6% BEV)</span><span lang="" style="font-family: arial; margin: 0px;">, pulling the 2021 PEV share to 15% (6.6% for BEVs alone).</span></div><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"><br /></span></div><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;">This time growth came from both fields, with BEVs doubling their sales year-on-year, but PHEVs </span><span style="font-family: arial;">continue surging at a faster pace, having seen their sales jump by 264% YoY last month, confirming plugin hybrids as the major growth source for plugins in the first months of 2021.</span></div></div><div style="margin: 0px;"><div style="margin: 0px;"><br /></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;">With a higher than expected <i>end-of-quarter </i>peak, the Model 3 won its second Best Seller title in a row, confirming its good form this year.</span></div><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The same can't be said about the remaining 2020 podium bearers, as that year winner Renault Zoe was only 4th in March, while the VW ID.3, Bronze medalist last year, continues to underperform, reaching a low 6th place last month...With VW's hatchback faltering, all eyes are now on the new ID.4 crossover, that had its first <i>real</i> deliveries month in March, ending the stage in #5, already above its slightly older (and shorter) sibling. A sign of things to come? </span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><b><span lang="" style="margin: 0px;">Looking at March Top 5 Models:</span></b></span><span face=""><br /></span></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""></span><br /></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"><span face="">#1</span><span face=""> </span></span><span style="font-family: arial; font-weight: 700;">Tesla Model 3</span><span style="font-family: arial;"> </span><span style="font-family: arial;">– </span><span style="font-family: arial; font-variant-east-asian: normal; font-variant-numeric: normal;"><span lang="PT" style="font-variant-east-asian: normal; font-variant-numeric: normal;">The <i>sports sedan</i> returned to form, by delivering </span><span lang="PT"><b>24,184 </b>deliveries last month, a larger than expected high tide, allowing it to register 4 times more units than the runner-up Hyundai Kona EV. Regarding March, the Model 3 hade several 4-digit scores, namely in the United Kingdom (6,500 units), France (4,524), Germany (3,699), Norway (2,169), Italy (1,363) and Sweden and Austria, both with 1,192 units each.</span></span><br style="font-family: arial;" /><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div><span face="" style="font-variant-east-asian: normal; font-variant-numeric: normal;"><span lang="PT" style="font-family: arial;">#2 <b>Hyundai Kona EV</b> – The Korean crossover is already recovering from the pull forward stunt of the last months of 2020, something that others can't say the same, with the Hyundai EV reaching the runner-up place in February, no doubt thanks to its competitive range vs price ratio, with the distinctive crossover scoring <b>5,643</b> deliveries last month. In March, Germany was by far the best market for the Hyundai nameplate, with 3,237 deliveries, followed by the United Kingdom (800 units), France (409) and Norway (349). </span></span></div><div></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="">#3</span><span face=""> </span><b>Volvo XC40 PHEV</b><span face=""> </span><span face="">- The smallest of Volvo's PHEV lineup is now the the continent's favorite PHEV</span><span face="">, as the Swedish carmaker sees their plugin hybrid versions as <i>just another trimline</i> in Europe, facilitating sales, especially of the XC40, that sits at the heart of the <i>hot</i> compact SUV category. In March, the Belgian-built Volvo scored <b>5,567</b> registrations, earning its 3rd Best Selling PHEV title in a row. The markets where the Volvo plugin was in high rotation were Sweden (1,192 units), the United Kingdom (900) and Germany (624 units). Without production constraints and currently experiencing strong demand, the compact Volvo is a strong candidate for the 2021 PHEV Best Seller title. </span></span></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="" style="margin: 0px;">#4 <b>Renault Zoe</b> – The <b>5,482 </b>deliveries number show that the French hatchback is yet to recover from the last year end peak effort, having seen its registrations drop by in two digits last month, an even more worrying event, when we consider the context of doubling sales in the European BEV market. In any case, the main markets in March were the usual, with Germany (1,692 units) leading, followed by France (1,519), while Italy (721), was a distant 3rd</span><span face="" lang="" style="margin: 0px;">. </span></span></div></div></span></span></div><div style="margin: 0px;"><br /></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="">#</span><span face="">5 <b>Volkswagen ID.4</b> – Sitting in the vortex of the current hottest trends (Plugins and compact Crossovers/SUVs) much is expected from the new Volkswagen, especially considering that its ID.3 sibling hasn't really</span></span><span style="font-family: arial;"> </span><i style="font-family: arial;">set the market on fire</i><span style="font-family: arial;">...The ID.4 doesn't have much margin for failure, so it was good to see it start its first <i>real</i> deliveries month in 5th, just 500 units behind the runner-up Hyundai Kona EV. With the ID.3 failing to run at the same pace of the Tesla Model 3, now its up for the ID.4 to save VW's honor in Europe. But back at last month performance, the German EV registered </span><b style="font-family: arial;">5,104</b><span style="font-family: arial;"> units, with the biggest market being its homeland Germany, with 872 registrations, followed by Norway, with 856 units, and the United Kingdom (500).</span></div></div></div></div></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSYaKZX2g7nFVinx8p4jk70XKgwPZ6qsZs3tY3FsnewbVlD1p-kPxmIfdr9-NciEaDrep026P-2oiMDdZLr4R3qSKylHjaA1MbD-IacM_EvOt5XFkHxHu6vEHyG-Zp9PlgantXRk9pmXHs/s497/EUR+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="497" data-original-width="282" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiSYaKZX2g7nFVinx8p4jk70XKgwPZ6qsZs3tY3FsnewbVlD1p-kPxmIfdr9-NciEaDrep026P-2oiMDdZLr4R3qSKylHjaA1MbD-IacM_EvOt5XFkHxHu6vEHyG-Zp9PlgantXRk9pmXHs/s16000/EUR+M.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><br /></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div style="margin: 0px;"></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the remaining March table, besides the disappointing performance of the VW ID.3, the highlights regard several record performances on the table, like the #7 BMW 3-Series PHEV scoring a record 4,957 units, the #10 Peugeot 3008 PHEV hitting a record 4,243 registrations, while the veteran VW e-Up hit a record 4,206 units, an amazing performance for the small EV, that can only be explained by the lower than expected sales of the ID.3, that is forcing the German maker to increase production of the cheaper (and less profitable) e-Up.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Still on the subject of record performances, and highlighting the great moment of Volvo, the XC60 PHEV scored another record score, with 4,189 units, slightly ahead of another record performer, the Peugeot 208 EV (4,098) and the #19 BMW X1 (3,876).</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">A mention also to the Nissan Leaf, that thanks to heavy discounts of its 62 kWh version, has jumped to 8th last month, with 4,708 units.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Outside the Top 20, a mention to the Toyota RAV4 PHEV, with the Japanese maker continuing to ramp up the deliveries of its RAV4 PHEV model, reaching 2,575 units last month, a new record for the Japanese SUV and the same number of units registered as the Peugeot 2008 EV, with the French crossover apparently still in (slow) production ramp up. The Mini Cooper EV scored a record 3,324 units performance.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Finally, an interesting fact, if we sum all VW Golf cousins PHEV sales together (Seat/Cupra Leon + Skoda Octavia + Audi A3), we get almost 10,000 units, which added to the VW Golf PHEV registrations, we would reach some 14,000 PHEVs on these compact cars alone. </span></div></div></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"></div><div align="center" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; margin: 0px;"><div style="margin: 0px;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQghZjVacGvWCMMtyi6sdJWh1jVJ4aKm0JtTKAXVmjsm5sWus4-u1sFFBGf-k3ScX6taSyUtlTT2NS5D3FH4vxsuP43-y7boVLNFUXs_b4132dDklFtooxq_Qe5-eJThEDH7YzZkjm6e0d/s496/EUR.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="496" data-original-width="353" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQghZjVacGvWCMMtyi6sdJWh1jVJ4aKm0JtTKAXVmjsm5sWus4-u1sFFBGf-k3ScX6taSyUtlTT2NS5D3FH4vxsuP43-y7boVLNFUXs_b4132dDklFtooxq_Qe5-eJThEDH7YzZkjm6e0d/s16000/EUR.jpg" /></a></div><br /><div class="separator" style="clear: both;"><br /></div><div style="margin: 0px;"><br /></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><b><span lang="" style="margin: 0px;">Looking at the 2021 ranking</span></b><span lang="" style="margin: 0px;">, the main news was the Tesla Model 3 shooting for Number One, with the sports sedan having almost a 20,000 units lead over the #2 Volvo XC40 PHEV.</span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span lang="" style="margin: 0px;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span lang="" style="margin: 0px;">And with the remaining last year Best Seller competitors underperforming, the Renault Zoe is down 39% YoY, while the all-new VW ID.3 is just 12% above what the then veteran e-Golf had 12 months ago, one can already say that this Second Quarter will be a stroll around the park for the sports sedan, possibly securing enough advantage over the competition to allow it to manage a demand defection to the Tesla Model Y or volume surges in the competition tallies, now being the main favorite to win the 2021 Best Seller title in Europe.</span></span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;">But the Climber of the Month was the Hyundai Kona EV, that jumped 5 spots, to #5, with the Korean crossover now ambitionin a podium seat.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The BMW 330e also had a good month, climbing to 6th, but year-to-date, the BMW midsizer has about a third of the Tesla Model 3 sales, which says a lot about the <strike>impossible</strike> uphill battle that the future BMW i4 will have to face... </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the second half of the table, </span><span style="font-family: arial;">the small VW e-Up continues to climb in the ranking, it's now in #13, just one position below another rising model, as the Ford Kuga PHEV (Euro-spec Ford Escape) jumped from #16 to #12 in March.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;">We had three models returning the table in March, with the most surprising being the Nissan Leaf, up to #16, while the VW Golf PHEV was up to #17 and the Mercedes A250e, last year Best Selling PHEV, jumped to #19.</div><div style="margin: 0px;"><br /></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;">Unlike the models ranking, where we already have a clear favorite, in the makers ranking, balance is the word, with the 3 top brands separated by just 700 units, as Volkswagen, Mercedes and BMW all have 10% share, with the Wolsburg brand currently on top, but the differences are so small that anything can happen.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;">Below these three we have the #4 Volvo, with 8%, followed by Tesla (7%), while in tied in 6th, we have Peugeot and Renault, both with 6% share, with the first currently having a 34 units advantaged over its arch-rival. </span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><br /></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><br /></div></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><h3 style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; position: relative; text-align: center;"><span style="font-family: arial;"><span style="font-size: small;">BEV D-Segment / Midsize category</span></span></h3><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: start;"><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><br /></div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6ecEiwt2tbhDK-qP-pCJVAqfr0yal3saKw8CaUx00JpKFweCn4I7DOmdSlu36RNKjtxlasDgKSTaJJkFz_jZeSpBzWzVupM9bn5Y5ZTlAs2cymiWWbUxY-4OEYQhk3-O55Y4nTbmNcKb3/s195/EUR+D.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="91" data-original-width="195" height="149" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6ecEiwt2tbhDK-qP-pCJVAqfr0yal3saKw8CaUx00JpKFweCn4I7DOmdSlu36RNKjtxlasDgKSTaJJkFz_jZeSpBzWzVupM9bn5Y5ZTlAs2cymiWWbUxY-4OEYQhk3-O55Y4nTbmNcKb3/w320-h149/EUR+D.jpg" width="320" /></a></div><br /></div><div style="margin: 0px;"><br /></div></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: center;"></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">Tesla's midsize sedan lives in another galaxy, having won a sizeable distance over the competition, and has seen its sales increase 47% over the first quarter of 2020, highlighting the fact that it won't have significant competition in the next few months, as the Tesla Model Y will only land in the second half of the year.</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">The Mercedes EQC (2,131 units last month) recovered the second spot, having surpassed the Polestar 2 in March, with the Sino-Swede now being some 400 units behind the Mercedes SUV (4,194 vs 3,792).</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal;"><span style="font-family: arial;"><span style="text-align: left;"></span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;">So far, the only other significant midsize BEV was the Jaguar i-Pace (792 units in March), but the BMW iX3 has finally started to be delivered in volume, with the midsize BMW delivering 566 units last month</span></span><span style="font-family: arial; text-align: left;">.</span></div><div style="margin: 0px;"><span style="font-family: arial; text-align: left;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial; text-align: left;">Will we see it surpass the Jaguar in the next couple of months?</span></div><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div></div><h2 class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; position: relative; text-align: center;"><span style="font-family: arial;"><span style="font-size: small;">BEV E/F-Segment / Full Size category</span></span></h2><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: start;"><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEVLeXAsurjyK1GvDe-p5kXmCltqQqJGKGfgHSxX50MCDMyjyq4zfz_ffKdKXwIlX0WxkYcPAKERYxlP3ZAxRuweI3kphFpua7i9KMPZOZnD0M9vk5UDtz7CcYCIBlZO3T8bn6HT2Mb5qB/s195/EUR+E.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="90" data-original-width="195" height="148" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEVLeXAsurjyK1GvDe-p5kXmCltqQqJGKGfgHSxX50MCDMyjyq4zfz_ffKdKXwIlX0WxkYcPAKERYxlP3ZAxRuweI3kphFpua7i9KMPZOZnD0M9vk5UDtz7CcYCIBlZO3T8bn6HT2Mb5qB/w320-h148/EUR+E.jpg" width="320" /></a></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div></div></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: center;"></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;">The e-Tron domination is unquestionable but its seemingly never ending growth seems to have finally stopped, with the Big Audi current 7,642 units representing an 8% sales drop YoY, but despite this, the Audi SUV seems destined to win another category title this year, with Tesla basically giving up on the Model S & X for the first half of the year, what they will recover in the second half of the year, shouldn't be enough to compensate for the drought in the first half, while the #2 model, the Porsche Taycan (1,778 units last month) is too niche to go head to head with the e-Tron in the sales charts.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Regarding the remaining competition, the Mercedes EQV <i>Luxury Van</i> is still in 3rd place, with 431 units, 41 more than the Audi e-Tron GT, but shouldn't be here for long, as the Audi e-Tron GT production ram-up should allow it to reach the podium soon, thus making a 1-2-3 lead for the VW Group.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><br /></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com41tag:blogger.com,1999:blog-1399793419425111085.post-9371494214210713952021-04-22T06:11:00.403+00:002021-04-22T06:11:00.313+00:00China March 2021<p><span style="font-family: arial;"><b><span face="Arial, sans-serif"></span></b></span></p><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><b><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSD4_M2q0gVbhU8SG8QFnFnGFr3GfWaOfaMTTnhoNxE8ITBr7kffVFlrY9IHJY-hNMuG3OyaIwcXnzTnMLuqs5vYA0NAHCWezhRViSmo3Yx8tKPgX2QNBaMvfDHPqVFS2tmaYLmQmoTvG0/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="1227" data-original-width="2562" height="191" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSD4_M2q0gVbhU8SG8QFnFnGFr3GfWaOfaMTTnhoNxE8ITBr7kffVFlrY9IHJY-hNMuG3OyaIwcXnzTnMLuqs5vYA0NAHCWezhRViSmo3Yx8tKPgX2QNBaMvfDHPqVFS2tmaYLmQmoTvG0/w400-h191/image.png" width="400" /></a></b></span></div><span style="font-family: arial;"><b><br /><br /></b></span><p></p><p><span style="font-family: arial;"><b><span face="Arial, sans-serif">11% share!</span></b></span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Plugins are a hot item in China, having scored a near-record 211,000 units last month, jumping 244% regarding the same month last year, making it the second best month ever, only behind last December. <o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">Last month plugin share reached the two-digits mark for the first time ever, by hitting 11% (9.2% BEV), pulling the 2021 share to 10% (8% BEV), and considering January and February are China's weakest months, we can now safely assume that the local plugin market share will end North of the two-digits mark this year, and the total tally of the year will exceed 2 million deliveries!</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">After Europe, #EVDisruption is now reaching China... </span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">Looking at March Best Sellers were exacly the same as February, and in the same order, with the Wuling Mini EV leading the pack, followed by both Teslas in the remaining podium positions.</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif">Here’s March Top 5 Best Selling models individual performance:</span><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face=""&quot", serif"><span style="font-family: arial;"> </span></span><span style="font-family: arial;"> </span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">#1 – Wuling HongGuang Mini EV</span></b><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;"><span face="Arial, sans-serif">After a small break in February, the Wuling EV is back at full speed, scoring a record </span><b>39,745</b><span face="Arial, sans-serif"> units last month, resuming its long streak of records, and allowing it to <b>reach the 3rd spot in the overall market</b>, with the little Wuling selling some 270,000 units in 270 days, meaning that if the tiny four-seater continues to grow at this pace, a half a million score by the end of the year seems not only feasible, but likely. The Wuling EV is becoming a disruptive force in urban mobility, a true <i>EV for the masses</i>, and unlike what many might think, its success isn't just happening in the poorer regions of China, as the tiny EV is also selling well in places like Tianjin (3rd Best Selling EV), Guangdong (#2), or Fujian (#1), and like a certain 1959 model bearing the same name, or the original bug-named VW, the Wuling Mini EV is becoming a sort of icon for classless transportation, as the people buying it (mostly females, mostly under 35 year olds) are usually a hard to capture audience. This EV has a lot to become a game changer, and not only in China...</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><b><span face="Arial, sans-serif"><span style="font-family: arial;"> </span></span></b></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">#2 – Tesla Model 3</span></b><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">The poster child for electric mobility hit a record </span><b style="text-align: justify;">25,327</b><span face="Arial, sans-serif" style="text-align: justify;"> units last month, allowing it to reach the 11th spot in the overall market, a rather surprising result in retrospective of past performances, and considering that MiC Model 3 are now being exported to Europe and the Asia-Pacific region, we might start to see end-of-quarter peak deliveries in China, replicating the behavior of the US-made Model 3. Something we will no doubt have the opportunity to check in the next couple of quarters...</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;"><br /></span></span></p><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><p class="MsoNormal" style="line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">#3 – Tesla Model Y</span></b><span face=""&quot", serif"><o:p></o:p></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">Tesla's new baby hit </span><b style="text-align: justify;">10,151</b><span face="Arial, sans-serif" style="text-align: justify;"> units last month, and while it’s not (yet) a Model 3-beating score, it means that the production ramp-up is going smoothly and should hit its peak during the second quarter of the year. Tesla’s midsize crossover future cruise speed in China is a question mark, while traditionally SUVs/Crossovers haven't sold as much as their sedan counterparts, the truth is that the market is leaning towards higher riding bodies, so the Model Y could surf the wave and outsell the Model 3 by some margin. </span></span></p><div><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;"><br /></span></span></div><div><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;"><br /></span></span></div></div><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><b><span face="Arial, sans-serif"><span style="font-family: arial;">#4 – Great Wall ORA Black Cat (R1)</span></span></b></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span face="Arial, sans-serif" style="text-align: justify;"><span style="font-family: arial;">Ora's ever-growing Cat Pack (the <i>VW-Beetle inspired</i> Punk Cat has just been presented at the Shanghai Auto Show), is becoming quite popular, and none of them has been as popular as the tiny Black Cat, that delivered <b>8,527</b> units in March, allowing the Great Wall model to continue in the forefront of the resurgence of City EVs and might reach new heights soon, say maybe...10,000 units-plus in April?.</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="text-align: justify;"><span style="font-family: arial;"><br /></span></span></p><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><b><span lang="EN-US"><span style="font-family: arial;">#5 – BYD Han EV</span></span></b></div><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt;"><b><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></b></div><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt; text-align: justify;"><span style="font-family: arial;">The successful career of BYD’s luxury sedan in China has been resumed in March, by delivering <b>7,956</b> units, enough to beat the 2<sup>nd</sup> best selling full-size model (Li Xiang One) by a sizeable margin, as the big SUV ended some 3,000 units behind. The current poster-boy for BYD is expected to continuing thriving in the foreseeable future, keeping the category leadership with an iron fist.</span></div><div class="MsoNormal" style="background-color: white; line-height: normal; margin: 0cm 0cm 0.0001pt; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYvZLLr_jNdx-zLtgGId-iw9iK2GVFH0N-igLc7y9XFNQXrb1rbquukHGPy94xcQ6maQYjfSdAPV79prRvL9rt8eu06EjBWz3jYKOexkRo1HutwhYlmJIMg8HpZLo6advx5qgVANzXSRx9/s467/CN+M.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="467" data-original-width="273" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYvZLLr_jNdx-zLtgGId-iw9iK2GVFH0N-igLc7y9XFNQXrb1rbquukHGPy94xcQ6maQYjfSdAPV79prRvL9rt8eu06EjBWz3jYKOexkRo1HutwhYlmJIMg8HpZLo6advx5qgVANzXSRx9/s16000/CN+M.jpg" /></a></div><br /></div><p style="background-color: white;"></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-size: initial;"><span style="font-family: arial;">Looking at the remaining Best Sellers table in March, a mention to the rise and rise of the small Changan Benni EV, with 4,076 units, its 3rd record performance in a row, allowing the <i>Toyota Yaris-like</i> hatchback to reach the 9th position last month, and raising the question if we aren't witnessing the rise of a new star in the competitive Chinese EV market...Discuss.</span></span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Another model with surging sales is the new BMW iX3, 10th last month with a record 3,519 units, with the midsize SUV now being BMW's main bet in China, and the only other foreign model on the table, besides the Tesla siblings. </span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Local startups continue to shine, and the highlight of the month belonged to Hozon's small Neta V, that scored a record 3,206 units, while in total we had 7 representatives from 6 different startups in the table, with the highest placed being the #7 Li Xiang One (4,900 units), this is creating an interesting phenomenon, while established Chinese makers (FAW, Dongfeng, etc) are apparently oblivious to the current NEV wave, it's smaller makers, like BYD, and the local startups that are filling the empty space. The most bizarre example is Geely, owner of Volvo and Polestar, two brands that are heavy on plugins, and inclusively Geely itself is leading plugin markets in places like Russia and Belarus, and yet, in its home market, it has less than 1% share...</span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Speaking of BYD, after a quick transition into the new Blade Battery in its lineup, the new policy is now starting to bear its first fruits, with the new BYD D1 people carrier showing up in #16, thanks to 2,796 units, its fourth record result in a row, while the new Qin Plus PHEV had its first volume month, allowing it to show up in #18, with 2,509 units.</span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;"><span face="Arial, sans-serif">Below the Top 20, a reference to the <i>ramp-up</i> of ORA's White Cat (2,406 units) and Good Cat (2,116), while the VW Magotan PHEV (Euro-spec Passat, but made in China) hit a record 2,352 units, and still on the Volkswagen stable, a mention to the ramp-up of the ID.4, that reached 990 units last month</span>. </span></p><div class="separator" style="background-color: white; clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="background-color: white; clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgPXbSFJ4HxPUeuol_bbp6027Gvb-csRSM6RVCdEZNiarIQuPTacTuK5s-m0QLOOVb-g5Kkzzat6U99tR89mm8kcPicYOd0dzCuZRT_WChmODr67sR1IB64msTb7BlSE8rpIOKBunZYcpXl/s466/CN.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="466" data-original-width="315" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgPXbSFJ4HxPUeuol_bbp6027Gvb-csRSM6RVCdEZNiarIQuPTacTuK5s-m0QLOOVb-g5Kkzzat6U99tR89mm8kcPicYOd0dzCuZRT_WChmODr67sR1IB64msTb7BlSE8rpIOKBunZYcpXl/s16000/CN.jpg" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;"><b><span face="Arial, sans-serif">Looking at the 2021 ranking</span></b><span face="Arial, sans-serif">, the Wuling Mini EV is the undisputed leader, and the same can be said about the runner-up Tesla Model 3, so unless something unexpected occurs, the top two positions are already taken for</span></span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Below it, the Climber of the Month was once again the Tesla Model Y, that jumped four positions, into #5, and this was the only change in the Top 10.</span></p><p class="MsoNormal" style="background-color: white; line-height: normal; margin-bottom: 0cm;"><span style="font-family: arial;"><span face="Arial, sans-serif" style="text-align: justify;">There wasn't also much to talk about on the second half of the table, the NIO ES6 climbed to #11, while the BMW iX3 joined the table, in #16, interestingly, all three climbers in this Top 20 were high end midsize SUVs...A coincidence? </span><span face="Arial, sans-serif" style="text-align: justify;"> </span></span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span style="font-family: arial;">Just o</span><span style="font-family: arial;">utside the Top 20, we have two models on the rise, with the #21 BYD D1 just 767 units behind the #20 Ora Good Cat, so the MPV might already join the table in April, while the small Leap Motor T03 could also reach the Top 20 soon, with the startup model only 1,074 units below the table.</span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Looking at the makers ranking, the SGMW joint-venture (21%, down 1%) is in the leadership, while below it, Tesla (14%, up 2%) is now firmly in the 2nd spot, ahead of BYD (11%).</span></span></p><p class="MsoNormal" style="background-color: white; background: white; line-height: 13.85pt; margin-bottom: 0cm; text-align: justify;"><span face="Arial, sans-serif"><span style="font-family: arial;">Below the podium, SAIC (7%, down 1%) is 4th, followed by the #5 Great Wall (6%) and the #6 NIO (5%)</span></span></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com30tag:blogger.com,1999:blog-1399793419425111085.post-4798532537178564872021-04-19T05:33:00.284+00:002021-04-19T05:33:00.257+00:00Germany March 2021<p style="background-color: white;"><span style="font-family: arial;"><b></b></span></p><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><b><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQWjqrGCMeZ_eCbQiPuQCZRX7HD-FyEL8mhb-BPOndL9F854efRyk3HI08inXRZHinwwzWBlgdcD9QbNBKTFo2iQNgR_TvsJbnvsccRuDf1tFsf-mjuhup4oaBdD6iXG-iE1Sej8Mkom_J/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="432" data-original-width="768" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQWjqrGCMeZ_eCbQiPuQCZRX7HD-FyEL8mhb-BPOndL9F854efRyk3HI08inXRZHinwwzWBlgdcD9QbNBKTFo2iQNgR_TvsJbnvsccRuDf1tFsf-mjuhup4oaBdD6iXG-iE1Sej8Mkom_J/" width="320" /></a></b></span></div><span style="font-family: arial;"><b><br /><br /></b></span><p></p><p style="background-color: white;"><span style="font-family: arial;"><b>Tesla Model 3 wins in March, but Volkswagen leads the way</b><b> </b></span></p><p style="background-color: white;"><span style="font-family: arial;"><span style="text-align: justify;">The German plugin market scored over 65,000 units last month, with both technologies rising fast, particularly plugin hybrids (+191% for BEVs and +278% YoY for PHEVs)</span><span style="text-align: justify;">, with last month plugin share ending at 23% (10% BEV), pulling slightly up the yearly tally, to</span><span style="text-align: justify;"> 22% (9.9% BEV), so this market sits firmly in </span><span style="text-align: justify;"><i>The Disruption Zone</i>.</span></span></p><p style="background-color: white;"><span style="text-align: justify;"><span style="font-family: arial;">And in a rebounding overall market (+36% YoY), petrol failed (+7% YoY) to profit from it, while diesel is helplessly in a hell hole (-5%), with its sales continuing to fall, even in the context of a recovering market.</span></span></p><div class="MsoNormal" style="background-color: white; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span><div class="separator" style="clear: both;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzzjDa7cRRmEIxUWkHxuF3AGXSlity_-URmNRijS7EkyPvtgiaiaP51CumobsG2sH7n0uwbTdUpVmgsw70nBvFt_dOLOlLAqvKObU4twAO3b-lsVGlUaFXl8adHrazgIBkQV6r4benBhTJ/s491/DE+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="491" data-original-width="285" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzzjDa7cRRmEIxUWkHxuF3AGXSlity_-URmNRijS7EkyPvtgiaiaP51CumobsG2sH7n0uwbTdUpVmgsw70nBvFt_dOLOlLAqvKObU4twAO3b-lsVGlUaFXl8adHrazgIBkQV6r4benBhTJ/s16000/DE+M.jpg" /></a></div><span style="font-family: arial;"><br /></span></div></div><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;">Looking at last month Best Sellers, in March we had a surprise winner, with the Tesla Model 3 beating its Volkswagen arch-rival, the... e-Up! Wait, what?!?</span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;">Yep, by registering 3,599 units in March, its second record performance in a row(!), the veteran model (VW's city car is on the market for 10 years now, and its EV version exists since 2013), not only put to shame its larger siblings, namely the #5 VW ID.3, but was close (it ended just 100 units behind) from stealing the thunder from a record-setting Tesla Model 3...</span></span><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><i>Prost</i> for the tiny EV, which is still my favorite VW, as it is the closest we have from the original VW Beetle concept: Cheap, no-frills and reliable transportation for <i>das Volk</i>.</span></span></span></div><div style="margin: 0px;"><span face=""><span face="" lang="" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;"><br /></span></span></span></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">In the 3rd spot we have another surprise, with the Hyundai Kona EV returning to form, thanks to a record 3,237 registrations, banking on its competitive <i>km range per euro</i> score to win its first monthly podium seat since November.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Below the podium<span face=""> Top Sellers, t</span>he 4th place went to another record setting Volkswagen, with the new Golf PHEV winning the Best Seller award in the PHEV category, with 2,792 units, while last year Best Seller, the Renault Zoe, had to settle with an 8th spot, with the French hatchback failing to follow the pace of the Model 3 and the VW armada that followed it.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The Mini Cooper EV jumped to 9th, thanks to a record 1,674 deliveries, thus making 7 BEVs in the in the Top 9, but below it, it's a sea of PHEVs, with the only exceptions being the #16 BMW i3, which reflects one if the current market trends, while the BEV market is concentrated (almost literally) in half a dozen models, the models choice in the plugin hybrid field is far greater and spanning through much a wider type of customers and needs, leading to a more diversified market.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">One example is the fact that the VW Golf PHEVs cousin models are all present in the Top 20 (Audi A3 in #12, Seat Leon PHEV in #18 and Skoda Octavia in #19), while the VW ID.3 MEB platform siblings are still either in different stages of production ramp-up (VW ID.4 and Skoda Enyaq), just being presented (Audi Q4 e-Tron) or still under wraps (Seat/Cupra El-Born), and this exercise can be replicated in a number of other OEMs, true BEV takeover of the market will only be possible when pure-electric model choice is nearly as complete as PHEV or ICE models. No one-size-fits all recipe will work, wether some people like it or not.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Outside this Top 20, a mention to the continuous ramp-up of the Fiat 500e, now at 748 units, while two other models are also ramping up their deliveries, with the Opel Mokka EV now at 526 units, while the VW Tiguan PHEV had 548 deliveries.</span></div><div style="margin: 0px;"><span style="font-family: arial;"> </span><span style="font-family: arial;"> </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb-5OSzt9WGMDtGC3Neujp9TGHDNT7EnecHox-7uoADZCJClxb4x5XOOXjH4-BhyphenhyphenkdMPSts_nf3Mx39AsnSBVgIOk4XssuxzzlBfU1hogIQEzR2i9jpIXmJzhsFPWPObGp6CnZC7HAvwwP/s489/DE.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="489" data-original-width="316" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb-5OSzt9WGMDtGC3Neujp9TGHDNT7EnecHox-7uoADZCJClxb4x5XOOXjH4-BhyphenhyphenkdMPSts_nf3Mx39AsnSBVgIOk4XssuxzzlBfU1hogIQEzR2i9jpIXmJzhsFPWPObGp6CnZC7HAvwwP/s16000/DE.jpg" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div><div style="margin: 0px;"><div><span style="font-family: arial;"><span face="">R<span face=""><span face="">egarding the 2021 table, we now have the tiny VW e-Up on top, with a sizeable distance (1,229 units) over the rising Tesla Model 3, relegating the previous leader, the VW ID.3, to 3rd</span></span></span>. <i>We were expecting more, ID.3...</i></span></div><div><span face=""><span style="font-family: arial;"><br /></span></span></div><div><span style="font-family: arial;">Another model on the rise was the Hyundai Kona EV, up 2 spots, to 4th, while the VW Passat PHEV climbed to #6, thus making 4 VW's in the Top 6.</span></div><div><br /></div><div><span style="font-family: arial;">On the second half of the table, the Mercedes E300e/de jumped three spots, to #11, and is now the only full size model in the table. </span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Highlighting the good moment of the VW Group, besides the Volkswagen models in the Top 20, we should mention the Audi A3 PHEV jumping from #20 to #15 last month, all while their Czech and Spanish cousins joined the table, with the Skoda Octavia PHEV jumping to #18, and the Seat Leon PHEV to #20.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">But these weren't the only new faces on the table, as the Mercedes A250e re-joined the table,in #16, while the Mini Cooper EV slalomed its way through a forest of PHEVs to end the month in #17. </span></div><div><span style="font-family: arial;"><br /></span></div></div></div><div style="margin: 0px;"><span face=""><span style="font-family: arial;">In the brands ranking, Volkswagen (18%, down 1%) is clearly leading its home market, followed by <span face="">Mercedes (11%, up 1%) and BMW (9%), while #4 Audi (7%, down 1%) is not too far away.</span></span></span></div><div style="margin: 0px;"><span face=""><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">Further behind, Hyundai and Renault, both with 5% share, seem unable to threaten the grip that the local heroes have on the German plugin market. </span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p><br /></p>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com39tag:blogger.com,1999:blog-1399793419425111085.post-49768045994220100182021-04-15T05:36:00.314+00:002021-04-15T05:36:00.275+00:00France March 2021<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgH33Sghra8eyZNGdsP2fa0CuR4LMTkBHEmX4pTUnD8vH4Sg1qWkdTCeQcwWT1IBOYzvJHJpWq1ZHR9hVTnNliKdZy_dm_XUZtugNU8dxds5kD9K2ch1wIpEQQ0_Tph8ePIJGhZAUA2PMav/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="1080" data-original-width="1440" height="240" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgH33Sghra8eyZNGdsP2fa0CuR4LMTkBHEmX4pTUnD8vH4Sg1qWkdTCeQcwWT1IBOYzvJHJpWq1ZHR9hVTnNliKdZy_dm_XUZtugNU8dxds5kD9K2ch1wIpEQQ0_Tph8ePIJGhZAUA2PMav/" width="320" /></a></div><br /><p></p><p style="background-color: white;"><b><span style="font-family: arial;">Tesla Model 3 #1 in France! </span></b></p><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"></div></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span lang="EN-US">In a red hot market, where BEVs jumped 183% YoY and PHEVs shooted 6-fold in March, plugin sales had their second best month ever, with 29,737 units, allowing</span></span><span style="background-color: transparent; font-family: arial;"> the plugin share to reach 16% last month (8.5% BEV), pulling the YTD share to a record 14% (6.9% BEV), which is already a 3% increase over the 2020 result (11%), and the 20% share i predicted for the whole of this year looks well on target.</span><span style="background-color: transparent; font-family: arial;"> </span><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">So, this is what Disruption looks like... </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgy6vG7adqjZYdknuJZrg9FYrmpC7u_ls_bxXtG0FhyV0QbXYEnD5PreO-dTHIG1-81naC83nnALkOalg7pCP8rAjVzAzSW8qkGLolV06fOHbnQZyaOe6j-XU9nq_GL6XYdZkw4ehulncxH/s491/FR+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="491" data-original-width="283" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgy6vG7adqjZYdknuJZrg9FYrmpC7u_ls_bxXtG0FhyV0QbXYEnD5PreO-dTHIG1-81naC83nnALkOalg7pCP8rAjVzAzSW8qkGLolV06fOHbnQZyaOe6j-XU9nq_GL6XYdZkw4ehulncxH/s16000/FR+M.jpg" /></a></div><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div></div></div></div></div></div></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span lang="EN-US">...And Disruption is on display on the last month Best Sellers table, with the highlight being the extraordinary performance of the Tesla Model 3, with the 4,524 deliveries allowing it to become the first foreign model to win Gold in France, with almost 3x as much units as the runner-up Peugeot 208 EV, but also allowing it to join for the first time the Top 10 in the overall market (it was 9th), AND being March's Best Selling Foreign model in France, period. </span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="EN-US"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span lang="EN-US">This is a true historic moment, putting this into context to our US readers, this is like the VW ID.4 in a few months beating the Tesla Model 3 in the USA. Unimaginable, right? Well, that's what happened here to the once all-conquering Renault Zoe...</span><br /><span lang="EN-US"><br /></span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">And adding insult to injury, the Zoe once again failed to win a podium seat, as the remaining podium positions were to the arch-rival Peugeot, with the small 208 EV winning Silver and the crossover 3008 PHEV taking Bronze, thanks to a record 1,571 units, beating the Renault models in both BEV and PHEV categories.</span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;">But not all were bad news for Renault, the #6 Renault Twingo EV managed to keep its Stellantis rival Fiat 500e at bay, while the compact Megane PHEV joined the table for the first time, in #19, thanks to a record 423 units. </span></span></div><div style="margin: 0px;"><span lang="EN-US"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">One of the problems that Renault has in its home market, is that it's holding on the fort almost by its own, as Mitsubishi is basically a non-entity in France, Nissan is living from (hard) discounting the Leaf, and the Dacia Spring is still in its first baby steps, while on the other side of the wall, the Stellantis conglomerate had 7 models from 5 different brands in the March Top 20, 3 (Peugeot 3008 PHEV, Peugeot 2008 EV and Jeep Compass PHEV) of them with record performances. They even allowed themselves to grant Opel an <i>off month</i>...Impressive stuff, isn't it? </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Elsewhere, a mention to the record score of the Mercedes GLC300e/de, with 778 registrations, while </span><span style="font-family: arial;">the Mini Cooper EV joined the table, in #16, thanks to a record 499 deliveries, and </span><span style="font-family: arial;">the VW ID.3 showed up in (a still discreet) #13, but Volkswagen has brighter news elsewhere, the VW Tiguan PHEV landed on the market immediately in #20, with 417 registrations in March, only 9 units ahead of another Volkswagen landing, with the much antecipated ID.4 starting its career in #21, with 408 units, just one unit ahead of the #22 VW Golf PHEV</span><span style="font-family: arial;">. Maybe one of the reasons for the ID.3 <i>below par</i> performances has to do with internal competition?</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;">Still below the Top 20, a mention to the 360 deliveries of the Audi A3 PHEV, a new record for the nameplate, while the BMW X1 PHEV had 376 registrations, which could mean that the compact <i>Beemer</i> might show up on the table soon.</span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilImfrcouLUtColD-xQccPKSeJ2DXzxl0zry0ntKWBETL_aa-dtxI45g2VxAo9iqkhHFlc1nBE9o84OObjBFZW-7tIzKor7j7ZMeDIg29u3OQOsdJQY-5Vu20vnTnIyJGkhENN5yVWyBb-/s490/FR.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="316" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilImfrcouLUtColD-xQccPKSeJ2DXzxl0zry0ntKWBETL_aa-dtxI45g2VxAo9iqkhHFlc1nBE9o84OObjBFZW-7tIzKor7j7ZMeDIg29u3OQOsdJQY-5Vu20vnTnIyJGkhENN5yVWyBb-/s16000/FR.jpg" /></a></div><span style="font-family: arial;"><br /></span></div></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="MsoNormal" style="background-attachment: scroll; background-image: none; background-repeat: repeat; background-size: auto; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 18px; margin-bottom: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the 2021 ranking, once again the main news is the disruptive force of the Tesla Model 3, that shooted for the leadership, not only of the plugin market, but more importantly, on the overall midsize market, profiting from last month unusual <i>high tide</i> to secure the midsize leadership, with twice the amount of units of the runner-up Peugeot 508 (2,326 registrations). Funny enough, the French midsizer has 42% of its sales coming from their PHEV versions, which speaks volumes about the current electrification transition happening now.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br />Another model jumping positions is the Mercedes GLC300e/de, going up from #15 to #11. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">In the city car category, the Renault Twingo EV climbed one position and gained some distance from the #8 Fiat 500e. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br />On the second half of the table, we now have the VW ID.3 up to #15, while March saw 3 models joining the table, with the Nissan Leaf in #18, the Mini Cooper EV in #19 and the Renault Megane PHEV in #20.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Looking at the manufacturers ranking, the leader Peugeot dropped 4% in share, to 18%, but it is (still) enough to stay ahead of the runner-up Renault (15%, down 1%), while Tesla (9% share, up 5%) is now closing the podium, ahead of Kia and Volkswagen, both with 5% each.</span></div></div></div></div></div></div></div></div></div></div><div class="MsoNormal" style="background-attachment: scroll; background-image: none; background-repeat: repeat; background-size: auto; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 18px; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">As for OEMs, Stellantis is the major force, with a commanding 31% share, with the Renault-Nissan Alliance far behind, with only 16%, while the best foreign OEM is the Volkswagen Group, with 11% share.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><br /></div><div><br /></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com45tag:blogger.com,1999:blog-1399793419425111085.post-36337274366794092142021-04-11T10:07:00.000+00:002021-04-11T10:07:04.886+00:00Netherlands March 2021<p></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnmdZxROtAoInmrsYBvfYZkoxCrj93q9vapYYi90IxaHF5sWGmuAts20nL6y_1V4Yy4gTDr9sBRE563ca3Uvoj1VL9cp8MR2cZjW5b-_6Fl8pqDGClA6wX5bIuX77JWgm_RXMq_IctRPGM/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="163" data-original-width="310" height="210" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnmdZxROtAoInmrsYBvfYZkoxCrj93q9vapYYi90IxaHF5sWGmuAts20nL6y_1V4Yy4gTDr9sBRE563ca3Uvoj1VL9cp8MR2cZjW5b-_6Fl8pqDGClA6wX5bIuX77JWgm_RXMq_IctRPGM/w400-h210/image.png" width="400" /></a></div><br /><br /><p></p><p> <b style="font-size: 16px;"><span style="font-size: large;">Tesla Model 3 and VW ID.4 shine</span></b></p><div style="background-color: white; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><br /></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">The Dutch PEV market dropped 4% in March, to 4,834 plugin registrations, but that result wasn't all that bad, considering that the overall market fell even more (-18% YoY), placing last month PEV Share at 20% (9% BEV), pushing the year to date PEV share to 15% (5.6% BEV), which is still significantly down on last year result (25%), but already on par with the 2019 score (15%).</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Considering that the first quarter of the year is always the weakest, and the last the strongest, to make this a fairer comparison, it's best to compare the current share with what was going on 12 months ago, and by doing so, we can see positive results, as the market share grew by 3% YoY (15% vs 12%) in Q1, although one must say that BEVs have seen their share fall (9% a year ago vs the current 5.6%), so the market's motor of growth are actually PHEVs...</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Breaking down registrations between each plugin powertrain, BEVs recovered a bit, and are now responsible for 37%, a 5% recovery, but they are far from the 75% of 12 months ago, and even further away from the final 82% of 2020, expect pure electrics to continue recovering ground throughout the year, but one thing looks certain, with BEVs gradually losing their fiscal incentives year after year, plugin hybrids are recovering their space in the market, highlighting just how sensitive to incentives the plugin market still is.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">In March, the leader was the Tesla Model 3, </span><span style="font-family: arial;">scoring its first win since September, this time with 341 units, relegating the previous leader Volvo XC40 PHEV to the second spot, while in 3rd we have the VW ID.4, that after a surprise landing last December (#4, with 2,408 units), has finally started its <i>regular</i> career, and with a podium standing, while its sibling ID.3 has failed to show in the Top 20..</span><span style="font-family: arial;">.</span></div></div></div></div></div></div><div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;">Outside the podium, in the 4th place we have a surprise, with the Ford Kuga PHEV scoring its best result since last July (179 units), while in #6 we have the BMW iX3 showing up for the first time on the table, thanks to a record 159 registrations, and the veteran Nissan "Abe Simpson" Leaf is teaching the <i>young ones</i> a thing or two <i>("Now, when i was a young boy, Abraham Lincoln showed up in my dreams and...Hey! Who stole my rear bumper?!?!?")</i>, about sales and last month had its best result this year, with 134 units.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">The second half of the table also had a few surprises, like the Mercedes A250e showing up in #12, with a record 101 registrations, and two Opel's in the table, with the SUV Grandland X PHEV in #14, with a record 95 units, while the small crossover Mokka EV landed in #17, with 83 units, a promising start for the attractive Opel. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="background-color: transparent; font-family: arial;">Speaking of new models, March witnessed the landing of two other nameplates that might show up on the Top 20 soon, with the Kia Sorento PHEV starting its career with 54 registrations, while the Mercedes EQA had its first 38 registrations in this market. After its </span><span style="background-color: transparent; font-family: arial;">older brother</span><span style="background-color: transparent; font-family: arial;"> EQC discreet career on the market (</span><i style="background-color: transparent; font-family: arial;">insert short range comment</i><span style="background-color: transparent; font-family: arial;">), Mercedes hopes the EQA to become its volume mover on this market, where the three-pointed-star brand trails (way) behind its arch-rival BMW. </span></div><div style="margin: 0px;"><br /></div><div style="font-size: 13.2px; margin: 0px;"><span face="arial, sans-serif"><i><br /></i></span></div></div></div></div></div></div></div></div></div></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvG1bjB19r2UCZpoNLkVrvrth4d_AHaSiOkFaN7YMWH8tw2F-8Y7aC_Tx4dHll-jVZkN1wTCPXdBg4lP6UC_8oAm2JG-Ip8RcGLqrA2F0nyyctm8NtaPbOXMZMOWg9tCI74JngTk_Mhoyu/s490/NL+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="490" data-original-width="283" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvG1bjB19r2UCZpoNLkVrvrth4d_AHaSiOkFaN7YMWH8tw2F-8Y7aC_Tx4dHll-jVZkN1wTCPXdBg4lP6UC_8oAm2JG-Ip8RcGLqrA2F0nyyctm8NtaPbOXMZMOWg9tCI74JngTk_Mhoyu/s16000/NL+M.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><div align="center" style="background-color: white; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"><br /></div><div class="MsoNormal" style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin-bottom: 0px;"><div class="MsoNormal" style="line-height: normal; margin-bottom: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the 2021 ranking, the two main candidates for the 2021 Best Seller prize have finally came out to play, with the Tesla Model 3 and Volkswagen ID.4 jumping to the 3rd and 4th positions, respectively. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br />Another model climbing was the Ford Kuga PHEV, that jumped four positions, to #5, while the Renault Captur PHEV joined the table, in #12.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But the momentum belonged to BEVs, besides the aforementioned Tesla Model 3 and VW ID.4, the BMW iX3 also joined the table, in #17, while there were several pure electric models climbing positions, like the Kia Niro EV (up 2 spots, to #9), Volvo XC40 EV (up to #11), or the Polestar 2 (from #18 to #15). After starting the year with just 5 representatives, BEVs now have 8 in the Top 20, and they should be the majority by June... </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;">In the manufacturers ranking, Volvo <span style="background-color: transparent; font-variant-east-asian: normal; font-variant-numeric: normal;">(17%, down 1%)</span> is firm as the Number One brand, with BMW (14%, down 1%) in the runner-up position, while a distant Volkswagen (5%, up 2%) now closes the podium, ahead of Renault and Kia, both with 4%.</span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;"><br /></span></span></div><div><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><span style="font-family: arial;"><br /></span></span></div><div><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: initial; background-repeat: initial; background-size: initial;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7V0GsNCtLuD5qJtElXyI6b1uwRXU14UJRXEFsAxJyMNeQHeryTpUIn44Z1q6Jq-ElMp5UQMJ6tk7bYWO5XRR6U8Xt_rEvxYqORObcWq-GrIQmg0Sk6VlGJay2C8WH4HFe8Y46a5afMgl5/s489/NL.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="489" data-original-width="314" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7V0GsNCtLuD5qJtElXyI6b1uwRXU14UJRXEFsAxJyMNeQHeryTpUIn44Z1q6Jq-ElMp5UQMJ6tk7bYWO5XRR6U8Xt_rEvxYqORObcWq-GrIQmg0Sk6VlGJay2C8WH4HFe8Y46a5afMgl5/s16000/NL.jpg" /></a></div><br /><span style="font-family: arial;"><br /></span></span></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com26tag:blogger.com,1999:blog-1399793419425111085.post-33178881883351061102021-03-31T05:01:00.363+00:002021-03-31T19:10:02.320+00:00Global Top 20 - February 2021<p><span style="font-family: arial;"> </span></p><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjUoQ5lH_74xhE1gC6aQ5jzRZzT8OjnufuXWdnV6ZiMT9MAfrb0PG-jWZiQCIZU-Y0UuJD-_1a_Dh2uJEmI-KkVObjuxQgOexpvCNULa9NluKsiYPCGJ1v6ekQZeQGldamp1YkYTgOLDop2/" style="margin-left: 1em; margin-right: 1em;"><img alt="" data-original-height="608" data-original-width="1080" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjUoQ5lH_74xhE1gC6aQ5jzRZzT8OjnufuXWdnV6ZiMT9MAfrb0PG-jWZiQCIZU-Y0UuJD-_1a_Dh2uJEmI-KkVObjuxQgOexpvCNULa9NluKsiYPCGJ1v6ekQZeQGldamp1YkYTgOLDop2/" width="320" /></a></span></div><span style="font-family: arial;"><br /></span><p></p><p><span style="font-family: arial;"><b style="margin: 0px;"><br /></b></span></p><p><span style="font-family: arial;"><b style="margin: 0px;">Models: Tesla and the Chinese take the spotlight</b></span></p><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="margin: 0px;"><b style="margin: 0px;"><span style="font-family: arial;"><br /></span></b></span></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;">Registrations were up for an impressive 136% last month, to some 270.000 units, with BEVs in particular jumping 139%, to some 173.000 units, and with February being usually the lowest volume month, expect from then on numbers to jump over 300.000 units per month in the remainder of the year, so we might be seeing the plugin market hit some 4,5 million (5 million?) this year</span><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;">. </span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;"><span style="font-family: arial;">On the other hand, with the current sales drops pushing down the overall automotive market, the 2021 PEV share is now at 4.6% <i><span style="color: #2b00fe;">(3% BEV)</span></i>, which is already above the 4% of last year, and expect it to continue growing throughout the year, to a large single digit number, as Disruption (eg, two digit market shares) on a global level is looking set to happen in 2022...</span></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">The future will depend much on the development of the pandemic and the seriousness of the economic crisis, but whatever happens, expect plugins to weather the storm better than the overall market, increasing its PEV share on the way</span><span face="arial, tahoma, helvetica, freesans, sans-serif">.</span></span></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;"><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif" style="line-height: 18px;"><span style="font-family: arial;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYhdOYJLs28Jrm_wxFJuJsy7C2E2byJx9cmo1sVDusFTRNTLuZQIjRkj1xpxnJNwEzJc5r7yg5tt95q83fXs3s-2HN8fYjHgdc6i_NuJi3kORXcMs_amR8VAnRPoR2jbveJYIL3r074YLO/s280/Top+5+Models.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="137" data-original-width="280" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgYhdOYJLs28Jrm_wxFJuJsy7C2E2byJx9cmo1sVDusFTRNTLuZQIjRkj1xpxnJNwEzJc5r7yg5tt95q83fXs3s-2HN8fYjHgdc6i_NuJi3kORXcMs_amR8VAnRPoR2jbveJYIL3r074YLO/s0/Top+5+Models.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div></span></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">After a brief interruption in January, the Tesla Model 3 returned to the monthly leadeship in February, but the <i>rising star</i> is its Model Y sibling, with the sports crossover in 3rd, thus making two Teslas in the podium.</span><span face="arial, tahoma, helvetica, freesans, sans-serif"><br /></span></span></div><div style="margin: 0px;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;">Interestingly, the other three models on the February Best Sellers list are all Chinese, with the highlight being the full-size #5 BYD Han EV, with 4.100 units (the PHEV Han had 928 units), with the big BYD now ruling the full-size category.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">But the most significant result was the 6th spot of the Ford Mustang Mach-E, that delivered 4.023 units in its first <i>real</i> month on the market, losing a Top 5 presence by just 77 units, and becoming immediately the Best Selling model from a Legacy OEM. A sign of things to come?</span></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the PHEV side, the Best Selling model was the Volvo XC60 PHEV (3.904 units), with Swedish maker making a 1-2 win last month, as the Volvo XC40 PHEV (3.768) was the category runner-up model. </span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijQF7jA2swm_h6uD_-L4oJ9pS-OsLg62Tlcs2JZrj22_CGHhs4792YGXBOdJ30h7OfNwwvJme5Sg6gmcWWwtRMn50lK-3R-QgKTY9UGF106L3i5IA_T3rOB0zw7TVl1KUVOfjofEiy2pc3/s495/Top+20+Models.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="495" data-original-width="409" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijQF7jA2swm_h6uD_-L4oJ9pS-OsLg62Tlcs2JZrj22_CGHhs4792YGXBOdJ30h7OfNwwvJme5Sg6gmcWWwtRMn50lK-3R-QgKTY9UGF106L3i5IA_T3rOB0zw7TVl1KUVOfjofEiy2pc3/s16000/Top+20+Models.jpg" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><span style="font-family: arial;"><br /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-size: 14.52px; margin: 0px; text-align: center;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">On the YTD table, the Tesla Model 3 is still in 2nd place, but has reduced the distance to ther #1 Wuling Mini EV by 8k units and should leap ahead of the tiny Chinese EV in March, thanks to the usual end of quarter Tesla<i> high tide</i>.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">The Tesla Model Y has secured its Bronze Medal position, distancing itself from the #4 BYD Han EV, while the first position change happened in #7, with the Volvo XC60 PHEV jumping ahead of the Li Xiang One and BMW 530e/Le, with the Swedish SUV becoming the new leader of the PHEV category, and highlighting Volvo's good moment, the XC40 PHEV was also up, from #15, to #11, thus making two models of the maker in the Top 4 PHEV positions.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">The BEV side also had several changes, with several Best Sellers recovering from a poor January performance, like the Nissan Leaf, that jumped 4 spots, to #10, or the Audi e-Tron, that was up 3 places, to #13. </span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">Others re-joined the table, like it was the case of the Volkswagen ID.3, that jumped to #15, or the Hyundai Kona EV, now in #17.</span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;">Still, many of them are still frankly below their 2020 positions, like the Renault Zoe, currently in #12, but 3rd last year, the VW ID.3, #6 last year but now only #15, or the Hyundai Kona EV, 5th then, and only #17 now. While the VW ID.3 should recover during the year to reach (or beat) last year standing, both the Korean and French model will have a hard time to recover their former glory.</span></div><div style="margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;">Another highlight in February was the Changan Benni EV, that scored a record 3.304 units, allowing it to join the table in #18, being the 7th Chinese model on the table.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial; font-size: 14.52px;">Outside the Top 20, two models are set to join the table soon, with the #21 Peugeot 208 EV some 300 units behind the #20 BMW 330e, while the Ford Mustang Mach-e (4.321 units in 2021) could also jump to a Top 20 position next month.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial; font-size: 14.52px;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial; font-size: 14.52px;"><span style="color: #2b00fe;">Looking at each category BEV leaders, the Wuling Mini EV reigns supreme in the City EV category (A segment), the Renault Zoe is some 500 units ahead of the Hyundai Kona EV, in the B segment, while on the compact category, we have a surprise, with the <i>veteran</i> Nissan Leaf ahead of the VW ID.3, by some 800 units (to be recovered in March?), the midsize category (D segment) has both Teslas comfortably on top, and in the full size category (E/F segments), the BYD Han EV is a clear leader, almost doubling the sales of the #2 Audi e-Tron, while selling 3x as much as the category 3rd placed, the Porsche Taycan (4.265 units).</span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial; font-size: 14.52px;"><span style="color: #2b00fe;"><br /></span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><span style="font-family: arial; font-size: 14.52px;"><span style="color: #2b00fe;"> </span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px; text-align: justify;"><br /></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><span style="font-family: arial;"><br /></span></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFIEFx3nDyGzL6ClCOFn4dsrvHNg15UBpyk35kIky_-wi5dbHz8EoV9GAtT_TayUoALXGYSM6vM1f1nPnjD21bO2yIAVGQOcHjsWHKT1umdV6dUhTxvWAyr8gaQsWa9rOm3nMvRMXePIjT/s489/Top+20+Brands.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="489" data-original-width="365" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFIEFx3nDyGzL6ClCOFn4dsrvHNg15UBpyk35kIky_-wi5dbHz8EoV9GAtT_TayUoALXGYSM6vM1f1nPnjD21bO2yIAVGQOcHjsWHKT1umdV6dUhTxvWAyr8gaQsWa9rOm3nMvRMXePIjT/s16000/Top+20+Brands.jpg" /></a></div><span style="font-family: arial;"><br /></span></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><span style="font-family: arial;"><br /></span></b></span></div><div style="margin: 0px;"><span style="line-height: 18px;"><b><span style="font-family: arial;">Manufacturers: Tesla returns to #1</span></b></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><b></b><i></i><u></u><sub></sub><sup></sup><strike></strike><br style="margin: 0px;" /></span></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div style="background-color: white; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif"><span style="line-height: 18px;">Tesla's February score (42.679 units) allowed it to recover the leadership position from the SGMW joint-venture, with both brands counted together having almost a quarter of the market (23%)</span></span><span face="arial, tahoma, helvetica, freesans, sans-serif">. </span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">BMW profited from a slower month from BYD to cement its Bronze Medal position, while both Volkswagen and Volvo jumped two spots last month, with the first going up to #5, while the second climbed to #6. Highlighting the VW Group current<i> recovery mode</i>, after a January in <i>hangover mode</i>, Audi was also up in February, in this case, to 9th. </span></div><div style="margin: 0px;"><br /></div></div></div></div></div></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><div><span style="line-height: 18px;"><span style="font-family: arial;"><span face="arial, tahoma, helvetica, freesans, sans-serif">O</span>n the second half of the table, Renault was up two spots, to #13, which is still down 6 spots on its 7th position of 2020, while Hyundai climbed to #18, 7 places down on its 2020 standing. It seems it wasn't only Volkswagen experiencing serious hangover effects in January...</span></span></div><div><span style="line-height: 18px;"><span style="font-family: arial;"><br /></span></span></div><div><span style="font-family: arial;">A rather surprising rise in the table was Toyota going up 3 places, to #15, with its RAV4 PHEV adding precious volumes to the Japanese maker Chinese operations. </span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Ford joined the table, in #17, thanks to 6.680 units, its second best score ever (July 2020 is the current peak, with 7.289 units), and with the Mustang Mach-e production ramp up now in full motion, expect the Dearborn maker to beat its current record soon, while jumping a few more positions during the next couple of months.</span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">Outside the Top 20, a reference to a recovering #21 Nissan, now only 500 units away from a Top 20 spot, while the rising #23 Changan could reach the table in the coming months.<br /></span></div><div><span style="font-family: arial;"><br /></span></div><div><span style="font-family: arial;">In a brief view of the OEM standings, SAIC (14%) is still ahead, but has Tesla (13%) knocking on its door and should surpass it next month, while the VW Group (11%) is also in recovery mode, and while it shouldn't be enough to surpass the Chinese maker, it should recover some ground. One thing is certain, as things look now, these three OEMs should have an entertaining race to follow throughout the year. <i>(Bring on the popcorn!)</i></span></div><div><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px;"><br /></div></div></div></div></div></div></div></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com50tag:blogger.com,1999:blog-1399793419425111085.post-33831577914539245172021-03-26T06:22:00.670+00:002021-03-26T06:22:00.201+00:00Europe February 2021<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgEfIji3XFTBfrSrUa780macyhslYb2cIsrZeUh1_NbeiJrPDUKtroDBZVCTh8DQXhkBJxM0BOyREW6S1lPfTsClviTNvNRd19OOk6PW1a-vXr8m-BEZ__LPmB90XnCNxcJR6Ai04cwQQZw/s666/Model+3+California+Beach.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="375" data-original-width="666" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgEfIji3XFTBfrSrUa780macyhslYb2cIsrZeUh1_NbeiJrPDUKtroDBZVCTh8DQXhkBJxM0BOyREW6S1lPfTsClviTNvNRd19OOk6PW1a-vXr8m-BEZ__LPmB90XnCNxcJR6Ai04cwQQZw/w400-h225/Model+3+California+Beach.jpg" width="400" /></a></div><p><br /></p><p><b><span style="font-family: arial; font-size: medium;">Tesla Model 3 wins in February</span></b></p><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><b><br /></b></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span lang="" style="margin: 0px;">Despite a depressing overall market (-20% YoY in February), the European passenger plugin market continues on the rise, having registered over 115,000 units in February </span></span></span><span style="font-family: arial;"><span lang="" style="margin: 0px;">(+66% YoY),</span></span><span style="font-family: arial;"> placing last month plugin share at 14% share (5.9% BEV)</span><span lang="" style="font-family: arial; margin: 0px;">, keeping the 2021 PEV share at 14% (5.7% for BEVs alone).</span></div><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"><br /></span></div><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;">This solid sales growth</span><span style="font-family: arial;"> was mostly due to PHEVs, that have seen their sales jump by 117% YoY, to 65,581 units, while BEVs (50,246 units) have grown a more moderate 27% last month, confirming plugin hybrids as the major growth source for plugins in these first stages of 2021.</span></div></div><div style="margin: 0px;"><div style="margin: 0px;"><br /></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;">With the first 2021 fresh units coming from Fremont (and Shanghai), the Model 3 won last month Best Seller title, its first since last September, with Tesla's expected high tide in March, and the competition still recovering from the December peak, the sports sedan should win another trophy next month.</span></div><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Last month we had the Peugeot 208 EV joining the Best Sellers list, being one of the most interesting small BEVs around, the French hatchback crossed 2020 living in the shadow of its arch rival Renault Zoe success, but this year, both models are closer, so 2021 could be the little Pug breakout year. </span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><b><span lang="" style="margin: 0px;">Looking at February Top 5 Models:</span></b></span><span face=""><br /></span></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""></span><br /></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div style="margin: 0px;"><span lang="" style="font-family: arial; margin: 0px;"><span face="">#1</span><span face=""> </span></span><span style="font-family: arial; font-weight: 700;">Tesla Model 3</span><span style="font-family: arial;"> </span><span style="font-family: arial;">– </span><span style="font-family: arial; font-variant-east-asian: normal; font-variant-numeric: normal;"><span lang="PT" style="font-variant-east-asian: normal; font-variant-numeric: normal;">The <i>sports sedan</i> returned to form, by having </span><span lang="PT"><b>5,506 </b>deliveries last month, allowing it to have its first monthly win since last September, which is a promising sign for the upcoming March <i>high tide</i>, where over 15,000 deliveries seem like a realistic target. Regarding February, the Model 3 main markets were Germany (1,910 units) and France (1,166), with Austria (369) and Norway (334) folowing at some distance.</span></span><br style="font-family: arial;" /><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><div><span face="" style="font-variant-east-asian: normal; font-variant-numeric: normal;"><span lang="PT" style="font-family: arial;">#2 <b>Volkswagen ID.3</b> – The pull forward stunt of last December had its downside in January, when the German hatchback was just 5th, but fast forward to February and recovery is now on its way, with the VW model scoring <b>3,808</b> deliveries. We believe that by March we should finally start to see the real demand level of the electric hatchback. Back to February, Germany was by far the best market for the Volkswagen nameplate, with 1,892 deliveries, followed by France (361 units) and Austria (260). </span></span></div><div></div></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="" style="margin: 0px;">#3 <b>Renault Zoe</b> – The low <b>3,620 </b>deliveries number show that the French hatchback is yet to recover from the last year end peak effort, but we should wait for March final results before jumping into conclusions, as Renault is known for unexpected end-of-quarter peaks. Last month, the main markets were the usual, with Germany (1,424 units) leading, followed by France (1,074), while Italy (285), was a distant 3rd</span><span face="" lang="" style="margin: 0px;">. </span></span></div></div></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="" style="margin: 0px;"></span><span face="">#4</span><span face=""> </span><b>Volvo XC40 PHEV</b><span face=""> </span><span face="">- The smallest of Volvo's PHEV lineup is now the <i>PHEV du jour </i></span><span face="">in Europe, as the carmaker sees their plugin hybrid versions as <i>just another trimline</i> in Europe, facilitating sales across its lineup, especially of the XC40, that sits at the heart of the <i>hot</i> compact SUV category. In February the Belgian-built Volvo scored <b>3,602</b> registrations, earning its 2nd Best Selling PHEV title in a row. The markets where the Volvo plugin was in high rotation were Germany (529 units), Italy (518), Sweden (447) and France (371). Without production constraints and currently experiencing strong demand, the compact Volvo is a strong candidate for the 2021 PHEV Best Seller title. </span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><div><br /></div></div></div></div><div style="margin: 0px;"><div style="margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face="" lang="">#</span><span face="">5 <b>Peugeot 208 EV</b> – Thanks to a competitive package (50 kWh battery, 100 kW charging rate) and distinctive design, much was expected from the small Peugeot last year, but ending 2020 in a low 8th spot, with a third of its arch rival Renault Zoe registrations, one couldn't say that the Peugeot model</span></span><span style="font-family: arial;"> had </span><i style="font-family: arial;">set the market on fire</i><span style="font-family: arial;">...Several reasons might explain this, but the truth is that this year things should be looking better, with February signaling the 208 EV first Top 5 presence in 12 months. Last month, the French EV registered </span><b style="font-family: arial;">3,062</b><span style="font-family: arial;"> units, with the biggest market being its homeland France, with 1,484 registrations, followed by Germany, with 596 units, and Italy (184 units).</span></div></div></div></div></div></div></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKADGYjw42eUOCwCN6UpOd0tx46Kcx_Jig4QFHYQuYwk9oIOhI3kAS339L-SIz6U-2659hC_W7pOv1Oi7fjib5fHIBVe3-JALczmT2jGd1vFySfcFJtEnPv8quuYli-SqrfVoicjYsi8hJ/s496/EUR+M.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="496" data-original-width="284" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKADGYjw42eUOCwCN6UpOd0tx46Kcx_Jig4QFHYQuYwk9oIOhI3kAS339L-SIz6U-2659hC_W7pOv1Oi7fjib5fHIBVe3-JALczmT2jGd1vFySfcFJtEnPv8quuYli-SqrfVoicjYsi8hJ/s16000/EUR+M.jpg" /></a></div><br /></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><br /></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px;"><div style="margin: 0px;"></div><div class="MsoNormal" style="font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0cm 0cm 0pt;"><div style="margin: 0px;"><span style="font-family: arial;">Looking at the remaining February table, the highlights show up on the lower half, with the VW Golf PHEV showing in in #15, immediately followed by the #16 Fiat 500e, with the Italian EV now aiming to displace the VW e-Up from the City car leadership, although the Smart Fortwo EV, 18th last month, might still have a word to say in this race, set to be one of the most thrilling categories of the year.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Outside the Top 20, a mention to the Toyota RAV4 PHEV, as the Japanese maker continues to (slowly) ramp up the deliveries of its RAV4 PHEV model, reaching 1,444 units last month, a new record for the Japanese SUV. Will we see it on the table soon?</span></div></div></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"></span></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"></div><div align="center" style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 13.2px; margin: 0px;"><div style="margin: 0px;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMqLpIdGwIczeIu1BHYY17HGd7rTEtxud9R1uZVNS-UFx8BwU-wEr2UR8_0mRtZaBuTqYmertcpFOj7XeV9yQNxn9UQzmpRA6fdWLqsChAI0-CKUeQ7OVGN37WMe_wpuUxk7WrhAAeI6zg/s495/EUR.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="495" data-original-width="354" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMqLpIdGwIczeIu1BHYY17HGd7rTEtxud9R1uZVNS-UFx8BwU-wEr2UR8_0mRtZaBuTqYmertcpFOj7XeV9yQNxn9UQzmpRA6fdWLqsChAI0-CKUeQ7OVGN37WMe_wpuUxk7WrhAAeI6zg/s16000/EUR.jpg" /></a></div><br /><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><br /></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><b><span lang="" style="margin: 0px;">Looking at the 2021 ranking</span></b><span lang="" style="margin: 0px;">, the main news was the Tesla Model 3 shooting to #3, with the sports sedan on its way to the leadership in March, while the VW ID.3 also improved its standing, climbing one position, to 4th.</span></span></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><span style="font-family: arial;"><span face=""><span lang="" style="margin: 0px;">Same thing for the Peugeot 208 EV, that was up one spot, from #6 to #5, while the Volvo XC60 PHEV jumped 4 positions, joining the Top 10, in 9th, highlighting Volvo's good moment. </span></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">On the second half of the table, </span><span style="font-family: arial;">the small VW e-Up joined the table in #15, stealing the City car Best Seller status from the #18 Smart Fortwo EV, while the new Fiat 500e joined the table for the first time, in #20, with the category title promising to be hardly fought between these 3 models (Last year's title went for the VW e-Up, beating the Smart Fortwo EV by 2,000 units - 22k vs 20k).</span></div><div style="margin: 0px;"><br /></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;">Outside the Top 20,</span><span style="font-family: arial;"><span face="" lang="" style="margin: 0px;"> there are two PHEVs set to join the table soon, with the #21 VW Golf PHEV only 97 units below the #20 Fiat 500e, while the #22 BMW X5 PHEV is only 172 units behind</span><span face="">. </span></span></div></div></div><div style="background-color: white; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div></div><div style="background-color: white; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: 13.5pt; margin: 0px; text-align: justify;"><div style="margin: 0px;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;">In the brands ranking, balance is the word, with 6 brands separated by just 3%, in the lead we have BMW (10%), immediately followed by Volkswagen and Mercedes, both with 9% share, then we have the #4 Volvo, with 8% (up 2%), while in tied in 5th, we have Peugeot and Renault, both with 7% share. </span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;">Oh, and don't forget that Tesla (3%) should join the pack in March...Now this is what i call an entertaining race!</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 16px; margin: 0px;"><div class="separator" style="clear: both; text-align: center;"><br /></div></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><h3 style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; position: relative; text-align: center;"><span style="font-family: arial;"><span style="font-size: small;">BEV D-Segment / Midsize category</span></span></h3><div><span style="font-family: arial;"><span style="font-size: small;"><br /></span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: start;"><div style="margin: 0px;"><span style="font-family: arial;"><br /></span><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmX1ks63y1x_JhOoLAReD5DMIhDNY1KZLvCt905EVEeeOYCpi_Z7rKAkA4n6bFSC5aI56kOv6RF5EK8xRCB_FAFxYxADTNTaMwmWF_38OPGHDRpHeXbG1yVGna9BLG7tGyugl3LaDNw9jX/s196/EUR+D.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="91" data-original-width="196" height="149" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmX1ks63y1x_JhOoLAReD5DMIhDNY1KZLvCt905EVEeeOYCpi_Z7rKAkA4n6bFSC5aI56kOv6RF5EK8xRCB_FAFxYxADTNTaMwmWF_38OPGHDRpHeXbG1yVGna9BLG7tGyugl3LaDNw9jX/w320-h149/EUR+D.jpg" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /></div></div></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: center;"></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">Tesla's midsize sedan is now firm in the leadership, having won a sizeable distance to the competition in February, with over 4,500 units now separating it from the runner-up spot, and has seen its sales increase 54% YoY last month, highlighting the fact that it won't have significant competition in the next few months, as the Tesla Model Y will only land in the second half of the year.</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;">The Polestar 2 (1,171 units last month) is the new 2nd placed, having surpassed the Mercedes EQC in February, with the Sino-Swede now having a 393 units advantage over the Mercedes SUV, that has delivered 698 units last month, a mere 3% increase YoY, so it seems that the German EV has already found its (low) cruise speed.</span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal;"><span style="font-family: arial;"><span style="text-align: left;"></span></span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;">With the only other significant midsize BEV, the Jaguar i-Pace, selling at a slower pace than these two (393 units last month), the Polestar model can only fear the Ford Mustang Mach-E in the race for the <i>Best Selling </i></span></span><i style="font-family: arial; text-align: left;">Non-Tesla </i><span style="font-family: arial; text-align: left;">title, as the existing competition doesn't seem to pose a threat to it and the upcoming BMW i4 will be delivered too late in the year to make up for the lost time.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;"><br /></span></span></div><div style="margin: 0px;"><span style="font-family: arial;"><span style="text-align: left;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div><div style="margin: 0px;"><span style="text-align: left;"><span style="font-family: arial;"><br /></span></span></div></div><h2 class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; margin: 0px; position: relative; text-align: center;"><span style="font-family: arial;"><span style="font-size: small;">BEV E/F-Segment / Full size category</span></span></h2><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: start;"><div class="separator" style="clear: both; text-align: center;"><span style="font-family: arial;"><br /></span></div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhx6-vVFvlYCDbg7y3C-m5fJOkmLZ8oIpOoppWqyIw7hRyGrYvgXsUPSeGWtwtRbEZL3AF4vib12xv5Mbw7wwz0R_dFdjl-hL1SChVdDxYote9smnDxv97MSAruOnajWq_Jvw4ihgUDYpfg/s196/EUR+E.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="92" data-original-width="196" height="150" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhx6-vVFvlYCDbg7y3C-m5fJOkmLZ8oIpOoppWqyIw7hRyGrYvgXsUPSeGWtwtRbEZL3AF4vib12xv5Mbw7wwz0R_dFdjl-hL1SChVdDxYote9smnDxv97MSAruOnajWq_Jvw4ihgUDYpfg/w320-h150/EUR+E.jpg" width="320" /></a></div><br /><div class="separator" style="clear: both;"><br /></div></div></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; text-align: center;"></div><div class="separator" style="clear: both; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-variant-east-asian: normal; font-variant-numeric: normal; text-align: center;"></div><div style="font-variant-east-asian: normal; font-variant-numeric: normal;"><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;">The e-Tron domination is unquestionable but its seemingly never ending growth seems to have finally stopped, with the Big Audi scoring 2,351 units last month, representing a 6% sales drop YoY, but despite this, the Audi SUV seems destined to win another category title this year, with Tesla basically giving up on the Model S & X for the first half of the year, what they will recover in the second half of the year, shouldn't be enough to compensate for the drought in the first half, while the #2 model, the Porsche Taycan (724 units last month) is too niche to go head to head with the e-Tron in the sales charts.</span></div><div style="font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Regarding the remaining competition, the Mercedes EQV <i>Luxury Van</i> is still in 3rd place, with 308 units, but shouldn't be here for long, as the Audi e-Tron GT just landed in February, with its first registrations (212 of them) in Germany, no doubt demonstration units, so expect the Taycan sibling to jump into the Bronze medal spot soon, thus making a 1-2-3 lead for the VW Group.</span></div><div style="margin: 0px;"><span style="font-family: arial;"><br /></span></div><div style="margin: 0px;"><span style="font-family: arial;">Finally, a note regarding the upcoming Mercedes EQS, while its design looks promising, i think Mercedes is making a mistake by marketing it as a <strike>don't call it a hatchback</strike> fastback sedan. Considering the general proportions of the car, i think the right way to market it would be as a <i>Sports Wagon</i>. A bit like Porsche does with the Panamera Sport Turismo (and upcoming Taycan Sport/Cross Turismo), the EQS reminds more of a sports wagon than a big fastback<i> a la</i> Tesla Model S (or Porsche Panamera, if you prefer). Anyway, the EQS should remain a niche model, the real test for Mercedes will be the 2022 EQE, that model will have to fill some really big shoes, as the <i>regular</i> Mercedes E-Series has been the category Best Selling model for decades...So anything less than the Number One position for the EQE will be seen as failure by Mercedes management. <i>No pressure, EQE, no pressure...</i></span></div><div style="margin: 0px;"><br /></div><div style="margin: 0px;"><br /></div></div></div></div></div>José Ponteshttp://www.blogger.com/profile/13927229481945352747noreply@blogger.com20