General EV sales topic

danrjones said:

Not sure if anyone saw this,

Proposed a 100k income limit and a 40k cap
If it went in to place, that would really limit what EVs qualify. Pretty much rules out any trucks. Also, it doesn't say if 100k income limit is single or married income

https://insideevs.com/news/526243/senate-ev-tax-credit-limit/

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jjeff said:

I agree, a $40k limit on EV cost would really limit things, even in non-luxury brands. Heck just ordering a RAV4 plugin and the base one at that and we'll be just over the $40k limit Doesn't an SL Leaf top out at over $40k? No, if they want to set a limit I'd say 50 or even $60k would be more like it and like some other relief like the COVID relief I'd be OK with a $100k single, $150k married income limit.

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danrjones said:

but in reality, its a broad attempt to block EVs.

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SageBrush said:

danrjones said:

but in reality, its a broad attempt to block EVs.

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No doubt.

The Repuke's reactionary framing of EVs as a toy for the rich is missing the obvious: EVs cause less pollution, and there is nothing inherently wrong in bundling the externalities as a tax credit. The externalized cost of ICE is easily 10¢ per kWh, or about $3.3 per gallon. Since the average ICE is on the road for about 200k miles at 25 mpg, the externalized cost per ICE = $26.5k

Getting an ICE off the road for $12k is a bargain to society.

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DougWantsALeaf said:

Base Leaf with credits/rebates is under 20K. That is competitive with ICE for a similar size car.

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US: All-Electric Car Market Share Expands To 2.5% In H1 2021

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. . . According to the latest data from Experian (via Automotive News), the number of new BEV registrations has more than doubled during the first half of 2021 - from 98,351 in H1 2020 to 214,111 in H1 2021. That's an increase of almost 118% year-over-year, but let's remember that a year ago the situation was challenging due to lockdowns.

Anyway, the market share has improved from 1.5% a year ago to 2.5% in H1 2021 (up from 2.3% in the first four months of 2021, 1.8% in 2020 and 1.4% in 2019), which means that one in 40 new cars registered was all-electric. Similar data wad reported Cox Automotive and Kelley Blue Book.

The market is expanding thanks to growing demand for electric cars, as well as more and more models to choose from.

Top three brands take 80% of the BEV segment

According to the data, Tesla is still the dominant force in the all-electric car segment, selling more BEVs than all the other manufacturers combined.

During the first half of this year, Tesla's market share in the BEV segment stands at about two-thirds. The second-best is Chevrolet with 9.6% share, and third is Ford with 5.2% share. Together, those three domestic brands control about 80% of the market. . . .

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Plug-In Sales In Italy Break Past 10% Market Share In July 2021

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. . . July figures, amid a strong contraction in overall sales, bring new highs to electrified powertrains options. With just over 111,000 registrations, the car market is down over 19% year-on-year (YoY), and a whole 28% from the pre-covid levels of July 2019. Petrol and diesel vehicles now stop at 27.4% and 22.7% respectively, an ongoing retreat. Plugless hybrids take advantage and score 29.4% market share, a new high which also sees them overtake petrol as most popular powertrain for the first time ever.

Full electrics record 5,096 registrations, far from June’s near-peak figures but a great result nonetheless in a month of low volumes. It is in fact worth 4.6% market share, and marks yet another threefold increase in sales YoY from the 1,613 units of July 2020. The 5% threshold is very near and we can expect BEVs to reach it soon and then increase to new heights in a short timeframe.

Plug-in hybrids shine in another banner month for this transitional technology. With 6,272 units, they take 5.6% of the market – their new record monthly share – tripling YoY from 2,098 units just a year ago. What looked like an odd result earlier in the year is now a rooted trend, with PHEVs consistently above BEV sales and poised for further growth in the near term, as popular ICE models get the plug treat and full electrics still require a higher financial commitment at the time of purchase.

With July results, plug-in powertrains score a combined 10.2% market share, an incredible result, and the first time in double-digit territory, a truly noteworthy event for the Italian car market. Only a year ago, they stopped at a negligible 2.7%. Critical mass is now being reached at a very fast pace and we could expect plug-ins to achieve these levels month after month while aiming at even higher results in the near future. . . .

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Plug-In Car Registrations In Europe: Q1-Q2 2021 Full Report

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The plug-in segment is booming, but the conventional hybrids expand at a similar rate.

The passenger car registrations in Europe in the second quarter of 2021 amounted to 3,405,600 (up 66% year-over-year) from the challenging Q2 2020.

Our attention focuses on the plug-in segment, which, according to the European Automobile Manufacturers Association (ACEA), expands quickly and is gaining higher and higher market share.

In total, some 574,565 (up 237%) new passenger plug-in electric cars were registered in the Q2 2021 in the European Union, EFTA (Norway, Switzerland, Iceland) and the UK, which is 16.9% of the market. All-electric cars are marginally ahead of plug-in hybrids.

An interesting thing is also how fast the conventional hybrids expand - the rate of growth is even higher than in the case of plug-ins. . . .

2021 Q2

BEVs (plus FCVs): 289,625 (up 220%) at 8.5% share
PHEVs: 284,940 (up 256%) at 8.4% share
Total Plug-ins (plus FCVs): 574,565 (up 237%) at 16.9% share
HEVs: 692,434 (up 241%) at 20.3% share
Total car market: 3,405,600 (up 66%)


2021 Q1-Q2

Year-to-date numbers also look impressive, as more than 1 million new plug-ins were registered (up 157% year-over-year), which represents almost 16% of the market.

We guess that soon plug-ins will also match and overtake regular hybrids.

BEVs (plus FCVs): 492,021 (up 122%) at 7.6% share
PHEVs: 537,212 (up 200%) at 8.3% share
Total Plug-ins (plus FCVs): 1,029,233 (up 157%) at 15.9% share
HEVs: 1,285,641 (up 150%) at 19.8% share
Total car market: 6,486,351 (up 27%)

BEVs, PHEVs and FCVs (negligible number) - 2021 Q1-Q2

The top six markets by volume in the period accounted for some 795,821 registrations or over 77% of total sales:

Germany – 312,507 (up 233%)
France – 144,304 (up 121%)
UK – 132,100 (up 161%)
Norway – 69,378 (up 71%)
Sweden – 69,150 (up 112%)
Italy – 68,382 (up 334%)

In terms of market share, 15 countries are above 10% share. Of course, nothing can really compare to Norway, where more than four in five new cars happen to be plug-ins.

Plug-ins improved their market share in basically all the markets.

The 6 top countries by market share (above 20%) are:

Norway - 82.7%
Iceland - 44.3%
Sweden - 39.9%
Finland - 28.4%
Denmark - 26.8%
Germay - 22.5%. . . .

The number of countries with a BEV market share of at least 5% increased to 14, while 10% was exceeded in several countries.

The top countries are:

Norway - 57.3%
Iceland - 20.5%
Sweden - 13.1%
Austria - 11.4%
Germany - 10.7%
Netherlands - 10.0%
Switzerland - 9.9%. . . .

The number of countries with a PHEV market share of at least 10% increased to 7.

The top countries are:

Sweden - 26.9%
Norway - 25.4%
Iceland - 23.8%
Finland - 21.1%
Denmark - 19.1%
Germany - 11.8%
Belgium - 11.2%. . . .

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China: Plug-In Car Sales Almost Set A New Record In July 2021

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. . . In total, some 231,000 passenger plug-in cars were registered (just 4,000 behind June), which is roughly 143% more than a year ago.

The plug-in market share expanded to 15%, including 12% BEVs and 3% PHEVs. The plug-in hybrids are far less popular than all-electric models in China.

So far this year, over 1.3 million passenger plug-in cars were sold (more than in full 2020), which is 12% of the total market. BEV share stands at 9.4%.

China is now on its way to well over 2 million units and well over 10% market share in 2021. . . .

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Europe: Plug-In Car Sales Expand By 60% In August 2021
Volkswagen ID.3 and Tesla Model 3 were on the top.

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The European plug-in electric car market notes strong expansion this Summer in very challenging circumstances, as the overall car market is down.

In August, the total number of new passenger plug-in electric car registrations in Europe amounted to 155,734, which is about 60% more than a year ago, according to the latest report by Jose Pontes (based on EV-Volumes data).

The market share has increased to 17%, including 8% for BEVs and 9% for PHEV. All-electric cars are catching up with plug-in hybrids right now, expanding faster - by 72% year-over-year (while the PHEV increased by 47%).

We are now waiting on September's results, which should be very high due to Tesla's usual push in the last month of a quarter.

So far this year, over 1.35 million passenger plug-in electric cars were registered in Europe. That's also 17% of the total market (8% BEVs). . . .

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Italy's Plug-In Sales Near 10% In August: Mustang Mach-E Arrives
EVs continue to catch on across the globe despite a slowing car market.

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. . . Unrae stats for the slowest month of the year – August in Italy is traditionally the peak holiday period – reaffirm the ongoing trends of the past few months. At just above 65,000 registrations, the car market slows by more than 27% in a year-on-year (YoY) comparison – from an already low 2020 baseline of around 89,000 twelve months prior.

In an uncertain economic recovery, and amidst rapid technological change, internal combustion engine (ICE) powertrains bear most of the decline, halving their registration numbers. Traditional petrols and diesels take 25% and 21.5% of the market respectively, for the first time representing a combined share below 50% (they were above 70% just a year ago).

This was unthinkable just a few months back, however the rise of electrified options has quickly led to this noteworthy result. Plugless hybrids spread ever faster, reaching a record 31.6% market share and ranking most popular powertrain for the second consecutive month, following their July exploit.

Battery electric vehicles (BEVs) score 3,247 registrations, up 71.8% YoY from just 1,890 units a year ago. Far from an absolute record, this is nonetheless a solid result for such a slow month. Market share is in fact a round 5%, the best to date in 2021 and a baseline to build on as we progress towards the usually aggressive end of third quarter (and the entire Q4 to year end).

Will we see full electric cars reach 7% or even 8% market share before the end of this year? Much will depend on stability of deliveries and a consolidating economic recovery, as well as crucial continuity with economic incentives.

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China Doubles Plug-In Car Sales In October 2021

The trajectory is for 3+ million plug-in electric car sales in 2021.

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Plug-in electric car sales in China in October increased by some 113% year-over-year to the second highest monthly result ever - over 325,000.

Since the overall automotive market is down 5% year-over-year, plug-ins quickly expand their market share to 16%, including 13% for all-electric cars and 3% for PHEVs.

See more reports about plug-in vehicle sales in China here.

With the strong momentum, and the recent record in September, we should see new highs in November and December.

So far this year, over 2.3 million passenger plug-in cars were sold in China, which is 13.7% of the total market. BEV share stands at 11.1%.

Taking into consideration that the final months were usually the strongest in the past, the country is on a trajectory to exceed 3 million units in 2021 (significantly more than 1.27 million in 2020). . . .

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Europe: Plug-In Cars Capture 23% Market Share In October 2021

Internal combustion engine car sales are down 30% year-over-year.

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The European automotive market struggles more and more with the ongoing semiconductor shortage and the lack of new cars at dealerships.

Passenger car registrations in Europe (26 European markets, monitored by JATO Dynamics) decreased by 30% year-over-year to 790,652 in October. The year-to date result of 9.85 million is now only 2.6% above the 2020 level.

Meanwhile, the plug-in electric cars are selling well. A total of 181,300 new plug-ins were registered last month, which is enough for 22.9% of the market (a new record, but probably only slightly above September, which was also estimated at 23%). For reference, in 2019, plug-ins had a share of barely 4%!

"During the month, a total of 181,300 units of BEV and PHEV were registered, accounting for 22.9% of total market share - a new monthly record. While the EV segment continues its upward trajectory, diesel vehicles are struggling to gain traction in Europe, with market share dropping to just 19%."

JATO Dynamics notes that the shortages directly affect the market as manufacturers are switching to produce and sell the most profitable models (usually large SUVs) and plug-ins (important also from the standpoint of the emission requirements).

Felipe Munoz, Global Analyst at JATO Dynamics, commented:

“Carmakers are being forced to prioritise their best-selling segments, meaning that the few available semiconductors are being used solely to produce SUV and EVs.”

Not all manufacturers are affected by the shortage equally and it appears that the Volkswagen Group is hit pretty hard (down 42% year-over-year and outsold by Stellantis).



"Last month, Volkswagen recorded a 42% decline in volume, with double-digit drops in all countries except Ireland. Its compact and midsize cars were the most severely affected segments."

"According to JATO Dynamics’ data, last month was the second time, this century, that Volkswagen Group fell out of the leadership position for monthly registrations ranking by OEM. This marks the first time since its formation earlier this year, that Stellantis has outsold the German manufacturer. . . ."

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Plug-In Car Registrations In Europe: Q1-Q3 2021 Full Report

A comprehensive look at plug-in car sales in 30 European countries.

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The passenger car registrations in Europe in the third quarter of 2021 amounted to 2,675,567 (down 23% year-over-year).

Data released by the European Automobile Manufacturers Association (ACEA) indicates strong growth of plug-in electric segment, despite the challenging supply constraints.

In total, some 548,972 (up 48%) new passenger plug-in electric cars were registered in the Q3 2021 in the European Union, EFTA (Norway, Switzerland, Iceland) and the UK, which is 20.5% of the market.

All-electric cars have been recently substantially ahead of plug-in hybrids, while both types are not far behind the total hybrid volume.

Let's take a look at the data and charts.
2021 Q3

BEVs (plus FCVs): 309,239 (up 57%) at 11.6% share
PHEVs: 239,733 (up 39%) at 9% share
Total Plug-ins (plus FCVs): 548,972 (up 48%) at 20.5% share
HEVs: 588,429 (up 26%) at 22% share
Total car market: 2,675,567 (down 23%)

2021 Q1-Q3

Year-to-date numbers also look impressive, as more than 1.5 million new plug-ins were registered (up 105% year-over-year), which represents over 17% of the market.

BEVs (plus FCVs): 801,025 (up 91%) at 8.7% share
PHEVs: 777,694 (up 121%) at 8.5% share
Total Plug-ins (plus FCVs): 1,578,719 (up 105%) at 17.2% share
HEVs: 1,871,017 (up 91%) at 20.4% share
Total car market: 9,161,918 (up 7%)

BEVs, PHEVs and FCVs (negligible number) - 2021 Q1-Q3

The top six markets by volume in the period accounted for some 1.2 million registrations or over 76.4% of total sales:

Germany – 478,121 (up 134%)
UK – 212,181 (up 95%)
France – 208,771 (up 88%)
Norway – 109,139 (up 62%)
Italy – 100,511 (up 236%)
Sweden – 97,003 (up 72%)

Germany remains the dominant plug-in market in Europe right now with a volume higher than the next two countries combined. Italy continues to note the highest growth among the biggest markets.

In terms of market share, 15 countries are above 10% share. Norway is a stand alone leader and further improves its position towards 90%.

An important thing is that plug-ins improved their market share in basically all of the markets.

The 6 top countries by market share (above 20%) are:

1. Norway - 84.7%
2. Iceland - 48.0%
3. Sweden - 41.7%
4. Denmark - 30.8%
5. Finland - 28.5%
6. Germany - 23.7%
7. Netherlands - 22.6%
8. Switzerland - 22.2%

BEVs and FCVs (negligible number) - 2021 Q1-Q3

Germany, the UK, France, Norway and Italy were the largest all-electric car markets in Europe.

14 countries noted a BEV market share of at least 5%, while 8 exceeded 10%.

The top countries are:

1. Norway - 62.5%
2. Iceland - 24.2%
3. Sweden - 16.1%
4. Switzerland - 13.4%
5. Austria - 12.7%
6. Netherlands - 12.7%
7. Germany - 11.7%
8. Denmark - 10.7%. . . .

PHEVs - 2021 Q1-Q3

Germany, France, the UK, Sweden and Italy were the largest plug-in hybrid car markets in Europe.

The number of countries with a PHEV market share of at least 10% increased to 8.

The top countries are:

1. Sweden - 25.6%
2. Iceland - 23.8%
3. Norway - 22.2%
4. Finland - 20.3%
5. Denmark - 20.0%
6. Germany - 11.9%
7. Belgium - 11.9%
8. Portugal - 10.3%. . . .

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Electric vehicles (EVs), plug-in hybrid vehicles (PHEVs), and fuel cell vehicles (FCVs) are a small but growing percentage of new vehicles. Projected data for model year 2021 supports this, as EVs, PHEVs, and FCVs are projected to grow to 4% of all new vehicles. Hybrids (not including PHEVs) are also projected to grow significantly in model year 2021, to 9% of all vehicles produced. Hybrid production is expected to grow in most vehicle types, including truck SUVs and pickups. Approximately one third of these hybrids are projected to be mild hybrids.

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California surpassed 1 million electric vehicles (1,054,095 units)—battery-electric, plug-in hybrid, and fuel-cell electric—sold cumulatively through the 4th quarter of 2021, according to the California Energy Commission (CEC), making it the first US state to achieve this milestone. California also set a new yearly record with 250,279 electric vehicles sold, representing 12.4% of total California auto sales in 2021.

The CEC updates its Zero Emission Vehicles (ZEV) sales figures quarterly by analyzing DMV data. Specifically, cumulative sales through the end of 2021 were:

663,014 BEV (62.9%)
379,125 PHEV (36% )
11,956 FCEV (1.1%)
For sales in 2021 only, the shares were:

183,933 BEV (73.5%)
63,141 PHEV (25.2%)
3,205 FCEV (1.3%)

California’s EV adoption rate exceeds the global trends according to the International Energy Agency showing that the global EV market share jumped from 4.11% in 2020 to 8.57% in 2021. However, the same report finds that California is still falling behind Europe where EV sales exceeded 20%.

In comparison, EVs delivered as a percent of total US sales in 2021 totaled just 4%. In the US overall, more than 652,000 electric cars and plug-in hybrids were sold in 2021.

Californians need to purchase 4 million more EVs in the next 9 years to reach the state’s goal of 5 million EVs sold by 2030, according to Veloz research. Veloz is a nonprofit organization focused on accelerating the adoption of electric vehicles. . . .

In California, Tesla topped the BEV sales leaderboard for 2021, delivering 137,135 vehicles (75% of all battery-electric vehicles sold in California in 2021) (67,262 Model 3 (49% of Tesla total); 61,022 Model Y (44.5%); 6,532 Model S (4.8%); 2,319 Model X (1.7%)). . . .

For 2021 in California, Tesla was followed by:

Chevrolet: 12,313 Bolt EVs, 974 Bolt EUVs (7.2% share)
Ford: 5,807 Mustang Mach-E, 18 Focus EV (3.2%)
Volkswagen: 5,293 ID.4, 276 e-Golf (3.0%)
Nissan: 4,192 LEAF (2.3%)
Hyundai: 3,122 Kona EV, 686 Ioniq Electric (2.1%)
Audi: 2,404 e-tron, 557 e-tron Sportback, 150 e-tron GT, 66 RS e-tron GT (1.7%)
Kia: 3,003 Niro EV, 2 Soul EV (1.6%)
Porsche: 2,350 Taycan (1.3% )
Volvo: 1,325 XC40, 1 C40 (0.7%)
BMW: 1,286 i3 (0.7%)
Polestar: 1,159 Polestar 2 (0.6%)

Jaguar, MINI, Rivian, Mazda, Mercedes-Benz, Lucid, Honda, FIAT and Smart each posted less than 1,000 units for the year, with Smart taking the bottom spot with 5 units total.

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DOE: light-duty plug-in electrified vehicle sales in US nearly doubled from 2020 to 2021

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Sales of new light-duty plug-in electric vehicles, including all-electric vehicles (EVs) and plug-in hybrid electric vehicles (PHEVs), nearly doubled from 308,000 in 2020 to 608,000 in 2021, according to data gathered by the US Department of Energy (DOE).

EV sales accounted for 73% of all plug-in electric vehicle sales in 2021. EV sales grew by 85% from 2020 to 2021, while sales of PHEVs more than doubled, with an increase of 138% over the previous year.

The rapid growth in plug-in electric vehicle sales from 2020 to 2021 is remarkable in the context of overall light-duty vehicle sales, which increased by only 3% during the same period.

A total of 53,465 plug-in vehicles (41,125 BEVs and 12,340 PHEVs) were sold during January 2022 in the United States, up 64.2% from the sales in January 2021. PEVs captured 5.39% of total LDV sales in this month.

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Not sure if the % sales increase is due to lower price, greater capability/versatility or both.

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dmacarthur said:

Not sure if the % sales increase is due to lower price, greater capability/versatility or both.

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I suspect that greater range in PHEVs is responsible for a lot of the appeal- RAV4 with about 40 miles pure electric meets most people's needs right there. I don't think I will ever go back to a gasoline powered car but if I did...... That is appealing.

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