January 2017 Plug-In Electric Vehicle Sales Report Card

3 months ago by Jay Cole 46

September's Results Won't Surpass The All-Time Best Set In August - But Still Very Strong

January sales kick off the same way 2016 finished – by rocketing higher!

A new year begins!

2017 brings new found optimism for plug-in electric vehicle sales in the US, as 2016 showed marked monthly improvements during each month of the year.

Chevrolet Bolt EVs arrived at dealership in California in significant volumes in January (Bolt EV at Capital Chevrolet in San Jose shown above)

In fact, EV sales were up ~37% in 2016 to almost 160,000 total sales, with the 2nd half of the year showing an even more impressive 47% gain, thanks to a record setting December in which ~24,785 plug-ins were sold.

Now before we get to January, we should note that the first month of a new year is nothing like the last month of the expiring year, as the intricacies of the $7,500 federal EV credit and the expiry of a tax year mean that plug-in sales soar in December and then go through a bit of a hangover in January and February.

Thankfully, we can judge the market’s improvement by looking at year-over-year comps…and January of 2017 blew away 2016’s results thanks to a couple of newcomers (Chevrolet Bolt EV and Toyota Prius Prime), while the majority of the traditional offerings showed decent gains … and the Chevrolet Volt destroyed the previous “best ever” result for any plug-in sold in January by selling 1,611 copies during the month.

Overall in January an estimated 10,615 plug-ins were sold, which was up a very strong 70% over last year when ~6,221 were moved.

And while past performance is no guarantee of future results, applying January’s gains (+70%) to full year numbers, would arrive at a year end with a figure of dome 271,000 plug-ins sold!  Here’s hoping the US market can maintain January’s momentum.

Separately, the fuel cell Toyota Mirai moved 83 copies in January.

Last update: Thursday, February 2nd, 2017 12:33 PM


Below Chart: A individual run-down of each vehicle’s monthly result and some analysis behind the numbers.  (Previous year’s monthly results can be found on our fixed Scorecard page here)

2017 Monthly Sales Chart For The Major Plug-In Automakers – *Estimated Tesla Sales Numbers – Reconciled on Quarterly Totals, ** Fiat/Hyundai-Kia Do Not Report Sales Directly, Estimate Based on State/Rebate Data

Individual Plug-In Model Sales Run-Down:

Nest Generation, 2016 Chevrolet Volt

Next Generation, 2016 Chevrolet Volt

Chevrolet Volt:  

Someone forgot to tell General Motors this month that January is an awful month to try and sell electric vehicles in.

As for the Volt, it only accomplished the feat of selling the “most plug-ins for January” ever, moving 1,611 copies.  The previous best was 1,252 moved by Nissan with the LEAF in 2014.

Previously in December GM sold an equally as impressive (relative to the month) 3,691 Volts,  which was good for a 75% gain over the 2,114 sold a year ago. December’s result was an all-time best, passing the 3,351 sold waaaay back in August of 2013.

For 2016, 24,739 Volts were sold vs 15,393 last year, a gain of 61%, passing the Volt’s previous all-time record for most sales in a year from 2012, when 23,464 were sold.

Also of interest, due to waaaay too many new vehicles being produced at GM’s Hamtramck, Michigan facility (Buick La Crosse, Cadillac CT6, Chevrolet Impala…and yes, the Chevrolet Volt), the company extended its winter shutdown of the plant to ~3 weeks – running into early January.

That excess volume was evident with the 2nd generation Volt, as national inventories touched 6,000 units for the first time ever (by our count) in December, before falling back down to around ~5,500 despite the huge sales result during the month.  For January, the inventory mitigated a little more, but still at a historically high ~5,200 units.

 

 

Chevrolet Bolt EV - looking to make its mark in 2017

Chevrolet Bolt EV – looking to make its mark in 2017

Chevrolet Bolt EV:  

GM’s first long range offering completed its first full month on the US market in January, selling an impressive 1,162 copies in California and Oregon (the two states selected for the Bolt EV’s launch before going nationwide later this year).

Previously, 579 Bolt EVs found homes in December after the car’s debut mid-month.

GM even managed to grow inventory regionally, briefly touching 4 figures during the month, but averaging around ~700 units overall in January.  It appears GM has judged the demand (and thus production) for the Bolt EV just about perfectly.

GM also gave us a mini-update on the new roll-out schedule for the Bolt EV:

  • EVs are currently in transit to California and Oregon markets
  • a number of Northeast and Mid-Atlantic States including New York, Massachusetts and Virginia will see first deliveries this winter
  • Bolt EVs will arrive to more dealerships in additional major metro markets throughout the first half of 2017
  • nationwide at certified dealers mid-2017

 

 

Nissan LEAF

Nissan LEAF:  

It is no secret Nissan is struggling with the first generation LEAF in the US as it ages into a much needed upgrade shortly.

Yet despite that, the LEAF has now seen gains in the past 5 consecutive months in a row (more on that below), although the 772 sold in January represents only the smallest of gains at around 2%.

Previously, December’s result of 1,899 sales, was actually the high water mark for the year, after selling 1,457 copies in November.

How rare have sales improvements been before this current run?  September through December’s gains were the first for the EV in America in 20 months (you’d have to go back to December of 2014 to other year-over-year increases).

During 2016, 14,006 LEAFs were sold, off 19% from the 17,269 moved in 2015.

As mentioned earlier, we should note that the entry level price to the 30 kWh/107 mile edition of the LEAF was lowered with the 24 kWh trim level’s removal – the 30 kWh LEAF now has a starting MSRP of $30,680 + DST.

During December, average stocked inventory of the LEAF crept a little higher, averaging around ~2,000 copies – which is where it stayed during January, but still not far off historic lows.   Basically, until the inventory improves with the upgraded  and future edition, it is impossible for Nissan to perform much better than it has of late.

 

 

2017 Toyota Prius Prime

2017 Toyota Prius Prime

Toyota Prius Prime:  

Finally, after 18 months of waiting the first generation Prius plug-in has been replaced.  Enter the all new, much improved Toyota Prius Prime (details) which arrived on US dealers lots on November 8th.

Since its arrival the Prime has exceeded sales expectations, especially so in January as 1,366 were moved during the month – making the 2nd generation Prius PHV the second best selling plug-in for America during the month.

We should note that Toyota is pretty fortunate to have the Prime in its “Prius stable” as overall the sub-brand sales have been off considerably.  For January, and despite the inclusion of the Prime’s sales (making up close to 20% of the total), overall Prius sales amounted to just 7,829 units – off 16% from a year ago, and well below previous norms.

It is no wonder then that Toyota has said the plug-in Prime is the future of the Prius lineup. Might we see a day this year where the plug-in outsells the traditional hybrid (which sold just 4,553 copies in January)?  You never know, it might happen.

Yes, the Prius Prime is here, and it might just be your 2017 plug-in sales champion for the US, once Toyota’s Japan-based manufacturing facility can catch up to its worldwide demand; Toyota has breifly crested ~1,000 units in stock, but has had difficulty staying above the figure so far.

The Toyota not only features its own unique look, but 25 miles of all-electric range.

But most importantly, the plug-in Toyota is priced right – from $27,950, which after the $4,500 federal credit is applied gives the Prime an effective price of $23,450, a price-point that is actually more than $1,000 cheaper than the base hybrid version…which should eventually translate into very strong sales once the EV is well stocked, as the standard version of the car can sell upwards of 10,000 units in a month.

 

 

 

 

2015 BMW i3

BMW i3

BMW i3: 

Overall, the BMW brand took a pounding in 2016, finishing the year down 9.5%…and this against a backdrop of stronger sales among all the other OEMs.

And when it comes to plug-in vehicle sales in the US, no model was more unpredictable than the BMW i3 in 2016.

As an example, the BMW i3 sold 629 copies in November, 442 copies in October, 391 copies in September, 1,479 in July, 608 in June, 814 in April and 182 in January.

Unfortunately, it looks like we are in for a repeat in 2017.  Although January numbers were statistically improved by ~109% over last year….January of 2016 was a train wreck (with 182 sales), meaning that just 382 copies were sold this month.

For 2016 overall,  BMW sold 7,625 i3s in 2016, compared to 11,024 a year ago – off 31%

Disappointing for future numbers, BMW closed out December with only about 600 units of i3 inventory – which we thought would be the new low, but that number managed to sink even a bit further in January.

Truthfully, BMW’s inventory managing of its electrified fleet over the past year (now 7 strong worldwide) as been about abysmal as possible, as the company has potentially left 10s of thousands of sales behind globally thanks to an unpreparedness to produce plug-ins to demand levels.  The only question that remains is whether or not it was/is intentional.

Earlier in September we got all the US EPA specs on the new 33 kWh i3 REx (details), namely 97 miles of all electric range, backed up by 83 miles of petrol abilities – for a total of 180 miles of driving range; numbers that most US customers didn’t seem all to please with (considering the 22 kWh 2016 version had a cumulative 150 mile rating).

Fortunately, we have been able to have the opportunity to have a long term/first hand review on both trim levels.

  • BMW i3 (33 kWh) BEV – read InsideEVs’ own Michael Beinenson’s 1,000 mile report here
  • BMW i3 (33 kWH) REx – read InsideEVs’ own Tom Moloughney’s first drive comparison here

 

 

 

 

2014 Tesla Model S

Tesla Model S: Tesla does not give out exact monthly sales (apparently because the public can’t handle the concept of regional allocations and delivery lead times)… so we never know for sure what the monthly numbers total up to until Tesla’s quarterly (or annual) updates add more clarity, but we do our best to keep our finger on the pulse of what is happening.

To come to an estimated monthly, number, we don’t simply take the quarterly estimate given by Tesla and divide it by 3 and hope it all works out…it just doesn’t work like that in the real world.  We simply report from the data we accumulate ourselves, the first hand accounts available from the factory and from the community itself when available – and the number is what it is (see below)

Revisions/disclaimer to accuracy of prior estimates: The 2016 Model S chart has been adjusted (via one time via US Q3 data leaked directly from Tesla) by 469 units.  The 2015 Model S sales chart was adjusted (one time – after the completion of the full year of estimates) by 498 units to compensate for confirmed full year numbers.  The 2014 sales chart was adjusted (one time – again after the end of the full year of estimates) 611 units to compensate for full year numbers.  While past success is no guarantee of future results, InsideEVs is quite proud of its sales tracking for the Model S over  the years.

That being said, we only estimate this number because Tesla does not, and to not put a number on Model S sales would be to paint an even more inaccurate overall picture of EV sales. Despite our fairly accurate track record, we are not analysts, portfolio managers and we do not own any positions in Tesla the company.


 

After struggling with getting its new fully self driving hardware equipped cars out of production and into consumers’ hands in October and November, Tesla delivered a massive amount of Model S sedans in December in the US playing an epic game of “catch up”, but even with a record month, the company came up about ~3,800 sales light of full year estimates globally.  Tesla delivered  just over 22,000 EVs in Q4 an just over 76,000 for the full year.

Because of the extreme end of year production push due to difficulties transition to the new autonomous-ready hardware, Tesla noted that  “In addition to Q4 deliveries, about 6,450 vehicles were in transit to customers at the end of the quarter. These will be counted as deliveries in Q1 2017.”

Which might lead one to believe that US sales would see an uncommon spike in January, displacing the trend of low ‘first month of the quarter’ sales for Tesla…but one would be wrong, because as far as we can tell, the vast majority of those EVs just missed being delivered internationally at the end of Q4, or those EVs were produced for international customers near 2016’s end once Tesla felt it had run out of time to both produce and deliver any more cars in the US in 2016.

Looking ahead into the first half 2017, it appears Tesla needs a new driver to push Model S sales higher until the Model 3 arrives, as the current’s car’s demand is basically now flat year-over-year, and demand for the current lineup appears to be exhausted headed into Q1.

The company is likely hoping that its new 100D offering for the S (and X) will provide that momentum, thanks to providing 10 kWh more battery (and a class-leading 335 miles) for just $3,000 more – a ‘value’ in Tesla terms.  The company expects to start delivering these 100D  cars…wait for it…at the very end of Q1.

Tesla spent a good bulk of the first part of January continuing to produce cars for international destinations before focusing back on the US – meaning few EVs were produced and sold in the US for the month.

Couple production realities with the fact that January is a terrible month in which to sell EVs thanks to the way the $7,500 federal EV tax credit works (especially so for Tesla owners who opt to purchase over leasing at a much higher frequency than with other OEMs), and we estimate that 900 Model S sedans were sold, and even at that we feel we might be being too generous.

Looking ahead, we see a decent rebound for February sales as Tesla produces and delivers US-bound vehicles not the 100D, then into the (becoming all too normal) panic of trying to deliver a new offering in volume for the last month of the current quarter in America.

 

 

 

 

 

 

Tesla Model X

Tesla Model X

Tesla Model X: Like the Model S, Tesla does not itself report Model X sales, so we do our best – with all the data at our disposal to estimate monthly results for North America as best we can (For more info on that, check out our disclaimer for the Model S)


Historical accuracy/Sales Update (Oct 11th):

Tesla recently leaked US sales data for Q3 2016 put US deliveries at 5,428 Our own Q3 estimate  was 5,800 for North America, which includes Canada (which ended Q3 with 389 registrations for the quarter), meaning 5,787 were actually sold – and not to brag…but that means we were only off by 13 units in Q3.

Previously in Q2 2016, Tesla reported 4,625 Model X deliveries…our estimated scorecard got within about ~55 units of the actual number (accounting for just a handful of international Model X deliveries). In Q1 we where within ~200 units.

 

If you want to know the “ins and outs” of what the heck is happening at Tesla with the Model X, all you pretty much need to do it go up a few paragraphs and re-read the Model S synopsis…but change everything  to the Model X, as the two models are basically moving in lockstep with each other.

Here is the CliffsNotes version as we understand it:  Most built, but undelivered inventory for Q4 was/is not heading to the US.  Most Model X production at the end of Q4 and the first few weeks of Q1 was not US-bound either.

Those facts, coupled with the future-tense arrival of the new/better value/longer range Model X 100D (expected in ~March), and the “January blues” from the $7,500 fed EV credit resetting for a new calendar tax year,  means that not a heck of a lot of Model X all-electric SUVs were sold in the US this month.

Add it all up, and we estimate that just 750 Model X were sold during the month.

 

 

 

Volvo XC90 T8 PHV

Volvo XC90 T8 PHV

Volvo XC90 T8 PHEV:  

Since the XC90’s debut a year ago, the plug-in SUV has found a consistent selling range in the ‘100s’ range over 2016.

And while it pulled pack in January (with 96 sales), the result is not all that unexpected given the difficult environment of the month.

The plug-in XC90 closed out 2016 by selling a strong 204 copies.

The Volvo XC90 T8 (details) plug-in is rated at 394 hp, and gets 14 miles of estimated range (0-12 in pure all-electric mode) via a 9.2 kWh battery, and is the first to offer a standard 240v/120v dual charging cord set.  Pricing starts at $68,100 in the US.

Check out a recent electric range and efficiency test drive video review on the XC90 T8 here.

It will be interesting to see how much demand there is for the first extended range PHEV in America once it really gets its footing (and some decent inventory).

 

 

 

Look! It's the illusive Mercedes C350e

Look! It’s the illusive Mercedes C350e

Mercedes C350e:

THE PRODIGAL SON CAME HOME!

About ~18 months ago we naively added the plug-in Mercedes C350e to our sales recap, boldly proclaiming it to arrive in the Fall of 2015 – as promised by the company.

Then it was “early 2016”, then “Spring 2016”, then…well, you get the picture.  At some point we just gave up, and if it happened to arrive and sell…we would report on that AFTER THE FACT.

Well friends, that month was December of 2016, as the C350e not only appeared, but it sold a very healthy amount of cars – some 171 copies!

With that said, and despite January being the ‘coldest’ of months to sell a plug-in, the C350e sold in an even higher amount during the month (a very rare occurence), moving 210 plug-ins for the month!

 

 

 

 

2017 BMW 330e - Like All Plug-Ins Sold In The US, It Wisely Is Offered In Black

2017 BMW 330e – Like All Plug-Ins Sold In The US, It Wisely Is Offered In Black

BMW 330e:

Arriving on the US market last Spring was the BMW 330e, which is the plug-in hybrid version of the company’s high selling 3 series offering.

The 330e (from $44,695 including DST), physically arrived in April in a token amount, and it has taken BMW 8 months to…still, not stock it very well.

BMW noted in July that sales globally have gone so well that the 330e is effectively sold out for the remainder of 2016 (same goes for the just released 740e)…meaning the US will only get its rationed allotment of cars for quite some time.

That said, production and allocation to the US has slowly started to climb…and that has shown to a degree with sales.  Sales peaked at 240 units in 2016 (Dec), but fell back to 129 in January.

Ultimately, whenever BMW is able to build inventory, we expect the 330e to easily be able to see 500+ units per month.

As for the specs, the final EPA ‘real world’ range rating of just 14 all-electric miles  (via a 7.6 Kwh battery – 5.7 usable) was a disappointment for some hoping for a number closer to 20, but with a 75 mph top speed in “Max eDrive”, it is a capable offering (featuring a 2 liter turbo inline 4) and should satisfy the traditional BMW crowd and be a strong seller.

The electric motor develops 87 hp with maximum peak torque of 184 lb-ft, when combined with the petrol engine, the total output jumps to 248 hp, with a peak torque of 310 lb-ft, allowing a sprint from 0 to 60 mph in 5.9 seconds and  a top speed of 140 mph.

 

 

 

Audi A3 Sportback e-tron

Audi A3 Sportback e-tron

Audi A3 Sportback e-tron:  

Audi had defined the word “consistent” when it comes to plug-in vehicle sales in 2016, dutifully selling the low 300s each month.

That is at least until December when it broke out of its normal pattern and a very impressive 589 copies.

Now the Audi e-tron looks to not only repeat that consistency, but improve, as a just as impressive (considering the month) 387 plug-in A3s were sold in January.

Overall, 4,280 copies were sold in 2016…a not insignificant contribution to the US plug-in vehicle sales scene.  That said, Audi is still certainly not in the “big boys” category for EV sales, but also is definitely not in the “also rans” either.

Quirky fact not really related to EV sales, but certainly aided with the arrival of the A3 e-tron, the Audi brand has now set 73 consecutive months of record year-over-year sales in the US.

Part of the reason for strong sales for the A3 e-tron is also the (relatively) low price. $38,900 gets you the Audi badge, 8.8 kWh of battery – good for 17-odd miles of real world driving…and federal credit of $4,158, which is significant because this brings the e-tron package down to within $3,500 of the base MSRP of the A3.

Well that, and you can’t get the “sportback” version of the Audi in any other trim level in the US.  Check out our own early/pre-delivery review on the Audi A3 e-tron here.

 

 

 

2014 Mercedes-Benz B-Class ED

Mercedes-Benz B-Class ED

Mercedes-Benz B-Class ED (B250e): 

Perhaps it has because the bar has been continually lowered for the B-Class ED (now actually named the B250e), but the 53 sold in January seems like a more than reasonable amount vs demand for the city EV these days.

Previously in December 54 were sold.

The B-Class has a bit of a rough go since its entry to the US. The original model year run (2014) was extremely short, the 2015 edition came late and without much fanfare or inventory, and the 2016 edition was hit early with a stop sale (which has now been resolved) then was cut-off at the knees with a lack of a “stock inventory” program by Mercedes.

It appears now that Mercedes has decided to make the B-Class a limited offering in the US until a new, longer range model arrives in the future (more on that below).

Last Fall, we also heard news (via a normally very reliable source) that Mercedes was about to get serious with the B-Class ED, giving it an estimated 300 mile (NEDC) ~225 mile EPA range upgrade in next generation trim, while also removing the Tesla drivetrain/components to bring costs down.

Then in August we saw the B250e sister car in China get a new 62 kWh battery pack (likely good for close to 200 miles of real world range), that might foreshadow what Daimler has in store this autoshow season for the all-electric B-Class.

 

 

 

Oh you know the new BMW 740e comes in black!

Oh you know the new BMW 740e comes in black!

BMW 740e:  

BMW took the lead for “most plug-ins” offering in the US in September, as the 740e (details) joined the company’s lineup.

At least we thought they did…but by month’s end we found ourselves asking, “Where the flip is the 740e?”  Truthfully, BMW’s apathy to producing and delivering cars as promised in the US sucks the life out of us writing these reports sometimes.

Did BMW deliver any 740es in September?  No.  October?  Nope.  Did it arrive in November?  Once again, no.  Thankfully, some actual “real life” inventory arrived in December…and a blistering 18 were sold in January!

Like the BMW 330e, the 740e is both a new plug-in product, and one that is in high demand.  Even before the first copy was sold in the US, BMW has announced that all the global production for the 740e is spoken for in 2016…which means the US will be getting a token amount over the next ~6 months or so.

What will the demand ultimately be for the 740e?  It is hard to say, but the $89,100 starting MSRP (less federal credit of $4,500) makes it near price identical to the 740i xDrive, and only a couple thousand more expensive than the “base” 7 series (at $81,500).

Given that BMW sells some ~1,000 copies of the 7 Series on average in the US, it is not unreasonable to think a few hundred of the 740e could be sold each month…that is once they are stocked.

 

 

 

 

Ford Fusion Energi

Ford Fusion Energi

Ford Fusion Energi:

The refreshed 2017 Ford Fusion Energi (details) was a fairly big hit in 2016, showing marked improvements since its launch…well, until December anyway.

After selling a record 1,817 copies in November, the plug-in Ford took a bit of breather in December, selling just 1,099 copies, and in so doing relinquished the battle for #3 spot on the “US best seller list” to the Tesla Model X.

For January of 201,. the Fusion Energi eked out a small gain from a year ago, moving 606 copies this month (vs 581 in 01/16).

Looking at the inventory in the past, it was easy to see why (and how) so many of the new Fusion plug-ins were sold over the past few months;  the Fusion Energi has often won the crown for the “most stocked” EV in the US (before Chevy got crazy with the Volt)…but with that said, Ford has been struggling to keep production on pace with demand, and national inventories fell to around 2,000 units ending out 2016, and another ~250 or so units lower during January.

 

 

 

Latest Plug-In To Arrive In The US - the 2017 Mercedes GLE 550e (which to no one's surprise, also comes in black)

2017 Mercedes GLE 550e (which to no one’s surprise, also comes in black)

Mercedes-Benz GLE 550e:  

With all the fanfare of…well, absolutely nothing, the first GLE 550es quietly slipped on to Mercedes dealer lots in mid-2016.

The plug-in SUV then proceeded to sell around 20-30 copies per month until December, when the model broke out and moved 83 units.

We had assumed we might be in for quite a pullback in January, but a still strong 52 plug-in GLE’s were sold.

We spoke with Mercedes about its GLE 550e, and as it turns out the SUV is available only as a special request factory order (by your local dealer, or by customer order)…and is not a “stock program” (think Ford Focus EV for a handy reference as to what this means).

Normally the sales recap would not be the place to go over the particulars of what a plug-in can do – but 99.9% of readers probably didn’t even know it existed until we mentioned it, so here goes…

Price: from $65,550
Engine: 3.0 L turbo, combined with electric motor puts out 436 hp
Acceleration: 0-60 in 5.3 seconds
All electric range: 10 miles (12 blended) – 42 MPGe

/now you know

 

 

Mercedes S550 Plug-In Hybrid

Mercedes S550e Plug-In Hybrid

Mercedes-Benz S 550e:

When it comes to plug-in luxury, the S550 reigns supreme! Having first arrived just over a year ago, the Mercedes S550e presents a level of refinement that was (and still is) previously unseen in the EV segment for the US.

That said, top of the line luxury comes at a hefty price…and only by special order.

Late in 2016, specifically in October, the plug-in Mercedes surprised…no shocked us with its results. After setting a new all-time high in September with 41 sales, the model did 4x better in October – selling an amazing 174 copies – which is BMW i8 territory.

Things got back to normal by year’s end, with a (still very impressive) 71 sold in December, followed by a solid 55 moved in January.

Despite its huge footprint, and pretty heavy weight (just north of 5,000lbs), the electric motor and turbo 6 cylinder still manage to zip the Mercedes to 60 mph in just 5.2 seconds, while giving the car 24 MPG in the city and 30 on the highway.

Currently, range is rated at 12+ miles with the Prius-like “electric + gas” tag, meaning you have to drive with a certain light-footedness to get the 20 miles on just electricity. The S550 has a 8 kWh battery on board, so expect about a $4,700 federal tax credit with your purchase.

NEW for 2017:  The S 550e will be getting a new, larger battery – up to 13.3 kWh (details), which should give the massive tourer about ~20 miles of real world/EPA range.  The plug-in luxury car will also be the first vehicle to offer a factory-installed wireless charging option in 2017, Mercedes notes this option will be made available on all new plug-in offerings in the future.

 

 

2016 Hyundai Sonata PHEV ... in black

2016 Hyundai Sonata PHEV (… in black)

Hyundai Sonata PHV:  

The Hyundai Sonta PHV just recently crossed the ‘full year on the market’ milestone, and the results to date we would call “ok”.

For January, it appeared to be business as usual with the plug-in Hyundai, and we estiamte the company sold 190 copies of the Sonata PHV.

Previously in December (under much more favorable conditions), we pegged 325 sales; a recent high, but slightly off the all-time high set earlier this Summer (~375 July).

(As always, Hyundai is not keen to split out a specific number themselves, so we have to go by what rebate and dealer information there is to go on).

The Sonata PHV should likely be an even better seller in the US that it is, as the Hyundai offers an attractive mid-size PHEV value. The Hyundai has been rated at 27 miles of range and pricing starts at $34,600.

The only issue has been the company is not fully inventorying the car (not a required offering for dealers), and while it is available to order in all 50 states, you could not actually find a “live” copy to go check out at your local dealership in many of them.  Hyundai typically has no more than ~300 Sonata PHVs in open stock nationally the US every month.

With $4,919 dollar worth of federal credit also on the table thanks to the car’s 9.8 kWh battery, the effective $29,681 price-point (+dst) is acceptable; however, when factored into a lease, it makes the plug-in version of Sonata almost as inexpensive as the petrol version.

 

 

Does 2017's first plug-in offering, the Kia Optima Plug-In Hybrid come in black? You bet it does!

Does 2017’s first plug-in offering, the Kia Optima Plug-In Hybrid come in black? You bet it does!

Kia Optima Plug-In Hybrid:

In January, Kia introduced the Optima plug-in hybrid to the US market, the first new EV offering of 2017!

Unfortunately, like its sibling Hyundai with the Sonata PHV, Kia does not care to split out plug-in sales on the plug-in Optima, choosing rather to lump all sales together (as it also does for the Soul EV).

With that said, we will do our best to estimate the sales…which really should be all that hard as Kia doesn’t stock/sell them all that well outside of California, and there is a fair amount of data to be mined to get a fairly accurate read on how things are going for the Optima PHV.

For January, very, very few Optima plug-ins arrived in the flesh for the PHEV’s debut month, and we estimate that Kia sold about 40 of them during the month.

As for the model specifically, it offers a lot of “extras” compared to its platform-twin Sonata PHEV – and for just $600 more (from $35,210).  Things like standard leather, and a more aerodynamic profile…which apparently gives it an extra couple miles EV range (29 miles) despite having the same 9.8 kWh battery.  In extended range mode, the Optimate PHV gets 40 MPG.

 

 

 

 

Volkswagen e-Golf Comes To The US In November

Volkswagen e-Golf

Volkswagen e-Golf:  

It had been hard to get a read on the sales demand for VW’s all-electric Golf for the most part of 2016, as as sales fluctuated quite a bit.

After setting a year’s best in August (with 454 copies sold), Volkswagen improved on that number again in September, selling 529 copies, before setting back down to 407 sales in October and lower still with 305 sold in November.  However, things rebounded again in December with 443 sold.

For the first month of 2017 however, sales normalized somewhat, selling 332 copies, roughly equal to the 328 moved a year ago.

We should note that these sales levels are relatively strong considering a recently announced range upgrade coming mid-model year for the 2017 edition (January/February) and the “January blues” effect – of which the two factors have combined to pretty much keep demand in check (and inventory’s low) until that car’s arrival.

As mentioned, some sales help is on the way, as Volkswagen will have a first mover advantage of some sort upgrading the range on today’s e-Golf.

The 2017 plug-in VW will now feature a 35.8 kWh battery, increasing range to ~124 miles and debuted at the LA Auto Show in November (details – launch gallery/video).  Production of the new e-Golf gets underway in December, and we expect to start seeing some copies arrive in the US for late January/early February.

Also of interest, VW outlined its plans passed the refreshed e-Golf from the Paris Motor Show in October, stating that the all-electric I.D. will enter production in about 3 years time, and will have 400-600 km (249-373 miles) of range.  (We should note that estimate was given on the optimistic Euro/NEDC scale – in term of real-world/EPA estimated miles, we would expect 180-270 miles…still a pretty big spread)

 

 

 

Ford C-Max Energi

Ford C-Max Energi:

If it wasn’t for the impressive results of the Ford Fusion Energi every month, we probably would look at C-Max Energi results a lot differently.

…at least that is what we had been saying for the past ~3 years or so.

But in December, the plug-in C-Max stepped out of the Fusion’s shadow, and sold an all-time best 1,289 copies – 17% more than the Fusion Energi for the month. How would the model start 2017? By selling 473 units – which we grant you sounds like a lot less, but is actually a 35% gain over a year ago.

Thanks to December’s surge, and the BMW i3’s sales malaise over the past four months, the C-Max Energi has moved past the BMW and settles in at the 6th best selling plug-in for the US in 2016.

Despite these results, we expect that the C-Max Energi will live only as long as it takes to introduce a Ford’s new “Model E” lineup in Spring of 2019 (offering both a compact car and crossover utility vehicle).

 

 

 

BMW i8 Finally Arrives In US In August!

BMW i8

BMW i8:

When it comes to sales, the BMW i8 (like its cousin i3) had a rough year overall in 2016

After a couple decent strong months in November and October (173 and 199 respectively), the BMW supercar fell back in December to 133 units, and now has plummeted to just 50 copies in January.

For 2016, 1,594 i8s were sold, which was off 30% from 2015 when 2,265 where moved.

Looking ahead, the inventory situation with the i8 has has continued to weaken – perhaps as a response to the winter season. In December just under ~200 units were available for sale – a year low.  For January, less than 150.

What’s the reason for the large drop? Perhaps a new/upgraded edition is about to break cover in Geneva next month.

 


Also of note:  More and more whispers point to the fact that the next BMW i8 will not only have a lot more power on tap (up to 750 HP), but that BMW will be offering the 2nd generation i8 as a pure electric car – perhaps in order to better compete against the likes of the new Tesla Model S P100DL.

 

 

 

2014 Porsche Panamera S E-Hybrid

Porsche Panamera S E-Hybrid

Porsche Panamera S E-Hybrid:  

The original Panamera S e-Hybrid was never able to recover from the arrival of sister SUV, the Cayenne S e-Hybrid…which is quite frankly a superior offering when it comes to “bang for the luxury buck”.

However, for November sales bucked the trend (perhaps with the last of the inventories on the car selling to make way for the new improved version in 2017).  During November 88 were sold, exhausting supply…leaving only 3 to be sold in December, and 2 copies in January.

Basically, the upcoming refresh now can’t come soon enough.  But it is coming…in April.

The first generation Panamera’s replacement was announced this October – the  Panamera 4 E-Hybrid (yes, the name is just as dreadful), then in November a “Executive” model was added to the upcoming lineup – a feature that stretches the wheelbase even further for the comfort of those who care to be chauffeured.

Good news is that it gets AWD, twice the L2 charging speed (7.2 kW vs 3.6 kW), and a 50% larger battery that gives the Porsche 31 miles/50km of NEDC/EURO range…which translates to about 25 miles in the US (up from the 16 miles found in the original).

 

 

 

 

 

 

2015 Porsche Cayenne S e-Hrybrid

Porsche Cayenne S e-Hybrid

Porsche Cayenne S e-Hybrid:

While the first iteration of the Panamera S E-Hybrid struggled to prove viability, the Cayenne plug-in continued to put more butts in the seats over time.

Amazingly, Porsche only strengthened plug-in SUV sales in the US in 2016, despite added pressure from the likes of the BMW X5 plug-in and Tesla Model X in the plug-in utility class.

During January, the Porsche was one of the few traditional plug-ins to sell more vehicles in January than December, as 177 were moved (vs 152 in December).

There has even been enough demand of late for Porsche to introduce a premium “platinum edition” of the plug-in Cayenne.

There has even been enough demand of late for Porsche to introduce a premium “platinum edition” of the plug-in Cayenne.

 

 

 

 

2014 Fiat 500e

Fiat 500e

Fiat 500e:  

When it comes to reporting plug-in sales, we have another Tesla on our hands here (as in they don’t report sales).

Chrysler/Fiat has been giving us a bit of the stonewall treatment when it comes to reporting 500e sales.

UPDATE: After initially have some issues getting data on the plug-in Fiat, more registration and rebate data is now available. That being said, the number is estimated. Historically, the average margin of error per month has been about ~40 units in those moments when some confirmed data leaks out (usually from a recall).  For 2016, the yearly estimated total was adjusted upwards (once) by approximately 500 units over the first 112 months.


For most of 2016, the Fiat 500e was a consistent performer, but over the past few month of the year things really ratcheted up – thanks to deals such as this one on Black Friday ($49/month with nothing down*), and the 500e remains the most popular compliance EV that many can buy.

Heading into 2017 sales continued to remain robust for the 500e given the limited amount of inventory (~400 units) after a strong 2nd half of 2016, we estimate ~345 copies were sold in January.  Without a solid restocking program after the winter factory shutdown, we could see an extended pullback of sales numbers heading into the next couple months – but hopefully not.

 

 

 

 

BMW X5 xDrive40e

x5 xDrive40e

BMW X5 xDrive40e: 

The BMW X5 plug-in had an unexpectedly strong debut in the US in 2016…and only get stronger over the year.

In fact, the electrified X5 easily won the award for “best newcomer”for 2016, which was topped off by the all-time best 876 sales that were made in August!

Perhaps not unexpectedly, subsequent monthly sales drop off a touch while the company attempted to replenish new inventory on dealer lots, falling to around 400 copies in the months that followed.

However for December, sales started to rebound, with BMW selling 569 X5 plug-ins for the month. Thanks to the “January slowdown” effect on sales of the US federal credit, inventories grew decently during the month to around ~500+ units, but adversely affected sales, with 262 sold in the first month of 2017.

Check out our first drive review of the 13 mile AER BMW x5 xDrive40e here.

 

 

 

 

As Always, Black Is The Proper Choice When Selecting The Color Of An Electric Car

smart ED – As Always, Black Is The Proper Choice When Selecting The Color Of An Electric Car

SMART ForTwo ED:  

Daimler had been experiencing a slight rebound in sales for its 2 seat all-electric smart car in early 2016, but that ended just as Summer arrived.

After selling 47 cars in November,  Daimler set a new 2016 low with 40 sales in December, which they followed up by selling just 15 electrified smarts in January.

The sales malaise (and lack of dealer stock) is likely due to the anticipation of a new, next gen offering that arrives in in early 2017 with a new look, and a slight range increase – up to 85 miles.

That new model made its US debut at the LA Auto Show in November – of which one can check out all the specs and details in our “from the show” report – here.

The all-time record for sales in one month was set in December of 2014 when 351 were sold.  The smart Ed ended 2015 with 1,387 sold – good for the 13th on the top selling plug-ins list for America.

 

 

 

Ford Focus Electric

Ford Focus Electric:  

Another month, another nap for those interested in following the sales progress of Ford’s first all-electric offering.  The Ford Focus is one of the longest available electric cars on the US market – and January marked the EV’s 59th month to log sales in America, yet it never strays more than ~100 units from selling 150 copies per month.

Seriously – never more than 100. It seems almost impossible…yet there it is…the Focus Electric, selling 100ish cars month in and month out.

For January …zzzz… 56 more...zzzz….Ford Focus…zzz…Electrics were sold.

The model has sold between 53 and 198 sales per month in 55 of the past 56 months. With just one of those months passing the 200 level ever (August 2014 – 264)


Thankfully, all of that might change, as the 2017 Ford Focus EV started production on November 14th, and should start arriving in early 2017.

Most importantly is the 2017 edition of plug-in Focus gets a new, larger 33.5 kWh battery (up from 23 kWh) and a 115 mile range rating (up from 76).  Also added is standard DC fast charging (CCS).  But best of all, the price actually dropped by $50 bucks too – now starting from $29,120.  Full details can be found here, but here is to hoping we break those 100-ish sales doldrums soon!

 

 

2015 Kia Soul EV Went On Sale In Mid-October

Kia Soul EV

Kia SOUL EV:

Kia seems to be emulating the Focus Electric with the plug-in Soul EV…and that is not a good thing.

Having never straying far from the 100 unit mark during in its first two years on the market, Kia broke with tradition entering year three!  …and sold 217 copies in September!

Ok, it’s not that exciting of an accomplishment, it was a new all-time high for the brand. Then things fell back to normal since and a new streak of 100ish sales has begun, most recently with 117 sales in January.

Hey Kia, maybe its time to ship a few more copies to the US?

A note on the Kia numbers: Kia has decided to not split out data on the Soul EV from the regular petrol version, despite several attempts by ourselves to convince them it would be a good idea to do that. As Kia is one of the OEMs we don’t have a strong relationship with, we defer to our friends at HybridCars.com to provide the sales info.

The cute-ute from Hyundai/Kia has a more than decent 93 miles of range (with more 103 miles of range in the city), and a price tag of $33,700 (full details, specs and picture can be found here). We expect the advent of the Kia Optima plug-in and the upcoming 110-mile Hyundai IONIQ Electric to signal the end of the Soul EV by 2017.

OTHERS: Plug-in vehicles that have ended sales/production are included in our chart under this heading. They include (but are not limited to) the Honda Fit EV, Toyota RAV4 EV, Honda Accord PHV, Porsche 918 Spyder

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60 responses to "January 2017 Plug-In Electric Vehicle Sales Report Card"

  1. PJ says:

    I think we will hit 10k this month, but it will be close. Would have been easier if the Pacifica sold some models last month

    1. Ziv says:

      10k for January would be outstanding. I think the numbers for January have slowly risen from 5600 in 2014 to 6200 last year. So 10k would be a nice improvement.
      We are already in another record month for January, what Ford and BMW deliver will make it or break it.

  2. leafowner says:

    I was hoping that we would exceed 15k in sales for each month this year with the strong finish to 2016 plus the arrival of the Bolt and Prime. Sadly it looks like the final figure will be below 12k.

  3. Gsned57 says:

    Thanks for compiling.

    I’m not sure what to make of the prime. That’s a good number for a new offering but doesn’t really make a huge dent in Prius sales overall. I still think the prime is a weak offering but with the tax incentives if you want a Prius it’s a no brainer.

    1. ItsNotAboutTheMoney says:

      Of course, many fewer people are wanting a Prius.

      Maybe HFCV will save Toyota. Mirai leases (/sales) were up to 83!

      1. ¯\_(ツ)_/¯ sven says:

        At 83 sold, Mirai sales were up an astonishing 219.2% from the 26 sold in January, 2016.

        1. Excoriator says:

          Haha!

          This is fair comment however. Were Tesla to have shown such an increase, it would have been greeted like the second coming.

    2. ¯\_(ツ)_/¯ sven says:

      Toyota sold 4,553 HEV Prius Sedans in January 2017, which was 1,780 (28.1%) less than the 6,333 it sold in January, 2016.

      Toyota sold 1,366 Prius Prime in January 2017, which was 1,356 (13,560%) more than the 10 Plug-in Prius it sold in January, 2016.

      Total sales of the HEV and PHEV Prius sedans was 5,919 for January 2017 and 6,343 for January 2018. The 1,366 Prius Prime sold accounted for 23% of total Prius sedan sales for January 2017.

      RAV4 Hybrid sales have been cannibalizing Prius sales for over a year as consumers increasingly swap out their sedans for CUVs. RAV 4 Hybrid sales rose 44.9% from 2,000 in January, 2016 to 2,898 in January 2017. With 22,155 total RAV4 (regular and hybrid) sold in January 2016, the 2,898 RAV4 hybrids sold is a 13% take rate.

      http://corporatenews.pressroom.toyota.com/releases/tms-january-2017-sales-chart.htm

      1. ¯\_(ツ)_/¯ sven says:

        Prius sales figures are broken out at the bottom of the linked PDF file.

      2. Counter-Strike Cat says:

        With a plugin-hybrid RAV4, Toyota could instantly become world top seller of plugin vehicles.

        1. BenG says:

          If they made a skateboard battery RAV4 that had good quick charge and a range of battery sizes from 40 to 80 they could dominate.

  4. WadeTyhon says:

    Great numbers for the Prime, Bolt, and Volt!

    Already almost 8,000 for the month before BMW and Ford have even reported numbers? Nice! If January is any indication, this is shaping up to be a great year for growth.

  5. unlucky says:

    Prius Prime moving some serious metal. I still haven’t seen a single one though. Which is really odd. When I’ve seen more plug-in Volvos than Priuses in a month something is strange.

    I’d love to see a regional breakdown but that data would be hard to get.

    1. bro1999 says:

      I’ve seen 2 in the wild in MD. Fuuuuugly!

      Slightly less fugly than the reguls Prius though.

  6. Alan says:

    When does the Ioniq EV land in the US ?

  7. buu says:

    last line of scorecard isn’t updated to 2016 after ctrl + c + v

  8. Someone out there says:

    With a decent increase of sales of the older models and a couple of new models coming I expect sales to reach at least 250k this year.

  9. R.S says:

    This might turn out to be a very promising year.

    The Prime, Pacifica and the Bolt will provide a huge increase in sales, in the first halve of the year.

    And with the Model 3 and the next gen Leaf, hopefully, arriving in the second halve, we might actually see a 100% (or more?) increase this year.

  10. BRP says:

    Jay,

    thanks for the awesome work. It is promising to watch the trend of increasing sales month after month.
    Could you include % market share someplace on the chart. IMO this is the most important marker of adoption of EVs.

    1. Jean-François Morissette says:

      +1

      1. Ziv says:

        +1

        This website and this graph are both outstanding!

        1. Jay Cole says:

          BRP (and all),

          Appreciate the positive vibes! We do put out a market share graph in follow up stories every month, once all the data is in. Or do you mean per model?

          Here is the graph from December/2016 (and here is the link to the story and a pile of other graphics):

          1. BRP says:

            I do like those charts.

            I was thinking a row at the bottom that was % market share for the total of each month to have it all in one place.

  11. jelloslug says:

    Looks like a five digit month!

    1. M Hovis says:

      +1 to that. Already clear of besting every month posted in 2012. Beating out every Jan/Feb number. Great to see in a month when US auto sales are down overall and EVs still climbing. Tesla, Chevy, Ford, Nissan, BMW, and even Toyota swingin for the fence in 2017.

  12. speculawyer says:

    Is the Mitsubishi iMiEV still for sale? Why?

  13. speculawyer says:

    VERY happy to see the Volt outsell the Prime. I wish the margin were larger. The Bolt should outsell it soon as more states start getting the Bolt.

    1. Stuart22 says:

      Chevy outselling Toyota is a big story which IEVs and others are missing. Especially considering that in the days leading up to the Prime’s showroom debut, writers assumed Toyota Prime sales would easily surpass the Volt.

      1. BenG says:

        Second gen Volts have been in production for more than a year and have had time to build inventory. The Prime has limited inventory in only 2 states so far.

        Great showing by the Volt, but I wouldn’t take the Prime numbers as a benchmark for what we’ll see in the second half of the year, when it could ramp up significantly.

        1. BenG says:

          Err, wrong about the ‘only 2 states’. My bad. Is it really available in all 50 states?

          1. Ziv says:

            I don’t know if Primes are in all 50 states, but they are all over both coasts. And interestingly, the Prime and the Bolt have the same inventory on Cars dot com, around 920 each, plus or minus 10.

    2. BenG says:

      Really it’s incredible the Prime is selling as many as it is given the limited distribution and low inventory.

  14. SparkEV says:

    Hmm. Is this the first time that GM outsold Tesla?

    1. bro1999 says:

      And is ~2,800 the record for a single manufacturer’s sales total for January?

      1. BenG says:

        It’s a lock to be the best showing by a manufacturer in January, no?

        GM has the best seller ever in Jan. plus another 1000+ seller. Really impressive.

    1. Jean-François Morissette says:

      Interesting!

      I hope we will see more deliveries in February, as for now, it doesn’t even seem to be on Jay’s radar!

      1. Jay Cole says:

        It’s on the radar…getting one myself soon-ish (and for myself, I actually mean my wife).

        Chrysler is a bit of an odd duck when it comes to reporting (especially if you follow the news about past precedent). Not sure if the month end sales were just laggards moved to February registrations, or there just isn’t a reporting line for it yet.

        When we get it straighten out…well, it’ll be straightened out, heeh.

        1. Jean-François Morissette says:

          Haha, nice Jay. Congrats. I’m currently trying to convince 2 of my friends looking for minivan to get this. I hope to read some review soon about your personal experience then 🙂

  15. Excoriator says:

    I wonder how long President Trump will continue to subsidise the purchase of foreign made electric cars in America?

    Most of the models listed here ARE foreign, and surely this flies in the face of his wish to return manufacturing to the country.

    1. Ziv says:

      Most of the models listed are foreign, but most of the SALES are domestic. American car makers are building the best electric cars in the world.
      Once Tesla and GM max out their tax credits and the credits get cut in half, (which will be more around 2 years from now), THEN we should see the credit go away. No need to subsidize the laggards.

  16. PJ says:

    Anyone want to make a poll of people’s estimates for 2017 plug-in sales. I got 250k +/- 10k

  17. Excoriator says:

    Yes, the ratio seems to be abut two to one in favour of American cars. Whether popularity equates to American cars being better I leave to you to decide.

    However, these cars do not sell well outside the US. And if they and all the component parts end up being American made, then they will be more expensive. Remember a large proportion of many American cars is currently manufactured in foreign countries to keep the cost down.

    I don’t know what all this means for electric cars, but I suspect it will have some effect on the sales though.

  18. Jean-François Morissette says:

    Jay, is that 32 or 50 i8, the chart and the text are not telling the same story?

    1. Jay Cole says:

      Whoops, apologies on that…it is 50 units sold in January for the BMW i8

  19. Bob Nan says:

    Looks like Jan started with a 50% increase in plugin vehicle sales.
    If Bolt can sell 1,162 units in just 2 states, then it can sell close to 10,000 units when its sold in 50 states.

    Also the Ioniq-electric, Pacifica-plugin, CT6-plugin are about to join and will give a big boost in the coming months.

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