FINAL UPDATE: August 2018 Plug-In Electric Vehicle Sales Report Card

SEP 7 2018 BY STEVEN LOVEDAY 106

August has succeeded in securing over a 100-percent year-over-year increase in U.S. plug-in EV sales

***UPDATE: The final estimates are in and we couldn’t be happier. August saw a whopping ~36,380 electric vehicles delivered in the U.S. This means an estimated ~190,000 EVs have been delivered in the U.S. through the end of August 2018. Stay tuned for our final recap (coming very soon), which will include more data, brand sales numbers, and BEV/PHEV market share.

***UPDATE: We’ve finished our Hyundai/Kia estimates and we’ve surpassed 36,000 electric vehicles sold in the U.S. in the month of August. As long as Mercedes-Benz sold ~300 plug-ins, we’ll hit 190,000 on the year!

***UPDATE: We’re still waiting on final data from Mercedes and Hyundai/Kia. We’ve added our estimates for the other remaining automakers. It looks like deliveries will easily exceed our high-end estimate of 36,000 sold in August. Will sales for the year thus far hit 190,000?

***UPDATE: BMW sold a grand total of 1,836 plug-in electric vehicles this August. We have actual numbers in the chart for the i3 and i8. However, BMW doesn’t split out other models, so we’ve updated the chart with our researched estimates.

August 2018 marks the 35th month of consecutive year-over-year monthly sales gains for plug-in vehicles.

Every month InsideEVs tracks all the plug-in EV sales/deliveries for the United States by automaker and brand. The 2018 calendar year has proven quite interesting to say the least. January left us a bit skeptical about the months ahead, however, since then we’ve seen notable growth for the segment. More specifically, three of the five best-selling months of all time for electric vehicles have already happened this year and we assume the next several months will also go in the record books. August will only be the first of many to find a home at the top of our list.

While July fell marginally short of our estimate of 30K plug-in electric vehicles sold, it was still another promising month for the segment. Historically, July sales have failed to surpass that of June, primarily due to the fact that June is the end of the quarter. With that being said, August deliveries have always exceeded July’s numbers and we’re very confident that this August will follow suit. It’s already on top of our all-time sales list and the reporting is not yet complete.

Top Months for U.S. EV Sales to Date (estimated):

  1. August 2018 – 36,380
  2. July 2018 – 29,514
  3. March 2018 – 26,373
  4. December 2017 – 26,107
  5. June 2018 – 25,019

As the end of July came to a close, an estimated 153,666 plug-in electric vehicles had been sold in the U.S. While we’ve passed the halfway point for the year, the five remaining months should show accelerated progress. We may finally be at the point that we can confidently say 2018 will eclipse the 300K-mark, but there’s no way to know for sure.

Check Out: Contributor Josh Bryant’s 2018 yearly sales predictions here

According to our research, Tesla’s numbers are up again for the month of August, and substantially. It comes as no surprise that the Tesla Model 3 sees continually increasing delivery numbers. Even though we’ve learned that production is not as consistently high as the automaker projected, the fact that Tesla is making many more Model 3 sedans, while also maintaining Model S and X deliveries on a more consistent basis should continue to lead to an increase in sales.

As far as U.S. Model S and Model X sales are concerned, Tesla has been able to keep numbers close to flat or even increasing, despite the impact of Model 3 production. The automaker shattered all previous records and also sold more EVs than all other automakers combined … by a long shot! Additionally, Tesla’s delivery numbers alone (23,175) surpassed all monthly U.S. EV deliveries from all automakers ever, historically.

Based on our detailed estimates, Tesla delivered 17,800 Model 3 sedans in August and was still able to surpass last year’s Model S and X deliveries, at 2,625 and 2,750, respectively.

Until September comes to a close, we won’t have official delivery figures for the Chevrolet Bolt and Volt since GM has decided to discontinue monthly sales reporting. However, we’ve learned over the last several months that Wade Malone’s method of tracking Chevrolet delivery numbers has been nearly spot-on. For August, we’ve estimated Chevy’s plug-in figures. The Volt has now pulled ahead of the Bolt by almost 900 units on the year.

GM delivered an estimated 1,225 Bolt EVs and 1,825 Volts last month.

Nissan LEAF sales in May were the highest the car has seen since December of 2016, at 1,576. However, as we expected, June couldn’t stand up to the previous month. We hoped for a spike in July, however, deliveries dropped again. We began to conclude that due to the continued criticism of the LEAF’s lack of active thermal management for the battery pack and the prospects of the much-improved 2019 model coming soon, Nissan may continue to have a difficult time in the interim. Nonetheless, LEAF sales grew in August.

The automaker delivered a total of 1,315 LEAF vehicles this August.

The Toyota Prius Prime was due for another huge sales month soon. Deliveries peaked in May, at an all-time best for the model, at 2,924. Not to mention equally impressive numbers in March and April. While the last few months remained positive, the trend has started heading south. In July, Prime sales dipped below the 2,000-mark for the month. How did Toyota’s plug-in hybrid fare in August?

We’re happy to report that Prius Prime deliveries are headed back up, at 2,071 for the month of August.

Like the LEAF, the Honda Clarity Plug-in Hybrid made great strides in May. It also pulled pretty promising numbers for June and July. If the ball keeps rolling as it is now, we hope to be able to report a consistent ~1,500 or more copies moved from here on out. Let’s cross our fingers and assume Honda can keep inventory strong as the end of 2018 draws closer.

Honda reported a total of 1,689 Clarity vehicles sold in August. The automaker doesn’t provide a breakdown between BEVs, PHEVs, and FCEVs. According to our in-depth estimates, Honda sold 1,495 Clarity Plug-in Hybrids for the month.

As far as all the other models go, collectively — aside from the Tesla’s lineup — we expected total numbers to be up five to seven percent from July sales. Our estimates proved true as August sales shot up past the 36,000-mark and year-to-date deliveries surpassed 190,000.

Questions entering August: (with answers in italics as they come in)

  1. How high will Tesla Model 3 U.S. sales soar above all others? (So high)
  2. Can Tesla continue to maintain reasonable U.S. delivery numbers for the Model S and Model X, despite the growing Model 3 production ramp?
  3. Will Toyota Prius Prime deliveries jump back up after two months of lower sales numbers? (Sales didn’t jump up, but they moved in the right direction. Toyota delivered 2,071 Prius Primes this August.)
  4. Now that the Chevrolet Volt has surpassed the Chevrolet Bolt EV for overall sales on the year, will it pull even further ahead or will Bolt sales begin to improve? (The Volt continues to pull ahead as expected, with its strongest month of 2018, at 1,825. In addition, according to our estimates, Chevrolet delivered more Bolt EVs in August than it has in the past three months, at 1,225.)
  5. 2018 Nissan LEAF sales were down in June and July, but still, the car has seen U.S. delivery numbers over 1,000 for five consecutive months. Will sales improve as the year moves on or continue to slide as customers are waiting for the upcoming 2019 model? (Nissan LEAF sales impressed this August, with a total of 1,315 delivered.)
  6. Honda Clarity Plug-in Hybrid sales have really impressed, especially in the last three months. How many did Honda deliver in August? (Honda impressed with an estimated 1,495 Clarity Plug-In Hybrid deliveries in August. This marks the automaker’s second-best month this year.)
  7. Did Jaguar log any U.S. I-Pace deliveries in the month of August? (No, Jaguar did not report any U.S. I-Pace sales for August 2018.)

Also of note: Honda sold an estimated 120 Clarity FCEVs in August. Toyota reported 116 Mirai sales for last month.

Last update: September 7, 2018 @  10:30 AM ET

*Keep in mind that we use the words sales and deliveries synonymously. In order for a car to count as SOLD, it has to be paid in full (or leased) and be in the possession of the consumer.

***InsideEVs’ journalist Wade Malone provided in-depth, detailed, and heavily researched sales estimations and related analysis.


Below Chart: An 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)

2018 Monthly Sales Chart

2018 U.S. EV SALESJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECTOTAL
Tesla Model 3187524853820375060005902142501780055,882
Toyota Prius Prime 1496205029222626292422371984207118,310
Tesla Model S800112533751250152027501200262514,645
Tesla Model X70097528251025145025501325275013,600
Chevrolet Volt*71398317821325167513361475182511,114
Chevrolet Bolt EV1177142417741275112510831175122510,258
Honda Clarity PHEV*5948811061104916391445144014959,604
Nissan LEAF  1508951500117115761367114913159,123
Ford Fusion Energi6407947827427406045223965,220
BMW 530e*2244136895187299425367494,800
BMW i3 (BEV + REx)  3826239925034245804644184,386
Chrysler Pacifica Hybrid**3754504804256507104506544,194
BMWX5 xDrive 40e*2615966275634993214312643,562
Mitsubishi Outlander PHEV3003233732732973903503662,672
Kia Niro PHEV*1552462271202182812253461,818
Fiat 500e**  210235285215250225220751,715
Audi A3 Sportback e-tron*1451992141892672382202401,712
Volvo XC60 PHEV*1091551671412142261852101,407
Mercedes C350e*291722081581661761651701,244
Porsche Panamera E-Hybrid*12493362751681952001,226
BMW 330e*1011422021661501381061921,197
Hyundai IONIQ PHEV*22178218180217143180431,181
Mini Countryman SE PHEV*127100741061632112101281,119
Kia Soul EV1151631571521335713033940
Volvo XC90 T8 PHEV*991069390126133115125887
Porsche Cayenne S-E*11312119726559121545827
Volkswagen e-Golf  17819816412876321832826
smart ED  849010380110126103108804
Kia Optima PHEV*8610315614298839039797
Honda Clarity BEV20310448523712612075765
Mercedes GLE 550e*44701819383758590721
Ford C-Max Energi2341421055718644570
Ford Focus Electric  7073137838850467554
Hyundai Sonata PHEV*5254783867626020431
BMW i83239475764457267423
Mercedes GLC 350e*5575964666065376
Volvo S90 T8 PHEV*2729522930353040272
Hyundai IONIQ EV49360732473521254
BMW 740e*1823316017164018223
Cadillac CT6 PHEV*624174230182623186
Mercedes B250e  40493373001133
Mercedes S550e*1331197781068
2018 U.S. Sales Totals12,04916,84526,37319,55624,31025,01929,51436,380190,046
2017 U.S. Sales Totals11,00412,37518,54213,36716,59617,04615,54016,51421,24214,31517,17826,107199,826
2018 Worldwide Sales*82,00081,000141,000128,450159,346157,933144,975894,704

Above – 2018 Monthly Sales Chart For The Major Plug-In Automakers – *Estimated Sales Numbers – Reconciled on Monthly or Quarterly Totals, ** Estimated (Based on State/Rebate Data and other reports). BEV models are designated with the icon.


Individual Plug-In Model Sales Recap For Major Models:

(Limited to vehicles with ~500 sales/or potential for 500 sales in a given month)

Nest Generation, 2016 Chevrolet Volt

2017 Chevrolet Volt

Chevrolet Volt:  

The Chevrolet Volt entering January 2017 found itself continuing an unfortunate streak of nine consecutive months of year-over-year losses. 2017 fourth-quarter sales alone were down some 3,000 units from the previous year.

January 2017 sales made it ten months of losses in a row, as 713 were sold, some 55.7% lower than the previous year (1,611). For February, the Volt continued its downturn with a total of 983 sold, which was 46% lower than 2016’s impressive 1,820. However, still up significantly from the previous month’s numbers.

It started to become more than obvious that the Volt’s stablemate, the Chevy Bolt EV, was stealing the Volt’s thunder. For as many months as the Volt was down and dropping, the Bolt was up and gaining. Keep in mind, this definitely wasn’t a bad thing, just different … and, in all honesty … better. It meant less gas burned!

Fast-forward to 2018 and GM sold a total of 1,782 Volts for the month of March, which was one of its more impressive showings in some time, but still down 16.4% from last year’s 2,132. However, this was a huge and welcome sales surge for the Volt.

As we previously explained, GM has decided to stop providing monthly sales figures. With that being said, we estimated April 2018 deliveries at 1,325, which was higher than may be expected. Keep in mind, however, that Volt production and inventory are on the rise. Our research for May suggested that our grasp of Volt inventory and sales estimations was on par. While down a touch year-over-year, the Volt impressed again, with 1,675 copies moved.

Official Volt sales from GM were right on target with our estimates at the end of Q2 2018. Chevrolet sold 4,336 Volts in Q2, for an estimated total of 1,336 for the month of June. While the quarterly total was down year-over-year, Volt deliveries are gaining ground as expected.

According to our estimates, Chevrolet sold 1,475 Volts in July.

Based on our research and data collection, Chevrolet sold an estimated 1,825 Volts in August.

 

 

Chevrolet Bolt EV sales

Chevrolet Bolt EV

Chevrolet Bolt EV: 

The Chevrolet Bolt EV made its debut in December of 2016, as a 2017 model. However, it wasn’t technically available nationwide until August of 2017, but only a handful of copies landed in those 30-odd new states during that month.

That began to change in September 2017. More evenly spread inventory led to rapid Bolt EV sales growth, notching 2,632 sales during that month.

October 2017 brought 2,781 deliveries, but November took that number even higher, as 2,987 sales were made. For December, GM eclipsed the 3K threshold by moving 3,227 Chevrolet Bolts, finishing 2017 with a 10-month streak of sales gains.

Unfortunately, in January 2018 only 1,177 Bolts were delivered, which was a mere 1.3% gain over last January’s 1,162. For February, GM delivered 1,424 Bolt EVs, up 49.6% from last February’s 952 sold. Bringing Q1 to a close, GM sold 1,774 Bolt EVs in March, up 81.4% from last year’s 978.

Estimated Bolt EV sales for the month of April brought us back to some normalcy, and right on target with last year’s figures (1,292). We put GM’s BEV delivery number at 1,275 in April 2018. For May, our estimates showed 1,125 Bolts delivered.

For Q2, GM reported 3,483 Bolt EV deliveries, down ~20% from the same quarter last year. Based on our estimates, that was 1,083 for June.

Moving into July and a brand new quarter, we estimated that GM delivered a total of 1,175 Bolt EVs for the month.

Our August estimates indicate that GM sold 1,225 Bolt EVs in August.

 

 

Nissan LEAF sales

2018 Nissan LEAF

Nissan LEAF:

The Nissan LEAF entered February as the oldest offering on the U.S. market – going on almost 90 months now.

As you all know, it has been replaced by the updated 2018 Nissan LEAF, which debuted in September (full details here).

Is the new LEAF better?

Yes, in almost every way, including ~43 more miles range (up to 150 miles from 107) for $700 less. Not enough? A ~225 mile, higher performance trim level will arrive for the 2019 model year. To top it off, it will finally have active thermal management for the battery pack.

Sadly, Nissan USA proved not as capable as Nissan Japan, which managed to launch the new LEAF as planned in October (to some very impressive results), while the U.S. (and Europe) had to wait until January. This wouldn’t be a problem if the wind-down of the first-gen 2017 model wasn’t pre-planned to be defunct by October.

The resulting gap between the ‘new’ and ‘old’ left Nissan with almost no remaining inventory, which caused sales in October 2017 to drop to just 213 deliveries, ending an impressive eight-month run of four-digit results. In November, that number dropped further, to 175 sales. December — the best-selling month for EVs — saw only 102 LEAFs delivered. We’re pretty sure Nissan was wishing it had done things differently, as the LEAF closed out 2017 down some 20% overall.

2018 cars didn’t begin arriving until January 2018 in small numbers and they were pegged for reservation holders. Nissan told us it would be mid-February before another shipment of LEAFs became available at dealers for new buyers, which we figured would result in a sales bump, albeit small.

In January, Nissan delivered only 150 LEAFs, down 80.6% from last January’s 772. For February, sales increased to 895, which was hugely promising, only down ~14% from last year’s numbers. As a point of reference, last February, Nissan delivered over 1,000 LEAFs.

For March, Nissan began to dial it up and delivered 1,500 LEAFs, which is on par with numbers from March of 2017 (1,478). Sadly, LEAF sales didn’t grow as we had hoped for April, as Nissan moved 1,171 copies. However, fortunately, deliveries spiked in May, to a whopping 1,576.

Once again, June’s results were not as great as we’d hoped. Still, Nissan delivered 1,367 LEAFs, down about 9% from the previous June and also down from May’s 1,576.

In July, Nissan reported a total of 1,149 LEAFs sold in the U.S., down considerably from June and down about 10 percent year-over-year.

Nissan delivered a total of 1,315 LEAFs in August, up considerably from July’s total, as well as that August 2017.

 

 

Toyota Prius Prime sales

2017 Toyota Prius Prime

Toyota Prius Prime: 

After 18 months of waiting for the first-generation Prius plug-in to be replaced, the Toyota Prius Prime (details) arrived on U.S. dealers lots over a year ago, and sales have been brisk ever since.

After setting a new high of 1,908 in May 2017, it was expected that with deeper inventory the Prime would be headed much higher.

Unfortunately, that didn’t happen, and a ‘doubling’ of stock (to around 2,000 units), only resulted in 1,899 sales in September. An additional 50% gain in inventory for October (up to ~3,000) actually resulted in a lower number – 1,626 sales.

For November 2017, inventory levels stayed fairly strong, averaging slightly more than October, which translated into better sales, but still a relatively disappointing 1,834 deliveries, given the higher expectations for the year’s end.

For December, the Prime saw a record sales month, with 2,420 sold. This put the 2017 total at 20,936, landing Toyota’s plug-in the fourth place spot overall for the year as a whole.

Moving into 2018, Toyota delivered 1,496 Primes for the month of January, up 5.1% from last January’s figures. February Prius Prime numbers were super-impressive, with 2,050 sold, which was up a whopping 50.5% from last year’s monthly figures!

As 2018 moved on, it continued to get better, as Toyota sold 2,922 Prime plug-ins in March, up again from last year’s numbers by an impressive 74.1%. The total was also up significantly from February’s figures, making us pretty confident that the Prime would continue to rein No. 2 to the Tesla Model 3 for the foreseeable future.

Yes yes yes, Toyota’s popular plug-in continued to hold the number two spot on our chart, with 2,626 delivered in April and 2,924 in May. However, somewhat surprisingly, Toyota Prius Prime sales were down for June compared to the previous three months, at 2,237. Nonetheless, this number was up 45% year-over-year.

Heading into July 2018, we were not so happy to report that Toyota sold 1,984 Prime Plug-in models. Nearly 2,000 EVs in a month is still good, but that marked the second month in a row that Prime sales dropped.

Good news for August! Although it could have been better, seeing Prius Prime sales on the way back up is promising. Toyota sold 2,071 copies in the U.S. last month.

 

 

BMW i3 sales

BMW i3

BMW i3: 

The BMW i3 entered the U.S. market with a bang in 2014, but it’s too bad that the initial fireworks display of sales back then was the peak – we just didn’t know it at the time.

For 2017, BMW i3 sales were a mixed bag.

Sales got off to a rough start, with just 182 moved in January, and 318 in February. The tune changed drastically in March (which given the i3’s track record is not all that surprising) with 703 sales made, a 118% gain over March of 2016. However, for several months after March, sales hovered around 500-600 units, until October when almost 700 were moved yet again.

For November…trashbags, as the company recalled all of its i3 vehicles due to a safety issue (for people who chose to NOT wear their seat belts if you can believe that) and put a ‘stop sale’ on the model for a time.  Just 283 i3 vehicles were sold during a month that is historically one of the best in terms of EV sales.

Quite frankly (and notwithstanding this recall), the i3 as it stands today is likely too expensive for plug-in vehicle buyers. So, if BMW wants to sell the EV in volumes like it did in the past, it’s going to have to sharpen its pencil considerably.

In late August 2017, BMW proved it still really didn’t understand the issue behind lackluster sales or the i3 itself, by releasing a new, slightly sportier trim level – the i3s (full details here). The car received some new styling details, some wider tires and some extra performance (+10 kW), but what the public really seemed to want was a longer range option and a price cut (the new i3s is ~10% more expensive in most markets).

2018 models began to be delivered in December and i3 sales accelerated from November’s totals considerably. The German luxury automaker delivered more than double the previous month’s total, at 672 to close out 2017 with 6,726 sold.

For January, BMW delivered 382 i3s, which was exactly the same number as last January. February brought a 96% bump in i3 sales from the same month last year, with 623 sold.

It looked like the i3 was going to start gaining interest once again. We saw two consecutive months of excellent sales growth. BMW sold an impressive 992 copies in March, which was the best showing for the car since August of 2016. This was up 41.1% from last year’s 703, and a big bump from February’s 623.

Unfortunately, the jump in interest may have been short-lived, as April saw 503 copies moved and May sales dropped to 424. For June, BMW i3 sales were back up a touch, as well as up 2.3% year-over-year, with 580 delivered.

BMW i3 sales were back down in July, at 464 delivered. This was also down 23 percent year-over-year.

For August, BMW reported sales of 418 i3 vehicles, down again from July, and the second-lowest delivery number for 2018 thus far.

 

 

Tesla Model S sales

2014 Tesla Model S

Tesla Model S: 

Tesla doesn’t give out exact monthly sales (apparently because the public can’t handle the concept of regional allocations and delivery lead times). For this reason, we never know for sure what the monthly numbers total up to until Tesla’s quarterly (or annual) updates add more clarity. However, we do our best to keep our finger on the pulse of what’s 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. This is surely not how it works in the real world. We simply report from the data we accumulate ourselves, including first-hand accounts available from the factory and from the community itself, and the number is what it is (see below).

Revisions/disclaimer to the accuracy of prior estimates: The 2016 Model S chart has been adjusted (via U.S. Q3 data leaked directly from Tesla) by 469 units in Q3, and 525 units in Q4. The 2015 chart was adjusted (one time) 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 report it, 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’re not analysts or portfolio managers and we don’t own any positions in TSLA the company.


While Tesla continues to conform to a familiar quarterly pattern of prioritizing international production early in the quarter before transitioning to domestic output, there has been somewhat of a change/reshuffling of priorities as of late.

The name of that priority is Model 3.

As we mentioned in 2017, it appeared Tesla knew fairly early that volume production would not be close to guidance by the end of Q3, and quickly refocused in an attempt to make that a reality by the end of Q4 (investors need to be kept happy we suppose).

The end result is that production energies and skilled labor normally assigned to Tesla’s original EVs were diverted from the Model S and X to getting the Model 3 back on course. Tesla seems to be more focused on net sales than setting a specific S and X target, but international deliveries also play a role. All-in-all, we may see Model S and X sales flat or even lower over the course of 2018.

Additionally, the automaker recently pushed back Model S and X delivery timelines by several months. It was said that this was due to a spike in orders for the vehicles, likely due to the attention Tesla is getting from the Model 3, and also because many people are having to wait so long for their Model 3, so they’ve opted for an S or X instead.

With all of this considered, it’s becoming increasingly clear Tesla is picking and choosing how it will skillfully hit its delivery targets. This means that sales figures for the Model S for December 2017 and January 2018 were down from the previous year’s numbers.

We estimated January Model S sales at 800. February’s estimate came in a bit higher, at 1,125, although this was still a notable drop from last year’s 1,750. March sales mirrored 2017 as expected, at 3,375, to round out the quarter fairly close to targets.

As stated above, the automaker has made it increasingly clear that S and X sales will likely match last year’s targets, remaining pretty flat for 2018 due to the Model 3 focus. April saw an estimated 1,250 Model S deliveries, which was up marginally, though pretty consistent with last April’s 1,125. May saw an estimated total of 1,520 Model S sedans delivered in the U.S. For June, our research indicated that Tesla delivered 2,750 Model S vehicles to the U.S. market.

Our estimates revealed that Tesla delivered 1,200 Model S sedans in July, compared to last year’s 1,425.

Tesla delivered 2,625 Model S sedans in the U.S. in August based on our estimated data.

 

 

Tesla Model X sales

Tesla Model X

Tesla Model X: 

Like the Model S, Tesla does not report Model X sales, so we do our best to estimate monthly results for the U.S. using all the data at our disposal (For more info on that, check out our disclaimer for the Model S)


Historical accuracy/Sales Update (Oct 11th):

Tesla’s leaked U.S. sales data for Q3 2016 put U.S. 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. Though we don’t attest to being experts, 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 were within ~200 units.


Since we don’t want to bore you by explaining the same thing twice, have a look at the Tesla Model S recap (above) and then come back here.

All done? Good … welcome back.

Like the Model S, Model X production has been sacrificed as Tesla attempts to prove itself more capable of building the Model 3. Tesla directed to some 10% less production of the Model S & X in Q4 of 2017. Keep in mind, however, that all cars and regions are not created equal.

Aside from lower sales volume due to the Model 3, for the months of December and January, Model X sales seemed to be business as usual (despite the long-winded explanation above). In December 2017, we estimated that Tesla moved 3,330 electric SUVs compared to the 3,875 sold in the same month of 2016. We estimated January 2018 Model X sales at 700, down a touch from last year’s 750.

Our estimates for February put Model X deliveries at 875 (to reconcile the quarter, we’ve bumped this number up to 975), up a fair amount from January’s estimates, as well as February 2017 numbers (of course, last February, Model X production was somewhat limited, as our estimates show the automaker delivered 800 during that month). For March, sales were consistent with 2017, at 2,825, to finish the quarter fairly close to targets.

Last year, April Model X sales were quite low, much like that of January and February. However, it should be noted that as 2017 moved forward, the X began to rise in popularity and did a better job of mirroring sales with the Model S. We are seeing the same trend in 2018.  While it appeared Tesla still sold more S’ vehicles in the U.S. again this April, the divide was more closely matched. We estimated 1,025 Model X SUVs delivered this April and 1,450 in May. According to our data collection, as Q2 came to a close, Tesla delivered an estimated 2,550 Model X SUVs in June 2018.

According to our data collection, Model X deliveries in July reached a total of 1,325. Last year, Tesla sold 1,650.

Model X deliveries in the U.S. surely impressed in August according to our estimates. Tesla sold a whopping 2,750.

 

 

Tesla Model 3 sales

Tesla Model 3

Tesla Model 3: 

Just ~16 months after orders opened, and ~10 years since it was first announced (then known as the “Bluestar”), the first Model 3s were delivered on July 28, 2017! One can check out the full delivery ceremony and all the newly released specs (220-310 miles range, 0-60 mph in 5.1-5.6 seconds) on our full recap here.

As with Model S & X sales, Tesla is not planning to release monthly Model 3 sales in the U.S. at this point in time. Until then, we’ll do our best to estimate monthly results for North America using all the data at our disposal (For more info on that, check out our Model S disclaimer).

Historical accuracy/Sales Update (Nov 1st):  Q3 2017 sales of the Model 3 were adjusted up 2 units.


Thankfully, in the early days (Q3 2017), estimating Model 3 sales in the U.S. was a pretty easy task, as the complete delivery volume for July took place live at the July 28th delivery event in Fremont, California. The first 30 cars were delivered to Tesla employees/stakeholders in the U.S., and one could almost count the individual cars as they left Tesla’s Fremont factory in August.

For September, we had Tesla’s quarterly disclosure that put deliveries at 222 cumulatively for the quarter, meaning about 117 were delivered.  Truthfully, the monthly numbers were meaningless in Q3. Instead, all eyes were on production. While the company guided to some 1,630+ to be produced, just 260 were built.

Of course, much chatter arose as to why. Tesla generically blamed “production bottlenecks.”  The company, looking to re-assure, said at the time:

We understand what needs to be fixed and we are confident of addressing the manufacturing bottleneck issues in the near-term.

From our perspective, Tesla realized fairly early in July that the September goals would not be met. Following the future ‘S-Curve’ goal into year’s end was going to be problematic. It appears from that moment on, rather than working on “near-term” production and deliveries, Tesla has been working more proactively with the main goal of simply being able to show volume production by year’s end – something originally targeted for the end of September.

While this thought process was never officially confirmed by the company, a quasi-confirmation came with the admission that Model S and X production would be off 10% in Q4 2017. Additionally, we saw the effects of manpower being transferred into transitioning the Model 3 production from “burst” output (or start and stop if you will) to a more consistent, ordered structure.

While it was only speculation on our part (as it was for several months while watching the happenings around the car), we believed Tesla was desperate to provide confirmation of a “decent” sustained production level for the Model 3 by the close of the year … and we were right.

To that end, progress to a certain degree was definitely made in November, as more cars than ever did actually find employee driveways (and orders also opened to the public mid-month … well at least to the first batch of locals anyway). Though Tesla only delivered an estimated 345 Model 3s in November, this number was a notable jump from prior months.

Tesla publicly reported delivering 1,060 Model 3s in December, for a grand total of 1,772 on for 2017. Additionally, Tesla dialed down the target of 5K a week, to 2.5K now, and set the 5K production level back to June.

Adding up all Tesla vehicles delivered in the U.S. in 2017 brought us to an estimated 50,147. Global deliveries passed the 100K mark for the year as a whole (~103,000), making 2017 Tesla’s best year to date, despite Model 3 shortfalls.

While Model S and X sales were both down a handful for January based on our estimations, Model 3 sales were up again compared to last December’s numbers (one would sure hope so!) However, they weren’t up as high as projected or expected.

We estimated January Model 3 sales at 1,875. Basically, we took the 860 vehicles in transit in December, plus the ~500 vehicles produced in each of the first two weeks of January (and those 15 extra vehicles from December that Tesla assured were ready to go but not yet scheduled for delivery), and projected that the automaker was able to successfully deliver these cars prior to the close of the month. This makes sense since Tesla was still looking at three to six weeks for the entire process to unfold.

For February, we assumed that most of the remainder of the Model 3s manufactured in January made their way into owners’ driveways. Added to this, we gather that some early February production was delivered prior to the 28th of the month. We should also point out that an anonymous source with close ties to Model 3 production made us aware that the line was down for as much as a week at a time over the course of the prior month or so due to timing issues with the robots. This was later verified by the automaker. Our February Model 3 delivery estimate was 2,485.

As expected, Tesla dialed up Model 3 production for March considerably, and according to the automaker’s Q1 sales report, future prospects were looking up. You can read the whole report by clicking here. Tesla delivered a grand total of 8,180 Model 3 sedans for Q1 2018, with March sales at an impressive 3,820.

One less day in April, similar production numbers in comparison to March, and a brief shut down meant that April’s Tesla Model 3 deliveries remained very consistent with the previous month. Knowing that fixes had been made in Fremont and the Gigafactory, we looked forward to a surge for May, followed by a leap in June to end Q2. Still, our Model 3 April delivery estimate of 3,750 was impressive considering the circumstances, and there was no doubt the popular electric sedan would continue to dominate our sales chart.

Tesla has successfully ramped up Model 3 production considerably as of late. Despite the shutdown, our estimates show that the month of May was a huge gain from prior months. According to our research and data collection, we saw May’s Model 3 deliveries at 6,000. During the month of June, Tesla ramped up Model 3 production even further, resulting in our delivery estimate of 8,300, which was supported by Tesla’s delivery report. However, we discovered that at least 2,300 of those made their way into Canada, while an estimated 5,902 were delivered in the U.S.

Disclaimer/Historical accuracy: We’ve adjusted Tesla Model 3 delivery estimates down ~3% for Q2 2018 due to new information confirming deliveries to Canada, which was previously unavailable (August 10, 2018).

Tesla delivered a whopping 14,250 Model 3 sedans in the U.S. this July, according to our researched estimates.

Wow, wow, and um … wow! It’s truly not a good enough word for the 17,800 Tesla Model 3 sedans delivered in August, according to our research and data.

 

 

Chrysler Pacific Hybrid (plug-in) sales

Chrysler Pacific Hybrid (plug-in)

Chrysler Pacifica Hybrid: 

Editor’s note:  FCA does not split out sales data for the plug-in Pacifica, so we try our best to estimate that number from month-to-month until hard/verifiable data is gleaned.

The much-anticipated plug-in extended range passenger van arrived in January of 2017, albeit in stealth, stuttered, and very limited in fashion.

Due to some odd quirks with production timing and plant scheduling, we had an on/off/on/off/quasi-on start for the Pacifica Hybrid as it relates to deliveries. Then there was QC holds, then launch delays.

Finally, the Pacifica Hybrid officially arrived on “Earth Day” April 22, 2017, and customers enjoyed a good three to four weeks of arriving inventory … until the wheels fell off (not literally).

By June 10, 2017, a nationwide recall was announced, and all 1,677 Pacificas sold in the U.S. and Canada had to head back to Chrysler to get a faulty diode replaced that could cause loss of power when in operation. We won’t get into all the details from there (check out our June 2017 sales report for more info).

Thankfully, by September, the kinks appeared to have been worked out just in time to see its Windsor, Ontario assembly plant go down for the entire month of October for pre-scheduled updating of the facility to comply with U.S. regulatory/safety tooling on the Grand Caravan.

Nonetheless, customer orders and dealer stock began flowing once again and the 2018 model has arrived. With January being a low-volume month, we put Chrysler Pacifica Hybrid sales estimates at 375. For February, we estimated Chrysler delivered 450 Pacifica Hybrids. Our March estimate saw 480 Chrysler Pacifica Hybrids delivered.

After three months below 500 sales, the Pacifica Hybrid was set to lose its spot in our recaps. However, we’ve kept it around for now in case the rest of the year begins to show promise. While April’s numbers  (425) didn’t help its case, our May estimations showed Chrysler moved some 650 Pacifica Hybrids and  June remained mostly consistent with May’s findings, at 710 deliveries on the month. This July, we estimated Pacifica Hybrid sales back down again, at 450.

Our estimates for August show that Chrysler Pacifica Hybrid minivan deliveries have climbed significantly, to 654.

 

 

Ford Fusion Energi sales

Ford Fusion Energi

Ford Fusion Energi: 

The refreshed 2017 Ford Fusion Energi (details) was a fairly big hit in 2016, showing marked improvements throughout the year.

Heading into 2017, the Fusion Energi crossed back into “four-digit land” in March, as 1,002 Energis were moved … joining a club of just five others at that level. The month of May showed a repeat of such numbers, but sales have stayed in the 700s ever since.

Looking at the inventory in the past, it was easy to see why (and how) so many of the Fusion plug-ins were initially sold. The Fusion Energi often won the crown for the “most stocked” EV in the U.S., until Chevy got crazy with the Volt and Bolt EV.

With that said, Ford began struggling to keep production on pace with demand (or rather managing inventory lower). After having almost 3,000 in stock in mid-June 2017, that number fell below 2,000 units by the start of September, as the industry-wide summer shutdown/changeover to MY 2018 was underway. This inventory level flatlined through the end of 2017, for 9,632 deliveries.

It seems the story has remained that same as 700 is the new magic figure for Ford’s midsize plug-in. May came in right on target for the Fusion Energi, at 740 sales. However, the automaker only delivered 604 Fusion Energis in June.

Fusion Energi sales dropped again in July, to 522 delivered.

It seems Fusion Energi sales are slowly dying away. The magic number of ~700 is no longer consistent. Ford reported deliveries of only 396 midsize plug-ins for August.

 

 

BMW 530e sales

2018 BMW 530e

BMW 530e: 

Welcome to the “big time” BMW 5 Series! By “big time” we mean selling more than 500 copies and getting an individual recap on our sales scorecard.

The plug-in hybrid’s $52,400 starting price point makes it the cheapest of the 5 Series to own, and thus a strong seller. After crossing 500 sales in both September and October of 2017, an amazing 872 were moved in November, followed by 706 in December – shooting the plug-in BMW up our sales chart.

For 2018, 530e sales have been mostly rising, aside from a small drop in April. In May, BMW sold an impressive 729 530es. This was up considerably from 2018’s previous numbers, aside from a good showing at the end of Q1. June revealed another spike in deliveries, to 942, which was an all-time high for the plug-in 5 Series!

Our estimates reveal that BMW moved 536 5 Series plug-ins in July 2018, which was down from the previous few months, but still right on target with expectations.

In August, we estimate that BMW delivered 749 5 Series plug-ins.

 

 

BMW X5 xDrive40e sales

x5 xDrive40e

BMW X5 xDrive40e: 

The BMW X5 plug-in had an unexpectedly strong debut in the U.S. in 2016, which only got stronger over the year. In fact, the electrified BMW SUV had seen sales as high as 876 units in 2016 (August 2016).

Then 2017 happened, and sales disappointed. During the first 10 months, numbers ranged from the 260s to the 480s.

With just 329 sales in October 2017 and 333 in September, we confidently predicted the X5 plug-in would be leaving our recap list in 2018 … then came November. The month brought an all-time best 929 deliveries, which made the BMW the sixth best selling plug-in for the November! In December, sales were down, but still strong at 832, pushing the X5 just out of the top ten for the year as a whole.

While inventory is still low, we’re happy to be able to report that the 2018s are here in volume. Hopefully, enough plug-in SUVs will eventually arrive that BMW can once again make a push to achieve the four-digit mark!

Sadly, it hasn’t happened yet, as May saw 499 BMW X5 plug-ins delivered. Down a touch, but mostly on par with previous sales data. The automaker sold 321 X5 plug-ins in June.

According to our research, BMW delivered an estimated 431 X5 plug-ins for the month of July. This was up considerably from June’s results, but still consistent with trends.

Our data reveals that BMW sold an estimated 264 X5 plug-ins this August.

 

 

Honda Clarity PHEV

Honda Clarity Plug-In Hybrid:

The Honda Clarity Plug-In Hybrid arrived in November of 2017. Only five copies were sold that first month, followed by an incredible 898 in December. At that point, we were going to add the new plug-in to our recaps, but we decided to give it a few months to settle in.

January deliveries fell to 594, however, that’s still outstanding for a new addition to the segment during a weak sales month. February brought a nice surge back up to 881 sold, pushing the Clarity PHEV within reach of the best-selling vehicles in the segment.

Now, the Clarity PHEV finds a new home in our recaps, and it’s obvious it earned it well. The addition of the Clarity was much-needed, as it comes at a time that we have recently eliminated the Volkswagen e-Golf, Audi A3 Sportback e-tron, Ford C-Max Energi, and Fiat 500e due to not meeting the sales threshold.

The Clarity PHEV starts at $33,400 before rebates. It’s powered by 1.5-liter four-cylinder engine and two electric motors, with a total system output of 212 horsepower and 232 pound-feet of torque. The Clarity boasts a 47-mile EPA all-electric driving range, making it the closest PHEV all-electric range competitor to the Chevy Volt. Charging takes 2.5 hours with 240-volt power or about 12 hours on a 120-volt household outlet.

For May, Honda moved 1,639 Clarity PHEVs. The automaker sold a total of 1,445 Clarity PHEVs in June.

Honda sold 1,615 Clarity models in July. According to our estimates, some 1,440 of these cars were likely of the plug-in hybrid variety.

In August, Honda reported a total of 1,689 Clarity vehicles sold. The automaker doesn’t provide a breakdown between BEVs, PHEVs, and FCEVs. According to our estimates, Honda sold 1,495 Clarity Plug-In Hybrids for the month.

Categories: Audi, BMW, Cadillac, Chevrolet, Chrysler, Fiat, Ford, Honda, Hyundai, Kia, Mercedes, Mini, Mitsubishi, Nissan, Porsche, Sales, Smart, Tesla, Toyota, Volkswagen, Volvo

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106 Comments on "FINAL UPDATE: August 2018 Plug-In Electric Vehicle Sales Report Card"

newest oldest most voted
Nix

I nailed it… “Tesla Model 3: NO DATA TO REPORT YET – THIS REPORT IS BEING FILED IN REAL-TIME AND WILL BE UPDATED SOON”

That’s exactly the number I predicted. *GRIN*
/sarc

Seriously though, what is coming clear is that Tesla sales are NOT competing with other EV’s as much as they are eating into ICE sales. We aren’t seeing a proportionate drop in other EV sales where Tesla sales are a zero-sum game. Instead what we are seeing is that even with competition, there is room for more EV’s, as EV’s cut in to ICE car sales.

Viking79

Wade, and all the staff, thanks for the great work reporting these numbers. It is how I found the site originally. Keep up the great work. The new tables are way better than the spreadsheet captures.

Thank you! We happily do so! 🙂

Glad to know I don’t stay up till 1am during the first few days of sales reporting for nothing!

Pushmi-Pullyu

Thank you for your dedication and your hard work, Wade!

And ditto for the rest of the IEVs staff involved in preparing these monthly sales reports. 🙂

You bet! 😀

We all appreciate the appreciation! Heh

“Seriously though, what is coming clear is that Tesla sales are NOT competing with other EV’s as much as they are eating into ICE sales. We aren’t seeing a proportionate drop in other EV sales where Tesla sales are a zero-sum game.”

Exactly. I have a feature on the way to showcase this exact point. Model 3 is expanding the EV market… not cannibalizing it. The industry at large is in a downturn but plug ins are continuing to rise.

david

Looks like Goodcarbadcar beat you to the punch on Tesla numbers for August

Nix

At one point GCBC used to divide quarterly numbers by 3 for Tesla to get monthly numbers. I’m not sure what they are using now? But yes, GCBC puts the Model 3 in the top 5 US Passenger car sales:

Toyota Camry 30,141
Honda Civic 27,677
Honda Accord 26,725
Toyota Corolla Family 26,155
Tesla Model 3 20,450 ?????

The next car down is the Hyundai Elantra at 15,475, so as long the the Model 3 is between 15,476 and 26,154, it will be the 5th best selling US passenger car this month (luxury or non-luxury).

http://www.goodcarbadcar.net/2018/09/august-2018-ytd-u-s-passenger-car-sales-rankings-best-selling-cars-in-america/

(⌐■_■) Trollnonymous

Look all those potential sales Tesla could chomp on if they had an “Affordable” version to compete with the Corolla and Civic.

Nix

You have a typo. %s/if they had/when they have/
*grin*

Patience.

And it isn’t just Tesla. Other car makers could chomp into all those Corolla/Civic/Camry/Accord/Elantra ICE sales if they brought equally compelling EV’s to market. There is plenty of room to feed off of those old tech ICE car sales.

Michael

Nix, the interesting symmetry present in those numbers is that the decline YOY for the top four models is -20,498 units while the increase in Model 3, into the #5 spot is 20,450.

ICE makers, be afraid. Be very afraid. Winter is coming.

bro1999

If you were to survey all Model 3 owners to date, I’m betting the majority of them were previous plug-in owners that swapped their old plug-in ride for a Model 3. But I’m sure there are good numbers of ICE converts too.

Michael

That question has already been answered. Most trade-ins are ICE.

antrik

Uh, no, Tesla only published the top *non-Tesla* trade-ins… It is quite likely that Model S is also somewhere in the Top-6.

Having said that, the sheer number of Model 3 sales makes it extremely unlikely that they are mostly replacing other plug-ins.

tsla71

On a month to month basis, I would doubt there are that many people trading bev to bev or phev to bev. With the numbers they are selling right now, there has to be a large segment of people trading an ice or just adding another bev.

Nix

Even among current plug=in owners who are buying a Model 3, many are now getting rid of their “safety” ICE cars they kept around for road trips. They are keeping their first plug-in they bought, and getting rid of remaining ICE cars they own.

Michael

That’s the role our eventual Model 3’s will fill.

While it’s possible we’d trade in both the Model S and the Sonata for a LR Model 3 and a a SR one, it’s more likely we just add one Model 3 LR to pair with the Model S. And maybe a couple of used Model 3s when the kids get old enough to need their own rides.

(⌐■_■) Trollnonymous

The peeps I know that bought TM3 kept their PHEV (PiP, Volt, Energi) and traded in their ICE (Camry, Accord, Mustang.

Viking79

Many are for sure, but many are premium sedan owners as well. Musk commented last month on trade ins and they were Prius, BMW 3er, Accord, Civic and Leaf. Only 1 EV and it was 5 on the list.

REXisKing

The funny thing is, you have done this analysis, and yet no Wall Street “Analyst” has come up with that yet. Amazing.

REXisKing

And remember, the Tesla Model 3 market will DOUBLE when they offer leases.

William

When will the “Tesla Model 3 Lease” arrive?
In a 6-12 months time frame, possibly?

philip d

Wade. Check out this article on another site that comes to a somewhat different conclusion. I don’t buy the basis of their premise but has some interesting numbers.

https://www.greencarreports.com/news/1118588_battery-electrics-steal-sales-from-hybrids

Gasbag

“Check out this article on another site that comes to a somewhat different conclusion. I”

Their report is based on sales data from 2014 to 2017. I think it only serves to highlight that the game has changed.

(⌐■_■) Trollnonymous

Still a long way to go to eat up ICE sales.
The Cruze itself last month I think sold over 16k. That’s just one car. Not sure what the Civic’s, Sentra’s and corolla’s sold.
We need an EV that can eat all of those sales. These $35k+ cars won’t do it. Need sub $23.5k EV’s before rebates. Those are the “Affordable” EV’s.

Michael

There are no $35K cars in that number. Model 3 rose to #5 in US passenger car sales at an entry point of $49K.

(⌐■_■) Trollnonymous

I thought the Bolt and TM3 was supposed to be the “Affordable” EV’s?………LMAO

Asak

Yeah but it also has years of pent up demand. We’re not going to know the true situation with the Model 3 until the backlog is cleared out. Don’t get me wrong, it’s great that they’re selling now in such numbers, but you can’t really compare it directly to cars that have been immediately available for purchase for years.

antrik

Yet Model S and Model X sales didn’t drop once they worked through the backlog… And considering the great reviews Model 3 is getting, I think it likely it will be the same here.

REXisKing

So, I’ll say this again. Tesla M3 market will Double when they offer leasing.

William

When, again?
Elon, give us a hint or estimate!

antrik

He did. Early 2019 IIRC.

That was a while ago though — who know how much it has been pushed back by now 😉

antrik

It’s not as simple as that. Sales of other models aren’t dropping precipitously; but aren’t exactly encouraging either… Who know how they would look if there was no Model 3?

REXisKing

Yes, using BMW as an example, no one line is dropping off a cliff, but across the range, a -%5 drop in sales is significant. Except that the 7 and 8 series have not dropped. That tells you something about old rich buyers not being tech aware. Because they clearly don’t know about the Model S, and maybe they’re just too old to learn the Tesla menu system.

antrik

That was about sales of other *EV* models…

Spoonman.

I should be on the chart, as we bought a new Pacifica Hybrid in early August. It’s fantastic, but the front surround-view camera is broken, and Chrysler/the dealership are not doing a great job getting it fixed. I just spent two hours there today only to find out that they ordered the wrong part.

William

When your trusted Chrysler dealership completes the Pacifica Hybrid warranty broken camera issue, please be sure to leave your review, of your experience, on Yelp. This is helpful for rest of us, so that we can have the option to research and better navigate the dealership repair/service department “experience”.

As consumers we have a choice, and your valued opinion and review is helpful, as it is informative.

REXisKing

Consumer Reports offers the same low appraisal too.

Nix

Congratulations!

Another Euro point of view

With global sales that seems to stabilize at approx. 8k sales/month we can start declaring that Leaf 2 commercial career is not outstanding. Looking forward for improved 2019 model but having seen 2 in person I find it dull and rather cheap looking. Would have a hard time paying EUR 35k for one. Seems that for now the EV evolution is still firmly rooted in the premium segment with a customer base having more than one car thus reaping all the benefits of an EV but not the inconveniences.

Michael

Tesla owners reap all the benefits of an EV without the inconveniences. Our Model S is our primary driver, including on most trips.

Asak

Don’t delude yourself, you still have some inconveniences. Even “super charging” is slow compared to refueling a gas car. As far as driving around town I don’t suffer any inconveniences even in an old Leaf with 60 mile range, but that doesn’t mean they don’t exist. Of course, longer range reduces that even more, and the super charger network also helps, but even so we’re still far from the point where someone can swap to an EV and just not even notice the difference from an ICE. We’re going to get there, but we’re not there yet.

antrik

It’s only an inconvenience if you have to make extra stops for charging, as opposed to combining them with rest stops.

REXisKing

No car is perfect, but any Tesla is 300-500% better than any ICE on the road. By the sheer fact of being an EV. Either tranquil smooth acceleration or rocket sled. Great suspension, and excellent sound with no roaring exhaust and no pollution ever. So, no car is perfect, on a road trip you have to take a coffee break sometimes, big deal. But, the Tesla is far superior than anything else on the road, with some competition from the iPace.

gene

Zero inconvenience with Tesla’s Superchargers. I’ve been driving Tesla since 2012. Many, many long road trips. Last month I drove 3,000 miles with zero inconvenience. I never get range anxiety. But as an ex auto mechanic, anytime I am in an ICE I get breakdown anxiety. Way too many parts where a single failure will leave us stranded in an ICE.

DAVID

8,000 leafs per month is just shy of 96,000 per year. That’s over a 30% increase on the old leaf’s best year. For nissan, I’d consider that success.

William

Yes, that is a moderate Nissan success, unless you weigh the fact that the Honda Clarity PHEV is starting to bring an equal measure of sales competition, that will likely continue to surpass the Leaf by year end. The Helpful Honda PHEV Has Arrived! Volt type sales numbers are probably what Honda is aiming for at year end.

Ed

Especially considering that it is an updated, but aging platform.

Some people talk badly about the Leaf not having active cooling on their batteries, but I think that it is generally one of those things that people thinks that it needs, but it really doesn’t
No, the Leaf isn’t designed as a cross-country vehicle. It can do it, but that is not its forte. As an around town vehicle, the existing battery pack does a wonderful job, and honestly, the Model 3 is pretty noisy compare to the Leaf. The Lead can sneak up on you, the Tesla sounds like a hand-vac approaching.
I also think that it was a great move NOT to put the long range battery in this year’s model (by accident or on purpose) because that keeps it from being compared to the Model 3. It’s a different car, for different buyers. By keeping the price lower, it keeps itself out of the Model 3 luxury space.

I’ve got both the 2018 Leaf and the RWD Model 3, they are both great cars. They each fit the niches in our needs.

antrik

It’s still production-constrained in many markets — so I think it’s fair to say the “commercial career” is doing just fine so far…

Another Euro point of view

Curious to see if the soon to come release of the Model 3 estimated sales figure for August by IEVs will have an effect on the stock price as it arguably did a few times.

TM3x2 Chris

I stand by my earlier prediction for the TM3 deliveries in August: 18,349.

u_serious?

Bolt sales outdone by the Prius plugin
LMAO

Asak

Prius is dramatically cheaper and has essentially unlimited range.

Doggydogworld

Prius is also a very strong brand.

REXisKing

Bought for economy and reliability.

William

Toyota has their loyal faithful Prius Pious “PHEVollowers”.

Jean-Pierre White

You must be using the cell phone carrier definition of unlimited.

All cars have “essentially unlimited range” if you consider refueling. Dooh.

Range typically refers to the range on a full tank/charge and as such is always limited.

Taylor Marks

The Model 3 in August 2018 alone outsold all US plugins in August 2017 combined.

Michael

It’s too bad they’re suffering from all that competition we keep hearing about.

Pushmi-Pullyu

Yes, it’s just terrible how all that competition from other EVs is eating into Tesla’s sales!

Oh, wait…

Michael

Did you actually lock in the profits or are you FOS?

Speculawyer

Tesla sold more Model 3s THAN EVERY OTHER PLUG-IN CAR FROM EVERY OTHER MANUFACTURER COMBINED.

That’s amazing. Hat’s off to Tesla for that.

REXisKing

Where’s the “professional” Wall Street analyst when you need one? Hiding in a fracking hole?

Jean-Pierre White

Oh you must have missed their incessant whining posts on twitter.

The shorts have declared all of the current in transit inventory as “Excess Inventory” and therefore clear evidence of the collapse of M3 sales happening in front of our eyes.

The reality is that Tesla have large quantities of vehicles in transit at delivery hubs around the country with hundreds of M3 cars at each preparing for delivery. September looks like it will be a blockbuster month to round out the quarter.

Klaus

I don’t follow these numbers closely. Is it manufacturer production constraints/restraint or a lack of compelling offerings that result in the model 3 selling at such greater numbers than the other sub-$50k EV’s? Or maybe both?

(⌐■_■) Trollnonymous

Someone FAT fingered the Tesla Model 3 numbers again!

Madan R

Wow, what a sweet big # (17,800) for the Tesla Model-3 and of course for the Model-S/X with their 2,625 and 2,750 respectively. That puts Tesla’s total at 23,175 and this should be more than the Toyota’s combined hybrid sales. Also Tesla has 2/3 of the plugin sales. All this from a small company which was not there 10 years ago.

Tesla Model-3 is #5 among cars (up from #8 last month) and this is the 1st time that a luxury car and also a pure electric car has taken that spot.

The 33,000 total sales is another remarkable feat with many more models yet to be reported. This will make the plugin sales overtake the hybrid sales for the 1st time in US records.

Next month being the quarter end will see higher sales of all 3 models.

Madan R

Tesla’s 3 models has overtaken Audi’s total sales and its #4 among luxury brands with Lexus, Benz & BMW on top.

I don’t think Model-3 can move above #5 mark since Camry, Accord, Civic & Corolla are standard cars whose prices are $24K or below. In fact Altima could take #5 spot next month when the redesigned model goes on sale and this vehicle has Variable Compression engine which is very new and very fuel efficient in its class. But Model-3 selling 20,000 units will create a record of its own in its luxury class.

TomArt

yeah, even the base model at $35k is not going to be a major challenge to vehicles that can be nicely equipped for a net $25k or so.

PHEVfan

THUD!

That was Ford’s numbers hitting rock bottom. I realize the C-Max is cancelled and selling off the few remaining, but 7 Focus EVs? and <400 Fusion Energi's? I'm hoping they just mis-managed inventory for the 2019 changeover. We can hope anyway. Otherwise the blue oval is DOA unless/until their EV SUV comes out for 2020.

yo

I think this is the new normal for Ford…

Spoonman.

Yeah, what the hell? I had hoped that there would be ample higher-capacity replacement batteries available for my C-Max from the new Fusion when the time came, but it doesn’t seem like that will be the case.

REXisKing

Remember, 3 years ago there was going to be a complete replacement for the CMax that was going to blow our doors off.

BoltUp

Welcome to the new world, if its not a truck, its not a Ford

TomArt

Ford is dumping all of their cars for the US market over the next two model years except for the Mustang and some variant of the Focus. They are replacing/adding SUV/CUV/offroad models. To keep up with CAFE, they are making hybrid versions of their top-selling models: F150, Escape, Explorer, Mustang (by 2020, I think they said). That will follow by hybridizing the entire lineup (except maybe the Focus).

I’d have a lot of fun with a hybrid Mustang and Ranger, but I’m saving up for a Tesla. With all of the press and everything else, I want to see them succeed. I’ll hold onto my current Ford hybrid (2010 Mercury Mariner hybrid).

evsforall

I miss the old Volt vs Leaf sales articles on IsideEVs. Good times!

Jean-François Morissette

Wow, Elon juste retweeted this report!

https://twitter.com/elonmusk/status/1037502853680517120

Nix

A warning for anybody going to this link:

The link is legit, but scammers have found it and are leaving scam Bitcoin and ETH “giveaways” under a fake Musk account. That part is fake, the rest is legit.*

Most folks already know about this, so I’m probably preaching to the choir to the regulars who comment here.

____
*By fake, I mean that the ETH and BTC offers are only good if you are currently shorting TSLA stocks. Only people who can prove they are right now shorting TSLA are eligible for the free ETH and BTC offers….. *giggle*

Spoonman.

I don’t understand how Twitter can’t automatically ban these obvious scam accounts.

Jean-Pierre White

They can, they don’t want to.

The pressure to show growth each quarter means banning accounts would threaten growth in active subscriber numbers. These scam accounts are certainly very active and unfortunately valuable to Twitters ability to show active subscriber growth numbers.

Oh believe me, we noticed… 🙂

antrik

Not sure why you are getting so argumentative there, though… Won’t do you any favours.

Huh? Me? I’m not arguing with anyone.

Do you mean on twitter? I don’t keep up with social media… not a fan.

I meant that we noticed the Musk tweets when our active users spiked with first time visitors for a few hours! lol

antrik

“You”, as in @InsideEVs; not necessarily you personally… Don’t know who exactly is responsible for the Twitter account.

Rosonator

What Tesla is doing is remarkable, but the rest of the market seems to be freezed. I can’t believe is just because of Tesla’s spreading, i.e. Leaf’s actual car is much better than the one of years ago, but they aren’t even approaching to their past scores. I think the whole industry except Tesla are developing efforts to contain any EV growth.

John Doe
If you look at it globally, only production capacity (or will) is the ONLY limiting factory on EV sales, no matter what brand it is. There are more or less waiting lines on all brands. Some could easily sell 5 times as many, and others are producing about what they can sell (small scale production). It is still only Tesla and Nissan that has real volume production of any EV. If Tesla could produce 75 000 Model 3s a month – they would sell them. At least as long as there is a waiting list. Eventually the growth will level out, due to price, or the lack of a special type of EV and so on. I think from now, and until 2025 will probably be the most exciting time in the auto industry for decades. This is when more brands enter the EV market with more models, and models that is capable AND they will have to compete against each other. More competition means more billions in R&D, more competetive products with more equipment, better materials and/or cheaper prices. When MB release info about a car that is coming in 2020, people are all stressed about range, price and… Read more »
TJKR

This is good and all but passenger cars dwarf the sales of pickups and SUV’s, particularly small SUV’s. Dodge, Ford and GM routinely sell 50,000-70,000 trucks a month each! Rav4’s and CR-V’s sell 30,000-40,000 vehicles a month each!. This is why Ford gave up on passenger cars. If EV’s are going to dent the auto market in the US, they need to release a pick-up followed by a small SUV. If Tesla wants a quick injection of cash, they need to work on getting the pickup to market ASAP.

Matthew

One thing I do not understand; power consumption in the US keeps declining almost every year in the last 10 years. But when you look at the same time frame for electric car sales, the trend is reverse and it is booming. How can you explain that? Aren’t we supposed to see a stop in decline of power consumption or maybe an increase? Or is this happening because EV sales are still very small compared to overall cars on the road?

Doggydogworld

EVs are a couple percent of sales but still only a fraction of a percent of the total fleet.

BoltUp

Can Mercedes pull out 300 sales to push us over 190,000, doesn’t seem much of a target considering the number of Teslas sold, but it may be a stretch for Merc.

TM3x2 Chris

If they just match their July sales, they will have 300+ cars sold.

TM3x2 Chris

It’s obvious we will exceed 200k sales for the year next month. If we can get an average of 30k per month in the last quarter, we should be looking at 300k+ plug-ins for 2018.

Very exciting!

Doggydogworld

Even 350k is possible.

Madan R

Plugin vehicle sales of 36,000 gets 2.6 % market share. If we combine this with hybrids, it may go to 5 % which is very significant.

2018 now has 4 months in Top-5.
Thanks to Tesla, it’s a great achievement worth cheering.

Jean-François Morissette

Steven, it is not that evident to get which numbers are estimate or real data, or more precisely which ones are really reconciled on a quarterly basis or where the total is known (à la BMW) but the apportionment is not…

Jean-Pierre White

Agreed. Estimates should be in italics or a similar way of distinguishing them.

PHEVfan

Looks like 300K is in the bag for the year in the US. 50% YOY growth is far from a mature market, or even a constrained one.

viriato

Nice numbers. Anybody knows how many Model 3 reservations remain to deliver?.