Final Update: December 2018 U.S. Plug-In EV Sales Report Card

JAN 5 2019 BY STEVEN LOVEDAY 257

December U.S. plug-in EV sales will climb again, but how high?

December 2018 will mark the 39th month of consecutive year-over-year monthly sales gains for plug-in vehicles.

Each month InsideEVs tracks all the plug-in EV sales/deliveries for the United States by automaker. The last five consecutive months are now the top five best-selling months of all time. We have no doubt December will make the list, but where will it fit in? Is there a chance it could shoot to the top, or will it fail to surpass September and November numbers?

More Info: How about a deep dive into our estimates and methodology?

If history repeats itself (and we believe it will), December will be the strongest month of the year. However, there are many variables involved. Tesla Model 3 deliveries have remained somewhat flat over the last few months. In addition, Chevrolet Bolt and Volt deliveries were way up in November, but that may not be the case for December.

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

  1. December 2018 – 49,900
  2. September 2018 – 44,544
  3. November 2018 – 42,588
  4. August 2018 – 36,347
  5. October 2018 – 34,074

As of the end of November 2018, an estimated 311,177 plug-in electric vehicles had been sold in the U.S. this year. That only leaves about 39,000 deliveries to push the number to the 350K-mark. Clearly, 350K will be easily achieved, but how much will 2018 sales exceed that threshold.

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

In December 2017, an estimated 26,107 plug-ins were sold in the United States. In August, September, October, and November 2018, we saw well over 100-percent gains from last year’s numbers. Will December be another repeat of this trend? Will we see deliveries pass 52,000?

Our early estimates showed that Tesla delivered significantly more Model S and X vehicles in the U.S. in December than it did in November, and Model 3 sales are record-setting. We put Tesla’s total monthly sales in the U.S. at about 33,000, despite not having any Model 3 data for Canada at that point. As it turns out, Tesla delivered 32,600 vehicles in the U.S. in December based on its quarterly report and our estimates. All other models — at least as a whole — should see a respectable gain over the previous month. Based on our research, we’re looking at about 48,000 electric cars sold in the U.S. for December 2018.

According to our estimates and Tesla’s quarterly report, the automaker sold a fantastic 3,250 Model S sedans and 4,100 Model X crossovers in the U.S. in December. For the quarter as a whole, Tesla delivered 27,550 Model S and X vehicles globally. Our research and estimates show that 15,875 of these went to U.S. customers, which makes sense due to it being Q4, along with the tax credit reduction.

Tesla reported delivering a grand total of 99,394 Model S and X vehicles globally in 2018. Based on our data, 51,845 of these were sold in the U.S.

Tesla’s report also substantiates our Tesla Model 3 delivery estimates. According to our estimates, Tesla delivered 25,250 Model 3 sedans in the U.S. in December. Tesla reported sales of 63,150 Model 3 vehicles in Q4 2018. Our data shows 61,650 delivered. Due to some vehicles going to Canada (approximately 1,500), we’re happy with the success of our research. 

On the year as a whole, Tesla delivered 145,846 Model 3 sedans. Our records account for some 139,722 delivered in the U.S., leaving the remaining 6,314 deliveries to Canada.

Since GM has decided to discontinue monthly sales reporting, we provide you with estimates each month and then reconcile (if needed) at the end of each quarter. We’re happy to report that our research has proven successful and our monthly numbers have been pretty solid. However, this month, the official quarterly numbers became available, and we had to make some adjustments.

For the fourth quarter, Chevrolet reported 6,212 Chevy Bolt EVs and 5,063 Chevy Volts were sold.

According to our research, GM sold 1,412 Bolt EVs and 1,058 Volt plug-ins in the U.S. this December.

Nissan LEAF sales grew in August and escalated even further in September. However, October and November brought a downturn.

Moving on to December, LEAF deliveries are up a nicely, at 1,667. In fact, this is the best U.S. number for the 2018 Nissan LEAF to date.

The Toyota Prius Prime has made positive strides in the last few months, following a significant drop in sales in June and July.

According to Toyota, Prius Prime deliveries in December reached an impressive 2,759.

The Honda Clarity Plug-in Hybrid hit a high point in September, as it crossed the 2,000-mark for the first time. October continued that momentum, as our estimates pegged Clarity Plug-In Hybrid sales a 1,935. The surge continued into November, with an estimated 1,857 sold.

We’re happy to report that Honda sold a total of 2,857 Clarity vehicles in the U.S. in December. Our research indicates that 2,770 of these sales were plug-in hybrids. This is the car’s best showing of all-time by leaps and bounds!

Keep yourself tuned in and refreshing the pages during the coming days as we put the numbers to the dialogue.

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

  1. Will Tesla Model 3 U.S. deliveries rise or remain flat? (Tesla Model 3 deliveries set a new record in December, at 25,250 sold in the U.S. based on our estimates and the automaker’s quarterly report.)
  2. How much was Tesla able to ramp up U.S. Model S and Model X sales due to the upcoming expiration of the U.S. federal EV tax credit? (Tesla hit its guidance for Model S and X sales on the year. According to our research, December U.S. numbers were solid at 3,250 and 4,100, respectively.)
  3. Did the Toyota Prius Prime make another notable delivery surge last month? (Yes. Prius Prime deliveries in December escalated to a healthy 2,759, which is not far off from the Prime’s all-time high of 2,924 in May 2018.)
  4. Will Tesla take the top three positions in the U.S. for 2018 with the Model 3, X, and S, or will the Prime rain on that parade? (The Prime prevails. It holds the second-place position on the year as a whole.)
  5. What do GM’s official quarterly numbers reveal about Chevrolet Volt and Chevrolet Bolt EV sales in comparison to our estimates? (GM’s quarterly numbers resulted in some adjustments to our monthly scorecard, which are clarified in our Bolt/Volt sales article and our monthly recaps.)
  6. 2018 Nissan LEAF U.S. sales have been on the downturn for the last two months. Can the LEAF close out 2018 with a strong December showing? (Yep. Nissan LEAF deliveries are up a nicely, at 1,667. This is the best U.S. number for the 2018 LEAF to date.)
  7. Honda Clarity Plug-in Hybrid sales have been impressive all year, but especially over the last three months. Can December deliveries set a new record for the Clarity? (Our research indicates that Honda delivered a whopping 2,770 Clarity plug-in hybrids last month.)
  8. Will the Jaguar I-Pace show exponential sales growth again in December? (It’s not so exponential, but U.S. I-Pace sales increased again, to 223.)

Also of note this December:

  • Toyota sold 232 Mirai vehicles.
  • Honda delivered Clarity FCEV.
  • Hyundai sold Nexo FCEVs.

Last update: January 5, 2019 @ 10:10 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.


(Previous year’s monthly results can be found on our Historical Charts page)


To view our Individual Plug-In Model Sales Recap For Major Models, click here. It contains an individual run-down of each vehicle’s monthly result and some analysis behind the numbers.


2018 Monthly Sales Chart

2018 U.S. EV SALESJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECTOTAL
Tesla Model 3187524853820375060005902142501780022250177501865025250139,782
Toyota Prius Prime 14962050292226262924223719842071221320012312275927,595
Tesla Model X700975282510251450255013252750397512253200410026,100
Tesla Model S8001125337512501520275012002625375013502750325025,745
Honda Clarity PHEV*604911113111291639149515421462199720251897277018,602
Chevrolet Volt*713983178213251675133614751825212914752530105818,306
Chevrolet Bolt EV11771424177412751125108311751225154919752825141218,019
Nissan LEAF  150895150011711576136711491315156312341128166714,715
BMW 530e*224413689518729942536749756733101213638,664
Ford Fusion Energi64079478274274060452239648045311317908,074
Chrysler Pacifica Hybrid**3754504804256507104506546376238957137,062
BMW i3 (BEV + REx)  3826239925034245804644184614244903566,117
BMWX5 xDrive 40e*2615966275634993214312642252242132104,434
Mitsubishi Outlander PHEV3003233732732973903503663783093764314,166
Kia Niro PHEV*1552462271202182812253463133236193163,389
BMW 330e*1011422021661501381061921952293736062,600
Audi A3 Sportback e-tron*1451992141892672382202402302101802652,597
Volvo XC60 PHEV*1091551671412142261852102151802252402,267
Fiat 500e**  21023528521525022522075941001481932,250
Porsche Panamera E-Hybrid*12493362751681952002101702002302,036
Mercedes C350e*291722081581661761651708275802401,721
Hyundai IONIQ PHEV*2217821818021714318043111281361341,590
Mini Countryman SE PHEV*12710074106163211210128140117741141,564
Volvo XC90 T8 PHEV*9910693901261331151251201001301501,387
Volkswagen e-Golf  1781981641287632183214622302221,354
smart ED  84901038011012610310898951001221,219
Kia Soul EV1151631571521335713033186161541,134
Porsche Cayenne S-E*11312119726559121545602535751,022
Mercedes GLE 550e*44701819383758590422835140966
Kia Optima PHEV*861031561429883903917517921965
Honda Clarity BEV1537448393486102751081063786948
BMW i83239475764457267556413397772
Ford C-Max Energi234142105571864412000582
Mercedes GLC 350e*5575964666065272024120567
Ford Focus Electric  70731378388504674011560
Hyundai Sonata PHEV*525478386762602015554460
Volvo S90 T8 PHEV*272952293035304045354045437
Jaguar I-Pace5165223393
Hyundai IONIQ EV4936073247352112213424345
BMW 740e*182331601716401825451828339
Cadillac CT6 PHEV*6241742301826231112139231
Mercedes B250e  404933730010101135
Mercedes S550e*133119778108541196
2018 U.S. Sales Totals12,00916,84526,44319,62324,30725,02929,59836,34744,54434,07442,58849,900361,307
2017 U.S. Sales Totals11,00412,37518,54213,36716,59617,04615,54016,51421,24214,31517,17826,107199,826
2018 Worldwide Sales*82,00081,000141,000128,450159,346157,933144,975172,400200,500208,800237,5531,713,957

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.

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

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257 Comments on "Final Update: December 2018 U.S. Plug-In EV Sales Report Card"

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Looks like US sales may fall short of 50k for December……I was hoping to see a number well into the 50’s…….

So many EV slackers outside of Tesla…..

Should be around 48k.

Well, it’s already closer to 50k than 48k, and Ford hasn’t come in yet…

Doubtful that ford will push us over however. 900 is a stretch for them, even tho they did it last month.

Chevy Bolt has been a bit of a failure in terms of sales. We had expected they might sell at least 40,000 a year, but instead they are only selling less than 20,000 a year.

On the other hand, NIssan Leaf 2018 and the Jaguar I-Pace are already successes in terms of sales outside the US. It’s just they aren’t selling much in the US. In some European markets, they are already topping the rankings.

Do Not Read Between The Lines

Chevrolet Bolt is getting GM all the ZEV credits it needs. It’s a success.

Agreed… The Bolt is the one that sticks out most on this list as not where it should be. It was supposed to be the mass market affordable EV, but seems to come across as the over priced econobox, which means the volume ends up in ZEV credit territory. It’s not going to “move the meter”, as they say, especially compared to the M3 volume, which clearly demonstrated people will buy compelling EVs (“compelling” meaning price & capability).

GM has demonstrated capable engineering, but their marketing & strategy is holding them back.

I assume Barra thinks they can discontinue the VOLT and that everyone who bought that car will buy a BOLT ev. I would doubt it since the Honda Clarity PHEV is a better value than even the discontinued Volt.

Such Brilliance! GM driving customers straight into Honda’s arms. Serves them right.

It is still the ONLY one in town for less than $37K and with 200+ miles.

If the ONLY one in town isn’t selling, then it is the problem with the town.

The problem is not the town. It takes the Chevy Bolt an hour and a half to charge to 80% on the standard 50 kilowatt Super charger. Who in town wants to spend $37,000 for that?

It looks just too damn ugly

“If the ONLY one in town isn’t selling”

You are thinking like an EV fanatic. That’s GM’s problem, they built the Bolt for EV fanatics. That’s a very limited market. For a normal person, there are 100+ choices in Bolt’s price range.

EVs cost more so they have to be better. Faster. Prettier. Cooler. Tesla gets this. GM still doesn’t.

GM designed the Bolt to only sell in limited quantities by making it a car that the only people who would buy it are EV fanatics. Very different than building it FOR EV fanatics.

Right, a $40k car needs to look like it costs $40k. The Bolt should have offered 300 miles and been a Cadillac sedan/5-door at $50k.

But GM had to keep demand down so an overpriced Chevy econobox it is.

Do Not Read Between The Lines

Or they could have
– not used seats that only Koreans could love
– had an adaptive cruise option
But it was never going to be a volume vehicle, so why bother?

I still think these are the Bolt’s biggest problems:
1) It’s pretty frumpy. People don’t want to pay $37K for something that looks just like a typical econobox.
2) That 60KW max DC fast-charge port needs to be bumped up to more than 100KW.
3) The Model 3 exists and doesn’t have those 2 issues. Yeah, it costs a bit more but people feel it is worth it.

1) No one pays $37K. Even when not on sale and no state subsidy, it’s $30K. Find a sale, and it’s $25K, $22K with state subsidy.

2) DCFC tops out at 55 kW (double nickel from the 80’s!)

3) Model 3 costs significantly more, not just bit more. When you compare average transaction prices, Bolt is almost $15K cheaper.

The Chevy Bolt is $15,000 cheaper in terms of price but $35,000 cheaper in terms of value.

So post subsidy Bolt should cost $5K? Talk about crazy, you just nailed it.

Bolt is about $25K car, because other gassers of similar performance cost that much (ie, VW GTI). Given that Bolt gets far better efficiency, $25K Bolt is hell of a deal, crazies need not apply.

The GTI is as much in a different (better) category than the Bolt as the model 3 is. Other than CO2 emissions the GTI is superior in every way (yes, yes 0-60 and qtr. mile time are close).

Then you tell me what Bolt should be compared against. It isn’t Sonic hatch like some crazies have you believe, and it isn’t Elantra hatch that cost close to $22K. Any way you cut it, it ain’t $5K crazy talk.

Looks matter and it is still a dorkmobile

Frankly, I like the “dorkmobile” look. It’s like Tesla P100DL looking like a 7 seater yacht, yet kick ass of all them “supercars”.

The Model 3’s average transaction price is higher because people choose to pay more for options available on the Model 3. If the Bolt had more high price options, it might have a higher average transaction price and more sales. The base prices are only $6500 apart and that’s going from an ecobox Chevy to a sexy luxury car with autopilot and a supercharger network. You’re also switching from the brand name known for killing the electric car to the brand that has the stated goal to switch all transportation to electric (quite a selling point for people that would buy an electric car).

It retains the econobox plastic interior, poor seats and cheap suspension. GM Engineers could have done much better.
But, GM Management went cheap.
Design cheap = design twice.
They still need a Real EV.

No matter how upscale GM made Bolt, people won’t pay Tesla 3 price for Chevy. Would you pay $50K for Chevy sedan if Tesla 3 wears Chevy badge? I wouldn’t, neither would most people.

Which is why they should have made it a Caddy and gone upscale with it, if they were only planning on selling 30k/year global.

Charging speed is a spec. Normal people don’t buy specs, or even understand them.

You have to answer the 500 mile question. When a customer asks how do I go to the beach, mountains, grandma’s house, etc. the Tesla sales guy enters the destination in the center screen and shows the route and Supercharger stops. Boom. Easy as pie. Next question.

The Chevy salesman can only try to steer the buyer to a different car.

“can only try”?
Make that will definitely try….

I see your point, but if they lose money per vehicle was it capable engineering or wishful thinking? If it can’t at least break even what’s the point if it wasn’t a development car like the original Tesla roadster. It annoys me how much GM isn’t trying in this realm.

The Bolt doesn’t lose money “per car”. They simply don’t sell anywhere near enough of them to recover their R&D costs. They never planned to, though I imagine they planned to sell more than 20k per year.

The assembly line can only build 30,000 per year.
That’s GM’s “commitment”. — CARB Credits Only.

For GM the Bolt has been a major success. General Motors doesn’t have to buy zero emission credits from Tesla or anyone else. The success of the Bolt provides them all the credits they need. The Volt was a failure. The Chevy Volt was not providing enough credits.

Well if the only criteria for “success” is getting credits, not electrification leadership by building compelling EVs, where does that leave GM in the future?

Following Ford into bankruptcy?

It did, however, sell just enough to push GM over the 200k EV sales limit just before the end of the quarter, which means suddenly they only have three months before they lose half their tax credit. Unfortunate timing, and unless they do what Tesla did and drop the price to compensate, it will probably mean even fewer Bolt sales later this year.

They will cancel it like they cancelled the Volt.
GM has no commitment.

No – they need the credits

A commitment to zev credits

Agreed, Bolt is a value at $22k after discounts and CA state rebate and full fed credit but when the fed credit goes away GM either slashes prices/leases or sales dry up. Never did understand the inflated MSRP and then offering big “discounts” strategy of American car makers but I guess their customers like pretending they are getting a deal

“GM has demonstrated capable engineering”
Really, with a plastic interior, poor seats and a bad suspension.
GM has demonstrated they didn’t use their capable engineering.

The Bolt needs a $5-10k price reduction…..

It effectively has one already, CA dealers offering $8k+ discounts

Sounds like the common denominators are US EV buyers who are bunch of flaky buyers…

Flaky? That would imply that we change frequently what we like. It is not like the Bolt sold 200k one year and now 20k. That would be flaky. The Bolt sold better initially because there was no competitor. Now you have a higher range leaf (although still much less) and the Model 3 – so sales dropped. Not really flaky – actually very consistent.

EV buyers showed that they care about other things than range per dollar.

100% agree EV buyers care about other thing: Tesla badge.

It’s almost like the US has another car cannibalizing those sales that isn’t yet available in other markets.

They sell better overseas simply because the Model 3 is not competing there YET…..

There’s only one Model 3 available.
Can you imagine of Ford and GM had taken EV’s seriously?
Ford Still doesn’t have a replacement for the CMAX!

Actually there are only 15 BEVs (where all the growth is), the rest are hybrids with a plug, Tesla has the BEV market all to itself, with no other competition in the near future.

The upcoming Y as a compact/midsize cuv starting at the entry $35k to match the base 3 should take a big chunk out of the segment. I think the new architecture for the base 3 will be used on the Y so they can manufacture together.

And the 3 and Y should start at the same price to disrupt the ICE overpricing of cuvs vs sedans.

Tesla should make it to 400k in 2019 in NA alone. 300k(3), 50k(S/X), 50k(Y/Roadster)

Sorry to burst your bubble. There will be no Y at $35k. They could sell 5 years of production out at $45k. The Y will be more expensive than the 3 and the 3 may never get quite down to $35k. Remember that price is now $37k because of inflation and it was always “promised” at the dollars of the time.

CUVs usually sell higher than their sedan counterparts due to demand, among other legit factors. I do not expect a $35k Y, either, unless the margins end up so high that they can afford to do so.

Actually, if you look across the year, America’s EVs sales have easily doubled. And I am guessing that come next year, we will double AGAIN. And that will be on top of ICE sales plummeting even faster.

I saw a check in with a Subaru Crosstrek PHEV on PlugShare recently, so they’re delivering those. Will you be able to get a breakout of those numbers?

We’ll have to see if they break them out. I highly doubt it. Jaguar is also not reporting any individual model numbers for the U.S., let alone the I-Pace. These automakers are making it almost impossible to keep the scorecard running. Meh

Imagine living in a more civilized country where reporting instantly were mandatory and public information. 😉

Ha. Agreed!

The Honda Clarity plug-in models are moving up the chart. Combined annual of over 19k beats every other model except Tesla models and the PiP. It’s good to see Honda is finally having some success with electrified vehicles.

As a mid size PHV, there’s no contest at the price. What is surprising is why it hasn’t killed Prius Prime. Post subsidy price is similar, only a thousand or so different, yet you get double the electric range.

It finally passed the Prime in monthly sales. Hopefully it stays there.

With Volt production ending, the Clarity is the only remaining PHEV with compelling electric range. Hopefully it sells well enough to convince other automakers to step up their game.

The Prius name

It’s more like a few thousand price difference after subsidy i think? $26k vs $23k.

And that assumes you can use the full tax credit, which many people in the market for a sub $25k car cannot do.

Do Not Read Between The Lines

Prime buyers are coming from the shrinking pool of Prius buyers and it has a lower headline price.

I suspect that the Clarity PHEV will pick up many buyers who would have bought the Volt, so should see a nice bump as the Volt inventory dries up.

Agreed. I was looking at Volt and went with Clarity PHEV. I know this sounds lame, but with no Android Auto in the Prius Prime, it was not even a consideration.

Pretty sure the Clarity PHEV is a better 5 seater, than the Bolt was, even after the update, too!

True, though uglier.

It’s not like the Bolt is participating in any beauty contests either….

Often times there are bigger differences in beauty. Neither is amazing and neither is terrible either. I suspect a pretty close poll.

With the tax credit, you can buy a PiP for less than a Prius, so as long as they have buyers with enough tax liability and good at math, they will sell well on that alone.

PiP is 4 seater with compromised trunk compared to 5 seater + full trunk regular Prius. Not sure if Prius drivers like that it’s cheaper with fewer amenities.

Depends on how many NEED 5 seats. I had a Fusion Energi and can count the 1 time I needed 5 seats in 5 years. I’m a bad data point. 2 adults, 2 kids = 4 seats so you have to consider how many need 5 and don’t just get a mini-van. You also have to consider that with the storage space, but yeah, people just look at the numbers.

You’re either Tesla, or having a snack.

You’re either Tesla or you ARE the snack.

Surprised at Volt sales. They were discounting the 18s here in the Seattle area by up to $8,000 and that is not including any fed tax credit.

Where’s those dealers???

Finny how the price on the first changes when you click on it. 2k more. Typical bait and switch.
https://www.leejohnsonchevrolet.com/auto/new-2018-chevrolet-volt-lt-kirkland-wa/30700329/

Hilarious. The OP said 8k off, now it’s down to 3k, in less than a day.
If that’s not an amazing example of dealer shenanigans, in real time, I’m a monkeys uncle.

Probably been sitting on the lot too long gathering dust. Being told a car is to be discontinued is not a real hot selling point. They take up space. At some point you will have to mark them down even more to move them.

You are talking legacy auto here…msrp is not the price of the car…just an inflated number. If you don’t get a discount you are getting screwed by the dealers.

Only 1442 Volts in US inventory. There are more than 2,000 Chevy dealers. Whenever Volt inventory drops below 2,000, the sales start to lag. Even though a lot of dealers don’t stock the Volt, the ones that do stock it, sell more of them when they have several to choose from. Unless GM decides to keep Hamtramck and the Volt alive for another year, the Volt is toast. Too bad. I like my 2013.

It’s a good point though not all dealers carry it, maybe half or fewer. I know with the Bolt it’s only 40% that have it, most in CA, or other CARB states, same as the Volt. As far as inventory goes that traditional vehicles not so much a niche product like the Volt, where many buyers are going to get that specific car, and selection is not of primary importance. Still I think the Volt was not a failure, it just never got the support required from the company, dealers, and the public.

Seems like we need a global report card starting next month especially where Tesla is concerned since they will shift a lot of production overseas and if we just see US numbers it will give us a false impression that deliveries are down.

We will always provide our global articles. We won’t have a global report card since all the sales posts and U.S. report card is already way overwhelming. We leave global sales to EV Sales Blog and they leave U.S. sales to us.

That Tesla for 2018 (and likely also for 2019) will sell more EVs than all other car makers *combined* clearly illustrates that the traditional car makers are not able to adequately adapt to compete against a Tesla… that is not a good thing and I say that as a big Tesla fan.

Yes several traditional car makers say they have in place clear plans to be fully competitive against a Tesla 3-5 years from now… but history suggests that traditional incumbents being that far laggard to adapt to a disruptive shift likely means the majority of the traditional players will not survive the EV transition.

To me, it says that with the cost/featureset of the current technology, EVs are only going to sell at competitive volumes in the luxury marketspace. The Volt, Clarity PHEV, and Bolt are really good products, but they overemphasize low cost when there are more sales to be had by increasing features and price.

@Spider-Dan said: “…The Volt, Clarity PHEV, and Bolt are really good products, but they overemphasize low cost when there are more sales to be had by increasing features and price…”
—————-

I would argue that those EVs would have been much more successful had they been intended for volume production/sales and accordingly fully supported by the OEMs & franchise dealer network… which they were not. Had those EV offerings with such poor dealer network support instead been higher-end & higher-cost EVs the sales would have likely been even worse because higher paying customers expect more overall support attached to their higher cost purchase.

Today, the typical franchise dealer you walk into absolutely does not believe in nor supports the concept of transition to EV… they view EV as an unwelcomed inconvenience to placate tree-huggers & ZEC credit regulations.

The traditional car makers not somehow (individually or as a group) to-date having in place a robust convenient & reliable fast charge network to support their EVs offerings speaks for itself… and that network likely won’t be in place anytime soon.

Above typo: “ZEC” should read “ZEV”

CDAVIS, Just Edit it!

Exactly. My local dealerships will not even carry the EVs from their brands. Chevy suggested I drive 600 miles to test drive a Bolt 8 months into production. Tesla found an owner 100 miles away from me 5 years ago to let me see/drive his car. I ordered my Tesla the next morning.

Bolt not selling well is not due to dealer support or whatever. You just have to look at the car and the first glance is $37K sticker (which no one pays, but still a shock), and eco-hatch vibe as well as “eeewww, it’s a Chevy” mentality.

With 1000lb gorilla (Tesla) at the lead, Chevy needed a no question the best car (not just EV) in its class and Bolt wasn’t it.

I attempted to avoid ever owning a hatch back in life but my significant other came with one as part of the package. It’s such a useful and compact layout with great daily flexibility in utility of use. I’m officially converted to appreciating non-sexy hatchbacks now. We looked at the Bolt, very seriously. Its $44k for a fully spec’d out Bolt MSRP and I couldn’t find any impressive local (Seattle) deals at the time. A BMW i3s Rex well spec’d out was about $57k MSRP and BMW was offering $10k off MSRP for Costco/USAA members, dealership took ~$3k off, $1k from BMWCCA, and $7.5k Fed Tax credit. Total cost for the 2018 i3s ~$35k plus TT&L.

A RWD CFRP/Aluminum BMW for less than the price of a “eeeww, it’s a Chevy” plus never having to deal with my significant other running out of juice due to lack of adequate charging infrastructure, sealed the deal. If the fully spec’d out Bolt was around $26-27k after all rebates and incentives, I might have gone the other way.

A Bolt would have to be 8-9k cheaper to get you to buy? You really have a big “eww” issue.

Not if it had a more refined interior, better driving dynamics, and could be DCFC’d without tapering at 50% SOC but with the Bolt in its current form, yea I feel it’s worth about 30% less than the BMW i3s Rex. Let me put it this way, I drive by Bolts every day in my i3s and never do I look over at them and think to myself: “man I wish I was driving that car.” I drive by TM3s too and well… can’t say the same. Whether a reasonably spec’d Tesla Model 3 is worth 50% more $$ than the BMW i3s is still a little debatable (my opinion), but they are certainly desirable. To each their own.

Do Not Read Between The Lines

But give it another few years of battery cost reductions, and increased battery supply and you’ll see the mainstream market expand.

Do Not Read Between The Lines said:
“But give it another few years of battery cost reductions, and increased battery supply and you’ll see the mainstream market expand.“
—————

Agreed…

But assuming traditional car makers and Tesla both benefit from continuing lowering battery costs why would one not expect Tesla continuing to take the majority of those additional sales?

Thus far falling battery costs (which have been considerable over last several years) have not been an influencer for franchise dealers to warm up to selling and supporting EVs.

Do Not Read Between The Lines

Until they can sell in volume, they won’t be interested. Only a few dealerships jumped in and became volume sellers. To many others it’s a large investment for little return.

The global problem is battery manufacturing. Manufacturers PR excitedly about expansion of BEV manufacturing to 50,000 per year to show their EV cred.

The volumes will jump significantly in just a few years as the new factories come online. That’ll make dealers interested.

When Car Dealerships Start putting up Solar PV on their Building Roofs, and a Wind Turbine on their Property, and start selling the same items, they will be indicating they are ready to sell and support EV Sales! Those Solar and Wind displays, are also good advertising, as well as giving them an edge in energy cost and security! Even more if they add a Tesla Power Pack, or Two!

The problem is they’re losing market share. When they decide they can sell in the volumes they’d like to, they’ll then have to wrestle back that market share from Tesla. They’re saving a little money now at the cost of huge profits in the future.

Yup! Tesla, with 4-5 GM Factory additions could bring Model Y, Semi, and Pickup out Faster!

How do you know this is true:
“…traditional car makers are not able to adequately adapt to compete against a Tesla”
Maybe they are doing everything they intended to. They certainly don’t disclose everything they have in their labs.
I honestly beleive that all of the non-Telsa models are science projects so they can learn about the technology without investing a crazy amount of money. Then once the technology matures, prices drop and suppliers are engaged, they can declare wide scale adoption feasible.
Tesla did not have a choice – it was do or die. The legacy automakers have had choice, and have chosen to continue making huge profits off ICE products.
The tide is turning, and several legacy automakers have big plans for EVs.

Best engineers are going to Tesla.

The rest of the auto industry has plenty of good engineers. I don’t think that is the source of the problems.

And then the best engineers that went to Tesla get burnt out after long hours for years and go back to the legacy companies of Ford, GM, Toyota and Nissan… LOL!
GM has great engineers. It is their upper management that is sclerotic.

I agree with this. It’s not lack of ability, it’s lack of desire.

From our standpoint it’s still disappointing either way.

@F150 Brian said: ““How do you know this is true:
“…traditional car makers are not able to adequately adapt to compete against a Tesla”
Maybe they are doing everything they intended to…””
—————

Yes it’s possible traditional car makers *intended* to not adequately adapt to compete against a Tesla. But I do remember when the Chevy Bolt went into production that GM positioned the Bolt to be the “Telsa Killer” (specifically the Tesla Model 3 killer)… well it certainly did not play out that way… perhaps as *intended* by GM?

Yeah, lots of people complain about how most of the EV market focus is on Tesla…well, that’s because Tesla is the only company that is REALLY delivering compelling products. The Bolt is a near-miss. The Prius is coasting on the Prius name. The Nissan LEAF has been neglected by Nissan (and they somehow made it even uglier IMHO). The Volt is discontinued. The Honda Clarity PHEV is a solid entry.

But everything else is an also-ran.

This has suddenly become abundantly clear with the confirmed stellar M3 sales numbers. Only GM could have come close, but they chose not to even try.

I now believe GM, and the others, were waiting to see if the M3 was a flash in the pan that would be a sales failure and bankrupt Tesla. The result was quite the opposite, and now all of them are rushing back to the drawing boards to design real EVs capable of competing with M3/Y (a catch up game). In the meantime, all the interim and compliance EVs will just be left hanging as is.

The next crop of “real” EVs will only show up in the 2020 to 2022 time frame, after the now enlightened mainstream manufacturers (GM, VW, Ford, Honda…) have completed what they should have done two years ago.

QCO said: “…The next crop of “real” EVs will only show up in the 2020 to 2022 time frame, after the now enlightened mainstream manufacturers (GM, VW, Ford, Honda…) have completed what they should have done two years ago.”
———————-

Hopefully your “2020 to 2022” time-frame prediction is correct and that it includes those new generation EVs having access to a robust convenient and reliable fast charge network for those occasional long distance trips.

It’s great that Tesla has accomplished what it has to-date and good for them but it’s past due time for the traditional car makers to step up their EV game before the catch-up gap becomes too wide for them to close.

The Bolt isn’t a near miss. It is a type of vehicle that doesn’t sell well in the U.S. market regardless of drive train. And, it isn’t even offered in most of the markets where that vehicle type sells well. That isn’t a near miss. It is an intentional miss.

The only way a car company can compete with EVs is (1) Build a gigafavtory, (2) invest in charging infrastructure (3) launch beautiful Purpose built EVs with 300+ miles of range.

Otherwise they are not a contender.

Proprietary charging infrastructure is a silly idea (although necessary for Tesla as the first mover). There are no car brand related gasoline stations. To take EVs mainstream the charging infrastructure needs to be universal (any brand of car at any charging station) and the pricing should be transparent (by the kWh, not by the time connected to the charger).

Not necessarily. Just because gas worked one way, doesn’t mean charging has to follow that paradigm. There is something attractive about having different charging networks. Not necessarily to me but I am just pointing it out. At some point, nice charging points is a defining feature of a luxury brand. You have the Ritz charging points and the Motel 6.

Your statement is true for the U.S. but not for the world. We are not even the largest single country car market anymore (that would be China).

US sales are estimated around 17.5 million. EV estimate at 355k. That makes 2% of US market very nearly doubling last year’s 1.1%

2017 Global, 224,000 were EVs of the 79 million car market for 1.3%
2018 Global 1.7 million estimated of 81 million estimated for 2.1% EV new car sales 50% increase over last year.

We saw the same in 2016-2017. 50% annual increase seems the new standard. That puts us at 100% in the 2027-2028 time frame.

I hope you are correct Will!!

50% annual increases will be harder to sustain as the baseline increases. Producing 2 million additional EVs requires more capital than producing 1 million additional EVs. The percentage increase is bound to fall off at some point, so I would not expect 100% market share in the 2020s. Nevertheless reaching 2% market share is a significant milestone. How long did it take non-plug-in hybrids to reach 2% of the market? Are EVs ahead of that trend?

Conventional hybrids reached 2-3% a couple years after the breakthrough 2004 Prius (earlier Prius, Insight, etc. were very niche). They plateaued at 3%, though.

Mandates in China as well as Europe and California are the driving force behind EV sales growth. Will these keep ratcheting up? Will they spread?

The economic cost of petroleum dependency guarantees that mandates will spread globally and that bans will ultimately be enforced. The only countries where the politics won’t guarantee that result are those not significantly dependent on imports and thus subject to capital account constraints. The strength of the petroleum lobby will fail more or less all at once.

@RedSox2019 said: “50% annual increases will be harder to sustain as the baseline increases…”
——————

As the baseline increases y/y so will with it expand the infrastructure base capacity to increase y/y. Often in a rapid rising uptick in demand suppliers make huge investments in upping supply capacity resulting in the base capacity to get ahead of demand (an over supply capacity)… a good thing for us consumers becomes forces prices down.

@Will said: “We saw the same in 2016-2017. 50% annual increase seems the new standard. That puts us at 100% in the 2027-2028 time frame.”
————————-

Disruptive events tend to fallow an s-curve which thus far appears to be the case for automitove transition to EV… which means we for a period of time may continue to see exponential increases (so FY-2019 over 50% y/y) which can be hard to imagine but likely.

So perhaps @Will’s “2027-2028 time frame” may be correct but likely will not be straight-line exponential compounding.

In my opinion it is this well established s-curve tendency that almost always leads disruption events that many of the traditional car makers have big-time not adequately accounted for and will cost them serious loss of market share.

Nope.
You are making the same mistake that everybody else makes. You continue to assume that sales will remain high. They will not. They are going plummet in a couple of years. Why? Because demand for EVs will jump sky high, while ICE demand will plummet. Sadly, I think that Legacy car makers will still be pushing ICE when this happens. Basically, at end of 2022/3, will be the cross over when sales will drop below half of today, and more than 1/2 of that will be EVs.

It would be great if the report card included a line at the bottom for prior year worldwide sales, just like there is a line for 2017 U.S. Sales Totals.

Also, the article should be updated to include the U.S. sales total for the Hyundai Nexo FCEV. We know that Honda sold is at least one Nexo, and perhaps might have even surpassed the 14 Clarity FCEV’s sold by Honda.

https://insideevs.com/hyundai-delivers-first-nexo-fuel-cell-suv-in-u-s/

Sadly, we can’t get any information from Hyundai.

We can add prior year Global. But not during sales week. We’ll put it on the 2019 chart.

I believe it is called STATISTICALLY MEANINGLESS.
Which sums up fool cell vehicles in a nutshell.

The Toyota Mirai is the 8th best selling ZEV in the U.S. even though it’s sold only in one state. 😀

Citation needed.

Citation secured. Toyota sold 1,700 Mirai in the U.S. for 2018.

https://corporatenews.pressroom.toyota.com/releases/december+2018+sales+chart.download

The Mirai’s 1,700 sales would put it between the Mercedes C250e and Hyundai IONIQ PHEV in the score card above. The battery icon next to the vehicle names denotes BEV models, and the Mirai slots in below the 7th place Fiat 500e (2,250 units) and above the 8th place Volkswagen eGolf (1,354 units).

A bagatelle.

It Emits Water, so, as a way to convert Natural Gas plus other heating fuels, and electricity, into electricity and water, it seems to work OK!

All fine and good unless you are riding a motorcycle behind them. They drop a LOT of water at freeway speeds. If every 3rd car emitted that much water the highways would be soaked. Not good for bikes or cars. Would keep the roads clean though.

Jaguar I-Pace sold 2,621 (!!!) in The Netherlands in December. So the exponential growth is there, only they prioritized other markets (in this case because changes in tax as of 2019).
See:
https://electrek.co/2019/01/02/tesla-doubles-sales-netherlands-jaguar-i-pace-deliveries/

A bit mystified that the ioniq sells so few. A nice car at a good price as far as I can tell. They sell more in Canada I believe. Even just in California they should be shifting more than the couple dozen they do

Hyundai is limiting supply.

Hyundai does not seem to have any interest in selling many. Most likely, they are not profitable for them.

Clarity have been everywhere. Plus tv ads and print is working out for Honda

Yes, Honda seems to have “discovered” this EV thing is real after all. Saw one on display at Costco the other day, a place normally reserved for big SUVs.

With a Clarity refresh (hatchback, BLISS, newest infotainment…) Honda could be a significant volume standout next year.

I don’t think I have ever seen a Clarity in my area. Lots of Model 3’s and Bolts and Volts and Model S, a few X. Lots of Leafs.

GM’s non-existent year-end push is very, very lame. Clearly they’re treating the Volt and the Bolt as test-beds with costs to be limited rather than as mass-market vehicles.

I guess they’ve learned a lot from the two generations of Volt and from the Bolt, but they sure have failed to use the tax credits to move into the mass market. Very disappointing.

If GM is considered a failure — what about Ford?!?

One, yes, just one Ford BEV was sold in December. Maybe a rare car museum can pick one up for display.

what has Nissan done? Or Ford? Or FCA? Or Honda? Or Toyota or VW?

They are all just talking and nobody (major beside Tesla in the US) has done as much as GM, yet GM still gets all the hating.

They are getting the hate because they talked a big game, but Tesla has shown it was exactly that, just talk. GM is moving backwards, and never capitalized on the platforms they built. GM doesn’t have an excuse now, Tesla has proven desirable EVs can be built profitably now not 2025.

Hating? GM? If they had not crushed the EV1’s, Tesla might never have come to be! So – “Thanks to GM, Tesla was started, and thanks to Elon & JB, Finding the right mix of staff, to design and build the Model S & X, and the Model 3, and Gigafactory, they are still in business today!” Quoting, myself!

FCA made the Pacifica PHEV. That’s a notable vehicle – there is no other electric minivan. Bolt strikes me as a “me too” vehicle.

GM is now just very very lame in general, such a disappointment. Instead of closing down these factories they should have been converting them for EVs. But GM won’t jump until pushed.

I’m still sad the “Buick Bolt” is still a no show. We had word that was coming maybe at the start of 2018 and still nothing..

That would be a cool option. But knowing GM, if they spent $500 more on the Buick’s interior, they would charge $5,000 more for the vehicle thus driving demand down.

Like Tesla charging $5,000 for the premium interior and $2,500 for red paint?

Uh… yeah? That’s how option pricing works on cars of all brands… you have very little margin on the base models, but then crazy margins on all the options.

You think adding a few USB ports, power seats, a piece of glass, and a piece of wood cost Tesla $5000? The glass was under $100, the wood and USB ports were under $10 (all together), and the power seats were maybe $400 more than ordinary seats. They charge about $5000 for an extra $500 worth of stuff.

There was a recent article about a couple new Buick BEVs for China, and some have commented they are Bolt based. Not sure if that is confirmed.

That was cancelled.

Nissan doesn’t seem to be pushing either.

Pretty clear who is dominating the ev market. Numbers don’t lie, though people lie about them.

Numbers mislead by being selective about scope.

You did that by focusing on “ev market” rather than including the entire market. Omitting everyday people intentionally creates a narrative.

Scope This!

Looks like~ 53% of plug-ins sold in the US in 2018 were Tesla’s so yes, that’s what domination looks like.

Maybe you can drop any model not willing to sell 20 a month or goes 4 months with 0 sales…

Well, back at the start, I think they counted Tesla Roadsters, which were hand built, and sold slowly, too, at just 2,500 or so in about 2-3 years! So, if that was a justifiable count, at an average of 800 or so a year, then maybe any model not selling 400 per year in the USA, would be fair to “De-List”, I suppose!

It would, however, also be great to have a charted list, of Brands of EVSE’s (Level 1 & 2 EV Chargers), by State/Province, with a Country Summary tally, month by month, too! Also, DCQC’s from 25 kW to 350 kW, or higher (Megachargers?), Similarly, by State/Province!

Additionally, a tabled list of EV Incentives, by State/Province, and City/Business, would help round out the picture!

What’s the point of that? It’s data InsideEVs has – why wouldn’t they share it? Does it cause you some pain or something to have small numbers in the chart? Just skip over those…

The last 5 months of 2018 are all in the top 5, and all them have a monthly total of more than 30,000 Plug-In sales.

How many months will there be in 2019 that will have a monthly Plug-In sales total of more than 30,000?

Hopefully all of them!

12

It will all depend on how many units of the Tesla Model 3 will be shipped to Europe and China (and other countries) in 2019.

The demand for the expensive (€60,000.- or more) Long Range Dual Motor Tesla Model 3 in Europe in 2019 is most certainly more than 100,000. Perhaps even 200,000. It will only depend on how many units of the Tesla Model 3 will be allocated to be delivered to customers in Europe in 2019.

Tesla Model 3 deliveries in the US will be less than 10,000 per month, but it could be higher than that in March, June, September and December.

2017->2018 it up 2/3 or more.
I wonder if next year will double or more?

Unless Tesla ships the $36K version of Model 3, it won’t double.

Why do you say that it depends on the 35K version?
Even now, they still have not completed delivering all of the M3s that were pre-ordered above the 35K version.

Do Not Read Between The Lines

I suggest that in 2019 it will increase by less than 7.0/4.5. 😉

Tesla’s most viable growth plan is to add models for new segments, like the MY crossover. Eventually the M3 sedan market will plateau.

Oh, it will plateau, but I think only after other car makers start developing similar EVs. Until then, more and more ppl will see neighbors driving and switch to that.

Besides the Model 3 this market is almost insignificant. It’s amazing just how screwed the numbers are if you leave out the Model 3 when it comes to year over year growth. Honestly.

I was bored a while back and figured out the percentage of increase of non-Tesla EVs. As of September, it was something like 13% for 2018 over 2017.

We could easily go backwards without tesla

Excluding the hybrids, we we would be going backwards. 55,760 non-Tesla BEV’s were sold in the US in 2017, while only 47,334 were sold this year (plus any Ford Focus EV’s, which only sold 1 in the previous 2 months). That’s a loss of 15%. You’d think with how well Tesla is doing, the other car companies would be at least keeping cars on the lots.

That’s decent considering the lack of availability for many models in most of the US.

Ohio Governor John Kasich is talking to Tesla to buy the Lordstown plant which has been shut down by GM.
Win-win-win for everyone.
Tesla: Plant to make more vehicles and also sell it in busy east coast.
GM: Gets cash.
Ohio: State and the workers get revenue and jobs.

Good idea, although there is case to be made that GM Oshawa has more advantages since Tesla could ship to Europe and Asia without tariffs using Canada’s preferential trade agreements (CETA and TPTPP), plus US trans border parts and vehicles under CUSMA. And company health care costs are much lower.

Good points, except they’re unionized. I think Musk will balk at picking up a union plant of any sort, and the union won’t stand for Tesla coming into Oh or Mi with a non-union plant. Maybe they can work out some deal, but I doubt it, at least in the short term. I was thinking maybe one of the transmission plants, just strip it all out refurbish it and use it as a drop point, holding place for cars headed for Europe.
The other thing Tesla is still spending a bunch of bucks, especially with the Y coming, then the Pick-Up, the Semi. They have a lot on their plate.
As regards talking to the Governor, Musk said he would get back to him Next Year. It sounded to me like a brush-off line.

that will depend.
I think that the fact that UAW is strong there, will leave a REAL sour taste in Elon’s mouth.
I think I would be nervous about that, unless Elon is smart enough to start a Tesla union and help it do the RIGHT things, rather than be controlled by mafia.

Toyota Corolla Sedan sales is 23,793 and this means its behind Tesla Model-3. But if we include the hatch version then it jumps to 25,439 narrowly beating Model-3. So Tesla Model-3 has finished #5 overall.
Wow, what a win for Model-3.

US Sales:
2018: Corolla ~280k
2018: Tesla M3 ~140k.

China Sales (2018)
2018: Corolla ~340k
2018: Tesla M3 0?

Tesla has to get the Europe and China factories going if they are going to get close to global Corolla sales.

by next year, this plant will produce at 500K cars / year, before end of year. I just hope that elon will keep at least 1/2 of them in America, while starting the plant in Europe.

Including BMW’s sales of 2,774, the total comes to 48,240.
That leaves Ford, VW group, Benz group. For sure it will cross 49,000.

At least, YTD sales of 350,000 has been hit and this is cause to celebrate.

Why are Mitsubishi Outlander PHEV sales so low? Perhaps people don’t know it exists? The weak Mitsubishi dealer network?

The dealers and it’s only sold in cARB states.

“The dealers and it’s only sold in cARB states.” Is Canada a “CARB State, now?

I know Quebec might be considered close, with their own ZEV program starting in 2018, but still…!

No it’s not. The dealer near me in Pennsylvania keeps a couple in inventory, and seems to move them, too.

Limited availability in the US.

This confirms my suspicion, that manufacturers may choose to wind down their EV programs as they get closer to the end of their tax credits due to not wanting to compete against others who get the credit.

Tesla will still fight, but the others probably wont bother. GM’s terrible performance is an indicator of that and Nissan will probably follow suite.

Which is frustrating, and something needs to be done to keep manufactures who dived in first competitive with the laggards.

I’d say it’s due to them not wanting to reveal they can make a profit on a car like the Volt without the tax credit.

You think the Volt without tax credit can beat the Honda Clarity PHEV with tax credit?

Tesla can drop their prices. (They already did) and/or offer more compelling vehicles, even if more expensive. They do.

Tesla will be fine because they have the advantage, they have better technology and economies of scale. (Though it still puts them at a disadvantage obviously)

But GM and Nissan will not. They won’t be able to compete without the tax credit vs others who have the tax credit. So as we see from GM, they chose to slow down their focus on EVs until everyone else goes through the tax credit.

This is why I want to see the Dems trade out the subsidies, which will shortly only help offshore companies, and instead, require that gas/diesel tax increase by .01/gal each month for 50-100 months. In addition, require that the gas portion goes to the state where collected. Finally, require that the tax goes STRICTLY to infrastructure.
With such a deal, everybody wins.

Bolt and Leaf are too ugly for people to spend $35K on. But Model 3 is cool enough for people to spend $50K on.

Seriously…it is hard for people to drop $36K on something that looks like a typical econobox. Tesla has been very wise to make their cars look good. And it’s even more amazing that not only do they look good, their shapes are very aerodynamically functional. The body designs of the Teslas are big part of Tesla’s success.

All the other companies are going with traditional designs (Bolt, Ford’s plug-ins, etc.) or weirdmobiles (LEAF, i3, Clarity)…neither of those seem very successful.

I’m not going to spend $10-15k more on a car because it’s ‘cool’. I’d rather take a traditional design or wait and not buy anything now.

Looks is not the only factor. Many buyers also take into account the quality of the assembly. A reputable manufacturer like Nissan has its weight.

va safety? I will take ANY tesla over a Nissan when it comes to putting my family in harm’s way.
I want them to survive, not just get insurance money.

I’m happy that the market has rejected all those lame European compliance PHEVs! There are so many PHEVs on that list with around 10 miles of range from Mercedes, BMW, Porsche, Audi, etc and NONE of them sell very well…and most completely bombed.

What a total flop that market has been. The consumer has stepped up and gone pure EV with Teslas & Bolt. Or they’ve bought PHEVs with decent electric ranges like the Volt and Clarity PHEV.

Well done, plug-in buyers! They thought they could compete with Tesla by having lame PHEVs…and you said “NO!”. Excellent!

“Will Tesla take the top three positions in the U.S. for 2018 with the Model 3, X, and S, or will the Prime rain on that parade? (The Prime prevails. It holds the second-place position on the year as a whole.)”
Irrelevant. It’s not a BEV. Though most of the comparisons that can be made are apples to oranges this is the comparison I find silly all the time. (EV vs some form of plug in hybrid).

PHEV is an EV. You notice that “EV” at the end?

Correct!

Maybe just highlight them in pink, or some other off putting color.

The issue is, they do nothing to end our addiction to oil. It’s like a smoker that only smokes when they’re stressed, working, or out with friends. They haven’t really changed anything. A BEV is quitting oil cold turkey.

They do quite a bit. Moving people from buying gas weekly to buying gas monthly, or less, is a very big difference.

On the highway/trips it isn’t. It’s just a slow gas car. Or when it’s cold out (for the ones that don’t have electric heat). It’s time to stop comparing in this regard. Compare EVs and compare PHEVs. The discussion between the two types is well fleshed out. We don’t compare the ice vs PHEV as much anymore as there are enough PHEVs to do a nice comparison. Hence the same with EV to PHEV.

Could we please just report BEV sales as the Phevs are stil polluting vehicles with a polluting gas engine. This is about creating a clean renewable energy future and Phevs are not part of that .

Or, at least, start making a separate Table, and… List the BEV or All Electric Range, by the Model Name, for each vehicle: BEV or PHEV!

Just copy and paste it into Excel and delete the rows for the hybrids.

We drive 90% of our miles in electric mode in our PHEV. With more charging infrastructure we could get more than that. That’s a lot of emissions reduction. Their needs to be more EVs in different form factors and at more affordable price points.

A cold ice pollute 10 fold more than a hot one that has been running 15 minutes. So Phevs that do many short runs on a cold engine is no good. Plus high oil prices will not stop people from burning oil if they drive phevs that use little of it per mile. That means humans will go on burning fossils for longer and there will be more global warming. For that reason phevs are worse for the environment than pure gasses that will be substituted sooner with BEVs when oil finally become less plentiful and more expensive to extract.

I hate to say anything nice about ICE’s, but the new emissions requirements apply for the 1st time fuel is injected into a cylinder during startup, so while a cold engine is a little less efficient, it’s not any dirtier for a given amount of fuel.

NO shortage of mis-information here….. People don’t realize how much cleaner ICE’s are than they used to be.

Yeah, like the clean-diesels.

Umm. NO. PHEVs are going to be very important going forward. And BEV sales are already indicated on the chart by the presence of a little battery next to them.

Jean-François Morissette

I would say that if there were a F150 PHEV, it could become quite important.

Umm No again. As noted, read the battery label. Easy peasy.

PHEVs have an important role to play in reducing emissions and allowing mainstream buyers to tip their toes into electric driving without any concerns about range and public charging infrastructure. They added an icon in the table to make sure BEVs stand out. Why don’t you just copy paste into excel and make your own table with PHEVs filtered out, rather than asking this website to remove information that other people are very keen to see?

As an observer from the UK who has leased the cheapest EV until the market has competition. Why don’t more american’s lease cheap EV from GM, Hyundia, Kia, Nissan until the $35k Tesla M3 appears. I am assuming the ~300k US reservation holders are driving something for the last 2 years? ICE substitutes?

Some are. I bought a used Spark EV for $8k. I’ll see what is on the market by 2020.

49,096 (without Ford)

Ford can take the monthly total of Plug-In sales in the US in December 2018 to the milestone of 50,000 (and even higher). That would be great.

Will that happen?

Yes, I think so.

Cmon Ford!!!!!!!

This is funny. Notching 1000 sales in a month used to be a given for Ford, but now that everything comes down to the Fusion, it’s totally up in the air!

Jean-François Morissette

I think Subaru is missing too.

It is, but we have no way of getting the data. Working on it.

Oops

The 50,000 Plug-In sales milestone has not been reached in the US in December 2018.

Too bad

Actually, it probably has hit 50K. However, IEV does not have the ability to get ALL of the data, so, they are posting what they know. And considering 100 short, I am going to guess that Ford, Suburu, etc have done 100.

This is both a false and unnecessary distinction. For the owners of many EVs particularly short range ones, long distance travel and therefore emissions simply occur in different vehicles (planes, trains and other automobiles). Even EVs themselves don’t necessarily involve no emissions. More importantly, any vehicles with a plug help increase scale which reduces EVs costs and improves infrastructure leading to improving EV economics and convenience and ultimately faster adoption. So even if it were true there would be no reason to push it.

I should add that biofuels can be completely sustainable and make no measurable ecological impact from a point emissions perspective in dispersed rural usage. It may make complete sense to continue using ICEs in farm equipment long after all other vehicles have moved to some type of electric storage.

If you don’t like it, you can always go to another web site. We’re fine with it the way it is.

Sorry, this was a response to a post that seems to have been deleted. Not sure how the response was kept without the original post.

Disappoint with Mercedes’ number. Once a leading car company with innovations, MB is at the bottom of the competitions now.
Looking at what MB is offering today and a few EVs in their pipeline, they will stay there for awhile.

Many of their models set a record in Dec. Unfortunately the numbers are still pretty weak. 240 was their best showing for a single model in a month this year.

The line item I enjoy looking at most is global sales. 250,000 for December and very near 2 million for the year. The trend has been more then doubling every 2 years on global EV sales. 2022 looks for sales around 10 million units (12% of all sales). That’s just 4 years from now while renewables such as wind and solar become commonplace sights everywhere…especially on commercial companies who adopt the E semi’s.

Ford, you let us down. You only had to sell 1,000 Fusion Energi’s to surpass the arbitrary value of 50,000 EVs for a month. Now we have to wait until at least March, maybe later to have another chance… 🙂

For every 45k units sold of BEV’s sold United States ~ one supper tanker less of oil imported into the US per year, coupled with more shale oil production is the reason why we see gas prices at $2.05.9 here in Florida. Keep buying plugins cars. Now that Tesla lowered the retail price by $2k that should keep demand up, only if GM would follow suite., how committed are they?

You can stop making the same post over and over. We heard you the first time, and we don’t agree.

Not even Subaru can save us now. They’d have to have sold 113 to put us over. Since they only sold 11,295 Crosstreks, that would mean 10% would have had to be the new PHEV. Very unlikely. Looks like the 50k mark is still a target not attained (yet).

Jean-François Morissette

1%

Yes, 1%. Slipped a decimal.

without the model 3 sales about the same as 2017

Narrow miss for 50,000, but YTD sales crossed 360,000 mark which is a major milestone with 80% increase. Much of it was driven by the Tesla Model-3 gains in 2018-H2.

BMW i3 is entering into 6th model year with 2019. I hope they redesign it as small crossover for 2020 and introduce 3 different battery options.
150 mile / 250 km
230 mile / 375 km
300 mile / 500 km
This will cater to the needs of different customers. Important thing is they should reduce the price. It will not sell in Europe when Model-3 goes on sale.

If Honda can sell so many Clarity-PHEVs, why not GM sell the Volts.
Volt is much smaller than Clarity, but the price is just $800 lower. Ideally GM can reduce the price to $30,000 and it will sell very well.
Tesla took a $2,000 cut in price after the tax rebate reduction. GM can also take some cut like this.

Volt doesn’t have the economies of scale to take such a hit. Not to mention a hybrid drivetrain has more parts thus more cost. And even say they do, what do they do once there is a 7.5k difference? (I don’t know about Q4, but if in Q3 Tesla dropped their price by 2k, it would have meant losing half their profit margins, a 3.75k drop would have meant they would be back in the red)

This is why GM simply chose to not compete. It is a sound business decision.

The tax credit has to either be consolidated or removed or else it’ll start doing more harm than good.

I suspect there are more vehicles coming from GM and thought we should be seeing 2 additional from GM this year, but they might have just been Chinese market cars. Not sure why they are taking so long to show up. Maybe at Detroit or Chicago shows.

They promised 2 within 18 months, 15 months ago. Sounded like US since they said competing with Model 3. They are running out of time.

They were lying.

They’re competing with the Model 3 all right, but in China only.

Lowering the price to $30,000 would not, in and of itself help the Volt any. GM would need to actually make sure all of their dealers stocked the car, and then advertised it. Most people outside of California were unaware the car even existed. Obviously, they had their reasons for not doing this. My guess it the car didn’t make money. Or at least not as much money as selling an ICE vehicle.

It is shocking to see that after 10 years since the beginning of the EV mouvement, that there is only one real manufacturer of EV on the market, Tesla as a new player owns more than half of the market.
When will the other realize that a real ev with range and a true charging network sells.

1 new player against all the established manufacturers. please wake up or close shop.

There is no Tesla killer, Tesla is the killer. Big oil will be the victim, and big auto will suffer.

Sunk costs in factories, intellectual property, and dealer/propagandists are the killer. The people who logically outlined the overwhelming advantages of the old gas-car companies “when the profits are there” over Tesla might as well have been pointing out why France couldn’t possibly fall to the Blitzkrieg. Meaning, if your superior resources are committed to an inferior doctrine, they cease to be superior. Even the relatively young Chinese car companies are setting up alt-car divisions (including the Chinese owners of Volvo creating Polestar) – is this because they know they can’t trust their flunkies to fairly oversee conflicting ICE and EV interests? Car companies have spent the last 100 years promoting not just cars, but a radical revision of human society to addict us permanently to cars that run on petroleum products. This includes everything from car maintenance to our “right” to freeways and suburban sprawl. EVs, automony and carsharing together form a basis for a counter-revision back to the pre-WW2 version of dense suburban development. The car companies, oil companies, countless oligarchic entities, and at least one US political party are now so much the product of the suburban-sprawl paradigm and the many reactionary forms of thinking it enabled that… Read more »

So sad — just 100 short of 50K! It will likely be March or June before we see close to 50k again….

January 2019 will be more than 20,000.

I really miss all the nifty graphs InsideEVs used to produce. Showing comparisons of models, brands, cumulative sales, % of market share (BEV and PHEV). How come none this year?

Steven — please update the US Plug-ins car sales bar graph for November and December 2018. Thanks!!