February 2018 Plug-In Electric Vehicle Sales Report Card

Red Tesla Model 3 front

MAR 14 2018 BY STEVEN LOVEDAY 203

This February provides faith that 2018 plug-in sales will be on the fast track for continued growth.

February marks the 29th month of consecutive year-over-year monthly sales gains* for plug-in vehicles. The month delivered the utmost promise of a very impressive year to come.

UPDATE: Final numbers are in! We’ve updated the chart accordingly.

While January got off to a slow (and a bit scary) start, sales were still higher than that of 2017. However, February brought fantastic results, especially since Tesla Model 3 production is ramping up and 2018 Nissan LEAF stock is growing. But these two models are just a piece of the total equation.

The Model 3 stole the show again despite still not meeting anticipated numbers. Tesla sold an estimated 2,485 Model 3s, making it the all-time February EV sales champion after being the all-time January champ a month ago. Although Nissan is still just getting the all-new LEAF stocked, we were pleasantly surprised to see 895 delivered. Next month will be even better.

We estimated over ~14,000 plug-ins would be sold last month, and we were right. Well … we were also wrong, but in the best way.

For the month, an estimated grand total of 16,745 plug-ins were sold. This is up 35% from last year’s 12,375 and up 39% from January’s 12,052.

While 2017 plug-in sales fell just shy of the 200,000 mark, it was still an extremely impressive year as a whole. This huge bump for February suggests significant forward momentum for the year ahead. Hitting that mark for 2018 will happen well before the end of the year. However, there are many variables involved in determining where we might be by the end of this year. Will we see 300,000?

Other vehicles of note include the Toyota Prius Prime, in second place with 2,050 sold, and the Chevrolet Bolt cranking up sales from a flat January to 1,424 deliveries last month.

BMW sold a whopping 1,936 plug-ins for February, to once again claim a spot in our top five EV manufacturers. Aside from Tesla (est. 4,485) and GM (2,431), the other spots were filled by Toyota (2,050) and Ford (1,006). These five automakers make up ~72% of all EVs sold for the month of February.

Completing our estimates this month – so that we could provide you with a final number while we wait for the splits to come in – puts Mercedes-Benz at 359 deliveries, Hyundai/Kia with 551, and Volvo at 315. We will continue to update the chart in the coming days with exact numbers.


Questions entering February (with answers in parentheses as they come in)

  • Now that the all-new 2018 Nissan LEAF has arrived, has inventory grown enough to spawn decent sales numbers? (Yes. Surprisingly, LEAF sales rose to 895 sold this February. This is way up from last month’s figures, and only down marginally from last year’s 1,037.)
  • After the Chevrolet Bolt’s somewhat weak showing in January, will it redeem itself this month? (Yes! Bolt sales are up 49.6% year-over-year and up from last months figures!)
  • The Chevrolet Volt continues to struggle to maintain sales now that the Bolt EV and a handful of PHEV rivals have arrived. It has seen deliveries drop year-over-year for ten months in a row. Will strong sales in February finally end this streak? (Nope. Volt sales are down 46% year-over-year. However, this month’s 983 deliveries is up significantly from January’s 713 moved.)
  • Will the Tesla Model 3 prove more sales growth and stay at the top of our scorecard for the second month in a row, despite potential production concerns? (Yes. Model 3 sales will top our chart once again, but they’re nowhere near what many expected and what Tesla has been aiming for with the ramp up.)
  • How much will Tesla Model S and Model X sales be impacted by the continued rise in Model 3 deliveries? Musk says orders are very strong. Will this make a difference? (Yes and no. Model S sales estimates are down from last year, which is expected with the new allocation of resources, but Model X sales estimates seem to be up a bit, which is also exactly as we assumed since last year sales were just beginning to grow.)
  • Mitsubishi Outlander PHEV sales tripled from its first U.S. sales month to January. Will we see such continued growth into February? (No. Sales were only up a handful, from 300 to 323.)
  • Will the Toyota Prius Prime continue to impress? (Of course! Toyota sold a whopping 2,050 Prime plug-ins for the month, up 50.5% from last year’s numbers.)
  • Will Honda manage to boost inventory for the Clarity PHEV and secure a more significant sales boost than was reported in January, meaning it may find a new home in our recaps for next month? (Yes. Honda sold a total of 881 Clarity PHEVs for February, up significantly from January’s 594,)
  • How will the Honda Clarity BEV fare? Will sales rise? (No. Honda sold 104 Clarity BEVs in February, down from January’s 203.)
  • We’ve removed the VW e-Golf from our recaps due to weak sales. Sales dropped again in January. Will this month sing a familiar tune? (Yes. Sales were up to 198 compared to last month’s 178. However, down considerably from last year’s 293.)

Also of note: Toyota sold 166 Mirai in February. Honda sold 243 Clarity FCVs.

Last update: March 14, 2018, at  12:35 AM

*Regarding “year of monthly sales” improvements: We know someone is going to look at the chart and say, “hey, only ~11,467 sales were made in May of 2016, when 11,540 were logged in 2015!  What gives InsideEVs?”  What gives is – through an odd scheduling quirk, only 24 selling days were reported in May 2016 (versus 26 in 2015)

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 For The Major Plug-In Automakers – *Estimated Tesla Sales Numbers – Reconciled on Quarterly Totals, ** Estimated (Based on State/Rebate Data and other reports), Credit to HybridCars.com for assistance on Hyundai/some BMW data. BEV models appear in BOLD font (BMW i3 sales are mixed with REx [PHEV] sales)

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

Next Generation, 2017 Chevrolet Volt

Chevrolet Volt:  

The Chevrolet Volt entering January 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 sales made it ten months of losses in a row, as 713 were sold, some 55.7% lower than a year ago (1,611). For February, the Volt continues its downturn with a total of 983 sold, which is 46% lower than last year’s impressive 1,820. However, it’s up significantly from this January’s numbers.

It has become more than obvious that the Volt’s stablemate, the Chevy Bolt EV, is stealing the Volt’s thunder. For as many months as the Volt has been down and dropping, the Bolt has been up and gaining. Keep in mind, this is definitely not a bad thing, it’s just different … and, in all honesty … better. It means less gas burned!

Additionally, the Toyota Prius Prime is a substantial and successful contender, the Honda Clarity PHEV has arrived and is selling well, and last month, the Kia Niro PHEV and Hyundai IONIQ PHEV join the club.

 

 

 

Chevrolet Bolt EV sales

Chevrolet Bolt EV – looking to make its mark for yet another year

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. More evenly spread inventory led to rapid Bolt EV sales growth, notching 2,632 sales during that month.

October 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 only 1,177 Bolts were delivered, which 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.

 

 

 

Nissan LEAF sales

2018 Nissan LEAF gets a new look, more range!

Nissan LEAF:

The Nissan LEAF entered February as the oldest offering on the U.S. market – going on 87 months now.

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

Is the new LEAF better?

Yes, in 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 arrives later in 2018 (as a 2019 MY car).

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 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 is wishing it had done things differently, as the LEAF closed out 2017 down some 20% overall.

Fast forward to today, when the LEAF was supposed to have been rolling off of lots two months ago, and that’s not quite how it worked out. Cars didn’t begin arriving until January 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. Hopefully, by March, we’ll be able to report healthy sales figures for the all-new LEAF.

In January, Nissan delivered 150 LEAFs, down 80.6% from last January’s 772.

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

 

 

 

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, 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, 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.

Toyota delivered 1,496 Primes for the month of January, up 5.1% from last January’s figures.

February Toyota Prius Prime numbers are super-impressive, with 2,050 sold. This is up a whopping 50.5% from last year’s monthly figures!


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

How has the Toyota found a selling range of ~2,000 units a month? The plug-in Toyota is priced right – from $27,950, which after the $4,500 federal credit gives the Prime a selling price of $23,450. This price-point comes in at over $1,000 cheaper than the base hybrid Prius, which should translate into long-term sales success if the EV can remain well stocked.

 

 

 

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 yet again moved.

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, 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 gets some new styling details, some wider tires and some extra performance (+10 kW), but what the public really wants is a longer range option and a price cut (the new i3s is ~10% more expensive in most markets).

Now, 2018 models are being delivered, and it was also reported that a larger battery (long-range) model is set to arrive in late 2018.

December 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. This is exactly the same number as last January.

February brought a 96% bump in i3 sales from the same month last year, with 623 sold.

 

 

 

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 we have seen this time around.

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 are being 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 just pushed back Model S and X delivery timelines by several months. It was said that this is 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 that 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 and January were down from last year’s numbers.

February’s estimate comes in a bit higher than January, at 1,125, although this is still a notable drop from last year’s 1,750.

 

 

 

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 North America 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, 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, up a fair amount from January’s estimates, as well as February 2017 numbers (of course, last February, Model X production was somewhat limited, and our estimates show the automaker delivered 800 during that month).

 

 

 

Tesla Model 3 sales

This is the first Tesla Model 3 (#001), naturally, it arrived in black – lord of all colors. Want to buy it any other way? $1,000 premium fine for bad taste.

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 are now seeing 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’s only speculation on our part (as it has been 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 (essentially a six-month delay at this point).

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 yet, 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 month’s numbers (one would sure hope so!) However, they’re not 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 the Tesla was still (and still is) looking at three to six weeks for the entire process to unfold.

For February, we must assume 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 has been down for as much as a week at a time over the course of the last month or so due to timing issues with the robots.

This puts our February Model 3 delivery estimate at 2,485.

 

 

 

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 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 are once again flowing and the 2018 model has arrived. For December, we estimated 720 deliveries, up 150 units from November’s estimates. With January being a low-volume month, we put Chrysler Pacifica Hybrid sales estimates at 375.

For February, we estimate Chrysler delivered 450 Pacifica Hybrids.

 

 

 

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

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

BMW 330e: 

Arriving on the U.S. market nearly two years ago was the BMW 330e, which is the plug-in hybrid version of the company’s quintessential 3 Series offering.

While the 330e (from $44,695 including DST), physically arrived in March 2016 in a token amount, it took BMW almost a year to stock the plug-in very robustly.

Like almost all iPerformance offerings last November, the BMW 330e reached a near 2017 high during the month, selling 477 copies. December’s total hit 363 sales.

For January, we reported 101 33oe’s sold.

This February, BMW sold 142 330e vehicles.

Given the still relatively limited inventory of the 330e on BMW lots, there is a lot of upward sales potential for the car. However, as it has now been on offer for 22 months in the U.S., maybe BMW really doesn’t care to displace any more petrol 3 Series transactions.

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

The electric motor delivers 87 horsepower with a maximum of 184 pound-feet of torque. When combined with the petrol engine, the total output jumps to 248 horsepower, with a peak torque of 310 pound-feet. This all allows for a 5.9-second zero-to-60-mph sprint and a top speed of 140 mph.

 

 

 

Audi A3 Sportback e-tron sales

Audi A3 Sportback e-tron

Audi A3 Sportback e-tron:

After selling ~400 copies a month in Q1 2017 (387, 400, and 414), Audi slipped in Q2 and Q3.

The reason for the failure to stock and sell?

VW Group likes to allocate a certain number of model year plug-in vehicles to the U.S., and if they run out … oh well. This was exactly the case for the Audi over the summer and into the fall of 2017.

How bad did it get?

We could only find 17 examples of the A3 e-tron at dealers nationwide when we did an inventory in October 2017. Leading us to say, “Hey Audi, make with the 2018s already!”

Fortunately, they seem to have heard us, as the first handful did indeed arrive in November, but that was a literal handful.

For December, sales improved significantly, to 270 deliveries, from November’s puny 38. However, this is less than half of the 589 delivered in December of 2016, and down to 2,877 for 2017 as a whole, compared to 2016’s 4,280.

Unfortunately, A3 Sportback e-tron sales dropped in January to 145 total deliveries, down 63% from last January’s 387.

For February, 199 A3 Sportback e-trons were sold. Up a touch from January’s numbers, but only half as many as last year’s 400 sold.


The A3 e-tron has a low price inside Audi’s lineup. $38,900 gets you the Audi badge, 8.8 kWh of battery – good for 17-odd miles of real-world driving … and a federal credit of $4,158, which is significant because this brings the e-tron package down to within $3,500 of the base MSRP of the A3.

Another reason for decent sales numbers on the A3 e-tron; you can’t get the “Sportback” version of the Audi in any other trim level in the U.S.

 

 

 

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.

For November, that number was 731. December sales were up a touch, with 875 sold, for 9,632 deliveries in 2017. Fusion Energi sales are down from the last few months, at 640 for January.

Fusion Energi sales climbed in February to 794, very close to last year’s 837.

Looking at the inventory in the past, it was easy to see why (and how) so many of the new Fusion plug-ins have been 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 had been 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.

 

 

 

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.

Originally, we had expected that the BMW X5 40e would be dropping off the list near the end of 2017, but the SUV surprised us with strong November and December sales (more on that below), keeping itself on the list for another season.

Back to the 530e.

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, an amazing 872 were moved in November, followed by 706 in December – shooting the plug-in BMW up our sales chart.

For January, deliveries slide down significantly to 224. February brings 413 deliveries.

 

 

 

 

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, and 333 in September, we confidently predicted the X5 plug-in would be leaving our recap list in 2018 … then November happened. 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 just out of the top ten for the year as a whole.

BMW X5 plug-in sales plummeted in January to 261.

For February, X5 plug-in sales rise to 596.

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

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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203 Comments on "February 2018 Plug-In Electric Vehicle Sales Report Card"

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SparkEV
Guest

Damn you Tesla! Not even 2500 Tesla 3 for the whole month? The way things are going, it’s going to be 10 years before some reservation holders get their cars. Cancel!

Someone out there
Guest
Someone out there

Yep. It looks unlikely that there will be anywhere near 2500/week by the end of Q1.

bro1999
Guest

Notice the note of the Model 3 line being down over a week. Production hell is still very real.

windbourne
Guest
windbourne

Actually, I view that ideling as most likely a tuning that is happening to part of the line. If so, it should jump them shortly back up to a much higher speed, or better quality. Hopefully.

ziv
Guest
ziv

I don’t think Tesla wants to deliver too many 3’s this month or next. February through the end of June, they have just 35,000 US sales left before they hit 200,000 US sales and the tax credit time out starts. So if they hit 200k US sales on June 15th the credit gets cut in half on October 1st of this year. If 200k gets delivered after July 1st, Tesla keeps the full credit until January 1st of 2019.
Why would Tesla ramp up 3 sales in the US before Q2? They will probably be sending more S and X to Canada and Europe, but the 3 could take them over 200k in June all by itself if they don’t make the ramp up slower than we would otherwise like.

bro1999
Guest

Uh…because they need the cash injection from 3 sales?

u_serious?
Guest
u_serious?

Small injection now or a cash overdose later till 2019?

I know you would rather screw the investors out of 6 months of sales floods. Makes no sense but coming from you it’s par for the course.

bro1999
Guest

True, Tesla is probably counting on more capital raises funded by reality distorted investors/zealots to be too concerned about bringing in organic revenue via car sales.

floydboy
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floydboy

Revenue(money obtained from the selling of product) has been organic since the original Roadster. Reality distortion seems to be YOUR stock in trade.

bro1999
Guest

The revenue has been flowing in, and so that has equaled massive profits too right? Lol

Nick
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Nick

Yes. One of the most profitable cars made. It’s kind of nuts.

Adam H.
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Adam H.

Revenue is the same whether Tesla sells a car in the US or China or anywhere else for that matter.

Due to structure of EV tax credit, you will be dissapointed if you look for Tesla to push US sales of Model 3 prior to July 1.

Nix
Guest
Nix

Actually, all of their announced upcoming funding rounds will be coming from lease instruments. They are getting outside professional institutional investors to buy their lease debt, allowing Tesla to stay liquid.

These aren’t available for purchase unless you have an SEC license, so they are only for pro’s and institutions.

They are already over-subscribed by more than 20 to 1.

Let that sink in. For every 1 unit they plan on selling, they have 20+ buyers standing in line to buy it. And they are ALL professional investors.

What you fail to understand is that many of these Institutional investors are still holding shares they got at IPO for $17/share. Tesla has done very, very well for them. There is no reason to stop investing in the top selling EV maker in the United States, who is still at the beginning of full ramp-up with even better numbers still on the way.

TM
Guest
TM

No way are they dragging their feet on purpose, just so more people can get the 7500 credit.

They are awaiting the super robots from Germany. Once those bots are operating at full capacity, the Model 3 numbers should jump.

It sounded like the April production numbers would be the earliest that we’d see the impact of these new assembly robots.

bro1999
Guest

How long will it take to install those new robots, and how long will the Model 3 line be down installing/QC’ing them? Ain’t exactly plug and play.

u_serious?
Guest
u_serious?

End of June.
Duh.

bro1999
Guest

hahaha, keep believing that.

Get Real
Guest
Get Real

HaHa mentally ill MadBro is already into double-digit carpet-bombing anti-Tesla posts here as he desperately tries to deflect attention that Tesla is already far exceeding GM’s output in PEVs.

Your loser life must really suck as you mindlessly post your BS FUD about Tesla as most of the rest of us want to see ALL PEVS succeed and move to sustainable transportation.

TM
Guest
TM

No need to be insulting.

Pushmi-Pullyu
Guest
Pushmi-Pullyu
There’s a pretty large need to quit playing nice with people who are trying to trash Tesla’s good name. Trolls like Bro1999 routinely violate society’s rules for civil discourse in the knowledge that most people will simply pretend not to notice how disruptive and unpleasant their propaganda is. Very few people will fight fire with fire. If FUDsters were called out routinely by people who don’t like being lied to, if more people pointed out that serial FUDsters are, in fact, liars who routinely lie because they think they’ll get some financial advantage from it, then the FUDsters would realize they are just wasting their time and there would be a lot less of that B.S. going on. And of course, this doesn’t just apply to InsideEVs comments. Russian troll farms are being paid to disrupt political and issue-oriented discussion on social media all over the USA. Every responsible, patriotic American should start fighting fire with fire, and not let our own rules for civil discourse prevent us from calling out the trolls for what they are. I’m very glad that “Get Real” calls out the trolls and FUDsters here on a regular basis, and I only wish there was… Read more »
Will
Guest
Will

Yeah thst was insulting. Bro is a troll but not whatever he you said about him

zzzzzzzzzz
Guest
zzzzzzzzzz

Tesla Thought Police doesn’t care about such pesky things as being civil. They would be happy to run physical death camp for all the infidels not worshiping Tesla & Elon hard enough.

Roy_H
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Roy_H

Elon stated that the new assembly robots would be installed this month and operational by the end of March. Tesla must keep US monthly sales below 8k/month average to stay below 200k til Q3. Watch for May, June deliveries of Mode 3 to Canada and Europe to keep US sales down.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

If we see any Model 3 deliveries at all outside the USA, then we will know that indeed Tesla is intentionally delaying passing the 200,000 domestic sales limit. But so far at least, there’s no sign of that at all.

The number of conspiracy theories from anti-Tesla FUDsters continues to grow. Theories like “Tesla is intentionally delaying Model 3 production because of blah blah blah.”

I think most reasonable people informed on the subject would agree that Tesla needs all the revenue it can get, and that intentionally delaying TM3 production is not something that’s going to happen in the real world.

What I find surprising is that there are so many posts on this subject by people who don’t appear to be part of the Tesla Hater cult, yet have become “useful idiots” spreading FUD created by the Tesla haters.

Sad. Very sad. 🙁

Ziv
Guest
Ziv
I don’t think Tesla needs another couple thousand sales per month nearly as much as they need the extra “gas” that an additional 3 months of full credit will give them late this year. They won’t have the newer robotic line installed and up to speed for a month or two, so in point of fact, their ability to produce the 3 in larger numbers for the time being is problematic. I think that we will see Tesla ramp 3 sales relatively slowly, perhaps 25% per month in March and April and just 10% in May and June. And there will probably be an increase in the amount of S and X exported outside of the US in order to keep the US sales down a bit. Tesla wants to blow the competition out of the water this year, and having the full credit all the way to the end of the year will help them do that. Even if they don’t throttle 3 production slightly they wouldn’t sell 200k until late May or early June. Even if the 3’s US sales go up to 3300 in March 4,400 in April, Tesla is still on track for a July crossing… Read more »
Robert Weekley
Guest

Sure, P-P, you think my position in line and reserved before 10:00 AM, March 31st, 2016, is less valuable than some guy in Kansas that reserved, on April 28th, 2017?

Just because I am in Ontario, Canada? And I might actually lose Any and All EV Support from our Goverment, even before the end of June 2018!

Is That how You would improve Customer Relations if You manage Tesla, and the Flow of Model 3’s?

They already have 2 Model 3’s on display in Canada! Why is that? To increase US Sales from American Travelers? Or, to get Canadian Markets ready, for orders, sales, and Deliveries?

Ziv
Guest
Ziv

Tesla is already 2 months into Q1. All they need to do is push more S and X sales out of the US and slow the ramp up of 3 sales in the US for 4 months. Then they can sell as many cars as they want for 6y full months and get the full credit on all of them. If they could build them that fast, they could get all 400,000+ 3 reservation holders the full credit. Obviously they can’t build the 3 in those kind of numbers but you can bet the final quarter of 2018 will see a lot more 3s built than the third quarter.
It is all good.

windbourne
Guest
windbourne

sigh.
That 400+K reservations was NOT just America. In General, America (and Canada) has done about 50% of Tesla sales, Europe 40%, and the rest are around 10%. Therefore, I would expect somewhat similar on the reservations. Do note that at one point, it appeared to be over 600,000+ reservations, which would mean around 300,000 are American.

Ziv
Guest
Ziv

Early last month they had “over 500,000” and the company financial docs show that they are holding $858,000,000 in reservation deposits, so it could be a bit over half a million 3 reservations. I was under the impression that 2/3 of the deposits were from buyers here in the US. I wouldn’t bet the farm on that, but I think US reservations for the 3 are closer to 400k than 300k.

Ziv
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Ziv

I forgot to acknowledge the fact that part of the $858Mn is for S and X Model cars.

bro1999
Guest

AND Roadster 2.0 AND Tesla Semi deposits.

Nix
Guest
Nix

Also, some people have already used their reservation dollars to actually buy their Model 3’s. So Tesla’s reservation dollars they report will become less and less meaningful every month.

Someone out there
Guest
Someone out there

They could sell them in Canada or even Europe if they need to save on the US tax credits. It’s no reason to intentionally limit production.

WadeTyhon
Guest
WadeTyhon
I agree, Tesla would not willingly reduce production. It would simply be a bad business decision. If the goal was to give more people the option of the tax credit, it would be just as useful to ramp up production immediately, then start cranking out SR and AWD Model 3s as quickly as possible. The longer the SR Model 3 is delayed, the more tax rebates are soaked up by the X, S and LR Model 3. So far there is no indication that European deliveries for the Model 3 will happen this year. Canadian deliveries were pushed up until mid-2018 but only for the first production run. Not the SR model, or AWD model or base LR model (so far). Canadian sales numbers for the $50k Model 3 without AWD will not be enough to offset production from the US if they get close to their desired production numbers for Q1 and Q2. S and X production to Europe and Canada has not been moved up either. So pushing S/X deliveries abroad to delay hitting 200k doesn’t seem to be happening. The only way Tesla could miss hitting 200,000 units in Q2 is if they simply cannot produce enough… Read more »
bro1999
Guest

Model 3 production not ramping up to twice adjusted production goals. No new Model S/X deliveries in the US until June. Q2 could potentially be the worst ever financial quarter for Tesla if those German robots aren’t installed flawlessly and without delay.

Then again every quarter seems to be the “worst ever” financial quarter for Tesla, so that wouldn’t be a surprise.

u_serious?
Guest
u_serious?

No where as close to a BK though, right GM fanboy?

windbourne
Guest
windbourne

u make way to much of the subsidy. Most M3 ppl that I know, not a 1 of them said that the break made a difference to them for order it. They just want a decent EV that is worth the money, and apparently, that is Tesla.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“I don’t think Tesla wants to deliver too many 3’s this month or next. February through the end of June, they have just 35,000 US sales left before they hit 200,000 US sales and the tax credit time out starts.”

That 200,000 limit applies only to U.S. sales. Tesla could sell all the Model 3’s it possibly can in Canada, Europe, China, and elsewhere, without having any impact on that at all. Tesla might get some U.S. reservation holders upset at them if they were to prioritize non-domestic sales, but many are already upset over the delay in delivery. For Tesla to deliberately avoid making money where it can… well, I think Tesla’s leadership may be overly optimistic, but it’s not stupid!

In short, your scenario does not fit with reality.

Ziv
Guest
Ziv

Push, that is why I clearly stated “US sales”. They will push some of their S and X sales to Canada and Europe, so no loss of revenue, just a change of delivery address.
I guess we will see if I am right in the next 60 days! 😉

Eddie
Guest
Eddie

It’s not that Tesla doesn’t want to sell the cars, it’s a scam. There is no huge demand yet – that’s the real problem. If someone wants an ALL Electric car now go purchase one. The incentives will never be better – think about it folks, it’s a marketing scam, the consumers aren’t buying, that’s the problem.

Eddie
Guest
Eddie

No consumer demand for ALL electric cars in the US. ALL Electric cars totaled 105,000 last year in the US. They may work in other countries with mandates and new regulations. Those countries will take a long time to cycle through existing gas burners. So Tesla has plenty of time to get production right.

ROFLOL
Guest
ROFLOL

Cancel and buy a Bolt? Looks at the pathetic sales numbers of Bolt this month, nobody is doing that!

ROFLOL

bro1999
Guest

If the Bolt’s sales are pathetic, does that make Model X and S sales ludicrously pathetic?

Nix
Guest
Nix

No, it means you’ve proven why:

“Tesla doesn’t give out exact monthly sales (apparently because the public can’t handle the concept of regional allocations and delivery lead times).”

It is because fools like you who post every month, and read the report every month, STILL are too ignorant to understand that Tesla actively manages regional allocations and delivery lead times, so Jan/Feb sales with INTENTIONALLY be low in the US every single year.

Sadly, you insist on proving Tesla right, that folks like you simply can’t think your way out of a paper bag when it comes to the way Tesla delivers cars globally. Even when reminded EVERY SINGLE MONTH!!!!!

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“If the Bolt’s sales are pathetic, does that make Model X and S sales ludicrously pathetic?”

No, it means your Tesla bashing FUD is so ludicrously pathetic that you have to lie constantly about the actual facts and figures.

Tesla’s global sales for the Model S and Model X exceed the rather pathetic sales (falling far short of meeting demand) of the Bolt EV by a pretty fat margin, mostly because GM sells so few of them outside the USA. Model X sales alone were 46,535 units in 2017.

GM certainly could sell far more in Canada, S. Korea, and Europe, if it was willing to sell them at a competitive price and was willing to ship them there in large numbers.

But as you yourself said, Bro1999: “GM is selling as many Bolts as they want to sell.” GM simply isn’t interested in selling enough Bolt EVs to meet demand.

SparkEV
Guest

No. Cancel and wait until Tesla catches up in production before you buy a 3. It could take a while, maybe even 10 years! In that time, leasing a Bolt might not be a bad idea.

Spread the word, cancel Tesla 3 reservations. If 400K people cancel, I may have a shot at Tesla 3 before I die of old age.

Robert Weekley
Guest

Or, we could scoop up a rare Bolt EV in Canada, AND get our ‘Beloved’ Model 3! Bilt for the City car, like it was meant, and Model 3 for road trips!

Eddie
Guest
Eddie

The reason Tesla won’t need to ramp up to 5,000 per week Model 3 for the US is consumer demand in the US is not there yet. The #2 selling electric car Prius Prime goes 25 miles on batteries then runs on gas – come on folks, that’s a hybrid. Stop playing with the numbers. That car is a hybrid with 20 other so called electric cars on this list.

WadeTyhon
Guest
WadeTyhon

2,500 Model 3’s are a little lower than the 2,750 I was hoping for / expecting. But I don’t disagree at all. With this being a short month and with production briefly stopping/slowing to a trickle near the end of the month, 2,500 seems reasonable.

Still a good month for Tesla. 🙂 And unless something shocking happens, still on top of the sales charts and will be for all of 2018.

Model 3 production may be moving slower than we’d all like, but it’s still on the way up!

floydboy
Guest
floydboy

Agreed!

TheWay
Guest
TheWay

If it was a 31 day month, then 2750 would have been the case. But it was a 28 day month so…

Chris F
Guest
Chris F

Lol if this is a good month for Tesla, can you explain what your version of a bad month would be?

WadeTyhon
Guest
WadeTyhon

Sure! A bad month: A decline in Model 3 sales over the previous month. Or being outsold by any other EV in the US this year.

I have been following Tesla long enough to keep my expectations in check but also not underestimate. They’re always very fashionably late. 😉

Another Euro point of view
Guest
Another Euro point of view

I expected 2’600 model 3 this month so was a little optimistic. I now take that opportunity to change my Q1 2018 deliveries estimation from 11’000 down to 10’000 Model 3’s.

Benedictus
Guest
Benedictus

Amazing work @ Tesla! Best selling EV even at a 60k price point.

It’s such a compliment to Tesla that we all expect so much more from them.

All the “big” companies can only try to follow in these giant steps of a small company..

Texas FFE
Guest
Texas FFE

Ford sold over 400,000 Mustangs the first full year in production, 1965. Ford currently sell hundreds of thousands Focuses every year. The “big” boys aren’t even trying, YET.

Benedictus
Guest
Benedictus

How many electric has Ford sold? And what do does cars look like? Like some deformed amateur rebuilt project. Please..Ford?

Texas FFE
Guest
Texas FFE

As of February 1st Ford has sold 98,695 plugin vehicles compared 164,946 sold by Tesla. The Fords look like the Fusion Energi, the C-Max Energi, the Focus Electric and the Transit Connect EV. Also as of February 1st, Ford has sold 8,682 Focus Electrics compared to 3,647 Tesla Model 3s being sold.

Benedictus
Guest
Benedictus

Thanks for proving my point. Bull$#!+ cars from Ford.

Texas FFE
Guest
Texas FFE

You have convinced me, I’m going down to the Tesla store right now and put a deposit down so I can wait five years to pay $60,000 for a $35,000 car – NOT!!!

Robert Weekley
Guest

If you don’t want a Tesla, don’t buy one! Leaves more for us that do wamt them!

Nix
Guest
Nix

With the price differential, Ford should be outselling the much more expensive Tesla’s by a 20 to 1 margin. That is the gap that ICE cars traditionally see between these two price points. The fact that they instead still trail in sales is a shocking embarrassment.

mx
Guest
mx

The CMAX is a business case study in how to FAIL at innovation, and how CEO’s get fired.

A 20 mile range Hybrid for 7 YEARS?
A hybrid battery that fills the rear hatch area.
-Never Fixed.
-Never Updated.
-Low Sales.

Ford proved No one want’s a Ford Hybrid.
Not that there’s no market for one.
Just no market for Ford’s.

john1701a
Guest
john1701a

GM rolled out updates, but that gen-2 Volt didn’t target the necessary market. It still has a MSRP too high to appeal to showroom shoppers and still has cramped rear seats.

Know your audience.

Kdawg
Guest
Kdawg

False. There’s no such thing as a “necessary” market. There’s just markets. GM is targeting those that want to drive most days on pure electricity, yet still have the ability to make long trips in hybrid mode. The cost of that car is $33K, which is a very mainstream price, especially considering tax credits and gas savings. The 53 miles of AER allow most driver to never have to use gas on daily driving. Lower range PHEVs are just that. A compromise in order to shave a few dollars off the price. That is a different market. Toyota really dropped the ball with the Prime in a lot of areas, but talking about “necessities”, only 2 seats in the back is a major deal breaker for many families. Know your customers.

SparkEV
Guest

Are you being sarcastic, because it’s hard to tell. There are about 400,000 people waiting for the car, and less than 2500 produced a whole month! And it’s been 8 months since the car’s been in “production”! If they stay this slow growth, it really will take 10+ years to fill all reservations.

If any other company did this, people would be screaming “compliance car”. Tesla does “amazing work” indeed.

Might be good time for you to cancel your reservation and convince all your friends to cancel as well. You can always order after they catch up in production.

Benedictus
Guest
Benedictus

That is the point. Hoe many small car companies are compared to the big boys like you just did? It just shows the impact this small company has.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“Are you being sarcastic, because it’s hard to tell.”

No, that’s just you.

I thank Benedictus for giving us a breath of fresh air. He’s just about the only one here looking at the whole forest instead of just a couple of trees.

Tesla already has the #1 selling plug-in EV in the USA, and its production is only going to keep going up over time. For EV advocates and enthusiasts, Tesla’s production is a glass that is waaaaaaay more than half full, yet people keep obsessing over the small amount of it that’s empty.

Go Tesla!

SparkEV
Guest

If GM had 400K people waiting, completely sold out, been in production for 8+ months, and made less than 2500 cars in a month after talking about 2500 per week, you’d be all over them saying how they’re only making compliance cars. Yet, Tesla doing it and Benedictus cheering Tesla is “breath of fresh air?” More like breath of sarcastic air.

I like Tesla (obviously!), but their production is managed by bunch of incompetent buffoons. While their long term success is likely, they should be punished short term by canceling your reservation.

Ziv
Guest
Ziv

Or maybe building a quality BEV for $50k is very difficult. And building more than 1000 of them a month even harder. Tesla may be late, but they are building outstanding cars in numbers that would be celebrated by any other electric car maker. 30% sales growth MoM for the 3 is a recipe for a rapidly growing pie. 😉
Here is hoping they can grow the 3 sales 30% again in March and April!

Gary
Guest
Gary

Sounds like 3 sales are are down to getting the battery pack assembly robots from Germany set up and running. Anyone know the lasted time frame for that?

ffbj
Guest
ffbj

Probably in May. Takes a month to ship them, another month to install, set up.

Nix
Guest
Nix

They apparently were shipped by air!!

When Grohmann builds lines for BMW or Audi, they schedule 10-14 days to reinstall the disassembled line. I don’t see any reason why they would need longer for something they built for Tesla. They’ve been doing this for a long, long time.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“I don’t see any reason why they would need longer for something they built for Tesla.”

I hope you’re right, but Tesla’s history of stubbornly doing things differently than other auto makers suggests otherwise, at least to me.

Anyway, I think the assembly line machines in question are for Gigafactory One battery pack assembly. Contrariwise, Steven Loveday in a comment above says the current bottleneck is at the Fremont plant, so I don’t see that the one thing has anything to do with the other.

ffbj
Guest
ffbj

Right.

Ottoix
Guest
Ottoix

Hi Steven!
Great job You are doing. Thanks!
Which Prius Prime number is correct? Text saya 2500, scorecard says 2050??

john1701a
Guest
john1701a

Doesn’t matter. The middle of the country has nothing to sell yet. No supply means distorted demand impressions.

The coasts are all that got 2017 models. The 2018 are only now being delivered.

So, one Spring arrives, we’ll get a better representation of actual demand.

zzzzzzzzzz
Guest
zzzzzzzzzz

South East got Prius Prime just recently, sells for about MSRP. You can’t expect much sales there really just as in the mid US. Gas/electricity price ratio provides little incentive to mainstream buyer over regular Prius with no or little state taxpayer handouts. Not enough to compensate for price premium and lack of 5th seat because of extra battery weight. Maybe barely break even assuming buyer can qualify for full federal tax credit, but many would not qualify.

Seven Electrics
Guest
Seven Electrics

I still maintain 2,485 is too high for the 3 by hundreds. I guess we’ll have to wait for the quarterly numbers.

floydboy
Guest
floydboy

Why?

Get Real
Guest
Get Real

Because he’s a shorter troll with pretend electrics.

Bill Howland
Guest
Bill Howland

You guys say the same unproven thing over and over and over and over again.

It is dangerous for anyone to short TSLA… Its currently valued at $500,000 for every car Tesla has ever made, including my old green Roadster, which I assume is still driving around in Texas.

Meanwhile, old-fashioned Ford’s valuation is around $6000 per car.

It is dangerous since I don’t see any reason why it is impossible for TSLA to go to $1,000,000 per car.

Richard
Guest
Richard

I think the Honda Clarity PHEV deserves an individual recap. It has sold fairly well the past months. Perhaps it’s time to remove the Audi A3?

Warren
Guest
Warren

I checked around briefly to see other auto sales for February. It appears the tend continues. Car sales in general down, SUV and pickup sales up. Plugins continue to eat away at sinking hybrid sales. Non-plug Prius sales alone plummeted to 5,020 for February, a 35% drop from 2017. This is not the headline you see in the business press. They really want EVs, and AVs to be the story.

bro1999
Guest

I bet Elon is really wishing he could be building Model Y’s right now instead of Model 3’s.

Nix
Guest
Nix

Why? He can’t build enough to satisfy current demand as it is. If they were building a different model, they would still not be able to sell more than they can build. And they sell every one they can build.

What does market trends have to do with how many they can sell, when they are production limited?

David Murray
Guest
David Murray

Interesting how everyone talks about the dismal sales of the Chevy Volt now that the Bolt is out. Yet… what I see is that the Volt is still #5 in sales. And it is still beating out sales of Tesla Model X. So I wouldn’t say that is a bad place to be on the chart, even if it has moved down a notch or two since last year.

Nix
Guest
Nix

don’t tell me you are also among those who still don’t understand that Tesla actively manages global deliveries, so that US sales happen primarily in every last month of every quarter in the US?

Because you know better. You know that the first two months of every quarter is when Tesla delivers the majority of their cars to non-US markets, so any comparison in US sales can only be done based upon full quarterly numbers.

How can it be that people still can’t understand this? People who read the same disclaimers every single month?

Will
Guest
Will

Yes the x sold more but its the us sales

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“Interesting how everyone talks about the dismal sales of the Chevy Volt now that the Bolt is out. Yet… what I see is that the Volt is still #5 in sales.”

Let me put that in perspective for you:

The Toyota Corolla sold over 1,100,000 units worldwide last year. The Volt sold a bit over 30,000 units in its best year, 2012. (And the Leaf once sold more than 60,000 in a year.)

My point is that #5 on that chart isn’t much when compared to the best-selling gasmobiles. It’s at best “grading on the curve”.

I certainly hope that Tesla can indeed ramp up production and sales of the Model 3 to 400,000 per year or more. But let’s not pretend that’s going to be the “tipping point” for the EV revolution if and when that happens. The tipping point will come when several auto makers — not just Tesla — each have several high volume plug-in EVs in production. And by “high volume” I don’t mean a pathetic 30,000 units per year in global sales. I mean 100,000 or more.

mx
Guest
mx

At a price point of $45,000 new, that is an achievement.

Volt is still restricting sales with a poor roofline for rear seat passengers. It’s a single person, or a couples car. And it’s great at that.

But, again, where is the CEO of GM? This is easily fixed with a Wagon Volt. How many years has the Volt been out?

I guess this is how American Management Fails.
One and done, is their philosophy.
Where’s the “constant improvement” they talk about.

Kdawg
Guest
Kdawg

The Gen2 Volt started delivering nationwide in Feb 2016, so 2 years now. At a 5 year refresh cycle, we could expect a Gen3 Volt in 2020.

Also, it’s not as if GM sat on just 1 product. We have/had the Spark EV, the Cadillac ELR, the Bolt EV, the Cadillac CT6, and Volt-tech made it into the Malibu Hybrid as well.

Now there are a bunch of cars being worked on behind the scenes that we don’t know about as well.

ffbj
Guest
ffbj

Everyone seems so all into predictions, well here is a prediction for you:
Tesla will not shut down production this Summer, for 3 weeks, to “Retool” their factory, though the same cannot be said of other manufacturers.

bro1999
Guest

No, they’ll shut it down this spring installing those German robots.

Already had 1 week of shutdown according to this article. Probably not the last one either.

pikeman
Guest
pikeman

32% growth MoM for Model 3.
Can’t complain as long the growth is above the overall market.

(⌐■_■) Trollnonymous
Guest
(⌐■_■) Trollnonymous

Damn. My guess of 2655 was off by 170 units.

March will see 3187.
Unless I hear otherwise from some dudes within Fremont….lol

bro1999
Guest

I feel sorry for the dudes at Fremont. Must be getting overworked trying to meet Elon’s numbers.

jelloslug
Guest
jelloslug

The only people that are overworked are the FUDsters

Pushmi-Pullyu
Guest
Pushmi-Pullyu

Yup. Tesla now has the #1 selling plug-in EV worldwide, and its production is going to keep growing and growing and growing.

The serial Tesla bashers are getting pretty frenzied, and increasingly desperate, at trying to somehow portray that as a “bad” thing!
😀 😀 😀

Go Tesla!

u_serious?
Guest
u_serious?

Working 3 weeks out of 4 and you think they’re overworked…….lol

You must be a UAW member.

Nix
Guest
Nix

Tesla actually drastically reduced overtime in 2017 compared with 2016.

Volt Fan
Guest
Volt Fan

You have never been a high-level employee working with a fixed monthly pay. Most of them have to work overtime with no extra pay, and I bet most of the Tesla engineers and management are doing so, working 80 and more hours a week under Musk’s whip, or else face getting demoted or fired.

Nix
Guest
Nix

I guess you’ve never worked where you were compensated with stock grants and/or stock options, and your contribution as a key contributor had a direct influence on the company’s success. So every hour of your time you build the value of your stock compensation.

chrishu
Guest
chrishu

I think, you are way to optimistic. There shutdowns of the lines in february, means they will get between 1500 and 2000 deliveries in march 2018. (most of the cars that are now produced, will probably not make it to the customer, before the end of the month.) Talk to your guys in fremont.

Get Real
Guest
Get Real

I don’t feel sorry for the desperate shorter trolls like you.

Must be hard getting your lost money back as you post count continuous to climb well into the double digits on any threads dealing with Tesla.

bro1999
Guest

I feel sorry for people that don’t know how to reply to comments properly.

ROFLOL
Guest
ROFLOL

I feel sorry for GM trolls that everybody has long since stopped taking seriously…not!

ROFLOL!

Volt Fan
Guest
Volt Fan

You are the biggest troll here. There are more GM fans than all of the Tesla fans put together. GM will survive with lesser EVs sales because it is a 110 old auto company, and I bet EVERYONE here has driven or taken rides in one or more GM vehicles.

G2
Guest
G2

…and the Russian troll pipes up.

ffbj
Guest
ffbj

That’s not correct. Tesla is older, if you are referring to GM since they went bankrupt and reorganized it’s not the same company.

Ron M
Guest
Ron M

Why the big difference in number between the Insider EV and Bloomberg Model 3 tracker. One could look at the difference between how many Tesla’s are sold on the last month of each quarter and see for whatever reason many more are sold.

HVACman
Guest
HVACman

The difference is that IEVs uses a time-tested method that has been confirmed through various cross-checks and comparisons with actual deliveries as-reported each quarter for several years. The average error is usually just a couple of %.

Bloomberg is just now beginning the painful process of vetting their extrapolations with reality. We’ll know in a few months which system is closer to the truth.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

The difference is that InsideEVs staff have spent a lot of time and effort developing and maintaining many different sources for info on Tesla’s production and sales/deliveries.

And Bloomberg most likely has not.

As I recall, the most InsideEVs has ever had to adjust its sales estimate for a Tesla model was ~200 units. Bloomberg? I seriously doubt their estimates are anywhere near that accurate. Probably not even remotely.

mxs
Guest
mxs

This site is now becoming a school yard, too??

Christ people, get a grip.

ROFLOL
Guest
ROFLOL

Between troll1999, some troll out there, ZZZ-troll, 7trolls, a euro troll’s point of view etc: welcome to troll central, just sit back and enjoy the madness!

ROFLOL!

u_serious?
Guest
u_serious?

Pretty comical……lol

William
Guest
William

It’s that time of the month again, for the hardwood floor to get another extended shirt roll polishing! Thankz 2 da Tezla Trollz!

mx
Guest
mx

Get ready to buy a few Tesla shares as they go on sale.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“…welcome to troll central, just sit back and enjoy the madness!”

Yup! Make some popcorn and pull up a chair. We should start a “FUD Fallacy Bingo” game. Mark your card every time you spot a Tesla basher’s well-worn logical fallacy or repeated false “facts”!

Or just point and laugh at how increasingly desperate Tesla bashers are getting, now that Model 3 production is finally ramping up significantly every month.

Will
Guest
Will

Include nix, puush and get real, the rest dont care

HVACman
Guest
HVACman

What is Tesla’s international S and X deliveries to-date in 2018?. The Fremont plant now has two production lines and over 10,000 workers.

Fremont only produced 3,375 units for the US market in January and 4,485 units in February. That is less-than-25% of the nominal production capacity. Unless Model S and X production and deliveries for export markets have been astronomically-high, the Fremont plant production rate to-date as been abysmal compared to the rest of the industry.

Breezy
Guest
Breezy

I think you’re a bit low with your Pacifica Hybrid estimates. Key info direct from FCA is that, as of December, 7% to 8% of Pacificas sold are Hybrids.

That would put recent US sales as follows:

February 800-925
January 550-650
December 800-900

http://www.iheartradio.ca/am800/news/pacifica-hybrid-hottest-seller-in-california-1.3517420

Roy_H
Guest
Roy_H

People here are talking about Tesla Model 3 SR, LR, and other variations. What do these mean? I went to the tesla.com website and all it shows is Model 3 with no sub models.

Jean-François Morissette
Guest
Jean-François Morissette

SR= short range, LR=long range

See the FAQ here: https://www.tesla.com/en_CA/support/model-3-reservations-faq

SparkEV
Guest

Yup. The madness is why I come here. It shows honest opinions and POV of people rather than sanitized view of editors only.

scottf200
Guest
scottf200

Re: Will the Toyota Prius Prime continue to impress? (Of course! Toyota sold a whopping 2,500 Prime plug-ins for the month, up 50.5% from last year’s numbers.)

FYI, transposition it appears as the ‘2,500’ in that sentence should be ‘2,050’.

Another Euro point of view
Guest
Another Euro point of view

So, what was it about Toyota not realizing how they could be soo much more better at manufacturing cars ? What a silly bloated human version of Pingu’s father that guy..

tim
Guest
tim

all these retarded tesla haters can even see that model 3 has the lead and will retain the lead for at least 15 years

Volt Fan
Guest
Volt Fan

Tesla only leads with EVs. GM leads as the greatest North American brand.

MTN Ranger
Guest
MTN Ranger

Incorrect. The Model Y will be leading the charts in three years.

tim
Guest
tim

can’t*

Pushmi-Pullyu
Guest
Pushmi-Pullyu

Oh, they see it all right. What has them so upset is that they keep predicting Tesla’s downfall, and they keep inventing dark conspiracy theories claiming that Tesla is faking its financial statements, is about to collapse, and can’t possibly increase production.

They are very, very upset that the TM3 ramp up so very clearly and positively refutes all their lies and conspiracy theories. Of course, they’ll never admit it! They won’t admit either that reality or that they are upset by that reality.

Ah, schadenfreude! Such a guilty pleasure watching the Tesla Hater cultists twist in the wind, hoist by their own petards.
😆 😆 😆

Don Zenga
Guest
Don Zenga

My expectation was 2,500 and actual fell by a small %. Still a 30% increase is good and at this rate, it should cross 10,000 mark in few months and no plugin can beat Model-3 at least in US market. Last month Tesla sold 5000 + units worldwide to take #4 spot and its great.

This is OK.

Don Zenga
Guest
Don Zenga

Still Feb is not full month for Leaf and the 800 + units is good. Hope March should have much higher sales.

With just the sales of few models reported, YoY sales has come close to what was last year. Another consecutive month of increase with a much higher percentage. Sales of 18,000 is a good guess.

Pushmi-Pullyu
Guest
Pushmi-Pullyu

“GM is selling as many Bolts as they want to sell. Can’t say the same for Tesla and 3’s.”

WOW! Your ability to put a positive spin on GM’s lack of interest in selling the Bolt EV is one of the most awesome cases of putting lipstick on a pig I’ve ever seen.

Do you work in advertising?

It’s an ongoing tragedy that Tesla isn’t able to ramp up TM3 production as fast as it wants or needs to. But at least Tesla is trying to make and sell compelling PEVs in large numbers. GM certainly is not!

Pushmi-Pullyu
Guest
Pushmi-Pullyu

P.S. — This was intended as a response to Bro1999’s post above.

Volt Fan
Guest
Volt Fan

Bro1999 is correct. As a Chevy Bolt EV owner, he is telling the truth. Do you have an EV?

josborne
Guest
josborne

For the sake of transparency, and in order to get a better idea about the quality of these estimates, it would be really nice to see insideevs’ past estimates of Tesla sales compared to the actual numbers.
Right now, if I understand correctly, monthly estimates are shifted at the end of the quarter to fit the actual sales numbers.
So my question is: how much of a correction was necessary in order to reconcile the two numbers? Single-digit percents? More? Less?

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

Look back at other posts. Their adjustments are very small.

Jean-François Morissette
Guest
Jean-François Morissette

Only 323 Outlander PHEV? There were 230 in Canada, with a 10x smaller market!

mx
Guest
mx

No US advertising.
Nobody knows what it is, or that it’s here.

Will
Guest
Will

Ads have been on NBA basketball games

TheWay
Guest
TheWay

Hmm… so at rate numbers are coming in around 15,500 for february? Or about a 25% increase. (unless there are some surprises)

Don Zenga
Guest
Don Zenga

Both GM & Toyota are not willing to produce and sell as many Volts & Primes as possible. But Tesla will and that’s why we can see Model-3 on top of the chart.

Tesla Model-3 outsells Cadillac ATS 2:1 and this is just the beginning of things to come. Even the sales of Bolt is somewhat limited. Is it the high prices that hurts its sales.

And the Ford CMax is going down slowly with both plugin & hybrid.

Don Zenga
Guest
Don Zenga

Fiat 500’s total sales is 416 units and out of that 500e’s sales is 235 units which works out to more than 50% share. This is very good.

So what will happen to the gas model which sells at such a low rate. Their US website still shows 2017 models even in the 3rd month of 2018.

menorman
Guest
menorman

Have the rest of the numbers been sourced yet?

TM
Guest
TM

Sort order is messed up – sort by total for the year, not the total for the month

WadeTyhon
Guest
WadeTyhon

Thanks for posting the estimates on the remaining models! It will do for now. 🙂

Overall sales for the month were quite good! Thanks mostly to the top models… but BMW continues to perform quite well in aggregate.

Jayydeeee
Guest
Jayydeeee

All I can say is I told you so.. you can extrapolate a couple days production and call it a weeks production. Just cause you can make 200 cars in a day doesn’t mean you can make 1000 in a week. You make 1000 in a week when you make 1000 in a week

Jayydeeee
Guest
Jayydeeee

Cant*

Kdawg
Guest
Kdawg

Looks like US market share was 16,489/1,300,895 = 1.27%.

It’s climbing. Wonder when we will reach 5%.

Don Zenga
Guest
Don Zenga

Of the 16,489 plugins sold, 8,364 were BEVs which gives it a 51% share. Without split of BMW i3 REX, all are clubbed under BEV. BEVs beating PHVs in a non-quarter end month is a surprise. Thanks to ramp up of Model-3.

In a market where overall sales declined 1.9%, the plugins increased by 37% YoY which is excellent.
And what is even great is that Tesla with its 3 EVs has 27% share in market where 12 automakers are selling nearly 50 plugins. Tesla vehicles also has #1, #4, #8 slots.

Don Zenga
Guest
Don Zenga

So European automakers won’t reveal the plugin sales.
They can specify their plugin sales in each European country, but not in USA.
Why? They lost big time to Tesla.
Never mind, just don’t report their sales if its difficult to get the figures. Let the Americans think that the European plugins don’t sell at all.

Remember BMW’s TV ad for 3 Series Plugin saying ‘No need to wait forever’ in reference to Tesla Model-3.
Model-3 has arrived and even though its not in full production, it could still sell near 2,500 units and take #1 position in the dashboard.

Don Zenga
Guest
Don Zenga

Sales of Prius-H is only 3,889 and that of Prius-P is 2,050 units. So between the 2, The plugin version holds 1/3 share. Whether the dealers are pushing the plugin is not clear because it sells only in the 2,000 range.
In Japan Nissan Note ePower (Hybrid) has outsold Prius for many months. If that model is launched in USA, it can outsell Prius.

And the Prius V has 415 units and Prius C has 716 units. Both these are different vehicles with size and shape being different. Prius V is discontinued with only the inventory being sold.

bernie64
Guest
bernie64

811 batteries are cheaper with more range and ramp up this month. Hyundai group will build batteries for power grids first, then cars. Would you scale up production when you can build the same car cheaper with more range from this month onwards? If I were Musk and Barra I would build compliance cars until I could build with 811 batteries, and then ramp like hell.

Scott Franco
Guest
Scott Franco

Our parking lot, a typical giant silicon valley corporation, now contains both a new Leaf and a Tesla Model 3, so that’s a good sign.

Roy_H
Guest
Roy_H

So what happened with the Honda BEV and the Hyundai Ioniq EV? I though these were both in high demand.

Spoonman.
Guest
Spoonman.

The GLC350e gets a whopping 9 miles AER on the EPA website. Much worse than the comparable Volvo XC60’s 18 miles.

Another stunner, Daimler!

Don Zenga
Guest
Don Zenga

Hyundai Ioniq Hybrid – $22,200 (Cost), 1.6 KWh (Battery Size)
Hyundai Ioniq Plugin – $24,950 (Cost), 8.9 KWh (Battery Size)

So for the extra $2,750, you get a plugin which has an extra 7.3 KWh battery and a 29 mile range. At $200 / KWh, the extra 7.3 KWh battery costs $1,460 and for the plugin, charging, bigger motor, it costs another $1,300.

So why not the other automakers price their plugin at this level of premium.
In fact, a diesel vehicles costs $5,000 more than the gasoline vehicle. For the same $5,000 it should be possible to make a plugin with at least 20 mile range.
And the plugins not only offer near 50 MPG, but also some distance on electricity which is much cheaper.

Dave
Guest
Dave

Minor comment: Given “Mercedes-Benz at 359 deliveries”, I think the Mercedes GLE 550e sold 40 in February, not 70.