February 2019 U.S. Plug-In EV Sales Report Card

MAR 4 2019 BY STEVEN LOVEDAY 148

As we head into February, let’s take a look at how EV sales are moving along in the U.S.

February marks the 41st month of consecutive year-over-year monthly sales gains for plug-in vehicles.

Each month InsideEVs tracks all plug-in EV sales/deliveries for the United States by automaker. While January showed notable year-over-year growth, deliveries were down as expected. We anticipate much the same situation this February 2019.

More Info: Updated deep dive into our estimates and methodology

If history repeats itself (and we believe it will), February sales will be way down as compared to the last several months, though potentially up slightly from January. Early months have never been so hot for EV sales. However, there are many variables involved. We are first to admit that as any year wears on, we get a better grasp of the situation. However, early in the year, we don’t have a solid idea how things might pan out. This year the variables are even greater since the Tesla Model 3 has now made its way overseas.

Thus, we continue to streamline our sales reporting processes. Over the course of this first quarter, we’ll work to get a solid grasp of the situation and adapt as expected. Please continue to bear with us as we work hard to sort it all out and transition as needed.

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

An estimated 361,307 plug-in electric vehicles were delivered in the U.S. in 2018. Of course, we expect that number to rise in 2019. However, as stated above, the first several months of 2019 (like that of 2018) may leave us a bit uneasy. The Model 3 pulled an exorbitant amount of weight in 2018. But sadly (although expectedly), it has left us for overseas markets. With that being said, we should be happy for Tesla’s global presence, but we should also realize that overall U.S. monthly sales figures will be down month-over-month, especially during the first few months of each quarter.

Of course, we’ve already dealt with a slew of Tesla haters, stock short sellers, and mainstream media saying Model 3 sales took a massive nosedive from some ~25,000 sold in December to a measly 6,500 in January. But, they’re just looking at U.S. sales and not the bigger picture. Clearly, diminishing demand is not the case, but it’s becoming much more clear that U.S. shoppers were waiting for the $35,000 Standard Model 3, which just launched on February 28. Hopefully, that means sales will rise substantially in March (if Tesla can pull off its four-week or less delivery pursuits), as well as at the end of each subsequent quarter, much like the current situation with Tesla’s Model S and Model X.

In January, almost all newly produced Model 3 sedans were in transit to Europe and China. That continues to be the case in February, even moreso, but at least we’ve reported that those cars are now arriving regularly overseas and being delivered abroad. Still, there were some projected 11,000 inventory cars awaiting delivery on our shores, 6,500 of which we estimate were delivered in January. Our research suggests Tesla has been delivering the remainder of those models since the first month of the year, in addition to a handful of recently produced product. Fortunately, it appears the automaker planned ahead with the extra inventory to help fill U.S. deliveries while building cars for other markets.

It will take some time for Tesla to streamline its efforts and figure out how to handle global markets with the Model 3, along with the car’s U.S. demand, before this all levels out. So, as we see it, Tesla delivered an estimated:

5,750 Model 3 sedans in the U.S. this February, in addition to some deliveries in Canada and a growing number of cars in Europe and China. So, while Model 3 deliveries in the U.S. are down once again month-over-month, this was reported and anticipated. As far as we can tell, Model 3 deliveries overall on  a global level are impressive to say the least. Moreover, year-over-year sales are up significantly, and that’s the metric the rest of the automotive industry focuses on when reporting growth.

Our U.S. Model S and X estimates stand at 800 and 1,100, respectively.

As we’ve repeatedly informed, GM has decided to discontinue monthly sales reporting, so we provide you with estimates each month and then reconcile (if needed) at the end of each quarter.

Based on our data collection, GM delivered 1,225 Bolt EVs and just 615 Volts in the U.S. in February 2019.

Nissan LEAF sales for the month of January were down from prior months, but way up year-over-year. 2018 was an interesting situation since 2018 U.S. LEAF production was delayed as the upcoming car was just coming to market. Looking back historically, Nissan sold 772 LEAFs in January 2017 in the U.S., and 775 in January 2016. So, the month’s numbers were not far off. Moving into February sales are suffering again:

The automaker reported deliveries of a just 654 LEAFs in the U.S. last month.

The Toyota Prius Prime has continued to make waves in the PHEV department in terms of overall U.S. EV sales. However, numbers are still down compared to last year. But, of course, Toyota seems saddened by the Clarity PHEV topping its Prius Prime sales. So, it joins other automakers in not reporting splits. All we know for sure is Toyota delivered 3,661 Prius vehicles. Yet another sad day for EV sales.

All we can provide you at this point is a decent estimate with no prior research. We assume about 1,205 Primes were sold in the U.S. in February 2019. We can safely project that launching the Corolla Hybrid made some impact. 

The Honda Clarity Plug-in Hybrid kicked it up a notch in 2018. It was the best-selling plug-in hybrid vehicle on our shores in October and December, thus giving the Toyota Prius Prime some real competition. In January 2019, the Clarity continued to prevail. Moving forward to this February, results are a wee bit more promising, since Honda reported selling 10 more vehicles from the Clarity family than it did in January.

Honda Clarity deliveries in the U.S. in February amounted to a reported 1,281, according to the automaker. According to Honda’s report to InsideEVs, total Clarity PHEV deliveries hit 1,213 in the U.S. this February.

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

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

  1. How will overseas deliveries continue to impact Tesla Model 3 U.S. deliveries? (As expected, Tesla is delivering most Model 3 vehicles overseas, though some previous inventory, along with a handful of new builds seem to be arriving in U.S. driveways.)
  2. How is the U.S. federal EV tax credit affecting Model S and Model X sales? (Sales are somewhat stagnant as expected, but in the first two months of any quarter, Tesla is shipping its vehicles to global markets. This is not much different from past situations.)
  3. Will the Honda Clarity Plug-in Hybrid continue to top the Toyota Prius Prime as the U.S. PHEV sales leader? (It seems so, but we’re in the process of reaching out to Toyota for official Prime numbers. Meanwhile, Honda has shared with us that it sold 1,213 Clarity PHEVs last month.)
  4. How did Chevrolet Volt sales work out in the car’s final month of production? (Not well.)
  5. GM increased Chevrolet Bolt EV production to increase inventory. Has it helped sales? (Not to any significant degree. But, our estimates show 1,225 Bolt EVs delivered in the U.S. in February, which is respectable for sure.)
  6. How will the  2019 Nissan LEAF Plus (e-plus) impact Nissan LEAF U.S. deliveries? (Very much, as shown by diminishing LEAF sales.)
  7. Has Jaguar found success with another notable increase in U.S.-based I-Pace sales? (Not really.)

Also of note this February:

  • Toyota reported delivering just 94 Mirai vehicles in February.
  • According to Honda, it didn’t sell any Clarity FCEVs last month.

Last update: March 4, 2019 @ 3:50 PM 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. To further clarify, pre-orders, pre-sales, deposits, reservations, etc. don’t count as sold or delivered.

*On year-over-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 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).

***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)


UPDATE: Beginning in 2019, we’re archiving our model recaps page and will no longer update it. We’ve found that much of the information no longer applies going forward, and very few people seem to be visiting the page. Additionally, the most pertinent information about top-selling models is always present in our monthly report card, as substantiated above. We’ve also moved to publishing several sales reports each month with information pertaining to multiple models in the U.S., as well as abroad.

To view our Archived 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.


2019 Monthly Sales Chart

2019 U.S. EV SALESJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECTOTAL
Tesla Model 36500575012,250
Honda Clarity PHEV119212132,405
Toyota Prius Prime*112312052,328
Chevrolet Bolt EV92512252,150
Tesla Model X95011002,050
Tesla Model S8758001,675
Nissan LEAF  7176541,371
Chevrolet Volt*6756151,290
Ford Fusion Energi5575731,130
Chrysler Pacifica Hybrid**4365891,025
BMW 530e*376414790
Kia Niro PHEV*279505784
BMW i3 (BEV + REx)  255350605
BMW 330e*216185401
Jaguar I-Pace  210186396
Audi A3 Sportback e-tron*175210385
Porsche Panamera E-Hybrid*150160310
Mitsubishi Outlander PHEV133157290
Mercedes C350e*140145285
Volkswagen e-Golf  164118282
Volvo XC90 T8 PHEV*95105200
Volvo XC60 PHEV*90100190
Mercedes GLE 550e*9295187
Porsche Cayenne S-E*6595160
Fiat 500e**  7287159
Mercedes GLC 350e*7472146
Honda Clarity BEV  7868146
smart ED  8358141
Hyundai IONIQ PHEV*7354127
Mini Countryman SE PHEV*5063113
BMWX5 xDrive 40e*7138109
Volvo S90 T8 PHEV*354580
Hyundai Sonata PHEV*47175
BMW i8234770
Hyundai IONIQ EV343266
Kia Optima PHEV*301141
BMW 740e*61420
Mercedes S550e*81018
Hyundai Kona Electric*01616
Cadillac CT6 PHEV*819
Mercedes B250e  123
Kia Soul EV011
Ford C-Max Energi000
Ford Focus Electric  000
2019 U.S. Sales Totals17,04017,239000000000034,279
2018 U.S. Sales Totals12,00916,84526,44319,62324,30725,02929,59836,34744,54434,07442,58849,900361,307
2019 Worldwide Sales*
2018 Worldwide Sales*82,00081,000141,000128,450159,346160,894144,975175,362206,500214,800237,553286,3672,018,247

Above – 2019 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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148 Comments on "February 2019 U.S. Plug-In EV Sales Report Card"

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Looks like February’s total will only match the 2018 February total.

That might be optimistic. We might have our first month of sales down year to year after 41 months.

Bit premature leading the story with February “will” mark then.

Especially so having to rely on Ford to pull a rabbit out of the hat to make it happen.

Disappointments abound. Bolt, leaf. Outlander.

I wouldn’t call 371 cars a rabbit – more like a piece of lint

It will be REALLY close…….With the Leaf extended range and release of Model 3 $35K — I hope to see a significant rebound in March!

Orders are not equal to deliveries. Rebound is more likely in april imho.

I see at least 800 missing sales at 7 pm. It would be highly unlikely for Feb to be less. So it looks like it will edge it out by a hair.

What’s disappointing is that not a single other maker is making ANY real strides in growing. They are dead men walking.

Honda is advancing…

I’m really looking forward to Mar report card. With strong Osborne effect due to $35K Tesla 3, it will be very lop sided “interesting”.

Releasing a new product is not the Osborne effect. Saying you will be releasing a new product is the Osborne effect.

$35K Tesla 3 won’t be delivered for 4 to 6 weeks, so it’s not “released” yet.

I doubt that there are going to be a lot of $35k base models sold in the US for a couple months, maybe even 4 or 5 months. Who you going to build a 3 for, a European who is paying through the nose for a heavily optioned up 3 that gives Tesla a large profit margin, or for an American who is paying just $35k for a base model 3 which, though profitable, is not as profitable as the optioned up 3’s being sold in Europe and China?
Worldwide Tesla sales are going to be great for Tesla Q1 and Q2 2019. Q1 sales in the US are going to blow, and it is possible that Q2 sales won’t be much better. Tesla needs to go where the money is.

Car sales are always measured vs previous year same period, so Model 3 US sales in Q1 will be excellent. Up some 300%

I hear you, but I think a lot of us have gotten spoiled by Tesla of late. They have been just crushing the competition and I had hoped that the Q1 2019 numbers would not have fallen as far from Q4 2018 as they did. Tesla averaged 20,000+ 3’s sold each month in Q4 of 2018, and they sold 6500 and 5750 in January and February of 2019.
YoY is the right way to look at the numbers, but dropping to less than 33% of the previous quarters US sales rate is disappointing.

I suspect Tesla will still sell some 60,000-80,000 Model 3 cars in Q1, just most from Jan and Feb went overseas. Remember, figures here are for US only, not the up to 2000 per ship once or twice per week from San Francisco.

There are probably going to be huge deliveries in Mar in US. Looking at standard cars should be delivered this month and attention shifted back to the US, I imagine volume will be very high.

This will be an exception quarter – given the number of cars in transit, the number of completed sales will be abnormally low. Going forward, they will settle into the numbers you suggest.

Two factors are affecting Tesla’s January and February Model 3 sales:

1. The normal drop in car sales in winter months

2. Tesla shifting so much of the production to oversea sales

Given those factors, every informed industry watcher should have expected a significant drop from Q4 2018 figures. *I* certainly did!

Winter weather was a clear factor for February from the mid-west to the east-coast.

It would be interesting to see EV sales as a percentage of all car sales to judge whether there is an improvement.

Don’t just write “January”, it sounds like you’re talking about any January. You should say “the January”.

Careful. You will be branded a hater.

Do you really think so?
Year over year variance are indeed important but forgetting the quarter over quarter variance is just silly. More when it’s about a product that was barely being sold.

There is nothing wrong with looking at quarter-to-quarter production and sales, so long as we keep in mind that automobile sales are highly seasonal, for multiple reasons.

For example, serial Tesla bashers are making much of the fact that Tesla’s January and February sales are down significantly as compared to November and December sales. But that is perfectly normal in automobile sales; in fact, it would be astounding if it wasn’t the case.

So long as we all understand the realities of the automotive market, then we can have a meaningful discussion of quarter-to-quarter sales/ production results. But since there are a lot of people who read InsideEVs only casually, and since there are, sadly, a lot of anti-EV (and anti-Tesla) trolls ready to pounce on anything that appears negative even when it’s normal, then sticking to year-by-year comparisons is probably a good idea.

You can look at quarter to quarter, but not in this case as they started international sales in Q1, so US sales will be limited because of it and given mad rush to maximize tax credit. Look at Q1 production figures, sure, or international sales and see how they compare to Q4 last year, but don’t look at Q1 US sales and compare to Q4 as they aren’t comparable.

“I doubt that there are going to be a lot of $35k base models sold in the US for a couple months”

I don’t mean there will be lots of Tesla 3 sales. I mean all the people not buying other EV while waiting for Tesla 3. Some EV sales could drop to almost zero.

Before the annocement of the 35,000 TM3 being available in the US in 2-4 weeks I would have completely agree with you Ziv. Tesla will focus on Europe and China for the 1st and 2nd quarter. Although with the $35,000 TM3 possibly one line will be dedicated to the $35,000 TM3 while the other line is for Europe and China, Either way I think 1st quarter US sales or TM3 are low.
If I’m correct because someone here said there were two lines producing the TM3.

From their website:
“Estimated Delivery: 2-4 weeks
Due Today$2,500”

Thank you! It’s amazing how the term “Osborne effect” gets so over-used. People using the term should read about what it actually means.

In particular, the Osborne effect does not affect other companies’ products! That’s just normal, everyday competition.

https://en.wikipedia.org/wiki/Osborne_effect

It’s amazing that you got (as I write this) -3 down-votes. Invincible ignorance? 🙄

“Invincible ignorance” and the legendary Osborne bat head removal, can bite both ways.

http://loudwire.com/ozzy-osbourne-selling-plush-bat-bat-biting-anniversary/

I’m surprised only 3 down votes. I normally get far more down votes. That’s how people show their love of my comments. Show me the love, down vote away to your heart’s content.

The year over year monthly increase might have just ended. It’s gonna be close. A lot of disruption out there which translates I hope into big numbers to follow.

Kudos to Steven Loveday and Wade Malone @ InsideEVs for their diligence in this reporting. Though Steven makes several disclaimers on February’s report, it just shows their integrity. I am constantly reading EV articles dealing with US sales that repeatedly reference InsideEVs as their source of data. You still are the gold standard.

Hear, hear!

Bloomberg just made a massive adjustment to their Model 3 tracker. No reported change in the statistical model. Seems awfully fishy that it updates within hours of InsideEVs numbers.

Yeah, almost like it wasn’t a coincidence. 😉

The weekly figure is very misleading there, it is a 13 week moving average, so it is saying they have produced on average 5,564 cars per week for 13 weeks. That is about 72,000 per quarter rate. This is fairly close to estimates I have seen of battery packs rolling out 6,000 per week since mid Nov.

Assuming they didn’t shut down for standard model production switchover they easily could have shipped up to 32,000 cars overseas with many still in transit after the 12,000 they sold here. I suspect production will be accelerated this month as well. They say they can support up to 7,000 per week through their factory, so I suspect the number could be over 20,000, but really don’t know. Just speculating.

To add to this, it looks like at least 15 roro ships have left or leaving soon from SFO since Jan (Tosca is supposed to arrive Mar 5th). These can hold up to 5,000 cars each or more, but I think they have been around 1,500 to 2,000. Easily around 24,000 to 30,000 cars shipped, could be a lot more. I suspect almost all cars from March will go to US.

Well said! 🙂

It’s good that Steven always puts in disclaimers about InsideEVs estimates of Tesla sales being just that, but IEVs’ figures are far more accurate than you’ll find anywhere else outside Tesla’s internal figures.

In fact, I always get a chuckle over how so many comments on Reeking Alpha slam InsideEVs for its Tesla sales estimates. What they really don’t like is that InsideEVs gives away, for free, more accurate info than some self-appointed “analysts” want to include in their own private, subscription-only newsletters!

We won’t officially know if the Feb ’19 numbers were better or worse than Feb ’18 until April, when GM announces official quarterly sales of the Volt and Bolt. Especially if the YoY sales estimates are close.

The Toyota Prius Prime PHEV has been surpassed in sales by the Honda Clarity PHEV for the last consecutive three months.

The Helpful Honda Folks have demonstrated that they have a PHEV hit on their hands.

It’s going to be bad weather for the next 9 months with the Tesla price drop.
The Prime and Clarity are no longer in the running now.

Better economy and reliability with the Tesla vs. the Prime, and the Clarity? With the Tesla you don’t need a gas engine at all, with the Tesla network, and get more performance and economy.

All those filers using the short form just got an MSRP price cut to buy a Tesla.

I wouldn’t count the Clarity PHEV out. Not everyone is going to want a Tesla car, and not everyone would rather have a BEV than a PHEV, especially not when the PHEV has an EPA rated electric range of nearly 50 miles.

Now that GM is no longer making the Volt, I expect sales of the Clarity PHEV to go even higher… that is, if Honda is able and willing to make more.

I don’t really think the base Tesla 3 and Clarity are at price parity. Tesla only sells at MSRP, right? And +$1,500 for any color other than black, plus $3k for any sort of cruise control and lane keeping. Both those are included on every Clarity and Honda has incentives as well. So I still see almost an $8,000 difference there, plus $3,750 more in tax credits (due to Tesla phase-out) for many folks.

On one hand, people who have been buying $40-60k cars previously would call this nearly equal. But for someone who has been buying cars in the $25k range, $5k or more is a big difference, enough to eliminate some cars from consideration.

Agreed, they are not anywhere near price parity. Having non-black int/ext & normal looking wheels is a $4k-$5k addon for M3. All that and more is standard on Clarity, plus federal/state incentives place it at about $23k, or $27k with leather.

If you prefer PHEV for long trips or a big car, the Clarity is a good deal.

Completely different size car. Model 3 is BMW 3, Corolla, Civic sized. Also the standard models seem to lack navigation traffic, and without Google Maps/Waze On the main screen that’s a big drawback.

Better economy and reliability with the Tesla vs. the Prime, and the Clarity? Sure, fuel economy is better, but I guess Tesla is no where close to Honda, or Toyota reliability.

I also don’t think the customers that bought the Clarity, or Prime would have bought the base Model 3. On the other hand, the base Model 3 might help Tesla keep up at least some of the momentum they had the last halve of 2018. It’s still the main driver for US EV sales and the drop from 20k, or more to 5-7k is really noticeable (we almost had our first month with no sales improvement).

>> Better economy and reliability with the Tesla vs. the Prime, and the Clarity? Sure, fuel economy is better

Don’t mix up range with efficiency. Electricity consumption-rating tells the real story:

25 kWh/100 mi = Prius Prime

26 kWh/100 mi = Model 3 long-range

27 kWh/100 mi = Model 3 mid-range

29 kWh/100 mi = Model 3 AWD

You ignored the fact that Model-3 is a 5 seater and can sprint from 0-60 in 5.6 seconds while Prius plugin can seat only 4 and is much slower.
Of late, Tesla increased the range on Model-3 LR from 310 to 325 miles which makes it 142 MPGe. (33 KWh in 1 gallon of gas times 4.3 miles/KWh).

https://insideevs.com/tesla-unleash-model-3-battery-pack/

The Prime is still the most affordable liftback-style Prius you can buy if you can use the full tax credit, IINM. The Prime is also rated 5/5, much better than average, on reliability, which is better than Tesla or Honda. So, there’s still going to be demand for the Prime. It doesn’t compete much with Model 3.

There will be opportunity for Prius going forward. Toyota is already working on their all-electric reliability. Prime is demonstrating battery-pack confidence and Mirai uses a 151 hp traction-motor that would be really sweet for an EV model of Prius. It’s basically just a matter of reaching a tipping-point with cost of cells, the rest is being established now.

Yep. All the people talking about Toyota being left behind are not paying attention to Toyota’s actions.

It will be a no-brainer for them to engineer and build a rock-solid EV when they decide the time is right.

Though, I will admit that Toyota did get caught with their pants down a bit when it comes to their luxury division, Lexus, which is getting trounced by Tesla. Toyota has taken the practical route on affordable EVs, but totally missed the fact that big battery EVs are already a great fit in the sport-luxury segment, where customers are already used to paying high prices for performance and luxury.

The Clarity is ugly, butt the Prime is even uglier. Then again, if someone is seriously cross shopping a Clarity and Prime, they probably don’t give a crap about styling.

Based on these estimates, it seems the Model 3 passed by a nose the Chevy Volt as the all-time best selling plug-in car in the U.S.

Using previous cumulative sales reports by InsideEVs the Model 3 has sold 153,796 units since inception while Volt sales totaled 153,431. Considering the lastest sales figures are estimates there is enough margin of error to call it a tie. Can you guys at InsideEVs confirm?

Good catch. Kinda sad that it happens just as Volt production is terminated. I garage both of these PEVs side by side. The Volt was and is an awesome EREV. Real shame to see it go. The Model 3 is the future. It is already pushing the bar forward for many arriving EVs. The challenge is set for others to follow. Here is to hoping they do and the global market races forward to be electric.

That would make a nice image for Wikipedia, the two best sellin plug-in cars in US history side by side. If you can share that picture let us know, I would use it in the article “Plug-in electric vehicles in the US”

Will shoot something out tomorrow. Currently raining and the garage is a mess!

Now, at this Model 3 price point, it’s clear the decision to kill the Volt was a good one for GM. Volt sales would never be able to challenge the new priced Model 3.

I wonder if GM got advanced notice this was coming.
At this price point maybe Ford was precent when they cut the CMax.

GM knew an entire decade ago, back when Volt was still just being designed. Proof of that is the goal they set for pricing “nicely under $30,000”. The reason for that goal was obvious even way back then. To be competitive with traditional vehicles, it had to be priced similarly. GM saw the challenge Toyota, Ford, and Honda had with the “hybrid premium” obstacle for sales. Reaching mainstream consumers meant the hybrid system had to cost minimized, since most shoppers expected to break even. Sadly, that return on investment puts zero value on environment benefit. But that is the reality of the market. GM failing to minimize cost enough to reach that goal became a very real problem when Nissan aimed for the same target and came mighty close, then Toyota actually delivered. Following that came Hyundai striving for that too. They all knew how important affordability would be without tax-credits. GM deciding to abandon PHEV in favor of EV was obvious even before rollout. Emphasis on range, rather than being affordable, made that change of purpose all too clear. Notice how Cruze & Equinox got diesel rollouts instead of adopting the technology used by Volt? Adding Trax & Blazer… Read more »

$30,000 in 2007 is $37,200 today. The Volt easily beats that at $33.5K, as well as the Bolt EV at $36.5k. And the Volt is profitable whereas Toyota is losing $ on every PP. It took Toyota 17 years to make a profit on the plain old Prius. Now they can’t sell them, have canceled flavors of it, and lose money on the plug in version. That’s what happens when you have innovator’s dilemma and ignore the market/technology trends. But you keep drinking whatever it is that makes you think Toyota’s #$@! don’t stink. It’s sad to watch really.

If “affordability” is the key, then why does the Prius Prime keep losing to the significantly-more-expensive Clarity PHEV in sales volume?

The primary problem with the Volt was the badge on it. The less-expensive and less-capable Ford Energi PHEVs had significantly fewer sales than the Volt because no one is picking a Ford over a Chevy based on perceived brand quality; the cars were evaluated strictly on their own merits, and the Volt won. The Prime enjoyed that brand advantage for a time, and was able to reap significantly higher sales in the same niche previously occupied by the low-cost, low-range Fords… but now that Honda has a more-capable entry in the market, the Prime can’t just coast on a badge and is now losing consistently.

>> If “affordability” is the key, then why does the Prius Prime keep losing to the significantly-more-expensive Clarity PHEV in sales volume?

Early-Adopter sales… those subsidized by tax-credits …are not how you measure success. It’s what happens after that stage, since that is when each plug-in faces their true competition. Clarity must compete with other Hondas on the dealers showroom floor, as Prius Prime must with other Toyotas.

Anyone who thinks plug-in vehicles will compete with each other is out of touch with how brand loyal the typical buyer is. If there is any type of cross-shopping, it will likely be for a bargain on used traditional vehicle. In other words, you must look beyond “EV market” short-sightedness. That demand is just low-hanging fruit.

The reality of high-volume profitable sales which can be sustained for years to come will most definitively rely upon affordability. Appealing to ordinary consumers depends upon it.

The Prime is still being subsidized by tax credits, significantly so; the Prime is cheaper post-subsidy than the non-plugin Prius.

And if you believe that plug-in vehicles “don’t compete with each other,” why are you constantly crowing about the failure of the Volt and Toyota’s amazing genius of the Prime?

Your entire defense of the Prime requires the reader to pretend that the Ford Energi line never existed. Ford had Toyota’s Prius Prime strategy 5 years before Toyota deployed it.

“Anyone who thinks plug-in vehicles will compete with each other is out of touch with how brand loyal the typical buyer is.”
———–
You’re talking about yourself. Yes, there are a lot of blindly loyal Prius fans, but that doesn’t reflect the majority of shoppers looking at cars/sedans/SUVs/CUVs. Trucks are a different animal.

Looks like Leaf. If it doesn’t have Tesla badge, it won’t sell, especially if 0-60 MPH time is more than 5 seconds at $40K.

I like it!

That’s the SEAT El Born concept. While officially it’s only a concept for the upcoming Geneva show, from the specs they released it’s pretty much guaranteed to be the production version — a VW MEB platform car, SEAT’s equivalent of the ID Neo.
As per usual for SEATs, it should be slightly cheaper for the same specs, more stylish and a bit sportier than the equivalent VW, though with less comfort features.

@STEVEN LOVEDAY
Hyundai Kona EV* needs a missing battery symbol on the Monthly Sales Chart to signify it is a BEV vehicle.

Only 3661 Prius were sold in February, total!? That seems crazy to me. That’s the standard bearer of Hybrids, is it not? Does any plugless hybrid sell better than it? I’d be interested in being kept updated on that (or whatever the best selling plugless-hybrid is), much like we’re kept updated on the Mirai.

Seems to be the highest selling hybrid, but from last month is about a drop in half. Toyota’s chart shows hybrid vehicles sales. Both Prius and Rav4 hybrid dropped significantly, however all other hybrid models increased in sales (not including less than 100 unit selling models). The Rav4 hybrid is new this year and the Corolla hybrid is too. That would help explain the drop in sales of these two models, since the new Corolla and Rav4 are better options than the Prius and just rolling out. Of course there are other options in the market, but among Toyota buyers it makes sense to see the new models.

The Toyota Camry Hybrid and RAV Hydrid both use newer hybrid tech than the Prius, namely the 2.0 liter Dynamic Force next generation ICE that is much more powerful than the anemic 1.8 liter ICE found in the Prius. The Camry Hybrid gets practically the same MPG rating as the Prius, but is quicker and more powerful.

In the US for 2018, the Prius Hybrid sedan (excluding the Prius Prime) sold 49,534 units, while the RAV4 Hybrid sold 48,124 units.

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

Do Not Read Between The Lines

The Prius is cheaper, however.
But Corolla Hybrid is coming to the USA. I suspect the Prius will be limited to AWD and Prime, and then killed for the next gen because Toyota will have hybridized everything and released BEVs, and the Prius won’t have a reason to exist any more. The Prius has no cache any more, sales have completely collapsed in the USA, and significantly declined in Japan, so why bother with a separate model?

Prius is a hatchback and a plug-in. There is no reason it cannot continue that way. As for having “collapsed”, it is still outselling most plug-ins, despite not having any tax-credits. Don’t lose perspective on the mainstream market.

But we cannot compare plugless car like Prius hybrid with plugin car. Plugins MPGe is normally 120+ which is still 2.5 times that of Prius hybrid.

Corolla Hybrid is priced at a hefty $22,950 and it will take 12 years to get the ROI compared to base trim L although the hybrid version has many extra features.

By all means, it makes sense to pay an extra $820 and get the Prius which has 118 cu. ft. of interior space which is 15 more than Corolla Hybrid and also Prius is a hatchback, so you can load many boxy items and I have seen a person driving Prius with a small canoe which stretches from his dashboard all the way to be back of the trunk with the hatch door open.

But Toyota is not interested in selling the Prius, otherwise its sales wont dwindle from 10,000+ to 2,000 range.
Lets see the sales of 2019 model with modified grill in the next few months. If its sales continue at 2,000 units/month, we have to get sceptical.

Its competitor Ioniq is another car sold in limited volume, its price is much lower and its interior space and mileage are much higher.

The Corolla has a “secret” feature, massive rear legroom. I rode in one to the airport, very roomy. It has more legroom than Lexus ES or LS. Looks cheap, but it’s spacious. For people who use the back seat that’s beneficial. Prius has a typically small rear seat space.

It is among big cars in this aspect.

https://www.autobytel.com/car-buying-guides/features/10-cars-with-big-back-seats-131489/#

“Only 3661 Prius were sold in February, total!? That seems crazy to me.”

Keep in mind this chart is U.S. sales only, and the Prius is sold worldwide.

Do Not Read Between The Lines

Japan is the biggest market, but it’s declined significantly there as well, as customers have shifted to other hybrids.

Yes, but Prius is still a top 10 selling car in Japan.

Prius supply is basically non-existent still. Keep in mind that the mid-cycle refresh (that new exterior look) is only just being rolled out now. You can’t purchase what isn’t readily available yet.

Is the hype for Jaguar I-Pace over? It’s a nice looking car and well packaged all around, I hope Jaguar can do well with I-Pace.

Their sales is dismal. 129 in Feb. It does not bode well for Mercedes EQC and Audi E-Tron. I am guessing they’ll probably sell around the same number of cars. With the lower price for Model S and X and also without a Supercharge network and very choppy DCFC, I do not know why anyone would buy an I-Pace.

I get the impression it is doing better in Europe than here.

Yup. More ipace sold in Norway(population 6m) in feb. than US (pop 330m)

Norway’s populus is full-in EV’s. They are probably about 3-4 years ahead of places like California. Also cheap electricity from hydro and a very good 3rd party DCFC network makes I-pace and others a good option. Not so in U.S., not even in California.

Thank YOU! I’ve been echoing your point regarding the Supercharging network. It doesn’t make any sense to me, either.

U.S. sales of the I-Pace are dismal? Okay, but is that due to lack of demand, or lack of supply? Just what is Jaguar’s planned annual production for the I-Pace?

They sold 129 in February and there are 618 available on dealer lots nationwide so I don’t think it’s a supply or a production issue. That’s a pretty long inventory which means that production exceeded sales by quite a bit.

How disappointing! (And thanks for the figures, Dante.)

There has been a lot of praise for the car, so I’m surprised it’s not selling as it could. Are Jaguar dealerships sabotaging sales of the car, or is there really not that much interest from potential buyers?

Tesla’s regional distribution model creates a sales pattern like this:
3rd month of quarter > 2nd month of quarter > 1st month of quarter
This has been a solid pattern for years with few exceptions.

Feb 2019: 2 of 3 models see declines from 1st month to 2nd month

Queue the excuses…

1st and 2nd month are shipping long distances and usually fairly similar, 3rd month is local US. Wait until end of quarter when we get international figure.

It is likely that a lot of Tesla’s U.S. sales in the 4th quarter were pulled forward due to the incentive phase out. Most people who wanted a Tesla that might have waited into at least early 2019, pulled the trigger earlier to get the full $7,500 credit at the end of 2018. International sales have helped them avoid a likely U.S. sales hangover in Q1. The release of the lower price variants should help U.S. demand recover moving forward. Between the lower margins from the lower price vehicles and the higher costs of starting Model 3 international sales, it makes sense that they aren’t projecting Q1 profits. Theoretically, the impacts of that sales hangover in the U.S. should ease over time and the one time start up costs abroad should also fade since they have already opened the biggest markets.

2019 Toyota RAV4 EV?!?

Did anyone take a close look at Toyota’s February 2019 Sales Chart? Toyota used to report hybrid sales of only select hybrid models (ie: omitting Camry hybrid sales for instance), and would breakout the sales of different Prius variants such as the Prius Prime.

For February 2019, Toyota now reports hybrid sales for every single Toyota and Lexus hybrid nameplate it sells, but no longer breaks down Prius sales for the different variants it sells such as the Prius Prime. But here’s the strange part. In that seperate hybrid section (at the bottom) there is now a line for a Toyota RAV4 EV!!! Is this an artifact from an old internal Toyota database from when Toyota once sold the RAV4 EV, or is it a future BEV model that will soon debut, perhaps at the upcoming 2019 NY Autoshow? 🤔

@Stephen Loveday & Wade Malone
Can you reach out to Toyota and ask them about this mysterious RAV4 EV? And while you’re at it, you might as well ask them for a Prius Prime sales figure.

Toyota February 2019 Sales Chart
https://corporatenews.pressroom.toyota.com/releases/february+2019+tmna+sales+chart.download

Toyota January 2019 Sales Chart
https://corporatenews.pressroom.toyota.com/releases/january+2019+sales+chart.download

Interesting, I suspect the traditional non plug in Prius will be discontinued in the US, replaced by Camry and Corolla. Total combined Prius sales this month are less than traditional Prius sales were same month last year. It also makes me wonder if they actually want to sell the Prime, or just sell enough for compliance reasons?

Do Not Read Between The Lines

They’ve brought the Prius AWD over, finally, and I think they’ll keep that.

That is a reasonable move. People will be looking for an affordable efficiency vehicle that offers AWD. The step up to RAV4 hybrid isn’t in the same pricing category.

Well, here’s an interesting way to look at it. The Corolla hybrid that just came out doesn’t list any sales for last year (because it didn’t exist). It’s a total blank. But for the Rav 4 EV it lists 0 sales. So, there is at least a number there.

Do Not Read Between The Lines

Why are people downvoting this? Thanks for noting the change. RAV4 EV is an interesting line and would be the obvious vehicle to electrify first.

Good to see the fuller breakdown.
RAV4 Hybrid is low because of the generational changeover.

RAV4-H is priced very affordably and they expect 25% of sales of RAV4 to be Hybrid. So they have big plans on hybrid, but not on plugin.

Evidence is to the contrary. The recent next-gen upgrade of RAV4 positions it well for adding a plug.

Remember what it took to make Prius a plug-in? Adding a one-way clutch was the only change to the functional part. That provided a means of delivering higher speed and more power to the existing setup, which plays a major role toward making it affordable. Sharing a large percentage of the components with the hybrid model, since it can take advantage of economy-of-scale cost reduction. At that point, all you have to do is increase battery-capacity by adding stacks. And of course, including a plug.

So, seeing RAV4 line-up reduce the number of traditional models and increase the number of battery-related choices is quite realistic.

Strange to see lower U.S. Tesla Model 3 sales in February than in January. Last year it was the reverse.

Oh, well. We can be sure that next month’s figures for U.S. sales will be far, far higher!
🙂 🙂 🙂

Model3 Owned- Niro EV TBD -Past-500e and Spark EV,

Went to Europe and China market for their first boluses. Will bump back up with the quarter stretch and report out

Another Euro point of view

5750 Model 3 sold in the US last month.

Anyone volunteers to make a guess of the European sales figure for February for Model 3 ? I will shoot first: between 5’000 and 6’000 units as well.

For China: below 2’000 units.

World: approx. 15’000 units.

Just remember, world deliveries are likely still in transit. I think third ship just arrived in China, so like 6,000 cars depending they still only put 2,000 or less cars on ship. They could easily hit 70,000 sales this quarter assuming they haven’t shut factory for Model 3 standard upgrades.

Another Euro point of view

Yes I agree that only March will give a true picture.

Yup, it’s always that way with Tesla, due to its three-month rotation cycle, shipping in the first month of a quarter to China and other far overseas destinations such as Australia, the second month to Europe, and the third month of the quarter concentrating on domestic deliveries to the U.S./Canada market. The Model 3 has in previous quarters not been as much affected by the three-month rotation because all deliveries were domestic, but now the overseas shipments are affecting Model 3 sales/deliveries too.

So yes, we should wait until the end of a quarter before trying to assess how Tesla’s sales/deliveries are going. And we should most definitely ignore it when serial Tesla bashers try to tell us that demand has “fallen off a cliff” due to lower U.S. sales in the first two months of a quarter.

After IEVs BMW update, there are approximately 700 units separating 2018 and 2019 February results with Ford and MB still out. I never pulled so hard for Ford to have a good month!

The much hyped iPace is not burning it up either. Can you say – no supercharger network?

Do Not Read Between The Lines

iPace is, er, manufacturer constrained, and selling fine elsewhere. Only 1666 per month total available.

Agreed, hard to know how much is production vs demand since it is production limited right now. I suspect Jag will focus on 2nd half of year in the US to take advantage of tax credits.

@STEVEN LOVEDAY
It is great you are tracking the monthly sales in USA and the main markets. Still I would be grateful to have at the end a summary for the month with the sales by countries ( Norway, Netherlands, Sweden, Denmark, Switzerland, UK, France, Germany, Ireland. whole Europe, USA, Canada, Cina, global). There should be YoY growth of PEVs, PEV market share for the month, total PEV sales for the country ( as units), total vehicle sales of the country ( as units). If possible with graphs. This way we could track the progress by countries and compare all of them at one place.

Good luck with that. It takes most of their staff to pull off just the US sales figures. Unless there is a way for them to make a bunch more money to cover the extra staff needed, you’re not likely to see each country’s totals broken out. On occasion there is an article with a single country’s numbers, but EVERY COUNTRY?!?

Yes, there are articles for the single countries and I am missing the information from these single articles summarised in a single table and chart.

ev-sales.blogspot.com

This website needs a refresh with GLOBAL sales also reported on with more then the tangential fervor. I love the site. Need more info on what’s going on overseas with a China division as well as a European division.

There are only so many hours in a day for InsideEVs staff to work. If they tried to cover sales in every region of the world, that would come at the expense of much shallower coverage of the U.S. market.

Jose Pontes’ EV-Sales provides the stats you are asking for, and summaries are presented here regularly.

With the base mod3 hitting the Showrooms ooppps ! mean the online salesi expect the 2nd Qtr to go bonkers for BEVs specially for Tesla.

I can’t imagine the Tesla pricing change will have that much of an affect on demand, but could be wrong. Time will tell.

Making the $35k Model 3 available domestically certainly will increase domestic demand. But since Tesla is production-constrained rather than demand-constrained, and that’s likely to remain the case at least until mid-2021 if not longer, it seems to me the biggest effect of that will be to give Tesla the option to shift more sales to lower-priced domestic sales rather than higher-priced overseas sales.

Not sure why Tesla would want to do that, but it does give them more options to choose from, which is certainly an advantage.

If Tesla was production constrained they wouldn’t slash prices to the point where they’ll lose money and miss Musk’s stated goal of profits every quarter. This is obvious to any rational observer.

Also, Musk said they’d make 70-100k S/X this year. How is 70k production constrained?

“Production constrained”. Yeah. When you are production -constrained you lower prices 3 times in a couple of months and have 2-4 week availability on new variants. The fanbois are losing their mind.

In 2018-02, Tesla sold 4,585 units and last month they sold 7,650 units for a 66% increase. Despite this big increase if the overall sales is low, that means other automakers are cutting down.
Overall vehicle sales without GM/Ford is down 3.3% which means ICE sales is going down.

Housing sales in the States are down a lot too. The economy is not doing good. and everyone is preparing to pay their tax increases.

Toyota discontinues Prius-C hybrid to give way for Corolla hybrid. Earlier they discontinued Prius V wagon.
This leaves Prius with just liftback (hybrid & plugin) versions. Prius sales (both hybrid & plugin) suffered serious declines.
Will Toyota close hybrid version if corolla eats into its sales and leave plugin alone. Or they will close plugin to align with their mantra ‘no need to plugin’ and leave hybrid. Or just close the Prius model altogether.
What a sad state?

Another 713 units and it sounds reachable since Fusion + 4 models of MB is yet to come.
Entire Fiat make including 500 model suffered a 50% sales decrease.
Smart EV is yet to launch MY-2019 and same is the case for Fiat 500e.

Where will Tesla sell 250K Model 3 units/year?

Since they are now shipping to Europe and China, it’s pretty much a guarantee that they’ll sell every single one they can build. There’s easily 200k preorders in those two markets alone, if not more.

If they had anywhere near that much demand overseas they would not have slashed prices last week.

March might still be low and April will explode, due to the tsunami effect of the 35k Model 3.

Seems there is a slight uptick in sales of Clarity, Prius & Bolt. So another 176 units needed from Fusion, C-Max and Focus to = YoY sales.
1 more will make it the 41st consecutive month of sales increase.

What is the status on Honda Clarity FCEV and Hyundai Nexo

Fusion will likely push us over. Focus and C-Max are dead. You may see a sale of 1 or 2 out of old inventory.

numbers look bad … real bad … Bolt outsells all Teslas in Feb. except for Model 3? Wow.

Best Frined should learn math as well as spelling.

@ Steven Loveday
How do you get 41 months. Last time previous year sales was higher is May 2016, so I count 33 months.

Jean-François Morissette

Hey Steven, do you plan to report each trimester if everyone goes this way? It seems to be more and more difficult to get the numbers out…

No data yet about Subaru?

No Land Rover PHEV in the US yet%

I’m very surprised that the January and February U.S. Model 3 sales were as high as they were. Given the push to deliver them by December for the full tax credit, who was buying a Model 3 in January?

While it’s early days yet, and US wheather is not helping sales, I suspect that a significant number of Model3 sold will be for the one up from the basic version. Moreover, adoption of high margin items like driving software and to a lessor extent vehicle colour, will further improve profitability. Critics don’t seem to factor in the cash flow delay between production and delivery of export vehicles or the high margin on the exported models. This latter is self correcting. Also, there seems to be little or no analysis of the economic impact of the steadily increasing use of Tesla’s charging network as the Tesla fleet grows.

Finally, there remains the untapped demand of the right-hand drive counties of the UK/Australia and NZ. Thats 100 million relatively wealthy people with another similar population in Japan.

Tesla’s problems will be its capital needs to grow production. I suspect it’s China factories will be asked to do the heavy lifting.

All the best,

OK so the number is higher than last year (not much but still) and higher than last month, we might hit a wall in march

When do you expect to be in a position to release global figures for January 2019?

Hi, do you know when you will have a wordlwide sales figure for January 2019?