July 2018 Plug-In Electric Vehicle Sales Report Card

AUG 10 2018 BY STEVEN LOVEDAY 110

July was a new breakout month for U.S. electric car sales.

July marks the 34th month of consecutive year-over-year monthly sales gains for plug-in vehicles.

Every month InsideEVs tracks all the plug-in EV sales/deliveries for the United States by automaker and brand. To say that 2018 has been an interesting year would be a massive understatement. January came and put a bit of doubt into many of us, but then, things started to move in a more positive direction. In fact, three of the five best-selling months of all time for electric vehicles have all happened this year. July is sure to make the list and almost certain to top it.

While June didn’t quite reach our estimates, it was still a solid month for the segment. We’ve found that the final month of each quarter tends to net stronger delivery numbers than the previous months, and June was able to prove that true, albeit marginally. Historically, June sales haven’t always exceeded that of May, and when they have, it hasn’t often been by some compelling margin. With that being said, this past June’s results shouldn’t have anyone discouraged. Looking forward, there’s little doubt that July deliveries could pass 30K on the month, which would be about double that of July 2017.

*Based on our estimates, July is already in the third-place spot and we have several automakers that haven’t yet reported sales.

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

  1. July 2018 – 29,514
  2. March 2018 – 26,373
  3. December 2017 – 26,107
  4. June 2018 – 25,019
  5. December 2016 – 24,785

Our assumptions proved very accurate, as an estimated ~153,666 plug-in electric vehicles have been sold in the U.S. in 2018. We had several automakers that didn’t yet report or provide us splits. If and when the official numbers come in, we’ll update our scorecard. September and December will easily knock it out of the park, with the other months achieving impressive numbers along the way. Are we finally at the point that we can confidently say 2018 will eclipse the 300K-mark?

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

According to our research, Tesla’s overall numbers are up significantly for the month of July. It comes as no surprise that the Tesla Model 3 sees high delivery numbers, especially since a long list of cars were already in transit at the end of last month, many were sitting on lots awaiting delivery, and Tesla has continued to ramp up production.

Keep in mind though that there was a brief worker break in early July and Tesla has been shifting some efforts to Model 3 Performance production. Deliveries for those vehicles just began at the end of July. Not to mention a handful of potential deliveries in Canada. Also, being that it’s the first month of the quarter, along with constraints due to increased Model 3 production, we expected Model S and Model X sales in the U.S. to be down or at least flat.

Based on our detailed calculations, we estimate that Tesla delivered a grand total of 16,775 vehicles in the U.S. in July. This breaks down to a whopping 14,250 Model 3 sedans, along with 1,325 Model X SUVs, and 1,200 Model S vehicles.

As far as the Chevrolet Bolt and Volt are concerned, we were very happy to learn last quarter that Wade Malone’s excellent system and hard work paid off. GM announced official quarterly delivery numbers for the first time and his estimates held up. This month, we are back to estimating Chevy’s plug-in figures.

For July, GM delivered an estimated 1,175 Bolt EVs and 1,475 Volts.

Nissan LEAF sales in May were the highest the car has seen since December of 2016. As we expected, June couldn’t stand up to the previous month and July sales dropped further. We can only continue to hope that as the year moves forward, deliveries will grow. However, with the continued criticism of the LEAF’s lack of active thermal management for the battery pack and the prospects of the much-improved 2019 model coming soon, Nissan may have a difficult time in the interim.

The automaker delivered a total of 1,149 LEAF vehicles this July.

The Toyota Prius Prime was due for another huge sales month. The last several have all been solid, but the trend continues to show peaks and valleys (~2,000 – 2,900 – 2,600 – 2,900 – 2,200 …). What story does July tell? It sure would be nice to see another bump up toward the 3K-mark.

Sadly, Prius Prime deliveries are down yet again, at 1,984 for the month of July. However, let’s not be blind to the fact that this is still a fantastic number in comparison to almost all other plug-in models.

Like the LEAF, the Honda Clarity Plug-in Hybrid made great strides in May. It also pulled pretty promising numbers for June.

Based on our estimates, Honda has been able to keep inventory strong, delivering some 1,440 Clarity PHEVs in July.

Looking at all the other models as a whole, we expected numbers to be down about five to seven percent from June sales. Thankfully, sales for some of the above models (and especially Tesla deliveries) worked to offset that and provide us with a surefire record-breaking sales report.

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

  1. How high will Tesla Model 3 U.S. sales soar above all others? (Of course. Tesla delivered an estimated 14,250 Model 3s in the U.S. in July.)
  2. Can Tesla maintain solid U.S. delivery numbers for the Model S and Model X, despite the growing Model 3 production ramp? (According to our estimates, the automaker fared well with U.S. S and X deliveries regardless of the situation. However, numbers are surely down from last year.)
  3. Will Toyota Prius Prime deliveries jump back up after the drop in June? (Nope. Prius Prime sales fell again, down to 1,984 on the month.)
  4. Can the Chevrolet Volt continue to shine and surpass the Chevrolet Bolt EV for overall sales on the year? (Yes. The Volt has now taken the lead over the Bolt EV by an estimated ~250 units for the year as a whole.)
  5. The last four months have looked pretty promising for the 2018 Nissan LEAF. Will it get any better even though many people may be anticipating the upcoming 2019 model? (No. LEAF sales dropped in July to 1,149.)
  6. Honda Clarity Plug-in Hybrid sales have really impressed, especially in the last two months. How many did Honda deliver in July? (Honda sold 1,615 Clarity models in July. However, we don’t yet have the splits between PHEV, BEV, and Fuel Cell. According to our estimates, some 1,440 of these cars are likely of the plug-in hybrid variety.)

Also of note: Toyota sold 137 Mirai vehicles in July.

Last update: August 10, 2018 @  8:45 AM EST

*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 and be in the possession of the consumer.

***InsideEVs’ journalist Wade Malone provided sales estimations and related analysis.


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

2018 Monthly Sales Chart

2018 U.S. EV SALESJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECTOTAL
Tesla Model 31875248538203750600059021425038,082
Toyota Prius Prime 149620502922262629242237198416,239
Tesla Model S80011253375125015202750120012,020
Tesla Model X7009752825102514502550132510,850
Chevrolet Volt*713983178213251675133614759,289
Chevrolet Bolt EV11771424177412751125108311759,033
Honda Clarity PHEV*594881106110491639144514408,109
Nissan LEAF  150895150011711576136711497,808
Ford Fusion Energi6407947827427406045224,824
BMW 530e*2244136895187299425364,051
BMW i3 (BEV + REx)  3826239925034245804643,968
Chrysler Pacifica Hybrid**3754504804256507104503,540
BMWX5 xDrive 40e*2615966275634993214313,298
Mitsubishi Outlander PHEV3003233732732973903502,306
Fiat 500e**  2102352852152502252201,640
Kia Niro PHEV*1552462271202182812251,472
Audi A3 Sportback e-tron*1451992141892672382201,472
Volvo XC60 PHEV*1091551671412142261851,197
Hyundai IONIQ PHEV*221782181802171431801,138
Mercedes C350e*291722081581661761651,074
Porsche Panamera E-Hybrid*12493362751681951,026
BMW 330e*1011422021661501381061,005
Mini Countryman SE PHEV*12710074106163211210991
Kia Soul EV11516315715213357130907
Volkswagen e-Golf  178198164128763218794
Porsche Cayenne S-E*113121197265591215782
Volvo XC90 T8 PHEV*991069390126133115762
Kia Optima PHEV*86103156142988390758
smart ED  849010380110126103696
Honda Clarity BEV203104485237126120690
Mercedes GLE 550e*447018193837585631
Ford C-Max Energi234142105571864566
Ford Focus Electric  707313783885046547
Hyundai Sonata PHEV*52547838676260411
BMW i832394757644572356
Mercedes GLC 350e*55759646660311
Hyundai IONIQ EV493607324735233
Volvo S90 T8 PHEV*27295229303530232
BMW 740e*18233160171640205
Cadillac CT6 PHEV*6241742301826163
Mercedes B250e  4049337300132
Mercedes S550e*13311977858
2018 U.S. Sales Totals12,04916,84526,37319,55624,31025,01929,514153,666
2017 U.S. Sales Totals11,00412,37518,54213,36716,59617,04615,54016,51421,24214,31517,17826,107199,826
2018 Worldwide Sales*82,00081,000141,000128,450159,346157,933749.729

Above – 2018 Monthly Sales Chart For The Major Plug-In Automakers – *Estimated Sales Numbers – Reconciled on Monthly or Quarterly Totals, ** Estimated (Based on State/Rebate Data and other reports), Credit to HybridCars.com for assistance on Hyundai/Kia and some BMW data. BEV models are designated with the icon.


Individual Plug-In Model Sales Recap For Major Models:

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

Nest Generation, 2016 Chevrolet Volt

2017 Chevrolet Volt

Chevrolet Volt:  

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

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

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

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

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

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

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

 

 

Chevrolet Bolt EV sales

Chevrolet Bolt EV

Chevrolet Bolt EV: 

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

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

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

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

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

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

Moving into July, we estimate that GM delivered a total of 1,175 Bolt EVs for the month.

 

 

Nissan LEAF sales

2018 Nissan LEAF

Nissan LEAF:

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

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

Is the new LEAF better?

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

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

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

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

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

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

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

This July, Nissan reports a total of 1,149 LEAFs sold in the U.S., down considerably from last month and down about 10 percent year-over-year.

 

 

Toyota Prius Prime sales

2017 Toyota Prius Prime

Toyota Prius Prime: 

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

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

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

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

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

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

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

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

This brings us to July 2018, and we’re not so happy to report that Toyota sold 1,984 Prime Plug-in models. Nearly 2,000 EVs in a month is still good, but this is the second month in a row that Prime sales have dropped. Let’s hope this trend changes direction as the year moves on.

 

 

BMW i3 sales

BMW i3

BMW i3: 

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

For 2017, BMW i3 sales were a mixed bag.

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

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

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

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

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

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

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

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

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

 

 

Tesla Model S sales

2014 Tesla Model S

Tesla Model S: 

Tesla doesn’t give out exact monthly sales (apparently because the public can’t handle the concept of regional allocations and delivery lead times). For this reason, we never know for sure what the monthly numbers total up to until Tesla’s quarterly (or annual) updates add more clarity. However, we do our best to keep our finger on the pulse of what’s happening.

To come to an estimated monthly number, we don’t simply take the quarterly estimate given by Tesla and divide it by 3 and hope it all works out. This is surely not how it works in the real world. We simply report from the data we accumulate ourselves, including first-hand accounts available from the factory and from the community itself, and the number is what it is (see below).

Revisions/disclaimer to the accuracy of prior estimates: The 2016 Model S chart has been adjusted (via U.S. Q3 data leaked directly from Tesla) by 469 units in Q3, and 525 units in Q4. The 2015 chart was adjusted (one time) by 498 units to compensate for confirmed full-year numbers. The 2014 sales chart was adjusted (one time – again after the end of the full year of estimates) 611 units to compensate for full-year numbers. While past success is no guarantee of future results, InsideEVs is quite proud of its sales tracking for the Model S over the years.

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


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

The name of that priority is Model 3.

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

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

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

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

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

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

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

 

 

Tesla Model X sales

Tesla Model X

Tesla Model X: 

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


Historical accuracy/Sales Update (Oct 11th):

Tesla’s leaked U.S. sales data for Q3 2016 put U.S. deliveries at 5,428. Our own Q3 estimate was 5,800 for North America, which includes Canada (which ended Q3 with 389 registrations for the quarter), meaning 5,787 were actually sold. Though we don’t attest to being experts, we were only off by 13 units in Q3.

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


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

All done? Good … welcome back.

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

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

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

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

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

 

 

Tesla Model 3 sales

Tesla Model 3

Tesla Model 3: 

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

 

 

Chrysler Pacific Hybrid (plug-in) sales

Chrysler Pacific Hybrid (plug-in)

Chrysler Pacifica Hybrid: 

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

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

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

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

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

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

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

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

This July, we estimate Pacifica Hybrid sales are back down again, at 450.

 

 

Ford Fusion Energi sales

Ford Fusion Energi

Ford Fusion Energi: 

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

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

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

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

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

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

 

 

BMW 530e sales

2018 BMW 530e

BMW 530e: 

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

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

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

Our estimates reveal that BMW moved 536 Series plug-ins this July, which is down from the last few months, but still right on target with expectations.

 

 

BMW X5 xDrive40e sales

x5 xDrive40e

BMW X5 xDrive40e: 

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

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

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

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

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

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

 

 

Honda Clarity PHEV

Honda Clarity Plug-In Hybrid: 

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

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

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

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

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

Honda sold 1,615 Clarity models in July. However, we don’t yet have the splits between PHEV, BEV, and Fuel Cell. According to our estimates, some 1,440 of these cars are likely of the plug-in hybrid variety.

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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110 Comments on "July 2018 Plug-In Electric Vehicle Sales Report Card"

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Spoonman.

I tried to buy a Pacifica Hybrid last night – went to the dealership with check in hand – and they said they didn’t have time. Went home and woke up with cold feet; our kids are too young to really get the most out of it and we aren’t sure we could get the full tax credit.

mevp

I really thought the Pacifica Hybrid would be a big hit. Anyone have insight into what’s going on with it? Are they limiting supply?

Spoonman.

Advanced features are at the highest trim level only, which is very expensive. Discounts aren’t great and they don’t include the tax credit in the lease. I don’t think Chrysler dealers know how to treat the more affluent buyers that would be interested in these cars.

Mike

Anecdotally it looks like a combination of limited supply and dealers not keen on selling them. Even the dealer I bought mine from prefers to push any other vehicle. I have yet to hear a Pacifica Hybrid ad on the radio and I hear Outlander PHEV ads all the time. FCA is barely trying to sell them and you have to be an eager buyer to really stick with it and find one for sale.

BoltUp

We would have one, but they told us that a hitch would void warranty, and it would be used to take us to bike races etc. Whilst doing the test drive the sales guy told us that they had been warned not to mention the tax credit and rebate as they foresaw issues with customers who may buy but not have the tax liability.
Sad as we were essentially sold. Bought a Bolt instead which my wife loves, but is not a drive to races car.

Scramjett

That’s disappointing. Was hoping I can get a hitch mounted bike rack!

John Hanna
Oh my goodness folks, it seems everyone is talking their way around the real issue instead of addressing it. Chrysler (or rather Fiat Chrysler; FCA) has no incentive, nor do its dealers, in selling any more Pacificas than they absolutely have to. It’s a token build. They are money-losing at time of sale, and the service expertise isn’t out there to look after the few that are sold. But this is not unique to Fiat Chrysler. It is true for the auto industry with a few exceptions. If you could have bought a BYD Motors EV before tariffs made it prohibitive, you had a shot at an affordable – if drab – plug-in option. But Buffett’s electric car investment project is down 40% YTD in share price. the car won’t get any more interesting, and the trendline is not predictive of BYD being around to service what it sells a year or 2 from now. Simply put, only one auto co. makes a profit today on pure EVs – Tesla ; and that’s the only thing they do sell. TO: Steve Loveday: I encourage you as author of this piece, to reveal to readers what is happening in hard sales… Read more »
Dan B

We have one at work. It’s awesome.

Scramjett

We’ve been looking into it ourselves. The first time was last year after they lifted the recall but we were told it was still under recall. Then last month, it was on recall…again. Something about the cruise control. Then a couple weeks ago, after THAT recall was finished, I went in and after waiting for 45 minutes, I was finally able to get the Costco price sheet and was offered a test drive. It certainly does seem FCA is not terribly enthusiastic about this vehicle. And, as you said in another post, the discounts are pathetic. At the time, the dealer was only offering $2000 rebate and there were no manufacturer rebates. The gas version was seeing “cash” and rebates combined of up to $10,000!

Raymond Ramirez

Try a different dealer or contact Chrysler directly.

David Green

Wow, I nailed Bolt and Volt within 25ea, and within 84 on Prime… Come on Tesla numbers…?

DEE

I’m guessing Teslas total Model S,3,X of around ~14K and all the other manufacters models to total of also ~14K. So the grand total for the month of July ~28K, about ~90% increase over July of 2017 totals…

Vexar

14k for the Tesla Model III alone.

DEE

Still sticking to my ~14K for all other manufactures so Tesla will surpass them all combined! That’s just crazy..

REXisKing

Wow, who would have thought that the less expensive model 3 is selling 10 TIMES MORE volume than the model S. Amazing.

Volt Fan

I did, because the Model 3 cost half as a Model S so it will sell more. Raise the price of the Model 3 and sales will drop.

john1701a

“Sadly, Prius Prime deliveries are down yet again, at 1,984 for the month of July.”

Nothing sad about that. Prior inventory reduction to avoid model-year clearance is good business. Dealers don’t want to get stuck with the older model, especially knowing there will be the middle-cycle update for the regular model. There is the potential for that with the plug-in as well.

Viking79

The sad part is average monthly sales for the regular Prius this year are about 4300/mo, down from 9300/mo in 2015. Prius Prime is selling well enough, but makes me think they only push as many of those as they need for ZEV credits.

Rebel44

Suggestion: please trim production history info for all models (limiting it to the past 2-3 months would be OK)

We don’t need to read that old info for the 15th time…

(⌐■_■) Trollnonymous

“We don’t need to read that old info for the 15th time”

In the world of Statistics, the history shows the “Trend” and there aren’5 15 months shown.

Why do you want to hide that????

Mike

I think he’s talking about the text stuff, not the table.

Rebel44

Correct

Dan B

Keep the chart. Ditch the text.

JJG

A different color or different font for current months comments would be very helpful.

Pushmi-Pullyu

“Tesla delivered an estimated 14,250 Model 3s in the U.S. in July.”

Great Flying Spaghetti Monster! (Bless his noodly appendages!)

I’m absolutely gobsmacked to see this much increase in one month, especially since last month (with an estimated 6062 U.S. deliveries, plus ~2200 to Canada) was end of quarter and Tesla generally pulls out all the stops to maximize deliveries/sales in the last month of a quarter.

Maybe there is something, after all, to all those claims that Tesla was holding back thousands of Model 3’s in order not to cross the threshold of 200,000 U.S. sales?

Go Tesla!

(⌐■_■) Trollnonymous

C’mon man, everyone knows that’s what happened!!!!!

Pushmi-Pullyu

I think you need a few more exclamation points; people may not be sure you actually mean it. 😉

BoltEV (was SparkEV)

14.2K cars sound great until you realize that’s only 3.1K per week. At 5K per week, it should be about 22K cars per month. Sad thing is, even 22K cars/month means almost 2 years to fill existing reservations.

Viking79

We need to know the cars “in transit” to make anything about production numbers. Part of the issue is they went from delivering about 11,000 to about 17,000 cars in one month. That is a bit hard on the delivery team. Likely, their in-transit number of about 11,000 grew larger, not smaller.

Musk said they hit 5000/week several times in July, so I think it is a perfectly sustainable number. Even if they averaged only 3500/week they are still doing quite fine (that represents the entire EV market last year at this time).

It does, but remember many of those reservations are international, for the US the wait won’t be near as long as we seem to be getting priority here. The number of reservations is international. If I wanted an LR model I should still be able to get it this year, although it would be cutting it close now.

Quebec 100% EV

Pushmi-Pullyu – Obviously the 200,000th delivery was going to be timed to occur in early July (in close coordination with the IRS).
You were the only one who kept claiming otherwise on these forums! Quite adamantly I might add 😉

u_serious?

The ugly Prius Prime continues to beat the ButtFugly Bolt………lmao

BenG

I’ve always kinda liked these latest Prius designs, but realized most people did not. To me it seems these days they are starting to fit in a bit better as we see more on the road and the other Toyota and Lexus sporting similar edges becoming more common as well.

When is Toyota going to introduce the replacement for the Prius V? I’d love to see a plug-in version of that to reclaim some of the lost utility of the Prime.

(⌐■_■) Trollnonymous

Almost looks like somebody FATFingered the TM3 numbers with an extra character.
😛

PHEVfan

TM3 for July outsold the ENTIRE month of January this year in the US! Times are a changin’

vdiv

So since Bro is in hiding, let me ask, if Tesla is making 5k or 6k Model 3s a week, 14k is just 3,500. Where are the rest? Canada?

M Hovis

I don’t think either at the moment vdiv, but betting it will be a sustained 5k – 6k by close of September. We will look back years from now and see it as a steady ramp in manufacturing. For now, those of us who watch it like watching grass grow just can’t wait. I know I can’t wait to get my Model 3 in addition to my Chevy Volt. I love the Volt as well as the Bolt. Still, to your point, there is a pretty big gap between 1,175 and 14,250. I think even Bro will give kudos to that. The real trolls will find a way to see 14,250 as disappointing.

Wade Malone

First 4-5 days of July production was briefly halted. Following that, production ramped back up somewhat slowly for the next week. This is typical and we have seen it happen in the past after a shut down.

Our numbers are deliveries not production. We generally see that a car produced in the 3rd or 4th week has a pretty small chance of being delivered by the end of the month.

In addition, 11,000 model 3s in transit is an insanely large number compared to previous months. As a result, we saw many people get their deliveries pushed back several days due to backlog.

Add that to Tesla publically announcing new ways to improve the delivery process and a small number of new VINs registered since mid-june… and we see some result of growing pains as Tesla scales up.

Hence our estimates. 🙂

But the improvements to the delivery process are ongoing! There are worse problems to have than overwhelming demand.

vdiv

Thanks, that makes sense. 🙂

Pushmi-Pullyu

“There are worse problems to have than overwhelming demand.”

Yeah, Tesla is “Crying all the way to the bank” in not being able to keep up with demand. 😉

ROFLOL

Bro in hiding? Kinda Wierd! ROFLOL!

Nix

Yea bro “Kinda Wierd” thing is obvious

antrik

You forgot the extra blank between “kind” and “a”.

Pushmi-Pullyu

Tesla making ~3500 Model 3’s per week is exactly the estimate that we’ve seen several places. Dunno if that comes from the (not very accurate) Bloomberg production tracker or not.

You didn’t really think that Tesla was going to sustain the 5000 per week that they almost managed to hit by pulling out all the stops at the end of Q2, did you? Tesla never sustains these week-ending-the-quarter production runs.

antrik

They claim they hit 5000/week several times in July… Though clearly with gaps in between. According to Bloomberg tracker, they did close to 4000/week on average — which is incidentally exactly what I was guessing 🙂

Benz

Steven,

In the text: “Based on our detailed calculations, we estimate that Tesla delivered a grand total of 16,775 vehicles in the U.S. in July. This breaks down to a whopping 14,250 Model 3 sedans, along with 1,325 Model X SUVs, and 1,200 Model S vehicles.”

But in the chart:
Tesla Model S 1,100

Please correct accordingly.

Thanks

Andrew

So the Tesla Model 3 in seven months of 2018 “production hell” has outsold all Chevy Bolt sales, 2017 and 2018 combined…by 20%.

This is with no lease program, no base model, no finance incentives, and a truly wobbly delivery mechanism.

Good lord.

vdiv

It’s not the lord that so many kneel to, it’s the slave labor of tens of thousands of employees and contractors that is making this possible. They deserve more credit than given to that one person.

Pushmi-Pullyu

Slave labor? Unpaid workers? What, is Tesla staffed entirely by interns??? 😛

(⌐■_■) Trollnonymous

No, they’re staffed with Umpa Lumpa’s…
comment image

Enthusiast

What is the point in making this comparison? The Bolt capacity was designed for the current output. The Model 3 manufacturing system is being built to produce hundreds of thousands of cars a year. It only logical that bolt sales will be a small fraction of Model 3 sales by design. Its dumb to compare the two and give Tesla praise for winning. Congrats to Tesla for increasing their throughput on a car that a significant amount of people want. Congrats to GM for creating a good and fairly affordable car at the volumes they planned. There doesn’t always need to be these silly comparisons that dont mean anything about the health if the manufacturer or the quality of their products.

antrik

Yeah, except just a few weeks ago, certain trolls were belittling Tesla for having sold less Model 3s than Chevy sold Bolts… How quickly things change.

Counterpoint

That’s impressive! Now just wait until the Model 3 cumulatively outsells the Chevy Volt! It will take a few more months, but it will happen.

Ziv

I was hoping for 12k so this is outstanding news! Q3 financial report is going to be very interesting!

Chris O

14250….Looks like Tesla sold a lot more Model 3s last month than all plug-in sales of all its “competitors” (using the term loosely) combined. Of course not all numbers are in yet.

Counterpoint

With the Tesla models now listed, the Model 3 has broke the record for the most yearly US sales for a plug-in vehicle, passing the former 30,200 record held by the 2014 Leaf. And we only have numbers through July so far!

bro1999

When I saw the Model 3 number for July, I made this expression: =O

yo

UH OH Rover…

Tesla now has larger US monthly sales than…
http://www.goodcarbadcar.net/2018/08/u-s-auto-sales-brand-rankings-july-2018-ytd/
Lincoln
Mitsubishi
Volvo
Infinity
Chrysler
Acura

Next 3 in line with 19 to 23k sales…
Audi
BMW
Mercedes

These numbers cannot be ignored by any automaker now…
Even though they all knew it was coming…

You might say “There will be blood”
And fittingly enough it is the black poison of the earth…
https://www.youtube.com/watch?v=FeSLPELpMeM

LOL @ Ford you were 1k sales away from being passed by Toyota as the number one brand in the US in July…
and Ford you can take your truck and shove it…

Pantarei

Those other automakers will look at the monthly sale chart above and conclude that there is no demand for plugin vehicles unless they are wearing a Tesla badge. The question then becomes, are Teslas genuine better vehicles with a very convenient infrastructure in form of the supercharger network, or are selling because of brand cachet, generated by being led by a real life Tony Stark. If they conclude it’s mostly the latter, which isn’t completely unreasonable in my eyes, they are just going to try to ignore the segment for as long as possible. Especially since it’s still very hard making money selling EVs.

REXisKing

That’s my hope, let them ignore the segment, and go bankrupt. How many times has Ford PR told us there were better cars coming….

TheWay

What they don’t realize is that people want to see 2 things from them:
1) A decent car
2) Actual effort on their part

They are improving on 1, but not so much on 2. Nobody wants to be stuck with a car which the automaker who made it has a hateful relationship with.

MDEV

Jaguar will sale well, is a serious car to be considered. Not sure why Bolt isn’t selling in high numbers.

TheWay

There are a few things hurting the Bolt:
1) Low production numbers to begin with.
2) Limited fast charging network
3) Ugly
4) Poor promotion on GM’s part
5) Franchised dealers are not ideal for selling evs

Jaguar will also face low production and limited charging network, but hopefully they focus more on advertising it and pushing their dealers to give it the time it deserves.

wavelet

Not really, in mass market terms. And that’s not because there’s anything wrong with the i-Pace — simply because Jaguar is a low volume brand overall, and the i-Pace is an expensive luxury car in absolute terms.
Noone will be cross-shopping the i-Pace with a Leaf, Bolt or Kona/Niro .

M Hovis

Something is broken in the list. May have to do with the battery icon.

BoltUp

Gonna be real close to busting 30,000 in one month!

Jean-François Morissette

I predict 28000, thus giving the Model 3 just over 50% of the market share!

HGTZ

Jaguar I-Pace, I didn’t see them reported. Didn’t Google take delivery of a few?

(⌐■_■) Trollnonymous

I’ve always wondered if those counts were included. One would think it would because a sale is a sale……lol
On the other hand, the 20k you speak of is not delivered/purchased in bulk. Probably a couple hundred here and there. It was an agreement to purchase but nobody knows when they will buy and how many at once.

Jean-François Morissette

You don’t have any number for the Karma Revero?

DEE

I’m thinking that in 4 months the new Top 5 Months for U.S. EV Sales to Date will be July, August, September, October and November of 2018…

ziv

It is possible that the 3 deliveries will plateau in August, or maybe drop a bit, due to Tesla holding back deliveries in June to not exceed 200k. Their production rate is ramping up but they are not at full production rate every week. My gut is that August will beat July, but not by much so you are probably right, DEE.
But September is definitely going to be another record breaking month for Tesla. And Tesla is the big dog when it comes to plug in car deliveries in the US.

Clarity

Congrats on all the new owners….. Now stay out of my charging spaces.. JK good month.

leafowner

Do you think BMW and the rest of the German auto makers are nervous yet? Tesla is selling 10x the EV’s they are in the US.

David Wolff

The elephant in the room question. “If Tesla is going to produce near a MILLION EV’s in 2020 as an upstart…just how seriously are the supposed mature big boys going to sell EV’s through 2020? Wait too long to produce big numbers and EV’s the category will be known as Tesla’s (aka kleenex). Go too big and you cut your own ICE throat. I can’t wait to see how they manage that.

Benz

Steven,

The total number for July will be less than 30,000 (if the remaining numbers continue in their usual pattern).

Any chance the list will be completed today?

M Hovis

Yeah, Steven, we need data! lol, Seriously thanks for another awesome month of reporting. So July is breaking the all-time record with 29K+. I imagined highs of 25K to the end of the year and now that looks like probably 30K per month. And who knows what bell December rings? I would dearly love for Tesla to ship all Model 3s to the US market just for January 2019. If production progresses, the Model 3 could account for 28K in January by itself. Looks like record-breaking months at least through June 2019. Then Model 3 orders shipped abroad will slow the pipe. Oh, we do love to count!

Don Zenga

With 1.4 million vehicles sold last month, Tesla Model-3 gets 1% market share and this is the 1st electric vehicle to hit this target. No plugin hybrid has come any closer to it. Earlier Prius hybrid crossed this threshold few times, but those days were gone.

With the sales of many sedans going down, expect Model-3 to repeat this every month and may even go higher when the base version launches next year.

Don Zenga

Seems it will take 2 – 3 weeks for the final tally to be posted. It will be better if a line is added for ‘Rest of BMW’ which will the sales of BMW group – i3 and i8 sales which is already known. Similarly 1 link can be added for Benz, Honda, Hyundai etc.

By the end of this year, the remaining 4 plugin models of Benz will be sold out and they can be removed from the dashboard.

Don Zenga

As per this link, Tesla sold 13,500 Model-3 in 2018-07 compared to 30 in 2017-07 which is a huuuuuge 44,500 % increase. INSANE.
and is placed 8th among the sedans. Wow, what a wonderful car.
Mainstream models like Optima, Sonata and Fusion were pushed behind.

What is unique about Model-3 is that, its the only 4 door vehicle which has the design of a hatch. Its lot more spacious at 113 cu. ft. of interior space with few more cu. ft. in the frunk and this makes it as big as Camry. Of course the price is a different ballgame.
When the base version launches, it will take on the high end models of top trims of standard midsize sedans.

https://cleantechnica.com/2018/08/02/tesla-model-3-7th-8th-best-selling-car-in-usa-in-a-class-of-its-own/

Don Zenga

BMW 330e was supposed to compete against Model-3, but it sold 106 units. Honda Clarity-plugin has been doing decently well 1,440 units sold. Officially 2018-07 is #1 month with 27,716 sold.

Watch the latest Model-3 Hitler parody.
https://www.bloomberg.com/news/articles/2018-08-05/musk-tweets-video-parody-of-hitler-shorting-tesla-stock

TheWay

With the missing entries, we should be close to 29k for July.

Benz

Steven,

“Honda sold 1,615 Clarity models in July. However, we don’t yet have the splits between PHEV, BEV, and Fuel Cell. According to our estimates, some 1,440 of these cars are likely of the plug-in hybrid variety, with 140 BEVs sold in July.”

But in the chart there is mentioned: “120”.

Please correct accordingly.

Jean-François Morissette

Guys, I’m sorry for you, it must be really frustrating to work on this these days. It seems like you don’t get any collaboration from the OEMs…

Jean-François Morissette

Any Land Rover registered yet?

Taylor Marks

Time for a new yellow bar for July 2018 in the Scorecard chart 🙂

Sean

Steven, serious question: If Tesla goes private, are they still required to release delivery information? Or would they have the option to keep that information private?

Tech01x

Because of the large number of shareholders, it likely has to continue to disclose information similar to what it has to disclose today. It might not do the end of quarter delivery report though, just the information given at the earnings release.

Don Zenga

Some records were set in July.
Highest YoY increase of 47%.
1st non quarter ending month to become #1.
BEV’s took 68% market share.
Single vehicle (Model-3) crossed 10,000 mark in sales.

I recall in the 2011 when Volt outsold Leaf by a big margin in US, the media crowed that Plugins are the next logical step after Hybrids and the time for Electric vehicles are far away. That took a nasty hit since the Model-S came to the market and took a big chunk of market. Soon the automakers will realize that moving rapidly into hybrids/plugins is what will help them stop the faster rise of electric vehicles.

Don Zenga

Honda Insight is 1 of the interesting hybrid vehicle since it runs on motor most of the time.
In its 1st full month of sales (July), it sold only 1,972 units which is less than 1/2 of Prius Hybrid.
It has 52 MPG and has a starting price of just $22,830. So why is such a low sales.

Is it to blame on slowing sedan sales or lack of interest in hybrids or just the dealers are not showing interest.

Raymond Ramirez

Nissan also sells the e-NV200 electric van in the U.S. as Nissan’s second EV. Where are its numbers?