March 2018 Plug-In Electric Vehicle Sales Report Card

Tesla Model 3

APR 4 2018 BY STEVEN LOVEDAY 167

This March gives ultimate confidence that 2018 plug-in sales are on the rise toward a massive year.

March marks the 30th month of consecutive year-over-year monthly sales gains* for plug-in vehicles. In fact, it turned out to be the best month of all time! The last two best months were in December 2016 and 2017, as expected. To have the best month fall this early in the year is incredible.

The start of 2018 was a bit rocky, with January numbers below our estimates. Sure, the first month of the year is historically never stellar for the segment, but sales were lower than most expected. February came and we had to wait forever to get the final numbers, but, in the end, it was worth the wait. The month exceeded our forecast significantly.

Last Month’s Results – February 2018 Plug-In Electric Vehicle Sales Report Card

March has now come and gone and we’re super excited about the year ahead. The majority of vehicles on our chart showed growth again from February to March, some of which was massive. This trend should continue throughout the year, and March is solid proof of that.

For March, 26,373 plug-ins were delivered in the U.S., which tops December 2017’s all-time high of 26,107. Compared to last March’s 18,542, it’s a landslide.

While 2017 plug-in sales fell just shy of the 200,000 mark, it was still an extremely impressive year as a whole. Hitting that mark for 2018 will happen well before the end of the year. However, there are many variables involved in determining where we might be by the end of this year. At this point, with Model 3 production ramping up, and this month’s results as a whole, we’re confident that sales will eclipse the 300,000 mark for 2018.

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

Despite Tesla Model 3 production issues, recent Q1 sales information reported by Tesla shows that March deliveries are a huge improvement over February. Tesla delivered a whopping 3,820 Model 3s last month.

We’ve sorted out the international deliveries and related math for the Model S and X. It appears the automaker delivered an estimated 9,800 total S and X vehicles in the U.S. This puts March deliveries at 3,375 Model S sedans and 2,825 Model X SUVs, which closely mirrors the same month in 2017. Tesla as a whole, delivered more EVs in one month than any other automaker in history, with over an estimated 10,000 sold.

Nissan has finally got the ball rolling with U.S.-based 2018 LEAF production and inventory. Deliveries soared in February, but only due to several months of almost non-existent sales. The numbers are up significantly for March, with 1,500 LEAFs sold, a 1.5% increase from last year’s 1,478. In comparison to last month’s 895 deliveries, this is a heroic effort.

That brings us to Chevrolet’s plug-in siblings, the Volt and Boltneither of which had a stellar January. The Volt’s downturn continued in February, but fortunately, Bolt sales were up month-over-month and year-over-year. March brings continued sales growth for the Bolt, at 1,774, up 81.4% from March of 2017. 

Volt sales continue the downward trend when compared to last year’s numbers, but only by a bit (-16.4%). However, Chevy sold an impressive 1,782 Volts this March. Last year, the automaker sold more Volts in March than any other month, at a whopping 2,132. But, this is still a very promising number considering the Volts situation as of late.

Other vehicles that deserve mention are the Toyota Prius Prime and Honda Clarity PHEV. The Prime closed out 2017 in the fourth spot overall on our sales chart and has maintained second place thus far this year. The Clarity PHEV secured a very strong December, which was its first full month of sales. It succeeded again in February, edging it closer to the top competitors in the segment.

For March, Toyota delivered 2,922 Prime plug-ins, keeping it near the top of the list once again.  Honda has reported a total of 1,061 Clarity PHEVs sold in March.

To top it off, the BMW i3 is also back on the rise this month, with just shy of 1,000 vehicles delivered.

Questions entering March: (with answers in parentheses as they come in)

  • Now that 2018 Nissan LEAF inventory has grown, have sales numbers seen a notable surge? (Yes. For March, Nissan delivered 1,500 LEAFs, which is on par with numbers from March of 2017 (1,478). However, it’s a leap from February’s 895.)
  • After the Chevrolet Bolt’s weak showing in January and more promising February, how will it close out Q1? (The Bolt had a strong March, with 1,774 deliveries.)
  • The Chevrolet Volt continues to struggle as deliveries have dropped year-over-year for 11 months in a row. Will strong sales this March finally end this streak? (Yes! In fact, GM sold a handful more Volts than Bolts last month, at 1,782. This is down from last year’s exceptional March, but promising nonetheless.)
  • Will the Tesla Model 3 prove more sales growth and stay at the top of our scorecard for the third month in a row, despite potential production concerns? (For sure. Tesla delivered 3,820 Model 3s this March, to end the quarter with over 8,000 sold).
  • How much will Tesla Model S and Model X sales be impacted by the continued rise in Model 3 deliveries? (Sales were down a little from Q1 2017’s 10,400, but not significantly.)
  • Mitsubishi Outlander PHEV sales tripled from its first U.S. sales month to January, only to flatline in February. Will sales for March improve? (Just a bit, at 373 compared to February’s 323.)
  • Will the Toyota Prius Prime hold its spot near the top of the chart? (Yes. Toyota sold 2,922 Prime plug-ins this March, up again from last year’s numbers by an impressive 74.1%. It’s also up significantly from last month’s figures, and we’re pretty confident that the Prime will continue to rein No. 2 to the Tesla Model 3.)
  • Honda Clarity PHEV deliveries were back on the rise in February after a drop the month before, which earned it a new home in our recaps. Will the growth continue? (Yes. Honda has reported a total of 1,061 Clarity PHEVs sold in March.)
  • The Kia Niro PHEV and Hyundai IONIQ PHEV both proved a giant leap in their second month of U.S. sales. Can we expect an even greater boost for March? (No. Inventory is low, so both saw only a marginal change from last month’s numbers.)

Also of note: Toyota sold 83 Mirais and Honda sold 121 Clarity FCVs this March.

Last update: April 4, 2018, at 4:03 PM

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

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

Above – 2018 Monthly Sales Chart For The Major Plug-In Automakers – *Estimated Tesla Sales Numbers – Reconciled on Quarterly Totals, ** Estimated (Based on State/Rebate Data and other reports), Credit to HybridCars.com for assistance on Hyundai/some BMW data. BEV models appear in BOLD font (BMW i3 sales are mixed with REx [PHEV] sales)

Individual Plug-In Model Sales Recap For Major Models:

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

Nest Generation, 2016 Chevrolet Volt

2017 Chevrolet Volt

Chevrolet Volt:  

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

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

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

GM sold a total of 1,782 Volts for the month of March, down 16.4% from last year’s 2,132. However, this is a huge and welcome sales surge for the Volt.

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

 

 

 

Chevrolet Bolt EV sales

Chevrolet Bolt EV

Chevrolet Bolt EV: 

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

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

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

Unfortunately, in January only 1,177 Bolts were delivered, which a mere 1.3% gain over last January’s 1,162. For February, GM delivered 1,424 Bolt EVs, up 49.6% from last February’s 952 sold.

Bringing the quarter to a close, GM sold 1,774 Bolt EVs in March, up 81.4% from last year’s 978.

 

 

 

Nissan LEAF sales

2018 Nissan LEAF

Nissan LEAF:

The Nissan LEAF entered February as the oldest offering on the U.S. market – going on 88 months now.

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

Is the new LEAF better?

Yes, in every way, including ~43 more miles range (up to 150 miles from 107) for $700 less. Not enough?  A ~225 mile, higher performance trim level arrives later in 2018 (as a 2019 MY car).

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

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

Fast forward to today, when the LEAF was supposed to have been rolling off of lots two months ago, and that’s not quite how it worked out. Cars didn’t begin arriving until January in small numbers and they were pegged for reservation holders. Nissan told us it would be mid-February before another shipment of LEAFs became available at dealers for new buyers, which we figured would result in a sales bump, albeit small.

In January, Nissan delivered 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 delivered 1,500 LEAFs, which is on par with numbers from March of 2017 (1,478). However, it’s a leap from February’s 895.

 

 

 

Toyota Prius Prime sales

2017 Toyota Prius Prime

Toyota Prius Prime: 

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

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

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

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

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

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

Toyota sold 2,922 Prime plug-ins this March, up again from last year’s numbers by an impressive 74.1%.It’s also up significantly from last month’s figures, and we’re pretty confident that the Prime will continue to rein No. 2 to the Tesla Model 3.


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

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

 

 

 

BMW i3 sales

BMW i3

BMW i3: 

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

For 2017, BMW i3 sales were a mixed bag.

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

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

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

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

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

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

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

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

 

 

 

Tesla Model S sales

2014 Tesla Model S

Tesla Model S: 

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

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

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

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


While Tesla continues to conform to a familiar quarterly pattern of prioritizing international production early in the quarter before transitioning to domestic output, there has been somewhat of a change/reshuffling of priorities we have seen this time around.

The name of that priority is Model 3.

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

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

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

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

We estimated January Model S sales at 800. February’s estimate came in a bit higher, at 1,125, although this is 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.

 

 

 

Tesla Model X sales

Tesla Model X

Tesla Model X: 

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


Historical accuracy/Sales Update (Oct 11th):

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

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


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

All done? Good … welcome back.

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

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

Our estimates for February put Model X deliveries at 875 (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.

 

 

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 are now seeing the effects of manpower being transferred into transitioning the Model 3 production from “burst” output (or start and stop if you will) to a more consistent, ordered structure.

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

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

Tesla publicly reported delivering 1,060 Model 3s in December, for a grand total of 1,772 on for 2017. Additionally, Tesla dialed down the target of 5K a week, to 2.5K now, and set the 5K production level back to June (essentially a six-month delay at this point).

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

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

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

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

As expected, Tesla has dialed up Model 3 production for March considerably, and according to the automaker’s Q1 sales report, future prospects are looking up. You can read the whole report by clicking here.

Tesla has delivered a grand total of 8,180 Model 3 sedans for the quarter, which puts March sales at an impressive 3,820.

 

 

 

Chrysler Pacific Hybrid (plug-in) sales

Chrysler Pacific Hybrid (plug-in)

Chrysler Pacifica Hybrid: 

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

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

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

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

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

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

Nonetheless, customer orders and dealer stock are once again flowing and the 2018 model has arrived. 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 sees 480 Chrysler Pacifica Hybrids delivered.

 

 

 

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 new Fusion plug-ins have been sold. The Fusion Energi often won the crown for the “most stocked” EV in the U.S., until Chevy got crazy with the Volt and Bolt EV.

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

Fusion Energi sales were in January, at 640. Deliveries climbed in February to 794, very close to last year’s 837.

For March, Fusion Energi sales were flat from February’s number, with a total of 782 sold. However, this is down considerably from last year’s 1,002 moved in March.

 

 

 

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

For January, deliveries slide down significantly to 224. February starts to move back up, with 413 deliveries.

BMW 530e deliveries are on the uptick again, with a total of 689 sales for March.

 

 

 

 

BMW X5 xDrive40e sales

x5 xDrive40e

BMW X5 xDrive40e:

The BMW X5 plug-in had an unexpectedly strong debut in the U.S. in 2016, which only got stronger over the year.

In fact, the electrified BMW SUV had seen sales as high as 876 units in 2016 (August 2016).

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

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

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!

BMW X5 plug-in sales plummeted in January to 261. For February, we saw a bump back up to 596, keeping the X5 safe in our recaps.

March numbers are consistent with last month’s. BMW delivered 627 plug-in X5’s last month.

 

 

 

Honda Clarity PHEV

Honda Clarity PHEV:

The Honda Clarity PHEV just arrived in November of 2017. Only 5 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. 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.

Honda has reported a total of 1,061 Clarity PHEVs sold in March.

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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167 Comments on "March 2018 Plug-In Electric Vehicle Sales Report Card"

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SparkEV
Guest

Not even 4000 Tesla 3 for the whole month of March? That’s less than 1000 per week! Better than last month, but progress is so slow…

Benz
Guest
Benz

The production and delivery numbers of the Tesla Model3 will be significantly higher in Q2 2018.

Benz
Guest
Benz

Total Tesla Model 3 deliveries in 2018 will be more than 100,000.

terminaltrip421
Guest
terminaltrip421

got any winning lottery numbers for me while you’re at it?

Get Real
Guest
Get Real

Actually if he bought Tesla stock at its $240 price he does.

Ken
Guest
Ken

Plot the delivery numbers for the Model 3 as a function of months in production and you get an almost perfect exponential curve fit (R2=.97). This is exactly what should be expected for a ramp up towards high production. Using the trendline to project to next month you get expected deliveries of over 7100 Model 3s. That’s less than the desired 2000/week but pretty impressive.

Model 3 is already out selling the combined Bolt and Volt sales. It sold 2.5 times the number of Leafs in March.

SparkEV
Guest

Sales and rate are impressive in absence of anything else. But when there are 500K+ people waiting, it is glacially slow. Combined with occasional glitches, I wonder if even existing demand will be met in this decade or even better part of next decade.

ffbj
Guest
ffbj

There will probably continue to be a long waiting list for years. Actually I think that even as they produce more, more are being ordered.

Ed
Guest
Ed

My estimates are based on a quadratic fit:
April: 4500
May: 5833 (close to Dec’16 record)
June: 7333
July: 9000
August: 10833
September: 12833
October: 15000
November: 17333
December: 19833 (and still not quite at 5K/week!)

bro1999
Guest

Based off what Elon was told us regarding his most recent announcements, there should be a minimum of 8k Model 3’s delivered this month, and something like 15-20k delivered in June (extrapolating 2k/week to 5k/week by June).

Who wants to bet those #’s don’t come to fruition?

Rebel44
Guest
Rebel44

I bit less than that (6500-7000) since deliveries lag behind production a few weeks.

Bill Howland
Guest
Bill Howland

Tesla is manufacturing far more electrified vehicles than any other company. I assume, long-term, the number does not go up unless a customer ‘accepts delivery’. Whether you happen to like their cars or not, they are clearly selling an impressive number of them.

Someone out there
Guest
Someone out there

Until the tax credit runs out. In every country where tax credits have ended Tesla’s sales has dropped like a stone.
Luckily for Tesla the phase out means the effect won’t be as dramatic but it will make a significant impact.

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

Relatively speaking, the tax break in the USA is much smaller than in those other countries.

menorman
Guest
menorman

That’s only been in countries where the tax breaks on Tesla mean avoiding VATs of easily more than 100%. In America, the tax credit is proportionally smaller, less certain for the buyer, and still bolstered by other state- and local-level incentives so few people will actually cancel. This isn’t just guessing, it has been seen before in Georgia. After the state removed the incentives, the sales of Teslas barely budged while the sales of other cheaper EVs like the Leaf tanked overnight.

rad
Guest
rad

Add Tesla’s three models together and you get 17,980 US sales for the first (slowest) quarter. Any other manufacturer even near that?

GM Bolt/Volt with 7853.
Toyota with 6468.

Get Real
Guest
Get Real

And how’s GM’s production increase of the Bolt going MadBro–remember that GM press release?

Nix
Guest
Nix

So bro8008, what percent of car makers do you think hit their publicly released sales targets for their EV’s? Of all the cars on this list, how many of them hit their publicly released sales targets?

Just give me a number rounded to the nearest 10, if you think hitting EV sales numbers is the norm.

Hint: the Bolt and Volt both missed their original sales targets when they came out, and both are behind this year on any publicly released target ever provided for these cars.

Robb Stark
Guest
Robb Stark

Progress is much faster than any EV GM has made or will make.

SparkEV
Guest

GM never had 500K+ people waiting. If they did, they would crank’em out far quicker. If they made them as slow as Tesla, people would be screaming “compliance car”.

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

They aren’t?

Miggy
Guest
Miggy

If you only take into account the Top Five BEV’s it does show you how far out in front Tesla is.
With the choice of three models and all three in the BEV Top Five.

arne-nl
Guest
arne-nl

“..as slow as Tesla…”

Huh? Had they sold as much Bolts in March as Tesla delivered Model 3’s in, the champagne bottles would be popping at the GM headquarters.

Nix
Guest
Nix

Yes, and this is despite the limited selection of Tesla trim levels, making the current price of the Model 3 easily $20K higher than a Bolt with GM and dealer cash thrown on the hood to convince buyers to purchase.

At that price gap, the Bolt should easily be selling triple the number cars than the Model 3, not the other way around. If they were both ICE cars, that is the kind of sales gap that this price difference would cause.

FISHEV
Guest
FISHEV

Tesla is increasing T3 production at a fast rate, a 35% increase from February to March, conservatively on track to be producing 30,000 a month by the end of the year generating close to $2B a month in sales with a 25% gross profit margin.

Tesla stock will likely hit iis projected year end of $420 and allow Tesla to finance any cash shortfall with stock sales.

WadeTyhon
Guest
WadeTyhon

Awesome numbers for Model 3 and Prius Prime! 🙂

Volt and Bolt had a decent performance although off about 100 from what I was expecting. And the Leaf is finally climbing now that inventory is filling in.

Hopefully the numbers for the other models are strong as well!

nanoo
Guest
nanoo

Curious to hear folks thoughts on why the Pacifica sales have stayed so modest? On paper it seems like such a winner. Is it price? Availability? Lack of advertising?

Mike
Guest
Mike

I think the InsideEV numbers are being low-balled – I’m not sure how they’re getting their numbers. Perhaps they’re not be counting the vehicles Waymo is getting?

In January, according to Statistics Canada, 1,436 vehicles that match the Pacifica PHEV’s description were exported to the US. They may not all be Pacificas but I don’t know of any other plug-in Hybrid vehicle worth $57k being produced in Ontario and exported to the US. Do you? February data comes out this week.

Here’s the source link: http://www5.statcan.gc.ca/cimt-cicm/topNCountries-pays?lang=eng&getSectionId()=17&dataTransformation=0&refYr=2018&refMonth=2&freq=6&countryId=0&getUsaState()=0&provId=1&retrieve=Retrieve&country=null&tradeType=1&topNDefault=10&monthStr=null&chapterId=87&arrayId=0&sectionLabel=XVII%20-%20Vehicles,%20aircraft,%20vessels%20and%20associated%20transport%20equipment.&scaleValue=0&scaleQuantity=0&commodityId=870360

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

Waymo? Not sure those count?

Assaf
Guest
Assaf
It seems to be available nationwide. I actually think the Pacifica PHEV are not shabby at all when seen in context. 1. Fiat-Chrysler have been the most anti-EV and lagging of the Big 3, so for them to come up with a mainstream-appeal, good-spec first Chrysler EV in the 21st Century, and make it available nationwide in decent volumes – is a pleasant surprise. 2. The minivan segment is not huge. Pacifica is the #1 top seller, and across all its trims it sold 118k last year. http://www.goodcarbadcar.net/2018/01/minivan-sales-america-december-2017-year-end/ The way the PHEV trims have started the weakest part of the year, they may approach 10% of the total for all of 2018. That’s not bad at all for the first year of full availability. 2. Advertising/awareness. Almost no one outside the circle of EV junkies like us even knows this car exists. Our next-door neighbors just bought a hybrid Highlander. Not sure they would have opted for the Pacifica, but they didn’t even know, despite having a vocal Leaf driver one door down, and another family with a Leaf a few doors up. Some of that is Chrysler’s fault, some the media’s fault for not making a big deal, or… Read more »
SparkEV
Guest

Pacifica as a minivan isn’t that great. Competition (Honda) is just way too strong. Even worse for Pacifica is lack of towing ability. When going to the beach with bonfire wood, kayaks/jet ski, you can’t take the Pacifica with people in it.

Which reminds me, damn Tesla 3 can’t tow…

Assaf
Guest
Assaf

…and yet, Chrysler/Dodge are easily the #1 best-selling minivan last year, and the Pacifica brand in particular is only one among the top sellers to have increased sales.

http://www.goodcarbadcar.net/2018/01/minivan-sales-america-december-2017-year-end/

So it seems the average US minivan buyer disagrees with you.

SparkEV
Guest

Regular Pacifica can tow, and costs less than Honda. In fact, that’s another competition: regular Pacifica costing less and towing.

menorman
Guest
menorman

I agree that the lack of towing is probably a consideration for some, but since the PacHy can qualify for the full tax credit, the price after incentives can actually be cheaper than the similarly-trimmed non-hybrid versions of the Pacifica. Especially in states with generous rebates (e.g. Colorado).

Mike
Guest
Mike

As someone who actually owns a Pacifica PHEV (and a Leaf) I can confirm that it is indeed excellent! It has a roof rack for outsized loads and its lack of towing isn’t an issue for us. We’d rather have electric drive every day than a towing ability we may or may not use once a year. In fact, I drove it to work today and didn’t use any gas! Can the Honda or Toyota do that?!
Didn’t think so.

nanoo
Guest
nanoo

Thanks for the first hand insight. Are you getting the predicted mileage?

Mike
Guest
Mike

More or less. It’s very weather dependent which appears typical for all EVs’ (our Leaf is impacted in a similar way).
In warmer months we seem to meet or even exceed the published specs which was a pleasant surprise (advertised 55km EV range, we’ve gotten 60km at times). In the winter when it’s below zero the gas motor comes on much more frequently which is unfortunate but not a deal breaker since it still gets better mileage than the competing minivans.

john1701a
Guest

The commute in my Prime is all electric. In fact, I filmed the drive as proof for replies just like this.

Here is TO work… https://youtu.be/-wXHevCgThc

Here is FROM work… https://youtu.be/10EyhUO_-yg

Not sure why doubt was raised. If the owner has a short commute our can recharge at work, what’s the issue?

Mike
Guest
Mike

I was referring to their minivans, not the Insight/Prius Primes.

Pacifica is the only PHEV minivan on the market.

David
Guest
David

I wonder if Pacifica sales are so low due to lack of towing. It would be the perfect vehicle for us if it could, but Chrysler won’t allow ANY towing. I keep hoping a software update will allow it.

Miggy
Guest
Miggy

The Outlander PHEV can tow and has 4WD, but only seats five.
It is a close race between these two.

Spoonman.
Guest
Spoonman.

Volvo XC90 PHEV can tow and seats seven, but it’s nearly as expensive as a Model X.

Nick
Guest
Nick

Bingo. This is what kills it for us as well.

I’m hoping next year.

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

Hmmmm, I was off by 633 TM3’s.
Maybe we shouldn’t drink so much with those Tesla dudes next time we’re gathered…….lol

Warren
Guest
Warren

I see why GM wants to hide their monthly numbers now. Tesla sold more Model 3’s, with no discounts, than Bolt and Volt sales combined.
Starting next month that will include Leaf sales.
By this fall the Model 3 will be outselling all other EVs under $60k combined.

CDAVIS
Guest
CDAVIS

@Warren said: “By this fall the Model 3 will be outselling all other EVs under $60k combined.”
——————

Correct.

Going into 2019 Tesla may be outselling all other EVs combined.

The news media Tesla taglone will then become:

“Tesla… which outsells all other EV competitors combined… today announced…”.

Assaf
Guest
Assaf

@CDAVIS,

How does the saying go:
Oh, right…
“Don’t count you eggs…” etc.

It’s good that Tesla is finally getting the Model 3 act together.

Other EV makers aren’t sitting around twiddling their thumbs either. Certainly not in China, but not in the US market either.

– The Gen 2 Leaf just started ramping up in the US. Look at Japan and Europe to see how that’s going to go soon.
– GM will continue ramping up the Bolt, and might roll out a Bolt-based SUV before year’s end.
– Even Toyota and Honda seem keen to sell decent PHEVs Stateside in increasing quantities.
– Hyundai/KIA is also not a bit player in the US market, and has arguably a stronger plug-in lineup in 2018 than any of the above.
– And that doesn’t count everyone else (e.g., the Germans), who’s also generally increasing in both numbers and type of models offered.

Ziv
Guest
Ziv

GM has apparently reduced their production of the Bolt. Most of last year it had more than 5,000 in stock or in shipping to the dealers in North America. Early March of this year they had 2860 in all of the North American inventory. Now they have 2830.
GM doesn’t appear to want to sell a lot of Bolts.

Someone out there
Guest
Someone out there

Tesla is losing a billion per quarter selling its death trap. GM is raking it in selling orders of magnitude more cars than Tesla.
GM is in no hurry selling EVs, it will happily let Tesla build a market for GM. Tesla is no threat to GM as it won’t be around for much longer.

CDAVIS
Guest
CDAVIS

@Someone-out-there said:
“Tesla is losing a billion per quarter selling its death trap. GM is raking it in selling orders of magnitude more cars than Tesla…”
———————

“The 2009 General Motors Chapter 11 sale of the assets of automobile manufacturer General Motors and some of its subsidiaries was implemented through Chapter 11, Title 11, United States Code in the United States bankruptcy court…” source: https://en.m.wikipedia.org/wiki/General_Motors_Chapter_11_reorganization

“On February 6, 2014, General Motors (GM) recalled about 800,000 of its small cars due to faulty ignition switches, which could shut off the engine during driving and thereby prevent the airbags from inflating.[1] The company continued to recall more of its cars over the next several months, resulting in nearly 30 million cars worldwide recalled[2] and paid compensation for 124 deaths.[3] The fault had been known to GM for at least a decade prior to the recall being declared…” source: https://en.m.wikipedia.org/wiki/General_Motors_ignition_switch_recalls

x
Guest
x

underling it:

” The fault had been known to GM for at least a decade prior to the recall being declared…” “

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

The Fugly PriPrime beats the ButtFugly Bolt…….AGAIN!……..lol

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

27100 – 4500 < 24685

Prius HEV sales were _4064_. Down from 5,798 last year and less than the 4128 for the RAV4 Hybrid.

PRIME's a cannibal.

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

“PRIME’s a cannibal.”

I wonder if the Prime has a higher profit margin than the Rav 4 Hybrid.

If Toyota really wants to take more market share, they should bring back the Rav 4 EV but with a 60Kwh+ pack and a DCFC.

Vexar
Guest
Vexar

We agree on that strategy. I’d love to see more Toyota EVs. Sure, Toyota won’t buy the batteries or motors from Tesla anymore, sour grapes and all, but it is time for Toyota to join the BEV party.

WadeTyhon
Guest
WadeTyhon

It’s the best Prius on the market! No surprise here. 🙂

john1701a
Guest

Planned progression is not “cannibal”, since offering a plug is the next logical step.

That’s quite a contrast to GM, where Bolt is the antithesis of Volt. Remember all the “range anxiety” promotion?

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

Cannibalization is when a manufacturer’s sales of a model eat into sales of another. The PRIME’s just moving some sales from the Prius HEV.

It’s not a conquest vehicle and it’s not stopping the overall decline in Prius or hybrid sales, even though the electrified vehicle market as a whole is growing.

john1701a
Guest

Label it whatever you want. Dismiss the goal of transitioning from hybrid to plug-in hybrid all you want. Cherry pick until the data to paint a different picture. Whatever…

Reality is, as the rollout of Prime spreads to the rest of the country (so far, only roughly 50% has inventory), we’ll see sales grow.

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

I’d also note that the “range anxiety” marketing of the Volt came at a time when its plug-in competition was the 24kWh Nissan Leaf.

GM moved with the times and the tax credits.

john1701a
Guest

Moving on means what?

It simply doesn’t make sense not to take what was developed and implement it in a better platform… like a SUV. Abandoning Voltec gen-2 at the start of year-3 would be quite an investment loss to take.

bro1999
Guest

The Prius lemmings are almost as staunch brand loyalists as the TSLA fanbois!

Mark.ca
Guest
Mark.ca

You mean last year’s S driver is next year’s 3 driver? Lol….yeah right!

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

They aren’t. Sales are still falling.

Lemmings is really an extremely unfair description. The Prius has earned trust through its reliability. That people could get something better in different measures, doesn’t mean that the Gen 4 Prius buyers aren’t going to get something that’ll give them a nasty surprise.

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

I meant “are going to”. Freudian? :p

menorman
Guest
menorman

Price.

Benz
Guest
Benz

Total of Tesla Model S and Tesla Model X deliveries in the US in Q1 2018 will be about 10,000.

bro1999
Guest

Wow, despite what I think of the Prime, that is a really eyepopping number.
I bet it is making Toyota question whether they should someday offer the Prius as plug-in only.

john1701a
Guest

That’s the natural progression, hence the heavy priority on keeping cost in check. If it’s affordable, simply passing out the hybrid will happen on its own. We’ll see the trend unfold during this generation.

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

I think a Toyota engineer has already said it.

The HEV’s sales were 4,064 in March. PRIME had a 41.8% take rate.

Look at the HEV’s US sales trend;
http://carsalesbase.com/us-car-sales-data/toyota/toyota-prius/toyota-prius-liftback/
Including March it has 23 consecutive months of sales decline even through hybrid sales grew overall.

Trying to keep the Prius HEV going would be fighting a losing battle. Better for Toyota to stick to HEV versions of their regular cars and keep the flagship hybrid a _bit_ closer to the bleeding edge.

BenGg
Guest
BenGg
The current generation Prius lift-back hybrid was a big miss on the styling and I have no doubt that hurt sales. I have spoken to a 3rd gen Prius owner who loved hers but was so turned off by the styling of the 4th gen that she was looking elsewhere for her next car. Maybe 1 in 5 people actually like the styling. I do, but it’s roundly criticized by most. The Prime both looks better and it’s cheaper, so no wonder it’s eating into regular Prius sales. But I don’t see any reason for Toyota to phase out the regular Prius hybrid: they need to fix the styling, add other incremental improvements, and introduce the crossover version that will replace the Prius V. Right now the Prime is not bad, but they need some significant tweaks to make it a threat to completely replace the Prius hybrid. I use my Prius (second gen) for utility (i.e. load the lawnmower in back, easily, and for vacations with lots of luggage and gear. The Prime’s lack of a 3 person bench seat in back, and it’s elevated rear storage area deck seriously impinge on utility and may prevent me from buying… Read more »
Ron M
Guest
Ron M

Tesla’s said 8,810 Model 3s have been delivered to customers since the start of the year, Insider EV shows 8,180 who’s right?

TheWay
Guest
TheWay

So far, we should probably see over 25k for March? Though I am secretly hoping some over performance to hit over 27k-28k and get 50% over last year.

I know it’s a long shot but one can hope.

mx
Guest
mx

Looks like BMW still has a cap on sales of 700 or less for the i3. This should be bringing in new buyers into the brand.

Just got a loaner X1, the i3 drives better.
But, if you never take it for a test drive…

WadeTyhon
Guest
WadeTyhon

Tesla has officially passed GM in all-time plug-in sales in the US! 😀 Not that there was any doubt it would happen this month.

About 21,000 sales till 200,000 for Tesla. About 24,000 sales till 200,000 for GM.

Coming up fast for them both!

TheWay
Guest
TheWay

It should be noted that in the case of Tesla, early on they did not have leasing. So people had to go to 3rd parties to get leasing done, and many of those leasing companies did not have EV tax credit in their software.

So Tesla may be further away from the 200k limit than we might think. (Not by much, but might be enough to delay it by a quarter, especially if they divert production to canada a bit)

WadeTyhon
Guest
WadeTyhon

Unfortunately whether the buyer actually used the credit or not is irrelevant. 🙁 It’s only about how many vehicles are produced/sold in the US that qualified for the credit.

cmina
Guest
cmina

Yup ..
GM are exactly where they wanna be to extend the tax credit into Q4. Tesla .. not so much.

menorman
Guest
menorman

Tesla will probably dump Q2 production on Canada to delay 200k to Q3 when they’re supposed to be at 5k/week anyway. That would leave eligibility for full credits through the end of the year and at 5k/week, that’s at least 130k cars getting into customer hands, which takes them a substantial way through the backlog. Then, Q1 + Q2 of 2019 would still get half credits before the final two quarters of the decade would get the quarter credits. They should clear the entire existing backlog by then.

Adoreizi
Guest
Adoreizi

With TM3 ramping up, Bolt/Volt stocked well, Prius prime eating up Prius sales, and Leaf 1.5 and 2.0 ramping up, its going to be another big year. I’m predicting 5% of California sales will be EVs, up from 2% in 2017.

Hopefully Hyundai Kona will be stocked well this year. It has potential to sell well alongside Bolt.

menorman
Guest
menorman

I think we’ll see California BEV sales of at least 8% and if the price of oil takes off, bump that up to 10%.

jelloslug
Guest
jelloslug

Over 20k for March? That’s awesome!

Ron M
Guest
Ron M

https://www.theverge.com/2018/4/3/17192312/tesla-goal-model-3-elon-musk
This is the article I read on the Verge that said Tesla delivered 8,810 Model 3s to customers since the start of the year. I believe Insider EV over any other information, but I wanted to show this,

David
Guest
Scott
Guest
Scott

That includes BEV and PHEV variants. Insideevs breaks them out separately in the chart

menorman
Guest
menorman

Probably includes the Fuel Cell variant too.

David
Guest
David

I wonder why the Chrysler Pacifica sales are so low. Could the lack of towing be hurting it? Price? Or do people simply avoid the EV version?
My only gripe with it is the lack of towing. Otherwise drives well, has decent all electric range.

BenGg
Guest
BenGg

I wouldn’t buy one because of the reliability concerns I have with the brand.

AnonyMouse
Guest
AnonyMouse

@ Steven Loveday

I’ve got some bad news for the gang at the InsideEVs virtual office. GM is following Tesla’s lead, but unfortunately it is with regard to reporting monthly sales numbers. GM has decided no longer report sales on a monthly basis, and will switch over to reporting sales quarterly. This will mean more work for InsideEVs as they will now have to spend time estimating GM’s monthly EV sales as opposed to cutting and pasting the monthly sales numbers from a GM press release. [cue sad trombone]

https://nasdaq.com/article/general-motors-to-drop-monthly-sales-report-enticing-others-cm943097

ziv
Guest
ziv

Around 25,000 plug ins for March! Not bad! I am hoping for improving numbers for the Niro and the Optima, this month and next.

ziv
Guest
ziv

25k probable US sales isn’t that much short of the 26,107 month of December 2017 which is the all time record. For plug ins to get that close to a December record in March? That is big news.

TheWay
Guest
TheWay

Actually, at this rate we may be able to beat December 2017. Inputting all the missing numbers from february, I get 26,179.

Of course since march is a longer month than february, the numbers in theory should be higher.

So we can probably expect ~26.5k. But hopefully over 27k.

ziv
Guest
ziv

Nice work! Your number was much closer than mine! 26,268 for a new monthly record! And March isn’t normally thought to be a big sales month like the December record of 2017.
Kind of makes you wonder what December of 2018 will bring…

TheWay
Guest
TheWay

The numbers are even better! 26,373! Though I was hoping for 27k : (, even though I knew it wouldn’t happen but I could dream no?

While December 2018 would be interesting, I’m actually looking forward to April 2018 more. Yes I know December 2018 will have more sales, BUT!

April 2017 was 13,367, now then, can you imagine what April 2018 will be like? I know sales in first month of a quarter are always lower, but Tesla Model 3 deliveries should be up, and what I am hoping for is to have a 100% increase from previous April.

Though to pull that off, Tesla would have to deliver 10,000 Model 3s in April. (assuming no other automaker outperforms). It isn’t going to be easy, but if Tesla can get to 2500 production rate per week within a few days as they said they will, then it might be possible.

Benz
Guest
Benz

Daimler sold 110 Smarts in the US in March 2018.

Source: Seeking Alpha

John
Guest
John

All of this is good news. But I’m sticking with my Chevy Volt. I will never go back to an ICE only powered car. This volt is the best car I have ever owned. I will continue to buy whatever vehicle GM sells with the voltec drivetrain in it whether it’s a hatchback or crossover. The Volt engineering is excellent. The battery management cooling system is excellent and the information given about electric usage and vehicle efficiency is very good. So the competition is fierce and that’s good for all.

jim stack
Guest
jim stack

Tesla rules. They will continue to dominate electric car production.
Their Super Charging also leads the world.
The range is above any others too.

DISCLOSER I own and S and 3.
I own stock in TSLA and NVDA

ziv
Guest
ziv

There isn’t any real competition for the 3 on the immediate horizon. The Bolt could have been competition if they hadn’t built it to resemble a dorky version of a station wagon. The Leaf II could have been big competition at the low end but knowledgeable buyers are going to avoid it due to pack degradation. Maybe it will lease in large numbers?
The Prime is also beaten to a comatose state with the ugly stick, but it is a Toyota so it will sell in decent numbers but nothing to rival the 3.
The 3 is the only dog in the fight. Wonder how long it will take for real competition to arrive? Maybe the Buick Bolt/Cute Ute? Next year? Maybe?

LJ
Guest
LJ

Tesla reports about 29,000 delivered and this table shows about 10,000 less. What am I missing?

Wad0
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Wad0

All global sales are included in Tesla’s numbers for S and X, while this chart shows US only estimates. But Tesla doesn’t break down S and X deliveries by country.

All 3 deliveries up to this point have been US only though, so that makes it easy. 😉

Someone out there
Guest
Someone out there

This is just the US sales. Tesla sells cars all over the world

Someone out there
Guest
Someone out there

So we’re looking at ~25k sales this month. That’s pretty damn good.

Poughkeepsie Mike
Guest
Poughkeepsie Mike

How does the Outlander only do 300-400 a month? It’s the #1 plugin in Europe, has AWD, can tow and is priced very aggressively here in the land of the SUV ($35 base – $2k Mitsu cash – $6k federal = $27k). I’ve been driving one since January and it’s a really great car.

TheWay
Guest
TheWay

Because Mitsubishi isn’t what it used to be in the US. They peaked in 2002 when they got 345k cars sold and since then they went downwards to a low of 53k cars sold in 2009. They have been recovering, but in 2017 they only sold 103k cars.

Looking at Mitsubishi Outlander sales for say january 2018, they sold 3,320 outlanders. 300 of them were PHEVS.

So while it may seem little initially, realize it makes up almost 10% of their outlander sales.

Could they sell more? Maybe. But the outlander PHEV has only been out for a few months so it will take them time to scale distribution.

Jean-François Morissette
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Jean-François Morissette

Meanwhile, 351 Outlander PHEV in Canada during the same month, in 10x smaller market!

TheWay
Guest
TheWay

5X smaller market, not 10X. (at least for Mitsubishi)

But it could simply be because Mitsubishi is limiting to around 300 per country as well.

David
Guest
David

Although the Outlander can tow, it isn’t much. It’s rated 3500 lbs in Europe but only 1500 lbs here.

That not enough for me and made it drop off my list. Leaves pretty much no EV that can tow 3500 lbs other than a Model X.

JJG
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JJG

The dealer closest to me has 8 for sale in the $29-30k range. Pretty tempting vehicle, imo.

menorman
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menorman

Probably because it’s the #1 plugin in Europe. Thus, they’re not shipping as many to the US market as they could otherwise.

echo alpha papa
Guest
echo alpha papa

With these numbers, i think 400k for 2018 is achievable – i was thinking 300k at the start of the year, but 400k is looking doable now

baillies
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baillies
At first reading your comment I thought I cannot see 400K, but after typing below I think you could be right, really depends on when Tesla can start the second 3 line. how many Bolts GM can sell in Q4 plus Leaf sales in Q4 too. Tesla is limited to around 21K in Q2 to keep the 200K till Q3, looks like GM is targeting Q4 so they have only around 24K in Q2 and Q3. I am not sure about Nissan but I would not be surprised if they hit 200K in Q4 too. Q4 will be massive! If GM delivers less than 10K in Q2 they have 14K in Q3 and can ramp production around August to hit Q4 running, I think this is why Barra indicated they need to increase production but don’t expect it for at least another 4 months.. So 55K Q1, ~65K Q2, 130K Q3 (20K S/X and 60K 3), leaving 150K in Q4 which should be easy… I wouldn’t be surprised if Q4 is 200K alone but it really depends on Tesla finally starting the second line and not having any major issues, also GM and Nissan trying to compete in Q4!! Pity… Read more »
Don Zenga
Guest
Don Zenga

Wow, Tesla sold 10,020 units of Model 3/S/X combined and its the 1st time they crossed the 10,000 mark in a month in 1 country.
Model-3 : 3820
Model-S : 3375
Model-X : 2825

Total : 10020

Its a 53% increase in Model-3 compared to last month and its #1 for 3 consecutive months. How come Prius-Plugin is able to rise to 2,922 while Prius-Hybrid sales is only 4,064. Lower price of plugin combined with Fed tax rebate make it attractive.

And Volt outsells Bolt.
Nice to see Leaf gradually marching ahead.
Mirai sales at 83 units is down 32% YoY, although its up in YTD YoY.

And BMW 3 Series took an unusual 21% dip in sales, still it sold 4,845 units which is 1,000 more than Model-3.

Don Zenga
Guest
Don Zenga

This is the last month that GM reports their sales on monthly basis. Here after, they will report only on quarterly basis like Tesla. Auto media like NADA / WSJ will not be able to report total US sales on monthly basis.

That means we will not know about Bolt/Volt sales unless insideevs calculates and finds which is all the more difficult. Pretty soon other automakers may follow suit or at least they will not break the plugin sales if its part of gasmobile like BMW 3 Series.

This is indirectly related to Tesla as GM does not want customers to compare the sales of their Bolt/Volt with Model-3’s rising sales. Last month itself, many automakers did not reveal their plugin sales until March 13th timeline.

This is a victory for Tesla. What if Tesla starts revealing their sales on monthly basis ?

Don Zenga
Guest
Don Zenga

Here is some comparison between Chevy Volt and Prius Plugin

Feature Volt Prius-Plugin
Seating 4 + 1 4
Range 53 25
MPG 42 54
Price (Incl Dest) 28000 34000
Interior Space 109 cu. ft. 111 cu. ft.
Trims 2 3

While Volt has an extra 28 mile range, PP beats with extra 12 MPG.
As we can see, Volt has only 2 trims (LT & Premier) which means GM can introduce another base trim at a lower price. Also a Volt with a somewhat lower 30 mile range at a lower price could swing some market in its favor. After spending a lot of money, GM cannot afford to let Volt sell at such a low volume or just go down. Base trim and lower range can be done by just removing features and not adding anything extra and this can be done at a much lower cost.

The $6,000 price differential is too much for any consumer to digest unless someone really drives around 50 miles / day.

ItsNotAboutTheMoney
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ItsNotAboutTheMoney

I think if people drive the two cars they’ll understand where some of that price difference comes from.

If you don’t care about driving dynamics or electric driving there are much cheaper cars than both of them.

And we won’t know about the reality of the pricing until the tax credits are gone.

BenGg
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BenGg

Did you get the prices backward?

ziv
Guest
ziv

The prices are net after the credit.

john1701a
Guest

No, that’s a blatant misrepresentation.

$27,100 is the base MSRP for Prime, which has a few features the base Volt does not.

Tax-Credits cannot be taken into account for any mainstream consideration either, since we’re talking volume well beyond the quota limitation.

Ziv
Guest
Ziv

Nah, it was a guess. And a faulty guess at that.
The interesting thing for me is that you used tobe able to get a Bolt for $32k off the lot, less $7500, for a net price of $24,500. This week I checked again and base Bolts are now selling for $35k, less $7500, net $27,500.
Chevy isn’t making the deals they had been on the Bolt last year. Inventory is down and Bolt sales are down as well. No surprises there.

terminaltrip421
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terminaltrip421

do we know if GM is producing 30k a year regardless of sales? because with a supply of 2500 a month and only so many sales here that should free up a fair amount to be exported. undoubtedly not enough to satiate the demand but something.

William
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William

“Hopefully, by March, we’ll be able to report healthy sales figures for the all-new LEAF.”

Hopefully, we won’t have to wait until the March 2019 IEVs report, to list the Leaf “sales figures” as “healthy”!

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

Mirai only 83?
Must be the Clarity Fuel Cell eating into the Mirai’s sales.

Get Real
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Get Real

Actually I’m pretty sure its the losing economics and physics eating into the fool cell, hydrogen hoax market.

PHEVfan
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PHEVfan

+1

Prsnep
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Prsnep

-1

ItsNotAboutTheMoney
Guest
ItsNotAboutTheMoney

😀

For your entertainment:
https://cafcp.org/by_the_numbers

TM
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TM

Flirting with the all-time highest volume month ever.

As Model 3 ramps, I think each month this year will set a new all-time records, beating the record set by the previous month.

rad
Guest
rad

Great numbers. Anyone know what the total vehicles sold were to get a percentage? My guess is just over 2 percent BEV+PHEV.

Assaf
Guest
Assaf

Woot! Just beat December 2017. This is by far the strongest Q1 month ever, and since Model 3 is still not overwhelming everything else, it was thanks to overall strength across the board.

Speaking of which: please correct the sentence “delivered more EVs in one month than any other automaker in history”, to “delivered more EVs in one month than any other automaker in US market history”.

There’s this teeny rest of the globe, you know. Trivial, but still worth remembering occasionally 🙂
In particular China where last year BAIC already delivered nearly 16k of a single model in a single month.

bro1999
Guest

What is up with the Ioniq Electric? Is Hyundai simply not shipping them over here?

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

I went to 3 Hyundai stealerships and none had any in stock. Two of them said in a few months and the other stealership had no clue what we were talking about and offered to show us a plain ICE vehicle instead.

menorman
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menorman

Not shipping them and production might also be down a bit since the Kona EV is supposed to start deliveries in SK this month and NIro EV soon after.

https://pushevs.com/2018/03/20/hyundai-ioniq-electric-sales-drop-in-february/

TM
Guest
TM

At 5K/week sometime this year, Model 3 production will be about equal to all the other EV/PHEV cars sold in the US added together.

That is, Model 3 will single-handedly double the US EV/PHEV market share.

How will the big boys react?

Recycled Hoosier
Guest
Recycled Hoosier

Errata: According to another website that reports both Plug-in Hybrid and Hybrid sales in separate categories, Ford sold 105 C-MAX Energi Plug-in Hybrids during March 2018, not 0.

TheWay
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TheWay

That makes sense, I knew the c-max energi production was discontinued but it made no sense for it to just suddenly be 0.

That said, Ford really needs to up their EV game : /

Najeeb
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Najeeb

Wow..far exeedibg expectations. The market share in March is at record 1.55 percent and for the year at 1.33 pc. Hopefully we cross 2pc barrier by dec. I have one request from insideevs if you guys can get some estimate for the new ev entrents such as Karma automotives and Workhorse trucks in the list. That will b awesome.

Mr. M
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Mr. M

I think model 3 Sales in June will be 0. To avoid getting to 200.000 total sales in June already. In fact even total Tesla sales in June might be below 1.000 Units. Expect July Numbers to be above 20.000 in such a Case 😀

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

I think I read Tesla has 21K then they hit the 200K mark. Even if they made 5K in April and May, they still have wiggle room.
Gunna bet that was the plan all along…….lol

josborne
Guest
josborne

My own estimate is 173k cars sold in the US at the end of Q1 2018, plus 4k in transit, so they will definitely hit the limit if the sustain their 2k weekly Model 3 production.

If wonder if it would be smart to announce officially that they will prioritize other countries towards the end of the quarter… of course some will see it as “gaming the system”, but it isn’t illegal, and surely other automakers will do the exact same thing.

Don Zenga
Guest
Don Zenga

I think C-Max Energi sold 105 units, please include it.
Wow, 26,268 vehicles sold last month is an all time high.
And who led the tally: Tesla Model-3. Nearly 40% of sales
came from Tesla alone. Anyway other automakers are getting serious.

Now the share of plugins stand at 1.59%. March happened to be a strong month in sales.

josborne
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josborne

“Tesla as a whole, with only three models, delivered more EVs in one month than any other automaker in history, with over an estimated 10,000 sold.”

Great success for Tesla, but that sentence doesn’t make sense. Three pure EVs is at least two more than any other brand offers in terms of non-compliance EVs, so from this perspective Tesla being ahead is only logical.

Michael
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Michael

If I compare your list with the official Tesla quotes:

Type … insideevs … official numbers
****************************
Model 3 … 8.180 … 8.180
Model S … 5.300 … 11.730
Model X … 4.500 … 10.070
Total … 17.980 … 29.980

So there are missing 12.000 cars or 66,7 %. When will you fix that?

SE
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SE

Because the numbers are not wrong as already explained in another post. Offical numbers are global sales. Insideevs are only US sales.

james
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james

I think it’s sweet that 1,000+ units only gets you in the top 8.

TM
Guest
TM

April Model 3 numbers may surpass their cumulative total for the 1st 3 months > 8200.

I’m wondering it will crack the 5 digit level:
> 10,000 model 3 cars in April.