Nissan Can’t Keep Up With LEAF Demand – Over 35,000 Orders Placed

JUN 2 2018 BY MARK KANE 89

It’s promising to see demand for the new LEAF so high, but when will supply catch up?

According to EV Sales Blog, through the end of April Nissan sold in Europe some 11,902 LEAFs, and despite that being the highest result among all plug-ins, it’s just a small part of overall demand.

In one of the latest press releases, Nissan remarked that since the launch in autumn last year, orders for the new 2018 LEAF have exceeded 35,000.

Read Also – Nissan LEAF Sales Shot Up In U.S. In May 2018

That figure was at 19,000 in the beginning of March (including 13,000 before sales even began) so there are thousands of orders coming every month and that far exceeds the production capacity in Sunderland, UK, it seems.

Like with the Tesla Model 3, Nissan has far more orders on hand than deliveries made of the new LEAF. But unlike the Model 3, Nissan is trying to fulfill orders in markets around the globe. Just recently, we saw an uptick in U.S. sales of the new 2018 LEAF, but even here we believe demand far outstrips current supply.

LEAF sales will improve for March, but how much?
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89 Comments on "Nissan Can’t Keep Up With LEAF Demand – Over 35,000 Orders Placed"

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Doggydogworld

Is that 35k orders globally or just in Europe?

Magnus H

It appears to be in Europe only (thus, Sunderland is the factory), according to the press release:

https://www.automotiveworld.com/news-releases/nissan-european-rd-operation-celebrates-30th-anniversary/

Tom

Well they delivered 28000 globally through April. Add a few thousand in Japan end of 2017 then add probably 7000 global in May and you easily are at 35000. I believe the claim in the article is global but it isn’t much of a claim and no evidence of backlogged orders.

Tom

Then again there’s no reference link or article quote in the article to substantiate the 35000 statement

We try not to source automaker media sites for press releases, or we copy the whole press release into the article. Their media sites aren’t equipped to handle high-volume traffic, and some sites have logins for certain areas. If it comes directly from an automaker press release or email, we make sure to make that clear in the article.

We spend a great deal of time tracking down all the information, and if we give the source (which almost all other publications refuse to do), then we just handed them the story – easy to find – no work on their part, etc.

If Inside EVs claims a manufacturer as a source, there’s no need to question that. If you can’t afford us a modicum of trust, we’re very sorry to hear that. Good luck.

Robert Weekley

Steven, Is that a new policy? It sounds like a Chinese Bususines pitch: “Give us your Money, and Trust Us. In 30 Days after you pay, we will ship your batteries!”

Other than that, what makes you think providing a link to their press release = “then we just handed them the story.”, or that you would flood them with referral traffic, such as to crash their site, or annoy people because it is a registered or even a paywall site (that you pay for, but I might not have)?

Maybe 1 in 10 stories I read, with such references, would I follow the link to verify, exactly because I do trust you got it right, but might want to either see more, or other sories from the same source, to get a sence of their quality of reporting or history. Other readers might check each story, and yet others Never Check the reference link!

None of this is about “Trusting You”, but more about you Trusting Us, your Readers!

Magnus H

“NTCE has most recently been integral in bringing the new all-electric Nissan LEAF to market; from implementing the European customer requirements through to launching the European production at Nissan’s UK manufacturing plant (NMUK) earlier this year. Since its launch in autumn last year, orders for the LEAF have exceeded 35,000, making it the fastest-selling electric vehicle in Europe.”

https://newsroom.nissan-europe.com/uk/en-gb/media/pressreleases/426227509/nissan-european-randd-operation-celebrates-30th-anniversary

Yea, surely exists. We wouldn’t mention a Nissan press release if it wasn’t real.

We have a particular competitor that hounds the site for all automaker media press release source links and a breakdown of the information. Then he republishes it with no credit to Inside EVs. There are actually a few sites like this that “steal” our sources and hard work and then get credit.

William

It is very unfortunate that “a few sites ‘steal’ ” IEVs source material.

When those particular sites try and take credit, for all of IEVs diligent hard work, it should be at least noted here that, somewhere someone once said that “imitation is the sincerest form of flattery”.

As many readers here probably already know, the pretenders, borrowing your source material without proper permission, are actually just fooling themselves.

G2

Please ‘out’ the plagiarizing site.

It’s been done over and over. No luck there. In fact, if we mention anything in any of our stories that the other site mentioned before us, we often get a contact or a takedown request. People don’t play nice or fair. It’s the internet and it kind of sucks. Many are out to pick fights. We’d rather spend our time publishing the news and trying to collaborate with people and be a part of the same cause.

The other issue is that you can’t really say a site is plagiarizing if an automaker puts out a press release and you cover it, then they cover it also. The press release went out first and becomes public information. However, the tough part is if every story you research gets published shortly thereafter on the other site without a source link to your site or the original source.

The expectation is that you will say something like: We learned today from Teslarati … Or: A story we discovered on Automotive News …

Then include the source at the bottom of the story to the site that you discovered the news on, as well as the original source, if you can find it or if they mentioned it.

What we find, however, is that these “other” publications (not the two listed above since they’ve always been gracious and supportive) find the story on our site, re-write it quickly and publish it as their own without ever mentioning InsideEVs or crediting the original source location that we took the time to thank and credit.

This is just not how it is supposed to roll. Off my soapbox now. Thanks for your support!

Robert Weekley

Should be easy to show that, based on your server stats & timing, right?

Robert Weekley

Ouch! 1 step short of Proof? It’s a silly Pres Release! It’s a standard place on an OEM’s web site! Can you quote the logistics of their Viewing of your site, and the time delay to them publising the (basically) same story?

I have read a story on your site, that was also published PREVIOUSLY on other similar competitor sites, too! Shall I think you copied that story from them, if you don’t credit them?

Plus, sometimes your story on the same info is a week or two behind them, should I say your team was “asleep at the switch?”

And why is this about Competitors, versus Giving Us the News, and maybe your thoughts on it?

Sorry. I think my messages were unclear. What you’re referring to is not at all what I meant. Things get misconstrued or misunderstood on text. I totally agree with what you’re saying and that is similar to what I was trying to convey. Let’s not go on and on about, because the more I read my comment and your responses, the way more twisted it’s all getting.

We provide a source at the bottom of the article for just about every story we publish, aside from some global press releases that have been missed or the press release is copied in, or it was referenced in the body of the piece. We also make mention of the other sites that the story comes from, so as to support them. Some of them support us back and we actually share and are friends. Others have attacked us many times in the past and caused quite a bit of stir, which makes this a difficult topic.

Anyhow, we will always make every effort to provide you sources even if other competing sites withhold them.

Gasbag

“Nissan says it has received more than 19,000 orders for the new LEAF in Europe, including 13,000 of those being placed before the car was even in retailer showrooms.

A new orders is being placed in Europe right now at an average of one every 12 minutes! Well, that’s more than 3,000 a month right?

We believe that the previous report of 40,000 orders globally now stands at 50,000 or 60,000 or perhaps even more.”

The excerpt above was from an article dated March 6, 2018.

Cllicking in the links they provided is to difficult for some so i’ve Copied a relevant excerpt for you. Let me know if you need for me to explain it to you. See below for the more complicated math.

William

The authors opinion is relevant, just be sure to note his use of particular words, like “it seems”, and “we believe”.

The Sundered UK plant is apparently at or near full tilt Leaf production for Europe, if that is actually the case, then this is absolutely fantastic news for Nissan, and the apparently well received (in Europe) 2018 40kWh Leaf 2.0.

This demand outstripping supply issue, is especially welcome, for all near term New EV launches in Europe, if this supply issue truly remains the case, through at least Q2 2019.

Gasbag

“Just give us the facts”

They not only gave you the facts they also gave you the links. Click on them and read. If you are able to read and perform basic math you’ll see that EU orders were ~3,000 per month in Feb. In the last three months they were over 5,000 per month (( 35,000 – 19,000) /3). 5,000 per month exceeds Nissan EU’s production capacity.

William

What is the maximum Leaf production, at the Sunderland UK factory, without adding any additional Leaf assembly production lines? Somewhere between 50k – 60k annually?

Maybe they can up production before some other New EVs launch in Europe in 2019.

Alan

This is a few years old but states 60,000 a year so only 5,000 a month purely for the leaf.
https://newsroom.nissan-europe.com/uk/en-gb/media/pressreleases/14527/nissan-to-build-leaf-electric-vehicle-in-sunderland

Alan

“Nissan also said that construction of its advanced lithium-ion battery plant, announced last year, will begin this April. The facility, which will be located at Sunderland, will have a production capacity of 60,000 units a year and will start manufacturing batteries in 2012 for both Nissan and its Alliance partner Renault”

Lamata

Tesla Has 450,000 orders how are they ever going to keep up with that kinda demand .. And these Guys are Bragging about 35000..orders ??? That’s Good to hear , But, Give It a Rest Nissan ……lmao

JoeInthe UK

Where are >>Nissan<< bragging in that article?

Charge of the light brigade

Shout it from the roof tops Nissan and Tesla. Obvious that things are now well and truly supply limited and not demand limited. Demand limit is the problem now come on now people ramp ramp ramp UP. 🙂

Charge of the light brigade

Oops Supply limited . Sorry too many drinks around the pool on hols. Lol

Robert Weekley

It would then seem that with lots of Bolt EV’s on dealers Lots in California, that they are Demand Limited there, but with up to a Year wait for a Bolt EV in Ontario, Canada, they are Production Limited! But really, it is just a lack of Will to ship them across the Ambassador Bridge to Ontario!

Gasbag

“Tesla Has 450,000 orders how are they ever going to keep up with ……lmao”

Tesla had 325,000 orders after week one. ( 450,000 – 325,000 = 125,000) / 26 months = ~4,800 per month.
4,800 < 5,000. Oh…. and you are comparing Tesla’s world orders with Nissan EU’s orders. Don’t laugh too hard.

Charge of the light brigade

Musk is a legend. Tesla is on track to force the world to change. Most important thing for me is Tesla turn a profit Q3 as they need China factories and Europe factories. Nissan which i own two leafs need to start producing a qashqai type ev with 200 real world miles and they too would blow the market apart.

dan

“Most important thing for me is Tesla turn a profit Q3“

Lol.

Charge of the light brigade

Here’s hoping eh Dan.

Charge of the light brigade

Seriously though can’t state the importance. It’s okay stating ramp up cost and small volumes but when your volumes increase then you have to step up to the mark i do pray Musk can do it and i wouldn’t bet against him. YOU CAN’T LIVE OFF CREDIT FOREVER. But saying that you need belief and i for one believe. Or alternatively we can keep on burning fossils like there’s no tomorrow and see where that takes us.

Gasbag

“Seriously though can’t state the importance. ”

I don’t think they need to actually turn a profit in Q3. Showing a significant increase in revenue and reducing losses to below 250,000,000 should be good enough for the market.

Their solar and battery units should start contributing small profits instead of large losses. The policy changes for their charging network should allow them to slow capex burn rate. There are clear indications they have/are addressed/addressing their M3 production issues. If they were to hold 5-10k M3s for two weeks in June and recognize that revenue in July then they should be able to Report a profit or something close to in Q3.

Charge of the light brigade

I am obviously sozzled and a little confused but if Musk states Model 3 is profitable at 5000 plus a week and he insists they should be making 5000 a week in Q3 and model s and x and power pack and solar are profitable then whats up bro. I love tesla and Musk is a visionary but share price is key which means confidence. If Q3 is not profitable watch them run for the hills. That is something 8 would HATE to see. Cmon Tesla.

Robert Weekley

Just remember “Short Squeeze”, and Elon has way more insight into problem & resolutions to them, than we do!

Lamata

Tesla is Turning a Profit As We Speak But Re-investing in Growth , Superchargers & So On ,,So it “ONLY” appears as Though That they are Not Making Profit , Because, they are Still Growing The Company…, With Good reason ….

MoMac

All car companies spend a lot on Capex.
Looking at Q1 2018, Tesla’s Capex (from cash flow statement) was about $728 million. Meanwhile, GM’s Capex for Q1 2018 was about $2.3 billion.
Over 3 times the amount of Tesla’s.

And Capex isn’t expensed, it is capitalized and depreciation of the assets are amortized.
Depreciation affects income statements, not the total amount of Capex.

Looking at Tesla Q1, what would happen if we pretended depreciation for Q1 was zero.
The loss was -709,551, while the depreciation in Q1 (from cash flow statement) was 416,233. Lets pretend it was really 0, and add that 416,233 to the profit.

You get -709,551 + 416,233 = -293,318. Still a loss.
If you did the same with Q4 2017 and Q3 2017, you would still see losses. Q2 2017 would show a very tiny profit if depreciation had been 0.

Obvious depreciation will never be anywhere close to 0 — this was just to prove a point.

Robert Weekley

Dan, you disagree? Or you think that condition for Elon’s pay package is something he could not care about?

Lamata

& Tesla M3’s are almost 2X’s The price of a LEAF.You make me R O T F …. L M A O ….Cheers !

Robert Weekley

You forgot, Tesla had over 100,000 Reservations, before the Model 3 rolled out on stage, and 250,000 Reservations by day 2 or 3.

Still, what is Nissan counting as “Orders?” Tesla only counts “Orders” as those who have got their Invites to order, and then commited to the purchase, with the balance of the down payment, after the initial “Reservation” payment!

Of the “Net 450,000 Reservations, one must also not forget there were more, as in add the some 63,000 Cancellations, for a “Gross Reservation Count”, of some 513,000 Model 3 Reservations! Some cancelled because they needed a new vehicle sooner, some since it had a Trunk instead of a big glass hatch, per the Model S, and some because they felt it might not arrive if Tesla went “Bankwupt!”

kbm3

Great news. As far as I’m aware this is the only non Tesla EV with > 100k/year production plans.

Gasbag

“As far as I’m aware this is the only non Tesla EV with > 100k/year production plans.”

If you don’t count single fuel serial hybrids like the Nissan Note and you don’t include China then you are probably right but if you consider the Prius Prime an EV then you might be wrong. I’m not sure what their plans are but they could break 100k with a decent Q4.

F.. hybrids

Hybrids are not EVs. They are a mean to delay massive BEV adoption, perpetuate the burning of FF and the internal combustion engine.

Gasbag

“Hybrids are not EVs. ”

You are entitled to your opinion. Regardless hybrid is no longer well defined. The Note ePower has a 100% electric drive train but is powered 100% by FF. Is it a hybrid? If you add a REX to a BMW i3 is it no longer an EV? A lot of Volt drivers rarely will us any FF. Based on your definition none of them are EVs.

Schlomo Goldberg

I agree with him. If it’s not 100% battery powered it doesn’t count.

eject

The Nissan Leaf is the best selling EV since years and it will keep its crown in 2018.

Magnus H

Bold claim. But I think you are right.

JP
Mark.ca

He is talking world not US…and no, this year will be TM3.

sola

Possibly, but if Tesla continues ramping up like in the past month, they will likely beat Leaf global sales within 2018. Almost certainly in early 2019.

Of course, it is possible that Nissan can also ramp up but unlikely since they will most likely be battery constrained. The old AESC plants are at full capacity and the LG Chem contract is probably for a fixed number of packs for the 2019 MY to be shipped in 2019. Since LG Chem is also at full capacity ATM only a massive, new battery plant (like the Tesla GF) already in construction could improve their situation markedly.

There is no sign of a massive new LG Chem factory, so the Leaf rampup can only be limited.

arne-nl

http://ev-sales.blogspot.com/2018/05/global-top-10-april-2018.html

Nissan delivered 28k Leafs and Tesla 12k Model 3’s in the first 4 months of 2019. Nissan delivered on average 7k/month for the first 4 months of the year. May will likely be a tie between the two.

So for the remaining 7 months Nissan has a 2.3k/month margin on Tesla. With Tesla ramping to 20k/month, I would be surprised if the Nissan Leaf came out on top.

Robert Weekley

Arne, edit your year! 2019? We are not there yet! 😱

arne-nl

Yup, meant 2018

Mint

Are you that pessimistic about the Model 3? I like the new leaf so much that I got one, but it doesn’t hold a candle to the Model 3, and it’d be a disaster for Tesla to fall short of 150k this year.

Or are you only talking about cumulative sales?

Robert Weekley

Watch your 6! That car coming up fast is about to show you its Tail Lights!

michael

Face it, folks. Most of the market dont believe the massive propaganda about TMS. Dissapointing Sunderland cant keep up.

Charge of the light brigade

Oh but you need to take into account my use case of 300 mile commute each way. Plus i need to do 0-60mph in 0.0005 seconds in my 48 tonne truck. Evs just dont cut the mustard.

Robert Weekley

Ooops! You forgot the most gracious “/S”!

Or why so slow? My Electric Rail Gun does 0-6000 at that goal you have for 0-60!
/S

Mint

Nissan definitely deserves it’s reputation for making a crap battery given the data out there.

But when every other non-Chinese automaker making sub-$40k EVs is limiting production (because they’re losing money, or have no confidence in committing to large long-term battery contracts, or whatever) I can’t blame Nissan for it’s choice.

I can definitely say I prefer having ProPilot and 7.5s acceleration to 0-60 in my Leaf than the advantages of a TMS. IMO, it’s a far better driving experience than an Ioniq or eGolf, and probably lower cost, looking at Nissan’s desire and effort to sell versus that of Hyundai and VW.

I honestly think the future of non-performance EVs is without a TMS. Chemistry advances (by that I mean electrolyte & additives, electrode quality, etc) will make it overkill. Jeff Dahn’s work suggests 95% life after 1000+ cycles at 45 degrees Celsius is possible.

Dudamus

The Nissan LEAFs have the best battery chemistry. You have not been paying attention to things. They don’t even require active cooling to prevent them from bursting into flames.

Assaf

1. They can ship to Europe from Japan. Which I think they’ve routinely done in previous years.
2. In the US there’s ~3k of dealer inventory for the 2018 Leaf. So the issue is not supply, unless they totally mis-balanced the inventory, which may be partially true; e.g., less than a quarter are in California. But still, the hot Leaf markets all have hundreds in inventory.

eject

Neither the European nor the Japanese market is working with inventory. They are al build to order.

sola

1) In that case, they would probably have to pay significant EU import taxes which would eliminate some of the demand due to a price too near to the base TM3, forcing people wait for Tesla.

Remember, this is a car without a TMS and with a known battery degradation problem from the early 24kWh and the recent 30 kWh packs.

G2

In western Canada people are still waiting months for orders to be filled.

SJC

Let’s see how the 40 kWh packs hold up.

sola

Yep, this is why I put my 2018 purchase on-hold.

The 30 kWh degradation problem is a serious exclamation mark for this car too. I will only consider the 2019 MY Leaf with the 60kWh pack with TMS (or with a 2018 unit purchased extremely cheap, which is unlikely with such demand).

Mint

That’s why I leased. I don’t think Nissan will mess up their battery chemistry yet again, especially when their target is 100k+ sales per year, but I can’t rule it out.

But the 60kWh isn’t going to be a big seller in 2020 and beyond, IMO. The whole premise of the Leaf is to be a very good value choice. Add $5k to the price and it faces much tougher competition.

Dudamus

The 30kWh batteries are the best yet. I hope the 40kWh batteries are even better.

Tom

If I were confident in the battery not degrading the Leaf would be my number one recommended car in the US, but it’s too big a risk.

Robert Weekley

On a short 1 block loop auto show test drive, I liked the new Leaf, but the IONIQ EV was no Slouch Either!

Basically, Leaf Vs Model 3 LR, both similar costs per mile range, but the Model 3 is more usable. If I was not so big on Road Trips for at about Half my Long Trips, or if I had aquired my own Airplane, the Leaf would do just fine!

yo

So Nissan cant keep up with demand nor can Tesla or VW or Hyundai or ??…

Is there some writing on the wall somewhere about something??

Fancy a Bev Mate?

I have mine and its the Best Ever Vehicle quite ironic considering they are also a BEV 🙂

Kenneth

Love my new 2018 Leaf too!

SAB

I ordered mine in April and delivery possibly promised for sometime in September

EVShopper

Astonishing. I don’t get the appeal.

Gasbag

“Astonishing. I don’t get the appeal”

We had this discussion months ago and so many declared the 150 mile Leaf DOA due to lack of range. They refused to accept that price might be more important than an extra 90 miles of range that is seldom used.

Nix

Especially in parts of the world where typical drivers drive much less than US drivers each day.

Mikael

Which EV is offering an extra 90 miles in Europe? (the Ampera-E is basically not sold in Europe and almost twice the price of a Leaf anyway)

There is no competition to the Leaf.

u_serious?

Is this the same model with the battery pack found to degrade faster than the smaller previous pack generation?

Gasbag

“s this the same model with the battery pack found to degrade faster than the smaller previous pack generation?”

No. This is the 40kWh pack in the 2018. Try to keep up.

Dudamus

I think you have been reading and spreading to much fake news. The 30kWh battery is far superior to the 24kWh packs.

Supercharger

Production hell! They can’t keep up, huge production problems. Sell their stock before they go bankwupt!

Robert Weekley

Naw! Nissan is still Firmly in the ICE AGE!
No Electric Tundra yet, after 8 years, might be a Clue, nor even a Hybrid one, let alone a PHEV or BEV one!

marshall

Psst! The Tundra is a Toyota product.

https://www.toyota.com/tundra/

David McNally

Very ugly car! What is up with those taillights?

Murrysville EV

“orders for the new 2018 LEAF have exceeded 35,000”

I don’t believe this. After I simply clicked on a link asking for Nissan to keep me updated on the new Leaf, they responded by email, thanking me for my ‘order’.

Nissan has a funny way of counting ‘orders’.

Tim

Why are other respected sites, i.e. Cleantechnica, reporting that sales are falling off a cliff? Seems the exact opposite to me. And another question: why not wait and buy a car with a decent battery and a active thermal management?

Dudamus
Hopefully Nissan, Tesla, and Chevrolet can all increase production ten fold. There still seems to be a of fake news being spread about LEAF batteries having a problem with a lack of TMS. That a mark of a superior chemistry that doesn’t burst into flames when it is charged. You might also blame a lack of understanding, the LEAF is a leading environmentally affordable family car. nothing more. However, if they want to charge those LEAFs at 150kW for the new Chademo’s they will have to add a TMS system. Maybe like the TMS they have been using on their delivery fleet electric vans for years now. Those are quick charged after every delivery. The real problem with EVs and battery degradtion is with high heat and 100% charges. Do not let your EV sit at 100% charge in the heat. The Tesla forums have a lot of great advice about avoiding 100% charges. The used Tesla sales pages are also full of Tesla for sale that have new batteries and have never been charged to 100% or never charged past 80%. They say that for a reason.
Dudamus

i WILL BE GLAD WHEN WE CAN SEE A MMILLION leafS, tESLAS, volts AND BOILTS ON THE ROADS.