September 2018 Plug-In Electric Vehicle Sales Report Card

OCT 5 2018 BY STEVEN LOVEDAY 120

September U.S. plug-in EV sales set to be record-breaking by breaking broken records.

How about a deep dive into our estimates and methodology?

***UPDATE: We’ve added our estimated Hyundai/Kia data to complete the sales chart.

***UPDATE: We’ve added Volvo and Porsche estimated data.

***UPDATE: BMW reported a grand total of 1,858 plug-in electric car sales in September. We have the i3 and i8 in the chart already. We’ve added our estimates for the automaker’s other vehicles.

On another, not so great note, Mercedes-Benz electrified sales were down a whopping 58.7 percent in September. The company only sold 159 plug-ins last month. We’ve now added those estimates to the chart as well.

September 2018 marks the 36th month of consecutive year-over-year monthly sales gains for plug-in vehicles.

Every month InsideEVs tracks all the plug-in EV sales/deliveries for the United States by automaker and brand. The 2018 calendar year has been the most interesting in the history of the segment, to say the least. Deliveries started off slow, but the momentum quickly changed. Now, each month is set to blow the ceiling off the past. In fact, four of the five best-selling months of all time for electric vehicles have all happened this year. September has already topped the list.

While July didn’t quite reach our estimate of 30K plug-in electric vehicles sold, it was still another promising month for the segment. Historically, July sales have failed to pass June sales, primarily because June is the end of the quarter. With that being said, August deliveries have always exceeded that of July and this August was no exception. In fact, it soared to the top of our list of the best months of all time for electric car sales. Now, September is basically behind us …  a month that historically fares well as it’s the end of Q3. For reference, in 2016 and 2017, September was the second-place month in EV deliveries for the year, only exceeded by that of December.

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

  1. September 2018 – 44,589
  2. August 2018 – 36,380
  3. July 2018 – 29,514
  4. March 2018 – 26,373
  5. December 2017 – 26,107

Through August, an estimated 190,046 plug-in electric vehicles had been sold in the U.S. in 2018. We’re down to only one quarter left before the year goes into the archives (and the record books). This month’s results seal the deal for a year that will eclipse the 300K-mark. Perhaps 350K is more like it!

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

In September 2017, an estimated 21,242 plug-ins were sold in the U.S. This August we saw nearly a 100-percent gain from last year’s numbers. Can September pull that off as well?  Would it surprise you if sales surpassed 45,000 in the U.S.? That sure would be epic and not impossible.

According to our research, Tesla’s numbers are up again for the month of September, and substantially. While other automakers are blaming hurricanes for decreased sales, it seems Tesla is hurricane proof. It comes as no surprise that the Tesla Model 3 sees continually increasing delivery numbers, and the end of the quarter push was monumental. Our early projections were right on target.

As far as U.S. Model S and Model X sales are concerned, Tesla has been able to keep overall numbers close to flat or even increasing, despite the impact of Model 3 production. Our early September projections supported this and Tesla’s quarterly release coincides quite nicely.

Based on our detailed estimates, Tesla delivered 22,250 Model 3 sedans in September and was still able to maintain last year’s total Model S and X deliveries in the U.S., at 3,750 and 3,975, respectively.

Now that September has come to a close, we have official Q3 delivery figures for the Chevrolet Bolt and Volt since GM has decided to discontinue monthly sales reporting. For September, we provided an early estimate of Chevy’s plug-in figures. Comparing those numbers with GM’s actual report shows that our estimates have continued to remain on target.

GM delivered 5,429 Volts and 3,949 Bolt EVs in Q3, which correlates nicely with our September delivery estimates of 1,549 Bolt EVs and 2,129 Volts.

Nissan LEAF sales in May were the highest the car has seen since December of 2016, at 1,576. However, as we expected, June couldn’t stand up to the previous month. We hoped for a spike in July, however, deliveries dropped again. We began to conclude that due to the continued criticism of the LEAF’s lack of active thermal management for the battery pack and the prospects of the much-improved 2019 model coming soon, Nissan may continue to have a difficult time in the interim. Nonetheless, LEAF sales grew in August and escalated even further in September.

The automaker is continuing to make strides. Nissan delivered a total of 1,563 LEAF vehicles this September.

The Toyota Prius Prime was due for another huge sales month soon. Deliveries peaked in May, at an all-time best for the model, at 2,924. Not to mention equally impressive numbers in March and April. While the last few months remained positive, the trend has started heading south. In July, Prime sales dipped below the 2,000-mark for the month, but started to rise again in August.

We’re happy to report that Prius Prime deliveries are continuing to head up, at 2,213 for the month of September.

Like the LEAF, the Honda Clarity Plug-in Hybrid made great strides in May. It also pulled pretty promising numbers for June and July. If the ball keeps rolling as it is now, we hope to be able to report a consistent ~1,500 or more copies moved from here on out. Let’s cross our fingers and assume Honda can keep inventory strong as the end of 2018 draws closer.

Fingers crossed and success it is. Honda broke records selling 2,200 Clarity models in September. Based on our estimated splits, the automaker delivered a record 2,028 Clarity PHEVs on the month.

As far as all the other models go, collectively — aside from the Tesla’s lineup — we expect total numbers to be up at least ten percent from August sales. If this proves true, we could be looking at some 43,000 electric vehicles delivered in the U.S. in August.

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

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

  1. How high will Tesla Model 3 U.S. sales soar above all others? (Incredibly high, at 22,250. In fact, less plug-in cars were sold in September 2017 in total!)
  2. Will Tesla’s end-of-quarter U.S. delivery numbers for the Model S and Model X be as impressive as that of the past despite the growing Model 3 delivery ramp? (Surely impressive. Tesla’s total number of Model S and X vehicles delivered this September is almost spot on from September 2017.)
  3. Is September the month that Toyota Prius Prime deliveries bounce back more convincingly? (Yes. Prime deliveries are headed up, at 2,213 on the month.)
  4. Now that the Chevrolet Volt has surpassed the Chevrolet Bolt EV for overall sales on the year, what story will the quarter tell as GM finally reports official sales? (Volt sales are way up to end the quarter, at an estimated 2,129 based on our data and GM’s delivery report. Bolt EV sales, while not up as high, increased as well, at 1,549.)
  5. 2018 Nissan LEAF U.S. sales were on the rise again in August. Will sales improve as the year moves on or continue to slide as customers are waiting for the upcoming 2019 model? (Yes. Nissan LEAF deliveries improved yet again, at 1,563 for September.)
  6. Honda Clarity Plug-in Hybrid sales have really impressed, especially in the last four months. How many did Honda deliver in September? (Honda sold a whopping 2,200 Clarity models in September. Based on our estimated splits, the automaker delivered a record 2,028 Clarity PHEVs on the month.)

Also of note: Toyota sold 159 Mirai vehicles in September. Honda delivered an estimated 50 Clarity FCEVs in September.

Last update: October 5, 2018 @ 9:20 AM ET

*Keep in mind that we use the words sales and deliveries synonymously. In order for a car to count as SOLD, it has to be paid in full (or leased) and be in the possession of the consumer.

***InsideEVs’ journalist Wade Malone provided in-depth, detailed, and heavily researched sales estimations and related analysis.


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

2018 Monthly Sales Chart

2018 U.S. EV SALESJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECTOTAL
Tesla Model 318752485382037506000590214250178002225078,132
Toyota Prius Prime 14962050292226262924223719842071221320,523
Tesla Model S8001125337512501520275012002625375018,395
Tesla Model X700975282510251450255013252750397517,575
Chevrolet Volt*713983178213251675133614751825212913,243
Chevrolet Bolt EV11771424177412751125108311751225154911,807
Honda Clarity PHEV*594881106110491639144514401495202811,632
Nissan LEAF  150895150011711576136711491315156310,686
Ford Fusion Energi6407947827427406045223964805,700
BMW 530e*2244136895187299425367497565,556
BMW i3 (BEV + REx)  3826239925034245804644184614,847
Chrysler Pacifica Hybrid**3754504804256507104506546374,831
BMWX5 xDrive 40e*2615966275634993214312642253,787
Mitsubishi Outlander PHEV3003233732732973903503663783,050
Kia Niro PHEV*1552462271202182812253463132,131
Audi A3 Sportback e-tron*1451992141892672382202402301,942
Fiat 500e**  21023528521525022522075941,809
Volvo XC60 PHEV*1091551671412142261852102151,622
Porsche Panamera E-Hybrid*12493362751681952002101,436
BMW 330e*1011422021661501381061921951,392
Mercedes C350e*29172208158166176165170821,326
Mini Countryman SE PHEV*127100741061632112101281401,259
Hyundai IONIQ PHEV*2217821818021714318043111,192
Volvo XC90 T8 PHEV*9910693901261331151251201,007
Kia Soul EV115163157152133571303318958
smart ED  84901038011012610310898902
Porsche Cayenne S-E*1131211972655912154560887
Honda Clarity BEV20310448523712612075122887
Volkswagen e-Golf  1781981641287632183214840
Kia Optima PHEV*861031561429883903917814
Mercedes GLE 550e*4470181938375859042763
Ford C-Max Energi234142105571864412582
Ford Focus Electric  70731378388504674558
BMW i8323947576445726755478
Hyundai Sonata PHEV*525478386762602015446
Mercedes GLC 350e*557596466606527403
Volvo S90 T8 PHEV*272952293035304045317
Hyundai IONIQ EV4936073247352112266
BMW 740e*182331601716401825248
Cadillac CT6 PHEV*62417423018262311197
Mercedes B250e  404933730010133
Mercedes S550e*13311977810876
2018 U.S. Sales Totals12,04916,84526,37319,55624,31025,01929,51436,38044,589234,635
2017 U.S. Sales Totals11,00412,37518,54213,36716,59617,04615,54016,51421,24214,31517,17826,107199,826
2018 Worldwide Sales*82,00081,000141,000128,450159,346157,933144,975172,4001,067,104

Above – 2018 Monthly Sales Chart For The Major Plug-In Automakers – *Estimated Sales Numbers – Reconciled on Monthly or Quarterly Totals, ** Estimated (Based on State/Rebate Data and other reports). BEV models are designated with the icon.


Individual Plug-In Model Sales Recap For Major Models:

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

Nest Generation, 2016 Chevrolet Volt

2017 Chevrolet Volt

Chevrolet Volt:  

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

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

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

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

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

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

According to our estimates, Chevrolet sold 1,475 Volts in July and 1,825 Volts in August.

To close out Q3, Volt sales are up nicely. According to our estimates and GM’s quarterly report, GM sold 2,129 in September.

 

 

Chevrolet Bolt EV sales

Chevrolet Bolt EV

Chevrolet Bolt EV: 

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

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

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

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

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

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

Moving into July and a brand new quarter, we estimated that GM delivered a total of 1,175 Bolt EVs for the month. August estimates indicated that GM sold 1,225 Bolt EVs in August.

As Q3 comes to a close, Bolt EV sales are back up a bit, at 1,549 deliveries for September, based on GM’s quarterly total and our estimates.

 

 

Nissan LEAF sales

2018 Nissan LEAF

Nissan LEAF:

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

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

Is the new LEAF better?

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

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

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

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

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

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

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

In July, Nissan reported a total of 1,149 LEAFs sold in the U.S., down considerably from June and down about 10 percent year-over-year. Nissan delivered a total of 1,315 LEAFs in August, up significantly from July’s total, as well as that August 2017.

We’re happy to report another improvement for Nissan LEAF sales. The automaker sold an impressive 1,563 this September.

 

 

Toyota Prius Prime sales

2017 Toyota Prius Prime

Toyota Prius Prime: 

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

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

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

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

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

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

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

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

Heading into July 2018, we were not so happy to report that Toyota sold 1,984 Prime Plug-in models. Nearly 2,000 EVs in a month is still good, but that marked the second month in a row that Prime sales dropped. Good news arrived in August, although it could have been better, seeing Prius Prime sales on the way back up was promising. Toyota sold 2,071 copies in the U.S. in August.

And, it’s headed up again. Toyota delivered 2,213 Prius Primes in September.

 

 

BMW i3 sales

BMW i3

BMW i3: 

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

For 2017, BMW i3 sales were a mixed bag.

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

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

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

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

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

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

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

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

BMW i3 sales were back down in July, at 464 delivered. This was also down 23 percent year-over-year. For August, BMW reported sales of 418 i3 vehicles, down again from July, and the second-lowest delivery number for 2018 thus far.

BMW reported 461 i3 sales for September.

 

 

Tesla Model S sales

2014 Tesla Model S

Tesla Model S: 

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

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

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

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


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

The name of that priority is Model 3.

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

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

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

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

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

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

Our estimates revealed that Tesla delivered 1,200 Model S sedans in July, compared to last year’s 1,425. Tesla delivered 2,625 Model S sedans in the U.S. in August based on our estimated data.

In September, our estimates show that Tesla was able to keep Model S sales up despite the impact of the Model 3. We report 3,750 Model S deliveries in the U.S. last month.

 

 

Tesla Model X sales

Tesla Model X

Tesla Model X: 

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


Historical accuracy/Sales Update (Oct 11th):

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

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


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

All done? Good … welcome back.

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

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

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

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

According to our data collection, Model X deliveries in July reached a total of 1,325. Last year, Tesla sold 1,650. Model X deliveries in the U.S. surely impressed in August according to our estimates, as Tesla sold a whopping 2,750.

Tesla Model X U.S. sales for September blew last year’s number out of the water, at 3,975 based on our estimates.

 

 

Tesla Model 3 sales

Tesla Model 3

Tesla Model 3: 

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

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Tesla delivered a whopping 14,250 Model 3 sedans in the U.S. this July, according to our researched estimates. As if that wasn’t good enough, an estimated 17,800 Tesla Model 3 sedans were delivered in August.

What can we say here? There are really no words. According to our estimates, Tesla delivered 22,250 Model 3 sedans in the U.S. in September.

 

 

Chrysler Pacific Hybrid (plug-in) sales

Chrysler Pacific Hybrid (plug-in)

Chrysler Pacifica Hybrid: 

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

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

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

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

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

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

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

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

This July, we estimated Pacifica Hybrid sales back down again, at 450. However, our estimates for August show that Chrysler Pacifica Hybrid minivan deliveries climbed significantly, to 654.

According to our estimates, Chrysler delivered 637 Pacifica Hybrids in September.

 

 

Ford Fusion Energi sales

Ford Fusion Energi

Ford Fusion Energi: 

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

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

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

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

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

Fusion Energi sales dropped again in July, to 522 delivered. It seemed Fusion Energi sales were slowly dying away. The magic number of ~700 was no longer consistent. To add to the bad news, Ford reported deliveries of only 396 midsize plug-ins for August.

Ford sold 480 Fusion Energis in September, still not back up to the 700 or so we were hoping for.

 

 

BMW 530e sales

2018 BMW 530e

BMW 530e: 

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

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

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

Our estimates revealed that BMW moved 536 5 Series plug-ins in July 2018, which was down from the previous few months, but still right on target with expectations. In August, our research proved some forward momentum, as we estimated that BMW delivered 749 5 Series plug-ins.

Our estimates indicate that BMW delivered 756 530e vehicles in September.

 

 

BMW X5 xDrive40e sales

x5 xDrive40e

BMW X5 xDrive40e: 

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

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

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

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

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

According to our research, BMW delivered an estimated 431 X5 plug-ins for the month of July. This was up considerably from June’s results, but still consistent with trends. However, August estimates showed a drop, as our data revealed that BMW sold an estimated 264 X5 plug-ins on the month.

According to our estimates, BMW sold 225 X5 plug-ins in September. Down once again.

 

Honda Clarity PHEV

Honda Clarity Plug-In Hybrid: 

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

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

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

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

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

Honda sold 1,615 Clarity models in July. The automaker doesn’t provide a breakdown between BEVs, PHEVs, and FCEVs, but according to our estimates, some 1,440 of these cars were likely of the plug-in hybrid variety. In August, Honda reported a total of 1,689 Clarity vehicles sold. Our research showed that some 1,495 Clarity Plug-In Hybrids were delivered for the month.

Honda sold a whopping 2,220 Clarity models in September. Based on our estimated splits, the automaker delivered a record 2,028 Clarity PHEVs last month.

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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120 Comments on "September 2018 Plug-In Electric Vehicle Sales Report Card"

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ffbj

The ev revolution tidal wave lifts all boats, even leaky ones.

phEVfan

Ford’s boat seems to have a rather large leak

leafowner

REALLY big! We used to be able to count on Ford to bring in >2k is sales per month……no mo….

King

Remember Ford announced they were going to quit making cars and concentrate on trucks, SUV/crossovers, and Mustang. None of which are currently plug-in. I ordered my Telsa the next day!

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

Looks like Ford and Mazda are going to buying some ZEV from Tesla. Like the Pacifica and Mitsubishi sales–nice.

Kent

“GM delivered 3,949 Volts and 5,429 Bolt EVs in Q3”

Are these numbers transposed?

ffbj

“For Q3, Chevrolet reports quarterly deliveries of 3,949 for the Chevy Bolt EV and 5,429 for the Chevy Volt.”
From the article just below this one. Good Spotting. Chalk up another mistake to lay at the door of the Volt/Bolt nomenclature Booboo.

REXisKing

That’s an incredible run rate for the Volt.
If they sold that many each month, they’d have a run rate of 65,000 per year.
Not even sure the Volt line has that capacity.
So, this is amazing.
Did they add capacity?
Are they serious about the Volt and not the Bolt?

Doggydogworld

You’re mixing quarterly and monthly numbers.

REXisKing

Too bad I can’t delete that post.
So, that’s only 21,000 YTD rate.
Wow, they can’t even keep the Volt assembly line fully utilized.
Looks like their set to go to the board and cancel Both the Bolt and the Volt.

jelloslug

Already over 40,000 for the month, can we get to 45k?

King

Almost exclusively due to Tesla!

phEVfan

Close, but not quite.

Spoonman.

How did Honda sell 2200 Clarities? total, with a breakdown of 2028 PHEVs, 122 BEVs, and 122 FCVs? That’s 2272.

TJKR

Wow, I am counting between 3-4% total market share for plug-in’s now in the US. Imagine if we had a decent, well priced small and midsize plug-in SUV and pick-up truck. I’d saw we’ll be well above 10% and few years after that we’ll be 20%. This will cause a sizable dent in gasoline consumption and gasoline prices.

Ron M

Imagine if the Chevy Bolt actually sold more than a Tesla X. Bolt Tesla killer NOT.
I don’t understand why all auto companies don’t just use and contribute to Tesla’s charging stations. They can then spend resources on designing and building EV’s people want.

Yves Laurin

because they hate Tesla

BroncoBet

Tesla does not offer it.

REXisKing

After they have seen the Model 3, they should have started a redesign of the Bolt and Volt, to upgrade them to compete. They have chosen not to.

Counterpoint

78k Model 3 cars sold so far in 2018. That’s slightly more than how many Mercedes C class cars were sold in 2017 and would be good for rank 65 on the top 100 best selling vehicles of last year…

…but it’s still only through September, so Model 3 sales are continuing to rise! It’s looking sure to pass 100k on the year, possibly by a lot! Welcome to the mainstream, Tesla.

TJKR

I think there will be a huge end of year push for Model 3 to get over 150K and in 2019 to hit 300K.

Eric Cote

Quick typo alert… “Questions entering August” should be “Questions entering September” I believe? Or should it be October? The entering is confusing me, not sure if it’s supposed to be the previous month we’re reporting on now or date-based, hehe

Spoonman.

Volkswagen, what are you doing?

vdiv

Still wondering what hit them… Scheming… Pondering with the MEB platform will cut it… If they could ever keep up… Change is difficult, change is hard, change is painful.
The one solace is that they are not alone, all of the legacy automakers are in the same boat. One thing that they have to be realizing by now is that expecting Tesla to fold on its own is a terrible strategy.

jelloslug

Making derivative renders of renders they made a few years ago.

Mark.ca

VW who?

drpawansharma

They have done their part by showing mock up of micro buses at various auto shows.

Texas Leaf

They are building an ultra fast charging network that crisscrosses the country. Pretty soon they are going to start building cars that can use these ultra fast chargers.

yo

Selling all of their plug ins in the EU…
VW has a multiple month waiting list for all of their plug ins in the EU right now so why ship any across the pond…

VW has packed it in for US BEVs due to the fact that they are battery supply constrained right now like most Legacy auto makers but they will be back in that often repeated 2020 time frame…

Said it multiple times but if VW pulled out of the US it would be almost irrelevant to them due to the small volume of vehicles they sell here…
VW markets… 1 China, 2 EU, 3 rest of world, 4 US…

Tesla will most likely over take VW along with Mercedes in monthly sales this month so VW is not a volume manufacture in the US…
http://www.goodcarbadcar.net/2018/10/u-s-auto-sales-brand-rankings-september-2018-ytd/

The better question for me is what are the Legacy Auto makers that sell real volume in the US doing?
Hello Ford, Honda, FCA???
Nissan, GM and Toyota at least make a little noise…

Alex Clabburn

There was a time I used to read the scorecard forensically looking for incremental signs of progress hoping that cars like the Ford Fusion Energi might scrape above 10,000 sales for the full year. The chasing pack now have the look of minnows feeding off the scraps and I’m reaching the point where I don’t care if the Bolt manages to pick up 20,000 sales or not by year end as it feels almost trivial in comparison to Tesla. Their EV market share by revenue must be huge.

jelloslug

While all the Tesla detractors are still saying that when the “other companies” start making their EV in mass that Tesla will be in trouble, I see more and more a situation like all the other times when a major shift in tech completely disrupts the existing market. It’s not going to be pretty for the current leaders.

ffbj

It’s true, that even though Musk is often incorrect in numbers of production, his overall thesis remains intact.
In that, Tesla Motors are beginning to enter the third phase of their master plan, the mass production chapter.
But I don’t think Musk envisioned how far Tesla would be ahead at this point, as I believe that as other car makers saw the light, so to speak, they would genuinely pull out all the stops to enter into the ev evolution, but that hasn’t happened to the degree, that many suspected. In fact it has been rather pitiful. .
Competition is weak, ineffectual, and limited, in many ways compared to the Tesla ethos.
The 3-5 year lead of Tesla does not seem to be shrinking anytime soon.

antrik

Well, it does look like some are now more seriously working on catching up in the future… It will be getting interesting around 2021 or so 🙂

REXisKing

Looks like they’re showing in the towel instead.

Do Not Read Between The Lines

Everybody else has focus on 2020+ when China and EU rule changes have an impact.

wavelet

The Fusion Energi? ROFL. A conversion compliance car that was outdated 3 years ago. The C-Max Energi is even worse — also a conversion, but with no cargo space which is the whole point of an MPV (and indeed, the Energi models aren’t sold in Europe). The Focus Electric is ditto a conversion — and it’s not even Ford that did the conversion.
Ford is doing zilch so far, and completely dropped the ball. No reason they couldn’t at least have had a real (sub)compact BEV model from scrathc by now, and/or a real Volt/Clarity PHEV competitor.

Spoonman.

The C-Max does have quite a bit of cargo space, it’s just weirdly (inconveniently) shaped. But it is a hatchback and can take quite a bit of space if needed. Certainly it’s out of date by now but as a used PHEV it’s a decent choice.

Mark.ca

I just can’t believe the Bolt will not hit even the modest 30k target set by GM! I jumped on them for setting the bar so low at that time but man they were right! I bet they are a bit surprised too the sale number will be half of what their top range was set at. Did not see that coming!

ffbj

Hardly a surprise.
That’s the difference between a compliance car and a car meant for mass production.

Mark.ca

Volt and Bolt are both not complience cars…no matter what you tell yourself to make you feel better.

Pushmi-Pullyu

Yeah, this persistent attempt to label one of the best-selling plug-in EVs, the Bolt EV, a mere “compliance car” is by now rather tired, and certainly isn’t convincing anyone. Persisting in this very clearly false claim is merely irritating.

antrik

What is clear is that they are trying to sell the Bolt quite aggressively in ZEV states and other compliance markets, and not so much elsewhere…

ffbj

Right . It has limited availability. Only 1/3 or so of Chevy dealers carry it, It’s not sold all over the world, just in a few markets, and mainly they go compliance states. CARB states.
It is being produced in low numbers under 30k per year.
While not strictly a by the numbers compliance vehicle it has many of the earmarks of one.

Unplugged

At what point does a limited production EV that will sell less than 20,000 units become a “compliance car”? Current production of less than 2,000 cars a month is a dribble compared to GM’s ICE sales. If GM was actually serious about producing Bolts, they would have released production to Canada and Europe. Instead, they promise production will be increased. GM has been promising that for the past six months.

Mark.ca

What are you suggesting exactly? GM to make 100k Bolts a year and store them for rainy days? They just don’t have the demand (at least domestically) for that kind of numbers. Canada will not supply enough customers and in EU they have no presence at brand level.

SansIce

They don’t have the demand because it is a clown car like the Honda Fit. I am still waiting for someone to make a car that remotely competes with the Model 3. Yeah sedans are declining – so what. Anyone that enjoys driving appreciates the superiority of a sedan platform over a SUV or micro car.

Spider-Dan

Is the top-selling EV outside China (the Leaf) a “compliance car,” or “meant for mass production”? Because the Bolt has been outselling the Leaf in the U.S. since its release.

antrik

Except in May, Jun, August, and September…

But that’s beside the point. It’s intent that makes a compliance car — and looking at Bolt availability in various markets makes intent pretty clear…

ffbj

In addition the Bolt is NA, Korea,. only while the Leaf is sold all over and certainly in multiples far beyond the Bolt.

Unplugged

Neither the Leaf or the Bolt have met projected sales. The U.S. efforts by Nissan and GM have both been embarrassing. The sales price is too high for what is offered. Leaf and Bolt are still selling to early adopters. There is NO push to sell these EVs to the regular consumer.

These cars don’t meet the traditional definition of “compliance car.” But nor do they come close to the definition of “mass production.” These automakers need to up their game. Otherwise, it appears they are content to sit on the sidelines and let other players actually produce EVs for the general public.

antrik

I believe the 30,000 per year target was global, not US-only?

yo

Sadly this compliance car labeled Bolt is the number 1 selling BEV not named Tesla in the US…
That is a telling sign of what Americans think of Electric cars at this current point in time…

Mark.ca

You guys have to help me out here…WTF is with the Outlander sales?
In CA, the diffrence between the phev and the gasser is only +$300 after sale tax and all credits are accounted for. How can people be this stupid and not buy the phev for only $300 extra? The dealers in my area are packed with them.

vdiv

It’s a question of supply, of margins, and of dealers steering people to one version versus the other.

TJKR

No one buys Mitsubishi’s period. In the US they have very poor reputation and they are considered bottom tier cars. Funny 10 years ago people thought Hyundai’s are bottom tier. Maybe 10 years from now Nissan would be considered the same.

antrik

And what exactly does that got to do with sales of the PHEV versus combustion-only variant of the very same Mitsubishi model?…

Mark.ca

What is the Sept gasser number? I see Aug at 2530.

Gabriel

Why is the Ioniq EV and the Clarity BEV selling so few units? It is even lower than the i3 or the 500e.

Mark.ca

Clarity ev is not selling anything, lease only. Ionic is in very short supply …only sold in CA I believe.
So to answer your question….because the manufacturers don’t want to.

leafowner

Simply a compliance car…

leafowner

Hard to get excited about monthly sales of a model in the 2000’s when the model 3 is 10x that!!!

I LOVE my Model 3! Can’t stand driving anything else….

Ziv

Your tag vs. your statement regarding your present car speak volumes.

Mark.ca

I’m currently out in vacation. My wife and I rented a car to get around on the Hawai’i. We took the keys and got in a loaded Chrysler 300. I pushed the start button and the gas engine started….looked at my wife, she had that weird look in her eyes as to something is wrong. We both at the same time said “OMG!”. What a strange thing is to hear loud clucking noises before the car starts. It’s crazy how fast you forget how a ice drives and behaves after driving ev just for a couple of years.

EVfan

There’s something that i’m failing to understand… Telsa declares:
“Q3 deliveries totaled 83,500 vehicles: 55,840 Model 3, 14,470 Model S, and 13,190 Model X”

How comes your chart show a total for Q3 of Model S and Model X that is about half of what Tesla declaration? But spot on for Model 3….

101101
Model 3 outsold all ev competitors in US combined in Sept. It also did so by a good margin in Sept by a good margin if you remove the S and the X. Noted also that MP3 in real world test by Motor Trend matched its bench mark Guilia a Laguna Seca (would apparently blow away all BMWs ever tested at the track- which is all of them save for a single 160k$ souped up M4) but smashes that bench mark Giulia car 0-60 by half a second and note it matched it at the race track with an unfinished track mode. Note also the Model 3 has a longer range than the Alpha Guilia but is 7x more efficient so even if you powered it with nothing but the dirtiest coal would be at least 6x cleaner. It also costs 10K less and will likely run for 800-900 K miles longer with amost zero maintenance- radically quieter and radically more reliable and will improve and improve to self drive. Also radically more convenient as no more gas station trips and offers your the ability to opt out of fossile fuels if you set your house up right. They wouldnt… Read more »
Benz

How much demand is there in the US for the Tesla Model 3?

How long will Tesla deliver more than 20,000 Tesla Model 3 cars per month in the US?

I think that it’s very well possibly that Tesla will deliver more than 240,000 copies of the Tesla Model 3 in the US in 2019.

But what about the demand for the Tesla Model 3 in the US in the years 2020 and beyond (during the next decade)?

What can we say about that?

Michael

The amount of demand is massive and growing larger. The 500K reservation holders were only the folks willing to put $1,000 down to wait in line. I’m a Model S owner and so people tend to talk to me about Tesla. Several have told me they’re on the waiting list, but many more have said they’re interested in eventually having one.

Every S/3/X that’s sold will go to a person with family and friends who have never seen a Tesla and who after seeing one up close may decide that they want one.

I typically use my frunk for groceries/shopping bags. Every time I use it for that and someone sees me, it becomes a more normal thing and curiosity piquing.

Madan R

Hello Michael

The frunk space of Model-3 is never mentioned, do you know how much cu. ft. is there. Is it mentioned in the manual, if not, will it be possible for you to measure and post it in this forum.

This will be of knowledge to many prospective customers and also to the editors in insideevs and they will post this in their Tesla related articles.

Texas Leaf

Tesla’s reservation list is about as transparent as Donald Trump’s tax returns. You have no idea how many reservations there are right now. Maybe 300,000 reservations were cancelled and Tesla is going to have to start selling Model 3s on the street.

Texas Leaf

Tesla doesn’t play well with others and it has a lot of enemies. Tesla is in a unique situation right now but unique situations don’t last. If Tesla does survive over the next couple of years it’s going to have evolve into a very different company that most the fan boys that visit this site won’t like.

SansIce

You mean like Apple did? – nope

Michael

Has it been mentioned yet that more Model 3 were delivered in September than the second highest selling car on this scorecard delivered THROUGH September?

Michael

Tesla has rounding errors larger than sales figures for most of the EVs on this list.

REXisKing

Sadly true.
Is the i3 demand so low, that they can’t sell 1000 a month?
Or, is BMW just not shipping much to the States?
It’s a great city/suburban car, if you like a fun drive.

Online there are i3’s in stock at dealerships, sure, just 1 or 2, never the less they are there.
I don’t understand the low demand.

Alan Campbell

Now with the flood of new EVs and PHEVs coming, I wish the sales chart could be divided up between the EVs and PHEVs with their own sub-totals, so it’s easier to follow and tabulate the EV sales. Then have a total for all ‘plug-in’ vehicles.

Having them all mixed up, having to pull out the EV numbers manually to get a total just doesn’t seem to make sense, especially since we are looking at a spreadsheet. The data would be so much easier to read if it was sorted that way.

Pushmi-Pullyu

You mean BEVs and PHEVs. They’re all EVs.

I’m glad that InsideEVs doesn’t try to pretend that the only EVs are BEVs, and it’s unfortunate that some EV advocates do so.

M Hovis

Can’t wait to see what percent of US sales EVs have achieved and where the Model 3 ranks this month among all sedans.

leafowner

So, can the 28 cars left on the report sell just 20% of what the Model 3 did so we can hit 45k for the month?!?

fasterthanonecanimagine

GM: “The company said Tuesday its third-quarter U.S. deliveries fell 11 percent to 694,638 cars and light trucks” (Source Autoweek.com).
Tesla: 69,925 = 10% of GM!

ziv

Wow. EV’s used to be a rounding error, now Tesla is at 10% of one of the auto giants sales. That is impressive.

Pushmi-Pullyu

It’s almost surreal seeing the numbers for the Tesla Model 3 soar past 20,000 in a month, while every other car on the entire list is stuck at 4 digits or less. 😯

It has been said in the past, by IEVs writers, that the top five sellers set the pace of sales, and all the other models put together don’t affect the total much.

It looks like now we’re at the point where the #1 seller, the Model 3, is more than half the market by itself! Of course internationally the numbers are not quite so disparate, but for U.S. sales, it looks like the Model 3 is now outselling all the other PEVs put together.

Go Tesla! Keep going Tesla!

Madan R

Many records has tumbled.
All time sales high is set by
Monthly high of 40,713 + (36th consecutive month)
Tesla Model-3 @ 22,250 units
Tesla Model-X @ 3,975 units
Honda Clarity plugin @ 2,028 units
Tesla make @ 29,975 units (just 25 units short of 30,000)

Year’s high sales is set by
Tesla Model-S @ 3,750 units
Chevy Volt @ 2,129 units

Now the Top-4 months are in 2018 with only December 2017 as the 5th. Hah; December is a year ending month.

Normally Tesla sells 25,000 units / quarter, but this time, its nearly 30,000 / month, is it 3 fold increase. Yes, more than 3 fold.

With total sales of 1,421,470 units, Tesla share stands at 2.1 %.
Share of plugins stands at 2.8%.

How come Volt sold many units, did the newer 2019 model help in sales.

Madan R

Great news guys. At sales of 22,250 units Tesla Model-3 has overtaken Toyota Corolla sales of 19,130 units last month to move into #4 in car sales. Corolla is World’s most sold model on cumulative basis.

In 2017-09, Tesla sold 117 units of Model-3. Last month sales is 22,133 units more, which translates to

22,133 / 117 * 100 = 18,917%.
Yes a 18,917% YoY increase.

Also the total Lexus sales was 24,597 which means just the Tesla car sales (Model-3 + Model-X sales) has overtaken Lexus (Car + Truck sales).

Tesla narrowly misses VW total sales of 30,555 by just 580 units.
Tesla overtakes BMW sales of 29,369 units.

Tesla is #14 in brand sales which is 4 positions ahead compared to the prior month. If the sales of heavy vehicles of Sprinter is excluded from Benz, then Tesla is #13.

Out of 34 makes, only 10 saw the sales increase last month.

Texas Leaf

There you go again comparing Tesla to automotive brands. Why don’t you try to make a comparison with the other automotive COMPANIES like Toyota, Nissan-Renault-Nissan-Mitsubishi, Ford, GM or FCA? Are you afraid to compare Tesla to the real competition?

Madan R

BMW sold 461 i3 and 55 i8. Smart sold 98 units.
That takes the total to 41,327.

All others have lower sales volume and so the total should end in 43,000.

leafowner

Do you think any of the traditional automakers now wish they actually offered an EV that someone would want to buy?!?

Jaimie

Huyndai is doing a great job with kona ev. All available cars sold. Most of them in Norway.

Texas Leaf

Maybe not such a great job. Hyundai may be able to sell all available cars but for the US that availability is zero. Hyundai still hasn’t proven they’re serious about building and selling EVs.

(⌐■_■) Trollnonymous

Dude, have you gone to any Huyndai stealerships to look for one?
I’m in CA and I can’t find one!

vdiv

The CT6 PHEV Tezzluh killah… now it goes to eleven!

Bill Howland

Forget about that car – its fired ev-hater Johann DeNysschen’s Chinese Joke. Discontinuing the ELR was such a big mistake. But the new head of Caddy is even moving the NY Headquarters back to Michigan.

Sometimes I wonder how GM can be so dumb with their New-Hires.

Yves Laurin

some peoples suggested that we may hit 300K this year, looks like it is going to be a piece of cake.

Texas Leaf

A lot of people were saying we were going to double last years numbers. I thought 300,000 was going to about the upper limit. The numbers the last couple of months though have been impressive.

I don’t believe any other manufacturer has the commitment to build as many EVs as Tesla and I don’t see Tesla ramping up production much more in the near term. I think we will see evolutionary growth in EV sales but I don’t expect the kind of sporadic growth we have seen the last few months. I think we will see 400,000 plug-in sales in 2019 but not much higher.

G2

Why do you think that when Freemont produced over 400K/year under GM/Toyota using old lines, and Tesla is still tweaking/adding capability?

Texas Leaf

Ford quit producing the C-Max Energi and the Focus Electric months ago and inventories quickly disappeared. The the new models on dealers lots are ones dealers are asking ridiculous prices for and they will probably get the price. Even used car inventories are very limited.

I’m glad I was able to own and enjoy two Ford Focus Electrics. I always thought they were great cars but I wanted something more capable. I think you’re going to have a hard time finding an FFE to enjoy now.

David Murray

I knew the C-Max was out of production, but I didn’t realize the focus electric was too. That explains the numbers. I was wondering why they were so low.

antrik

It looks like both the Clarity PHEV and the Volt could soon start outselling the inferior Prius Prime 🙂

john1701a

Based on what ?

(⌐■_■) Trollnonymous

When someone has to add up 2 different cars from 2 different manufacturers to make a comparison like he did, it shows desperation.

antrik

I didn’t add up anything. *Each* of these is close to overtaking the Prime individually. As they should.

antrik

Based on the numbers in this article, obviously. Prime is at 2213 in September (slightly up from 2071 in August), while Volt is 2129 (more significantly up from 1825), and Clarity PHEV is 2028 (huge increase from 1495). At this rate, both the Volt and the Clarity could overtake the Prime in October.

Madan R

When it comes to types of most electrified vehicles, GM gets the Cup from Tesla.

Mild Hybrid – Buick Lacrosse
Full Hybrid – Chevy Malibu
Plugin Hybrid – Chevy Volt
Electric – Chevy Bolt

When it comes to total sales #, GM loses the Cup to Tesla.
Sorry GM, Congrats Tesla.

Mark.ca

Unless it has a plug it doesn’t count!

Madan R

Tesla’s electric vehicle sales exceed the sales of all plugins and this is well known factor.

How their vehicles fare against hybrids.

Toyota published the hybrid sales of some of their models and it comes to 13,081. They skipped the hybrid sales of Camry, Highlander, Lexus-ES, Lexus-GS & Lexus-LS/LC.

Presuming the sales of those models comes to around 4,000 then the total Toyota’s hybrid sales will be 18,000. Honda sold around 3,800 hybrids. If other automakers sold 8,000 vehicles, the total hybrid sales for last month comes to 30,000.

Tesla’s sales alone equalizes the total hybrid sales. This is the 1st month that Electric vehicle sales alone exceeded Hybrids.
Another victory for Tesla and electric vehicles.
Note: Jeep Wrangler and RAM 1500 are mild hybrids and these are excluded. If included, hybrids will be much higher and are eating into the share of ICEs without any motor.

Madan R

Nice to use the words “BMW Update”, “Ford Update”, etc.
Sadly the sales of 3 models of Ford has a total of only 496 and this will dwindle down in the coming months as Ford offers only 1 trim of Fusion Energy and that too the high end trim which is more expensive.
I hope the tally will cross 44,000.

G2

Who will fail first and become a source of production capacity for Tesla? Ford at 6.6M vehicles/year or FCA at 1.8M vehicles/year?

Benz

The highest Quarterly Global Tesla Model S deliveries have only once been more than 17,000. And that was three years ago (Q4 2015).

This year that might happen again in Q4 2018.

But how likely is it that this will actually happen?

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antrik

Depends on Model S vs. Model X proportion… But not very likely I’d say.

phEVfan

If Tesla can average 24k Model 3 sales for the next 3 months, they will have 150k sales of just that one model this year! Compare that to last year’s total for all makers of PEVs of just under 200k.

Milfan

Model-3 alone holds 50% market share in the dashboard.
Without it, sales will be just at 22,000 mark which is 3-4% increase. This shows that all talk from automakers about electric vehicles is just VACUUM.

Nissan sold 2,811 Leaf’s in Japan, probably the increase is because of the launch of Nismo (Performance) version. Will Nissan launch the Nismo in USA as well?

BTW as per cars.com, Jaguar I-PACE sales started and 1 car is available for sale in NY state. Let’s see how this fares against Model-X.

phEVfan

What is up with Hyundai/Kia? Every model sold in the teens for September. They were all much higher than that just a few months ago.

Milfan

Here is the content of the email from the dealer for buying a Nissan Leaf from them. I marked the name with XXX and phone # with 999.
They want me to do the oil change. But they provided courteous service during purchase.

“Thank you for your purchase of 2013 Nissan Leaf! Your continued satisfaction and business is very important to us! Please call our Service Department at 999-999-9999 for all of our Oil Change and other Maintenance Specials! Remember; We want to keep you as a customer for life!! Take this email in for $10 off of your oil changes or any other service over $50!!! Thanks for choosing XXX Auto, please call us at 999-999-9999 with any questions!!”

Jonas Blomberg

I would like to have figures on the sales of FCEV cars (from Honda, Hyundai and Toyota). Could that be done?

David Lile

Still don’t understand why you do not include Fuel cell vehicles in your stats? No matter what is your opinion on that technology, it would be useful for your readers to have an exhaustive view of the entire ZEV market.
Best regards,