US All-Electric Car Sales Charted: November 2018

DEC 30 2018 BY MARK KANE 10

All-electric car sales highly increased in the second half of 2018

The ramp-up of the Tesla Model 3 changed the image of pure electric car sales in the U.S. The volume not only reached new records (around 33,700 in September), but BEVs finally went truly mainstream (Model 3 is one of the most popular passenger cars). Let’s check out the pure electric car sales.

The split between PHEVs and BEVs requires some assumptions, because vehicle classification is not digital and we don’t have all the data. In this report we assume to add all plug-ins without internal combustion engine to BEVs, and all with internal combustion engine (in any configuration) to PHEVs. Because the BMW i3 comes in two versions (with or without ICE – REx) and we don’t know exact numbers, we assumed 50% for BEVs and 50% for PHEVs. We believe that i3 sales were at least around 50/50 in the first few years, and most recently longer-range BEV i3 takes probably two-thirds of sales. Some of the results for the other models are also estimated – see our monthly plug-in sales scorecard for data.

There are only 19 mainstream all-electric cars on the market (and 34 plug-in hybrids) – some models are all-new, while others are being withdrawn. Overall, BEVs note higher results then PHEVs.

In recent months, BEV sales accelerated reaching an average of more than 29,000 in the past three months. BEVs represents now the majority of all plug-ins.

U.S. BEV Car Sales – November 2018

During the first 11 months of this year, almost 200,000 all-electric cars were sold in the U.S., which is the best result ever (up 124% year-over-year). The total volume since 2010 is almost 589,000 (55% of total 1.078 million). The share among all plug-ins for the 11 months increased to 64%.

The best selling BEVs since 2010 are:

  • Tesla Model S – 140,642 (24% of all BEVs)
  • Nissan LEAF – 127,875 (22% of all BEVs)
  • Tesla Model 3 – 116,304 (20% of all BEVs)

Just like in the case of PHEVs, three top models account for almost two-thirds of all BEVs.

Categories: Nissan, Sales, Tesla

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10 Comments on "US All-Electric Car Sales Charted: November 2018"

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Pretty close to 50-50 until Model 3 came along

Model 3 and the new technologies that are coming will tip the balance even further in favor of the BEV.

Five years ago it seemed that PHEV would follow an evolutionary path that would have seen new models with smaller gas engines and larger batteries. Not the way it happened, consumers seem to prefer getting rid of the gas engine altogether.

Love our Pacifica PHEV. But if we could get an all-electric version for the same $$ and 300-400miles range, it would be preferred.

EV prices are too high when compared with comparable ICE counterparts.
Even with 300mile range, when you go on a road trip for the weekend, you will likely have to charge once, which will be an inconvenience.
So the real Tsunami creating change from ICE/PHEV to BEV would be the combination of reasonable BEV prices for the buyers + 300 mile range + placement of quick charging stations as ubiquitously as gas stations.

When that happens, I will be willing to replace all 4 of my ICE in the family to BEV.

Day to day no visits to gas stations not oil changes nor smog check appointments. And on road trips have a stop and have lunch breakfast or dinner instead of babysitting the refuel process is much less of an inconvenience compared to legacy gas cars. We have been all electric since 2016, no way I would go back to anything less.

Right – because weekend roadtrips of more than 300 miles (one way) are commonplace? Add a 15 min stop and you are at 400 miles and that has to be really stretching the limit of a weekend trip for any sane person.

So buy a BEV for the person who has the longest daily commute, and keep one of the ICE cars for the long family trips. Doesn’t have to be all-or-nothing.

I would agree with your first statement for all except for Tesla.
Tesla’s pricing on the MS/MX was cheaper than comparable ICE counterparts. Right now, it is in flux.with the killing of the 75, so we do not know if it will be cheaper or not.

However, TM3 is cheaper than its comparable ICE counterparts.

As to vehicles like Leaf, Bolt, etc, yeah, they are a good $10K more expensive than their comparable counterparts.

As to your range, if you are driving more than 300 miles without a break, then sooner or later, you will be a statistic. That is a good 4-6 hours of driving.

I love your charts. I’d like to know if the EV trend is simply compliance cars (Telsa excepted). The 2026 ZEV requirement is 16% but since each EV is worth 4 EV credits, that is actually 4%. And since the ZEV states comprise 26% of the US car market, that is 1% nationally. Tesla aside, we have not hit 1% nationally.

In the current quarter, Telsa sold 90% of all EV sold in the US.