Friday, May 18, 2018

Luxembourg April 2018

Tesla Model S ahead in Models, Volvo leads in Manufacturers

Considering most PEV markets are experiencing two, even three, digits growth rates, Luxembourg can be considered as a slow lane market, after a fast growing 2017, sales in 2018 are just growing 7% YoY, with 290 new PEV's registered in 2018, with the PEV Share showing a rather low 1.5%. Let's hope the second half of the year shows this market back at the fast lande 

The two times Best Seller (2016 & '17) Tesla Model S continues in the lead, with 25 units, but only 9% share, as this is one of the most fragmented markets worldwide. followed closely by the Renault Zoe and the Volvo XC60 PHEV, with the French hatchback trying to recover the Best Selling trophy it had won in 2013 and 2014, while the Swedish SUV is confirming once again its popularity across Europe.

ith surprising low positions, we have the #12 Tesla Model X, with locals showing a distinct preference for its lower-riding sibling, while the BMW i3, #9 last year and #2 in 2016, is just #17 this year, allocation problems?

A different story explains the #20 position of the all-conquering new Nissan Leaf. For some reason, the Japanese hatchback never caught on here, ending in #20 last year, and #12 in 2016. In fact, the highest standing for the Nissan model in Luxembourg was Third, its only podium place, back in 2013. Not enough promotion from the local importer? 

Looking at the manufacturers ranking, we have possibly the most balanced race anywhere, with the current leader Volvo (16%) being closely followed by BMW (15%), with the Third Placed Volkswagen (13%) not that far, while Tesla (12%) and Mercedes (10%) are on the lookout to join the medal positions.

Thursday, May 17, 2018

New Zealand April 2018

Prius PHEV lands with a bang

Last month, 104 plug-ins were sold in New Zealand, up 154%, and pulling the year result to 423 units, helping to place the PEV Share at a record 1.2%.

Looking at the models ranking, the 2018 leadership is in the hands wheels of the usual Best Seller, the Mitsubishi Outlander PHEV, followed by the rising Teslas, with the Model S registering its best off-peak month (18 units), and climbing one position, into Second Place, while the Model X jumped three positions, now being Third.

But the big news was the landing of the PHEV version of the Prius, with 20 registrations in its landing month, a new debut best on this market, and considering the popularity of Toyota in New Zealand, one would say that the leader Outlander PHEV could have here its biggest threat so far.

Elsewhere, Hyundai had a good month, as it saw its Ioniq PHEV climb two positions, to #12, while the BEV version came closer to reach Fourth, thanks to 10 deliveries, while the Porsche Panamera PHEV had its best month so far, by delivering 3 units, jumping to #14 and confirming the popularity of the new Sports Sedan worldwide. 

In the Manufacturers ranking, Tesla is the surprise leader, with 27%, while the seven times Best Selling Manufacturer Mitsubishi is in Second Place (17%), and Hyundai (11%) in Third, but BMW (10%) and Volkswagen (9%) are on the lookout for an opportunity to join the podium. 


Wednesday, May 16, 2018

Germany April 2018

Image result for Smart ED vs e-Golf vs Zoe

Five models running for #1

The PEV Fever has definitely caught on in Germany, with April signaling 5,700 registrations, a 61% increase YoY, with the PEV Share climbing to 2.2%.

But more important than the Plug-in niche, are the seismic changes happening in the fuels mix of the mainstream market: Diesel sales continue to sink (-13%) YoY, to the benefit of all other fuels, regular gasoline-powered cars are up 19%, while alternative fuels are jumping ahead, with the highlights being CNG, up five-fold, and BEVs (+124%), but HEVs (+70%) have also grown significantly, just like PHEVs (+21%), hell, even LPG (+11%) had reasons to smile about, leaving diesel  as the sole loser, with a market share of only 33%, far, far from regular gasoline cars (62%). At this pace, Diesel sales will be dead in das diesel Vaterland by 2021-22...Would someone imagine this four years ago?

Back at Plug-in sales, count with the German PEV market to always deliver surprises, and April was no exception, the Best Selling model last month was the Kia Soul EV (721 units), even if most units end up in Norway (It wouldn't be the first time), this was the best performance for the Kia in 28 months. The Korean was followed by three other BEVs, while in Fifth Place we have another weird surprise, with the Mercedes E350e, registering its third consecutive record performance, with 316 units(!) in April. It seems local taxi drivers are getting into (PH)EVs...

Kia Soul EV
BMW i3
VW e-Golf
Renault Zoe
Mercedes E350e

In a traditionally fragmented market, where the leader has only 8% share, the race for #1 now has five models  separated for only 300 units, if the current leader Smart Fortwo ED continues losing precious ground to its followers, the Kia Soul EV was the one that had more reasons to be happy, not only recovered significant ground regarding the leadership, but also managed to surpass the BMW i3 and reach Fourth Place. 

April had plenty of changes, along with the aforementioned Kia Soul EV, the VW PHEVs had a great month, with the  #6 Golf GTE and the #7 Passat GTE both jumping two places, with the Golf PHEV becoming the new Best Selling PHEV.

The Mercedes E350e also rose two positions, to Tenth, becoming the Best Selling Premium model on the ranking, well ahead of its direct competitor, the BMW 530e, that nevertheless, also had a brilliant month, delivering a record 152 units and allowing it to climb two positions, into #17.

But the model with the highest climb in the ranking was the new Nissan Leaf, leaping 5 positions into #13, with a Top 10 position not that far in the horizon.

On the other hand, last year Best Seller, the Audi A3 e-Tron, despite having climbed two positions in April, it is still in #18, having seen its sales sink 67%(!) YoY. That's how dynamic this market is...

"Well, what about Tesla?" - You might ask.

Speaking of a dynamic market, things are quite different for the automaker in 2018, currently the Model S is only #16, far from the Eighth spot it got last year, and even farther than the #5 of 2016, still its highest standing in Germany. Having scored 544 deliveries in 2018, sales are now down 35% regarding the same period of 2017, possibly due to the Model 3 long shadow. As for the Model X, deliveries are even worse, with 227 units so far,  registrations are down 40% YoY. Are the upcoming German BEV SUVs (Audi e-Tron, Mercedes EQ C...) damaging Tesla's demand? One thing is certain, Tesla needs to do something here, especially considering that this market is on the fast lane (+70% in 2018), having already surpassed Norway as the largest PEV market in Europe.

In the manufacturers ranking, Volkswagen is stable in the leadership, with 19% share, while last year winner BMW is in Second Place, with 16% share, and Third Placed Smart (13%, down 2%) is losing steam charge and watching its immediate competitors (Kia and Mercedes, both with 11%) getting closer.

Regarding the BEV/PHEV share, BEVs are slowly, but surely, winning an edge over PHEVs, in April all-electric vehicles had 54% of all Plug-in sales, pulling their YTD lead up to 52%.


Plug-ins and Regular Hybrids

Toyota C-HR Hybrid
Toyota Yaris Hybrid
Toyota Auris Hybrid
Toyota RAV4 Hybrid
Kia Soul EV

Unlike the PEV market, always filled with surprises, the regular Hybrid market is owned by Toyota, collecting the Top 4 positions, with the Best Selling Plug-in being only Fifth, 500 units behind the leader Yaris Hybrid.

Tuesday, May 15, 2018

Slovenia April 2018

Image result for BMW i3 in slovenia
Top 2 contenders in Slovenia

Record Month

It seems "Slovenia" is rhyming with "Record Month", as last month sales hit once again unseen numbers, with 86 passenger EVs registered, a new record, up 244% YoY, with YTD sales now at 259 units, or a 129% sales increase over the same period in 2017.

This rapid growth allowed April to reach 1.1% PEV share, and while the 2018 share is still at 0.8%, it won't be long until it crosses the 1% border. Will we see this market hit 1.5% by year end? If so, it would double the share (0.7%) of 2017.

Slovenia continues to be BMW turf (33% share), with the German brand leading the PEV ranking, with the i3 running ahead of the Renault Zoe, with these two models being the main players here, and also leading the PHEV race, with the 225xe Act. Tourer, with the MPV being #3 overall.

But the April numbers say that besides the Renault Zoe (23 units in April, new record), two new models can disrupt the BMW i3 lead, with the Smart Fortwo ED and Nissan Leaf both scoring 15 units on their first full sales month, a strong case in their bid to join the rather eclectic group of Slovenian Plug-in Best Sellers (Citroen C-Zero in 2011 & '12, Toyota Prius PHEV in '13, Tesla Model S in '14, Renault Zoe in '15, BMW i3 in 2016 & '17).

As mentioned before, BMW (33%) is leading the manufacturers race, followed by Renault (17%) and Smart (10%), while Hyundai (9%), is just outside the podium.

The BEV/PHEV breakdown shows us that this continues to be a BEV-friendly market, with BEVs owning 70% of Plug-in sales.

Source: ADS SLO

Monday, May 14, 2018

Norway April 2018

Resultado de imagem para 2018 Nissan Leaf Norway

King Leaf

After March's perfect storm of records, the PEV market in Norway took some time to breathe, but still, with 6,105 units (+82% YoY) and 43% share last month, one cannot say that this market is really slowing down...

Due to a less impressive performance last month, where Plug-ins just got 43% share, the fuels mix in April showed gas cars recovering the leadership (26% of all sales, vs 28% in April '17), while BEVs were a close Second, with 25% share (sales grew 112% YoY), with PHEVs responsible for 18% of the total market (+52%), while on the other hand, diesel-powered cars scored a low 19% share (It was 29% twelve months ago), with the remainder (12%) going to regular HEVs.

At this pace, Diesel will be dead in Norway by 2020...And the same for regular gasoline vehicles before 2025.

Looking at April Top Sellers, the new Nissan Leaf continues to rule unchallenged, registering almost twice as much units as the runner-up e-Golf, and expect the Japanese hatchback to continue leading sales in Norway in the next few months. 

The remaining places went for the aforementioned VW e-Golf (539 deliveries, a year best), the BMW i3 closed the podium, while the Volvo XC60 PHEV (422 deliveries, year best) was Fourth, while the Tesla Model X delivered a surprising Fifth Place, thanks to 416 deliveries, a new record number for any Tesla model in the usually slow first-month-of-quarter, which gives credit to the theory that the automaker is focusing in overseas markets, on this second quarter of the year.

Looking at the YTD ranking, the most important news were the Tesla Model X climbing to #4, while the Volvo XC60 PHEV jumped two spots, into Seventh, switching places with the Mitsubishi Outlander PHEV.

Another model on the rise was the VW Passat GTE, that thanks to 196 units delivered last month (Best result this year), climbed to #12.

A mention for the Mercedes GLC350e, registering a record 326 units, with the Kia representatives also shining, the Niro PHEV scored a record 141 units, while its older sibling, the Soul EV, delivered 137 units, its best result in over two years, while outside the Top 20, their cousin Hyundai Ioniq PHEV registered a record 72 deliveries. 

In the manufacturers ranking, last month leader Nissan is in the lead (18%, down 1%), followed by BMW (14%), while Volkswagen (14%, up 1%) managed to reach the Third Place, surpassing Volvo (13%), and now putting pressure on the runner-up.


Models breakdown by Fuel Source

With the PEV share nearing 50%, the PEV market is starting to look a lot like the mainstream market, breaking down sales by fuel source, we have 5 BEVs, 2 PHEVs and 3 HEVs, with no ICE model present, even in a slow month for Plug-ins, which could mean that ICE models are gone for good from this Top 10.

BEVs took all podium places, with the best selling Plug-in hybrid (Volvo XC60 PHEV) being only Fourth, meaning that buyers are starting to favor BEVs, while the best selling model without a Plug (Toyota Yaris) was only #6.

With regular ICE models wiped out (For good?) from the Top 10,  and the best selling HEV only #6, maybe it won't be long for a full Plug-in Top 10. Next June?