Friday, December 8, 2017

Spain November 2017




(Zity-driven) Zoe #1

After a record result in October, the PEV market in Spain took some time to breathe, but it was still up 34% to 678 units, pulling the yearly tally to 6.447 units, doubling last year result, with the PEV Share staying at a record 0.6%.

Interestingly, looking at the BEV/PHEV breakdown, November showed PHEVs outselling BEVs (57% share for PHEVs), while YTD, plug-in hybrids are running behind (46% share).

The Renault Zoe was once again Number One on November, with 127 deliveries, part of them still belongging to the Zity carsharing deal, a partnership between Renault and Ferrovial, operating in the capital Madrid.

Good month also for the BMW i3, scoring 62 registrations, 15 of them being Rex units, while the Mercedes GLC350e scored a personal best of 49 deliveries, and the Kia Niro PHEV stormed through the ranking, reaching #25, thanks to 45 deliveries, in its first real sales month in Spanish lands.

Moving on, the Mini Countryman PHEV here too confirms the success across Southern Europe, rising to #8, being the current Rookie of the Year, while the recent Porsche Panamera PHEV was up to #12, thanks to 25 deliveries, representing 68% of all Panamera sold last month and 13% of all Porsche sales.

On the manufacturers ranking, there was a leadership change, with Renault (18%) back at #1,  displacing BMW (17%, down 1%) from the Top Spot, while the Third Place is being hardly fought by Mitsubishi (9%, down 1%), Nissan (8%, down 1%) and the rising Volkswagen (8%) and Smart (7%).

PlSpainNov.YTD'17%'16Pl
1Renault Zoe1271.159184
2BMW i36263295
3
4
5
6
Mitsu. Outlander PHEV
Nissan Leaf
Smart Fortwo ED
Mercedes GLC350e
50
15
37
49
601
509
352
286
9
8
5
4
1
2
8
22
7
8
9
BMW 225xe Active Tourer
Mini Countryman PHEV 
Volkswagen Golf GTE
35
43
29
248
207
197
4
3
3
15
N/A
11
10Tesla Model S17186321
11Volkswagen e-Golf
3
1653
27
12Porsche Panamera PHEV25151235
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

Audi A3 e-Tron
Tesla Model X
Citroen C-Zero
Hyundai Ioniq Electric
Volvo XC90 PHEV
Smart Forfour ED
Volkswagen Passat GTE
Hyundai Ioniq PHEV
BMW 330e
BMW X5 40e
Kia Soul EV
BMW 530e
Kia Niro PHEV
Porsche Cayenne PHEV
Audi Q7 e-Tron
Kia Optima PHEV
Mercedes GLE500e
Mercedes E350e
Others
2
15
15
7
9
6
10
7
13
13

8
45
3
9
1

6
17
149
145
123
118
114
109
107
105
104
80
79
71
64
56
53
35
34
33
169
2
2
2
2
2
2
2
2
2
1
1
1
1
1
1
1
1
1
3
23
33
3
N/A
9
N/A
13
N/A
17
10
14
N/A
N/A
17
28
N/A
16
N/A


TOTAL
678
6.447
100




Thursday, December 7, 2017

Netherlands November 2017

Image result for VW e-Golf in netherlands


VW e-Golf Shines

November had 1.089 registrations (2.9% share), down 51% regarding the same period last year, this drop is due to the PHEV sales rush of late last year, if we look only at BEVs, sales are up a staggering 200% YoY, helping the BEV share to be at a record 1.8% in 2017, which is the bulk of the current 2.1% PEV market share. 


November crowned once again the VW e-Golf as the Monthy Best Seller award, thanks to a record 324 registrations, being only the third time in the VW BEV career to win such trophy, with the fist having been in May 2016 and the second last October. Also important is the fact that 29% of all VW Golf sales in Holland belonged to the BEV version. How high will the e-Golf go? 500 units/month? More?

Looking elsewhere, positive month for Tesla, with both models reaching the podium, with the Model S registering its best off-peak performance in 4 years (226 deliveries), while the Model X broke its off-peak best result, by delivering 120 units.

Another model crossing the Pond and reaching the Top 5, was the Opel Ampera-e (Euro Chevy Bolt) registering a record 66 units, it seems General Motors is increasing slightly the allocation for overseas markets, but it's still not enough to satisfy the thousands of orders on hold.

Better luck early next year?

Pl
Model
Sales  
1
Volkswagen e-Golf
324
2
Tesla Model S
226
3
Tesla Model X
120
4
BMW i3
76
5
Opel Ampera-e
66

Looking at the YTD ranking, the big news was the VW e-Golf shooting for Third Spot, with the German model now almost certain to win the Best Selling regular-priced (<40.000 €) BEV trophy. Will we see it beat the Tesla crue next year?

Underlining a positive month for Volkswagen, the little e-Up! registered 21 units, the nameplate best performance in 30 months, allowing it to jump three positions, to #16.

Other BEVs are also climbing, with the Rookie of the Year Opel Ampera-e climbing to #8, thus making eight BEVs in the Top 8 , while the Smart siblings both climbed one position, with the ForFour ED now #14 and the ForTwo ED in #24. 

On the PHEV side, the Porsche Panamera PHEV was once again the Best Seller, with 13 units,  and still has potential to steal the 2017 Best Selling PHEV award from Volvo's hands.

In the manufacturers ranking, Tesla is head and shoulders above the competition (34%), while in Second Place we a surprise, with Volkswagen (13%, up 3%) surpassing both BMW (11%) and Hyundai (10%, down 1%) in November, while Renault (8%) is praying for a chance to join the podium.

Pl
Netherlands
Nov.
YTD
%
'16Pl
1
2
Tesla Model S
Tesla Model X
226
120
1.677
1.040
21
13
5
15
3
Volkswagen e-Golf
324
895
11
19
4
Hyundai Ioniq Electric
57
851
10
23
5
6
7
8
9
10
11
12
13
14
14
BMW i3
Renault Zoe
Nissan Leaf
Opel Ampera-e
Volvo XC90 PHEV
Porsche Panamera PHV
Mercedes GLC350e
BMW 530e 
Mitsu. Outlander PHEV 
Kia Soul EV 
Smart Forfour ED
76
52
29
66
5
13
12
11
1
1
11
811
650
506
190
137
123
112
80
78
74
74
10
8
6
2
2
2
1
1
1
1
1
14
17
13
N/A
3
33
31
N/A
7
27
N/A
16
17
18
18
20
21
22
Volkswagen e-Up!
Mini Countryman PHEV
Porsche Cayenne PHEV
T. Prius Plug-In (Gen I&II)
Mercedes B250e
Nissan e-NV200 / Evalia
Volkswagen Passat GTE
21
8
4
11

1

72
71
61
61
57
48
46
1
1
1
1
1
1
1
24
N/A
25
22
20
16
1
23
24
Mercedes E350e
Smart Fortwo ED

3
34
33
0
0
10
38
25
26
BMW 225xe Act Tourer
BMW 330e
1
10
32
30
0
0
11
2 4
27
Audi Q7 e-Tron 
3
29
0
6
27
Volvo S/V90 PHEV
3
29
0
N/A
27
Mercedes C350e 

29
0
4
30

Citröen C-Zero
Others

20
25
169
0
2
38

TOTAL
1.089
8.124
100
       






































Source: RAI Vereniging




Regular Hybrids + Plug-ins Ranking


Pl
Model
Nov. Sales  
1
Kia Niro HEV
547
2
Toyota Yaris Hybrid
422
3
Volkswagen e-Golf
324
4
Tesla Model S
226
5
5
Toyota C-HR Hybrid
Toyota Auris Hybrid
191
191

If we add regular hybrids to plug-ins, the Kia Niro was the surprise leader in November, with 547 units, with two plug-ins (VW e-Golf and Tesla Model S) making the ranking, with only one Toyota Hybrid in the ranking.


Are the Japanese brand hybrids losing momentum?


Tesla Model S & Others


Pl
Model
Nov. Sales  
1
Tesla Model S  
226
2
         Volvo S/V90
207
3
BMW 5-Series
182
4
Mercedes E-Class
144
5
Audi A6
93

Looking at the November sales data, the Tesla Model S managed to end the month ahead of its ICE competitors, the first time is does so in an off-peak month.

A fluke? We will only know next year, but things aren't looking good for the German Three Mary's, as even the Volvo S90/V90 twins outsold them last month.


Tesla Model X & Others



Pl
Model
Nov. Sales  
1
Tesla Model X
120
2
Volvo XC90
37
3
BMW X5
34
4
Jaguar F-Pace
20
5
Porsche Cayenne15

Big SUV's had a big hit with the end of PHEV incentives, to the benefit of the Tesla Model X, which now has the big advantage of being the only model eligible to plug-in incentives, with the American Sports SUV being the only one in this class to sell in significant numbers.

Expect this picture to continue until well into 2018, when the Jaguar i-Pace and Audi e-Tron SUV's arrive, only then we will see some real competition for the American Sports/SUV/Minivan.

Wednesday, December 6, 2017

Norway November 2017

Image result for Tesla Norway
If Tesla is already reaching top positions in Norway, imagine when their Young One lands...

Tesla Shines



After a record September, the Norwegian plug-in market returned to more regular performances, registering 5.813 units (42% share), up 35% YoY, leading to an increase in the YTD tally to over 54.000 registrations, and pulling the 2017 plug-in share to 38%. Will it reach 40% by year end?

Interestingly, the overall fuels share in November show BEVs registering 20% share and PHEV 23%, with diesel-powered cars scoring only 21% share, not only below plug-in hybrids, but also behind regular gas cars (24% share), with the remainder (12%) going to regular HEVs.

Looking at November Top Sellers, with the VW e-Golf chilling from the October effort, it was up to Tesla to shine, scoring its best off-peak performance ever, with 996 units, divided by 501 Model S and 496 Model X. The "Tesla Tax" rumours must have helped to this...

In Third Place we have the unbreakable Mitsubishi Outlander PHEV, that thanks to some nice discounts, revived the SUV career, registering 393 units.

PlModelSales  
1Tesla Model S501
2Tesla Model X495
3Mitsu. Outlander PHEV393
4Volkswagen e-Golf
359
5BMW i3358

Looking at the YTD ranking, the most important news were the return of the Mitsubsihi Outlander PHEV to Third Place, changing places with the sunset-mode Nissan Leaf, while the two Tesla climbed one position each, with the Model X now in #5 and the Model S at #7.

Another model on the rise is the Volvo XC60 PHEV, that thanks to a record 322 units delivered last month, jumped two positions to #20, while the remaining Volvo lineup also experienced a positive month: The rust-free V60 PHEV had its best result in 10 months, with 125 deliveries, the XC90 PHEV vessel had 197 registrations, its best result since January, and the S/V90 PHEV twins had their second best result ever, with 162 units. It seems the Swedish brand is stepping up the pace...

In the manufacturers ranking, Volkswagen (23%) is in the leadership, with BMW (16%) in Second, while Tesla (11%) is ahead of Mercedes (10%) in the race for the Third Spot.

Footnote: Two additional Hyundai FCEVs and one Mirai were added in November, with the Hyundai SUV leading the 2017 race by 27 to 14, despite being an older model. Sharewise, FCEVs have 0,03% share of the market, the highest in Europe.

PlNorwayNov.YTD%'16Pl
1Volkswagen e-Golf3596.058112
2BMW i33584.52485
3Mitsubishi Outlander PHEV3933.54371
4
5
6
Nissan Leaf
Tesla Model X
Volkswagen Passat GTE
148
495
206
3.328
3.319
3.065
6
6
6
4
11
6
7
8
Tesla Model S
Mercedes GLC350e
501
167
2.686
2.479
5
5
8
21
9Volkswagen Golf GTE2032.29843
10
11
Renault Zoe
BMW 225xe Active Tourer
213
230
2.111
1.987
4
4
10
12
12Volvo XC90 T81971.691319 9
13
14
15
16
17
Hyundai Ioniq Electric
Audi A3 e-Tron
Mercedes B250e
Mercedes C350e
Opel Ampera-e
230
161
4
103
84
1.680
1.522
1.442
1.164
1.042
3
3
3
2
2
20
7
9
15
N/A
18
19
Audi Q7 e-Tron
BMW X5 40e
144
145
1.017
1.011
2
2
22
16
20Volvo XC60 PHEV3229592N/A
21
22
23
24
25
26
27
28
29
30

Volkswagen e-Up!
Volvo V60 Plug-In
Kia Soul EV
Volvo S/V90 PHEV
BMW 530e
Mini Countryman PHEV
Toyota Prius PHV
Kia Optima PHEV
BMW 330e
Kia Niro PHEV
Others
103
125
124
162
35
77
38
81
50
140
215
822
813
725
699
414
409
403
390
361
300
1.878
2
1
1
1
1
1
1
1
1
1
3
14
17
13
N/A
N/A
N/A
N/A
39
24
N/A


TOTAL5.81354.140100


Source: elbil.no; ofvas.no


Models breakdown by Fuel Source

PlModelSales  
1Toyota RAV4520
2Tesla Model S501
3Tesla Model X495
4Mitsu. Outlander PHEV393
5
6
7
8
9
10
VW e-Golf
BMW i3
Skoda Octavia
Volvo XC60 PHEV
Toyota Yaris
Toyota C-HR
359
358
356
322
313
253


With 42% PEV share, the general market is being flodded by electrified models, breaking down sales by fuel source, we have three HEVs, two PHEVs, four BEVs and only one ICE model.

This month the best seller was the RAV4 Hybrid, with 520 units, with the remaining podium places being occupied by the two Tesla models.

Three other plug-ins (Outlander PHEV, VW e-Golf and BMW i3) follow, with the only ICE model (Skoda Octavia) in Seventh.

Interestingly, aside from the RAV4 SUV, the other hybrid models from Toyota are suffering, with the best selling being only #9, while the Auris HEV, a longtime presence here, suffered the most and was left out of the Top 10. Is the e-Golf and the new Nissan Leaf already making victims among their unplugged competitors?

After September having been the first fully electrified Top 10 month ever, will we see the same happening in December? I wouldn't bet against it.


2018 Incentives Changes

The local 2018 Car taxes guide is now available here: http://bilnorge.no/artikkel.php?aid=49018


The take-away is that the large PHEVs with short range will get a large jump in taxes mid-year. This will hit Mercedes most, but also Volvo XC90 and BMW X5.



The consequences should be:

* A large increase in sales of these cars in H1 and a sudden drop when the tax hit.
* Some manufacturers should start increasing the battery-size of PHEV to extend the incentives.


These incentives changes follow this trend, improving the environmental footprint of the PEV fleet as the only viable solution.

Hat tip to Terje!