Friday, August 4, 2017

USA July 2017

Image result for Tesla Model 3 #1
Tesla Model 3, VIN 0000001. Surely the first of millions. And the dawn of a new era.

The Messiah has landed

Yes, the Honda Clarity Electric has arrived, with 34 deliveries...

...Just kidding, July 2017 signaled the registration of the first units of the much awaited (and hyped) Tesla Model 3, granted, it were just 30 units and we shouldn't consider them as actual "deliveries", but more as Beta testers, as they were handed to Tesla employees, so any kinks they might have will be handled inhouse, with no disclosure to the outside world.

Anyway, these are the first of what will be many thousands units zooming Californian streets, so as Ragnar Lothbrok would say: "Skal"!

But enough of Rookies, back to the overall market, 15.607 units were registered, leaving the YTD EV Share at a record 1.1%, with over 100.000 units already registered, the US market is headed for a record year, with December possibly surpassing the 250.000 units landmark.

Good news for the problem child Chevrolet Bolt, winning #1 in July (First of many Best Seller awards?), with 1.971 units, the first time it beats its Volt older brother. Interestingly, the PHEV model registered only 1.518 units last month, its worst result in over a year. Is the new kid on the GM block beggining to hurt its sales? 

In a stable ranking, the only notable changes were the climbs of the BMW's 330e and 530e, to #13 and #21 respectively, which means the German automaker is pushing production to (finally) satisfy demand for its PHEVs.

In the manufacturers ranking, Tesla (22%, down 1%) has lost ground to the Second Placed Chevrolet (21%). Looking forward, while Chevrolet will get a (small) boost in sales from the nationwide availability of its Bolt, Tesla should trounce it by year end, once the Model 3 production hits volume numbers.

 The race for Third place is also close, with Ford (11%, down 1%) resisting (For how long?) to Toyota, also with 11% share and some 1.000 units behind.

Pl
USA
July
YTD
%
1
Tesla Model S e)
1.425
12620
12
2
Chevrolet Volt
1.518
12450
12
3
Toyota Prius Prime
1.645
11337
11
4
Tesla Model X e)
1.650
10595
10
5
Chevrolet Bolt
1.971
9.563
9
6
Nissan Leaf
1.283
8.531
8
7
Ford Fusion Energi
703
5.760
5
8
Ford C-Max Energi
844
5.224
5
9
10
Fiat 500e
BMW i3
475
601
4.303
3.593
4
3
11
BMW X5 PHEV
463
2.609
2
12
Audi A3 e-Tron
218
2.338
2
13
14
15
BMW 330e
Volkswagen e-Golf
Hyu. Sonata PHEV
387
308
205
2.256
2.195
1.620
2
2
2
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

C. Pacifica PHEV
Ford Focus electric
Por. Cayenne PHEV
Kia Soul EV

Volvo XC90 PHEV
BMW 530e
Mercedes S500e
Kia Optima PHEV
Mercedes C350e
Mercedes B250e
BMW 740e
Mercedes GLE550e
BMW i8
Hyundai Ioniq Elec.
Mini Country. PHEV
Others
125
148
160
145
174
343
124
130
112
81
80
27
55
43
75
89
1.532
1.206
1.138
981
949
742
535
520
400
398
383
295
275
200
85
230
1
1
1
1
1
1
1
0
0
0
0
0
0
0
0
0
TOTAL
15607
104863
100

 e) Estimate

Source: insideevs.com; goodcarbadcar.com


Tesla Model S & Others


Pl
Model
July Sales  
1
Mercedes E/CLS-Class
3.876
2
BMW 5-Series
3.173
3
Mercedes S-Class
1.470
4
Tesla Model S e)
1.425
5
Audi A6
1.218

Looking at the E-Segment/full-size vehicles, both the Mercedes E/CLS-Class and BMW 5-Series benefit from volume deliveries of the new generation to stay well above the other models, with the Tesla Model S dropping to Fourth Place, thanks to a strong month of the #3 Mercedes S-Class. 

It will be interesting to see if the upcoming Model 3 will cannibalize sufficient sales of the Model S, that forces it to drop it below this Top 5.


As for the Tesla Model X, its 1.650 units were not enough to reach the Top 5 in its class (#5 was the Mercedes GLS, with 2.403 registrations), ending the month in Seventh Place, proving once again that the Tesla SUV should have been doing much better (Around 3.000 units/month) than its five year old brother.

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