Wednesday, May 24, 2017

China New Models April 2017



April saw the arrival of two models that have potential for a Top 20 position and represent a new chapter in each automaker commitment with EV's.

BYD Song PHEV - Landing with a relevant 218 units, this is the first plug-in version of the all-important Song / Yuan crossovers to reach the market, their job is to replicate the BYD Tang success, but in a smaller size and with the option of BEV and PHEV versions. As always with BYD, specs are impressive, with 80 to 100 kms electric range, thanks to a 18.4 kWh battery, and a 0-100 kms/h in just 4.9 seconds, all for only $45.000. 

I believe success is pretty much garanteed, just as a Top 20 (10?) feature, with the fiercest competition coming from in-house: After all, the buyer can choose not only between the BEV and PHEV versions of the Song, but the cheaper and smaller Yuan BEV / PHEV versions could also steal some customers...Should BYD be up to the task and make a large quantity of these "Dinasty" EV's on top of the existing portfolio, then the Chinese brand will have a killer second half of the year, not only becoming the biggest Chinese EV maker of the year, but possibly* the largest in the World. For the third time in a row.

* - The only true contender to BYD for the World Ceptre is Tesla, should all go for the best for the American brand and they could reach some 200.000 deliveries this year, same as the BYD goal for 2017.


Buick Velite 5 - A China-only fancier version of the Chevrolet Volt, the Buick Velite is the first serious attempt by General Motors to crack the all-important Chinese EV Market, sharing the specs with the more mundane Chevy Volt allows it to present an outstanding electric range for a plug-in hybrid (116 kms) all while being pretty fast (0-100 kms in 7 seconds), and the best thing is that because it's locally made, it doesn't cost a fortune (266.000 Yuan, or 38.500 USD).

Will it be successful? Being a good product in its own right, the GM product has failed in its first Asian venture (Sales in South Korea average 15 units/month), let's see if the strength of the Buick name in China makes it jump into three (four?) digit sales and steal some customers from the similarly-specced, but cheaper (190.000 Yuan) BYD Qin PHEV. Registrations in the landing month: 67 units.

Tuesday, May 23, 2017

Germany April 2017

Image result for Zoe vs i3
Running for #1

Two horse race in hot market

Over 3.500 plug-in passenger cars were registered last month in Germany, up 132% YoY, with YTD sales growing 87%, it's been a long time coming, but it looks the German market finally jumped into the EV bandwagon.

Looking at April Best Selling models, the Audi A3 e-Tron was the surprise leader, registering 380 units, followed by the BMW i3 (357 units) and the Outlander PHEV (294).

Below these three, we find the Renault Zoe, that had some delivery issues, thus registering only 280 units, with the Kia Soul EV ending the month in Fifth, with 223 units. How many of these will end up in Norway?

PlModel
Sales  
1Audi A3 e-Tron380
2BMW i3 *
357
3Mitsu. Outlander PHEV294
3
Renault Zoe
280
5
Kia Soul EV
223

Looking at the YTD ranking, the Top Two BMW i3 and Renault Zoe continue their two horse race, this time with the BMW model recovering some ground.

Below these two, things are anything less interessing, with several changes across the ranking:

- The Audi A3 e-Tron switched positions with the Outlander PHEV, with the German hatchback now sitting in the last place of the podium;

- The VW Passat GTE climbed one position to #8, while the Golf siblings also had positive months, thanks to the arrival of the first restyled units, with the PHEV Golf GTE jumping to #15, thanks to 187 deliveries (Best result in 21 months), while the BEV e-Golf was up to #18, with 128 registrations in April, its best result in eight months;

- Five positions jump for the veteran Volvo V60 Plug-in, now at #22, thanks to 72 registrations in April, its best performance in over a year;

- Brilliant performances across the Mercedes line-up, with three(!) models hitting record numbers (B250e, GLC350e and S500e), it seems the German automaker has finally Seen the Light and is actually pushing sales of their plug-ins...  

In the manufacturers ranking, BMW (24%, down 1%) is on the lead, followed by Mercedes (12%, up 1%), Volkswagen and Renault (Both at 11%). With Audi in a close Fifth (10%), expect soon the Top 4 places to belong to local brands.

PlGermanyApril YTD%'16 Pl
1
2
Renault Zoe
BMW i3 *
280
357
1.478
1.448
11
11
2
1
3
4
Audi A3 e-Tron
Mitsu. Outlander PHEV
380
294
1.154
1.098
8
8
4
6
5
6
BMW 225xe Active Tour.
Tesla Model S
218
124
990
840
7
6
10
5
7Kia Soul EV22377967
8Volkswagen Passat GTE15450849
9
10
Mercedes C350e e)
Nissan Leaf
121
35
427
412
3
3
15
11
11
12
Volkswagen e-Up!
Tesla Model X
69
73
391
380
3
3
17
19
13
14
15
16
Mercedes GLC350e
Mercedes B250e
Volkswagen Golf GTE
Audi Q7 e-Tron
126
123
187
42
351
337
279
226
3
2
2
2
23
18
8
13
16BMW 330e
49
226220
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35

Volkswagen e-Golf
Mercedes E350e
Volvo XC90 T8
Mercedes GLE500e
Volvo V60 Plug-In
Peugeot iOn
Hyundai Ioniq Electric
BMW 530e
Porsche Cayenne PHEV
BMW 740e
BMW i8
Mercedes S500e e)
Mini Countryman PHEV
BMW X5 40e
Citroen C-Zero
Opel Ampera-e
Nissan e-NV200/Evalia
Por. Panamera PHEV
Others
128
62
21
43
72
20
73
75
28
22
25
40
11
16
16
3
4
26
8
223
222
204
165
145
142
141
137
116
105
104
99
88
79
76
71
66
61
45
2
2
1
1
1
1
1
1
1
1
1
1
1
1
1
1
0
0
0
12
32
13
24
25
20
20
N/A
21
28
27
26
N/A
22
34
N/A
29
30

TOTAL
3.548
13.613
100


* - 222 Bev + 135 Rex 


Source: kba.de

Monday, May 22, 2017

France April 2017

Image result for 2017 e-Golf and Golf GTE
The restyled Golf plug-ins are eager to recover their laurels

Golf plug-ins return to form in slipping French market

The French EV passenger car market had its worst result of the year in April, with only 2.119 registrations last month, down 23% YoY, but YTD the market is still up 5% regarding the same period in 2016.

The mass delivery of the 40 kWh version of the Renault Zoe had a hiccup last month, with deliveries down 5% YoY to 939 units, but do not fret too much on this, as it isn't a case of waning demand, but just another production/delivery constraint, something that unfortunately many hot selling EV's suffer from. 

In the remaining April top positions, besides the usual Nissan Leaf (#2, with 198 units) and BMW i3 (#4, 100), two German models excel: The Mercedes GLC350e registered 125 units, confirming its fashionable status in the market, while the VW Golf GTE benefitted from the first deliveries of the restyled version to score 83 units, its best result since last October. It seems the German Hot Hatch is back to reclaim its Best Selling PHEV status.

PlModelSales  
1Renault Zoe939
2
Nissan Leaf
198
3Mercedes GLC350e125
4BMW i3 *100
5Volkswagen Golf GTE83

In a market known for its stability, few significant changes occurred, in this case the main news were the climb to Fourth Place by the trendy Mercedes GLC350e, while the 2016 Best Selling PHEV Golf GTE jumped five positions to #17, while its all electric cousin, the VW e-Golf, had its best result in three years(!), delivering 25 units of the new 36 kWh version, rising to #29.

In the brands ranking, Renault (49%) continues to be the Master In Command, followed at a distance by BMW (8%), Mercedes and Nissan (Both with 7%). Expect Volkswagen to recover ground soon, jumping to a share well above its current 2%.

Pl
France
April
2017
%
'16Pl
1
Renault Zoe 
939
6.130
49
1
2
Nissan Leaf 
198
931
7
2
3
BMW i3 *
100
540
4
4
4
Mercedes GLC350e
125
453
4
25
5
Peugeot iOn
51
416
3
5
6
Kia Soul EV
45
281
2
7
7
Tesla Model S
38
244
2
9
8
Volvo XC90 PHEV
71
239
2
10
9
10
11
12
13
BMW 225xe Active Tourer
Mercedes C350e
Volkswagen Passat GTE
BMW X5 40e
Citröen C-Zero 
59
1033
43
27
223
207
161

154
143
2
21
1
1
18
25
20
1311
13
Audi A3 e-Tron
26
143
1
12
15
Porsche Cayenne PHEV
41
133
1
16
16
17
Tesla Model X
Volkswagen Golf GTE
24
83
123
117
1
1
32
6
18
Hyundai Ioniq Electric
26
100
1
31
18
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34

Audi Q7 e-Tron
BMW 330e
Citröen e-Mehari 
Mercedes E350e
Volkswagen e-Up!
Kia Optima PHEV
Nissan e-NV200 / Evalia
Mitsubishi I-Miev
Mitsubishi Outlander PHEV
Mercedes GLE500e
Volkswagen e-Golf
BMW 740e
Toyota Prius PHEV **
BMW 530e
Bolloré Blue Car
Mercedes S500e
Others
22
15
23
4
12
4
6
12
10
5
25
9
4
14
2

9
100
95
81
73
61
42
40
35
33
30
28
27
20
18
14
2
16
1
1
1
1
0
0
0
0
0
0
0
0
0
0
0
0
0
37
23
19
41
27
30
15
34
22
33
35
38
37
N/A
742

TOTAL
2.119
11.464

Source: Avere France

* - 41 BEV + 59 REX

** - Includes 16 Gen 1 + 4 Gen 2 PiP


In the coming days i will publish a small serie of posts called: "Road Trip - Zooming in the USA". 

Spoiler alert: They include a Nissan Leaf and a BMW i3. Stay Tuned!

Sunday, May 21, 2017

Norway April 2017

Image result for 2016 bmw i3 in norway

The Empire Strikes Back

April signaled the end of a growing streak that had been happening since a year ago, with registrations down a harsh 20% to 3.357 units, but numbers are still historically high, with YTD numbers up 11% to 16.757 units.

Looking at April Top Sellers, the BMW i3 returned to the highest place in the podium, with 426 units, followed by the rejuvenated VW e-Golf, that with 409 units, had its best result in eight months. Given the popularity of the German hatchback in Norway, expect it to win a number of Monthly Trophies. Starting in May?

Just outside the Top 5, we have the VW Golf GTE, #6 with 221 units, signaling the return to form of another VW best-seller, so it won't be surprising if in May we see three Volkswagens in the Top 5.

It seems the all-mighty German automaker is hitting back and won't let go this market so easily.

PlModelSales  
1BMW i3426
2Volkswagen e-Golf409
3Nissan Leaf287
4Volkswagen Passat GTE
240
5Mitsubishi Outlander PHEV222

Looking at the YTD ranking, the VW e-Golf jumped to Fourth Place, while its plug-in hybrid sibling, the Golf GTE, climbed two positions to #8, signaling the return to form of VW Golf plug-ins, thanks to the arrival of the restyled versions.

On the other hand, the Renault Zoe lost two positions to #7, while the Tesla Model X dropped to #10, with its older brother Model S faring even worse, dropping to #14, with the American brand having its lowest sales month of the year in April. Are consumers already ditching the current offerings and waiting for the Model 3?

In the second half of the ranking, two models deserve a mention, Second Generation Toyota Prius PHV was up three positions to #25, thanks to 35 units, while the BMW 530e delivered 39 units and jumped to #29, already above its Mercedes E350e arch-rival (#30, with 40 units), a promising start to the BMW PHEV sedan, that might even win back some customers that have gone elsewhere.

A final mention to the arrival of the Opel Ampera-e, for now it has only registered 15 units, no doubt demonstration vehicles, as Opel will have its hands full in the future to deliver the 5.000-plus waiting list of its electric hatchback.

In the manufacturers ranking, Volkswagen (22%) is back at the leadership, but BMW (18%, up 1%) is holding its own, with Mercedes (12% share) in Third Place, followed by Nissan (9%).


PlNorwayAprilYTD%'16Pl
1BMW i34261.939125
2Nissan Leaf2871.54694
3Volkswagen Passat GTE2401.29686
4
5
Volkswagen e-Golf
Mitsubishi Outlander PHEV
409
222
1.115
1.111
7
7
2
1
6Mercedes GLC350e179945621
7
8
9
Renault Zoe
Volkswagen Golf GTE
Volvo XC90 T8
74
221
105
915
800
777
5
5
5
10
3
19
10Tesla Model X33760411
11BMW 225xe Active Tourer114560312
12
13
14
15
16
Mercedes B250e
Hyundai Ioniq ElectricTesla Model S
Audi A3 e-Tron
Volvo V60 Plug-In
141
138
42
135
71
557
545
523
503
411
3
3
3
3
2
9
20
8
7
17
17
BMW X5 40e
79403216
18
19
Audi Q7 e-Tron
Mercedes C350e
81
70
374
366
2
2
22
15
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
Volkswagen e-Up!
Kia Soul EV
BMW 330e
Mercedes GLE500e
Mitsubishi I-MievToyota Prius PHV
Porsche Cayenne Plug-In
Peugeot iOn
Nissan e-NV200 / Evalia
BMW 530e
Mercedes E350e
Citröen C-Zero
BMW 740e
Kia Optima PHEV
Ford Focus ElectricOpel Ampera-e
Others
53
13
33
11
10
35
18
14
14
39
11
9
4
5
5
15
1
262
199
144
99
91
90
81
80
74
47
40
27
21
18
17
15
6
2
1
1
1
1
1
0
0
0
0
0
0
0
0
0
0
0
14
13
24
28
25
N/A
30
23
18
N/A
N/A
26
38
39
32
N/A

TOTAL3.35716.757100


Source: elbil.no; ofvas.no


Thursday, May 18, 2017

World All-Time Top 5 (Until March '17)

Nissan Leaf past the Quarter Million, on its way to 300k

If Tesla and the Model S are spreading the EV word across the globe like no other, the Nissan Leaf is doing its work under the radar, but making it in an effective way, now counting almost 270.000 units sold, with this generation still crossing the 300.000 units mark this year.

Not bad, eh?

The sure values Chevrolet Volt and Mitsubishi Outlander PHEV follow, with the Prius Plug-In in Fifth, divided by 77.000 First Generation PiP and 12.000 from the Second Generation.

At the pace the Gen2 Prius is selling, expect the nameplate not only to distance itself from the closest rivals (BYD Qin, BMW i3, Renault Zoe...), but even maybe win a podium seat on next year survey. 


PlModelSales
1Nissan Leaf268.441
2Tesla Model S170.799
3Chevrolet Volt138.290
4Mitsubishi Outlander PHEV127.341
5Toyota Prius Plug-In89.470