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...


Pl
Model
Sales  
1
Kia Soul EV
721
2
BMW i3
491
3
VW e-Golf
456
4
Renault Zoe
422
5
Mercedes E350e
316

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%.



Source: kba.de






Plug-ins and Regular Hybrids


Pl
Model
April
Sales  
1
Toyota C-HR Hybrid
1,230
2
Toyota Yaris Hybrid
1,102
3
Toyota Auris Hybrid
906
4
Toyota RAV4 Hybrid
753
5
Kia Soul EV
721

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.

11 comments:

  1. Wow, BEVs +124%. What is going on in Germany?)

    Are they that shocked by dieselgate?

    ReplyDelete
  2. TanstaaflMay 16, 2018

    I have a feeling, based on nothing, that the Smart Forfour and Leaf can join the top five, if they have the battery supply.
    And that the position in that top 7 will be more decided by steady battery supply that market demand.

    ReplyDelete
    Replies
    1. Is there a problem with supply in Smart or Leaf?

      As I understand, there are enough of Leaf batteries for now

      Delete
    2. The Leaf doesn't have battery production constraints, but it does have a production ceiling of 4000 units/month for the Leaf in Sunderland, so some markets will have to wait a couple of months to have the full deliveries.

      The Japanese factory has the same ceiling, which delayed the Leaf launch in several Asian markets, the only Leaf factory without this problem is the US one, where there is a thoretical ceiling of 15k/units.

      Delete
  3. Thanks for the share. I was looking up about the Kia Soul EV. I think that battery operated car sales will be going up at a fast pace in the next couple of years. Even with the Soul having a price tag around thirty thousand dollars. So people maybe looking at the climbing gas prices to make a switch. Thanks for the information.
    Greg Prosmushkin

    ReplyDelete
    Replies
    1. True, the Soul EV could sell much more, if Kia wanted...They just needed to lower the price a bit.

      Kia and Hyundai EVs remind me of MC Hammer hit: "U can't touch this", yes they are great, but good luck finding one.

      Delete
  4. The German market is definitely on fire. Too bad most models have a long waiting list. Can you imagine what this market would do if it was not production constrained? We need more battery factories!!!

    I think the Diesel development will be fascinating. It will be interesting to see how low the percentage will have to fall world-wide before manufacturers stop developing new diesel engines and drastically reduce the number of diesel models offered. That might be a good indicator how manufacturers will respond to reduced ICE vehicle demand when the time comes.

    BTW, congrats on your excellent German language skills!

    ReplyDelete
    Replies
    1. danke, ich kann gut lesen Deutsch, aber mein gesprochenes Deutsch ist sehr schlecht... :)

      Delete
  5. Das macht nichts. Für diese Arbeit ist das Lesen wichtiger.

    ReplyDelete
  6. Just saw this article on CleanTechnica about German PEV sales in April. And it is word for word exactly the same as you wrote in this post.
    https://cleantechnica.com/2018/05/19/shocking-electric-car-takes-1-in-germanys-april-2018-electric-car-sales-ranking/

    ReplyDelete
    Replies
    1. Yes, i know, the CT article is credited to Jose Pontes, which is yours truly.

      But thanks for the heads up, it's nice to know EVS readers are out there and giving me input on what's going on the World Wide Web.

      Delete