As we head into February, let’s check out how EV gross sales are transferring alongside within the U.S.
February will mark the 41st month of consecutive year-over-year month-to-month gross sales good points for plug-in autos.
Every month InsideEVs tracks all plug-in EV gross sales/deliveries for the US by automaker. Whereas January confirmed notable year-over-year progress, deliveries have been down as anticipated. We anticipate a lot the identical state of affairs this February 2019.
Associated EV Gross sales Content material:
Month-to-month Plug-In EV Gross sales Scorecard
January 2019 U.S. Plug-In EV Gross sales Report Card
Tesla Launches Base Mannequin three: Here is The Value
Extra Information: Up to date deep dive into our estimates and methodology
If historical past repeats itself (and we imagine it should), February gross sales will probably be approach down as in comparison with the final a number of months, although doubtlessly up barely from January. Early months have by no means been so sizzling for EV gross sales. Nonetheless, there are lots of variables concerned. We're first to confess that as any yr wears on, we get a greater grasp of the state of affairs. Nonetheless, early within the yr, we don’t have a strong thought how issues would possibly pan out. This yr the variables are even larger because the Tesla Mannequin three has now made its approach abroad.
Thus, we proceed to streamline our gross sales reporting processes. Over the course of this primary quarter, we’ll work to get a strong grasp of the state of affairs and adapt as anticipated. Please proceed to bear with us as we work arduous to kind all of it out and transition as wanted.
Prime Months for U.S. EV Gross sales to Date (estimated):
December 2018 – 49,900
September 2018 – 44,544
November 2018 – 42,588
August 2018 – 36,347
October 2018 – 34,zero74
An estimated 361,307 plug-in electrical autos have been delivered within the U.S. in 2018. After all, we anticipate that quantity to rise in 2019. Nonetheless, as said above, the primary a number of months of 2019 (like that of 2018) might go away us a bit uneasy. The Mannequin three pulled an exorbitant quantity of weight in 2018. However sadly (though expectedly), it’s leaving us for abroad markets. With that being mentioned, we ought to be joyful for Tesla’s international presence, however we also needs to notice that total U.S. month-to-month gross sales figures will probably be down, a minimum of at initially, in addition to through the first few months of every quarter.
After all, we’ve already handled a slew of Tesla haters, inventory brief sellers, and mainstream media saying Mannequin three gross sales took an enormous nosedive from some ~25,000 offered in December to a measly 6,500 in January. However, they’re simply U.S. gross sales and never the larger image. Clearly, diminishing demand just isn't the case, nevertheless it’s turning into far more clear that U.S. buyers have been ready for the $35,000 Customary Mannequin three, which simply launched on February 28. Hopefully, which means gross sales will rise considerably in March (if Tesla can pull off its four-week or much less supply pursuits), in addition to on the finish of every subsequent quarter, very like the present state of affairs with Tesla’s Mannequin S and Mannequin X.
In January, virtually all newly produced Mannequin three sedans have been in transit to Europe and China. That continues to be the case in February, even moreso, however a minimum of we’ve reported that these vehicles are actually arriving repeatedly abroad and being delivered overseas. Nonetheless, there have been some projected 11,000 stock vehicles nonetheless awaiting supply on our shores, 6,500 of which we estimate have been delivered in January. Our analysis suggests Tesla has been delivering the rest of these fashions because the first month of the yr, along with a handful of just lately produced product.
It is going to take a while for Tesla to streamline its efforts and work out how one can deal with international markets, together with U.S. demand for the Mannequin three earlier than this all ranges out. So, as we see it, Tesla delivered an estimated:
5,750 Mannequin three sedans within the U.S. this February, along with some deliveries in Canada and a rising variety of vehicles in Europe and China. So, whereas Mannequin three deliveries within the U.S. are down as soon as once more, this was reported and anticipated. So far as we will inform, Mannequin three deliveries total on a worldwide stage are spectacular to say the least.
Our U.S. Mannequin S and X estimates stand at 800 and 1,100, respectively.
As we’ve repeatedly knowledgeable, GM has determined to discontinue month-to-month gross sales reporting, so we give you estimates every month after which reconcile (if wanted) on the finish of every quarter.
Primarily based on our knowledge assortment, GM delivered 1,225 Bolt EVs and simply 615 Volts within the U.S. in February 2019.
Nissan LEAF gross sales for the month of January have been down from prior months, however approach up year-over-year. 2018 was an fascinating state of affairs since 2018 U.S. LEAF manufacturing was delayed because the upcoming automotive was simply coming to market. Wanting again traditionally, Nissan offered 772 LEAFs in January 2017 within the U.S., and 775 in January 2016. So, the month’s numbers weren't far off. Transferring into February gross sales are struggling once more:
The automaker reported deliveries of a simply 654 LEAFs within the U.S. final month.
The Toyota Prius Prime has continued to make waves within the PHEV division by way of total U.S. EV gross sales. Nonetheless, numbers are nonetheless down in comparison with final yr. However, after all, Toyota is clearly saddened by the Readability PHEV topping its Prius Prime gross sales. So, it joins different automakers in not reporting splits. All we all know for positive is Toyota delivered three,661 Prius autos. One more unhappy say for EV gross sales.
All we will present you at this level is a good estimate with no prior analysis. We assume about 1,zero75 Primes have been offered within the U.S. in February 2019. We will safely mission that launching the Corolla Hybrid made some affect.
The Honda Readability Plug-in Hybrid kicked it up a notch in 2018. It was the best-selling plug-in hybrid automobile on our shores in October and December, thus giving the Toyota Prius Prime some actual competitors. In January 2019, the Readability continued to prevail. Transferring ahead to this February, outcomes are a wee bit extra promising, since Honda reported promoting 10 extra autos from the Readability household than it did in January.
Honda Readability deliveries within the U.S. in February amounted to a reported 1,281, in keeping with the automaker. In keeping with Honda’s report back to InsideEVs, complete Readability PHEV deliveries hit about 1,213 within the U.S. this February.
Maintain your self tuned in and refreshing the pages through the coming days as we put the numbers to the dialogue.
Questions coming into February (with solutions in italics as they arrive in):
How will abroad deliveries proceed to affect Tesla Mannequin three U.S. deliveries? (As anticipated, Tesla is delivering most Mannequin three autos abroad, although some earlier stock, together with a handful of recent builds appear to be arriving in U.S. driveways.)
How is the U.S. federal EV tax credit score affecting Mannequin S and Mannequin X gross sales? (Gross sales are considerably stagnant as anticipated, however within the first two months of any quarter, Tesla is delivery its autos to international markets. That is no completely different from previous conditions.)
Will the Honda Readability Plug-in Hybrid proceed to high the Toyota Prius Prime because the U.S. PHEV gross sales chief? (It appears so, however we’re within the technique of reaching out to Toyota for official Prime numbers. In the meantime, Honda has shared with us that it offered 1,123 Readability PHEVs final month.)
How did Chevrolet Volt gross sales work out within the automotive’s remaining month of manufacturing? (Not effectively.)
GM elevated Chevrolet Bolt EV manufacturing to extend stock. Has it helped gross sales? (Nope.)
How will the 2019 Nissan LEAF Plus (e-plus) affect Nissan LEAF U.S. deliveries? (Very a lot as proven by diminishing LEAF gross sales.)
Has Jaguar discovered success with one other notable enhance in U.S.-based I-Tempo gross sales? (Probably not, a minimum of so far as our estimates present. We must always have a greater grasp of actual numbers within the coming days.)
Additionally of observe this February:
Toyota reported delivering simply 94 Mirai autos in February
Final replace: March 1, 2019 @ 12:57 PM ET
*Remember that we use the phrases gross sales and deliveries synonymously. To ensure that a automotive to depend as SOLD, it needs to be paid in full (or leased) and be within the possession of the buyer. To additional make clear, pre-orders, pre-sales, deposits, reservations, and many others. don’t depend as offered or delivered.
***InsideEVs’ journalist Wade Malone offered in-depth, detailed, and closely researched gross sales estimations and associated evaluation.
(Earlier yr’s month-to-month outcomes may be discovered on our Historic Charts web page)
UPDATE: Starting in 2019, we’re archiving our mannequin recaps web page and can now not replace it. We’ve discovered that a lot of the data now not applies going ahead, and only a few folks appear to be visiting the web page. Moreover, probably the most pertinent details about top-selling fashions is at all times current in our month-to-month report card, as substantiated above. We’ve additionally moved to publishing a number of gross sales experiences every month with info pertaining to a number of fashions within the U.S., in addition to overseas.
To view our Archived Particular person Plug-In Mannequin Gross sales Recap For Main Fashions, click on right here. It incorporates a person run-down of every automobile’s month-to-month end result and a few evaluation behind the numbers.
2019 Month-to-month Gross sales Chart
2019 U.S. EV SALES
Tesla Mannequin three*
Honda Readability PHEV*
Toyota Prius Prime
Chevrolet Bolt EV*
Tesla Mannequin X*
Tesla Mannequin S*
Chrysler Pacifica Hybrid**
Kia Niro PHEV*
Ford Fusion Energi
Audi A3 Sportback e-tron*
Porsche Panamera E-Hybrid*
Mitsubishi Outlander PHEV
BMW i3 (BEV + REx)
Volvo XC90 T8 PHEV*
Volvo XC60 PHEV*
Porsche Cayenne S-E*
Honda Readability BEV
Hyundai IONIQ PHEV*
Mercedes GLE 550e*
Volvo S90 T8 PHEV*
Hyundai Sonata PHEV*
Mercedes GLC 350e*
BMWX5 xDrive 40e*
Hyundai IONIQ EV*
Mini Countryman SE PHEV*
Kia Optima PHEV*
Hyundai Kona EV*
Cadillac CT6 PHEV*
Kia Soul EV*
Ford C-Max Energi
Ford Focus Electrical
2019 U.S. Gross sales Totals
2018 U.S. Gross sales Totals
2019 Worldwide Gross sales*
2018 Worldwide Gross sales*
Above – 2019 Month-to-month Gross sales Chart For The Main Plug-In Automakers – *Estimated Gross sales Numbers – Reconciled on Month-to-month or Quarterly Totals, ** Estimated (Primarily based on State/Rebate Information and different experiences). BEV fashions are designated with the icon.