Friday, July 28, 2017

Europe June 2017

Image result for 2017 VW e-Golf
The e-Golf is coming back

Unbeatable Zoe

The European passenger plug-in market had a near-record month, with 28.000 registrations, up 54% over the same month last year. Year-to-date, the market is up 30% this year, with the EV share now standing at a record 1.5%.

The Renault Zoe is a bit like cyclist Chris Froome, it seems no one can get them out of the Yellow Jersey, with the French hatchback being once again the Best Seller last month, with the Tesla models profiting from their usual last-month-of-quarter peak to climb a couple of positions in the ranking.
 
Looking at the Monthly Models Ranking:

 Resultado de imagem para renault zoe
#1 Renault ZoeWith the quality glitches now a thing of the past, it was all hands on deck at Renault, with the French Zoe scoring a record 4.189 units, up 73% YoY, enough to win for the sixth time in a row the Monthly Best Seller status in Europe. Or all 2017 trophies…As for Zoe individual performances across Europe, record results were the recurring trend, like in Germany (680 units), Norway (428), Austria (237) or Portugal (112), all while managing to post a positive result at the all-important domestic market, with 1.882 units.    

 Resultado de imagem para BMW i3
#2 BMW i3 – The German Hot Hatch was up 161%, to 1.634 units, with 3 out 4 units sold being of the BEV variety, a great contrast with what happened 12 months ago, when the Rex variety used to outsell the all-electric version. What extended range does, uh? Anyway, solid results for the BMW model, especially in Norway, with 420 units, all of them being BEV, but also in its home Germany (315 registrations). Looking ahead, expect deliveries to slowly drop, as people anticipate the revised version, coming later in the year.
 
Resultado de imagem para white nissan Leaf
#3 Nissan Leaf – Thanks to deep discounting, the ageing hatch is resisting the newer offerings, reaching Third Place, managing even to grow(!) 4% YoY to 1.590 units. With steady sales in its stronghold markets (France, UK and Norway) and increasing significantly in Sweden (123 units, up 112% YoY), the veteran model is keeping momentum by appealing to a new demographic, Bargain Hunters looking for the current best value for the money EV out there.
 
Image result for Tesla Model X
#4 Tesla Model X – Back at the Top 5, the EV Scene favorite SUV recorded 1.552 deliveries last month, managing to outsell for the first time in Europe its Model S brethren. Is the Model 3 long shadow starting to dent the Model S sales? But I digress, back to the Model X, the largest market for the SUV/Minivan-that-thinks-it’s-a-sports-car was Norway, with a record 609 deliveries (Sarcasm mode on – “What a surprise!”), but it also did well in Switzerland (156 units), Germany (136) and the Netherlands (121). With this model not being directly affected by the Model 3 cannibalization effect or by close competition, expect this model to continue to be a regular here, being only limited by its (very) high price.
 
Image result for White Outlander PHEV
#5 Mitsubishi Outlander PHEV – After a rare positive month in May, the Japanese SUV is back at the depressing sales trend, ending June 1.435 registrations, down 8% YoY. Mitsubishi found a golden nugget in Scandinavia, more specifically Norway (349 units) and Sweden (271), but in the long run, it remains to be seen if that will be enough to keep the Japanese SUV among Europe’s top sellers.
 

Image result for White Mercedes GLC350e 


YTD Ranking – Zoe reinforces #1, Nissan Leaf climbs to #2.

Looking at the YTD ranking, the top positions remained stable, with the Zoe increasing its lead, with the most notable changes being the Tesla Model S returning to the Fifth Spot and its Model X sibling climbing two positions to #8.

Other models on the rise are Audi A3 e-Tron, up one position to #11, thanks to 943 units, a year best, while the VW e-Golf was Sixth in June, with a record 1409 deliveries, allowing it to jump to #13. Comparing with the PHEV Golf GTE, the new 36kWh super-sized e-Golf BEV outsold it in June in a 2-to-1 ratio, when last year it was the GTE outselling the 24kWh e-Golf on a 2-to-1 ratio.

So, as with the BMW i3, the longer the range of the BEV version, the higher the sales of the all-electric version, consequently dropping the sales of the PHEV version.

Looking below the Top 20, there are some hot sellers bubbling up, like the recently arrived Mini Countryman PHEV (510 units in June, new record), or the Opel Ampera-e (Chevrolet Bolt in Euro-Speak), registering 392 deliveries last month, which is a drop on the ocean of orders that Opel has across the Continent (There are more than 4.000 in Norway alone).

One advice to GM: Instead of producing units mainly to California, only to win dust on local dealerships, why not starting to allocate production for the orders already made in Europe? I know ZEV credits are nice and all that, but there are more ways to win money…And while you are at it, in Canada, South Korea and the rest of the US, there are also buyers waiting for months (Years?) for their Chevy Bolt, you know?

Now is the time to see if The General walks the walk, or if they just talk, talk.

Looking at the manufacturers ranking, BMW (20%) is comfortably seated on the Top Spot, followed by Renault (14%, up 1%) in Second Place, while the Third Place is being hardly fought by Volkswagen (11%, up 1%), Nissan (10%, down 1%), Tesla and Mercedes, these last two with 9% share. With the Wolfsburg brand now in Third and making the restyled Golf plug-ins at full speed, expect it to race with Renault for the Second position soon.

Pl
Europe
June
YTD
%
1
Renault Zoe
4189
17146
13
2
Nissan Leaf
1590
11007
8
3
BMW i3
1634
10260
8
4
Mitsubishi Outlander PHEV
1435
9294
7
5
Tesla Model S
1373
6580
5
6
VW Passat GTE
939
6314
5
7
Mercedes GLC350e
1354
5944
4
8
Tesla Model X
1552
5613
4
9
BMW 225xe Act. Tourer
1069
5132
4
10
BMW 330e
881
5032
4
11
Audi A3 e-Tron
943
4026
3
12
Volvo XC90 T8 PHEV
638
3940
3
13
VW e-Golf
1409
3828
3
14
BMW X5 40e
680
3247
2
15
VW Golf GTE
743
3195
2
16
Hyundai Ioniq Electric
529
2664
2
17
Mercedes C350e
351
2310
2
18
Kia Soul EV
422
2214
2
19
Nissan e-NV200 / Evalia
383
2166
2
20
Audi Q7 e-Tron
417
2019
2

Others
5588
21225
15

TOTAL
28119
133156
100

Thursday, July 27, 2017

Iceland June 2017

Image result for renault zoe in Iceland
Renault Zoe is slowly making its way into Iceland's Best Sellers

Another Record Month in High Flying Icelandic Dragon

The Icelandic plug-in market is on the fast track to become the Second market, after Norway, to reach the tipping point of EVs becoming mainstream, with this year sales growing 185%(!) YoY to 1.099 units, after another record month in June, with 267 registrations.

The EV market share is now at 8.1%, being the second highest in the world, with the Second Half of they year usually witnessing higher sales, i would bet that this market will reach a 10% market share by year end.  

This "Second Norway" has the two times winner (2013 & 14) Nissan Leaf in the lead, with 23% share, followed by last year winner Outlander PHEV, a plug-in SUV that suits well local tastes.

Looking at the remaining models, the Volvo XC90 PHEV remains quite popular, remaining in Third Place, while the #4 VW Passat replicates the success it has in other Scandinavian countries.

Rather interesting is this year performance of the Renault Zoe, registering 39 units in 2017, a brilliant number, considering that previously there were only 4 Zoe zooming in Iceland…No doubt the ZE 40 version is increasing the Renault Zoe ambitions.

Speaking of longer range BEVs, the VW e-Golf also benefits from the new, longer range version, to deliver 13 units, its best performance in 22 months, so a Final Year Top 5 position is back on the table for the electric Golf.

In the brands ranking, Nissan (25%) is in the leadership, followed by Mitsubishi (19%) and Volvo (11%), but with Volkswagen (10%) recovering and at the lookout for a podium seat.

Looking at the BEV/PHEV breakdown, all electrics are recovering 5% share regarding last year (37% now vs 32% then), which is in line with what is happening Europe-wise.

Pl
Iceland
June
YTD
%
'16Pl
1
2
3
4
Nissan Leaf
Mitsubishi Outlander PHEV
Volvo XC90 T8
Volkswagen Passat GTE
40
63
16
13
252
214
100
49
23
19
9
4
2
1
5
4
5
Audi A3 e-Tron
28
43
4
11
6
7
8
8
10
11
12
13
13
13
Renault Zoe
Volkswagen Golf GTE
Mercedes GLC350e
Audi Q7 e-Tron
Porsche Cayenne Plug-In
BMW 225xe Active Tourer
Volkswagen e-Golf
Volvo V60 Plug-In
Mercedes GLE500e
Kia Soul EV
19
11
3
13
8
6
13

2
1
39
38
34
34
32
27
24
21
21
21
4
3
3
3
3
2
2
2
2
2
N/A
3
12
10
12
15
5
N/A 
9
11
13
17
17
19
BMW i3
Nissan e-NV200 / Evalia
BMW 330e
Kia Optima PHEV
5
2
5
7
21
19
19
17
2
2
2
2
14
13
N/A
N/A
19
BMW X5 40e
2
17
2
14
21
22
Mercedes C350e
Mercedes B250e
4
1
12
11
1
1
22
24
23
24
25
25
27

Volkswagen e-Up!
Tesla Model X
Tesla Model S
Mercedes E350e
Chevrolet Volt
Others
4




1
8
4
3
3
2
4
1
0
0
0
0
0
18
16
17
24
22

TOTAL
267
1.099
100


Regular Hybrids + Plug-ins Ranking


Pl
Model
June Sales  
1
Mitsu. Outlander PHEV 
63
2
Toyota Yaris Hybrid
40
2
Nissan Leaf
40
4
Audi A3 e-Tron
28
5
5
Renault Zoe
Toyota C-HR Hybrid
19
19

If we add regular hybrids to plug-ins sales, the high share of these last ones is noticeable, as regular hybrids, including the Toyota trio (Yaris and Auris stalwarts, C-HR rebel kid) are taking a beating, with plug-ins selling in the same proportion of HEVs.

In fact, looking at the Top 6 best sellers, we see two representatives of each technology, with two PHEVs (#1 Outlander PHEV and #4 Audi A3 e-Tron), two BEVs (#2 Nissan Leaf and #5 Renault Zoe) and two HEVs (#2 Yaris Hybrid & #5 C-HR Hybrid), as plug-ins continue to increase share, expect at some point in the future that plug-ins to start regularly outselling HEVs.