Saturday, July 22, 2017

Italy June 2017

Image result for 2017 Panamera PHEV


Panamera PHEV lands in Record Month 


The Italian PEV market seems to have waken up for good and is looking to recover the lost time, in June sales surged 248%, to a record 595 units, pulling the YTD tally to 2.266 units (+56% YoY).

While growth is always good, especially in a stagnant market like this one, it is sad to see that this previously BEV-predominant market now has PHEVs earning more and more share (58%) of PEV sales.

Looking at the models ranking, the top positions are not that different from last month, with the podium remaining the same, but the Top 10 has seen some changes, with the hot selling Mini Countryman PHEV (52 units, #2 in June) climbing to #7, while the BMW 330e (46 units, best result in 13 months) climbed three positions to #9 and the VW Golf GTE (59 units, #1 in June and best result in over two years) jumped ten positions(!) to Tenth.

But the real news in June was the thundering arrival of the Porsche Panamera PHEV, with a record 40 units in its debut month, allowing it to jump immediately to #15, this performance is even more impressive when we consider that this is a six-figure priced car...

Looking at the manufacturers ranking, BMW is in the lead, with 36% share, followed by Nissan (19%), and Mercedes (16%). 

With Mini already with 7% share, the BMW Group is likely to have over 50% share in this market soon.

Pl
ItalyJune     YTD%'16Pl
1Nissan Leaf 51288181
2
3
4
5
BMW 225xe Active Tourer 
Mercedes GLC350e 
BMW i3 
Renault Zoe
41
41
30
37
237
206
181
180
15
13
11
11
2
25
5
6
6
7
8
Tesla Model S
Mini Countryman PHEV 
Tesla Model X 
26
52
29
146
119
98
9
7
6
4
N/A
26
9
BMW 330e 46865
9
10
11
12
Volkswagen Golf GTE
Audi A3 e-Tron
Citröen C-Zero 
59
16
4
76
65
62
5
4
4
7
19
8
13
14
15
16
17
18
19
20
21
22
23
Volvo XC90 T8
Volvo V60 Plug-In
Porsche Panamera PHEV
BMW 740e
Audi Q7 e-Tron
BMW X5 40e
Mitsubishi Outlander PHEV
Toyota Prius PHEV
Kia Optima PHEV
Volkswagen e-Up!
Citroen E-Mehari
16
1
40
8
5
4
4
21
8
1
2
53
46
40
37
36
34
28
24
23
22
20
3
3
2
2
2
2
2
1
1
1
1
12
20
31
21
24
13
10
N/A
30
18
33
24Mercedes B250e819111
25
26
27
Porsche Cayenne Plug-in
BMW 530e
Mercedes C350e
4
9
2
18
17
15
1
1
1
20
N/A
36
27Volkswagen Passat GTE 515114
29
30

Nissan e-NV200 / Evalia 
Mercedes E350e
Others
2
1
21
12
11
39
1
1
2
17
N/A


TOTAL5952.266100


Source: greenstart.it; unrae.it

Friday, July 21, 2017

Which is the best City EV?

Renault Zoe with 400 km NEDC range at Paris Motor Show


After the success of this post, i decided to compare the current crop of city BEVs in Portugal and see which would the best:


Range



BMW i3 - 4

Kia Soul EV - 3

Mitsubishi I-Miev - 2

Renault Zoe - 5 (300 kms real world range, 43 kWh AC charging available)

Smart Forfour ED - 1

Volkswagen e-Up! - 2

Opel Ampera-e (Chevy Bolt) - 6


Space



BMW i3 - 3

Kia Soul EV- 4

Mitsubishi I-Miev - 1

Renault Zoe - 5 (Five usable seats, 338 liters in the trunk)

Smart Forfour ED - 2

Volkswagen e-Up! - 2

Opel Ampera-e (Chevy Bolt) - 6


Reliability / Running costs


BMW i3 - 3

Kia Soul EV - 5 (7 year warranty, reliable battery)

Mitsubishi I-Miev - 1

Renault Zoe - 4

Smart Forfour ED - 1

Volkswagen e-Up! - 2

Opel Ampera-e (Chevy Bolt) - 3


Manoeuvrability / Dynamics

BMW i3 - 5 (Unbeatable Dynamics, near perfect manoeuvrability)

Kia Soul EV - 1

Mitsubishi I-Miev - 4

Renault Zoe - 2

Smart Forfour ED - 4

Volkswagen e-Up! - 4

Opel Ampera-e (Chevy Bolt) - 3



Price


BMW i3 - 1

Kia Soul EV - 4

Mitsubishi I-Miev - 7

Renault Zoe - 4

Smart ForFour ED - 8 (At circa 24.000 eur, it is 18.000 eur cheaper than the BMW i3...)

Volkswagen e-Up! - 6

Opel Ampera-e (Chevy Bolt) - 2



Total

BMW i3 - 16 (Good range, stellar Dynamics, too bad about the price...)

Kia Soul EV - 17 (A balanced car, but there are more suited models for city driving) 

Mitsubishi I-Miev - 15 (Great price and manoeuvrability, but the world has moved on when it comes to the rest...)

Renault Zoe - 20 (Spacious city car with unbeatable range, which compensates some shortcomings in the manoeuvrability side)

Smart Forfour ED - 16 (Great price and fit for the city, but needs better range and increased charging speed)

Volkswagen e-Up! - 16 (Typical Volkswagen personality traits: Not bad at anything, not especially good in any item and slightly overpriced for what it is)

Opel Ampera-e (Chevy Bolt) - 20 (Awesome range, unbeatable interior, but at an estimated 39k eur, it is playing in a different, higher class)

Thursday, July 20, 2017

South Korea June 2017 (Draft)

Image result for Hyundai Ioniq Electric in South Korea

IONIQ and the rest 

After a long absence, the South Korean market is back to EV Sales, the headlining news is the disruptive effect that the arrival of the Hyundai Ioniq Electric, is having, pulling this year market share to a record 0.63%, up from 0.38% in the previous year and only 0.17% in 2015.

With the aforementioned Hyundai still production constrained (Not enough batteries from LG Chem), but with the perspective of more batteries available this year, registrations can only go up, so we can even see the market reach 1% share later in the year.

The following models are miles behind, but are also seeing their sales increase, with the Kia Soul EV managing to keep the Samsung SM3 ZE (Refresh needed?) behind it.

An intriguing addition to the market is the arrival of the Chevrolet Bolt, considering the 2017 production is already sold out, and there is still has a 2.000 orders waiting list to fill, it will be interesting to see if Chevrolet puts a real effort in the second half of 2017 and delivers its BEV model in enough volumes to allow the nameplate registrations to take off.

By the way, Chevrolet: Canada and Europe are in the same situation, how about relocating Bolt/Ampera-e production away from the USA and into markets where the Bolt actually makes sense? Unless this is all part of the "No one wants EV's" narrative...

PlModelJan-Jun 2017
1Hyundai Ioniq Electric3.010
2Kia Soul EV655
3
4
5

Renault Samsung SM3 ZE
Chevrolet Bolt
Renault Samsung Twizy
Others
404
251
106
513

TOTAL4.939

Wednesday, July 19, 2017

Germany June 2017

Image result for Renault Zoe Germany

Has the market reached a tipping point?

It seems the incentives are finally helping out this market, with over 4.600 plug-in passenger cars registered last month in Germany, the market jumped 181% YoY and shattered the previous record, established last March (4.432).

With YTD sales now growing 115% and the Second Quarter alone jumping 166% YoY, it seems the German PEV market reached some kind of tipping point, from where the current PEV share of 1.25% can only climb higher, maybe hitting 1.75% by year end, which, considering we are talking about the largest auto market in Europe, it's a looot of plug-ins.

Looking at June Best Selling models, the Renault Zoe recovered the leadership, registering a best ever performance of 680 units (New all-time record for a single model in Germany), followed by the Audi A3 e-Tron (535 units, new personal best) and two BMW's, with the 225xe Active Tourer (338 deliveries, new pb. Do you see a trend here?...) ending in front of the i3 hot hatch (315).

Below these frequent Top 4 customers, we have a new/old face here, with the Second Generation Smart Fortwo ED showing up already in #5 in its first full sales month, with 231 units, the nameplate best score since October '14 (263, then). Something tells me the little city car is going to blow to pieces its all time record (311 units, way back in October '13) soon...

PlModel
Sales  
1Renault Zoe680
2Audi A3 e-Tron
535
3BMW 225xe A. Tourer
338
3
BMW i3 *
315
5
Smart Fortwo ED
231

Looking at the YTD ranking, plenty to talk about, as usual, with the Audi A3 e-Tron climbing to Second Place and the BMW 225xe Active Tourer rising to Fourth, being the main news, but the action didn't stopped there:.

- The VW Golf GTE continues to recover in the ranking, having climbed now to #10, closing in on its 2016 standing (Eighth);

- Another Volkswagen recovering ground is the all electric e-Golf, now in #14, with the 177 deliveries in June being its best performance in 23 months;

- Another BEV on the rise is the Hyundai Ioniq Electric, now at #19, expect it climb even further as the year advance, now that the Korean automaker is increasing the deliveries pace;

- Good performance from the BMW 530e, with 100 deliveries in June, the first time it reached three-digit perfromances, but the new, longer-ranged Porsche Panamera PHEV did even better, delivering 198(!) units last month, or more than it did in the whole year of 2016...Do we have a future success story in our hands?  

In the manufacturers ranking, BMW (21%, down 2%) is on the lead, followed by Mercedes Audi and Volkswagen, all with 12% share.

PlGermanyJune YTD%'16 Pl
1
2
Renault Zoe
Audi A3 e-Tron
680
535
2.429
2.205
11
10
2
4
3
4
BMW i3 *
BMW 225xe Active Tour.
315
338
2.060
1.626
9
7
1
10
5
6
Mitsu. Outlander PHEV
Tesla Model S
107
217
1.406
1.263
6
6
6
5
7Kia Soul EV10499147
8Volkswagen Passat GTE13982449
9
10
11
Mercedes GLC350e
Volkswagen Golf GTE
Tesla Model X
176
171
136
692
636
632
3
3
3
23
8
19
12
13
Mercedes C350e e)
Volkswagen e-Up!
74
81
584
568
3
3
15
17
14
15
16
17
Volkswagen e-Golf
Nissan Leaf
Mercedes B250e
Audi Q7 e-Tron
177
41
33
100
532
521
416
388
2
2
2
2
12
11
18
13
18Mercedes E350e
64
380232
19
20
21
22
23
24
25
25
27
27
29
30

Hyundai Ioniq Electric
BMW 530e
BMW 330e
Volvo XC90 T8
Smart Fortwo ED
Por. Panamera PHEV
Mercedes GLE500e
Volvo V60 Plug-In
Peugeot iOn
Porsche Cayenne PHEV
BMW i8
BMW 740e
Others
63
100
44
54
231
198
19
25
10
21
35
20
316
334
325
324
276
275
266
210
210
172
172
164
142
949
2
1
1
1
1
1
1
1
1
1
1
1
4
36
N/A
20
13
35
30
24
25
20
21
27
28

TOTAL
4.624
22.025
100


* - 219 Bev + 96 Rex 


Source: kba.de



Tesla Model S & Others


Pl
Model
June Sales  
1
Mercedes S-Class
505
2
BMW 7-Series
447
3
Porsche Panamera
435
4
Audi A8
261
5
Tesla Model S
217


As the Tesla Sports Sedan reaches historic high levels, it is ime to focus on the German flagship vessels, with the Mercedes S-Class registering 505 units last month and the BMW 7-Series 447, they are comfortably ahead of the Californian, that interestingly only registered 217 units, less than half of the 457 in the last peak month of March.

The Tesla Model 3 could have already some influence, but in my opinion, one big reason for this less stellar performance lies in another automaker...

The Second Generation Porsche Panamera PHEV registered 198 units in its first real  month on the market, or 46%(!) of all Panamera registrations....If these numbers are to continue regularly, the Porsche model can be the first to seriously dent the Model S sales, while at the same time allow the big Sports Sedan to outsell the BMW and Mercedes uber-klasse models.



Tesla Model X & Others


Pl
Model
June Sales  
1
Range Rover Sport
558
2
Jaguar F-Pace
391
3
Porsche Cayenne
322
4
BMW X6
175
5
Tesla Model X
136

The Tesla Sports SUV is starting to tickle its most direct competitors, even if numbers are far behind the podium bearers.

Are the 100-something sales the Model X top performance?