If you include BrightDrop, GM’s electric delivery van division, GM could have11 BEVs available in 2025. This estimate assumes that both the Bolt EV and EUV will have been discontinued by then and that at least one as of yet unconfirmed new BEVs — an electric Cadillac Escalade — will reach dealers by 2025.
Since 1998 when the California DMV began tracking EV registrations, unsurprisingly Tesla has dominated EV sales and through September 30, 2021 the company has accounted for 38.4% of all EV (both BEV and PHEV) registrations. In fact, Tesla has sold more EVs in California than the next four brands combined (37.6%): Chevrolet (14.0%), Toyota (10.4%), […]
EVAdoption forecasts California BEV sales share jumping to 6.1% in 2021 and then increasing steadily to 56.6% by the end of 2030.
New sales data from Experian shows how dominant Tesla remains in the US, especially when just looking at BEVs and not including PHEVs. In 2020, the Tesla Models 3, Y, X, and S accounted for 8 out of every 10 BEVs. And the top 8-selling models accounted for 95.1% of US BEV sales. But with […]
Another database I’ve begun building is of factories that are currently, or will in the next few years, assemble all or parts (not including battery factories) of BEVs and PHEVs in North America. I’ve identified 18 so far. This database will have more than a dozen data points. Let me know if I’ve gotten anything wrong in […]
In conducting a recent long-term EV sales forecast, I identified that a potential 210 electric vehicle models (both BEV and PHEV) would be available in the US by the end of 2030. Another 20 or so, mostly PHEV models, would also be phased out by automakers in the latter half of this decade as they […]
Delivery vans might be the first vehicle segment to go 100% electric for several key reasons, including: A small number of large customers, e.g., shipping carriers A much lower total cost of ownership (TCO) which is key for fleet managers. They help companies like Amazon, UPS, FedEx and others achieve their corporate sustainability goals. Delivery […]
A recent trend in the electric vehicle industry has been companies going public through “SPACs” – Special Purpose Acquisition Companies. SPACs go public without any commercial business operations, but then use the IPO funds to acquire existing businesses who then become public through the merger. Companies getting acquired by a SPAC don’t go through the typical […]