Ford Mustang Mach-E on Pace for ~32,000 in 2021 US Sales
After 5 months of US sales numbers, it appears that Ford’s Mustang Mach-E BEV could be on pace for around ~32,000 or more in 2021, its first full year of availability.
Chevrolet Volt Sales & Share of PHEV Sales: 2011-2020
The Chevrolet Volt was the number one-selling EV overall in 2012 and 2013, and number two in 2011, 2014, 2016 and number three in 2015. And for the years 2011 through 2018 the Volt never ranked below the #6 best-selling EV in the US.
US BEV vs. PHEV Sales: 2011-Feb 2021
From 2013 through 2017, US sales of BEVs versus PHEVs were neck and neck with PHEVs actually eking ahead of BEVs in 2016 by a bit more than 700 units. But then the EV world changed with deliveries of the Tesla Model 3 beginning in the US in July 2017, but really kicking into gear in 2018.
Tesla, GM, and VW Accounted for 43% of Global BEV Sales: Jan-April 2021
Tesla has sold the most BEVs globally from January 1 through April 30, 2021, according to a new report from Morgan Stanley using data from EV-volumes.com. When combined with GM and Volkswagen, those three automakers accounted for 43% of global BEV sales for the first four months of 2021.
California EV Sales as a % of US EV Sales: 2010-2020
From 2014 through 2019, California EV sales accounted for roughly half or more of US EV sales – from a low of 49.6% in 2019 to a high of 57.3% in 2017. At 40.7%, 2020 saw California account for its second lowest share of US EV sales since 2011.
California BEV Sales & New Vehicle Share Forecast: 2016-2030
EVAdoption forecasts California BEV sales share jumping to 6.1% in 2021 and then increasing steadily to 56.6% by the end of 2030.
2020 vs. 2019 California Vehicle Sales By Powertrain
The story within California borders during the 2019 through 2020 period is the return of the sales for regular hybrids and a slight decline in sales share of PHEVs.
Ups and Downs of Regular Hybrid Sales in the US
Hybrid sales then declined or remained relatively flat until they took another jump of 16.8% to nearly 401,000 in 2019. And then, even in a year of declining auto sales overall of -14% due to the pandemic, hybrid sales actually increased 15%. Hybrids are clearly back on the rise, driven by a strong push from Toyota and Honda and the huge success of the Toyota RAV4 hybrid.
US Cumulative Vehicle Sales By Powertrain Through 2020
Through 2020, the US cumulative vehicle in operation stock is well less than 3% for the combined vehicle powertrains of hybrids, BEVs, PHEVs, and FCEVs.
US Hybrid Versus EV (BEV & PHEV) Sales: 2010 – 2020
New BEV + PHEV sales almost matched regular hybrids in 2018; But then hybrid sales significantly outpaced EVs in 2019 and 2020.
EV Sales Share By State
In these new charts I show the sales share for the period of January 2019 through September 2020.
Average US Gas Prices + Houston and Los Angeles: 2011-2021
Gas prices are on the rise in the US in recent months, but using data from GasBuddy the average price of a gallon of gasoline is still within the range of average prices the last 6 or so years. And prices both nationally and in two extreme markets – Houston and Los Angeles – are well below […]
Jaguar to Go All Electric in 2025 – Recent Sales May Be A Reason
Jaguar Land Rover (JLR) announced that its Jaguar brand will become an EV-only brand beginning in 2025. At least in the US, this is likely a survival strategy as the brand had its lowest market share in 2020 since 2015. With the luxury market from Lucid Motors to Audi, BMW, Cadillac and Mercedes-Benz going electric, Jaguar […]
GM’s EV Sales: 2010 to 2020
With the killing of the Chevrolet Volt, GM’s US EV sales have actually declined 3 straight years. And surprisingly, in only 3 years has GM had lower EV sales in the US than in 2020 (2010, 2011, 2015). My 2025 GM US EV forecast (see latest article) is almost the same (241,000) as the cumulative […]
US New EV Sales Share Estimated to Reach 2.35%
While final US EV sales for 2020 are not yet available (there is no official source as in many European countries), I’m estimating that the EV sales share of new vehicles reached 2.35%. My forecast from a few months ago of 345,285 would be an 8% YOY increase an especially impressive during a pandemic year […]