Despite a number of new BEVs and PHEVs being introduced by other automakers, Tesla continues to dominates EV sales in California accounting for 65.3% of BEV and PHEV registrations in Q1 2022 (January 1 – March 31, 2022), according to analysis by EVAdoption from California Energy Commission (2022) data.
Over the 12-year period of 2010-2021, five different BEVs and PHEVs have held the title of being the number one EV in California as ranked by registrations.
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.
Through November 2021, the Ford Mustang Mach-E has sold 24,791 units in California and should reach 27,000 or more by year end. This would make it the highest selling BEV in the US for 2021, after the Tesla Model 3 and Model Y.
Through April 2021 PHEVs accounted for 36.7% of EVs (BEV and PHEV) sold in the US since January 2011. And in California, the most EV-centric state in the US, PHEVs comprise a slightly higher percentage of EV registrations to date at 38.3%.
Between now and the end of 2021, 16 new EVs (12 BEV and 4 PHEV) are expected to be available at dealers or that deliveries to customers will begin.
Since reaching US Ford dealers in earnest beginning in February 2021, the Mustang Mach-E has seen strong sales for a brand new EV that isn’t from Tesla. YTD, the Mach-E has sold 15,829 units and has averaged monthly sales of 2,261. Looking at just February through July and the monthly average rises to 2,599.
While we wait for the Toyota bZ4X BEV in 2022 and fingers crossed for more RAV4 Prime PHEVs being sent to the US, Toyota USA is crushing it with sales of its regular hybrids. Our current EVAdoption forecast has regular hybrids accounting for ~23.3% of 2021 sales (Toyota brand only, not including Lexus.)
With its popular selling four BEVs, Fremont, CA-based Tesla accounted for 41.5% of EV registrations from 2008 through the end of 2020, according to data from the California DMV.
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.
