EV Sales & Market Share

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.

New BEV + PHEV sales almost matched regular hybrids in 2018; But then hybrid sales significantly outpaced EVs in 2019 and 2020.

In these new charts I show the sales share for the period of January 2019 through September 2020.

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

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

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

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

The International Energy Association (IEA) recently released a fascinating chart that compares ICE and EV sales across various countries and regions for the years 2019

There are lots of factors affecting sales of individual EV models in the US – range, cost, brand, attractiveness, access to fast charging networks, competitive

Various groups such as the new EV lobbying group Zero Emission Transportation Association (ZETA) and the Rocky Mountain Institute (RMI) have a direct or indirect

In 2018, Honda had one of the hottest-selling EVs in the US (and especially California), with the plug-in hybrid version of its Clarity sedan ranking

The International Energy Agency (IEA) has just released its latest Global EV Outlook 2020 report, and pegs the global EV (BEV + PHEV) stock at 7.2 million.

The AWEA forecasts that the US grid will reach 51% renewables in 2030 from 19% in 2019 versus our forecast that the US EV cumulative stock will reach nearly 8% in 2030 from 0.5% in 2019.

While still early, only the Audi e-tron is seeing any significant sales volume averaging around 750 units per month for May through July. The Hyundai Kona and Kia Niro BEVs remain poor sellers, though likely due to lack of supply rather than weak consumer interest.

Of the top 8 selling EVs in the US, YTD only the Honda Clarity PHEV has a lower trailing 3 months sales level versus the YTD average. The Tesla Model 3, however, is averaging roughly 4,600 more sales the last 3 months versus the YTD monthly average.