Tesla Accounts for 58% of All New US DC Fast Charger Ports Added in 2023 Through May
For year-to-date (January 1 though May 31, 2023), Tesla has opened 1,893 DC fast charging ports or 58.1% of the total. Tesla’s YTD deployment is 5.4 times ChargePoint’s 350 (10.1%) and 6.5 times EVgo’s 290 (8.9%) DCFC ports installed.
Tesla Model Y California Sales Increase 46% in Q1 2023 Versus Q1 2022
Sales of the Tesla Model Y in California increased 46.4 percent in Q1 2023 versus Q1 2022, while sales of the Tesla Model 3 declined 17.6 percent.
2022 US YOY BEV Sales Increased 57%
Sales of full battery electric vehicles (BEVs) in the US increased 57 percent in 2022 versus 2021, a lower growth rate than the 89 percent YOY increase in 2021, according to analysis by EVAdoption of S&P Global Mobility data.
California ZEV Sales Share in Q1 2023 Reached 21.1%
In Q1 2023, California overall reached 21.1% ZEV sales share, while the average ZEV sales share by county was 15% and the median was 13.1%. The Golden State had four counties (those with at least 50 ZEV sales in the quarter) with a greater than 30% ZEV sales share.
Ratio of New BEVs to Newly Added DC Fast Charging Ports Reached 110 to 1 in 2022 – Third Highest Ratio Since 2011
The ratio of the number of new BEV units sold in the US to the number of newly-added DC fast charger ports increased to 110 to 1 in 2022, from 81 to 1 in 2021. The increase is due to new BEV sales outpacing the rate of newly added DC fast chargers in the US.
Toyota US Electrified Vehicle Sales Declined 9.2% YoY
Toyota’s US sales of electrified vehicles declined 9.2% in Q1 2023 versus Q1 2022. With a decline of 12%, sales of Toyota and Lexus hybrids had the largest decline among the companies electrified powertrains.
Ford F-150 Lightning Averaging US Sales of ~2,200 Per Month
With initial deliveries in April 2022, the Ford F-150 Lightning is on pace for roughly 15,000 units sold in the US in 2022. The Lightning, the BEV version of the iconic F-150, averaged 2,242 units the last 3 months (September-November), based on new EVAdoption analysis.
4 of Every 100 Vehicles in California Are EVs
California has now reached 4%, or four out of 100 vehicles on the road in California being BEV or PHEV.
California Is Only State With BEV Sales Share Higher Than Regular Hybrid Sales Share
During Q1 2022, California had a battery electric vehicle (BEV) sales share of 15.78%, 4.53 percentage points higher than the state’s regular hybrid sales share of 11.25%.
BEV Batteries Average 83 kWh Versus 15 kWh For PHEVs
Across the BEVs currently available (or that will be in the next few months) in the US, they average (mean) 82.8 kWh and the median battery size is 78 kWh. For PHEVs, the mean battery size is 14.9 kWh and median is 14 kWh and mean range is 28.4 miles (EPA) of range versus 285.4 miles of range for BEVs.
5 Different Models Have Held the #1 EV Registrations Title in California since 2010
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.
Ford Mustang Mach-E On Pace to Sell 27,000+ Units in First Year
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.
Electric Vehicles Expected to Be Available the Rest of 2021
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.
Nearly 16,000 Ford Mustang Mach-E BEVs Sold From January-July 2021
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.
US Reaches Milestone of 2 Million EVs Sold
Based on EVAdoption estimates, it is likely that in late July (or if not then, by early August) 2021, the US passed the 2 million cumulative electric vehicles sold milestone.