Some key US electrical car gross sales knowledge aren’t straightforward to return by nowadays. We don’t get numbers for a number of of the most well-liked fashions as a result of their makers don’t escape gross sales of various fashions (Tesla — Mannequin Y versus Mannequin 3) or totally different powertrains of the of fashions that are available gasoline or electrical variations (the Hyundai Kona and Kia Niro). In consequence, my quarterly stories on US EV gross sales exclude the latter and contain an estimate for the Mannequin Y vs. Mannequin Three break up. Additionally, Tesla’s doesn’t even report its US gross sales, solely world gross sales, so even the Tesla gross sales are a mixed 3 + Y estimate.
Although, Experian collects registration knowledge from numerous states and has apparently simply launched some numbers for EV gross sales within the first half of the yr. We now have a listing of the highest 10 highest promoting electrical car fashions within the nation primarily based on registration knowledge (see above for a chart for the primary half of the yr, and see the underside of the article for extra charts).
Word that Experian’s numbers are a bit totally different from what automakers who do share detailed month-to-month or quarterly gross sales outcomes have reported — generally a pair thousand greater, generally a pair thousand decrease. Nonetheless, it’s knowledge test for the Tesla fashions and the Kia Niro EV and Hyundai Kona EV.
High 10 BEVs within the US. pic.twitter.com/R4RDEhs9eX
— Ray4Tesla⚡️?☀️? (@ray4tesla) August 26, 2021
Since we’ve got Q1 knowledge for eight of these 10 fashions, we will additionally take a look at how these eight fashions did within the second quarter. Curiously, the info present a drop (generally a dramatic drop) for 7 of these eight fashions.
Is there a knowledge assortment downside (delayed registrations in second quarter)? Have automakers been prioritizing different areas to the detriment of the US market? Are provide challenges (chips, chips, chips) lowering deliveries and registrations? Elon Musk has definitely been citing provide challenges routinely in current convention calls and tweets, which appear to point an even bigger downside than up to now.
Another ideas on the outcomes?
For somewhat extra enjoyable, right here’s an interactive model of the Q1 versus Q2 2021 chart (however observe that it could not show properly on cell units):