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IEVS:
France: Plug-In Electric Car Sales Quadrupled In March 2021

https://insideevs.com/news/502559/france-plugin-sales-march-2021/


March was a really strong month for plug-in electric car sales in France, as more than 30,700 new plug-ins were registered (up 297% year-over-year, from a low base in 2020 affected by a lockdown). . . .

Passenger plug-ins (29,737) account for about 16.2% of the total new car market, which is one of the best results ever.

One of the most interesting things is that plug-in hybrids are surging like there's no tomorrow - up by 682% year-over-year and almost matching all-electric cars.

Passenger BEVs: 15,592 - up 183% at 8.5% market share
Passenger PHEVs: 14,145 - up 682% at 7.7% market share
Light commercial BEVs: 975 - up 131%
Total plug-ins: 30,712 - up 297%. . . .

Sales year-to-date:

Passenger BEVs: 30,489 - up 18%
Passenger PHEVs: 31,461 - up 231%
Light commercial BEVs: 2,821 - up 57%
Total plug-ins: 64,771 - up 74%. . . .

Models
The most striking thing in March was a massive delivery of the Tesla Model 3 in France. With 4,524 new registrations, Tesla not only beat everyone else last month but has become the top-selling model year-to-date with 5,763 units! Above the top local models - Renault ZOE and Peugeot e-208. . . .

On the plug-in hybrid front, two models exceeded 1,000 units: the Peugeot 3008 PHEV (1,571) and Renault Captur PHEV (1,158). . . .
 
GCC:
New battery-electric vehicles take 5.7% share in Europe in Q1; hybrids 18.4%, gasoline 42.2% , diesel 23.2%

https://www.greencarcongress.com/2021/04/20210425-aceaq1.html


In the first quarter of 2021, hybrid electric vehicles made up 18.4% of total passenger car sales in the EU, almost doubling their market share in a year, according to data from the European Association of Automobile Manufacturers (ACEA). Demand for electrically-chargeable cars also increased in Q1: battery-electric vehicles made up 5.7% of all new cars, while plug-in hybrids accounted for 8.2% of EU registrations.

Sales of traditional fossil-fuel cars continued to decrease in the European Union, although gasoline and diesel still made up 65.4% of the car market. . . .

Alternatively-powered vehicles (APV). During the first quarter of the year, registrations of battery-electric vehicles (BEVs) in the EU increased by 59.1% to reach 146,185 cars, with demand still benefiting from government stimuli for zero-emission vehicles. This growth was spurred by big gains in key EU markets, most notably in Germany (+149.0%) and Italy (+145.6%). By contrast, demand for battery electric cars declined in Spain (-12.6%) from January to March.

Registrations of plug-in hybrid electric vehicles (PHEVs) jumped by 175.0%, totalling 208,389 units. One of the drivers of this growth was Italy, where 16,103 plug-in cars were registered in the first quarter—a year-on-year increase of 445.7%. The EU’s three other major markets also saw two-fold, or even three-fold, gains in the PHEV segment so far this year: Germany (+195.4%), France (+231.4%) and Spain (+116.1%). . . .
 
Leaf Plus finally launched in Australia. It doesn't feel like Nissan is giving up on the Leaf.

https://www.google.com/amp/s/thedriven.io/2021/04/29/nissan-leaf-e-lands-in-australia-for-a-price-just-shy-of-the-tesla-model-3/amp/
 
IEVS:
Germany: Plug-In Car Sales More Than Tripled In March 2021

https://insideevs.com/news/504204/germany-plugin-sales-march-2021/


Tesla Model 3 surges to #1 in March and #2 YTD, second only to Volkswagen e-up!, but ahead of Volkswagen ID.3.

The German car market rebounded a little bit in March, although it's still far from the 2019 level (292,349 - up 36% from March 2020, but down 15% vs March 2019).

On the plug-in front, the situation is completely different. The number of new passenger plug-in car registrations increased to 65,681 (up 232% year-over-year), which is 22.5% of the total market. That's more than one in five new cars!

Plug-in hybrids are still ahead of all-electric cars:

BEVs: 30,101 – up 191% at 10.3% market share
PHEVs: 35,580 – up 277% at 12.2% market share
Total: 65,681 – up 232% at 22.5% market share. . . .
 
IEVS:
California: Plug-In Car Sales Increased To Over 59,000 In Q1 2021

https://insideevs.com/news/506502/california-plugin-car-sales-2021q1/


. . . According to Veloz’s stats, electric car sales (including all-electric, plug-in hybrid and hydrogen fuel cell vehicles) in Q1 2021 increased by 35% year-over-year to 59,058. Market share was nearly 9.2%.

That's the best quarterly result ever and considering how bad Q2 2020 was, followed by a sideways trend in Q3, it should be a far better year than 2020. Most likely the best year ever.

Most of the market is BEVs:

BEVs: 42,866
PHEVs: 15,477
FCVs: 715

The top-selling models in the state are Tesla Model Y and Tesla Model 3:

Tesla Model Y: 15,265
Tesla Model 3: 14,536
Chevrolet Bolt EV: 5,252
Toyota Prius Prime: 4,081
Honda Clarity PHEV: 1,374

The cumulative number of plug-ins sold in California stands at over 862,000, compared to over 1.91 million in the U.S.

However, the vehicle population is significantly lower than the cumulative sales (because of vehicle retirements, accidents, owners moving out of state, or other reasons), probably between 650,000 to 700,000 (more than half would be BEVs). As of the end of 2020, it was over 635,000 and about 2.2% of all light-duty vehicles.

EV drivers can use more than 73,400 charging points (AC and DC) in California (a few thousand more than at the end of 2020), which means one charging point per over 11.7 EVs (this number is increasing).

The number of hydrogen stations has increased by two compared to the end of 2020 - from 45 to 47, which is still a relatively small number.

The U.S. sales are estimated at 131,240 units in Q1 2021, which means that California holds some 45% share.

The total number of plug-ins this year might reach 1 million in California and over 2 million in the U.S.
 
All IEVS:
Germany: Plug-In Car Sales Above 50,000 In April 2021

https://insideevs.com/news/507587/germany-plugin-sales-april-2021/


In April, close to 230,000 new passenger cars were registered in Germany, which is 90% more than a year ago, but still 26% down compared to April 2019.

Despite that, plug-in electric car sales are enjoying tremendous growth. Last month, over 50,800 BEVs/PHEVs were registered, which is almost 5-times more than a year ago.

The market share improved to 22.1%, which is the sixth result above 20% in a row. That's more than one per five new cars.

Plug-in hybrids are still ahead of all-electric cars:

BEVs: 23,816 – up 414% at 10.4% market share
PHEVs: 26,988 – up 380% at 11.8% market share
Total: 50,804 – up 396% at 22.1% market share . . .



France: Plug-In Electric Car Sales Take 15% Share In April 2021

https://insideevs.com/news/507580/france-plugin-sales-april-2021/


The car market strongly rebound in France, from the collapse last year caused by the lockdown. The overall volume at over 140,000 is relatively good, but not yet as high as in previous years (nearly 190,000). With a high number of remote jobs and more challenging economy, demand for cars is simply lower than before.

In April, some 21,690 new plug-in cars were registered, over 12-times more than in April 2020.

Passenger plug-ins (20,832) account for about 14.8% of the car market, which is a lot. With more and more plug-ins on the horizon, we might see 20% at some point later this year.

Plug-in hybrids are selling slightly better than all-electric cars this year in France:

Passenger BEVs: 9,560 - up 685% at 6.8% market share
Passenger PHEVs: 11,272 - up 2,512% at 8.0% market share
Light commercial BEVs: 858 - up 767%
Total plug-ins: 21,690 - up 1,143%

So far this year, the plug-in segment increased 122% year-over-year to almost 86,500 and passenger plug-in hybrids are above all-electric cars.

Sales year-to-date:

Passenger BEVs: 40,048 - up 48%
Passenger PHEVs: 42,734 - up 330%
Light commercial BEVs: 3,679 - up 94%
Total plug-ins: 86,461 - up 122%. . . .



Stellantis’ CEO Is Worried About Affordability Of Electric Cars

https://insideevs.com/news/507528/stellantis-ceo-worried-ev-affordability/


Making EVs is just part of the solution: you must have people able to buy them.

Carlos Tavares has been a long-time critic of a forced electrification process. Although Stellantis does not need to buy carbon credits from Tesla anymore due to its own EVs, its CEO wonders if they will be affordable enough for people to buy them. If they aren’t, he fears we may have a worse problem with carbon emissions than we had before.

The rationale is simple: car companies today have to make affordable vehicles that comply with emission standards, and these cars can start at around €10,000 in Europe. However, if they become electric, their prices may rise to up to more than €30,000.

If these €10,000 options are not available anymore, the customers that bought them will get used combustion-engined cars instead, some with outdated engines that pollute way more than brand-new ones.

In such a scenario, you could have an entire range of fully electric cars that would have no impact in lowering emissions, on the contrary. Being too expensive for most people to buy them, they would make carbon emissions get higher.

The Stellantis CEO also said that forcing car companies to sell EVs if they want to survive will also have social impacts. The people who developed and manufactured combustion engines will either have to dedicate themselves to motors and inverters or be out of business.

With higher prices, car companies will sell fewer cars, which means they will not need as many employees as they do now. In other words, they may survive but will be much smaller than they are today.



HomeNewsCorporate / Financial
Stellantis’ CEO Is Worried About Affordability Of Electric Cars
Copertina Carlos Tavares
May 15, 2021 at 6:44pm ET
158
Gustavo Henrique Ruffo
By: Gustavo Henrique Ruffo
Making EVs is just part of the solution: you must have people able to buy them.
Carlos Tavares has been a long-time critic of a forced electrification process. Although Stellantis does not need to buy carbon credits from Tesla anymore due to its own EVs, its CEO wonders if they will be affordable enough for people to buy them. If they aren’t, he fears we may have a worse problem with carbon emissions than we had before.


The rationale is simple: car companies today have to make affordable vehicles that comply with emission standards, and these cars can start at around €10,000 in Europe. However, if they become electric, their prices may rise to up to more than €30,000.

If these €10,000 options are not available anymore, the customers that bought them will get used combustion-engined cars instead, some with outdated engines that pollute way more than brand-new ones.

In such a scenario, you could have an entire range of fully electric cars that would have no impact in lowering emissions, on the contrary. Being too expensive for most people to buy them, they would make carbon emissions get higher.

The Stellantis CEO also said that forcing car companies to sell EVs if they want to survive will also have social impacts. The people who developed and manufactured combustion engines will either have to dedicate themselves to motors and inverters or be out of business.

With higher prices, car companies will sell fewer cars, which means they will not need as many employees as they do now. In other words, they may survive but will be much smaller than they are today.

That requires an analysis of how many affordable cars are for sale today and their sales volumes. If you take Ford as an example, it pledged to sell only trucks and SUVs from now on precisely to make more profits. It is not unlikely that more expensive cars are the ones with higher sales volumes.

Take the US market as an example. In 2019, the Toyota RAV4 was the best-selling passenger car, with 448,071 units. The overall winner was the Ford F-150, with 896,526 units. Car And Driver published a list with the 25 best-selling vehicles in that year, and the cheapest ones were the Toyota Corolla and the Nissan Sentra, which start at around $20,000.And they are not even in the top positions.

In Europe, things are different. Affordable cars are responsible for most sales, with the charts led by vehicles such as the Renault Clio, Volkswagen Polo, Ford Fiesta, Peugeot 208, and Dacia Sandero. Tavares must have had that perspective in mind when he expressed his concerns.

This is a similar warning to that Bill Gates and UNCTAD made in August 2020: if electrified mobility focuses only on those that can afford to buy an electric car, the pollution problem will continue. The cars that people in Europe, the US, and China don’t want to buy anymore will be exported to developing and poor countries. They will just pollute somewhere else. . . .


Consider the source obviously applies, but I am in general agreement, as anyone who's been reading the PHEV topic knows.
 
GRA said:
Stellantis’ CEO Is Worried About Affordability Of Electric Cars
Carlos Tavares has been a long-time critic of a forced electrification process. Although Stellantis does not need to buy carbon credits from Tesla anymore due to its own EVs, its CEO wonders if they will be affordable enough for people to buy them. If they aren’t, he fears we may have a worse problem with carbon emissions than we had before.
Consider the source obviously applies, but I am in general agreement, as anyone who's been reading the PHEV topic knows.

Oddly, GM can sell an $4,200 EV in China.

Only selling a thousand or so.

Per day.

About the same size as a Fiat 500.

If Fiat can't make a cheap electric, someone else will.
 
WetEV said:
GRA said:
Stellantis’ CEO Is Worried About Affordability Of Electric Cars

Carlos Tavares has been a long-time critic of a forced electrification process. Although Stellantis does not need to buy carbon credits from Tesla anymore due to its own EVs, its CEO wonders if they will be affordable enough for people to buy them. If they aren’t, he fears we may have a worse problem with carbon emissions than we had before.
Consider the source obviously applies, but I am in general agreement, as anyone who's been reading the PHEV topic knows.

Oddly, GM can sell an $4,200 EV in China.

Only selling a thousand or so.

Per day.

About the same size as a Fiat 500.

If Fiat can't make a cheap electric, someone else will.


Whether western safety agencies will certify them, or western consumers will be willing to buy them is another matter. I'm perfectly okay with manual roll-up windows, but how many other western car buyers are? And will we be willing to buy cars made in China given the far lower wages and working conditions prevailing there, and the effect that would have on our own production facilities and workers? Obviously, this isn't the first time that argument has been raised, as the same points were made about the Japanese in the '60s and '70s as they moved beyond cheap toys and knick-knacks to exporting cars, but they are a democracy and China isn't.
 
It feels like we are just getting beyond the tipping point in that nearly every manufacturer is investing every available dollar into electrification. It feels similar to the movement to cloud for the business world.

No turning back
 
WetEV said:
GRA said:
An opinion* piece at ABG:
Promises, promises: Why plans for an all-electric future are wildly premature

Too many analysts and cheerleaders keep making faulty assumptions on EV adoption

https://www.autoblog.com/2021/05/26/ev-adoption-wildly-premature-opinion/



*Which I largely share.
So you will change your mind after the first 100k EV yearly sales for a model? Oh, not counting Tesla. Oh, and Europe and China don't count, only US.


I'll change my mind when PEVs make up 15% of annual sales (I might even go 10%) without requiring bribes and mandates.
 
GRA said:
I'll change my mind when PEVs make up 15% of annual sales (I might even go 10%) without requiring bribes and mandates.

How about ending the free dumping of toxins into people's lungs as part of this?
 
WetEV said:
GRA said:
I'll change my mind when PEVs make up 15% of annual sales (I might even go 10%) without requiring bribes and mandates.

How about ending the free dumping of toxins into people's lungs as part of this?


Fine but me, now you just have to convince most consumers to care. Assuming it's adopted, here's a much-needed measure that will help ensure a BEV's long-term value and boost their salability, via GCR:
How long will my EV battery last? California proposes degradation limits

https://www.greencarreports.com/new...y-last-california-proposes-degradation-limits


. . . Those buying pre-owned EVs—perhaps even more than the original buyers—need to have confidence they can replace gasoline vehicles with electric vehicles that come close to their original rated range and performance. And those who choose to keep driving the EV they bought new shouldn’t face a dramatic degradation in usefulness after seemingly normal use.

Because a long battery life is so important in realizing the environmental benefits of EVs, regulators are stepping in. Provisions for defining EV battery health are part of the Advanced Clean Cars II framework that the California Air Resources Board (CARB) presented for the first time earlier this month—a measure that aims to make EVs 80% of new light vehicle sales by 2035.

The rules, applying to the 2026 model year and beyond, would require that BEVs maintain 80% of their certified test-cycle range for 15 years or 150,000 miles, while fuel-cell models maintain at least 90% output power after 4,000 hours of operation.

The requirements would also include the explicit disclosure of that percentage threshold and a “customer readable state of health metric,” according to the CARB draft. The state of health (SOH) needs to be readable by the driver without a tool and meet the “usable battery energy” as met by SAE J1634 standards, with the vehicle maker clearly laying out the SOH percentage that qualifies for warranty repair.

Under the new rules, warranties for the batteries in BEVs would also be required for 10 years or 150,000 miles—the same duration of a defects-and-performance warranty already required of batteries in plug-in hybrids according to current CARB rules. . . .

CARB’s battery rules make sense. As battery cell manufacturing is especially carbon intensive, a vehicle is likely to have a lower carbon footprint over its lifetime if the battery pack lasts the entire lifetime—and, perhaps, has a second-life purpose in energy storage or industrial equipment.

David Reichmuth, the senior engineer in the Clean Transportation Program at the Union of Concerned Scientists, sees that the proposal serves both as a consumer protection and an environmental assurance. California, he says, “has an interest in making sure that EVs are capable, and that consumers don’t have concerns over buying a used EV and being able to replace a gasoline vehicle.”

The consumer advocacy organization Consumer Reports appears to agree with the latter sentiment. “CR welcomes the new electric vehicle durability requirements to ensure consumers have access to long-range, long-lasting vehicles,” it said in response to the rules proposal.

According to Reichmuth, it all comes back to ensuring longevity for the batteries and helping make sure we get the most benefit out of the vehicles.

Simply put, there are increased emissions in making a battery electric car versus a gasoline one, but those emissions are offset pretty quickly by the emissions savings in using the EV. “The longer we use that electric car, the more savings we can accrue,” he said. . . .

How can we displace the most gasoline- and diesel-powered vehicles as soon as possible? By having EVs that keep their original function and build confidence in them as vehicles that last. It sounds like California is on the right track. . . .


If passed, no more undefined "bars" BS. Having to allow for 30% or more degradation seriously limits BEV viability, as well as boosting the required range when new and thus the price for those of us who buy cars for the long haul. Of course, what we want is zero degradation, but this is a step in the right direction.
 
GRA said:
WetEV said:
GRA said:
I'll change my mind when PEVs make up 15% of annual sales (I might even go 10%) without requiring bribes and mandates.

How about ending the free dumping of toxins into people's lungs as part of this?


Fine but me, now you just have to convince most consumers to care.

So GRA wants zero subsidies for EVs, but is perfectly happy with ICEs dumping toxins into peoples lungs. And changes the subject.

What is the cost of air pollution from cars, divided by the number of cars?

Why are you okay with that, and not okay with a smaller subsidy for BEVs?

10% of sales will convince GRA? Maybe 4 years, maybe 6 years.
 
WetEV said:
GRA said:
WetEV said:
How about ending the free dumping of toxins into people's lungs as part of this?


Fine but me, now you just have to convince most consumers to care.

So GRA wants zero subsidies for EVs, but is perfectly happy with ICEs dumping toxins into peoples lungs. And changes the subject.

What is the cost of air pollution from cars, divided by the number of cars?

Why are you okay with that, and not okay with a smaller subsidy for BEVs?

Please don't mis-state my position. I'm not okay with that, as I've made plain. What I've said is that I believe mandates, incentives and higher fuel prices are a more effective way to go. Speaking of the latter, California's gas tax will get its annual inflation adjustment on July 1st, apparently just another $0.006 to $0.51.1/gal. We have the highest gas tax and gas prices in the country. No doubt it's completely unrelated, but we also have the highest AFV sales, total fleet #s and I believe (have to check; maybe some tiny NE state beats us) fleet % in the country.


WetEV said:
10% of sales will convince GRA? Maybe 4 years, maybe 6 years.


No, 10% without subsidies or mandates, i.e. mainstream consumers choose them because they best meet their needs, not because they were bribed or forced to buy them.

As I've said, I favor mandates in some circumstances (e.g. ULEV zones, SO HOV access, school and transit buses, some commercial & Ag), or as a last hope for mainstream consumers. Those first two also count as incentives.

Case in point re mandates, California just required TNCs like Uber and Lyft to have 90% of their miles by ZE by 2030, with requirements beginning in 2023 and gradually tightening: https://www.sfchronicle.com/politic...uires-Uber-Lyft-to-switch-mostly-16194997.php

Note, I don't favor subsidizing Uber et al to transition.
 
GRA said:
WetEV said:
10% of sales will convince GRA? Maybe 4 years, maybe 6 years.


No, 10% without subsidies or mandates, i.e. mainstream consumers choose them because they best meet their needs, not because they were bribed or forced to buy them.

Nothing at all about free dumping by ICEs into people's lungs.

Unless you can pass a carbon tax and a pollution tax, and I'd bet you can't do either before 2030 or so, BEVs (and any other clean technology) are at a disadvantage. You don't consider this at all. So no amount of BEV sales will convince you. None.
 
WetEV said:
GRA said:
WetEV said:
10% of sales will convince GRA? Maybe 4 years, maybe 6 years.


No, 10% without subsidies or mandates, i.e. mainstream consumers choose them because they best meet their needs, not because they were bribed or forced to buy them.

Nothing at all about free dumping by ICEs into people's lungs.


Right. I guess I didn't write this: "Please don't mis-state my position. I'm not okay with that, as I've made plain. What I've said is that I believe mandates, incentives and higher fuel prices are a more effective way to go."


WetEV said:
Unless you can pass a carbon tax and a pollution tax, and I'd bet you can't do either before 2030 or so, BEVs (and any other clean technology) are at a disadvantage. You don't consider this at all. So no amount of BEV sales will convince you. None.



Ooohkay, have it your way. I've got more important things to do than correct each and every one of your mis-statements of my opinions, when I've clearly stated them.
 
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