| | | | | | | | | | | | | | | | | 2019 U.S. EV SALES| | JAN|...

1		2019 U.S. EV SALES		JAN	FEB	MAR	APR	MAY	JUN	JUL	AUG	SEP	OCT	NOV	DEC	TOTAL
2		Tesla Model 3*		6,500	5,750	10,175	10,050	13,950	21,225	12,550	12,350	19,100				111,650	Tesla Model 3*
3		Toyota Prius Prime*		1,123	1,205	1,820	1,399	1,914	1,144	2,950	2,500	1,650				15,705	Toyota Prius Prime*
4		Tesla Model X*		775	900	2,175	1,050	1,375	2,725	1,225	1,825	1,675				13,725	Tesla Model X*
5		Chevrolet Bolt EV*		925	1,225	2,166	910	1,396	1,659	985	1,720	2,125				13,111	Chevrolet Bolt EV*
6		Tesla Model S*		725	625	2,275	825	1,025	1,750	975	1,050	1,100				10,350	Tesla Model S*
7		Nissan LEAF		717	654	1,314	951	1,216	1,156	938	1,117	1,048				9,111	Nissan LEAF
8		Honda Clarity PHEV*		1,192	1,213	1,311	981	816	1,030	800	840	400				8,583	Honda Clarity PHEV*
9		BMW 530e*		376	414	436	416	727	908	444	606	310				4,637	BMW 530e*
10		Chevrolet Volt*		675	615	1,230	405	408	333	250	274	350				4,540	Chevrolet Volt*
11		Ford Fusion Energi*		557	573	611	585	605	675	720	620	700				5,646	Ford Fusion Energi*
12		Chrysler Pacifica Hybrid*		436	589	383	347	390	391	385	395	415				3,731	Chrysler Pacifica Hybrid*
13		Volkswagen e-Golf		164	118	581	400	264	366	460	689	554				3,596	Volkswagen e-Golf
14		Audi e-tron					253	856	726	678	593	434				3,540	Audi e-tron
15		BMW i3 (BEV + REx)		255	350	359	331	439	473	304	385	467				3,363	BMW i3 (BEV + REx)
16		Kia Niro PHEV*		279	505	230	245	329	351	325	300	375				2,939	Kia Niro PHEV*
17		Mitsubishi Outlander PHEV		133	157	341	163	232	222	213	277	176				1,914	Mitsubishi Outlander PHEV
18		Jaguar I-Pace		210	186	212	237	228	236	213	160	160				1,842	Jaguar I-Pace
19		Mercedes GLC 350e*		74	72	175	220	264	270	265	230	180				1,750	Mercedes GLC 350e*
20		Mercedes C350e*		140	145	135	173	215	235	230	190	130				1,593	Mercedes C350e*
21		Porsche Panamera E-Hybrid*		150	160	195	155	170	195	165	165	175				1,530	Porsche Panamera E-Hybrid*
22		Mercedes GLE 550e*		92	95	110	150	185	180	170	105	65				1,152	Mercedes GLE 550e*
23		BMW i8		23	47	91	87	145	280	101	90	68				932	BMW i8
24		Volvo XC90 T8 PHEV*		95	105	155	100	120	170	110	125	175				1,155	Volvo XC90 T8 PHEV*
25		Volvo XC60 PHEV*		90	100	125	85	95	175	140	105	180				1,095	Volvo XC60 PHEV*
26		BMW 330e*		216	185	175	53	27	25	16	5	2				704	BMW 330e*
27		smart ED		83	58	90	85	106	74	56	74	54				680	smart ED
28		Porsche Cayenne S-E*		65	95	115	70	105	75	95	100	105				825	Porsche Cayenne S-E*
29		Honda Clarity BEV*		78	68	92	88	82	52	47	65	35				607	Honda Clarity BEV*
30		Hyundai IONIQ PHEV*		73	54	94	63	63	152	105	125	135				864	Hyundai IONIQ PHEV
31		Hyundai Kona Electric*			16	127	77	91	116	150	130	190				897	Hyundai Kona Electric*
32		Mini Countryman SE PHEV*		50	63	45	37	85	44	40	50	30				444	Mini Countryman SE PHEV*
33		Audi A3 Sportback e-tron*		175	210	45	7									437	Audi A3 Sportback e-tron*
34		Fiat 500e*		72	87	33	20	60	25	40	45	40				422	Fiat 500e*
35		Subaru Crosstrek Hybrid*			27	52	47	65	70	115	90	120				586	Subaru Crosstrek Hybrid*
36		Volvo S90 T8 PHEV*		35	45	55	35	50	40	45	55	60				420	Volvo S90 T8 PHEV*
37		Kia Niro EV*					40	119	49	80	55	90				433	Kia Niro EV*
38		Hyundai IONIQ EV*		34	32	28	9	61	62	55	40	70				391	Hyundai IONIQ EV*
39		Mercedes S550e*		8	10	22	35	51	60	50	24	16				276	Mercedes S550e*
40		Hyundai Sonata PHEV*		4	71	7	46	40	30	35	40	45				318	Hyundai Sonata PHEV*
41		BMWX5 xDrive 40e*		71	38	26	9	4	8	4	2	1				163	BMWX5 xDrive 40e*
42		Kia Optima PHEV		30	11	8	5		51	35	35	50				225	Kia Optima PHEV
43		BMW 740e*		6	14	15	8	12	6	2	8	5				76	BMW 740e*
44		Cadillac CT6 PHEV*		8	1	3	2		2	2	2	3				23	Cadillac CT6 PHEV*
45		Mercedes B250e*		1	2		1		2	1	1					8	Mercedes B250e*
46		Kia Soul EV*			1	2		1		1	8	65				78	Kia Soul EV*
47		2019 U.S. Sales Totals*		16,715	16,891	27,639	21,255	28,386	37,818	26,570	27,665	33,128				236,067	2019 U.S. Sales Totals*
48		2018 U.S. Sales Totals*		12,009	16,845	26,443	19,623	24,307	25,029	29,598	36,347	44,544	34,074	42,588	49,900	361,307	2018 U.S. Sales Totals*
49		2019 Worldwide Sales*		159,468	111,541	224,335	166,200	179,270	264,591	148,144	157,696					1,411,245	2019 Worldwide Sales*
50		2018 Worldwide Sales*		82,000	81,000	141,000	128,450	159,346	160,894	144,975	175,362	206,500	214,800	237,553	286,367	2,018,247	2018 Worldwide Sales*

Interesting article;

I found inside EV to be the best source of information and whilst the numbers are lower in terms of growth. These seems to indicate a few things. US sales are generally growing MoM as well as YOY - So the slowdown in china is more china specific not global. (Yes admittedly china form a large part of global sales so acknowledge a slowdown there will impact sales globally.)

Second thing is Tesla sales are growing MoM. Now if my information is correct Tesla was never gifted any of the government subsidies. So whilst i expect china automakers to suffer Tesla will actually accelerate it's market dominance. I expect that as more EV manufacturers fail the basic economies of scale should start to take effect and the few surviving ones should be able to scoop the market share and therefore improve their products and inevitably produce the cars at more and more cost effective prices.

If for example there were 100 phone manufacturers apple and samsung for example would not have been able to release the technology in the phone at the price they do. If you read the early workings of Steve jobs with the MAC he employed the same strategy went from 40 or so models to 1.

Regardless, this rambling is suggesting that one would need to look at global EV sales and not view the recent months in china in isolation. Yes it suggest a slight slow-down and I imagine that's fueled partially because of the government subsidies retreating and also the US/China trade tensions. However, i expect European and US figures to grow handsomely, i wouldn't expect china to sit idly whilst American manufacturers start pushing out all their local EV manufacturers.

But good share stakx nevertheless - people need to stay on top of macro sentiment. If one is targeting market entry for 2022 EV sales projected then are important - i expect EV sales will bounce fairly hard in the coming months.