Data Center Service News
Up next: The the final January BEV, PHEV and FCEV sales
25 February: The Excel file with with pivot tables and charts for the preliminary January BEV, PHEV and FCEV sales is available for download. Global January growth year-on-year was just +10 % due to several distortions and events. The Chinese new year vacation period was in January this year; last year's January was a full month of sales and the vacation was in February. China NEV sales were down -10 % y/y in January. Europe EV sales crashed in several markets where EV incentives were reduced for 2023. November and December had seen extraordinary EV registrations in these countries, among them Germany, Norway and Sweden. Europe's January EV sales were up +4 % y/y. EV sales in the US were up by +120 % y/y as deliveries were pushed from Q4 into 2023 to receive new EV incentives tied to the Inflation Reduction Act.
24 February: The weekly volume update with the fourth round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool. The global total stands at 675 400 units, incl. 140 FCEVs.
There are some impressive growth rates in South/Southeast Asia. India 256% y/y, Thailand 353% y/y and Indonesia 547% y/y albeit all those countries have a low base.
17 February: The weekly volume update with the third round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have the preliminary numbers for 40 countries, such as China, Canada and Japan.
The China numbers are missing imports, LCV’s and the usual late reported models. At this point the tally stands at 335 691 units for China but will increase by the end of the month. January sales were hold back due to the delivery wave in December and The Chinese new year. Note that the Chinese new year in 2022 were in February.
Japan on the other hand, scored a new all-time high of almost 12000 units (104% y/y)
15 February: The one-pager summary for Early Volumes in January and the 2023 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by only 6% over January 2022, for a BEV+PHEV share of 16,4 % in the total light vehicle markets of these countries. The January results are not representative for the sales trend as they were distorted by a number of factors: The China Spring Festival (New Year holidays) was in January this year and in February last year. The considerable sales dip during this event compares to a full sales month in 2022 and resulted in a -39 % y/y decline for car sales and -7 % y/y for EV sales. Europe-10 EV sales were up by 55 % y/y in December as buyers in Germany, Belgium, Norway and Sweden rushed into EVs to avoid incentive cuts in 2023. The payback came in January and can last for another month. USA's EV sales increased by +119 % in January, with many registrations postponed from Nov/Dec to 2023 when the IRA (Inflation Reduction Act) provides new EV grants. Our global forecast for EV sales is 14,3 million units, 77 % of them BEVs.
15 February: We uploaded the second round of preliminary results for January on the 10th of January to the Data Center.
In this version we have added the preliminary numbers for 8 countries, such as USA, Belgium and Germany. The preliminary plugin sales for USA is 106 000 units, 85% of them were fully electric, the sales results for January is a increase of 119% y/y.
3 February: The Battery Installation Tracker for the global December and full year 2022 results is available for download. A total of 66,3 GWh of battery capacity were installed in December BEV, PHEV and FCEV sales. This is 49 % more than in December 2021 and exceeds the 39 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,4 kWh and by 2,3 kWh in PHEVs compared to December 2021. For 2022, global battery installations into light vehicles reached 505 GWh total capacity. The accumulated capacity since 2008 stands at 1,2 TWh now and over 75 % of all traction batteries since 2008 were installed during the last 3 years.. CATL continues to lead with 21,1 GWh delivered in December, LG is #2 with 14 GWh installed, followed by BYD on #3 with 9,6 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries with 69,8 GWh installed in 2022. CATL is #2 with 46,6 GWh installed. CATL and BYD stood for 85 % of all LFP volume in terms of GWh. Globally, LFP batteries stood for 27 % of all battery capacity into light vehicles during 2022, up from 17 % in 2021. In terms of pack units, the LFP share is even higher with 34 % of all EVs sold during 2022 using LFP batteries.
2 February: The weekly volume update with the first round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have added the preliminary numbers for Sweden and Switzerland. Sweden had 4365 BEV and 3424 PHEV registrations. It’s a decrease of 27% y/y mainly because of the big delivery wave in December due to that Sweden removed all subsidies on PEV’s by 1 Jan 2023.
The total Passenger car market was weak in January (14 601 units) you must go all the way back to 2009 to find these low numbers. Switzerland had 4430 PEV registrations, An increase of 17% y/y. 3038 BEV’s and 1387 PHEV’s. Switzerland total passenger car market were up 3,4% y/y in January.
1 February: The xEV Country Share Tracker with global December and 2022 results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 18,2 % of December light vehicle sales in these 55 markets, which was 4,3 %-pts higher than a year ago. BEVs reached 13 %, PHEVs 5,1 %. Strong Hybrids and Mild Hybrids reached 10,4 % compared to 9,7 % in December 2021. China NEV sales increased by +30 % y/y in December. China retail registrations for light vehicles (Cars, SUVs, MPVs, LCVs, incl. imports, excl. exports) increased by +8 % to 2,75 million, reversing the trend of previous months and coming in 300k higher than in the previous CPCA announcement. We relate this to pre-registration in December, ahead of ending purchase tax exemptions for ICEs and the end of the NEV subsidy, after 2022. Several markets in Europe will reduce (DE, NO, BE) or even end (Sweden) EV grants for 2023, which has lead to a run on EVs in November and December. The EV share in Europe was as high as 34,3 % in December and 20,8 % for the year. January is likely to see a setback for these reasons. The opposite happens in USA where some sales were delayed to 2023 when more EV grants become available from the IRA (Inflation Reduction Act). The EV share still reached a record 9,4 % in December and 7,2 % for the year. Please note that outside the 55 countries in this tracking tool, there is a large number of auto-markets in developing countries with very low or no EV sales. Therefore, the "all-55-countries" EV share in this dataset (14,6 %) differs from the real global share which was 13 % in 2022.
The OEM xEV Share Tracker with the December results
28 January: The Excel file with with pivot tables and charts for the final December and 2022 BEV, PHEV and FCEV sales
27 January: The weekly volume update with the final round of results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool.
The global total for 2022 global stands at 10,5 million units BEVs & PHEVs. An impressive growth of 55,4 % in a difficult vehicle market as a whole. BEV sales increased by 59 % to 7,65 million units, PHEVs by 46 % to 2,86 million units.
The global EV share in light vehicle sales is 13 % for 2022. Fuel cell vehicle posted 15400 registrations in 2022, same level as 2021.
The Best selling EVs 2022
Tesla Model Y, 767 000 units
Tesla Model 3, 476 000 units
Wuling HongGuang Mini BEV, 424 000 units
China
The China Plugin totals came in at 6,175 million units it’s an increase of 30% y/y for 2023 we expect another 30% y/y increase, this is at the same level as CPCA and other sources are reporting. But with a slightly bigger mix of PHEV's due to the popular EREV models in China.
Northern America (USA & Canada)
In North America sales were up 48% to 1,108 million units BEV & PHEV. 90% of the sales occurred in USA with 80% BEV in the North American mix.
The IRA (Inflation Reduction Act) will stimulate EV growth for 2023 in USA and the EV portfolios are strengthen with new models in the Full-size SUV and Pick-up segments. Even if some parts of the IRA requirements are unclear, we believe the growth will be impressive in 2023.
Europe (Western & Central)
PEV-sales were 2,68 million units in 2022, an 15% increase y/y with a mix of 61,7% BEV's. Germany is the largest EV market in Europe and had an increase of over 110% y/y in December ahead of grant reductions in January 2023. Year-on-year growth in Germany was 22 % for the year. The bestselling EV model in Europe (and Germany) is Tesla Model Y. For 2023 we expect Europe EV sales to increase by roughly 25 % y/y and more BEVs in the mix. Some countries are reducing or even removing the subsidies on the PHEV's.
Rest of World
During 2022 the volumes has grown fast in several markets (Israel, Australia, New Zeeland, South Korea e.g.) albeit from a low base. The reasons are better availability of products, EV incentives introduced and lowered import tariffs for EVs in some countries. We expect growth to continue in 2023.
Note: We have created a filter option “Car-A00” in the LCV-Details field, for an easier analysis with or without Chinese mini-cars such as Wuling HongGuang Mini BEV.
25 January: An updated Future Vehicle Rollout calendar is available for download in the Data Center. It consists of over 450 models across more than 45 OEM's. Since the previous version we have added another 35 models, which is less than the one before (51 models) this could indicate that most OEM EV plans are being more solid and are moving away from the drawing board and into a phase of execute.
24 January: The Excel file with with pivot tables and charts for the preliminary December and 2022 BEV, PHEV and FCEV sales is available for download in the Data Center. The global total for December stands at 1,3 million units (incl. FCEVs), a new all-time-high. December NEV sales in China (693 000 units incl. LCVs) were 450k lower than the YTD seasonality would suggest and 200k lower than we expected. The unchecked spread of Covid in December took its toll. The global total for 2022 global stands at 10,5 million units BEVs & PHEVs, which is 200k tower than expected in November. Still an impressive result of 56 % growth in a very adverse environment. BEV sales increased by 59 % to 7,65 million units, PHEVs by 46 % to 2,86 million units. The global EV share in light vehicle sales is 13 % for 2022. Fuel cell vehicle posted a mere 15400 registrations in 2022, unchanged from 2021.
23 January: The weekly volume update with the third round of preliminary results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary global totals with only minor markets missing (roughly 98 % of the volume) When the last 2% are reported we will surpass 1,3 million BEV & PHEV globally for December 2022 with a mix of 71% BEV.
13 January: The one-pager summary for Early Volumes in December and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +39% over December 2021, for a BEV+PHEV share of 24,4 % in the total light vehicle markets of these countries. The volume for the top-15 stands at 1,2 million units BEV & PHEV passenger cars indicating a new all-time-high for EV deliveries. The forecast for the 2022 totals incl. LCVs stands at 10,5 million units, thereof 7,7 million BEVs. The global share is 17 % and 12,5 % respectively. Compared to our November forecast, ca 200k EV units were lost in China due to massive Corona outbreaks in December. Europe-10 volumes for total car markets improved by 17,4 % year-on year which was only 4 % below the 2015-2019 average for December. Europe-10 EV sales were up by 55 % y/y in December as buyers in Germany, Belgium, Norway and Sweden rushed into EVs to avoid incentive cuts in 2023. USA's EV sales increased by approximately 42 % in December, with many registrations postponed to 2023 when the IRA (Inflation Reduction Act) provides new EV grants.
13 January: The weekly volume update with the second round of preliminary results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool.In this version we have the preliminary results for 28 countries, already surpassed 1 million units with some major markets missing like U.K, France, Austria and Canada.
The numbers in China will increase when LCV’s and late reported models are added.
6 January: The weekly volume update with the first round of results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 18 countries, such as Germany, Sweden and Belgium.
Belgium had an increase of 87 % year-over-year in December and 41% increase for the full year 2022.
5 January: The Battery Installation Tracker for the global November results is available for download. A total of 55 GWh of battery capacity were installed in November BEV, PHEV and FCEV sales. This is 62 % more than in November 2021 and exceeds the 45 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,7 kWh and by 2,5 kWh in PHEVs compared to November 2021. CATL continues to lead with 16,5 GWh delivered in November, LG is #2 again with 10,5 GWh installed, followed by BYD on #3 with 9,5 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 60,5 GWh installed year-to date. CATL is #2 with 40,3 GWh installed. Globally, LFP batteries stood for 29,9 % of all battery capacity into light vehicles during November and for 27,3 % year-to-date. This compares to 17 % LFP share in 2021. For all traction battery types, the accumulated battery capacity installed in light vehicles passed the 1 TWh milestone in September. Over 75 % of all traction batteries since 2008 were installed during the last 3 years.
2 January: The xEV Country Share Tracker with global November results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 18,2 % of November light vehicle sales in these 55 markets, which was 5,4 %-pts higher than a year ago. BEVs reached 13,2 %, PHEVs 5 %. Strong Hybrids and Mild Hybrids reached 12,2 % compared to 10,8 % in November 2021. China NEV sales increased by +49 % y/y in a weak overall auto market; November retail sales were -10 % lower than last year. The decline of ICE-only vehicles was -29 % y-o-y in China.
2 January 2023: An updated OEM xEV Share tracker with the November results are now available in the Data Center
1 January 2023: A Happy New Year! The Excel file with with pivot tables and charts for final November BEV, PHEV and FCEV sales is available in the Data Center.
30 December: The weekly volume update with the final results for November 2022 is now available on the EV-volumes Data Center and in the data search tool. The global BEV & PHEV total came in at, 1 099 910 units. A new All-Time-High record beating the previous record of 1 087 638 from September 2022 and are setting the pace for the end-of-year delivery push for December.
Global total Light vehicle sales were 7 030 800 units, giving a PEV-share of 15,6 %.
The EV-Volumes team wishes you happy holidays.
24 December: The Excel file with with pivot tables and charts for the preliminary November BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 1091 700 units (incl. 1589 units FCEVs), a new all-time-high for a single month. MERRY CHRISTMAS TO ALL OF YOU!
23 December: The weekly volume update with the third round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 56 countries, 1 091 250 units BEV & PHEV. As mentioned last week, we suspected that The November total will most likely beat the previous All-Time-High record of 1 089 444 BEV & PHEV from September 2022. It is now a reality. Merry Christmas
19 December: An updated version of the Vehicle specification database are now available at the Data Center. It has specifications and prices for more than 500 vehicles.
16 December: The weekly volume update with the third round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 42 countries, 978 071 units BEV & PHEV. The November total will most likely beat the previous All-Time-High record of 1 089 444 BEV & PHEV from September 2022, with some big markets in Europe and some small markets in Africa, South America and Asia still to be reported.
13 December: The one-pager summary for Early Volumes in November and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +47 % over November 2021, for a BEV+PHEV share of 24,2 % in the total light vehicle markets of these countries. The global share of BEVs reached nearly 18 %. The volume for the top-15 stands at 1 010 100 units, indicating a new all-time-high for EV deliveries. Our global sales forecast for 2022 increased slightly to 10,7 million units BEV and PHEV (was 10,6 mn). Europe results for total car markets improved by 20 % year-on year, but are still over 15 % lower than the 2015 to 2019 average November. Europe-10 EV sales were up by 29 % y/y in November as buyers in Germany, Belgium and Sweden rush into EVs to avoid incentive cuts in 2023. China total Passenger Vehicle retail sales declined by -9 % y/y as Covid restrictions and the real estate crisis weigh heavy on consumer confidence. NEVs increased by ca +53 %; their share in Passenger Vehicle retails reached 39,3 % in November and 29 % year-to-date.
9 December: The weekly volume update with the second round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 19 countries, such as Germany, Canada and Australia. In The recent months EV- growth in Australia has increased alot (186% Y-o-Y in November) mainly because of the introduction of new models such as BYD Yuan Plus / Atto-3 BEV, Tesla Model Y and MG EZs BEV.
3 December: The Battery Installation Tracker for the global October results is available for download. A total of 47 GWh of battery capacity were installed in October BEV, PHEV and FCEV sales. This is 73,5 % more than in October 2021 and exceeds the 56 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 5,8 kWh and by 2,6 kWh in PHEVs compared to October 2021. CATL continues to lead with 13 GWh delivered in October, BYD is #2 again with 8,6 GWh installed, followed by LG on #3 with 6,9 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 51,2 GWh installed year-to date. CATL is #2 with 36,4 GWh installed. Globally, LFP batteries stood for 29,8 % of all battery capacity into light vehicles during October and for 27,3 % year-to-date. This compares to 17,4 % LFP share in 2021. For all traction battery types, the accumulated battery capacity installed in light vehicles passed the 1 TWh milestone in September.
2 December: The weekly volume update with the first round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have collected the numbers for the first 3 countries, Sweden, Switzerland and Belgium. Belgium had an increase of 105% year-over-year in November. This is probably the effect of subsidy reductions of PHEVs in Belgium by the end of the year.
1 December: The xEV Country Share Tracker with global October results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 16,5 % of October light vehicle sales in these 55 markets, which was 5,5 %-pts higher than a year ago. BEVs reached 11,8 %, PHEVs 4,7 %. Strong Hybrids and Mild Hybrids reached 11,9 % compared to 10,6 % in October 2021. While China NEV sales increased by +75 % y/y, the recovery of the total China auto market has stalled; October sales were -4 % lower than last year.
You will notice changes in the the market volumes for passenger cars in China. Instead of wholesales, widely communicated by official media, we are now showing retail sales which are harder to obtain for longer time series. Wholesales include exports and change in dealer inventory. In previous years the difference of wholesales to retail sales was not very significant, but with fast growing exports and inventories this year, we need to display retail sales for better accuracy of the domestic demand trend. The complete China time-series is now calculated on a retail sales basis, like in other countries. This has no impact on BEV, PHEV and Hybrid volumes as these were retail sales before. It means, however, that their shares in China light vehicle sales are somewhat higher than previously shown.
1 Dec: The OEM xEV Share Tracker with October results is available for download.
30 Nov: An updated version of the Charging station count has been uploaded to the Datacenter. The counting has been ongoing during October2022. We are close to 1,5 million charging stations globally.
26 November: The Excel file with with pivot tables and charts for the final October BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 982 900 units (incl. FCEVs) , the second highest monthly result ever and the best off-peak month, by far. For November and December we expect BEV + PHEV sales to exceed 1 million per month. As expected, October sales in China (609 500 units) were 100k lower than the YTD seasonality would suggest. The real estate crunch and the zero-Covid policy weigh heavy on consumer sentiment and economic activity. We expect China's NEV sales to stay below trend in November and December. The forecast for the 2022 global total is unchanged at 10,6 million units BEVs & PHEVs.
25 November: The weekly volume update with the final round of results for October 2022 is now available on the EV-volumes Data Center and in the data search tool.
BEV & PHEV sales were up 57 % year-over-year globally, 981 461 units. Global total light vehicle sales were 7 120 790 units giving a plugin share of 13,8 %
The global top selling models in October:
#1 BYD Song Pro/Plus PHEV 50 797
#2 Tesla Model Y 46 446
#3 Wuling HongGuang Mini BEV 41 255
#4 Tesla Model 3 28 686
#5 BYD Yuan Plus / Atto 3 BEV 27 448
18 November: The weekly volume update with the third round of preliminary results for October 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 46 countries. Growth rates in some Asian countries has started to develop. Thailand has an increase of 205% y-o-y, India 219%, Taiwan 212%
An updated version of the Future vehicle rollout calendar is now available on the EV-volumes Data Center. It consists of more than 450 models spread over 40+ OEM's that are expected to launch from 2022 to 2027.
14 November: We have issued an update to the Early EV Market overview. We have obtained new information for the 2 EV Kei-Cars in Japan which had 2000 units lower sales than reported. Still, Nissan reported that demand is overwhelming supply and 0rder intake has been suspended to avoid longer waiting times for deliveries.
11 November: The weekly volume update with the second round of preliminary results for October 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 28 countries. While the growth rates in many European countries are slowing, China continues to have strong growth (63% y-o-y)
9 November: The one-pager summary for Early Volumes in October and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +54 % over October 2021, for an EV share of 18,2 % in the total light vehicle markets of these countries. The volume for the top-15 stands at 874 400 units, lower than in September for seasonality and Tesla logistics reasons. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets have started to improve year-on year, but are still over 20 % lower than the 2015 to 2019 average October. Europe EV sales are growing again, following weak results from April to July. China auto sales recovered for another month, but October y/y increase of ca +11 % is lower than the +30 % in Q3. NEVs increased by ca +70 % and their passenger car share reached 24,3 % in October and 23,2 % year-to-date. US sales of BEVs and PHEVs climbed +71 % year-on-year for a EV share of 7,9 % in light vehicle sales which improved by +11 % y/y.
4 November: The weekly volume update with the first round of preliminary results for October 2022 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have added the preliminary results for 9 countries such as USA, Sweden and Belgium. USA has an increase of 71% y-o-y.
We have also structured the BYD vehicles into “brand lines” or sub-brands to create a better overview of all the vehicles from BYD also to align with our product: Forecast by model and region.
4 November: The Battery Installation Tracker for the global September results is available for download. A total of 53,8 GWh of battery capacity were installed in September BEV, PHEV and FCEV sales. This is 60 % more than in September 2021 and exceeds the 52 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 2,3 kWh and by 3,1 kWh in PHEVs compared to September 2021. CATL continues to lead with 16,1 GWh delivered in September, LG is #2 again with 10,5 GWh installed, thanks to increased deliveries to the Tesla Berlin plant. BYD on #3 with 7,6 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 42,7 GWh installed year-to date. CATL is #2 with 32,9 GWh installed. Globally, LFP batteries stood for 29,3 % of all battery capacity into light vehicles during September and for 27 % year-to-date. This compares to 17,4 % LFP share in 2021.
1 November: The xEV Country Share Tracker with global September results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 15,7 % of September light vehicle sales in these 55 markets, which was 3,5 %-pts higher than a year ago. BEVs reached 11,8 %. Strong Hybrids and Mild Hybrids reached 11 % compared to 11,2 % in September 2021. While China total auto sales increased by 26 % in September y/y, outside China, total auto sales increased by +14 % combined. However, the recovery is uneven and compares to a weak September of 2021. The war in Ukraine weights heavy on the European economies. Global BEV sales increased by +52 %, PHEVs by +53 %, FHEVs (Full Hybrids) by +20 % and MHEVs (Mild Hybrids) by +12 %. Global sales of ICE-only vehicles increased by +13 % in September y/y, with higher sales in all regions except Europe.
31 October: The Excel file with charts and pivot tables and the xEV OEM Share Tracker is now available for download.
28 October:
The weekly volume update with the final round of results for September 2022 is now available on the EV-volumes Data Center and in the data search tool.
September is an All-Time-High month surpassing 1 million BEV & PHEV units, 1 087 900 units 75% of the sales were BEV.
Europe EV sales increased by + 10 % year-over-year while China had another strong month with +78 % growth year-over-year. In North American EV sales increased by 33 % year-over-year.
The global total light vehicle sales were 7 347 650 units giving a plugin share of 14,8 %
Global top selling models in September:
#1 Tesla Model Y 113 307
#2 Tesla Model 3 68 710
#3 BYD Song Pro/Plus PHEV 40 008
24 October: We have uploaded an Excel file with pivot tables and charts for the preliminary global totals for September. Several smaller volume countries are still missing and will be available in a week from now. The global tally stands at 1081 660 units now and could increase by another 2500 units BEV and PHEV when all volumes are collected. September is a new all-time-high for EV sales and first month with sales over 1 million units. Europe EV sales increased by + 10 % y/y while NEV sales in China had another strong month with +78 % growth y/y. North American EV sales were up 33 % y/y. The global total grew by +52 % in September, in line with our expectations. Year-to-date the, growth stands at +60 %. BEVs stood for 75 % in the BEV-PHEV mix, unchanged from September last year.
21 October: The weekly volume update with the third round of preliminary results for September 2022 is now available on the EV-volumes Data Center and in the data search tool. September is already an All-Time-High month surpassing 1 million (!) BEV & PHEV units, 1 081 000 units and counting. The preliminary results for Japan this month are an increase of 201% year-over-year, 12 809 units BEV & PHEV. This is mostly driven to the recent launch of the electric kei-cars, Nissan Sakura BEV and Mitsubishi eK-X BEV.
14 October: The weekly volume update with the second round of preliminary results for September 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 33 countries, e.g USA, Canada, China and most countries in western Europe.
September BEV & PHEV results for China (without LCV’s and late reported vehicles counted) is 599 406 units, its an increase of 68 % year-over-year.
Top selling models in China September 2022:
#1 Tesla Model Y: 46 694
#2 BYD Song Pro/Plus PHEV: 39 983
#3 Wuling HongGuang Mini BEV: 37 416
#4 Tesla Model 3: 30 919
#5 BYD Dolphin (EA1) BEV : 24 855
13 October: The one-pager summary for Early Volumes in September and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +51 % over September 2021, for an EV share of 20,5 % in the total light vehicle markets of these countries. The volume for the top-15 stands at 983 000 units already. Global September EV sales will reach a new all-time-high and exceed 1 million for the first time in a single month. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets have started to improve year-on year, but are still over 20 % lower than the 2015 to 2019 average September. Europe EV sales have started to grow again, following the dip since March. China auto sales recovered exceptionally for another month with the help of Government stimuli. Total car sales in China were up over 20 % y/y and NEVs increased by nearly +80 %. Their market share reached 28,7 % in August and 23,3 % year-to-date. US sales of BEVs and PHEVs climbed +36 % year-on-year for a EV share of 8,2 % in light vehicle sales.
8 October: The weekly volume update with the first round of preliminary results for September 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the first 10 ten countries reported. Such as Sweden, Norway, USA and Netherlands.
6 October: The Battery Installation Tracker for the global August results is available for download. A total of 43,2 GWh of battery capacity were installed in August BEV, PHEV and FCEV sales. This is 80 % more than in August 2021 and exceeds the 62 % y/y unit sales increase. The reason is a 3 % volume mix increase towards BEVs and an increase in the average battery size per vehicle by 4,7 kWh compared to August 2021. CATL continues to lead with 13,1 GWh delivered in August, BYD on #2 with 6,5 GWh installed. LG is #3 with 6,0 GWh installed. The iron-based LFP type is the fastest growing battery type. BYD is the leader for LFP batteries this year with 35,9 GWh installed year-to date. CATL is #2 with 26,6 GWh installed. Globally, LFP batteries stood for 29,1 % of all battery capacity into light vehicles during August and for 26,7 % year-to-date. This compares to 17,4 % LFP share in 2021.
03 October: The xEV Country Share Tracker with global August results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 14,4 % of August light vehicle sales in these 55 markets, which was 4,3 %-pts higher than a year ago. Strong Hybrids and Mild Hybrids reached 9,8 % compared to 10,4 % in August 2021. While China total auto sales increased by 32 % in August y/y, outside China, total auto sales increased by +3 % combined. However, the recovery is uneven and compares to a weak August of 2021. Global BEV sales increased by +67 %, PHEVs by +46 %, FHEVs (Full Hybrids) by +9 % and MHEVs (Mild Hybrids) by +3 %. Global sales of ICE-only vehicles increased by +8 % in August y/y driven by the strong result for overall car sales in China.
03 October: OEM xEV Share tracker with August results is available for download.
01 October: The Excel file with with pivot tables and charts for the final August BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 891 850 units (+62 % y/y), the third highest monthly result ever and the best off-peak month, so far. For September we expect BEV + PHEV sales to exceed 1 million for the first time in a single month.
29 September: The weekly volume update with the final results for August is now available on the EV-volumes Data Center and in the data tool. This version includes the global totals for BEV, PHEV and FCEV sales. In August the sales of BEV & PHEV were 891 850 units while the global Light vehicle were 6 895 000 units, gives a share of 12,9%.
Top selling models in August:
#1 Tesla Model Y 64 780
#2 BYD Song Pro/Plus PHEV 36 823
#3 Wuling HongGuang Mini BEV 33 877
23 September: We have uploaded an Excel file with pivot tables and charts for the preliminary global totals for August. Several smaller volume countries are still missing and will be available in a week from now. The global tally stands at 890 350 units now and could increase by another 3000 units BEV and PHEV when all volumes are collected. Europe EV sales increased by only + 3 % y/y while NEV sales in China had another strong month with +91 % growth y/y. North American EV sales were up 49 % y/y. The global total grew by +61 % in August, year-to-date the growth is +62 %. BEVs stood for 74,7 % in the BEV-PHEV mix, 2,5 % more than in August last year.
22 September: The weekly volume update with the third round of preliminary results for August 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we are covering approximately 95% of the total sales for August. Only minor markets and LCvs in China are missing.
21 September: We have corrected an error in the XEV Country Share Tracker where the total XEV Share was not including HEVs, due to the field name change to FHEV. We apologize for any additional work this has caused at your and send big thanks to those who spotted this!
19 September: The weekly volume update with the second round of preliminary results for August 2022 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have the preliminary results for another 25 countries (41 in total for the month) This month China had an increase of 88 % year-over-year. Plugin sales in China (BEV & PHEV) was 24,8% of total light vehicle sales, the bestselling models was:
#1 BYD Song Pro/Plus PHEV
#2 Wuling HongGuang Mini BEV
#3 Tesla Model Y
13 September: The one-pager summary for Early Volumes in August and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +62 % over August 2021, for an EV share of 18,7 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets and EV sales have started to improve year-on year, but are still over 20 % lower than the 2015 to 2019 average August. China auto sales recovered exceptionally for another month with the help of Government stimuli. Total car sales in China were up nearly +30 % y/y and NEVs increased by +95 %. Their market share reached 26,7 % in July and 22,7 % year-to-date. US sales of BEVs and PHEVs climbed +50 % year-on-year for a EV share of 7,1 % in light vehicle sales.
9 September: The weekly volume update with the first round of preliminary results for August 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 16 countries such as USA and Canada. USA had an increase of 50 % year-over-year. Plugin sales in USA was 7,1% of total light vehicle sales in August, the bestselling model in the USA was Tesla Model Y followed by Tesla Model 3 and Chevrolet Bolt EUV BEV.
5 September: The Battery Installation Tracker for the global July results is available for download. A total of 38,8 GWh of battery capacity were installed in July BEV, PHEV and FCEV sales. This is 84 % more than in July 2021 and exceeds the 62 % y/y unit sales increase. The reason is a 3 % volume mix increase towards BEVs and an increase in the average battery size per vehicle by 4 kWh compared to July 2021. CATL continues to lead with 11,3 GWh delivered in July, BYD now on #2 with 6,2 GWh installed. LG is #3 with 5,1 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 29,6 GWh installed year-to date. CATL is #2 with 22,4 GWh installed. Globally, LFP batteries stood for 27,5 % of all battery installations into light vehicles during July and for 26,3 % year-to-date.
2 September: The OEM xEV Share Tracker with July results is available for download. It covers the xEV shares of OEM's in Europe, USA, Canada, China, South Korea and Japan
1 September: The xEV Country Share Tracker with global July results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 12,9 % of July light vehicle sales in these 55 markets, which was 4,6 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,2 % compared to 10,7 % in July 2021. While China total auto sales increased by 31 % in July y/y, the other regions lost -8 % combined in the 55 markets we are tracking. Global BEV sales increased by +75 %, PHEVs by +36 %, FHEVs (Full Hybrids) by +11 % and MHEVs (Mild Hybrids) declined by -1 %. Global sales of ICE-only vehicles declined by only -1 % in July y/y driven by the strong result for overall car sales in China.
30 August: The Excel file with final July BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 820 000 units, the third highest monthly result ever and the best off-peak month, so far. Contrary to what I wrote on the 22nd, the result was lower than in the preliminary file: Our sources in China had included exports in the China sales for SAIC brands. This double counting error was removed for July, June and May and caused 1 % to 2 % lower volumes in China in these months. SAIC is China's largest NEV exporter with their MG and Maxus brands and 47 400 export sales this year, including July.
29 August: The weekly volume update with the results for July 2022 is now available on the EV-volumes Data Center and in the DC search tool.
This version includes the global totals for BEV, PHEV and FCEV sales. The global total for July is 821 325 units BEV & PHEV. Year-on-year growth, worldwide, was +62 % for July. The global total light vehicle sales for July is 6 918 128 units. This gives a share of 11,9 % for BEV & PHEV.
22 August: We have uploaded an Excel file with pivot tables and charts for the preliminary global totals for July. Austria and several smaller volume countries are still missing and will be available in ca a week from now. The global tally stands at 822 200 units now and will increase to approximately 833 000 units BEV and PHEV when all volumes are collected. Europe EV sales continue to sag (- 8 %) while NEV sales in China beat even the most optimistic expectations. North American EV sales were up 50 % y-o-y; the global total grew by 65 % including estimates for pending sales reports.
19 August: The weekly volume update with the third round of preliminary results for July 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for approximately 95% of the global BEV & PHEV sales for July 2022. The preliminary BEV & PHEV sales for China in July was 514 506 units (this number are expected to increase when late reported LCV’s are included). The preliminary sales for China is an increase of 107 % year-over-year.
13 August: The one-pager summary for Early Volumes in July and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +69 % over July 2021, for an EV share of 16,7 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets and EV sales continue to disappoint, while China auto sales recovered exceptionally with the help of Government stimuli. Total car sales in China were up over +30 % y/y and NEVs increased by +120 %. Their market share reached 23,9 % in July and 22,4 % year-to-date.
12 August: The weekly volume update with the second round of preliminary results for July 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for 27 countries. While growth rates slows down in many European countries, US and Canada has an increase of 50% and 43% year-over-year.
07 August: The Battery Installation Tracker for the global June results is available for download. A total of 46,5 GWh of battery capacity were installed in June BEV, PHEV and FCEV sales. This is 69 % more than in June 2021 and exceeds the 55 % unit y/y sales increase. The reason is a 5 % volume mix increase towards BEVs and an increase in the average battery size per vehicle. CATL continues to lead with 15,7 GWh delivered, LG on #2 with 7,8 GWh installed. BYD is #3 with 5,7 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 22,1 GWh installed year-to date. CATL is #2 with 15,6 GWh installed. Globally, LFP batteries stood for 26 % of all battery installations into light vehicles during June and for 24,1 % year-to-date.
05 August: The weekly volume update with the first round of preliminary results for July 2022 is now available on the EV-volumes Data Center.In this version we have the preliminary results for 11 countries. Such as USA, Norway and Sweden. The preliminary results for USA is 81 313 units (BEV & PHEV) This is a increase of 50% year over year.
05 August: The xEV Country Share Tracker with global June results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 14,2 % of June light vehicle sales in these 55 markets, which was 4,9 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,4 % compared to 11 % in June 2021. While China total auto sales increased by 30 % in June y/y, the other regions lost -10 % combined in the 55 markets we are tracking. BEV sales increased by +66 %, PHEVs by +29 %, FHEVs (Full Hybrids) by +12 % and MHEVs (Mild Hybrids) declined by -17 %. Sales of ICE-only vehicles declined by only -4 % in June y/y driven by the strong result for overall car sales in China.
01 August: An updated version of the OEM Share Tracker with sales data for June are now available on the Datacenter. The next update is scheduled for first week in October due to summer breaks for some of our sources.
30 July: The Excel file (diagrams and pivot tables) with the final global totals for BEV, PHEV and FCEV sales is available for download. The global total for June was 956 400 units BEV and PHEV (+1480 FCEV), which is a new all-time-high for a single month and +55 % higher than for June 2021. For the first half of the year, 4,3 million Plug-in sales were recorded which is +63 % more than H1 of last year. China stands for 57 % of worldwide BEV and PHEV sales this year, compared to 50 % in 2021. Europe PEV sales grew by only +9 % YTD, compared to the high base of 2021. Moreover, Europe's total vehicle sales are still -30 % below pre-Covid levels. The world market share for Plug-ins was 11,2 % for H1-2022 which compares to 6,3 % for the first half of 2021.
29 July: The weekly volume update with the results for June 2022 is now available for download and in the DC search tool. This version includes the global totals for BEV, PHEV and FCEV sales. June is a record month with 956 400 units BEV & PHEV. The previous All-Time-High was in December 2021 with 942 900 units. Year-on-year growth, worldwide, was +55 % for June. The global total light vehicle sales for June is 7 094 900 units. This give a share of 13,3 % for BEV & PHEV.
24 July: The third round of June PEV sales results is available for download and in the DC search tool.
An Excel file (diagrams and pivot tables) with the preliminary global totals for BEV, PHEV and FCEV sales is available for download. June is much likely a record month with 947 300 units delivered and ca 6000 - 7000 units from smaller markets still missing. The previous ATH was December 2021 with 942 900 units. Year-on-year growth, worldwide, was +54 % for June. While China produced another stellar result for NEVs (+132 %) and the total vehicle market (+24 %), light vehicle sales remained depressed nearly everywhere else. BEV & PHEV sales still increased by +22 % in Northern America an 17 % in Asia-Pacific ex. China. Europe BEV and PHEV sales were off by -9 % y/y (admittedly against a very strong June 2021), while car sales declined by -17 %.
18 July: The second round of June PEV sales results is available for download and in the DC search tool.
15 July: The one-pager summary for Early Volumes in June and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +60 % over June 2021, for an EV share of 18,2 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 decreased slightly from 10,7 to 10,6 million BEV and PHEV. Europe results for total markets and EV sales continue to disappoint, while China auto sales recovered exceptionally from the April lock-down crash. Total car sales in China were up ca +40 % y/y and NEVs increased by 134 %. Their market share reached 24,8 % in June and 22,2 % year-to-date.
8 July: The weekly volume update with the first round of preliminary results for June 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for 9 countries. Such as USA, Germany and Sweden i.e.
An updated version of the vehicle specification database are now available at the Data Center. It has specifications of almost 500 vehicles. Since the previous version we have added about 20 new vehicles.
An updated version of the future vehicle rollout calendar are now available at the Data Center. We have added another 64 vehicles to this version.
5 July: The Battery Installation Tracker for the global May results is available for download. A total of 33,2 GWh of battery capacity were installed in May BEV, PHEV and FCEV sales. This is 67 % more than in May 2021 and exceeds the 55 % unit y/y sales increase. The reason is a 4 % swing towards BEVs and a 1 kWh increase in the average battery size per vehicle. CATL continues to lead with 9,8 GWh delivered and BYD has passed LG for the #2 rank with 4,8 GWh installed. LG batteries stood for 4,6 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 17,7 GWh installed year-to date. CATL is #2 with 9,3 GWh installed. Globally, LFP stood for 19 % of all battery installations into light vehicles during May and for 21,5 % year-to-date.
1 July: We have decided not to publish the first round of sales for June today. Since Sweden is the only country that has reported sales for June 2022. Sweden had 8237 BEV and 6133 PHEV, in total 14370 units. This is a decrease by 19% year over year. But almost 1/3 of all car sales in Sweden were BEV in June. The first round of BEV, PHEV and FCEV sales will be sent out and is available on the Data center by the end of next week.
29 June: The xEV Country Share Tracker with global May results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 12,7 % of May light vehicle sales in these 55 markets, which was 5,5 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 11,3 % compared to 10,3 % in May 2021. While total auto sales were -12 % lower y/y in the 55 markets we are tracking, BEV sales increased by 64 %, PHEVs by 37 %, FHEVs (Full Hybrids) by 6 % and MHEVs (Mild Hybrids) declined by -11 %. Sales of ICE-only vehicles declined by -19 % in May y/y. Growth is all more tied to the degree of electrification.
On a separate note: The March and April versions had an additional category for "Commercial Trucks & Buses" in the Vehicle Category, which impaired the pivot table handling. These stood for "Light Commercial Vehicles" and the field value is changed to "Light Commercial Vehicles" in this May edition, as it should be. We apologize for any confusion this may have caused at your end.
28 June: An updated version of the OEM Share Tracker with sales data for May is now available for download.
27 June: The weekly volume update with the final results for May 2022 is now available on the EV-volumes Data Center. The global tally reached 726 400 units (BEV & PHEV), an increase of 55 % year-over year. Plugin-sales stand for 11,7 % of the global total light vehicle sales in May. Total light vehicle sales were down 10,3% in comparison to May 2021. An Excel file with tables and diagrams, including battery shipments is available among the Data Center files.
23 June: The weekly volume update with the third round of preliminary results for May 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for around 100 countries. Sales of BEV & PHEV’s in China exceeded 400 000 units in May and that’s an increase of 109% year-over-year.
17 June: The weekly volume update with the second round of preliminary results for May 2022 is now available on the EV-volumes Data Center.
In this version we have added the preliminary results for another 7 countries, (31 in total) such as South Korea and Taiwan. South Korea had an increase of 42 % year-over-year while Taiwan had 76% increase year-over-year.
13 June: The one-pager summary for Early Volumes in May and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +57 % over May 2021, for an EV share of 16,3 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 remains unchanged at 10,7 million BEV and PHEV. The next revision, if necessary, comes with the June results. Europe results for total markets and EV sales continue to disappoint, while China auto sales recovered exceptionally from the April lock-down crash. Total car sales in China were down only -1,5 % y/y and NEVs increased by 109 %. Their market share reached 23,7 % in May and 21,4 % year-to-date.
10 June: The weekly volume update with the first round of preliminary results for May 2022 is now available on the EV-volumes Data Center.In this version we have the preliminary results for 24 countries. Most of them in Europe and North America.
06 June: The Battery Shipment Tracker with the results for April is uploaded to the Data Center files.
03 June: The PEV Excel file with the final April sales is available for download. It has pivot tables and diagrams as usual, including a table for battery shipments.
02 June: The xEV Country Share Tracker with global April results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 11,2 % of April light vehicle sales in these 55 markets, which was 5,2 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 12,3 % compared to 9,5 % in April 2021. Total April auto sales were overshadowed by the crash in China amid strict Covid lock-downs in over 40 cities. While total auto sales were -25 % lower y/y in the 55 markets we are tracking, BEV sales increased by 46 %, PHEVs by 22 %, FHEVs (Full Hybrids) by 3 % and MHEVs (Mild Hybrids) declined by -10 %. Sales of ICE-only vehicles declined by -32 % in April y/y. Lock-downs and the war in Ukraine have caused further production losses, notably for the VW Group and Tesla in Shanghai, including their exports to Europe. We expect also the May results to stay weak, both, for total markets and EV growth in Europe.
02 June: The OEM Share tracker with April results is available for download.
01 June: The weekly volume update with the Final round for April 2022 is now available on the EV-volumes Data Center. The global tally came up to 543 200 units ( BEV & PHEV) its an increase of 38 % year-over year. The Plugin-sales stands for 10 % of the global total light vehicle sales in April.
30 May: An updated version of the Charging station count has been uploaded to the Data center. The counting has been ongoing during the spring of 2022. We have now surpassed 1 155 000 charging stations globally.
27 May: The weekly volume update with the fourth round for April 2022 is now available on the EV-volumes Data Center, with the preliminary global totals. The preliminary global totals came up to 542 700 units ( BEV & PHEV) an increase of 38 % year-over-year, despite lockdowns in China, the Ukraine war and other uncertainties. The volumes in this update are already very close to final with few, minor markets still missing and, possibly, some late reported model in China. The excel file with pivot tables and charts is now available for download.
20 May: The weekly volume update with the third round for March 2022 is now available on the EV-volumes Data Center. All major markets are available with the exception of Austria and Italy, which means we have around 90-95% of April’s BEV & PHEV sales already available in this version.
13 May: The weekly volume update with the second round for March 2022 is now available on the EV-volumes Data Center.
In this version we have added the preliminary results for China, Germany and France
Even though China struggled with lockdowns in many regions during April the Plugin sales grew by 57% year-over-year to 283 000 units BEV & PHEV.
11 May: The one-pager summary for Early Volumes in April and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +40 % over April 2021, for an EV share of 15,1 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 stands at 10,7 million BEV and PHEV, a slight reduction of 0,3m, but still and an increase of 59 % over 2021. Europe loses pace amid component shortages, while China auto sales were hit by Corona lock-downs. Total car sales in China were down over 40 % y/y, while EVs still increased by 63 %. Their market share reached 29 % in April, up from 23 % in March.
5 May: The first round of April PEV sales results is up-loaded to the Data Center. Preliminary data for USA show a 67 % increase y/y for BEVs and PHEVs. In Europe, Sweden increased 10 % y/y, Belgium +22 %, Ireland +55 %, Switzerland -11 %. Australia was up 134 % y/y for April. With few exceptions, total auto markets were still depressed in April, with losses of 10 to 20 % versus April 2021.
5 May: The Battery Installation Tracker for the global March results is available for download. A total of 41,9 GWh of battery capacity were installed in March BEV, PHEV and FCEV sales. This is 80 % more than in March 2021 and exceeds the 59 % unit y/y sales increase. The reason is a 8 % swing towards BEVs and a 2 kWh increase in the average battery size per vehicle. CATL continues to lead with 13,6 GWh delivered, followed by LG (7,8 GWh) and BYD (4,1 GWh). As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. CATL was March's leader in LFP installations, with increasing demand from Tesla. BYD is #2 with 2/3rd of their own battery installations of the LFP type. Together, CATL and BYD stood for 78 % of all LFP type battery cells in light vehicles this year. Globally, LFP stood for 23 % of all battery installations into light vehicles during Q1-2022.
2 May: The xEV Share Tracker with global March results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 12,8 % of March light vehicle sales in these 55 markets, which was 5,8 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 12 % compared to 10,2 % in March 2021. Total March auto sales stayed -14 % lower y/y in the 55 markets we are tracking, while BEV sales increased by 78 %, PHEVs by 19 %, FHEVs (Full Hybrids) by 14 % and MHEVs (Mild Hybrids) actually declined by -10 %. Sales of ICE-only vehicles declined by -22 % in March y/y. The count is for Light Vehicles, i.e Passenger Cars, Light Trucks and Light Commercial Vehicles.
2 May: The OEM xEV Share Tracker March results is available for download. In this version we have changed the name of the hybrids (HEV) to FHEV (Full Hybrids) to comply with the rest of the industry.
30 April: The final March results are now uploaded as an Excel file with pivot tables and diagrams.
29 April: The weekly volume update with the Final round for March 2022 is now available on the EV-volumes Data Center.
The global total sales volume is 877 231 units (BEV & PHEV) which is an increase of 59% in comparison of March 2021. 75% of the sales volume in March are BEV. The global total for the first quarter is 2 060 552 units (BEV & PHEV)
22 April: The preliminary, detailed March results for BEV, PHEV and FCEV sales are uploaded to the Data Center. The global total stands at 866 000 units in total, which is the 2nd highest monthly ever, after December 2021 (944 k). The increase vs March 2021 was "only" 56 %, with y/y losses in several European countries due to persistent component shortages. The March growth rates were +9 % for Europe, 33 % for USA/Canada and 114 % for China. Tesla leads the OEM tally for Q1, closely followed by BYD with 285 800 units deliveries, half om them PHEVs, though. Please note our Tesla Q1 totals (302 400) do not yet match the announcements from the company (310 000) as some markets are still to be recorded or have estimates.
14 April: The weekly volume update with the third round for March 2022 is now available on the EV-volumes Data Center.
The sales volume for China is 472 868 units (BEV & PHEV) which is an increase of 114% in comparison of March 2021.
14 April: The weekly volume update with the second round for March 2022 is now available on the EV-volumes Data Center.
Since last round we have added Germany and South Africa. South Africa had an increase of 96% year-over-year.
12 April: The one-pager summary for Early Volumes in March and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +59 % over March 2021, for an EV share of 16,3 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 stands at 11 million BEV and PHEV, an increase of 63 % over 2021. Europe loses pace amid component shortages, while China NEV sales continue to expand rapidly with +114 % in March. Auto markets remain depressed, except in China. Europe-10 sales for March were 39 % lower than the 2015-2019 average and 20 % lower for the global top-15 EV markets by this measure. The full impact of the war in Ukraine and the Shanghai lock-down is yet to come.
8 April: The weekly volume update with the first round for March 2022 is now available on the EV-volumes Data Center.
In this version we publish the preliminary results for 17 countries, such as USA, Canada, Norway and Netherlands. USA had an increase of 30% year-over-year, Canada 75%, Norway 14% and Netherlands 76%
6 April: The OEM xEV Sales and Share Tracker with the February data is uploaded to the Data Center.
2 April: The Battery Installation Tracker for the global February results is available for download. A total of 25,4 GWh of battery capacity were installed in February BEV, PHEV and FCEV sales. This is 120 % more than in February 2021 and more than the 99 % unit sales increase. The reason is a 5 % swing towards BEVs and a 2 kWh increase in the average battery size per vehicle. CATL continues to lead with 6,75 GWh delivered, followed by LG (5,1 GWh) and BYD (3,4 GWh). BYD is the current leader in LFP batteries. 2/3rd of BYD's battery installations were of the LFP type, for CATL the LFP rate is 17 %. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular.
1 April: The final February results are available in an Excel file with diagrams and pivot tables for download.
31 March: The weekly volume update with the final global totals for February 2022 is now available on the EV-volumes Data Center.The total BEV & PHEV sales came in at 561 200 units which is an increase of 99% year-over-year and 92% YTD.
31 March: The xEV Share Tracker with global February results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 10,4 % of February light vehicle sales in these 55 markets, which was 5 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,8 % compared to 10,1 % in February 2021. Total February auto sales stayed -1 % lower y/y in the 55 markets we are tracking, while BEV sales increased by 113 %, PHEVs by 72 %, HEVs by 24 % and MHEVs actually declined by -6 %. Sales of ICE-only vehicles declined by -8 % in February y/y.
25 March: The preliminary global results for February of BEV-PHEV-FCEV sales are available for download as an Excel file with diagrams and pivot tables. The numbers are very close to final for February.
25 March: The weekly volume update with the preliminary global totals for February 2022 is now available on the EV-volumes Data Center. The preliminary total BEV & PHEV came in at 558 400 units which is an increase of 98% year-over-year the only missing market is Colombia with around 500 units expected.
18 March: The weekly volume update with the third round for February 2022 is now available on the EV-volumes Data Center. Preliminary results for all major markets in Europe (besides U.K and Austria) and China are in this version. China had an increase of 175% year over year.
11 March: The weekly volume update with the second round for February 2022 is now available on the EV-volumes Data Center. Preliminary results for all major markets in Europe excluding U.K and Austria are in this version. Netherlands had an 108% increase year-over-year in February
8 March: The January results are available in the Battery Shipments Tracker for download.
8 March: The OEM xEV Sales and Share Tracker with the January data is uploaded to the Data Center.
7 March: The xEV Share Tracker with the global January data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 10,2 % of January light vehicle sales in these 55 markets, which was 5 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,5 % compared to 8,8 % in January 2021. Total January auto sales stayed -3 % lower y/y in the 55 markets we are tracking, while BEV sales increased by 94 %, PHEVs by 73 %, HEVs by 26 % and MHEVs by 6 %. Sales of ICE-only vehicles declined by 11 % in January.
5 March: The final January results are available in an Excel file with diagrams and pivot tables for download.
4 March: The weekly volume update with the final results for January 2022 and the first round of detailed results for February is now available on the EV-volumes Data Center. The global BEV + PHEV total for January 2022 is 625 100 units which is 88% higher than the weak January 2021. For February, USA had 58 700 BEV & PHEV deliveries for a y-0-y increase of 64 %. Europe results are available for Italy -1 % y/y, Sweden +39 %, Belgium +58 %, Spain +110 %, Switzerland +54 %, Finland +3 % and Ireland +50 %.
1 March: Updated version of the Vehicle specification database is now available on the EV-Volumes datacenter. In the updated version we have added 42 new vehicles (total 461) with all available specifications. A new testfield is added with the battery system voltage of the vehicle. For comments and suggestions please let us know.
27 February: The weekly volume update with the 4th round of detailed results for January is now available on the EV-volumes Data Center. It has the preliminary global results with only a few smaller markets missing. January started strong, with a total of 618 300 units BEV, PHEV and FCEV delivered, a growth of 86 % over January of 2021. China stood for 62 % of the global volume with 385 600 deliveries, 115 % higher y-o-y. The Chinese new-year vacation is in February this year, supporting strong January sales and weaker February sales. Growth in Europe was +37 %, with Central/Eastern Europe markets growing very fast now, albeit from small bases. EV sales in USA were up 104 % y/y, despite the continuing absence of the Chevy Bolt. Among OEMs, BYD was the clear winner with 93 000 deliveries in January, 96 % of it still in China. Tesla and the Volkswagen Group follow with 51 000 global deliveries each.
18 February: The 3rd round of detailed results for January is now available on the Data Center. We have the preliminary results for 40 countries. Among them, Japan ( 5731) and South Korea (2651) units BEV & PHEV, both countries had growth of over 100 % in comparison to January 2021.
16 February: The one-pager summary for Early Volumes in January and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets sales increased by 79 % over January 2021, for an EV share of 12,6 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 stands at 10,5 million BEV and PHEV, an increase of 55 % over 2021.
11 February: The 2nd round of January BEV & PHEV sales is uploaded to the Data Center. It has the results for 25 countries. Among them, USA came in with 49 274 units BEV & PHEV, 102 % higher than in January 2020, Canada 6 318 units BEV & PHEV 133% higher than January 2021.
7 February: An updated version of the Future vehicle rollout calendar is now available on the Data Center. Around 100 new vehicles is added in this version.
4 February: The first round of January 2022 BEV and PHEV volumes was uploaded to the Data Center with the results for the first 8 countries. Among them, Sweden came in with 10 722 units BEV & PHEV, 53 % higher than in January 2020, France 5 181 units BEV & PHEV 158% higher than January 2021.
4 February: The Battery Shipment Tracker with December data is uploaded to the Data Center. In 2021 a total of 297 GWh of battery capacity were installed in 6 765 300 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of GWh this is +113 % higher than for 2020. Unit growth of BEVs and PHEVs was 108 %. The difference in growth relates to increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the year with 81,9 GWh installed, closely followed by LG with 71,6 GWh installed. #3 is Panasonic with 39,1 GWh. Fastest growing is BYD with 26,5 GWh installed, 172 % higher than the year ago. The tally is for Light Vehicles, including Passenger Cars, SUVs, MPVs, Vans and Pick-ups. NMC batteries are the most common type with 70 % share in all installations, but 2 %-pts tower than in 2020. LPF batteries increased their share from 5 % to 14 %. The installed LFP capacity was 42,2 GWh in 2021 and has now passed the NCA type. Tesla's Giga Nevada plant stood for nearly all the NCA volume of 36,3 MWh.
31 January: The xEV Country Share Tracker is available with the December and full year 2021 results. PEVs reached another market share record in the combined 55 markets we are tracking. 13,4 % of new light vehicle sales were BEVs (10,3 %) or PHEVs (3,1 %). In Western & Central Europe the December their share was a s high as 26 % in December and 17 % for the year. HEVs and MHEVs declined further from their share peak in September. The recent trend suggests that PEVs could outsell HEVs and MHEVs in 2022.
31 January: The OEM xEV Share Tracker is updated with the results for December and full year data.
29 January: The weekly volume update with the final round of detailed results for December and the full year of 2021 is now available on the EV-volumes Data Center. The December global total was 942 200 units BEV+PHEV and the 2021 total reached 6,75 million units, 108 % higher than in 2020. Fuel Cell Vehicles reached 15 434 units, an increase of 82 % over 2020 and a market share of 0,02 %. Overall global Light Vehicle sales grew only 4,1 % year-on-year and the global share of EVs (BEV+PHEV) increased from 4,2 % to 8,3 %. The EV mix was 71 % for BEVs and 29 % for PHEVs, following a 69:31 ratio in 2020. The associated traction battery capacity installed was 297 GWh in 2021, 113 % more than in 2020.Tesla extended its lead with 936 000 deliveries (+87 %), followed by the Volkswagen Group with 763 000 units BEV & PHEV (+80 %). BYD came in 3rd with 598 000 deliveries, a huge gain over the 184 000 of 2020. GM including Wuling Mini EVs retained 4th place with 517 000 (+142 %); #5 was Stellantis with 378 000 units and +158 % y/y increase. It was a great year for EVs, with strong momentum ahead. We will soon follow up on this short note with a more comprehensive article on the front page of this site.
21 January: The weekly volume update with the 3rd round of detailed results for December is now available on the EV-volumes Data Center. It has the preliminary global volumes by country and model for the entire 2021. China results came in close to what we expected, with 528 400 units for December, including LCVs, imports and late reported newcomers. The 2021 total in China stands at 3 385 200 units (82 % BEVs), which is 154 % higher than for 2020. Part of the growth story is the success of mini-EVs, starting to replace millions of substandard, now banned Low-Speed Vehicles. Other growth drivers are improved products and better compliance with regulatory requirements for type approvals and production permits. The global total for December stands at 932 000 units BEV+PHEV and 6,73 million for the year, 108 % higher than 2020. Global Light Vehicle sales gained only 4,1 % year-on-year and the share of EVs (BEV+PHEV) increased from 4,2 % to 8,3 %. The EV mix was 71 % for BEVs and 29 % for PHEVs. The associated traction battery capacity installed was nearly 300 GWh in 2021. Fuel Cell Vehicles reached 15 380 units, an increase of 82 % over 2020 and a market share of 0,02 %.
16 January: The weekly volume update with the 2nd round of detailed results for December is now available on the EV-volumes Data Center. Germany came in with 81 420 units BEV& PHEV, incl. LCVs, -3 % lower than in the extraordinary December 2020 but still higher than EV sales in USA. The best-seller in December was the Tesla Model-3, still out of Shanghai, not Berlin. The full year total for Germany was 689 500 BEVs and PHEVs, +72 % more than 2020. The EV share within passenger cars was 36 % in December (6 of 10 EVs were BEVs) and 25,7 % for the year. The total car market finished at 2,62 million units, a bleak -10 % lower than 2020. Other results: (December growth / Full year 2021 growth): South Korea +151 % / +126 %, India +160 % / +228 %, Australia +148 % / +235 %, New Zealand +406 % / +306 %, Mexico + 105 % / +80 %, Brazil +171 % / +200 %, Canada -13 % / +29 %, Netherlands -24 % / +9 %, France +6 % / +62 %. Spain -22 % / +60- %. As expected, December 2021 did not see the final sprint in EV registrations as in 2020, when the 95 g CO2 fleet target stipulated record sales. With the robust EV uptake during 2021, the 95 g will be met with a good margin by most OEM.
13 January: The high level results for EV sales and total passenger vehicle sales in December and for 2021 are available in the Data Center. They cover BEV and PHEV sales in the top-15 EV markets. In a nutshell: December came in slightly lower than expected, both, for markets and for EVs. Market shares of EVs developed as expected. 2021 was another great year for EV sales and another cheerless year for overall vehicle markets. While deliveries of BEVs and PHEVs increased by 107 % y/y to 6,7 million units, the overall 2021 vehicle market was much weaker than anticipated. In Western Europe, Japan and South Korea auto markets stayed below the 2020 mark. Global light vehicle sales reached around 81 million units in 2021, a mere 4 % increase over the COVID ridden year of 2020.
09 January: The weekly volume update with the first round of detailed results for December is now available on the EV-volumes Data Center. USA came in with 75 500 units BEV& PHEV, + 56 % higher y/y, less than expected but a new record for a single month. The total US Light Vehicle market was down -25 % in December y/y and reached just above 15 million units in 2021, 3,3 % higher than in 2020. The 2021 US total for plug-ins is 656 900 units, 100 % higher than 2020. As expected, PEV sales growth in Europe was muted as numbers compare to the EV boom in December 2020. Norway +3 % in December and +45 % for the year; 86 % of Norway new car sales in 2021 were electrically chargeable and 64 % were pure electric. Other results in Europe (December growth / Full year 2021 growth): Italy -14 % / +132 %, Sweden -3 % / +44 %, Belgium -30 % / +47 %, Denmark +36 % / +102 %, Switzerland + 8 % / +60 %, Finland +16 % / +74 %. Overall European car sales remained weak in December, with y/y losses of -15 % to -30 % in the largest markets. For plug-ins, December deliveries are likely to stay below the record sales of December 2020. For the entire year, growth is still over 60 % y/y in Europe.
08 January: We posted a revised Battery Shipment Tracker after discovering a formula error. The numbers in the commentary below are revised where necessary.
07 January: The Battery Shipment Tracker with November data is uploaded to the Data Center. Another 33,834,2 GWh of battery capacity were installed in 752 100 624 300 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is +90 % +92 % higher than for November 2020 and a new record for a single month. Unit growth of BEVs and PHEVs was 74 %. The difference in growth relates to increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the month with 10,4 GWh installed in November; year-to-date, CATL leads as well, with 67,6 GWh installed (26,6 % share), closely followed by LG with 61 GWh installed. #3 is Panasonic with 34 GWh. Fastest growing is BYD with 22,4 GWh installed YTD, 172 % higher than the year ago. The tally is for Light Vehicles, including Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with high uptake by Tesla (CATL made) and high sales in BYD, GM-SAIC Baojun, Wuling mini EVs and other new-comers. The worldwide share of LFP batteries was 17,4 % 18,3 % in November and 14,1 % 14,9 % year-to-date, compared to 5,3 % in 2020. NCA batteries, nearly all supplied by Panasonic to Tesla, continued to loose share, still growing by 38 % YTD to 31,5 GWh.
04 January: The xEV Country Share Tracker is updated with the global November sales results for BEVs, PHEVs, HEVs, MHEVs and total market sales of light vehicles. It covers 55 countries around the world. For the 3rd month in a row, global plug-in (BEV & PHEV) sales and shares were higher than hybrid (HEV & MHEV) sales. Since June, BEVs are the most popular electrification type and the distance vs the other types is increasing. Strong sales in China are one important driver. Total markets have seen a gradual recovery since August, but were still -12 % below 2020 in November. Global ICE-only vehicle sales were -20 % lower than in November 2020, while plug-ins increased by +73 % and hybrids by +14 %.
04 January 2022: The OEM xEV Share Tracker is updated with the results for November and YTD 2021.
02 January 2022: Happy New Year. The weekly volume update with the final round of detailed results for November is now available on the EV-volumes Data Center. It now includes the results in Hong Kong and Taiwan and late reported NEVs in China. The global November total stands at 752 500 units which is a new record for a single month and +74 % higher than for November 2020. 547 200 units were BEVs, 204 000 were PHEVs and 1200 were FCEVs. Our forecast for the year 2021 stands at 6,8 million BEV and PHEVs. December could see over 1 million plug-ins delivered in a singel month. Latest news: Tesla just announced 308 600 deliveries for Q4 (+71 % q/q) and, 936 000 for the year (+87 %), again beating expectations. Happy New Year, indeed.
26 December: The weekly volume update with 4th round of detailed results for November is now available on the EV-volumes Data Center. The tally is complete for Europe and the UK estimates in the 3rd round have been replaced by actuals. The total for Europe stands at 229 000 units for November which is +34 % higher than last year. The global November total stands at 746 600 units which is a new record for a single month and +73 % higher than for November 2020. Results in Hong Kong and Taiwan are still pending and become available in a week from now.
19 December: The weekly volume update with 3rd round of detailed results for November is now available on the EV-volumes Data Center. The numbers cover the top-15 EV markets + all other countries available up to now. UK has estimates on model level, but the BEV and PHEV totals are correct. The global November total stands at 733 860 units which is a new record for a single month and +69 % higher than for November 2020. Approximately 12 000 units will be added in the final version from countries yet to be reported. YTD, the tally stands at nearly 5,8 million BEV and PHEV deliveries. Files with the preliminary global November totals are uploaded to the Data Center in various formats.
13 December: The high level results for EV sales and total passenger vehicle sales in November are available in the Data Center. They cover BEV and PHEV sales in the top-15 EV markets. The 2021 whole year forecast is adjusted by -100k units to 6,74 million BEVs and PHEVs, following a relatively weak October (November meets expectations) and recurring COVID-19 restrictions on public activities. China sales keep beating expectations while Europe shows only few and weak signs of recovery. This is for total markets. EV sales and shares keep growing fast, even if the pace slows down numbers compare to the strong results of November 2020.
12 December: The weekly volume update with 2nd round of detailed results for November is now available on the EV-volumes Data Center. USA increased +58 % y/y with 56500 units BEV and PHEV. Canada +15 %, Mexico +42 %, Brazil +58 %, Israel +247 % to 2000 units, India +143 % to 1273 units, Germany +12 %, Denmark +66 %, Spain +38 %, Netherlands +5 %, France +53 %. Growth rates in Europe are coming down as the numbers compare to the very strong sales in Nov and December 2020.
06 December: The Battery Shipment Tracker with October data is uploaded to the Data Center. Another 27,7 GWh of battery capacity were installed in 624 300 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is +88 % higher than for October 2020. Unit growth of BEVs and PHEVs was 73 %. The difference in growth relates to the increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the month with 7,5 GWh installed in October; year-to-date, CATL leads as well, with 56,6 GWh installed (25,8 % share), closely followed by LG with 54 GWh installed. #3 is Panasonic with 30,8 GWh. The tally is for Light Vehicles, including Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with high uptake by Tesla (CATL made) and high sales in BYD, GM-SAIC Baojun, Wuling mini EVs and other new-comers. The worldwide share of LFP batteries was 17 % in October and 14 % year-to-date, compared to 5 % in 2020.
4 December: The 1st round of November BEV-PHEV-FCEV sales is uploaded to the Data Center. Sweden increased +12 % y/y with 11702 units BEV and PHEV. Switzerland +35 %, Ireland +256 %, but Belgium decreased -20 %. These results are available by model. Other markets have reported November BEV & PHEV totals and I mention them here FYI; note that they are for passenger cars and preliminary. Germany 67k units, +14 % y/y and a 34 % share in a very depressed car market, -32 % lower than Nov 2020. USA recorded 57 600 units, +66 % in a light vehicle market that was -18 % down y/y. Norway 14k, +39 % in a car market that increased by 22 %. The share of BEVs and PHEV in Norway car sales was 91 % in November. Where EVs are big, the market is up. The details by model will become available in coming releases.
2 December: The Country xEV Share is updated with the results for October. It covers 55 markets and the sales and shares for BEV, PHEV, HEV and MHEV relative to the total Light Vehicle sales in each country.
2 December: The OEM xEV Share Tracker is updated with the results for October and YTD 2021. This tracking covers the BEV, PHEV, HEV and MHEV sales and shares within the total volume of 46 OEM in the market areas Europe, USA, Canada, Japan, South Korea and China.
1 December: We had to re-issue the BEV-PHEV-FCEV file because Mustang sales were missing for USA and a lower estimate for LCVs in China. The net change is +891 units for October.
30 November: The final, global BEV-PHEV-FCEV sales results are uploaded to the Data Center. The global total reached 624 000 units in October, thereof 448 400 BEVs, 173 950 PHEVs and 1577 FCEVs. The year-on-year growth was +73 % for October and is +128 % year-to-date. The increases are highest in China where volumes were up +118 % for October and +174 % ytd. For Europe the result was 191 000 units in October, +26 % y-o-y and +93 % ytd. The number of plug-in vehicles sold this year has passed the 5 million mark in October. For the complete year we are expecting 6,7 to 6,8 million sales. This compares to 3,24 million sales in 2020. The final sales numbers for October and the associated battery installations are available for download in xls pivot table format on the Data Center. It has pre-formatted pivot tables and some interactive diagrams. Log-in is required.
28 November: The weekly upload is available with additional volume details for many smaller EV markets in Eastern Europe, Africa, Middle-East, Central & South America and Asia. Only 1800 units were added to the tally. Volumes in UK, Austria, Greece and LCVs in China are still pending. They make up more than 5 % of the total and we do not issue the Excel file with preliminary global results for that reason. We rather issue the final totals next week, when UK, Austria and China LCVs become available.
22 November: We have received the official China passenger car sales result for October, including imports. The numbers were significantly higher than initially reported in media. We have therefore issued a new Early Volume 1-pager reflecting the changes in the numbers and the commentary.
21 November: The third round of detailed plug-in sales results for October is uploaded to the Data Center. It has additional volume details for Italy with growth of +82 % y/y, France +33 %, Netherlands -5 %, Spain +47 %, Turkey +261 %, Iceland +112 %. Volumes in UK, Austria and many smaller EV markets are still pending and we expect the tally to increase by another 50-55 000 units before we can issue the preliminary global numbers.
14 November: The second round of detailed plug-in sales results for October is uploaded to the Data Center, including first results for China. The tally in China stands 321 400 units (+177 %) with LCVs, most imports and some newcomers still to be reported. Further countries in this update: Brazil 680 units +154 %, Canada 5579 units +30 %, India 1198 units 130 %, South Korea 12720 units +202 %, Germany 54493 units +11 %, Norway +2 %, Portugal +44 %, Poland +44 %, Romania +91 %, Slovenia +31 %.
11 November: Early October results for EVs and passenger market totals are available in a 1-pager for download. EV sales are lower than in September due to seasonality and Tesla logistics, but are still the 2nd highest monthly ever. Growth for EV sales in the top-15 markets was +74 %, while total passenger car markets were down -22 % combined compared to October last year. The resilience of EVs against market downturns and component shortages continues. EV sales (BEV+PHEV) add up to 574 000 units in the top-15 markets; the EV share in passenger cars was 14,3 %. Including all countries and LCVs we are expecting 640 000 to 660 000 units BEV & PHEV to be sold in October. The forecast for 2021 is unchanged at 6,84 million units, an increase of 111 % over 2020.
07 November: The first round of detailed October PEV sales is uploaded to the Data Center Tool. Growth rates for the countries reported: Australia +590 %, USA (preliminary) +47 %, Israel +125 %, Belgium +9 %, Denmark +99 %, Finland +105 %, Ireland +39 %, NL -5 %, Norway +2 %, Sweden +2 %, Switzerland +26 %. The car market totals in Europe and for USA were, again, very weak with -20 % to -35 % losses compared to October 2020.
03 November: The Battery Installation Tracker with September data is uploaded to the Data Center. Another 33,8 GWh of battery capacity were installed in 704 500 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is +109 % higher than for September 2020. This corresponds well with the sales increase of BEVs and PHEVs which was +95 % higher than in September 2020. The difference in growth relates to the increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the months with 9,4 GWh installed in September; year-to-date, CATL leads as well, with 49,1 GWh installed (25,6 % share), closely followed by LG with 48,7 GWh installed. #3 is Panasonic with 28,1 GWh. The tally is for Light Vehicles, meaning Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made), more applications in BYD vehicles, high sales of Baojun / Wuling mini EVs and other new-comers. The share of LFP batteries is 13 % in 2021 compared to 5 % in 2020.
03 November: Updated OEM xEV Share Tracker, now including Q3 and September xEV and ICE deliveries by OEM Group
03 November: Update of Charging Infrastructure by Country Count. Now including data for October 2021. Since last update there is an increase of public charging stations with 18% and has now passed 1 million charging stations.
03 November: Calendar for timing of file updates published
01 November: The xEV Share Tracker with the global September data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 12 % of September light vehicle sales in the top 55 markets combined, which was 7,1 %-points higher than a year ago. Hybrids and Mild Hybrids reached 11,2 % compared to 8,1 % in September 2020. Total auto-sales remained weak in September: Europe -25 % y/y, China -17 % y/y, USA -25 %. Global sales for ICE-only vehicles contracted by -30 % while global sales of BEVs, PHEV, HEVs and MHEVs increased by 42 % combined. Growth of BEVs was +108 %, PHEVs+ 64 %, HEVs +4 % and MHEVs +15 %.
29 October: The final detailed BEV & PHEV & FCEV sales results for September ate uploaded to the Data Center Tool. The global tally ended at 706 000 units including FCEVs, +95 % higher than for September 2020 and a new all-time-high. As a rare occurrence, plug-ins even outsold Hybrids and Mild Hybrids in September. HEVs and MHEVs increased by just +10 % y/y in September to 659 000 units. The final sales numbers for September and the associated battery installations are available for download in xls pivot table format on the Data Center. Log-in is required
28 October: Vehicle Specification database updated, 33 new vehicles added and continuous data improvement on existing vehicles.
24 October: The third round of detailed BEV & PHEV & FCEV sales results for September is uploaded to the DC-tool. Except for some minor markets, the detailed volumes are available for most countries and the numbers are close to final. The global tally stands at 702 900 units, 94 % higher than for September 2020 and a new all-time-high. With 366 500 units (incl. passenger cars, LCVs and imports) China stood for half of the global September volume. The y/y growth rate was 172 %, impressive in a vehicle market that lost 20 % compared to September last year. Europe passenger car sales were -24 % lower y/y, while EVs (BEV+PHEV) increased by +41 %. USA light vehicle sales were down -25 % in September while EV sales increase by +66 %. The preliminary results for September sales and battery installations are available for download in xls pivot table format on the Data Center. Log-in is required.
17 October: The second round of detailed BEV & PHEV & FCEV sales results for September, including China, is uploaded to the DC-tool. Counting domestic production, most imports and LCVs (pending some late reported models) the China total stands at 353 900 units for September, +163 % higher than last year and a new record for a single month. The global total stands at 674 500 units (incl. 1455 FCEVs), which is a new all-time high and +92 % higher than September 2020. Markets worth ca 15 000 units are still to be reported before we can call the numbers final. While EVs post growth rates rarely seen before, total vehicle sales remain very weak. Europe passenger car sales are around -25 % lower y/y, USA -25 % , Japan -34 %, China -20 %. Shortage of micro-controllers and chips for ageing models is one reason. Simultaneously, we are now witnessing the long expected, broad shift of consumer demand into EVs. We have increased our forecast for 2021 to 6,84 million units BEV & PHEV, with supply constraints and sudden policy changes (China) being the main risks for continued, rapid EV growth.
12 October: Early EV sales, shares and total passenger vehicle sales results in the top-15 EV markets are now available for September as a 1-pager for download. The overview includes our EV forecast for 2021 which increased to 6,84 million units (was 6,4 m) globally. While %-growth for EVs slowed down in Europe, mainly because of the diminishing low-base-effect, uptake in China continues beyond expectations. The EV uptake again showed a strong resilience against weak vehicle markets and component shortages. In the top-10 European EV markets September EV sales grew by +39 %, while their total car markets were down -26 % y/y combined. The EV (BEV+PHEV) share stands at 24,5 % for the Europe top-10 in September. For the global top-15 EV markets sales were up 93 % for EVs and down -26 % for total passenger vehicles.
10 October: The first round of detailed September PEV sales is uploaded to the Data Center Tool. While EV still post healthy growth rates over September last year (Europe around +40 %, USA +67 %), total markets sales remain weak. Europe passenger car sales are around -25 % lower y/y, USA -25 % , Japan -34 %. The shortage of micro-controllers and chips is mostly affecting ICE-only vehicles. They often use older chip generations which chip makers do not prioritize during capacity constraints. Even some popular EVs have very tight inventories now and OTD times of 6 months are common. The only market with growth for total sales was Norway (+16 % y/y), where plug-ins reached 91 % of car sales in September.
6 October: The Battery Shipment Tracker is updated with the global results for August.
5 October: The xEV Share Tracker with the global August data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 9,9 % of August light vehicle sales in the top 55 markets combined, which was 5,8 %-points higher than a year ago. Hybrids and Mild Hybrids reached 10,4 % compared to 7,0 % in August 2020. Global auto-sales were weak in August: Europe -16 % y/y, China -14 % y/y, USA -17 %. Sales for ICE-only vehicles are contracting even faster, while sales of BEVs, PHEV, HEVs and MHEVs keep growing.
1 October: The final BEV-PHEV-FCEV sales for August are up-loaded to the Data Center. The global tally stands 540 500 units, thereof 388 500 BEVs, 151 200 PHEVs and 800 FCEVs. The increase over August 2020 was +116 % with China posting the highest growth rate, +183 %. The final results for August sales and battery installations are also available for download in xls pivot table format among the Data Center files. Log-in is required
18 September: Another update of detailed BEV & PHEV & FCEV sales results for August is up-loaded to the Data Center tool. Except for Hong Kong, Israel and some minor markets, the detailed volumes are available for most countries and the numbers are close to final. The global tally stands at 506 400 units, 102 % higher than for August 2020. Growth is slower now, esp. in Europe as volumes now compare to the recovering sales of last year. The y/y increase for August was 60 % in Total Europe, the YTD growth is 121 %. China came in with another record month, as expected (276k units Cars & LCVs, +157 %) in an otherwise weak total vehicle market, down 12 % y/y. NEVs and exports were the only beacons. Plug-in sales in USA were up by “only” 53 % y/y as Tesla is capacity constraint on some models and the Chevy Bolt is on hold for battery issues.
The preliminary results for August sales and battery installations are available for download in xls pivot table format on the Data Center. Log-in is required
17 September: Early EV sales, shares and total passenger vehicle sales results in the top-15 EV markets are now available for August as a 1-pager for download. The overview includes our EV forecast for 2021 which is unchanged at 6,4 million units. While EV growth slowed down in Europe, mainly because of the diminishing low-base-effect, uptake outside Europe continues beyond expectations. EV demand and supply again showed a strong resilience against weak vehicle markets and component shortages. In the top-10 European EV markets August EV sales grew by 56 %, while their total car markets were down 21 % combined, vs August of 2020. The EV (BEV+PHEV) share stands at 23,8 % for the Europe top-10 in August. For the global top-15 EV markets sales were up 104 % for EVs and decreased by -16 % for total passenger vehicles.
10 September: The 2nd round of detailed BEV & PHEV & FCEV sales results for August is uploaded to the DC tool. Growth is slower now in terms of percent, esp. in Europe as volumes now compare to the recovering sales of last year. Canada up +71 %, Mexico +25 %, Brazil +187 %, New Zealand +120 %, India +190 %, South Korea +174 %, Belgium +58 %, Denmark +87 %, Finland +51 %, Netherlands +18 %, Sweden +26 %, Switzerland +61 %, Russia +27 %.
08 September: The Battery Shipment Tracker is updated with the global results for July.
08 September: The 2021 YTD Battery Volumes in the July PEV excel file did not include the July volume. This is now corrected.
08 September: The xEV Share Tracker with the global July data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 8,2 % of July light vehicle sales in these 55 markets, which was 4,3 % higher than a year ago. The share was lower than in June, when Tesla delivered record numbers. Hybrids and Mild Hybrids reached 11 % compared to 7,9 % in July 2020. Overall July auto-sales were weak in Europe (-22 % y/y) and China (-9 % y/y) Sales for ICE only vehicles are now contracting in most markets, while sales of BEVs, PHEV, HEVs and MHEVs keep growing.
07 September: The 4th round of detailed BEV & PHEV & FCEV sales results for July is uploaded to the DC tool. It also also includes the first results for August. The data still has model estimates in Italy but the BEV and PHEV totals are correct. Otherwise, the volumes are final. The tally stands at 498 600 units BEV+PHEV and 990 units FCEVs. The y/y increase for July is +97 % globally, in line with expectations. The first August results: USA 44 200 units +53 %, Australia +122 %, Taiwan -37 %, Norway +94 % (Tesla Model-Y intro), Ireland +167 %.
The results for July sales and battery installations are also available for download in xls pivot table format on the Data Center. Log-in is required. You will notice that the diagram in the Month by Years sheet now has volumes for the remaining months of 2021. These are calculated values based on the YTD volume and the average, historic seasonality factors for the remaining months. They are not a forecast, just an extrapolation.
22 August: The 3rd round of detailed BEV & PHEV & FCEV sales results for July is uploaded to the DC tool. It has the preliminary global totals for last month. The data has model estimates in Italy (totals are correct), Slovakia and imports/late reported models to China. Otherwise, the volumes are close to final. The tally stands at 495 200 units BEV+PHEV and 900 units FCEVs. The y/y increase for July is +95 % globally, in line with expectations. The preliminary results for July sales and battery installations are available for download in xls pivot table format on the Data Center. Log-in is required. You will notice that the diagram in the Month by Years sheet now has volumes for the remaining months of 2021. These are calculated values based on the YTD volume and the average, historic seasonality factors for the remaining months. They are not a forecast, just an extrapolation.
18 August: We have posted another Beta version of the xEV OEM Sales Tracker on the Data Center, now with the data including June 2021. It covers monthly and quarterly BEV, PHEV, HEV and MHEV sales by OEM and their share in total OEM sales. The tracking is available for OEM with regular sales volume reporting and in major markets around the world. Check it out and tell us what you think. You can contact Erik@ev-volumes.com, phone +46 733 50 29 47 for questions and suggestions. Erik has joined the EV-volumes team in April and has a background in aerospace supply chain management.
15 August: The 2nd round of detailed BEV & PHEV & FCEV sales results for July is uploaded to the Data Center Tool. The update includes China, pending imports, some LCV and late reported models. The y/y increase for July is 143 % on this basis. Other additional markets for July are Germany +55 %, France +8 %, Italy +200 %, Spain +44 %, Poland +31 %, Iceland +190 %, Turkey, +325 %, New Zealand +635 %, India +229 %, South Korea +175. Whereas Europe shows less extraordinary growth rates than in H1, as volumes now compare to the strong recovery phase during Q3, volumes outside Europe continue to increase at triple digit %-rates. On Friday we issued the July overview for passenger car sales in the top-15 EV markets (Data Center file for download). It also has the forecast for 2021 which increased to 6,4 million PEVs.
13 August: Early EV sales, shares and total passenger vehicle sales results in the top-15 EV markets are now available for July as a 1-pager for download. The overview includes our EV forecast for 2021 which has increased again, from 6,1 million to 6,4 million units. While growth slowed down in Europe, mainly because of the diminishing low-base-effect, uptake outside Europe continues beyond expectations. EV demand and supply proofed again a strong resilience against weak vehicle markets and component shortages. In the top-10 European EV markets June EV sales grew by 43 %, while their total car markets were down 27 % combined, vs the strong July of 2020. The EV (BEV+PHEV) share stands at 18,4 % for the Europe top-10 in June. For the global top-15 EV markets sales were up 100 % for EVs and decreased by -8 % % for total passenger vehicles.
8 August: The first round of detailed BEV & PHEV & FCEV sales details for July is uploaded to the DC tool. It includes USA with a y/y growth of +96 %, Australia +531 %, Taiwan +119 %, Belgium +50 %, Ireland +166 %, Norway +35 %, Switzerland +67 %, Sweden -6 % (!). Numbers include passenger cars and light commercial vehicles as usual. The y/y decline in Sweden came with a change in company car taxation of EVs and should be temporary. The EV tax rebate on BIK was reduced starting with July registrations, which caused deliveries to be moved from July to June whenever possible. We expect that the 2nd half of 2021 will see less extraordinary growth rates, esp in Europe, as volumes compare to the strong recovery phase during Q3. Mid next week we will issue the July overview for the top-15 EV markets and EV sales. Incoming results for Europe so far reveal a 25-30 % y/y decline in car markets and 40-50 % higher EV sales than July last year.
3 August: The Battery Installation Tracker with June data is uploaded to the Data Center. Another 27,7 GWh of battery capacity were installed in 604 200 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is 158 % higher than for June 2020, which was still impacted by the lock-downs of last year. Worldwide, LG led the months with 7,4 GWh installed in June; year-to-date, LG leads with 30,3 GWh installed (27 % share), CATL is #2 with 26,9 GWh, Panasonic #3 with 18,8 GWh. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) more applications in BYD vehicles, high sales of Baojun / Wuling mini EVs and other new-comers. The share of LFP batteries is 11,7 % in 2021 compared to 5 % in 2020.
2 August: The xEV Share Tracker with the global June data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 9,1 % of June light vehicle sales in these 55 markets, which was 5,2 % higher than a year ago. Hybrids and Mild Hybrids reached 11 % compared to 7,5 % in June 2020. Auto markets see a strong recovery after the corona crisis, but are still 10 % below the normal level of June sales, globally. PEV and HEV sales grew by 150 % y/y in June, HEV & MHEV by 55 % in a global light vehicle market that increased by 5,6 % y/y. Sales for ICE only vehicles are now contracting.
1 August: The final, global BEV & PHEV & FCEV sales details for June and H1-2021 are uploaded to the Data Center tool. The tally stands at 605 400 units including FCEVs, which is a new all-time-high, beating December 2020. The June y-o-y growth stands at +150 %, with a global plug-in share of 8,6 % in light vehicle sales. Year-to date 1,8 million BEVs and 0,86 million PHEVs were delivered, +162 % rsp. +176 % more than in 2020 H1. Fuel Cell EVs had 8500 sales in H1, +142 % vs H1 of 2020. All regional showed triple digit growth, with very few, minor countries in the red compared to June 2020, which was still affected by the lock-downs of Q2-2020. The 2nd half of 2021 will see less extraordinary growth rates as volumes compare to the strong recovery phase during Q3 and Q4. The final results for June sales and battery installations are available in xls pivot table format on the Data Center as well. Log-in is required.
25 July: The preliminary global BEV & PHEV & FCEV sales details for June are up-loaded to the Data Center Tool. The tally stands at 592 400 units which is very close to the all-time-high in December 2020. New monthly records were set in China (245k), USA (66k), Canada (6,7k), South Korea (15,4k), Australia (3,2k), Israel (3,4k), Austria (5,4k), Sweden (18k), Brazil (876). June y-o-y growth stands at +144 %, with a global plug-in share of 8,4 % in light vehicle sales. Year-to date 1,79 million BEVs and 0,84 million PHEVs were delivered, +161 % rsp. +176 % more than in 2020 H1. Fuel Cell EVs had 8500 sales in H1, +142 % vs H1 of 2020.
17 July: The 3rd round of detailed June sales results by model is up-loaded to the Data Center Tool. The strong growth continues as expected. EV sales in Germany increased +245 % y/y to 66 400 units, 52 % were BEVs. France increased+66 %, Finland +157 %, Spain +213 %, Israel +564 %. The June total for China stands at 230 000 units (+150 %) with imports, LCVs and late reported models still to be added. The global total is approaching 590 000 units EV sales, including estimates for markets where we still collect the data. This would make June the 2nd highest month ever, after December 2020. With 590k, June y-o-y growth is +143 %; the global plug-in share is 8,4 % of light vehicle sales.
10 July: The 2nd round of detailed June sales results by model is up-loaded to the Data Center Tool. EV growth continues strong around the world. USA +129 %, Brazil +315 %, Australia +680 %, Korea +179 %, India +174 %, Ireland +800 %, Norway +130 %. Volumes in many countries were supported by high end-of-quarter Tesla sales, but the effect of the low calculation base of June 2020 also plays in.
09 July: Early EV sales, share and market volume results for June are now available as a 1-pager for download. The overview includes our EV forecast for 2021 which has increased from 5,7 million to 6,1 million units. In the top-10 European EV markets June EV sales grew by 153 %, while their total car markets were up 12 % combined. The EV (BEV+PHEV) share stands at 20 % for the Europe top-10 in June. For the global top-15 EV markets sales were up 130 % for EVs and a mere 2 % for total passenger vehicles.
08 July: We have posted another Beta version of the xEV OEM Sales Tracker on the Data Center, now with the data including May. It covers monthly and quarterly BEV, PHEV, HEV and MHEV sales by OEM and their share in total OEM sales. The tracking is available for OEM with regular sales volume reporting and in major markets around the world. Check it out and tell us what you think. You can contact Erik@ev-volumes.com, phone +46 733 50 29 47 for questions and suggestions. Erik has joined the EV-volumes team in April and has a background in aerospace supply chain management.
05 July: The xEV Country Share Tracker with the global May data is uploaded to the Data Center.
05 July: The Battery Installation Tracker with May data is uploaded to the Data Center. Another 20,2 GWh of battery capacity were installed in 471 700 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is 205 % higher than for May 2020, which was still impacted by the lock-downs of last year. Worldwide, LG led the months with 6,0 GWh installed in May; year-to-date, LG leads with 22,9 GWh installed (27 % share), CATL is #2 with 19,1 GWh, Panasonic #3 with 13,2 GWh. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) more applications in BYD vehicles, high sales of Baojun and Wuling mini EVs. The share of LFP batteries is 11,5 % in 2021 compared to 5 % in 2020.
02 July: The final global BEV & PHEV & FCEV sales details for May are up-loaded to the Data Center Tool. The global tally stands at 322 700 units BEV, 148 100 PHEV and 1585 FCEVs for May for a total 472 600 units. Year-to-date May 2,05 million EVs were sold, for share of 5,9 % in global light vehicle sales. The update also has the June results in the first 3 countries: Belgium 6739 units +91 % y/y, Sweden 18053 units +177 %, Spain 7273 units +213 %. A new Excel file with diagrams and pivot tables is available among the Data Center files.
27 June: An intermediate update for BEV & PHEV & FCEV sales details for May is up-loaded to the Data Center tool. The numbers are not final yet as Italy results still have estimates. This update adds May sales in many smaller EV markets and for late reported models in China. The tally has grown to nearly 470 000 units BEVs and PHEVs for May. FCEVs had 1585 sales. Final results for May become available around the 30th of June.
20 June: The preliminary global BEV & PHEV & FCEV sales details for May are up-loaded to the Data Center Tool. We still have estimates for some models in Austria, Italy and China and some minor markets are still blank. Otherwise, the tally is complete. The Plug-in vehicle total stands at 467 500 units for May, 202 % higher than in May 2020 (mind the low base) and the 3rd highest ever recorded. The total light vehicle market increased by 34 % y/y in May (6,83m units), meaning that the EV share jumped to 6,8 % compared to 3,0 % a year ago. All regions had triple digit growth rates for EVs. This is likely to continue through June as well. In the 2nd half of the year, growth rates will decline as the numbers compare to the very strong results of 2020 H2. We expect 5,7 million BEV & PHEV to be delivered in 2021, but it could become more.
13 June: The 2nd round of detailed BEV/PHEV/FCEV sales results for May is uploaded to the Data Center. It has the China numbers for most passenger cars, which came in at 190k, 131 % higher than May 2020. We expect the volume to increase by further 10k when LCVs and some late reporting brands are included. EV sales in France were 25 163 in May, +235 %, Canada (5200 units) increased by 92 %, Taiwan 10-folded sales to 1100 units. The global tally for May stands at 333k, but many high-volume markets like Germany, UK, Italy, Japan, Korea are still to be reported. They will increase the global total by another 100k. Growth rates are very high as volumes compare to the low base of May 2020 when many markets were still in partial or complete corona lock-down.
9 June: The overview of EV and Market volume totals for May is uploaded to the list of Data Center files. EV sales continued to exceed total market increases and gained further market share. The combined share in the top-10 EV markets in Europe was 17,8 % in May. For the global top-15 EV markets, the share was 8,3 %.
6 June: The first results for April BEV, PHEV and FCEV sales are uploaded to the Data Center Tool. Growth rates are very high as volumes compare to the low base of May 2020 when many markets were still in partial or complete corona lock-down. Even with this caveat, the uptake is impressive: USA +215 %, Brazil +414 %, Australia +660 %, Belgium +133 %, Denmark +392 %, Ireland +350 %, Norway +132 %, Spain +446 %, Sweden +177 %, Switzerland +189 %.
2 June: The Battery Installation Tracker with April data is uploaded to the Data Center. Another 16,6 GWh of battery capacity were installed in 415 000 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is 218 % higher than for April 2020, which marked the low-point of vehicle sales during the lock-downs of last year. Worldwide, LG led the months with 4,9 GWh installed in April; year-to-date, LG leads with 17 GWh installed (26 % share), CATL is #2 with 15 GWh, Panasonic #3 with 10,3 GWh. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) BYD, Baojun and Wuling. The share of LFP batteries is 12 % in 2021 compared to 5 % in 2020.
2 June: The Global Charging Station Count is updated to the May 2021 status. During the 6 months since November 2020 the global number of public charging locations has increased by 33 %. Note that the number (871 700 in total, globally) considers the number of locations for each connector type. Consequently, the number of locations by connector type, rsp. charging performance is the more relevant information for network density and the availability of vehicle specific charging solutions. The number of connectors is much higher than the number of locations as one GPS location usually provides multiple connectors. In the previous edition we eliminated legacy connector types and household sockets from the data, which have become less and less relevant for public charging. The change is consistent thru the entire historic data and reduces some of the clutter in the diagrams and tabulations.
1 June: The xEV Share Tracker with the global April data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 6,1 % of April light vehicle sales in these 55 markets, which was 3 % higher than a year ago. Hybrids and Mild Hybrids reached 9,5 % compared to 6,8 % in April 2020. Auto markets see a strong recovery after the corona crisis, but are still below the normal level of April sales in most countries. PEV and HEV sales grew 3 times faster than the total market and rapidly increase their share, esp in Europe. Among Hybrids, Mild Hybrids have overtaken Full Hybrids this year. Following the successful launches of affordable 12V systems by Suzuki, Mazda and Mitsubishi, even Japan is now embracing MHEVs and sales have increased 8-fold year-to-date. We have adjusted the 2020 volumes for MHEVs in Japan as these launches happened earlier than assumed.
30 May: The final global April results are uploaded to the Data Center tool. Higher than expected sales in Austria and Italy and additional volume from smaller markets added another 3400 units relative to the preliminary file of last week. The global total stands at 414 100 BEV and PHEV sales, a growth of 243 % over April 2020. The y/y growth was +404 % in Europe, +170 % for China, +310 % in USA and +138 % outside the aforementioned. Year-to-date April BEV and PHEV volumes stand at 1580 200 units which is 166 % more than in the first 4 months of 2020. This compares to a total light vehicle market which improved by +32 % over Jan-April 2020. The global share of Plug-ins reached 5,9 % in April, compared to 3,1 % a year ago. The share in EU+EFTA+UK combined was as high as 15,2 % in April. The data is also available in an Excel file with pivot tables and charts, posted among the Data Center files (log-in required).
23 May: The preliminary global April results are uploaded to the Data Center. Italy and Austria still have estimates for some models, otherwise the data is close to final. The global total for April stands at 410 700 BEV and PHEV sales, a growth of 241 % over April 2020. This includes passenger cars and light commercial vehicles. Year-to-date April, 1577 700 units were delivered, an increase of +166 % over 2020. Growth was strong in all regions, esp in Europe (+400 %) where volumes compare to the low base during the lock-downs of April 2020. As usual, the preliminary results are available in Excel with pivot tables and charts among the Data Center files. This file also has the basic battery shipment update for April.
Please note that the Excel file has new columns for the vehicle architecture (aka platform), and further battery information, like the cathode mix and cathode supplier, the cell type and the energy density. The information is not available for all models, yet, and covers ca 2/3rd of the volume with the current status. We are working on reaching over 80 % in the coming weeks.
21 May: EV-volumes introduces a new tracker tool. We have posted a test version of the xEV OEM Sales Tracker on the Data Center. It covers monthly and quarterly BEV, PHEV, HEV and MHEV sales by OEM and their share in total OEM sales. The tracking is available for all OEM with regular sales volume reporting and in major markets around the world. Check it out and tell us what you think. You can contact Erik@ev-volumes.com, phone +46 733 50 29 47 for questions and suggestions. Erik has joined the EV-volumes team in April and has a background in aerospace supply chain management.
16 May: The second round of April BEV, PHEV and FCEV sales are up-loaded to the Volume Tool. As numbers compare to the low volume base during COVID-19 lock-downs in April 2020, year-on-year growth rates are very high. France 21652 units +1140 %, Netherlands 5243 units +136 %, Norway 11245 units +112 %, Portugal 2350 units +350 %, Poland 1218 units +311 % are back on track this year. BEV and PHEV sales posted higher growth than the recovering vehicle markets, converting to much higher EV shares this year. Model details in China, Japan, Germany, UK, Italy are released with the next update. For the passenger car totals in the top-15 EV markets, please refer to the "April 2021 Early EV Market Results & Forecast" in the list of Data Center files.
12 May: The overview of Early EV and Market volume totals is uploaded to the list of Data Center files. Despite exceptional y/y growth rates for total markets versus the low base of April 2020, EV sales are beating the total market increases and gain further market share. One out of 6 cars sold in Western & Central Europe was a BEV or PHEV in April. The share was 7,5 % on average in the top-15 EV markets.
9 May: The first results for April BEV, PHEV and FCEV sales are uploaded to the Data Center Tool. As numbers compare to the low volume base during COVID-19 lock-downs in April 2020, year-on-year growth rates are extraordinary. Belgium 5911 units, +1230 %, Ireland 1260 units, +1900 % and Spain 4745 units, +2740 % are such examples. In Denmark PEVs increased 319 % y/y, in Finland +186 %, Sweden +125 %, Switzerland +292 %, USA +310 %, Canada +143 %, South Korea +50 %. In all markets, BEV and PHEV sales posted higher growth than the recovering vehicle markets, converting to much higher EV shares this year.
5 May: The Battery Installation Tracker with March data is uploaded to the Data Center. Another 23,6 GWh of battery capacity were installed in 555 500 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of MWh this is 139 % higher than for March 2020. Worldwide, LG led the months with over 6 GWh installed; year-to-date, LG leads with 12 MWh installed (25 % share). The 6 largest cell producers CATL, LG, Panasonic, BYD, Samsung and SK stood for 84 % of all new battery capacity installed. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) BYD, Baojun and Wuling. The share of LFP batteries was 13 % in Q1-2021 compared to 5 % in 2020.
4 May: The xEV Share Tracker with the global March data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 7,0 % of March light vehicle sales in these 55 markets, which was 3 % higher than a year ago. Hybrids and Mild Hybrids reached 10,2 % compared to 7,5 % in March 2020. Auto markets see a strong recovery after the corona crisis, but still trail the normal level of March sales. PEV and HEV sales grow 2-3 times faster than the total market and rapidly increase their share, esp in Europe. Germany is now the second largest EV market after China with a YTD share of 9 % BEVs in new cars sales and another 11 % for PHEVs.
30 April: The final March results for BEV & PHEV sales are uploaded to the DC tool and as an Excel file all details for sales and battery installations. The global total for March sales stands at 554 660 BEVs & PHEVs, 178 % higher than March 2020 and the second highest ever. Q1-2021 sales stand at 1168 640, 147 % higher than Q1-2020. This includes passenger and light commercial vehicles. The number of new Fuel Cell EVs was 2026 units for March and 3730 units for Q1, a 102 % increase over 2020-Q1.
25 April: The preliminary global March results are uploaded to the Data Center. Italy and Austria still have estimates for some models, otherwise the data is close to final. The global total for March stands at 553 400 BEVs & PHEVs, 177 % higher than March 2020 and the second highest ever. Only December 2020 was higher with 593k. Q1-2021 sales stand at 1167 800, 147 % higher than Q1-2020. This includes passenger and light commercial vehicles.
Please note that the Excel file has new columns for the vehicle architecture (aka platform), and further battery information, like the cathode mix and cathode supplier, the cell type and the energy density. The information is not available for all models, yet, and covers ca 2/3rd of the volume with the current status. We are working on reaching over 80 % in the coming weeks.
18 April: The 2nd round of BEV, PHEV and FCEV sales in additional 19 countries is uploaded to the Data Center, including China (up 262 % to 224 300 units). With few exceptions, sales continue very strong in all regions, both, sequentially and year on year. The global total stands at 513 000 BEVs & PHEVs with model sales for Japan, Taiwan, Hong Kong, Austria, Italy and Hungary details still on the way in. Global sales in Q1 of 2021 are estimated 143 % higher than in 2020. This includes passenger and light commercial vehicles.
15 April: Following many client requests, we have resumed the monthly reporting of early EV and passenger car sales totals in the largest EV markets. This is replacing the COVID-19 Market Impact reports of 2020 in a very condensed format. We are also presenting our forecast for the full year of 2021 and want to notify that EV demand is significantly higher than most previous expectations. Following global sales of 3,25 Million BEV and PHEV sales in 2020, we expect the 2021 global total to come in at 5,7 million units, a 75 % increase. The report will be updates monthly and becomes available on the 15th of each month at latest, earlier if possible, depending on the reporting cycles of our sources. 13:30 CET: we posted a new version with the correct market totals for regions outside the Triad and the global totals for 2021.
11 April: The first round of BEV, PHEV and FCEV sales in March is uploaded to the Data Center. March details are available for 17 countries. With few exceptions, sales continue very strong, both, sequentially and year on year. USA up +110 % with broad based gains by all OEMs. Canada still in reverse (-13 % y-o-y) likely related to the retail price cap for EV grants. India up +255 % and poised to reach over 10 000 EV sales this year. Australia recovering from the slump in 2020 H2 with high Tesla deliveries, now partly coming from the China plant. Growth in most European countries remains exceptional, with sales reaching the high levels of October and November last year. Results vs March 2020: Belgium +205 %, Denmark +278 %, Ireland +204 %, Poland +158 %, Spain +300 %, Sweden +123 %, Switzerland +80 %. The only market with a Q4 hang-over is NL due to a reduction in BEV tax incentives for 2021. Further countries have published EV totals and the results are impressive: China NEV passenger car sales reached 212 000 units, an increase of +250 % y/y. UK EV sales (cars) were up +110 % y/y to 39 300 units, EV sales in Germany increased 240 % to 65 700 units. Globally, we are expecting more than 5 million BEV and PHEV sales for 2021, an increase of at least 55 % over 2020.
05 April: The Battery Installation Tracker is now uploaded to the Data Center. Another 11,5 GWh of battery capacity were installed in 279 200 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of MWh this is 133 % higher than for February 2020. Worldwide, LG led the months with over 2,9 GWh installed; year-to-date, CATL leads with 7,0 MWh installed (29 % share). The 6 largest cell producers CATL, LG, Panasonic, BYD, Samsung and SK stood for 86 % of all new battery capacity installed. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups.
05 April: The xEV Share Tracker with the global February data is uploaded to the Data Center. Plug-ins (BEV & PHEV) reached 5,2 % of global light vehicle sales, a sequential decrease compared to the final sprint of Nov/Dec 2020, but already higher than for October last year. Hybrids (HEV+MHEV) reached 9,2 % global share, which is another all-time-high. In Europe, shares nearly doubled for both categories, y/y. Outside Europe, growth was faster for plug-ins. YTD February, BEV volumes increased +136 %, PHEVs +101 %, HEVs +25 % and MHEVs +61 %.
03 April: The final global results for February are uploaded to the Data Center. The global total for February stands at 279 000 units, +136 % higher y/y. YTD February, 610 000 BEV and PHEV were delivered, which is +123 % higher than a year ago. Not yet in this file are the first results for March. We received preliminary totals from USA with over 90 % increase in BEV-PHEV sales for Mach y/y to around 52 000 units. This is a new all-time high for USA and supports our 2021 estimate for 5m global BEV&PHEV sales.
The final February results are available as an Excel file for download as well. This file also has the Battery Installations in MWh capacity associated with the sales volumes. It also has a feature in the “Month by Years” tab where you can see how the YTD SAAR plays out for countries and other filter criteria of your choice. Check it out, but always remember: the SAAR is a calculation based on YTD actuals and past seasonality. It is not a forecast.
28 March: The 4th round of February volumes for BEVs and PHEVs is up-loaded, but they are not final, yet. Volumes for Austria and Korea still have some estimates, Taiwan results are still pending. Otherwise, all countries are covered by now. The global total for February stands at 277 660 units, +135 % higher y/y. YTD February, 609 000 BEV and PHEV were delivered, which is +123 % higher than a year ago. The final results will become available by the end of the coming week.
21 March: The 3rd round of February volumes for BEVs and PHEVs is up-loaded and has the preliminary global results for February. China NEV sales reached 108 000 units incl imports and LCVs, which was 7 times higher than for February of 2020 when only 15k were delivered amid strict lock-downs. Regardless of low bases of comparison, the YTD result in China (+312 %) is very strong and extrapolated to the complete year would mean 4 million sales. Much likely, policy makers will stifle any signs of overheating by further subsidy cuts, as they did in 2019 H2. CAAM is expecting only 1,8m for 2021; we expect at least 2m. In Europe (Western & Central), plug-in sales increased by +66 % in February y/y, following +49 % in January. The Europe SAAR is now trending towards 2,2 million, but may get lower as some countries reduce grants, like the UK did last week, effective immediately. UK sales for February had increased +37 % y/y, following +137 % for the entire 2020 vs 2019. Please note that February results in Austria and Hungary are still estimates. The global total for February stands at 277 500 units, +135 % higher y/y. YTD February, 609 000 BEV and PHEV were delivered, which is +122 % higher than a year ago.
The preliminary results are available as an Excel file for download as well. The file has a feature in the “Month by Years” tab where you can see how the YTD SAAR plays out for countries and other filter criteria of your choice. Check it out, but always remember: the SAAR is a calculation based on YTD actuals and past seasonality. It is not a forecast.
14 March: Additional results for February BEV, PHEV and FCEV sales are uploaded to the Data Center Tool. The y/y growth rates: Israel up +84 %, Brazil +113 %, Mexico +30 %, India +397 %, Russia +141 %, all from small bases. Canada still in reverse with -17 % y/y and a backlash in Japan with -24% from a strong Feb 2020 result. USA was up +123 % y/y in February. Australia finally showed growth (+65 %) with higher sales of Porsche, Mercedes and Volvo. Europe markets continued strong: Germany posted 40 900 plug-in sales (+145 %), again a higher monthly volume than in USA. The details for UK are still pending; totals for February in UK were up +40 % for BEVs and +52 % for PHEVs in a total car market that was -35,5 % lower than Feb 2020. China’s detailed results are likely coming with the next update; NEV totals are reported at around 110 000 units which is 7 times the volume of Feb 2020, when China was in strict COVID-19 lock-downs. NEV sales were more than twice the volume of Feb 2019, while total vehicle sales (1,455m) were still below the Feb 2019 result.
9 March: The Battery Installation Tracker is now uploaded to the Data Center.
8 March: The xEV Market Share Tracker with the January results in 51 markets is uploaded to the Data Center. Plug-ins (BEV & PHEV) reached 5,4 % global market share, which compares to 2,56 % in January 2020. January is usually the weakest month of the year, but shares are already above the 4,2 % for the 2020 world total. Europe continues to lead with 11,6 % PEV share and 15,7 % HEV + MHEV share in January, for Western and Central Europe.
6 March: The final global January results for BEVs, PHEVs and FCEVs are uploaded to the Data Center tool. The global total for January was 330 000 units, incl 650 FCEVs, +112 % higher than for January 2020. The file also includes the first results for February in USA +124 %, Norway +22 %, Sweden +48 %, Netherlands -16 %, Belgium +94 %, Spain +11 % and Switzerland +67 %. The German KBA has released the February BEV passenger car totals (18300, +124 %) and PHEVs (21900, +162 %) with detailed model sales becoming available next week. The total German car market was -19 % below last year. The February totals in UK were up +40 % for BEVs and +52 % for PHEVs in a total car market that was -35,5 % lower than Feb 2020. EV sales stay resilient to yet another downturn in car markets amid corona lock-downs. The numbers are also available in Excel in the list of databases.
28 February: The preliminary global January results for BEVs, PHEVs and FCEVs are uploaded to the Data Center, for the Volume Search Tool and as an Excel Database. Except for estimates on model level in Italy (BEV and PHEV totals match actual results) the tally is close to final. Global growth was a strong +111 %, partly because the numbers compare to a relatively weak January 2020 in China. EV sales in Europe increased by +49 %, with Germany (+124 %) continuing as the main contributor. Japan (+35 %) is back to growth with higher sales of new, domestic models Honda e and Mitsubishi Eclipse PHEV. Korea posted +60 % y/y, all import driven as sales of domestic Hyundai-Kia continue to decline. A total of 327 600 BEVs & PHEVs were delivered in January, by far the highest January result ever. 67 % of sales were pure electric BEVs. The number delivered FCEVs was 15 units.
The global January light vehicle market was up +2 % driven by year on year increases in China, Japan and Korea. Europe sales plunged by -24 % compared to the pre-pandemic January 2020 and sales in USA were down by -3 % y/y. EV sales continue to outperform total markets and gained further market share; 4,9 % in January 2021 compared to 2,4 % in January 2020. The EV share for the entire 2020 was 4,2 %.
21 February: January results for further countries are uploaded to the Data Center, including Germany (+124 % y/y incl. LCVs), UK (+38 %) and France (+1%). Excluding still pending Italy and Hungary the growth in Europe for January was +47 % compared to January 2020. After years of decline Japan finally shows a +35 % increase with the introduction of a BEV subsidy for this year. No full details from China, yet. The NEV total was around 180 000 for January, a y/y increase of +230 %, partly explained by the timing of the Chines new year festivities, which started in January 2020 and in February this year. Tesla delivered 15 500 Model-3 MIC in China in January, which was 8000 units lower than for December. However, the company built 8000 RHD Model-3 with LFP batteries in Shanghai, which will show up in February sales in Australia, NZ, UK, Japan. Hopefully, we have the complete China data-set in the coming update by the end of the coming week.
13 February: January results for further 11 countries and uploaded to the Data Center tool. The highlight is India where sales grew 16-fold compared to January 2020 by sales of the Tata Nexon small SUV. The total for January was only 1000 units, but still. Canada still in reverse with limited supply of European PHEVs and the Tesla Model-Y. The global total for 2020 is 1900 units up vs the previous file from inclusions of certified volumes in Hungary and Poland. Also, we have included rows for the China made Tesla Model-3 which is exported to 13 Europe markets, with 4080 sales in December. This reduced the volumes of the USA made versions, the total for Model-3 is unchanged.
07 February: The January sales results for the first 13 countries are available in the Data Center tool. With few exceptions the year-on-year growth continues. PEV volumes in USA are up +70 % and most Europe markets continue at double-digit growth. The %-growth rates are lower than in Q4-2020, as volumes compare to the relatively strong results of January 2020.
03 February: The Battery Installation Tracker is updated to the December 2020 status. Another 26 GWh of battery capacity were installed in 591 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 109 % higher than for December 2019 and the highest monthly capacity ever. The 2020 global total was 139 GWh, a 39 % increase over 2019. Among battery cell suppliers LG was the big winner with a 24 GWh increase to 36,5 GWh installed in BEVs and PHEVs around the world, a 195 % increase. The 2019 leader Panasonic did not follow its main customer Tesla to China and posted a 2 % decrease y/y to 29,4 GWh. CATL installed 16 % more than 2019, compensating decreasing demand from Chinese brands by a contract for the Tesla Model-3 (MIC). Samsung SDI, SK Innovation and CALB posted healthy % gains, too. The battery supplier landscape has further consolidated, 15 smaller battery suppliers in China, have lost over 70 % of their volume and the global top-10 suppliers now stand for 94 % of all cell deliveries.
02 February: We have new, more accurate info for the battery type split in the MIC Tesla Model-3 in Oct, Nov, Dec. A new BEV & PHEV file is uploaded with the 2 Feb date.
02 February: The xEV Country Share Tracker is uploaded with the worldwide December and full year 2020 data. The Share Tracker covers the top-50 xEV markets where we obtain BEV, PHEV, HEV, PHEV and total market sales on a monthly basis. December plug-ins sales (BEV & PHEV) reached 7,6 % combined in the top-50 markets (4,2 % of all markets), another all-time-high. Hybrids (HEV+MHEV) reached 7,2 %. Shares and growth were highest in Western & Central Europe where 20,6 % of new Passenger Car & LCV sales were plug-ins and 12,7 % were hybrids. One of 7 new car sales in W&C Europe were BEVs in December. It was the final sprint to reach the CO2 mandated for 2020. For the year, PEVs reached 4,5 % in the top-50 markets (4,2 % of all markets) and HEVs + MHEVs reached 7,1 %. For the EU and EFTA countries combined, the PEV share was 10 % and Hybrids reached 11 % of new light vehicle sales. A common observation is that xEV share in passenger cars is 10 times higher than in LCVs. We hope you will like the additional tabulations and diagrams for XEV share rankings and XEV sales.
29 January The final BEV, PHEV and FCEV sales for 2020 are uploaded to the Data Center Tool. An Excel file will follow later today. On global sales of 3,24 million EVs, 69 % were BEVs and 31 % PHEVs. The global EV share was 4,2 %. For the production location of these sales: 1,15 M were made in Europe, 0,5m in North America and 1,6m were made in the Asia- Pacific region (China, Korea, Japan). While USA, Mexico, South Korea and Japan were net exporters of EVs, Europe sold more EVs (1,4m) than it produced. China exported 33 500 units and imported 28 900 units.
22 January: The preliminary December and 2020 totals are uploaded to the Data Center as an Excel file and is available in the Retrieval Tool as well. The data is preliminary as it has estimates for some models in a few markets which become available in a week from now. As indicated earlier December brought in over 590 k of BEV and PHEV sales, 593k to be precise. The global total stands at 3241 800 units BEV+PHEV, an increase of 43 % over 2019. Plus another 8400 FCEV, an increase of 10 % over 2019. Within the growth of 978 000 additional sales worldwide, 806 000 were generated in Europe, for a total of 1395 000 sales. This was more than in China - for the first time since 2015.
19 January: The Global Charging Station Count is updated to the November 2020 status. During the 6 months since May 2020 the total number of public charging locations has increased by 20 %. Note that the number (641 500 in total, globally) considers the number of locations for each connector type. The number of connectors is way higher as one location can provide multiple connectors. We have eliminated legacy connector types and household sockets from the data, which have become less and less relevant for public charging. The change is consistent thru the entire historic data and reduces some of the clutter in the diagrams and tabulations.
17 January: The 2nd round of December sales for BEV, PHEV and FCEV are uploaded to the Data Center. UK and Austria are still pending, otherwise the largest markets are covered. China came in with 239 000 units, which was 10k lower than expected, but could still increase from late reported entries. For the global total of December we are now expecting over 590 000 deliveries, bringing the 2020 total to over 3,2 million units.
09 January: December and full year results for 2020 for the first 20 countries are up-loaded to the Data Center Tool. December had the final sprint in Europe, with new records for volumes and growth in many markets. In Germany alone 81 500 BEV & PHEV were registered, for a share of 26 % in car sales. BEVs had 14 % market share. Growth over December was over 600 % and 250 % for the year. The 2020 total was 396 700 units making Germany the world's 2nd largest EV market after China. More results: USA 48 600 units +25 % for December and 329 000 units +4 % y/y for 2020. France 37 100 units +375 % for December and 193 250 units +182 % for the year. Norway +194 % in Dec (87 % of new reg's were BEV&PHEV) and +33 % for 2020. Sweden +267 % in Dec and +131 % for 2020. Netherlands +35 % / +33 %, Italy +736 % / +234 %, Belgium +283 % / +167 %, Spain + 494 % / +126 %, Switzerland +103 % / 92 %, Denmark +545 % / +246 %. The global total for December is trending towards 580 - 590 000 units now, with 2020 totals around 3,2 million BEV and PHEV sales.
03 January 2021: The Battery Installation Tracker is updated to the November 2020 status. Another 17,3 GWh of battery capacity were installed in 428 600 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 111 % higher than for November 2019 and the highest monthly capacity ever. LG, Samsung and SKI stand for most of the increase, while volumes for Panasonic are declining. Tesla is diversifying their battery supply and uses LG and CATL cells for the Model 3 made in China. This also means that the NMC chemistries now stand for over 70 % of all installations and NCA lost share. The Tracker has a new feature for battery size per vehicle. I shows the BEV and PHEV battery sizes as a sales weighted average over a period of 4 years, the latest 2 years by month. The results can be filtered by a large number of criteria like vehicle segments, brands and sales regions. As all kWh numbers are sales weighted, they are very sensitive to changes in the sales mix of regions and segments. We recommend to drill down into segments, regions and OEMs if high level statistics appear to be counter-intuitive. Do contact us for guidance if numbers still don't make sense.
02 January 2021: The xEV Country Share Tracker is uploaded with the worldwide November data. Plug-ins (BEV & PHEV) reached 6 % of global light vehicle sales, another all-time-high. Hybrids (HEV+MHEV) reached 7,2 %. Growth and shares are highest in Western & Central Europe where 13 % of new Passenger car & LCV sales were plug-ins and 12,1 % were hybrids. For the first time in Europe plug-ins sold in higher numbers than non-chargeable hybrids. Also in China the recovery of NEV sales is progressing fast; the NEV share reached 7,7 % of light vehicle sales after 6,4 % in October and 4,2 % one year earlier.
31 December: The final global sales results for BEVs and PHEVs in November are uploaded to the Data Center Tool. The total grew from 416k to 428 400 units, which is 128 % higher than in November 2019. The Europe total for November was 170 400 units, 195 % higher than for Nov 2019 and China increased to 209 000 units. Germany is the second largest market for PEVs now, and by a healthy margin. November sales were nearly 60 000 units, over 5 times the Nov 2019 volume. USA disappointed by only 33 000 sales in November, 2/3rd by Tesla. YTD, sales in Germany stand at 315 000 units BEV and PHEV, half of that still PHEVs. With one month to go, the global total stands at 2638 100 units and we expect the year to finish around 3,1 million BEV+PHEV.
27 December: The latest forecast for 2020 (COVID-19 Impact) is uploaded to the Data Center file catalog. It is now safe to say that BEV & PHEV sales will reach around 3,1 million in 2020, which is ca 38 % higher than in 2019 and satisfyingly close to our predictions throughout this strange year of 2020. For Europe it was the breakthrough towards mass adoption of EVs in many countries, even if the share of pure electric cars (55 %) is much lower than in other regions. Germany is now the 2nd largest market for EVs, world-wide. Larger than USA, where only Tesla saved the EV market from a major decline, increasing its sector share to over 60 %. Since July, also China is back to rapid growth of NEVs, following 12 months of contraction mode. In terms of global market share EVs will reach around 4,1 % in 2020, an increase of 1,6 %-points from 2019. Never let a good crisis go to waste (Churchill).
20 December: The preliminary global sales results for BEVs and PHEVs are uploaded to the Data Center, both, in the Volume Tool and as an Excel file. The data is 98 % complete, but has estimates for PHEVs in Italy, imports and LCVs in China, plus results for some of the smaller markets are pending. The Europe total for November was nearly 200 % higher than for Nov 2019 and China came in higher than expected with 202 000 units. Germany is the second largest market for PEVs now, and by a healthy margin. November sales were nearly 60 000 units, over 5 times the Nov 2019 volume. USA disappointed by only 33 000 sales in November, 2/3rd by Tesla. YTD, Sales in Germany stand at 315 000 units BEV and PHEV, the majority still being PHEVs. The global tally stands at 416 000 units for November (incl. 631 FCEVs), which is a new all-time-high. We expect December to increase further, bringing the 2020 total to ca 3,1 million units.
13 December: The sales results in the first 18 countries are uploaded to the Data Center Tool. PEV volumes USA grew by 27 % y/y, while Canada was down 8 %. In Europe the increases continue at an aggregated +200 % year-on-year, despite increasing restriction on public life amid the COVID-19 resurge. In Germany, where the complete details are yet to be reported, BEV sales totals were ca 5 times higher than in November 2019. China NEV totals are in the 180 000 range, double the Nov 2019 numbers. China details by model to be reported in the 2nd or 3rd round of updates.
08 December: The Battery Installation Tracker is updated to the October 2020 status. Another 14,5 GWh of battery capacity were installed in 358 100 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of MWh this is 127 % higher than for October 2019 and the 2nd highest ever. While the number of units was only 900 lower than in September, the mix shift to PHEVs in Europe, together with higher sales in small and compact car segments, pulled the MWh figure down more than sales would suggest. Worldwide, CATL led the months with nearly 4 GWh installed; year-to-date, LG leads with 24,6 MWh installed (26% share), followed by Panasonic (21 MWh, 22 %) and CATL (19,7 MWh 21%). Compared to last year, LG posted the highest increase in MWh volume. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups.
04 December: The xEV Country Share Tracker is uploaded with the worldwide October data. Plug-ins (BEV & PHEV) reached 5 % of global light vehicle sales for the first time. Hybrids (HEV+MHEV) reached 7,1 %. Growth and shares are highest in Western & Central Europe where 11,5 % of new car & LCV sales were plug-ins and 13,8 % were hybrids.
03 December: The final October sales for BEVs, PHEVs and FCEVs are uploaded to the Data Center Tool. An Excel version will follow in a few hours. The October global total was nearly 358 000 units BEV & PHEV, plus 880 units FCEVs. This is only 800 units less than the previous record month September and 132 % higher than for October 2019. All regions are back to fast growth now and 3 Million units for 2020 are within reach.
27 November: The xEV Country Share Tracker is re-loaded. We discovered an error in the mekko chart for September, which still had the August data. This is now corrected to September data. The October data update of the tracker becomes available early next week.
26 November: The Excel database with the preliminary, global October PEV sales is uploaded now. The data has some estimates for LCVs and imports in China and some minor markets are still to be reported. Otherwise close to final. The global total stands at 352 000 unit, the 2nd highest ever recorded. The online volume retrieval too is updated as well.
22 November: The 3rd round of October volumes is uploaded to the Data Center Tool. They include China +120 % (!), Germany +300 % and France +196 %. Even Japan is finally showing a y/y gain with +16 %, the first time since 8 months. China numbers still exclude LCVs and imports. The global tally currently stands at 308 000 units, with volumes for UK, Italy, Portugal, Austria, Hungary and some smaller markets still to be reported. October could become another record month, following 346k in September. With demand growing fast in all regions now, global growth for October is over 100 %, the highest in the last 58 months. YTD 19 % more BEVs and PHEVs were sold compared to 2019 Jan-Oct. Global sales of 3 million units for the entire 2020 are within reach. Also check our COVID-19 Impact assessment #8 for details how the last 2 months of the year are likely to play out. It is available as a pdf-file in the Data Center.
19 November: Edition #8 of the COVID-19 Impact on EV sales was uploaded on Thursday.
15 November: Upload of the second round of BEV, PHEV & FCEV sales results for October
08 November: Upload of the first round of BEV, PHEV & FCEV sales results for October
06 November: The Battery Installation Tracker is updated to the September 2020 status. Another 16 GWh of battery capacity were installed in 358 300 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 93 % higher than for September 2019 and a new all-time-high driven by fast PEV volume growth in all regions. Year-to-date, LG leads in terms of MWh installed (20,3 MWh, 25% share), followed by Panasonic (19 MWh, 24 %) and CATL (18 MWh 22%). Compared to last year, LG posted the highest increase in MWh volume. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups.
05 November: The xEV Market Share Tracker is updated to the global BEV, PHEV, HEV and MHEV sales for September. For most markets it now includes Light Commercial Vehicles, which can be selected separately, or de-selected to show Passenger Vehicles, as before. We hope this will add to the understanding of the emerging e-LCV segment. In terms of segment share, LCVs are still far behind the EV adoption within Passenger Vehicles, despite similar incentives. Few compelling choices were available, so far, but this is now changing. For Passenger Cars, September brought further all-time-highs in sales and market shares for Europe. Also sales and shares in USA and China are rapidly improving from the slump during the 1st half of 2019.
31 October: The final round of September PEV volumes is uploaded to the Data Center Tool. An Excel version is available as usual, among the list of databases. September PEV volumes finished at 358 100 units, which is 93 % higher than September 2019 and the highest monthly ever recorded. Year to date, nearly 1850 000 PEVs were delivered, the gain vs 2019 now stands at +17 %. All regions have returned growth now, Japan is the only market with persistent declines. The Y-o-y growth rates for September were: China +72 %, USA +46 %, Europe +163 %, Japan -39 %, Other +38 %. Q4 is usually the best quarter for PEV sales and we expect over 1 million deliveries in Q4-2020.
25 October: The 3rd round of BEV, PHEV and FCEV sales for September is uploaded to the Data Center. The data still has estimated for many PHEV models in UK, but the BEV-PHEV totals for UK are the correct ones. For China, the file has estimates for imports and LCVs. The estimates are replaced by actuals in the final round in ca one week. Growth remains very strong in Europe, +160 % and now China as well as USA are showing much higher volumes y/y. The Global September result stands at 357 800 units, which is 93 % higher than September 2019 and the highest monthly ever recorded. There is also an Excel version of the current status with global, preliminary September data, as usual.
10 October: The first 27 markets with BEV, PHEV and FCEV sales by model are uploaded to the Data Center tool. The rapid growth of PEV sales continues in most markets around the world. September results got a further boost from high end of quarter Tesla deliveries and the roll-out of the new VW ID.3 in Europe markets. Growth rates for September year-on-year: USA +49 %, Canada -17 %, South Korea +188 %, Taiwan 34-fold, Belgium +218 %, Denmark +231 %, Finland +166 %, Ireland +461 %, NL -3 % (vs an exceptional Sep 2019 result), Norway +77 % with BEV share reaching 61 % of new car sales, plus 20 % for PHEVs. A new record for EV adoption. PEV sales in Sweden were up +175 %, with BEV+PHEV share reaching 34 % of new car sales. Switzerland increased 131 %.
06 October: The Battery Installation Tracker is updated to the August 2020 status. Another 10,9 GWh of battery capacity were installed in 250 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 57 % higher than for July 2019 driven by fast volume growth in Europe. Also volumes in China are growing again. August MWh installations were 4800 MWh, 44 % higher than August 2019.
04 October: The xEV Market Share Tracker is updated to the global BEV, PHEV, HEV and MHEV sales for August. For most markets it now includes Light Commercial Vehicles, which can be selected separately, or de-selected to show Passenger Vehicles, as before. We hope this will add to the understanding of the emerging e-LCV segment. In terms of segment share, LCVs are still far behind the EV adoption within Passenger Vehicles, despite similar incentives. Few compelling choices were available, so far, but this is now changing with e.g. the broad rollout of all-electric Vans from PSA by all 4 brands, based on common component sets including 50 kWh, alt. 75 kWh batteries. New concepts by start-ups like Arrival are in the making. The LCV segment is a space to watch.
02 October: The Excel file with final global BEV, PHEV, FCEV sales results for August s now available for download. Since the July edition, the file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the Battery Shipment information to this file, which is based on the vehicle deliveries. Finally, we have started to collect the battery information for energy density (ED), the NMC chemistry mix (8:1:1, 5:3:2, etc) and for the cathode supplier. for a number of EV models. The info is not complete, but you can view the so far available data by placing the fields into the pivot tables for Vehicle Specs and Battery MWh.
02 October: The final results for BEV, PHEV and FCEV sales are uploaded to the Data Center tool. The global total was 250 000 units, including 830 FCEVs. The BEV / PHEV split for plug-ins was 70 % / 30 %. The PHEV share was 5 % higher than 12 months ago from high demand in Europe. China NEV sales summed up to 107 600 units including imports and LCVs (+37 % y/y), which was higher than for Europe where August is the main vacation period and weakest month for auto sales.
25 September: A minor update to BEV and PHEV volumes bringing the total to 250 080 units. The global EV market share was 3,9 % in August and as high as 11 % in Western & Central Europe. Volvo is ramping up the Polestar 2 BEV, which contributed with 2400 units in its 2nd month of sales. The first real contender, globally, for the Tesla Model-3, which had over 40 000 sales in August. Other successful models in the Model-3 category, the GAC Aion S and the BYD Qin Pro are sold in China only and have volumes of 3-4k per month.
19 September: We have uploaded an Excel file with the preliminary global BEV, PHEV, FCEV sales results for August. The data has estimates for Italy, Poland and late reported models in China. Also are some of the smaller markets still missing. The final totals may become around 2000 units higher. The global total for August now stands at 247 600 units, which is the 2nd highest year-to-date and the best August ever. Year-on year growth was 57 % in August and the year-to-date deficit has turned into +2 % gain compared to January-August last year. The file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the preliminary Battery Shipment information to this file, which is based on the preliminary vehicle deliveries.The web-tool has the same volumes uploaded in simplified form, as usual.
16 September: The 7th edition of our COVID-19 Impact Report is now on the Data Center for download. It has preliminary August totals for markets and EVs, plus forecast revisions for the 2020 full year totals by months and regions. Last month's developments were positive, again, esp for EVs in Europe. Let us know if you have questions or comments.
11 September: The August sales results for plug-ins are uploaded for another 22 markets. Not for China and the Big-4 in Europe yet, as we don't want to publish partial data by model for a market. We have the totals and they are around 107k for China (best August ever), 33 200 in Germany (+308 %), 11 900 in France (+208 %), 3500 in Italy (+312 %) and 8700 in UK (+108 %). In DE, FR, IT the numbers are for passenger cars, In UK they include LCVs.
7 September: The sales data upload of last Friday had a bug related to 1000 separators. This is now fixed and we apologise if you had problems with the data display. Todays download has the August sales results in the first 12 countries. USA, 28 600 units, increased 4 % y/y, with Tesla standing for 67 % of all plug-in vehicle sales. Sales in Europe continue strong with 212 % y/y increase in Belgium, 56 % in Ireland, +76 % in Netherlands, +29 % in Norway, 146 % in Spain and 171 % in Sweden.
6 September: The Battery Installation Tracker is updated to the July 2020 status. Another 10,2 GWh of battery capacity were installed in 252 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 72 % higher than for July 2019 driven by fast volume growth in Europe. The significance of Europe production within the global battery demand has increased. 25 % of worldwide battery installations went into Europe built EVs during 2020 H1, compared to 14 % in 2019. In July, 41 % of worldwide EV output came from Europe production, compared to 22 % a year ago.
4 September: The xEV Country Share Tracker is updated with the global July results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in 50 individual countries. Western economies continued to recover from COVID-19 lockdowns and xEVs (BEV, PHEV, HEV, MHEV) posted an all-time high for global volumes reaching 12,4 % market penetration. In Western & Central Europe the xEV share reached 20 %. Since June, the Share Tracker has a new feature: A new sheet "xEV Shares YOY" showing the market share data for the latest month and the year-to-date results in comparison to the previous year. The very compact table format allows the comparison of multiple markets and sales regions. Another tabulation "xEV Growth" shows the volume growth rates for each xEV type, by country/region.
3 September: The Excel file with final global BEV, PHEV, FCEV sales results for July is now available for download. The file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the Battery Shipment information to this file, which is based on the vehicle deliveries. Finally, we have started to collect the battery information for energy density (ED), the NMC chemistry mix (8:1:1, 5:3:2, etc) and for the cathode supplier. for a number of EV models. The info is not complete, but you can view the so far available data by placing the fields into the pivot tables for Vehicle Specs and Battery MWh.
3 September: The final July numbers are uploaded to the Data Center tool. The global total summed up to 252 600 units, which is 72 % higher than for July last year. For the month and also YTD, more BEVs and PHEVs were sold in Europe (116k, YTD 530k), than in China (97k, YTD 484k). I follow up with an Excel file for the data within shortly.
26 August: We have uploaded an Excel file with the preliminary global BEV, PHEV, FCEV sales results for July. The file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the preliminary Battery Shipment information to this file, which is based on the preliminary vehicle deliveries. The global total for July stands at 252 600 units, which is the highest year-to-date and the best July ever. Year-on year growth was 71 % in July and the year-to-date deficit has come down to just -4 % compared to Jan-July last year. The web-tool has the same volumes uploaded in simplified form, as usual.
21 August: The third round of detailed BEV, PHEV and FCEV sales results is uploaded to the Data Center Tool. Austria and LCVs in China are still pending, they can add another 8000 units to the tally, plus some volume in minor markets. Some numbers in France are estimates as we do not expect the complete numbers before next month due to the vacation period. It is already clear that July was the best month ever for plug-ins in Europe, with ca 200 % growth over July 2019. PHEVs outsold BEVs for the first time since August 2018. The July y/y growth rates for major European markets were: Germany +278 %, Norway +49 %, France +265 %, Sweden +180 %, NL and Italy both 133 %, Switzerland +102 %, Spain +190 %, Belgium +265, UK +245 %, Portugal +85 %, Denmark +439 %, Finland +234 %. Even countries without additional green recovery incentives posted record growth rates, witnessing about the rapid increase in awareness among vehicle buyers and much more attractive product portfolios from OEMs and at auto-dealers. The market share of BEVs + PHEVs was close to 8 % for Europe. This time it was without much help from Tesla, which had very low deliveries of just around 1000 units in Europe, due to depleted inventories / pipeline after the 7 week COVID-19 shut-down in Fremont during April and May.
21 August: The 6th edition of our COVID-19 Impact Report is now on the Data Center for download. It has preliminary July totals for markets and EVs, plus forecast revisions for the 2020 full year totals by months and regions. Last month's developments were positive, esp for EVs and for Europe. Let us know if you have questions or comments.
16 August: The results for additional 16 markets are up-loaded to the Volume Retrieval Tool, including the volumes for domestic cars in China. NEV sales are improving, now comparing to the weak 2nd half of last year. The growth is 44 % fo the portion which we collected in China (93k) and July 2020 will be the best July for NEVs ever. Canada volumes, including some estimates, were 18 % below last year. Australia increased by 16 %. The available detailed results for the European markets confirm the high growth rates of the initial totals, see comments from 8 August.
8 August: The 1st round of July results are uploaded to the Data Center tool. Vehicle markets are pulling out of the corona crisis and the beacon in July is Europe. Preliminary results available for total markets indicate a deficit of only around -1 % versus July last year. For the EV sector the share increases of previous months got amplified by high pent-up demand and additional EV incentives. The combined growth of EV sales in the top-10 EV markets in Europe was over 200 %, i.e more than 3-fold in volume compared to July 2019. Belgium increased +265 %, Spain +190 %, Sweden +180 %, Switzerland +102%, Norway +49 %. In other markets, where we have the passenger car totals, but not the details yet: Germany + 306 %, UK + 270 %, France +293 %, Italy +178 %. July will pass the 100 000 unit mark for the first time in Europe and our expectation is 100k and more in each month for the rest of the year.
5 August: The xEV Country Share Tracker is updated with the global June sales results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. While Western economies were still severely impacted by the COVID-19 lockdowns, Plug-ins posted an all-time high for volumes and reached 7 % market share in Europe. Also Hybrids reached an all-time high, with healthy growth in all regions and MHEVs standing for most of the increases, y-o-y. The Share Tracker has yet another new feature: A new sheet "xEV Shares YOY" shows the market share data for the latest month and the year-to-date results in comparison to the previous year. The very compact table format allows the comparison of multiple markets and sales regions.
3 August: The Battery Installation Tracker is updated to the June 2020 status. Another 10,6 GWh of battery capacity were installed in 242 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 24 % lower than for June 2019 amid the COVID-19 lockdown effects on EV sales, which were 19 % lower. The significance of Europe production within the global battery demand has increased. 25 % of worldwide battery installations went into Europe built EVs during 2020 H1, compared to 14 % in 2019. The share of China, USA and Korea build EVs decreased, particularly for China. a shift of demand to Europe also means more PHEV packs in the mix, which explains the faster decline of MWh installations, compared to unit sales.
31 July: The final, global June results for BEV, PHEV and FCEV sales are available on the Data Center. The global total stands at 241 600 units, which is the highest for this year, yet, 19 % below June 2019. USA sales were still heavily impacted by corona related restrictions, which are most stringent in some of the states where EVs sell best, eg in California. For China this update includes additional 1048 units from a newcomer, the Wuling HongGuang Mini, an ultra-cheap 3-meter-car from the GM affiliate Wuling, starting at 30 000 RMB after a small subsidy. With 100 km/h top speed and 170 km range it is more a viable alternative to the infamously popular Low-Speed-Vehicles, than a real A00 contender. It is said to have 30 000 pre-bookings. Europe posted a new all-time-high for monthly EV sales in the aftermath of corona lock-downs, 96 000 units, +89 %, in a light vehicle market that contracted by 23 % y/y. Growth will remain strong in Europe as several countries introduce additional EV incentives in July. There is a new Excel version with the final June results in the list of databases.
24 July: The 4th round of June BEV, PHEV and FCEV sales is uploaded and results are close to final. Some minor markets are still missing and some late reported entries in China may be added in the final numbers. These preliminary May results are available in an Excel version as well. The global total, 239 000 units, was 20 % below June last year, due to reductions in China (-49 % vs an inflated June 2019) and North America (-23 % in a total market still depressed by COVID-19). At least, June results in China were 25 % higher than in May and exceeded the 2018 volume for the first time since January. Outside China and North America, growth was very strong, given that most vehicle markets are still recovering from the corona crisis. Plug-in sales increased by 89 % y/y in Europe, while total light vehicle sales were 24 % below June 2019. PHEVs increased much faster (+226 %), than BEVs (+41 %). France became the largest market in Europe with 22 500 sales and 233 % y/y growth, as additional recovery incentives became available in June. Germany was 2nd largest with 19 200 registrations and 111 % growth, with additional EV incentives becoming effective in July.
19 July: The 3rd round of BEV & PHEV sales results is uploaded to the Data Center tool. The update includes most sales from domestic production, including nearly 15 000 Tesla Model-3. The China tally stands at 89 600 for June, so far, with imports, late reported newcomers and LCVs still to be added. It is already clear, however, that the June 2020 result is only half of the June 2019 number, which was inflated by purchased pulled ahead prior to subsidy reductions in July 2019. Better news from Europe: We are still collecting the details for UK, Italy, Austria and some smaller markets, but preliminary data indicate over 90 % y/y growth for June sales in Europe, despite still depressed total vehicle markets.
14 July: The 2020 forecast in our COVID-19 Impact Report is now on the Data Center for download. It has preliminary totals for markets and EVs, plus forecast revisions accordingly. Let us know if you have questions or comments.
13 July: The 2nd round of June volume is uploaded to the Data Center. USA posted a healthy increase over May, with 27 500 units, +12k. The best month of the year, so far, but still 23 % below June last year. High end of quarter sales of Tesla played a big part in the May to June increase, but also EV sales from other brands recovered further from the low-point in April. Europe sales are consistently over-performing the total light vehicle markets. June numbers are uploaded for many of the smaller markets, but not for the big-4 yet. High level results for Europe's 10 largest EV markets indicate over 90 % y/y increase of EV sales in a total car market down 24 % compared to June 2019. The EV market share is approaching 8 %, while the extra EV incentives from the green recovery programs have not even started yet, in most countries. Amidst the car market melt-down, 2020 becomes the breakout year for EVs in Europe.
9 July: The Battery Installation Tracker is updated to the May 2020 status. Another 6,5 GWh of battery capacity were installed in 151 500 BEVs & PHEVs (Light Vehicles) around the world. This is 23 % lower than for May 2019 amid the COVID-19 lockdown effects on EV sales, which were 21 % lower. The higher losses for battery volumes compared to vehicle volumes relate to higher share of PHEVs the in Europe sales mix. The Battery Tracker has new features for the display of the monthly data by interactive charts. It also has a new table for the battery size trend, which can be filtered by vehicle and geographic criteria.
7 July: The xEV Country Share Tracker is updated with the global May sales results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. Western economies were still severely impacted by the COVID-19 lockdowns. Plug-ins held up better in Europe than the total car market, but in other regions they followed the market decline. MHEVs continues to rise in most markets. The Share Tracker has a new feature with year-on-year and year-to-date growth tabulations, for the xEV segments and the total car market. It helps to better understand the impact of the crash and recovery on the adoption of BEVs, PHEVs, HEVs and MHEVs.
5 July: The final, global BEV, PHEV, FCEV sales results are uploaded to the Data Center tool. We also issue a new Excel file with the final data. 151 800 units were delivered, 21 % less than May last year. Vehicle markets continued to be depressed by the corona crisis, with -33 % lower volume y/y in May. Relative to the market downturn, EVs over-performed in Europe and underperformed in Asia and North America. The first results for June are available, too and they are positive: Sweden +83 % y/y, Belgium +118 %, Spain +24 %, Denmark +136 %. Total markets showed smaller losses than in May, but the recovery is still uneven.
28 June: The 4th round of May sales is uploaded and results are close to final. Some minor markets outside Europe are still missing and some late reported newcomers in China may be added in the final numbers. Mentioning newcomers, the first EV with solid state batteries had its sales start in China, the Enovate ME7, a mid-size SUV. The battery comes from ProLogium in Taiwan. These preliminary May results are available in an Excel version as well.
22 June: We discovered an error in the 21/6 upload for the USA Tesla volumes for April and May. The numbers are now back to the original values of the previous upload of 14 June. Apologies for any trouble this has caused.
21 June: The 3rd round with May sales is uploaded to the volume search tool, with results for Germany and several smaller markets. In Germany, EVs increased by 54 % compared to May last year, in a total market that was down 50 %. PHEVs developed particularly strong with 110 % increase over last year. The detailed results for UK, Italy and Austria are still pending and we are holding off the Excel database for some more days, until all the major markets are captured.
14 June: The second round of May BEV, PHEV & FCEV sales is uploaded to the Data Center. Among the 38 markets reported so far, 20 markets shower sales increases versus May 2019 and 18 showed decreases. A positive note in an otherwise depressed auto market around the world, with few exceptions like China and Korea. In terms of NEV sales, China still disappoints, with domestic NEV cars, SUVs, MPVs loosing 36 % y/y while the total car market was back to normal level. Note that LCVs, imports and some newcomers will be reported later. The excel file with preliminary data comes with the 3rd round, around the 21st June this time, when detailed data for Germany, UK, Italy, Austria is available.
11 June: The COVID-19 Impact on 2020 EV sales is updated with new scenarios, May sales data and forecasts. Have a look and let us know if you have questions.
7 June: The first round of May sales results for BEV-PHEV-FCEV is uploaded to the Data Center. Vehicle markets are still devastated by the Corona crisis, but sales are improving from the low-point of April. The US market was down 30 % in May after 47 % in April and Wester+Central Europe suffered a 55-60 % decline in May after 80 % in April. Despite the slump, green vehicles posted volume gains in many European markets in May or the losses were less than for total vehicle sales. The BEV+PHEV share in Europe was around 7 % in May, counting the top-10 markets for Plug-ins.
6 June: The global Charging Station Count is updated to the May 2020 status. During the past 6 months the total number of public charging locations has increased by 14 %. Note that the number (511 000 in total, globally) considers the number of locations for each connector type. The number of connectors is way higher as one location can provide multiple connectors. We plan to include even this number in the next update of this database. In this version we have eliminated legacy connector types and household sockets from the data, which have become less and less relevant for public charging. The change is consistent thru the entire historic data and reduces some of the clutter in the diagrams and tabulations.
5 June: The Battery Installation Tracker is updated to the April 2020 status. Another 5,2 GWh of battery capacity were installed in 119 000 BEVs & PHEVs (Light Vehicles) around the world. This is 20,5 % lower than for April 2019 amid the COVID-19 lockdown effects on EV sales, which were 26 % lower. The lower losses for battery volumes relate to the increase in the average battery capacity per vehicle, both, in absolute terms and sales weighted. The Battery Tracker has new features for the display of the monthly data by interactive charts. It also has a new table for the battery size trend, which can be filtered by vehicle and geographic criteria.
2 June: The xEV Country Share Tracker is updated with the global April sales results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. Western economies were severely impacted by the COVID-19 lockdowns in April. Plug-ins held up better in Europe than the total car market, but in other regions they followed the market decline. The Share Tracker has a new feature with year-on-year and year-to-date growth tabulations, for the xEV segments and the total car market. It helps to better understand the impact of the crash and recovery on the adoption of BEVs, PHEVs, HEVs and MHEVs.
31 May: The complete global sales results for BEV, PHEV and FCEV uploaded now. Importers in China are slow this month to report their few imported EV sales. We have included estimates for these cases because we do not want to delay the April results. The total for the estimates is just 250 units and retroactive changes will have a very minor impact. The global totals stands at nearly 120 000 passenger cars & light commercial vehicles, 25 % below April 2019. By propulsion type, 69 % were BEVs, 30 % PHEVs and less than 1 % FCEVs. The detailed numbers are available in an Excel file as well.
26 May: The COVID-19 Impact assessment on EV markets is replaced by the version 3.3. It has the actual EV sales for Japan, which came in significantly lower than the estimate, earlier in May. No change in the forecast scenarios, yet. The coming edition 4.x will have early data for May and becomes available in the 2nd week of June.
25 May: We have discovered an error in the battery cell supplier in the Excel version posted on the 23rd, affecting 150 rows for models in China. This is now back to the original information and at the same time, some late reported new entries are added to the China sales list. The new files are uploaded.
23 May: The 3rd round of April BEV, PHEV and FCEV sales results is uploaded to the Data Center, both in the volume search tool and as an Excel file. The numbers are nearly complete for Europe & North America, getting closer to final in Asia, Africa & ME. In Europe, BEV and PHEV sales decreased 18 % in a vehicle market that suffered a 80 % decline. This means, at least, significant share gains for EVs during the crash. In North America and Asia, EV sales decreased somewhat more than the total markets and lost share. The global total stands at 116 100 units BEV&PHEV, with some smaller markets and vehicles volumes still missing outside Europe and NA. This is 27 % lower y/y; year-to-date the loss is5 % 10% vs 2019.
15 May: The 2nd round of April sales results are up-loaded to the Data Center tool. In all markets, sales are more or less affected by the Corona crisis. April can be considered as the low point from where sales should gradually improve again. Instead of re-iterating the results here: We have published an overview with the initial y/y results for vehicle markets and the EV sector in our COVID-19 Impact report (Data enter). It has the top-15 EV markets around the world. In the midst of the market turmoil, the beacon was certainly Germany, where the total car market contracted by 61 % and EVs (incl LCVs) increased by 35 %. The uploaded numbers may differ when they do include / not include portions like LCVs or imports.
13 May: We had to correct the South Korea April BEV&PHEV result. The previous number was the accumulated sales. The April results was 3650 units. Numbers in the presentations updated where necessary. The new version has the 3.2 designation. No change to the forecast. We apologise for this.
12 May: The COVID-19 impact on EV sales is updated to version 3.1. We have obtained preliminary EV sales for China and South Korea to complete the picture. South Korea EV sales increased to 10k and 178 % y/y growth, but China NEV sales were a disappointing 71 000; we had expected more (87k). It is likely that the new 300 000 RMB upper price limit for central subsidies has lead to purchase hesitation, as buyers expect price reductions. E.g. has Tesla announced a reduction for the base Model-3 from 323 800 RMB to 291 800 RMB to regain access to incentives. Also, Tesla reopened its California factory, pending approval by authorities, in order to meet delivery schedules. All in all, the resulting forecast changes were below 1 %.
8 May: The first detailed April sales results are uploaded to the volume search tool. You will find new data for 18 markets in Europe, 3 markets in Asia-Pacific and 3 market in the Americas. April was most likely the low-point for vehicle sales in the western economies, with losses over 90 % in several European countries. Please check the new edition of the COVID-19 Impact assessment for an overview of market size and performance in the top-15 EV markets. In Europe, EVs held up significantly better than total vehicle markets, some even posting y/y gains in tumbling new car sales. In USA the ratio is more even, with a 47 % y/y drop in Light Vehicle sales and 55 % lower EV sales. Please note that the volumes in US, UK, FR, IT, ES and PL are not final, but 90 % complete.
7 May: The COVID-19 impact on EV sales is updated to version 3.0. The most likely scenarios are unchanged, but within the scenarios, the actuals and forecasts have bee adjusted to the latest information available. This update also has the April sales results for total markets and the EV sector in the top-15 countries. The EV sales results for China and South Korea become available early next week and we will post another update including this information. I have kept the previous version 2.1 among the files in case you want to refer to it. Please note the preface and the summary of changes. The numbers behind graphs and tables are available on request.
3 May: The Battery Installation Tracker is updated to the March 2020 status. Another 9,6 GWh of battery capacity were installed in 195 000 BEVs & PHEVs (Light Vehicles) around the world. The Battery Tracker has new features for the display of the monthly data by interactive charts. Check them out and tell us what you think.
1 May: The xEV Market Share Tracker is updated to the March status. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. March was the first month for car sales in western economies severely impacted by the COVID-19 lockdowns. This generally favoured sales of electrified powertrain alternatives (xEV), which increased to 12,6 % world market share, compared to 5,2 % in March 2019. In Western & Central Europe, Plug-ins increased 38 % while the total car market plunged by -52 % and reached 10 % market share. In Norway, 70 % of Q1 car sales were BEVs and PHEVs, followed by Iceland with 54 % and Sweden with 28 %.
30 April: The complete results for March are uploaded now. The German KBA is late this month to release the exact split for PHEV / HEV variants for models with common nameplates. We have included estimates for these cases because we do not want to delay the March results. The global totals stands at nearly 195 000 passenger cars & light commercial vehicles, 74 % BEVs and 26 % PHEVs. The detailed numbers are available in an Excel file as well.
23 April: Further completion of EV sales results for March, with actuals for Italy PHEVs replacing estimates. Some late reported models and imports were added to the China tally. It stands at 61800 now, still 50 % below the, admittedly, strong March of 2019. The global total stands at 195 400 units for March, -15 % below last year. Year-to-date, 472 000 BEVs and PHEVs were delivered, which is -6 % below Q1 of 2019. Thanks to a Q1 growth of +78 in Europe, the COVID-19 impact is much less on EVs than on the total vehicle market, which contracted by -24 % y/y in Q1.
20 April: The COVID-19 impact on EV sales is updated to version 2.1. It has preliminary sales results and estimates replaced by actuals for total markets (passenger cars in some instances) and for EVs as far as we have obtained the results. Tables and text are adjusted to reflect these changes. The scenarios remain as in edition 2.0. I have kept the previous version 1.1 among the files in case you want to refer to it. Please note the preface and the summary of changes. The numbers behind graphs and tables are available on request.
17 April: The preliminary March sales results for BEVs & PHEVs are uploaded to the Data Center. The impact of the corona crisis varied a lot between the markets, as noted in the 10 April commentary. Some data in Italy, Germany and Canada are still estimates, but is clear that Germany and UK became the beacons in March with around 100 % growth of EV sales in car markets that shrunk by -37 % rsp -44 %. In total, Europe EV sales were up +37 % in a total market that crashed by nearly 50 % in March. Global EV sales were still down -16 %, as the China results (prelim. 60k units) compare to very strong sales in March 2019. All data is available in an Excel file as well.
15 April: The COVID-19 impact on EV sales is updated to version 2.0. I have kept the previous version 1.1 among the files in case you want to refer to it. Please note the preface and the summary of changes. The numbers behind graphs and tables are available on request.
10 April: The first sales results for March became available and in most countries they were impacted by COVID-19. At least, EVs held up better than many total markets in this storm and gained a lot of market share. The y/y change for total markets in brackets: USA EVs +6 %, (total market -38 %), Belgium EVs +39 % (-45 %), Netherlands +7 % (-23 %), Switzerland +11 % (-39 %), Sweden +70 % (-9 %). We don't have the details by model in DE and UK yet, but totals indicate that EVs doubled sales, while the total market lost 37 %, rsp 44 %. In other markets EV sales followed the crash: Canada -39 % (-47 %), Spain -36 % (-39 %), Norway -26 % (-30 %). In many countries, high Tesla deliveries held up sales of EVs. For an outlook of the COVID-19 impact on sales this year, please check our report in the list of Data Center Files. It will be updated next week with the latest findings.
3 April: The xEV Country Share Tracker is uploaded with the February results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. February was all about the rapid growth of xEV alternatives in Europe, reaching 5,8 % market share for BEVs/PHEVs and 8,7 % for all other hybrids. March will see most western markets crash by 40 % to 80 % in the COVID-19 lockdowns; we have indications that EVs hold up better and will at least increase in share, often also in volume y/y. Read our COVID-19 Impact assessment for further insight on this. You find it among the Data Center files for download.
3 April: The Battery Shipment Tracker is available with the complete February 2020 data. Another 5 GWh of battery capacity were installed in 120 300 BEVs & PHEVs (Light Vehicles) around the world. We noted a further strong decline in LFP batteries, with the slump in China NEV sales. This could turn around soon, as BYD announced the return to LFP batteries of a new, highly efficient "cell-to-pack" design. Also the China made Tesla Model-3 will use this new LFP battery generation, reportedly supplied by CATL.
2 April: The last update before the storm, with the global results for February. UK was the last to come in and the increase y/y was a healthy 129 %. The global result was 16 % higher than in February 2019 despite a 60 % decline of sales in China. Europe deliveries increase by 108 %, following 119 % in January. USA broke just even. The best-seller, worldwide was the Tesla Model-3 with 13 700 units. First results for March totals in Europe show that total vehicle sales are down 50-80 % in the Southern Europe markets, while EVs still increase. More about this early next week. The complete February results are also available as an Excel file in the Data Center Files list.
1 April: Our assessment for the COVID-19 impact on EV sales is added to the Data Center files. Rather than a singe-point forecast, it covers the issue in scenarios, depending on the duration of lock-downs in the regions. The conditions change by the hour and we will update this deck at least 2 times per month, or when a critical mass of new events stipulates changes. This report is edition #1.1, with changes to info-text (France sales results), but not to the numbers. Edition #1 was sent out by mail this morning.
31 March: Updated Plug-in Vehicle Specifications. Several vehicles added that started selling during Q1 2020, as well many improvements and corrections. You can now also filter on: OEM, Brand & Model name.
28 March: A minor update to February sales with estimates in Italy and Portugal replaced by actuals. The increase in Italy was nearly six-fold compared to February 2019, for the reasons given in the 20 March commentary below. The China numbers are fairly complete. Sales of NEV imports were very weak, only 340 units and total sales of NEVs (w/o Trucks, Buses) were 16 000 units, 62 % below Feb last year. China was in lock-down for nearly the entire February and the total vehicle market deceased by 80 % y/y.
20 March: The Excel file with partial, global results for February is uploaded. The global total for February is 14 % above last year, thanks to very high increases in Europe for, both, BEVs and PHEVs. Europe sold more EVs than all other regions combined. China data is still without LCVs and imports, which can add 1000 to 1500 units. Including those, the decrease vs Feb 2019 is around 60 %, in a total market that was down 80 %. USA showed a slight recovery by 1 % y/y compared to the dismal results of the previous 7 months. Outside China, the impact of COVID-19 are still very limited in the February numbers. For March we expect improving sales for China and the start of the real crisis outside China. If the experience in China is any indication, BEVs and PHEVs will be more resilient to the downturn than conventional vehicles, with EVs posting volume losses relative to trend, but gaining market share.
20 March: The preliminary results for UK, Portugal and Italy are added to the February tally. UK increased by 125 % to over 5000 units, with BEVs up 235 % to 2800 units and 56 % in the mix. Italy sales were up nearly 5-fold compared to February 2019; the increase was broad based and amplified by launches of small EVs from PSA (e-208), VW (e-Up!) and Renault (New Zoe). The Italy Eco bonus program gives up to €4000 for BEVs (+ €2000 bonus when scrapping an old ICE car) and €2500 for PHEVs, but it is limited to €70m for 2020. This is enough for 15-20 000 EVs and likely to be used up after 5-6 months with the current sales rate, which explains the run on BEVs and PHEVs in Jan and Feb. March sales will likely be crushed by the corona crisis, though. Portugal increased by 83 % y/y and EV sales are 9 % of total car sales this year, the 3rd highest in the EU.
18 March: A mid-week sales update as the numbers for Germany and further countries became available. Germany was up 144 % over February 2019, with the VW increasing 8-fold thanks to new models and popular, revived models, which were in limbo February last year. Daimler grew 3-fold for the same reasons. Austria sold 67 % more PEVs y/y and Spain 96 % more. Most Western Europe vehicle markets were in reverse in February, but there is only very limited impact of COVID-19 in these results. In all markets, EVs bucked the downward trend.
13 March: The 2nd round of February PEV sales results came in and they include partial results for China: In a total market that contracted by 80 %, NEVs did better, with a 60 % decline y/y. This is accounting for the models from domestic production where results were obtained, 15750 units, so far. Pending are some more sales from domestics, all the imports and LCVs, which could add another 3000-5000 units to the tally. It is already safe to say that the Tesla Model-3 (MiC) is the best seller of the month again. In South Korea, COVID-19 could not hold back an EV-boom; +310 % more y/y in a total market that was down 20 %. Not in France either, where PEVs increased by 174 % y/y, mostly by high sales of the new Renault Zoe and the Model-3. Canada has still estimates for some models, growth stands at 23 % y/y there.
6 March: We have uploaded an Excel file for BEV and PHEV sales with the complete results for January 2020 and all previous years. This file for download from the Data Center replaces the monthly mail-out of Plug-in sales results to many Data Center subscribers. We trust this will improve the speed and convenience of the access. As mentioned before, there is also an intermediate update of this file around the 20th every month. The intermediate update has partial data and is removed when the complete version arrives.
6 March: The xEV Share Tracker is updated to the January 2020 status. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. While the Plug-in Vehicle share (BEV+PHEV) in all 50 markets combined stayed constant at 2,7 % y/y, the share for Hybrids and Mild Hybrids has increased by 2,4 %-points to 6,8 %. The highlight is Europe, where 5,9 % of January passenger cars sales were Plug-ins and another 9 % were Hybrids. It is the first time since January 2017 that monthly BEV+PHEV sales are higher in Europe than in China, by 25 300 units to be precise. Europe's green car demand and supply is boosted by higher tax incentives, the 95 g/km CO2 mandate for 2020/2021 and a flurry of new / improved BEVs and PHEVs from Europe, USA and South Korea. Pl Note that the filter is on for the Europe sales region when you open the file.
6 March: The Battery Shipment Tracker is updated to the January vehicle delivery status. 6,1 GWh were installed into 155 400 passenger cars and light commercial vehicles, BEV, PHEV, FCEV, in January 2020. This is 7,5 % less than in January 2019, caused by declining China NEV sales and a weak January for Tesla. LG Chem has taken over the lead, with 1/3rd of all January vehicle deliveries being equipped with their batteries. Battery size for BEVs is ever increasing: the world average was 47 kWh in 2018, 53,8 kWh in 2019 and stands at 54,9 kWh in January 2020.
6 March: The final results for January global PEV sales are up-loaded to the Data Center. 155 000 units were delivered, which is 7 % below the January 2019 result. China drags down the average, with 50 % decline vs (a strong) Jan 2019. The impact of Covid-19 in the January numbers is still very limited. For February, total vehicle sales in China are reported at a 80 % decline y/y. Expect similar results for NEVs. Better news from Europe and USA in the first results for February in this update: In the US, the steep declines during H2 of 2019 are halted, despite relatively low Tesla deliveries. Total PEV sales were up 6 % y/y. Improving sales of Hyundai-Kia and by the VW group are the main reason. In Europe, NL was up 45 % in February, Norway +21 %, Sweden +87 %, with most growth coming from oversubscribed PHEV order books of last year. Spain was up 96 %, Belgium 86 %, Switzerland 61 %. Skoda's BEV and PHEV launches boosted sales in the Czech Republic by 345 % and work well in most other countries.
1 March: Correct sales numbers for Italy 3333 for January, with 337 % (!) increase over January 2019 and in Austria (+78 %), as well as sales results in many smaller markets, completed the January tally for Europe in this update. Growth y/y was 118 %, the highest increase for a single month in 4 years. In China, imported PEV sales became available and while their total number was small, 2500 units, they increased by 66 % over January last year. Total PEV sales in China were down -50 %, but compare to a very strong January of 2019, when the Chinese New Year was celebrated in February. Good news from South Korea where a new purchase incentive program increase sales by +86 %, admittedly against a weak January the year before.
29 February: We have moved the Data Center to a better server today. We clocked 10 minutes down-time here and apologise if this affected your work on Friday. There is no difference in access and handling; the only thing you will notice is a much faster response time. Also, the years 2009 to 2012 will be back in the next up-load and you can run much larger queries (countries, models, months) now. I would still not recommend to define queries with all countries, all models and all months in one run.
24 February: For all who like Excel Pivot tables, we have uploaded an Excel file for BEV and PHEV sales with partial results for January 2020. It reflects the status in the Sales Data Retrieval Tool of 21 February, see notes of 21 & 20 Feb below. Another Excel file will be available in the first week of March, when we close the books for the global January results.
21 February: Another up-load in the sales retrieval too as the first numbers for China came in. They are not complete, as imports from Europe, LCVs and some late reported models are still missing. Initial counts by CAAM are confirmed that NEV sales are around 50 % lower than for January last year. Mind, though, that January 2019 was exceptionally strong for NEVs with over 100 000 units sales. Therefore the Jan 2020 results are not as bad as they look at first sight. Particularly foreign brands with local production make good progress. The BMW 530Le, the Tesla Model-3 and the VW Passat GTE were among the top-5 best sellers in January, so far. From Europe: Italy (+240 %), Portugal (+70 %) and Switzerland (+108 %) are available, too. While the totals are ok for these three, the details for some of the entries still need further confirmation. We are back next week with these.
20 February: Following many requests, we have uploaded an Excel version of the BEV-PHEV sales data with the complete time-series from 2009 to 2019. It will replace the monthly mail-out of this database from now on, as it is easier to access and can be updated more often. We are aiming at an intermediate update of the file when most of the China and Europe data is available. Release of the intermediate file is between the 20th and 25th of each month. The final, monthly version is available on the Data Center between the 5th and 10th of the following month. The Excel version is a complement to the sales data retrieval tool, which is updated weekly. The Excel file has more criteria for each vehicle, like the OEM Group, production location and the battery information for size, chemistry and call supplier. We trust this will be helpful for many of you. Let us know if you have questions.
19 February: A mid-week sales update as UK numbers became available, with a y-o-y growth of 113 % and over 8000 sales, despite few Tesla and Zoe deliveries. PSA compensated with 1200 units of their new models and many others had triple digit %-growth. Japan still in reverse, with a gloomy 55 % decline vs January 2019. Thailand was up 314 % and many other emerging EV markets posted over 100 % growth y-o-y. Sales results in Italy, Austria, Portugal and some of the Eastern Europe markets are still pending; excluding those, the January 2020 results for Europe were 110 % above January last year. A good start of the year in Europe, as expected by most observers.
19 February: The Battery Shipment Tracker is updated to the December 2019 vehicle delivery status. 98 GWh were installed into passenger cars and light commercial vehicles, BEV, PHEV, FCEV, during last year. The industry is consolidating on NMC and NCA chemistries for traction batteries, standing for 64 %, rsp. 29 % of all global shipments in terms of GWh. Panasonic leads (not counting e-buses), with nearly 28 GWh installed for Tesla alone. Chinese CATL is a tight #2 with 25,7 GWh installed this year, LG is #3 with 12,3 GWh, now larger than BYD with 10 GWh. While CATL has further expanded its business, the NEV sales meltdown in China has lead to steep declines in battery shipments of many smaller Chinese battery makers.
16 February: More sales results for Europe are up-loaded and they are a pleasant reading: Germany increased by 136 % and it's all about PHEVs. France was up 231 %, with over 5300 sales of the new Renault Zoe alone and 5500 additional sales from new PSA entries. Volumes in the Czech Republic increased 6-fold from launches from Skoda, the Citigo BEV and the Superb PHEV. Outside Europe, Australia was up 130 % and New Zealand. Canada increased by 17 %, but the figures on model-level still contain several estimates. No details for China, yet. Preliminary CAAM reports for totals indicate a more than 50 % decline of NEV sales in a total vehicle market that was down by -18 % versus January 2019. The sharp decline relates to the number of working days in January; the effect of the Corona Flue outbreak was limited, according to CAAM.
14 February: The xEV Market Share Tracker is updated with the results for December 2019. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. Highlights for December: BEV shares improved significantly in USA and China, even if they did not reach the level of December last year. Outside China BEV shares spiked, mainly from high end of quarter deliveries of Tesla, as usual. Europe kept growing fast and PHEVs continue their rebound with new models and improved e-range. Global xEV sales reached 6,3 million in 2019, 35 % more than 2018. The fastest growing category were MHEVs, with 1,35m sales, 1 million more than 2018. Please note that the sum of the countries presented does not give the correct regional or global totals. As the tool tracks shares, it only covers markets where we have reasonably stable xEV sales and where we have reliable data for the monthly total passenger car market volumes.
10 February: The January 2020 data was not displayed in the retrieval tool. This now fixed, sorry for that.
10 February: Final touches to the 2019 results and the first numbers for January 2020. The global total for 2019 ended at 2264 000 passenger cars and LCVs, for a global market share of 2,5 %. Growth over 2018 was only 9 % last year, caused by weak US sales, following the Tesla boom in 2018 and the hard landing in China, following 2 rounds of subsidy cuts. Europe developed strong, with 44 % increase and sales of 590 000 units. BEVs captured 74,4 % of global 2019 plug-in sales, which is 5,4 %-pts higher than for 2018. The best seller was the Tesla Model-3 with 300 000 sales, followed by the Chinese BAIC EU-Series (111k) and the Nissan Leaf (70k). Tesla leads the OEM ranking with 368 000 sales, followed by BYD (226 000), BAIC (164 600), BMW (151 200), VW-Group (141 500), to name the top-5. January results came in for: USA, -8 %, which is at least an improvement over the declines of H2 last year. January saw depleted Tesla inventories, but very healthy gains for other OEM. Europe results continue strong, so far: Norway +25 %, Sweden +90 %, Spain +178 %, Belgium +181 %, Denmark +99 %, Ireland +31 %. The Netherlands stayed flat vs January 2018, with many sales pulled into Q4 of 2019, ahead of a 4% BIK tax increase in 2020.
04 February: Another sales volume update is up-loaded with minor adjustments, to make remaining estimates match announced manufacturer totals. Also, additional models were recorded in China, which are new on the market, among them the 2nd entry of the Weltmeister (aka Weima) start-up, the EX6 SUV EV and the first imports of the BMW X5 45e. Another release with the final 2019 numbers comes during the coming weekend.
27 January: Another update to December sales volumes with most of the estimates in Austria, China, Italy, Romania, South Korea replaced by actuals. Italy doubled plug-in sales compared to December 2018 and Austria was up 20 %. South Korea had another month of decline, -30 %. The global total stands at 2283 000 BEV and PHEV. December sales were the highest for the year, with 282 800 units and the second best month in plug-in sales history. 7600 Fuel Cell EVs were delivered in 2019, which is actually 90 % more than 2018, thanks to a 6-fold increase of Hyundai Nexo volumes in South Korea. For the 2 other FCEVs, the Toyota Mirai stayed flat at 2400 units and the Honda Clarity FCEV dropped by half to 350 units.
20 January: Following many client requests we today upload a dataset with preliminary, global results for December and 2019. It has our estimates for Italy, Austria, Romania, China imports and some of the very minor markets may still be missing, but otherwise the data is close to the final 2019 results, available in the 1st week of February. December was a positive surprise in China, where NEV sales of passenger cars and LCVs (152 200 units) decreased by "just" -24 %, which is better than the -40% of November. The total for 2019 stands at 1205 600 units in China, which is 4 % higher than 2018, after all. When you see CAAM reporting different numbers, remember that they report the sales from domestic production only, including heavy trucks and buses, which declined over 50 % y-o-y. Imports, 50k which we include, have more than doubled following the Tesla Model-3 sales start in March. Another positive surprise was UK, where December came in at 10 100 units. BEVs in UK are booming since September when it became known that even pre April 2020 BEV sales will be exempted from the BIK taxation of company cars. The global total stands at 2,28 million BEV+PHEV, which is 10 % higher than in 2018.
25 February: The Excel file with with pivot tables and charts for the preliminary January BEV, PHEV and FCEV sales is available for download. Global January growth year-on-year was just +10 % due to several distortions and events. The Chinese new year vacation period was in January this year; last year's January was a full month of sales and the vacation was in February. China NEV sales were down -10 % y/y in January. Europe EV sales crashed in several markets where EV incentives were reduced for 2023. November and December had seen extraordinary EV registrations in these countries, among them Germany, Norway and Sweden. Europe's January EV sales were up +4 % y/y. EV sales in the US were up by +120 % y/y as deliveries were pushed from Q4 into 2023 to receive new EV incentives tied to the Inflation Reduction Act.
24 February: The weekly volume update with the fourth round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool. The global total stands at 675 400 units, incl. 140 FCEVs.
There are some impressive growth rates in South/Southeast Asia. India 256% y/y, Thailand 353% y/y and Indonesia 547% y/y albeit all those countries have a low base.
17 February: The weekly volume update with the third round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have the preliminary numbers for 40 countries, such as China, Canada and Japan.
The China numbers are missing imports, LCV’s and the usual late reported models. At this point the tally stands at 335 691 units for China but will increase by the end of the month. January sales were hold back due to the delivery wave in December and The Chinese new year. Note that the Chinese new year in 2022 were in February.
Japan on the other hand, scored a new all-time high of almost 12000 units (104% y/y)
15 February: The one-pager summary for Early Volumes in January and the 2023 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by only 6% over January 2022, for a BEV+PHEV share of 16,4 % in the total light vehicle markets of these countries. The January results are not representative for the sales trend as they were distorted by a number of factors: The China Spring Festival (New Year holidays) was in January this year and in February last year. The considerable sales dip during this event compares to a full sales month in 2022 and resulted in a -39 % y/y decline for car sales and -7 % y/y for EV sales. Europe-10 EV sales were up by 55 % y/y in December as buyers in Germany, Belgium, Norway and Sweden rushed into EVs to avoid incentive cuts in 2023. The payback came in January and can last for another month. USA's EV sales increased by +119 % in January, with many registrations postponed from Nov/Dec to 2023 when the IRA (Inflation Reduction Act) provides new EV grants. Our global forecast for EV sales is 14,3 million units, 77 % of them BEVs.
15 February: We uploaded the second round of preliminary results for January on the 10th of January to the Data Center.
In this version we have added the preliminary numbers for 8 countries, such as USA, Belgium and Germany. The preliminary plugin sales for USA is 106 000 units, 85% of them were fully electric, the sales results for January is a increase of 119% y/y.
3 February: The Battery Installation Tracker for the global December and full year 2022 results is available for download. A total of 66,3 GWh of battery capacity were installed in December BEV, PHEV and FCEV sales. This is 49 % more than in December 2021 and exceeds the 39 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,4 kWh and by 2,3 kWh in PHEVs compared to December 2021. For 2022, global battery installations into light vehicles reached 505 GWh total capacity. The accumulated capacity since 2008 stands at 1,2 TWh now and over 75 % of all traction batteries since 2008 were installed during the last 3 years.. CATL continues to lead with 21,1 GWh delivered in December, LG is #2 with 14 GWh installed, followed by BYD on #3 with 9,6 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries with 69,8 GWh installed in 2022. CATL is #2 with 46,6 GWh installed. CATL and BYD stood for 85 % of all LFP volume in terms of GWh. Globally, LFP batteries stood for 27 % of all battery capacity into light vehicles during 2022, up from 17 % in 2021. In terms of pack units, the LFP share is even higher with 34 % of all EVs sold during 2022 using LFP batteries.
2 February: The weekly volume update with the first round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have added the preliminary numbers for Sweden and Switzerland. Sweden had 4365 BEV and 3424 PHEV registrations. It’s a decrease of 27% y/y mainly because of the big delivery wave in December due to that Sweden removed all subsidies on PEV’s by 1 Jan 2023.
The total Passenger car market was weak in January (14 601 units) you must go all the way back to 2009 to find these low numbers. Switzerland had 4430 PEV registrations, An increase of 17% y/y. 3038 BEV’s and 1387 PHEV’s. Switzerland total passenger car market were up 3,4% y/y in January.
1 February: The xEV Country Share Tracker with global December and 2022 results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 18,2 % of December light vehicle sales in these 55 markets, which was 4,3 %-pts higher than a year ago. BEVs reached 13 %, PHEVs 5,1 %. Strong Hybrids and Mild Hybrids reached 10,4 % compared to 9,7 % in December 2021. China NEV sales increased by +30 % y/y in December. China retail registrations for light vehicles (Cars, SUVs, MPVs, LCVs, incl. imports, excl. exports) increased by +8 % to 2,75 million, reversing the trend of previous months and coming in 300k higher than in the previous CPCA announcement. We relate this to pre-registration in December, ahead of ending purchase tax exemptions for ICEs and the end of the NEV subsidy, after 2022. Several markets in Europe will reduce (DE, NO, BE) or even end (Sweden) EV grants for 2023, which has lead to a run on EVs in November and December. The EV share in Europe was as high as 34,3 % in December and 20,8 % for the year. January is likely to see a setback for these reasons. The opposite happens in USA where some sales were delayed to 2023 when more EV grants become available from the IRA (Inflation Reduction Act). The EV share still reached a record 9,4 % in December and 7,2 % for the year. Please note that outside the 55 countries in this tracking tool, there is a large number of auto-markets in developing countries with very low or no EV sales. Therefore, the "all-55-countries" EV share in this dataset (14,6 %) differs from the real global share which was 13 % in 2022.
The OEM xEV Share Tracker with the December results
28 January: The Excel file with with pivot tables and charts for the final December and 2022 BEV, PHEV and FCEV sales
27 January: The weekly volume update with the final round of results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool.
The global total for 2022 global stands at 10,5 million units BEVs & PHEVs. An impressive growth of 55,4 % in a difficult vehicle market as a whole. BEV sales increased by 59 % to 7,65 million units, PHEVs by 46 % to 2,86 million units.
The global EV share in light vehicle sales is 13 % for 2022. Fuel cell vehicle posted 15400 registrations in 2022, same level as 2021.
The Best selling EVs 2022
Tesla Model Y, 767 000 units
Tesla Model 3, 476 000 units
Wuling HongGuang Mini BEV, 424 000 units
China
The China Plugin totals came in at 6,175 million units it’s an increase of 30% y/y for 2023 we expect another 30% y/y increase, this is at the same level as CPCA and other sources are reporting. But with a slightly bigger mix of PHEV's due to the popular EREV models in China.
Northern America (USA & Canada)
In North America sales were up 48% to 1,108 million units BEV & PHEV. 90% of the sales occurred in USA with 80% BEV in the North American mix.
The IRA (Inflation Reduction Act) will stimulate EV growth for 2023 in USA and the EV portfolios are strengthen with new models in the Full-size SUV and Pick-up segments. Even if some parts of the IRA requirements are unclear, we believe the growth will be impressive in 2023.
Europe (Western & Central)
PEV-sales were 2,68 million units in 2022, an 15% increase y/y with a mix of 61,7% BEV's. Germany is the largest EV market in Europe and had an increase of over 110% y/y in December ahead of grant reductions in January 2023. Year-on-year growth in Germany was 22 % for the year. The bestselling EV model in Europe (and Germany) is Tesla Model Y. For 2023 we expect Europe EV sales to increase by roughly 25 % y/y and more BEVs in the mix. Some countries are reducing or even removing the subsidies on the PHEV's.
Rest of World
During 2022 the volumes has grown fast in several markets (Israel, Australia, New Zeeland, South Korea e.g.) albeit from a low base. The reasons are better availability of products, EV incentives introduced and lowered import tariffs for EVs in some countries. We expect growth to continue in 2023.
Note: We have created a filter option “Car-A00” in the LCV-Details field, for an easier analysis with or without Chinese mini-cars such as Wuling HongGuang Mini BEV.
25 January: An updated Future Vehicle Rollout calendar is available for download in the Data Center. It consists of over 450 models across more than 45 OEM's. Since the previous version we have added another 35 models, which is less than the one before (51 models) this could indicate that most OEM EV plans are being more solid and are moving away from the drawing board and into a phase of execute.
24 January: The Excel file with with pivot tables and charts for the preliminary December and 2022 BEV, PHEV and FCEV sales is available for download in the Data Center. The global total for December stands at 1,3 million units (incl. FCEVs), a new all-time-high. December NEV sales in China (693 000 units incl. LCVs) were 450k lower than the YTD seasonality would suggest and 200k lower than we expected. The unchecked spread of Covid in December took its toll. The global total for 2022 global stands at 10,5 million units BEVs & PHEVs, which is 200k tower than expected in November. Still an impressive result of 56 % growth in a very adverse environment. BEV sales increased by 59 % to 7,65 million units, PHEVs by 46 % to 2,86 million units. The global EV share in light vehicle sales is 13 % for 2022. Fuel cell vehicle posted a mere 15400 registrations in 2022, unchanged from 2021.
23 January: The weekly volume update with the third round of preliminary results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary global totals with only minor markets missing (roughly 98 % of the volume) When the last 2% are reported we will surpass 1,3 million BEV & PHEV globally for December 2022 with a mix of 71% BEV.
13 January: The one-pager summary for Early Volumes in December and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +39% over December 2021, for a BEV+PHEV share of 24,4 % in the total light vehicle markets of these countries. The volume for the top-15 stands at 1,2 million units BEV & PHEV passenger cars indicating a new all-time-high for EV deliveries. The forecast for the 2022 totals incl. LCVs stands at 10,5 million units, thereof 7,7 million BEVs. The global share is 17 % and 12,5 % respectively. Compared to our November forecast, ca 200k EV units were lost in China due to massive Corona outbreaks in December. Europe-10 volumes for total car markets improved by 17,4 % year-on year which was only 4 % below the 2015-2019 average for December. Europe-10 EV sales were up by 55 % y/y in December as buyers in Germany, Belgium, Norway and Sweden rushed into EVs to avoid incentive cuts in 2023. USA's EV sales increased by approximately 42 % in December, with many registrations postponed to 2023 when the IRA (Inflation Reduction Act) provides new EV grants.
13 January: The weekly volume update with the second round of preliminary results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool.In this version we have the preliminary results for 28 countries, already surpassed 1 million units with some major markets missing like U.K, France, Austria and Canada.
The numbers in China will increase when LCV’s and late reported models are added.
6 January: The weekly volume update with the first round of results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 18 countries, such as Germany, Sweden and Belgium.
Belgium had an increase of 87 % year-over-year in December and 41% increase for the full year 2022.
5 January: The Battery Installation Tracker for the global November results is available for download. A total of 55 GWh of battery capacity were installed in November BEV, PHEV and FCEV sales. This is 62 % more than in November 2021 and exceeds the 45 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,7 kWh and by 2,5 kWh in PHEVs compared to November 2021. CATL continues to lead with 16,5 GWh delivered in November, LG is #2 again with 10,5 GWh installed, followed by BYD on #3 with 9,5 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 60,5 GWh installed year-to date. CATL is #2 with 40,3 GWh installed. Globally, LFP batteries stood for 29,9 % of all battery capacity into light vehicles during November and for 27,3 % year-to-date. This compares to 17 % LFP share in 2021. For all traction battery types, the accumulated battery capacity installed in light vehicles passed the 1 TWh milestone in September. Over 75 % of all traction batteries since 2008 were installed during the last 3 years.
2 January: The xEV Country Share Tracker with global November results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 18,2 % of November light vehicle sales in these 55 markets, which was 5,4 %-pts higher than a year ago. BEVs reached 13,2 %, PHEVs 5 %. Strong Hybrids and Mild Hybrids reached 12,2 % compared to 10,8 % in November 2021. China NEV sales increased by +49 % y/y in a weak overall auto market; November retail sales were -10 % lower than last year. The decline of ICE-only vehicles was -29 % y-o-y in China.
2 January 2023: An updated OEM xEV Share tracker with the November results are now available in the Data Center
1 January 2023: A Happy New Year! The Excel file with with pivot tables and charts for final November BEV, PHEV and FCEV sales is available in the Data Center.
30 December: The weekly volume update with the final results for November 2022 is now available on the EV-volumes Data Center and in the data search tool. The global BEV & PHEV total came in at, 1 099 910 units. A new All-Time-High record beating the previous record of 1 087 638 from September 2022 and are setting the pace for the end-of-year delivery push for December.
Global total Light vehicle sales were 7 030 800 units, giving a PEV-share of 15,6 %.
The EV-Volumes team wishes you happy holidays.
24 December: The Excel file with with pivot tables and charts for the preliminary November BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 1091 700 units (incl. 1589 units FCEVs), a new all-time-high for a single month. MERRY CHRISTMAS TO ALL OF YOU!
23 December: The weekly volume update with the third round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 56 countries, 1 091 250 units BEV & PHEV. As mentioned last week, we suspected that The November total will most likely beat the previous All-Time-High record of 1 089 444 BEV & PHEV from September 2022. It is now a reality. Merry Christmas
19 December: An updated version of the Vehicle specification database are now available at the Data Center. It has specifications and prices for more than 500 vehicles.
16 December: The weekly volume update with the third round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 42 countries, 978 071 units BEV & PHEV. The November total will most likely beat the previous All-Time-High record of 1 089 444 BEV & PHEV from September 2022, with some big markets in Europe and some small markets in Africa, South America and Asia still to be reported.
13 December: The one-pager summary for Early Volumes in November and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +47 % over November 2021, for a BEV+PHEV share of 24,2 % in the total light vehicle markets of these countries. The global share of BEVs reached nearly 18 %. The volume for the top-15 stands at 1 010 100 units, indicating a new all-time-high for EV deliveries. Our global sales forecast for 2022 increased slightly to 10,7 million units BEV and PHEV (was 10,6 mn). Europe results for total car markets improved by 20 % year-on year, but are still over 15 % lower than the 2015 to 2019 average November. Europe-10 EV sales were up by 29 % y/y in November as buyers in Germany, Belgium and Sweden rush into EVs to avoid incentive cuts in 2023. China total Passenger Vehicle retail sales declined by -9 % y/y as Covid restrictions and the real estate crisis weigh heavy on consumer confidence. NEVs increased by ca +53 %; their share in Passenger Vehicle retails reached 39,3 % in November and 29 % year-to-date.
9 December: The weekly volume update with the second round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool.In this version we have collected the numbers for 19 countries, such as Germany, Canada and Australia. In The recent months EV- growth in Australia has increased alot (186% Y-o-Y in November) mainly because of the introduction of new models such as BYD Yuan Plus / Atto-3 BEV, Tesla Model Y and MG EZs BEV.
3 December: The Battery Installation Tracker for the global October results is available for download. A total of 47 GWh of battery capacity were installed in October BEV, PHEV and FCEV sales. This is 73,5 % more than in October 2021 and exceeds the 56 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 5,8 kWh and by 2,6 kWh in PHEVs compared to October 2021. CATL continues to lead with 13 GWh delivered in October, BYD is #2 again with 8,6 GWh installed, followed by LG on #3 with 6,9 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 51,2 GWh installed year-to date. CATL is #2 with 36,4 GWh installed. Globally, LFP batteries stood for 29,8 % of all battery capacity into light vehicles during October and for 27,3 % year-to-date. This compares to 17,4 % LFP share in 2021. For all traction battery types, the accumulated battery capacity installed in light vehicles passed the 1 TWh milestone in September.
2 December: The weekly volume update with the first round of results for November 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have collected the numbers for the first 3 countries, Sweden, Switzerland and Belgium. Belgium had an increase of 105% year-over-year in November. This is probably the effect of subsidy reductions of PHEVs in Belgium by the end of the year.
1 December: The xEV Country Share Tracker with global October results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 16,5 % of October light vehicle sales in these 55 markets, which was 5,5 %-pts higher than a year ago. BEVs reached 11,8 %, PHEVs 4,7 %. Strong Hybrids and Mild Hybrids reached 11,9 % compared to 10,6 % in October 2021. While China NEV sales increased by +75 % y/y, the recovery of the total China auto market has stalled; October sales were -4 % lower than last year.
You will notice changes in the the market volumes for passenger cars in China. Instead of wholesales, widely communicated by official media, we are now showing retail sales which are harder to obtain for longer time series. Wholesales include exports and change in dealer inventory. In previous years the difference of wholesales to retail sales was not very significant, but with fast growing exports and inventories this year, we need to display retail sales for better accuracy of the domestic demand trend. The complete China time-series is now calculated on a retail sales basis, like in other countries. This has no impact on BEV, PHEV and Hybrid volumes as these were retail sales before. It means, however, that their shares in China light vehicle sales are somewhat higher than previously shown.
1 Dec: The OEM xEV Share Tracker with October results is available for download.
30 Nov: An updated version of the Charging station count has been uploaded to the Datacenter. The counting has been ongoing during October2022. We are close to 1,5 million charging stations globally.
26 November: The Excel file with with pivot tables and charts for the final October BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 982 900 units (incl. FCEVs) , the second highest monthly result ever and the best off-peak month, by far. For November and December we expect BEV + PHEV sales to exceed 1 million per month. As expected, October sales in China (609 500 units) were 100k lower than the YTD seasonality would suggest. The real estate crunch and the zero-Covid policy weigh heavy on consumer sentiment and economic activity. We expect China's NEV sales to stay below trend in November and December. The forecast for the 2022 global total is unchanged at 10,6 million units BEVs & PHEVs.
25 November: The weekly volume update with the final round of results for October 2022 is now available on the EV-volumes Data Center and in the data search tool.
BEV & PHEV sales were up 57 % year-over-year globally, 981 461 units. Global total light vehicle sales were 7 120 790 units giving a plugin share of 13,8 %
The global top selling models in October:
#1 BYD Song Pro/Plus PHEV 50 797
#2 Tesla Model Y 46 446
#3 Wuling HongGuang Mini BEV 41 255
#4 Tesla Model 3 28 686
#5 BYD Yuan Plus / Atto 3 BEV 27 448
18 November: The weekly volume update with the third round of preliminary results for October 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 46 countries. Growth rates in some Asian countries has started to develop. Thailand has an increase of 205% y-o-y, India 219%, Taiwan 212%
An updated version of the Future vehicle rollout calendar is now available on the EV-volumes Data Center. It consists of more than 450 models spread over 40+ OEM's that are expected to launch from 2022 to 2027.
14 November: We have issued an update to the Early EV Market overview. We have obtained new information for the 2 EV Kei-Cars in Japan which had 2000 units lower sales than reported. Still, Nissan reported that demand is overwhelming supply and 0rder intake has been suspended to avoid longer waiting times for deliveries.
11 November: The weekly volume update with the second round of preliminary results for October 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 28 countries. While the growth rates in many European countries are slowing, China continues to have strong growth (63% y-o-y)
9 November: The one-pager summary for Early Volumes in October and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +54 % over October 2021, for an EV share of 18,2 % in the total light vehicle markets of these countries. The volume for the top-15 stands at 874 400 units, lower than in September for seasonality and Tesla logistics reasons. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets have started to improve year-on year, but are still over 20 % lower than the 2015 to 2019 average October. Europe EV sales are growing again, following weak results from April to July. China auto sales recovered for another month, but October y/y increase of ca +11 % is lower than the +30 % in Q3. NEVs increased by ca +70 % and their passenger car share reached 24,3 % in October and 23,2 % year-to-date. US sales of BEVs and PHEVs climbed +71 % year-on-year for a EV share of 7,9 % in light vehicle sales which improved by +11 % y/y.
4 November: The weekly volume update with the first round of preliminary results for October 2022 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have added the preliminary results for 9 countries such as USA, Sweden and Belgium. USA has an increase of 71% y-o-y.
We have also structured the BYD vehicles into “brand lines” or sub-brands to create a better overview of all the vehicles from BYD also to align with our product: Forecast by model and region.
4 November: The Battery Installation Tracker for the global September results is available for download. A total of 53,8 GWh of battery capacity were installed in September BEV, PHEV and FCEV sales. This is 60 % more than in September 2021 and exceeds the 52 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 2,3 kWh and by 3,1 kWh in PHEVs compared to September 2021. CATL continues to lead with 16,1 GWh delivered in September, LG is #2 again with 10,5 GWh installed, thanks to increased deliveries to the Tesla Berlin plant. BYD on #3 with 7,6 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries this year with 42,7 GWh installed year-to date. CATL is #2 with 32,9 GWh installed. Globally, LFP batteries stood for 29,3 % of all battery capacity into light vehicles during September and for 27 % year-to-date. This compares to 17,4 % LFP share in 2021.
1 November: The xEV Country Share Tracker with global September results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 15,7 % of September light vehicle sales in these 55 markets, which was 3,5 %-pts higher than a year ago. BEVs reached 11,8 %. Strong Hybrids and Mild Hybrids reached 11 % compared to 11,2 % in September 2021. While China total auto sales increased by 26 % in September y/y, outside China, total auto sales increased by +14 % combined. However, the recovery is uneven and compares to a weak September of 2021. The war in Ukraine weights heavy on the European economies. Global BEV sales increased by +52 %, PHEVs by +53 %, FHEVs (Full Hybrids) by +20 % and MHEVs (Mild Hybrids) by +12 %. Global sales of ICE-only vehicles increased by +13 % in September y/y, with higher sales in all regions except Europe.
31 October: The Excel file with charts and pivot tables and the xEV OEM Share Tracker is now available for download.
28 October:
The weekly volume update with the final round of results for September 2022 is now available on the EV-volumes Data Center and in the data search tool.
September is an All-Time-High month surpassing 1 million BEV & PHEV units, 1 087 900 units 75% of the sales were BEV.
Europe EV sales increased by + 10 % year-over-year while China had another strong month with +78 % growth year-over-year. In North American EV sales increased by 33 % year-over-year.
The global total light vehicle sales were 7 347 650 units giving a plugin share of 14,8 %
Global top selling models in September:
#1 Tesla Model Y 113 307
#2 Tesla Model 3 68 710
#3 BYD Song Pro/Plus PHEV 40 008
24 October: We have uploaded an Excel file with pivot tables and charts for the preliminary global totals for September. Several smaller volume countries are still missing and will be available in a week from now. The global tally stands at 1081 660 units now and could increase by another 2500 units BEV and PHEV when all volumes are collected. September is a new all-time-high for EV sales and first month with sales over 1 million units. Europe EV sales increased by + 10 % y/y while NEV sales in China had another strong month with +78 % growth y/y. North American EV sales were up 33 % y/y. The global total grew by +52 % in September, in line with our expectations. Year-to-date the, growth stands at +60 %. BEVs stood for 75 % in the BEV-PHEV mix, unchanged from September last year.
21 October: The weekly volume update with the third round of preliminary results for September 2022 is now available on the EV-volumes Data Center and in the data search tool. September is already an All-Time-High month surpassing 1 million (!) BEV & PHEV units, 1 081 000 units and counting. The preliminary results for Japan this month are an increase of 201% year-over-year, 12 809 units BEV & PHEV. This is mostly driven to the recent launch of the electric kei-cars, Nissan Sakura BEV and Mitsubishi eK-X BEV.
14 October: The weekly volume update with the second round of preliminary results for September 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 33 countries, e.g USA, Canada, China and most countries in western Europe.
September BEV & PHEV results for China (without LCV’s and late reported vehicles counted) is 599 406 units, its an increase of 68 % year-over-year.
Top selling models in China September 2022:
#1 Tesla Model Y: 46 694
#2 BYD Song Pro/Plus PHEV: 39 983
#3 Wuling HongGuang Mini BEV: 37 416
#4 Tesla Model 3: 30 919
#5 BYD Dolphin (EA1) BEV : 24 855
13 October: The one-pager summary for Early Volumes in September and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +51 % over September 2021, for an EV share of 20,5 % in the total light vehicle markets of these countries. The volume for the top-15 stands at 983 000 units already. Global September EV sales will reach a new all-time-high and exceed 1 million for the first time in a single month. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets have started to improve year-on year, but are still over 20 % lower than the 2015 to 2019 average September. Europe EV sales have started to grow again, following the dip since March. China auto sales recovered exceptionally for another month with the help of Government stimuli. Total car sales in China were up over 20 % y/y and NEVs increased by nearly +80 %. Their market share reached 28,7 % in August and 23,3 % year-to-date. US sales of BEVs and PHEVs climbed +36 % year-on-year for a EV share of 8,2 % in light vehicle sales.
8 October: The weekly volume update with the first round of preliminary results for September 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the first 10 ten countries reported. Such as Sweden, Norway, USA and Netherlands.
6 October: The Battery Installation Tracker for the global August results is available for download. A total of 43,2 GWh of battery capacity were installed in August BEV, PHEV and FCEV sales. This is 80 % more than in August 2021 and exceeds the 62 % y/y unit sales increase. The reason is a 3 % volume mix increase towards BEVs and an increase in the average battery size per vehicle by 4,7 kWh compared to August 2021. CATL continues to lead with 13,1 GWh delivered in August, BYD on #2 with 6,5 GWh installed. LG is #3 with 6,0 GWh installed. The iron-based LFP type is the fastest growing battery type. BYD is the leader for LFP batteries this year with 35,9 GWh installed year-to date. CATL is #2 with 26,6 GWh installed. Globally, LFP batteries stood for 29,1 % of all battery capacity into light vehicles during August and for 26,7 % year-to-date. This compares to 17,4 % LFP share in 2021.
03 October: The xEV Country Share Tracker with global August results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 14,4 % of August light vehicle sales in these 55 markets, which was 4,3 %-pts higher than a year ago. Strong Hybrids and Mild Hybrids reached 9,8 % compared to 10,4 % in August 2021. While China total auto sales increased by 32 % in August y/y, outside China, total auto sales increased by +3 % combined. However, the recovery is uneven and compares to a weak August of 2021. Global BEV sales increased by +67 %, PHEVs by +46 %, FHEVs (Full Hybrids) by +9 % and MHEVs (Mild Hybrids) by +3 %. Global sales of ICE-only vehicles increased by +8 % in August y/y driven by the strong result for overall car sales in China.
03 October: OEM xEV Share tracker with August results is available for download.
01 October: The Excel file with with pivot tables and charts for the final August BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 891 850 units (+62 % y/y), the third highest monthly result ever and the best off-peak month, so far. For September we expect BEV + PHEV sales to exceed 1 million for the first time in a single month.
29 September: The weekly volume update with the final results for August is now available on the EV-volumes Data Center and in the data tool. This version includes the global totals for BEV, PHEV and FCEV sales. In August the sales of BEV & PHEV were 891 850 units while the global Light vehicle were 6 895 000 units, gives a share of 12,9%.
Top selling models in August:
#1 Tesla Model Y 64 780
#2 BYD Song Pro/Plus PHEV 36 823
#3 Wuling HongGuang Mini BEV 33 877
23 September: We have uploaded an Excel file with pivot tables and charts for the preliminary global totals for August. Several smaller volume countries are still missing and will be available in a week from now. The global tally stands at 890 350 units now and could increase by another 3000 units BEV and PHEV when all volumes are collected. Europe EV sales increased by only + 3 % y/y while NEV sales in China had another strong month with +91 % growth y/y. North American EV sales were up 49 % y/y. The global total grew by +61 % in August, year-to-date the growth is +62 %. BEVs stood for 74,7 % in the BEV-PHEV mix, 2,5 % more than in August last year.
22 September: The weekly volume update with the third round of preliminary results for August 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we are covering approximately 95% of the total sales for August. Only minor markets and LCvs in China are missing.
21 September: We have corrected an error in the XEV Country Share Tracker where the total XEV Share was not including HEVs, due to the field name change to FHEV. We apologize for any additional work this has caused at your and send big thanks to those who spotted this!
19 September: The weekly volume update with the second round of preliminary results for August 2022 is now available on the EV-volumes Data Center and in the data search tool.
In this version we have the preliminary results for another 25 countries (41 in total for the month) This month China had an increase of 88 % year-over-year. Plugin sales in China (BEV & PHEV) was 24,8% of total light vehicle sales, the bestselling models was:
#1 BYD Song Pro/Plus PHEV
#2 Wuling HongGuang Mini BEV
#3 Tesla Model Y
13 September: The one-pager summary for Early Volumes in August and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +62 % over August 2021, for an EV share of 18,7 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets and EV sales have started to improve year-on year, but are still over 20 % lower than the 2015 to 2019 average August. China auto sales recovered exceptionally for another month with the help of Government stimuli. Total car sales in China were up nearly +30 % y/y and NEVs increased by +95 %. Their market share reached 26,7 % in July and 22,7 % year-to-date. US sales of BEVs and PHEVs climbed +50 % year-on-year for a EV share of 7,1 % in light vehicle sales.
9 September: The weekly volume update with the first round of preliminary results for August 2022 is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary results for 16 countries such as USA and Canada. USA had an increase of 50 % year-over-year. Plugin sales in USA was 7,1% of total light vehicle sales in August, the bestselling model in the USA was Tesla Model Y followed by Tesla Model 3 and Chevrolet Bolt EUV BEV.
5 September: The Battery Installation Tracker for the global July results is available for download. A total of 38,8 GWh of battery capacity were installed in July BEV, PHEV and FCEV sales. This is 84 % more than in July 2021 and exceeds the 62 % y/y unit sales increase. The reason is a 3 % volume mix increase towards BEVs and an increase in the average battery size per vehicle by 4 kWh compared to July 2021. CATL continues to lead with 11,3 GWh delivered in July, BYD now on #2 with 6,2 GWh installed. LG is #3 with 5,1 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 29,6 GWh installed year-to date. CATL is #2 with 22,4 GWh installed. Globally, LFP batteries stood for 27,5 % of all battery installations into light vehicles during July and for 26,3 % year-to-date.
2 September: The OEM xEV Share Tracker with July results is available for download. It covers the xEV shares of OEM's in Europe, USA, Canada, China, South Korea and Japan
1 September: The xEV Country Share Tracker with global July results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 12,9 % of July light vehicle sales in these 55 markets, which was 4,6 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,2 % compared to 10,7 % in July 2021. While China total auto sales increased by 31 % in July y/y, the other regions lost -8 % combined in the 55 markets we are tracking. Global BEV sales increased by +75 %, PHEVs by +36 %, FHEVs (Full Hybrids) by +11 % and MHEVs (Mild Hybrids) declined by -1 %. Global sales of ICE-only vehicles declined by only -1 % in July y/y driven by the strong result for overall car sales in China.
30 August: The Excel file with final July BEV, PHEV and FCEV sales is available in the Data Center. The global total stayed at 820 000 units, the third highest monthly result ever and the best off-peak month, so far. Contrary to what I wrote on the 22nd, the result was lower than in the preliminary file: Our sources in China had included exports in the China sales for SAIC brands. This double counting error was removed for July, June and May and caused 1 % to 2 % lower volumes in China in these months. SAIC is China's largest NEV exporter with their MG and Maxus brands and 47 400 export sales this year, including July.
29 August: The weekly volume update with the results for July 2022 is now available on the EV-volumes Data Center and in the DC search tool.
This version includes the global totals for BEV, PHEV and FCEV sales. The global total for July is 821 325 units BEV & PHEV. Year-on-year growth, worldwide, was +62 % for July. The global total light vehicle sales for July is 6 918 128 units. This gives a share of 11,9 % for BEV & PHEV.
22 August: We have uploaded an Excel file with pivot tables and charts for the preliminary global totals for July. Austria and several smaller volume countries are still missing and will be available in ca a week from now. The global tally stands at 822 200 units now and will increase to approximately 833 000 units BEV and PHEV when all volumes are collected. Europe EV sales continue to sag (- 8 %) while NEV sales in China beat even the most optimistic expectations. North American EV sales were up 50 % y-o-y; the global total grew by 65 % including estimates for pending sales reports.
19 August: The weekly volume update with the third round of preliminary results for July 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for approximately 95% of the global BEV & PHEV sales for July 2022. The preliminary BEV & PHEV sales for China in July was 514 506 units (this number are expected to increase when late reported LCV’s are included). The preliminary sales for China is an increase of 107 % year-over-year.
13 August: The one-pager summary for Early Volumes in July and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +69 % over July 2021, for an EV share of 16,7 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 is unchanged at 10,6 million BEV and PHEV. Europe results for total car markets and EV sales continue to disappoint, while China auto sales recovered exceptionally with the help of Government stimuli. Total car sales in China were up over +30 % y/y and NEVs increased by +120 %. Their market share reached 23,9 % in July and 22,4 % year-to-date.
12 August: The weekly volume update with the second round of preliminary results for July 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for 27 countries. While growth rates slows down in many European countries, US and Canada has an increase of 50% and 43% year-over-year.
07 August: The Battery Installation Tracker for the global June results is available for download. A total of 46,5 GWh of battery capacity were installed in June BEV, PHEV and FCEV sales. This is 69 % more than in June 2021 and exceeds the 55 % unit y/y sales increase. The reason is a 5 % volume mix increase towards BEVs and an increase in the average battery size per vehicle. CATL continues to lead with 15,7 GWh delivered, LG on #2 with 7,8 GWh installed. BYD is #3 with 5,7 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 22,1 GWh installed year-to date. CATL is #2 with 15,6 GWh installed. Globally, LFP batteries stood for 26 % of all battery installations into light vehicles during June and for 24,1 % year-to-date.
05 August: The weekly volume update with the first round of preliminary results for July 2022 is now available on the EV-volumes Data Center.In this version we have the preliminary results for 11 countries. Such as USA, Norway and Sweden. The preliminary results for USA is 81 313 units (BEV & PHEV) This is a increase of 50% year over year.
05 August: The xEV Country Share Tracker with global June results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 14,2 % of June light vehicle sales in these 55 markets, which was 4,9 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,4 % compared to 11 % in June 2021. While China total auto sales increased by 30 % in June y/y, the other regions lost -10 % combined in the 55 markets we are tracking. BEV sales increased by +66 %, PHEVs by +29 %, FHEVs (Full Hybrids) by +12 % and MHEVs (Mild Hybrids) declined by -17 %. Sales of ICE-only vehicles declined by only -4 % in June y/y driven by the strong result for overall car sales in China.
01 August: An updated version of the OEM Share Tracker with sales data for June are now available on the Datacenter. The next update is scheduled for first week in October due to summer breaks for some of our sources.
30 July: The Excel file (diagrams and pivot tables) with the final global totals for BEV, PHEV and FCEV sales is available for download. The global total for June was 956 400 units BEV and PHEV (+1480 FCEV), which is a new all-time-high for a single month and +55 % higher than for June 2021. For the first half of the year, 4,3 million Plug-in sales were recorded which is +63 % more than H1 of last year. China stands for 57 % of worldwide BEV and PHEV sales this year, compared to 50 % in 2021. Europe PEV sales grew by only +9 % YTD, compared to the high base of 2021. Moreover, Europe's total vehicle sales are still -30 % below pre-Covid levels. The world market share for Plug-ins was 11,2 % for H1-2022 which compares to 6,3 % for the first half of 2021.
29 July: The weekly volume update with the results for June 2022 is now available for download and in the DC search tool. This version includes the global totals for BEV, PHEV and FCEV sales. June is a record month with 956 400 units BEV & PHEV. The previous All-Time-High was in December 2021 with 942 900 units. Year-on-year growth, worldwide, was +55 % for June. The global total light vehicle sales for June is 7 094 900 units. This give a share of 13,3 % for BEV & PHEV.
24 July: The third round of June PEV sales results is available for download and in the DC search tool.
An Excel file (diagrams and pivot tables) with the preliminary global totals for BEV, PHEV and FCEV sales is available for download. June is much likely a record month with 947 300 units delivered and ca 6000 - 7000 units from smaller markets still missing. The previous ATH was December 2021 with 942 900 units. Year-on-year growth, worldwide, was +54 % for June. While China produced another stellar result for NEVs (+132 %) and the total vehicle market (+24 %), light vehicle sales remained depressed nearly everywhere else. BEV & PHEV sales still increased by +22 % in Northern America an 17 % in Asia-Pacific ex. China. Europe BEV and PHEV sales were off by -9 % y/y (admittedly against a very strong June 2021), while car sales declined by -17 %.
18 July: The second round of June PEV sales results is available for download and in the DC search tool.
15 July: The one-pager summary for Early Volumes in June and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +60 % over June 2021, for an EV share of 18,2 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 decreased slightly from 10,7 to 10,6 million BEV and PHEV. Europe results for total markets and EV sales continue to disappoint, while China auto sales recovered exceptionally from the April lock-down crash. Total car sales in China were up ca +40 % y/y and NEVs increased by 134 %. Their market share reached 24,8 % in June and 22,2 % year-to-date.
8 July: The weekly volume update with the first round of preliminary results for June 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for 9 countries. Such as USA, Germany and Sweden i.e.
An updated version of the vehicle specification database are now available at the Data Center. It has specifications of almost 500 vehicles. Since the previous version we have added about 20 new vehicles.
An updated version of the future vehicle rollout calendar are now available at the Data Center. We have added another 64 vehicles to this version.
5 July: The Battery Installation Tracker for the global May results is available for download. A total of 33,2 GWh of battery capacity were installed in May BEV, PHEV and FCEV sales. This is 67 % more than in May 2021 and exceeds the 55 % unit y/y sales increase. The reason is a 4 % swing towards BEVs and a 1 kWh increase in the average battery size per vehicle. CATL continues to lead with 9,8 GWh delivered and BYD has passed LG for the #2 rank with 4,8 GWh installed. LG batteries stood for 4,6 GWh installed. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. BYD is the leader for LFP batteries this year with 17,7 GWh installed year-to date. CATL is #2 with 9,3 GWh installed. Globally, LFP stood for 19 % of all battery installations into light vehicles during May and for 21,5 % year-to-date.
1 July: We have decided not to publish the first round of sales for June today. Since Sweden is the only country that has reported sales for June 2022. Sweden had 8237 BEV and 6133 PHEV, in total 14370 units. This is a decrease by 19% year over year. But almost 1/3 of all car sales in Sweden were BEV in June. The first round of BEV, PHEV and FCEV sales will be sent out and is available on the Data center by the end of next week.
29 June: The xEV Country Share Tracker with global May results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 12,7 % of May light vehicle sales in these 55 markets, which was 5,5 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 11,3 % compared to 10,3 % in May 2021. While total auto sales were -12 % lower y/y in the 55 markets we are tracking, BEV sales increased by 64 %, PHEVs by 37 %, FHEVs (Full Hybrids) by 6 % and MHEVs (Mild Hybrids) declined by -11 %. Sales of ICE-only vehicles declined by -19 % in May y/y. Growth is all more tied to the degree of electrification.
On a separate note: The March and April versions had an additional category for "Commercial Trucks & Buses" in the Vehicle Category, which impaired the pivot table handling. These stood for "Light Commercial Vehicles" and the field value is changed to "Light Commercial Vehicles" in this May edition, as it should be. We apologize for any confusion this may have caused at your end.
28 June: An updated version of the OEM Share Tracker with sales data for May is now available for download.
27 June: The weekly volume update with the final results for May 2022 is now available on the EV-volumes Data Center. The global tally reached 726 400 units (BEV & PHEV), an increase of 55 % year-over year. Plugin-sales stand for 11,7 % of the global total light vehicle sales in May. Total light vehicle sales were down 10,3% in comparison to May 2021. An Excel file with tables and diagrams, including battery shipments is available among the Data Center files.
23 June: The weekly volume update with the third round of preliminary results for May 2022 is now available on the EV-volumes Data Center. In this version we have the preliminary results for around 100 countries. Sales of BEV & PHEV’s in China exceeded 400 000 units in May and that’s an increase of 109% year-over-year.
17 June: The weekly volume update with the second round of preliminary results for May 2022 is now available on the EV-volumes Data Center.
In this version we have added the preliminary results for another 7 countries, (31 in total) such as South Korea and Taiwan. South Korea had an increase of 42 % year-over-year while Taiwan had 76% increase year-over-year.
13 June: The one-pager summary for Early Volumes in May and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +57 % over May 2021, for an EV share of 16,3 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 remains unchanged at 10,7 million BEV and PHEV. The next revision, if necessary, comes with the June results. Europe results for total markets and EV sales continue to disappoint, while China auto sales recovered exceptionally from the April lock-down crash. Total car sales in China were down only -1,5 % y/y and NEVs increased by 109 %. Their market share reached 23,7 % in May and 21,4 % year-to-date.
10 June: The weekly volume update with the first round of preliminary results for May 2022 is now available on the EV-volumes Data Center.In this version we have the preliminary results for 24 countries. Most of them in Europe and North America.
06 June: The Battery Shipment Tracker with the results for April is uploaded to the Data Center files.
03 June: The PEV Excel file with the final April sales is available for download. It has pivot tables and diagrams as usual, including a table for battery shipments.
02 June: The xEV Country Share Tracker with global April results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 11,2 % of April light vehicle sales in these 55 markets, which was 5,2 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 12,3 % compared to 9,5 % in April 2021. Total April auto sales were overshadowed by the crash in China amid strict Covid lock-downs in over 40 cities. While total auto sales were -25 % lower y/y in the 55 markets we are tracking, BEV sales increased by 46 %, PHEVs by 22 %, FHEVs (Full Hybrids) by 3 % and MHEVs (Mild Hybrids) declined by -10 %. Sales of ICE-only vehicles declined by -32 % in April y/y. Lock-downs and the war in Ukraine have caused further production losses, notably for the VW Group and Tesla in Shanghai, including their exports to Europe. We expect also the May results to stay weak, both, for total markets and EV growth in Europe.
02 June: The OEM Share tracker with April results is available for download.
01 June: The weekly volume update with the Final round for April 2022 is now available on the EV-volumes Data Center. The global tally came up to 543 200 units ( BEV & PHEV) its an increase of 38 % year-over year. The Plugin-sales stands for 10 % of the global total light vehicle sales in April.
30 May: An updated version of the Charging station count has been uploaded to the Data center. The counting has been ongoing during the spring of 2022. We have now surpassed 1 155 000 charging stations globally.
27 May: The weekly volume update with the fourth round for April 2022 is now available on the EV-volumes Data Center, with the preliminary global totals. The preliminary global totals came up to 542 700 units ( BEV & PHEV) an increase of 38 % year-over-year, despite lockdowns in China, the Ukraine war and other uncertainties. The volumes in this update are already very close to final with few, minor markets still missing and, possibly, some late reported model in China. The excel file with pivot tables and charts is now available for download.
20 May: The weekly volume update with the third round for March 2022 is now available on the EV-volumes Data Center. All major markets are available with the exception of Austria and Italy, which means we have around 90-95% of April’s BEV & PHEV sales already available in this version.
13 May: The weekly volume update with the second round for March 2022 is now available on the EV-volumes Data Center.
In this version we have added the preliminary results for China, Germany and France
Even though China struggled with lockdowns in many regions during April the Plugin sales grew by 57% year-over-year to 283 000 units BEV & PHEV.
11 May: The one-pager summary for Early Volumes in April and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +40 % over April 2021, for an EV share of 15,1 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 stands at 10,7 million BEV and PHEV, a slight reduction of 0,3m, but still and an increase of 59 % over 2021. Europe loses pace amid component shortages, while China auto sales were hit by Corona lock-downs. Total car sales in China were down over 40 % y/y, while EVs still increased by 63 %. Their market share reached 29 % in April, up from 23 % in March.
5 May: The first round of April PEV sales results is up-loaded to the Data Center. Preliminary data for USA show a 67 % increase y/y for BEVs and PHEVs. In Europe, Sweden increased 10 % y/y, Belgium +22 %, Ireland +55 %, Switzerland -11 %. Australia was up 134 % y/y for April. With few exceptions, total auto markets were still depressed in April, with losses of 10 to 20 % versus April 2021.
5 May: The Battery Installation Tracker for the global March results is available for download. A total of 41,9 GWh of battery capacity were installed in March BEV, PHEV and FCEV sales. This is 80 % more than in March 2021 and exceeds the 59 % unit y/y sales increase. The reason is a 8 % swing towards BEVs and a 2 kWh increase in the average battery size per vehicle. CATL continues to lead with 13,6 GWh delivered, followed by LG (7,8 GWh) and BYD (4,1 GWh). As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular. CATL was March's leader in LFP installations, with increasing demand from Tesla. BYD is #2 with 2/3rd of their own battery installations of the LFP type. Together, CATL and BYD stood for 78 % of all LFP type battery cells in light vehicles this year. Globally, LFP stood for 23 % of all battery installations into light vehicles during Q1-2022.
2 May: The xEV Share Tracker with global March results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 12,8 % of March light vehicle sales in these 55 markets, which was 5,8 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 12 % compared to 10,2 % in March 2021. Total March auto sales stayed -14 % lower y/y in the 55 markets we are tracking, while BEV sales increased by 78 %, PHEVs by 19 %, FHEVs (Full Hybrids) by 14 % and MHEVs (Mild Hybrids) actually declined by -10 %. Sales of ICE-only vehicles declined by -22 % in March y/y. The count is for Light Vehicles, i.e Passenger Cars, Light Trucks and Light Commercial Vehicles.
2 May: The OEM xEV Share Tracker March results is available for download. In this version we have changed the name of the hybrids (HEV) to FHEV (Full Hybrids) to comply with the rest of the industry.
30 April: The final March results are now uploaded as an Excel file with pivot tables and diagrams.
29 April: The weekly volume update with the Final round for March 2022 is now available on the EV-volumes Data Center.
The global total sales volume is 877 231 units (BEV & PHEV) which is an increase of 59% in comparison of March 2021. 75% of the sales volume in March are BEV. The global total for the first quarter is 2 060 552 units (BEV & PHEV)
22 April: The preliminary, detailed March results for BEV, PHEV and FCEV sales are uploaded to the Data Center. The global total stands at 866 000 units in total, which is the 2nd highest monthly ever, after December 2021 (944 k). The increase vs March 2021 was "only" 56 %, with y/y losses in several European countries due to persistent component shortages. The March growth rates were +9 % for Europe, 33 % for USA/Canada and 114 % for China. Tesla leads the OEM tally for Q1, closely followed by BYD with 285 800 units deliveries, half om them PHEVs, though. Please note our Tesla Q1 totals (302 400) do not yet match the announcements from the company (310 000) as some markets are still to be recorded or have estimates.
14 April: The weekly volume update with the third round for March 2022 is now available on the EV-volumes Data Center.
The sales volume for China is 472 868 units (BEV & PHEV) which is an increase of 114% in comparison of March 2021.
14 April: The weekly volume update with the second round for March 2022 is now available on the EV-volumes Data Center.
Since last round we have added Germany and South Africa. South Africa had an increase of 96% year-over-year.
12 April: The one-pager summary for Early Volumes in March and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets EV sales increased by +59 % over March 2021, for an EV share of 16,3 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 stands at 11 million BEV and PHEV, an increase of 63 % over 2021. Europe loses pace amid component shortages, while China NEV sales continue to expand rapidly with +114 % in March. Auto markets remain depressed, except in China. Europe-10 sales for March were 39 % lower than the 2015-2019 average and 20 % lower for the global top-15 EV markets by this measure. The full impact of the war in Ukraine and the Shanghai lock-down is yet to come.
8 April: The weekly volume update with the first round for March 2022 is now available on the EV-volumes Data Center.
In this version we publish the preliminary results for 17 countries, such as USA, Canada, Norway and Netherlands. USA had an increase of 30% year-over-year, Canada 75%, Norway 14% and Netherlands 76%
6 April: The OEM xEV Sales and Share Tracker with the February data is uploaded to the Data Center.
2 April: The Battery Installation Tracker for the global February results is available for download. A total of 25,4 GWh of battery capacity were installed in February BEV, PHEV and FCEV sales. This is 120 % more than in February 2021 and more than the 99 % unit sales increase. The reason is a 5 % swing towards BEVs and a 2 kWh increase in the average battery size per vehicle. CATL continues to lead with 6,75 GWh delivered, followed by LG (5,1 GWh) and BYD (3,4 GWh). BYD is the current leader in LFP batteries. 2/3rd of BYD's battery installations were of the LFP type, for CATL the LFP rate is 17 %. As Nickel supply is tight relative to high demand, the iron-based LFP type is becoming increasingly popular.
1 April: The final February results are available in an Excel file with diagrams and pivot tables for download.
31 March: The weekly volume update with the final global totals for February 2022 is now available on the EV-volumes Data Center.The total BEV & PHEV sales came in at 561 200 units which is an increase of 99% year-over-year and 92% YTD.
31 March: The xEV Share Tracker with global February results is available for download. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 10,4 % of February light vehicle sales in these 55 markets, which was 5 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,8 % compared to 10,1 % in February 2021. Total February auto sales stayed -1 % lower y/y in the 55 markets we are tracking, while BEV sales increased by 113 %, PHEVs by 72 %, HEVs by 24 % and MHEVs actually declined by -6 %. Sales of ICE-only vehicles declined by -8 % in February y/y.
25 March: The preliminary global results for February of BEV-PHEV-FCEV sales are available for download as an Excel file with diagrams and pivot tables. The numbers are very close to final for February.
25 March: The weekly volume update with the preliminary global totals for February 2022 is now available on the EV-volumes Data Center. The preliminary total BEV & PHEV came in at 558 400 units which is an increase of 98% year-over-year the only missing market is Colombia with around 500 units expected.
18 March: The weekly volume update with the third round for February 2022 is now available on the EV-volumes Data Center. Preliminary results for all major markets in Europe (besides U.K and Austria) and China are in this version. China had an increase of 175% year over year.
11 March: The weekly volume update with the second round for February 2022 is now available on the EV-volumes Data Center. Preliminary results for all major markets in Europe excluding U.K and Austria are in this version. Netherlands had an 108% increase year-over-year in February
8 March: The January results are available in the Battery Shipments Tracker for download.
8 March: The OEM xEV Sales and Share Tracker with the January data is uploaded to the Data Center.
7 March: The xEV Share Tracker with the global January data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 10,2 % of January light vehicle sales in these 55 markets, which was 5 %-pts higher than a year ago. Hybrids and Mild Hybrids reached 10,5 % compared to 8,8 % in January 2021. Total January auto sales stayed -3 % lower y/y in the 55 markets we are tracking, while BEV sales increased by 94 %, PHEVs by 73 %, HEVs by 26 % and MHEVs by 6 %. Sales of ICE-only vehicles declined by 11 % in January.
5 March: The final January results are available in an Excel file with diagrams and pivot tables for download.
4 March: The weekly volume update with the final results for January 2022 and the first round of detailed results for February is now available on the EV-volumes Data Center. The global BEV + PHEV total for January 2022 is 625 100 units which is 88% higher than the weak January 2021. For February, USA had 58 700 BEV & PHEV deliveries for a y-0-y increase of 64 %. Europe results are available for Italy -1 % y/y, Sweden +39 %, Belgium +58 %, Spain +110 %, Switzerland +54 %, Finland +3 % and Ireland +50 %.
1 March: Updated version of the Vehicle specification database is now available on the EV-Volumes datacenter. In the updated version we have added 42 new vehicles (total 461) with all available specifications. A new testfield is added with the battery system voltage of the vehicle. For comments and suggestions please let us know.
27 February: The weekly volume update with the 4th round of detailed results for January is now available on the EV-volumes Data Center. It has the preliminary global results with only a few smaller markets missing. January started strong, with a total of 618 300 units BEV, PHEV and FCEV delivered, a growth of 86 % over January of 2021. China stood for 62 % of the global volume with 385 600 deliveries, 115 % higher y-o-y. The Chinese new-year vacation is in February this year, supporting strong January sales and weaker February sales. Growth in Europe was +37 %, with Central/Eastern Europe markets growing very fast now, albeit from small bases. EV sales in USA were up 104 % y/y, despite the continuing absence of the Chevy Bolt. Among OEMs, BYD was the clear winner with 93 000 deliveries in January, 96 % of it still in China. Tesla and the Volkswagen Group follow with 51 000 global deliveries each.
18 February: The 3rd round of detailed results for January is now available on the Data Center. We have the preliminary results for 40 countries. Among them, Japan ( 5731) and South Korea (2651) units BEV & PHEV, both countries had growth of over 100 % in comparison to January 2021.
16 February: The one-pager summary for Early Volumes in January and the 2022 calendar year forecast is uploaded to the Data Center. In the top-15 EV markets sales increased by 79 % over January 2021, for an EV share of 12,6 % in the total light vehicle markets of these countries. Our global sales forecast for 2022 stands at 10,5 million BEV and PHEV, an increase of 55 % over 2021.
11 February: The 2nd round of January BEV & PHEV sales is uploaded to the Data Center. It has the results for 25 countries. Among them, USA came in with 49 274 units BEV & PHEV, 102 % higher than in January 2020, Canada 6 318 units BEV & PHEV 133% higher than January 2021.
7 February: An updated version of the Future vehicle rollout calendar is now available on the Data Center. Around 100 new vehicles is added in this version.
4 February: The first round of January 2022 BEV and PHEV volumes was uploaded to the Data Center with the results for the first 8 countries. Among them, Sweden came in with 10 722 units BEV & PHEV, 53 % higher than in January 2020, France 5 181 units BEV & PHEV 158% higher than January 2021.
4 February: The Battery Shipment Tracker with December data is uploaded to the Data Center. In 2021 a total of 297 GWh of battery capacity were installed in 6 765 300 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of GWh this is +113 % higher than for 2020. Unit growth of BEVs and PHEVs was 108 %. The difference in growth relates to increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the year with 81,9 GWh installed, closely followed by LG with 71,6 GWh installed. #3 is Panasonic with 39,1 GWh. Fastest growing is BYD with 26,5 GWh installed, 172 % higher than the year ago. The tally is for Light Vehicles, including Passenger Cars, SUVs, MPVs, Vans and Pick-ups. NMC batteries are the most common type with 70 % share in all installations, but 2 %-pts tower than in 2020. LPF batteries increased their share from 5 % to 14 %. The installed LFP capacity was 42,2 GWh in 2021 and has now passed the NCA type. Tesla's Giga Nevada plant stood for nearly all the NCA volume of 36,3 MWh.
31 January: The xEV Country Share Tracker is available with the December and full year 2021 results. PEVs reached another market share record in the combined 55 markets we are tracking. 13,4 % of new light vehicle sales were BEVs (10,3 %) or PHEVs (3,1 %). In Western & Central Europe the December their share was a s high as 26 % in December and 17 % for the year. HEVs and MHEVs declined further from their share peak in September. The recent trend suggests that PEVs could outsell HEVs and MHEVs in 2022.
31 January: The OEM xEV Share Tracker is updated with the results for December and full year data.
29 January: The weekly volume update with the final round of detailed results for December and the full year of 2021 is now available on the EV-volumes Data Center. The December global total was 942 200 units BEV+PHEV and the 2021 total reached 6,75 million units, 108 % higher than in 2020. Fuel Cell Vehicles reached 15 434 units, an increase of 82 % over 2020 and a market share of 0,02 %. Overall global Light Vehicle sales grew only 4,1 % year-on-year and the global share of EVs (BEV+PHEV) increased from 4,2 % to 8,3 %. The EV mix was 71 % for BEVs and 29 % for PHEVs, following a 69:31 ratio in 2020. The associated traction battery capacity installed was 297 GWh in 2021, 113 % more than in 2020.Tesla extended its lead with 936 000 deliveries (+87 %), followed by the Volkswagen Group with 763 000 units BEV & PHEV (+80 %). BYD came in 3rd with 598 000 deliveries, a huge gain over the 184 000 of 2020. GM including Wuling Mini EVs retained 4th place with 517 000 (+142 %); #5 was Stellantis with 378 000 units and +158 % y/y increase. It was a great year for EVs, with strong momentum ahead. We will soon follow up on this short note with a more comprehensive article on the front page of this site.
21 January: The weekly volume update with the 3rd round of detailed results for December is now available on the EV-volumes Data Center. It has the preliminary global volumes by country and model for the entire 2021. China results came in close to what we expected, with 528 400 units for December, including LCVs, imports and late reported newcomers. The 2021 total in China stands at 3 385 200 units (82 % BEVs), which is 154 % higher than for 2020. Part of the growth story is the success of mini-EVs, starting to replace millions of substandard, now banned Low-Speed Vehicles. Other growth drivers are improved products and better compliance with regulatory requirements for type approvals and production permits. The global total for December stands at 932 000 units BEV+PHEV and 6,73 million for the year, 108 % higher than 2020. Global Light Vehicle sales gained only 4,1 % year-on-year and the share of EVs (BEV+PHEV) increased from 4,2 % to 8,3 %. The EV mix was 71 % for BEVs and 29 % for PHEVs. The associated traction battery capacity installed was nearly 300 GWh in 2021. Fuel Cell Vehicles reached 15 380 units, an increase of 82 % over 2020 and a market share of 0,02 %.
16 January: The weekly volume update with the 2nd round of detailed results for December is now available on the EV-volumes Data Center. Germany came in with 81 420 units BEV& PHEV, incl. LCVs, -3 % lower than in the extraordinary December 2020 but still higher than EV sales in USA. The best-seller in December was the Tesla Model-3, still out of Shanghai, not Berlin. The full year total for Germany was 689 500 BEVs and PHEVs, +72 % more than 2020. The EV share within passenger cars was 36 % in December (6 of 10 EVs were BEVs) and 25,7 % for the year. The total car market finished at 2,62 million units, a bleak -10 % lower than 2020. Other results: (December growth / Full year 2021 growth): South Korea +151 % / +126 %, India +160 % / +228 %, Australia +148 % / +235 %, New Zealand +406 % / +306 %, Mexico + 105 % / +80 %, Brazil +171 % / +200 %, Canada -13 % / +29 %, Netherlands -24 % / +9 %, France +6 % / +62 %. Spain -22 % / +60- %. As expected, December 2021 did not see the final sprint in EV registrations as in 2020, when the 95 g CO2 fleet target stipulated record sales. With the robust EV uptake during 2021, the 95 g will be met with a good margin by most OEM.
13 January: The high level results for EV sales and total passenger vehicle sales in December and for 2021 are available in the Data Center. They cover BEV and PHEV sales in the top-15 EV markets. In a nutshell: December came in slightly lower than expected, both, for markets and for EVs. Market shares of EVs developed as expected. 2021 was another great year for EV sales and another cheerless year for overall vehicle markets. While deliveries of BEVs and PHEVs increased by 107 % y/y to 6,7 million units, the overall 2021 vehicle market was much weaker than anticipated. In Western Europe, Japan and South Korea auto markets stayed below the 2020 mark. Global light vehicle sales reached around 81 million units in 2021, a mere 4 % increase over the COVID ridden year of 2020.
09 January: The weekly volume update with the first round of detailed results for December is now available on the EV-volumes Data Center. USA came in with 75 500 units BEV& PHEV, + 56 % higher y/y, less than expected but a new record for a single month. The total US Light Vehicle market was down -25 % in December y/y and reached just above 15 million units in 2021, 3,3 % higher than in 2020. The 2021 US total for plug-ins is 656 900 units, 100 % higher than 2020. As expected, PEV sales growth in Europe was muted as numbers compare to the EV boom in December 2020. Norway +3 % in December and +45 % for the year; 86 % of Norway new car sales in 2021 were electrically chargeable and 64 % were pure electric. Other results in Europe (December growth / Full year 2021 growth): Italy -14 % / +132 %, Sweden -3 % / +44 %, Belgium -30 % / +47 %, Denmark +36 % / +102 %, Switzerland + 8 % / +60 %, Finland +16 % / +74 %. Overall European car sales remained weak in December, with y/y losses of -15 % to -30 % in the largest markets. For plug-ins, December deliveries are likely to stay below the record sales of December 2020. For the entire year, growth is still over 60 % y/y in Europe.
08 January: We posted a revised Battery Shipment Tracker after discovering a formula error. The numbers in the commentary below are revised where necessary.
07 January: The Battery Shipment Tracker with November data is uploaded to the Data Center. Another 33,8
04 January: The xEV Country Share Tracker is updated with the global November sales results for BEVs, PHEVs, HEVs, MHEVs and total market sales of light vehicles. It covers 55 countries around the world. For the 3rd month in a row, global plug-in (BEV & PHEV) sales and shares were higher than hybrid (HEV & MHEV) sales. Since June, BEVs are the most popular electrification type and the distance vs the other types is increasing. Strong sales in China are one important driver. Total markets have seen a gradual recovery since August, but were still -12 % below 2020 in November. Global ICE-only vehicle sales were -20 % lower than in November 2020, while plug-ins increased by +73 % and hybrids by +14 %.
04 January 2022: The OEM xEV Share Tracker is updated with the results for November and YTD 2021.
02 January 2022: Happy New Year. The weekly volume update with the final round of detailed results for November is now available on the EV-volumes Data Center. It now includes the results in Hong Kong and Taiwan and late reported NEVs in China. The global November total stands at 752 500 units which is a new record for a single month and +74 % higher than for November 2020. 547 200 units were BEVs, 204 000 were PHEVs and 1200 were FCEVs. Our forecast for the year 2021 stands at 6,8 million BEV and PHEVs. December could see over 1 million plug-ins delivered in a singel month. Latest news: Tesla just announced 308 600 deliveries for Q4 (+71 % q/q) and, 936 000 for the year (+87 %), again beating expectations. Happy New Year, indeed.
26 December: The weekly volume update with 4th round of detailed results for November is now available on the EV-volumes Data Center. The tally is complete for Europe and the UK estimates in the 3rd round have been replaced by actuals. The total for Europe stands at 229 000 units for November which is +34 % higher than last year. The global November total stands at 746 600 units which is a new record for a single month and +73 % higher than for November 2020. Results in Hong Kong and Taiwan are still pending and become available in a week from now.
19 December: The weekly volume update with 3rd round of detailed results for November is now available on the EV-volumes Data Center. The numbers cover the top-15 EV markets + all other countries available up to now. UK has estimates on model level, but the BEV and PHEV totals are correct. The global November total stands at 733 860 units which is a new record for a single month and +69 % higher than for November 2020. Approximately 12 000 units will be added in the final version from countries yet to be reported. YTD, the tally stands at nearly 5,8 million BEV and PHEV deliveries. Files with the preliminary global November totals are uploaded to the Data Center in various formats.
13 December: The high level results for EV sales and total passenger vehicle sales in November are available in the Data Center. They cover BEV and PHEV sales in the top-15 EV markets. The 2021 whole year forecast is adjusted by -100k units to 6,74 million BEVs and PHEVs, following a relatively weak October (November meets expectations) and recurring COVID-19 restrictions on public activities. China sales keep beating expectations while Europe shows only few and weak signs of recovery. This is for total markets. EV sales and shares keep growing fast, even if the pace slows down numbers compare to the strong results of November 2020.
12 December: The weekly volume update with 2nd round of detailed results for November is now available on the EV-volumes Data Center. USA increased +58 % y/y with 56500 units BEV and PHEV. Canada +15 %, Mexico +42 %, Brazil +58 %, Israel +247 % to 2000 units, India +143 % to 1273 units, Germany +12 %, Denmark +66 %, Spain +38 %, Netherlands +5 %, France +53 %. Growth rates in Europe are coming down as the numbers compare to the very strong sales in Nov and December 2020.
06 December: The Battery Shipment Tracker with October data is uploaded to the Data Center. Another 27,7 GWh of battery capacity were installed in 624 300 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is +88 % higher than for October 2020. Unit growth of BEVs and PHEVs was 73 %. The difference in growth relates to the increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the month with 7,5 GWh installed in October; year-to-date, CATL leads as well, with 56,6 GWh installed (25,8 % share), closely followed by LG with 54 GWh installed. #3 is Panasonic with 30,8 GWh. The tally is for Light Vehicles, including Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with high uptake by Tesla (CATL made) and high sales in BYD, GM-SAIC Baojun, Wuling mini EVs and other new-comers. The worldwide share of LFP batteries was 17 % in October and 14 % year-to-date, compared to 5 % in 2020.
4 December: The 1st round of November BEV-PHEV-FCEV sales is uploaded to the Data Center. Sweden increased +12 % y/y with 11702 units BEV and PHEV. Switzerland +35 %, Ireland +256 %, but Belgium decreased -20 %. These results are available by model. Other markets have reported November BEV & PHEV totals and I mention them here FYI; note that they are for passenger cars and preliminary. Germany 67k units, +14 % y/y and a 34 % share in a very depressed car market, -32 % lower than Nov 2020. USA recorded 57 600 units, +66 % in a light vehicle market that was -18 % down y/y. Norway 14k, +39 % in a car market that increased by 22 %. The share of BEVs and PHEV in Norway car sales was 91 % in November. Where EVs are big, the market is up. The details by model will become available in coming releases.
2 December: The Country xEV Share is updated with the results for October. It covers 55 markets and the sales and shares for BEV, PHEV, HEV and MHEV relative to the total Light Vehicle sales in each country.
2 December: The OEM xEV Share Tracker is updated with the results for October and YTD 2021. This tracking covers the BEV, PHEV, HEV and MHEV sales and shares within the total volume of 46 OEM in the market areas Europe, USA, Canada, Japan, South Korea and China.
1 December: We had to re-issue the BEV-PHEV-FCEV file because Mustang sales were missing for USA and a lower estimate for LCVs in China. The net change is +891 units for October.
30 November: The final, global BEV-PHEV-FCEV sales results are uploaded to the Data Center. The global total reached 624 000 units in October, thereof 448 400 BEVs, 173 950 PHEVs and 1577 FCEVs. The year-on-year growth was +73 % for October and is +128 % year-to-date. The increases are highest in China where volumes were up +118 % for October and +174 % ytd. For Europe the result was 191 000 units in October, +26 % y-o-y and +93 % ytd. The number of plug-in vehicles sold this year has passed the 5 million mark in October. For the complete year we are expecting 6,7 to 6,8 million sales. This compares to 3,24 million sales in 2020. The final sales numbers for October and the associated battery installations are available for download in xls pivot table format on the Data Center. It has pre-formatted pivot tables and some interactive diagrams. Log-in is required.
28 November: The weekly upload is available with additional volume details for many smaller EV markets in Eastern Europe, Africa, Middle-East, Central & South America and Asia. Only 1800 units were added to the tally. Volumes in UK, Austria, Greece and LCVs in China are still pending. They make up more than 5 % of the total and we do not issue the Excel file with preliminary global results for that reason. We rather issue the final totals next week, when UK, Austria and China LCVs become available.
22 November: We have received the official China passenger car sales result for October, including imports. The numbers were significantly higher than initially reported in media. We have therefore issued a new Early Volume 1-pager reflecting the changes in the numbers and the commentary.
21 November: The third round of detailed plug-in sales results for October is uploaded to the Data Center. It has additional volume details for Italy with growth of +82 % y/y, France +33 %, Netherlands -5 %, Spain +47 %, Turkey +261 %, Iceland +112 %. Volumes in UK, Austria and many smaller EV markets are still pending and we expect the tally to increase by another 50-55 000 units before we can issue the preliminary global numbers.
14 November: The second round of detailed plug-in sales results for October is uploaded to the Data Center, including first results for China. The tally in China stands 321 400 units (+177 %) with LCVs, most imports and some newcomers still to be reported. Further countries in this update: Brazil 680 units +154 %, Canada 5579 units +30 %, India 1198 units 130 %, South Korea 12720 units +202 %, Germany 54493 units +11 %, Norway +2 %, Portugal +44 %, Poland +44 %, Romania +91 %, Slovenia +31 %.
11 November: Early October results for EVs and passenger market totals are available in a 1-pager for download. EV sales are lower than in September due to seasonality and Tesla logistics, but are still the 2nd highest monthly ever. Growth for EV sales in the top-15 markets was +74 %, while total passenger car markets were down -22 % combined compared to October last year. The resilience of EVs against market downturns and component shortages continues. EV sales (BEV+PHEV) add up to 574 000 units in the top-15 markets; the EV share in passenger cars was 14,3 %. Including all countries and LCVs we are expecting 640 000 to 660 000 units BEV & PHEV to be sold in October. The forecast for 2021 is unchanged at 6,84 million units, an increase of 111 % over 2020.
07 November: The first round of detailed October PEV sales is uploaded to the Data Center Tool. Growth rates for the countries reported: Australia +590 %, USA (preliminary) +47 %, Israel +125 %, Belgium +9 %, Denmark +99 %, Finland +105 %, Ireland +39 %, NL -5 %, Norway +2 %, Sweden +2 %, Switzerland +26 %. The car market totals in Europe and for USA were, again, very weak with -20 % to -35 % losses compared to October 2020.
03 November: The Battery Installation Tracker with September data is uploaded to the Data Center. Another 33,8 GWh of battery capacity were installed in 704 500 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is +109 % higher than for September 2020. This corresponds well with the sales increase of BEVs and PHEVs which was +95 % higher than in September 2020. The difference in growth relates to the increasing battery size per vehicle and a higher share of BEVs in the mix. Worldwide, CATL led the months with 9,4 GWh installed in September; year-to-date, CATL leads as well, with 49,1 GWh installed (25,6 % share), closely followed by LG with 48,7 GWh installed. #3 is Panasonic with 28,1 GWh. The tally is for Light Vehicles, meaning Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made), more applications in BYD vehicles, high sales of Baojun / Wuling mini EVs and other new-comers. The share of LFP batteries is 13 % in 2021 compared to 5 % in 2020.
03 November: Updated OEM xEV Share Tracker, now including Q3 and September xEV and ICE deliveries by OEM Group
03 November: Update of Charging Infrastructure by Country Count. Now including data for October 2021. Since last update there is an increase of public charging stations with 18% and has now passed 1 million charging stations.
03 November: Calendar for timing of file updates published
01 November: The xEV Share Tracker with the global September data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 12 % of September light vehicle sales in the top 55 markets combined, which was 7,1 %-points higher than a year ago. Hybrids and Mild Hybrids reached 11,2 % compared to 8,1 % in September 2020. Total auto-sales remained weak in September: Europe -25 % y/y, China -17 % y/y, USA -25 %. Global sales for ICE-only vehicles contracted by -30 % while global sales of BEVs, PHEV, HEVs and MHEVs increased by 42 % combined. Growth of BEVs was +108 %, PHEVs+ 64 %, HEVs +4 % and MHEVs +15 %.
29 October: The final detailed BEV & PHEV & FCEV sales results for September ate uploaded to the Data Center Tool. The global tally ended at 706 000 units including FCEVs, +95 % higher than for September 2020 and a new all-time-high. As a rare occurrence, plug-ins even outsold Hybrids and Mild Hybrids in September. HEVs and MHEVs increased by just +10 % y/y in September to 659 000 units. The final sales numbers for September and the associated battery installations are available for download in xls pivot table format on the Data Center. Log-in is required
28 October: Vehicle Specification database updated, 33 new vehicles added and continuous data improvement on existing vehicles.
24 October: The third round of detailed BEV & PHEV & FCEV sales results for September is uploaded to the DC-tool. Except for some minor markets, the detailed volumes are available for most countries and the numbers are close to final. The global tally stands at 702 900 units, 94 % higher than for September 2020 and a new all-time-high. With 366 500 units (incl. passenger cars, LCVs and imports) China stood for half of the global September volume. The y/y growth rate was 172 %, impressive in a vehicle market that lost 20 % compared to September last year. Europe passenger car sales were -24 % lower y/y, while EVs (BEV+PHEV) increased by +41 %. USA light vehicle sales were down -25 % in September while EV sales increase by +66 %. The preliminary results for September sales and battery installations are available for download in xls pivot table format on the Data Center. Log-in is required.
17 October: The second round of detailed BEV & PHEV & FCEV sales results for September, including China, is uploaded to the DC-tool. Counting domestic production, most imports and LCVs (pending some late reported models) the China total stands at 353 900 units for September, +163 % higher than last year and a new record for a single month. The global total stands at 674 500 units (incl. 1455 FCEVs), which is a new all-time high and +92 % higher than September 2020. Markets worth ca 15 000 units are still to be reported before we can call the numbers final. While EVs post growth rates rarely seen before, total vehicle sales remain very weak. Europe passenger car sales are around -25 % lower y/y, USA -25 % , Japan -34 %, China -20 %. Shortage of micro-controllers and chips for ageing models is one reason. Simultaneously, we are now witnessing the long expected, broad shift of consumer demand into EVs. We have increased our forecast for 2021 to 6,84 million units BEV & PHEV, with supply constraints and sudden policy changes (China) being the main risks for continued, rapid EV growth.
12 October: Early EV sales, shares and total passenger vehicle sales results in the top-15 EV markets are now available for September as a 1-pager for download. The overview includes our EV forecast for 2021 which increased to 6,84 million units (was 6,4 m) globally. While %-growth for EVs slowed down in Europe, mainly because of the diminishing low-base-effect, uptake in China continues beyond expectations. The EV uptake again showed a strong resilience against weak vehicle markets and component shortages. In the top-10 European EV markets September EV sales grew by +39 %, while their total car markets were down -26 % y/y combined. The EV (BEV+PHEV) share stands at 24,5 % for the Europe top-10 in September. For the global top-15 EV markets sales were up 93 % for EVs and down -26 % for total passenger vehicles.
10 October: The first round of detailed September PEV sales is uploaded to the Data Center Tool. While EV still post healthy growth rates over September last year (Europe around +40 %, USA +67 %), total markets sales remain weak. Europe passenger car sales are around -25 % lower y/y, USA -25 % , Japan -34 %. The shortage of micro-controllers and chips is mostly affecting ICE-only vehicles. They often use older chip generations which chip makers do not prioritize during capacity constraints. Even some popular EVs have very tight inventories now and OTD times of 6 months are common. The only market with growth for total sales was Norway (+16 % y/y), where plug-ins reached 91 % of car sales in September.
6 October: The Battery Shipment Tracker is updated with the global results for August.
5 October: The xEV Share Tracker with the global August data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 9,9 % of August light vehicle sales in the top 55 markets combined, which was 5,8 %-points higher than a year ago. Hybrids and Mild Hybrids reached 10,4 % compared to 7,0 % in August 2020. Global auto-sales were weak in August: Europe -16 % y/y, China -14 % y/y, USA -17 %. Sales for ICE-only vehicles are contracting even faster, while sales of BEVs, PHEV, HEVs and MHEVs keep growing.
1 October: The final BEV-PHEV-FCEV sales for August are up-loaded to the Data Center. The global tally stands 540 500 units, thereof 388 500 BEVs, 151 200 PHEVs and 800 FCEVs. The increase over August 2020 was +116 % with China posting the highest growth rate, +183 %. The final results for August sales and battery installations are also available for download in xls pivot table format among the Data Center files. Log-in is required
18 September: Another update of detailed BEV & PHEV & FCEV sales results for August is up-loaded to the Data Center tool. Except for Hong Kong, Israel and some minor markets, the detailed volumes are available for most countries and the numbers are close to final. The global tally stands at 506 400 units, 102 % higher than for August 2020. Growth is slower now, esp. in Europe as volumes now compare to the recovering sales of last year. The y/y increase for August was 60 % in Total Europe, the YTD growth is 121 %. China came in with another record month, as expected (276k units Cars & LCVs, +157 %) in an otherwise weak total vehicle market, down 12 % y/y. NEVs and exports were the only beacons. Plug-in sales in USA were up by “only” 53 % y/y as Tesla is capacity constraint on some models and the Chevy Bolt is on hold for battery issues.
The preliminary results for August sales and battery installations are available for download in xls pivot table format on the Data Center. Log-in is required
17 September: Early EV sales, shares and total passenger vehicle sales results in the top-15 EV markets are now available for August as a 1-pager for download. The overview includes our EV forecast for 2021 which is unchanged at 6,4 million units. While EV growth slowed down in Europe, mainly because of the diminishing low-base-effect, uptake outside Europe continues beyond expectations. EV demand and supply again showed a strong resilience against weak vehicle markets and component shortages. In the top-10 European EV markets August EV sales grew by 56 %, while their total car markets were down 21 % combined, vs August of 2020. The EV (BEV+PHEV) share stands at 23,8 % for the Europe top-10 in August. For the global top-15 EV markets sales were up 104 % for EVs and decreased by -16 % for total passenger vehicles.
10 September: The 2nd round of detailed BEV & PHEV & FCEV sales results for August is uploaded to the DC tool. Growth is slower now in terms of percent, esp. in Europe as volumes now compare to the recovering sales of last year. Canada up +71 %, Mexico +25 %, Brazil +187 %, New Zealand +120 %, India +190 %, South Korea +174 %, Belgium +58 %, Denmark +87 %, Finland +51 %, Netherlands +18 %, Sweden +26 %, Switzerland +61 %, Russia +27 %.
08 September: The Battery Shipment Tracker is updated with the global results for July.
08 September: The 2021 YTD Battery Volumes in the July PEV excel file did not include the July volume. This is now corrected.
08 September: The xEV Share Tracker with the global July data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 8,2 % of July light vehicle sales in these 55 markets, which was 4,3 % higher than a year ago. The share was lower than in June, when Tesla delivered record numbers. Hybrids and Mild Hybrids reached 11 % compared to 7,9 % in July 2020. Overall July auto-sales were weak in Europe (-22 % y/y) and China (-9 % y/y) Sales for ICE only vehicles are now contracting in most markets, while sales of BEVs, PHEV, HEVs and MHEVs keep growing.
07 September: The 4th round of detailed BEV & PHEV & FCEV sales results for July is uploaded to the DC tool. It also also includes the first results for August. The data still has model estimates in Italy but the BEV and PHEV totals are correct. Otherwise, the volumes are final. The tally stands at 498 600 units BEV+PHEV and 990 units FCEVs. The y/y increase for July is +97 % globally, in line with expectations. The first August results: USA 44 200 units +53 %, Australia +122 %, Taiwan -37 %, Norway +94 % (Tesla Model-Y intro), Ireland +167 %.
The results for July sales and battery installations are also available for download in xls pivot table format on the Data Center. Log-in is required. You will notice that the diagram in the Month by Years sheet now has volumes for the remaining months of 2021. These are calculated values based on the YTD volume and the average, historic seasonality factors for the remaining months. They are not a forecast, just an extrapolation.
22 August: The 3rd round of detailed BEV & PHEV & FCEV sales results for July is uploaded to the DC tool. It has the preliminary global totals for last month. The data has model estimates in Italy (totals are correct), Slovakia and imports/late reported models to China. Otherwise, the volumes are close to final. The tally stands at 495 200 units BEV+PHEV and 900 units FCEVs. The y/y increase for July is +95 % globally, in line with expectations. The preliminary results for July sales and battery installations are available for download in xls pivot table format on the Data Center. Log-in is required. You will notice that the diagram in the Month by Years sheet now has volumes for the remaining months of 2021. These are calculated values based on the YTD volume and the average, historic seasonality factors for the remaining months. They are not a forecast, just an extrapolation.
18 August: We have posted another Beta version of the xEV OEM Sales Tracker on the Data Center, now with the data including June 2021. It covers monthly and quarterly BEV, PHEV, HEV and MHEV sales by OEM and their share in total OEM sales. The tracking is available for OEM with regular sales volume reporting and in major markets around the world. Check it out and tell us what you think. You can contact Erik@ev-volumes.com, phone +46 733 50 29 47 for questions and suggestions. Erik has joined the EV-volumes team in April and has a background in aerospace supply chain management.
15 August: The 2nd round of detailed BEV & PHEV & FCEV sales results for July is uploaded to the Data Center Tool. The update includes China, pending imports, some LCV and late reported models. The y/y increase for July is 143 % on this basis. Other additional markets for July are Germany +55 %, France +8 %, Italy +200 %, Spain +44 %, Poland +31 %, Iceland +190 %, Turkey, +325 %, New Zealand +635 %, India +229 %, South Korea +175. Whereas Europe shows less extraordinary growth rates than in H1, as volumes now compare to the strong recovery phase during Q3, volumes outside Europe continue to increase at triple digit %-rates. On Friday we issued the July overview for passenger car sales in the top-15 EV markets (Data Center file for download). It also has the forecast for 2021 which increased to 6,4 million PEVs.
13 August: Early EV sales, shares and total passenger vehicle sales results in the top-15 EV markets are now available for July as a 1-pager for download. The overview includes our EV forecast for 2021 which has increased again, from 6,1 million to 6,4 million units. While growth slowed down in Europe, mainly because of the diminishing low-base-effect, uptake outside Europe continues beyond expectations. EV demand and supply proofed again a strong resilience against weak vehicle markets and component shortages. In the top-10 European EV markets June EV sales grew by 43 %, while their total car markets were down 27 % combined, vs the strong July of 2020. The EV (BEV+PHEV) share stands at 18,4 % for the Europe top-10 in June. For the global top-15 EV markets sales were up 100 % for EVs and decreased by -8 % % for total passenger vehicles.
8 August: The first round of detailed BEV & PHEV & FCEV sales details for July is uploaded to the DC tool. It includes USA with a y/y growth of +96 %, Australia +531 %, Taiwan +119 %, Belgium +50 %, Ireland +166 %, Norway +35 %, Switzerland +67 %, Sweden -6 % (!). Numbers include passenger cars and light commercial vehicles as usual. The y/y decline in Sweden came with a change in company car taxation of EVs and should be temporary. The EV tax rebate on BIK was reduced starting with July registrations, which caused deliveries to be moved from July to June whenever possible. We expect that the 2nd half of 2021 will see less extraordinary growth rates, esp in Europe, as volumes compare to the strong recovery phase during Q3. Mid next week we will issue the July overview for the top-15 EV markets and EV sales. Incoming results for Europe so far reveal a 25-30 % y/y decline in car markets and 40-50 % higher EV sales than July last year.
3 August: The Battery Installation Tracker with June data is uploaded to the Data Center. Another 27,7 GWh of battery capacity were installed in 604 200 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is 158 % higher than for June 2020, which was still impacted by the lock-downs of last year. Worldwide, LG led the months with 7,4 GWh installed in June; year-to-date, LG leads with 30,3 GWh installed (27 % share), CATL is #2 with 26,9 GWh, Panasonic #3 with 18,8 GWh. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) more applications in BYD vehicles, high sales of Baojun / Wuling mini EVs and other new-comers. The share of LFP batteries is 11,7 % in 2021 compared to 5 % in 2020.
2 August: The xEV Share Tracker with the global June data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 9,1 % of June light vehicle sales in these 55 markets, which was 5,2 % higher than a year ago. Hybrids and Mild Hybrids reached 11 % compared to 7,5 % in June 2020. Auto markets see a strong recovery after the corona crisis, but are still 10 % below the normal level of June sales, globally. PEV and HEV sales grew by 150 % y/y in June, HEV & MHEV by 55 % in a global light vehicle market that increased by 5,6 % y/y. Sales for ICE only vehicles are now contracting.
1 August: The final, global BEV & PHEV & FCEV sales details for June and H1-2021 are uploaded to the Data Center tool. The tally stands at 605 400 units including FCEVs, which is a new all-time-high, beating December 2020. The June y-o-y growth stands at +150 %, with a global plug-in share of 8,6 % in light vehicle sales. Year-to date 1,8 million BEVs and 0,86 million PHEVs were delivered, +162 % rsp. +176 % more than in 2020 H1. Fuel Cell EVs had 8500 sales in H1, +142 % vs H1 of 2020. All regional showed triple digit growth, with very few, minor countries in the red compared to June 2020, which was still affected by the lock-downs of Q2-2020. The 2nd half of 2021 will see less extraordinary growth rates as volumes compare to the strong recovery phase during Q3 and Q4. The final results for June sales and battery installations are available in xls pivot table format on the Data Center as well. Log-in is required.
25 July: The preliminary global BEV & PHEV & FCEV sales details for June are up-loaded to the Data Center Tool. The tally stands at 592 400 units which is very close to the all-time-high in December 2020. New monthly records were set in China (245k), USA (66k), Canada (6,7k), South Korea (15,4k), Australia (3,2k), Israel (3,4k), Austria (5,4k), Sweden (18k), Brazil (876). June y-o-y growth stands at +144 %, with a global plug-in share of 8,4 % in light vehicle sales. Year-to date 1,79 million BEVs and 0,84 million PHEVs were delivered, +161 % rsp. +176 % more than in 2020 H1. Fuel Cell EVs had 8500 sales in H1, +142 % vs H1 of 2020.
17 July: The 3rd round of detailed June sales results by model is up-loaded to the Data Center Tool. The strong growth continues as expected. EV sales in Germany increased +245 % y/y to 66 400 units, 52 % were BEVs. France increased+66 %, Finland +157 %, Spain +213 %, Israel +564 %. The June total for China stands at 230 000 units (+150 %) with imports, LCVs and late reported models still to be added. The global total is approaching 590 000 units EV sales, including estimates for markets where we still collect the data. This would make June the 2nd highest month ever, after December 2020. With 590k, June y-o-y growth is +143 %; the global plug-in share is 8,4 % of light vehicle sales.
10 July: The 2nd round of detailed June sales results by model is up-loaded to the Data Center Tool. EV growth continues strong around the world. USA +129 %, Brazil +315 %, Australia +680 %, Korea +179 %, India +174 %, Ireland +800 %, Norway +130 %. Volumes in many countries were supported by high end-of-quarter Tesla sales, but the effect of the low calculation base of June 2020 also plays in.
09 July: Early EV sales, share and market volume results for June are now available as a 1-pager for download. The overview includes our EV forecast for 2021 which has increased from 5,7 million to 6,1 million units. In the top-10 European EV markets June EV sales grew by 153 %, while their total car markets were up 12 % combined. The EV (BEV+PHEV) share stands at 20 % for the Europe top-10 in June. For the global top-15 EV markets sales were up 130 % for EVs and a mere 2 % for total passenger vehicles.
08 July: We have posted another Beta version of the xEV OEM Sales Tracker on the Data Center, now with the data including May. It covers monthly and quarterly BEV, PHEV, HEV and MHEV sales by OEM and their share in total OEM sales. The tracking is available for OEM with regular sales volume reporting and in major markets around the world. Check it out and tell us what you think. You can contact Erik@ev-volumes.com, phone +46 733 50 29 47 for questions and suggestions. Erik has joined the EV-volumes team in April and has a background in aerospace supply chain management.
05 July: The xEV Country Share Tracker with the global May data is uploaded to the Data Center.
05 July: The Battery Installation Tracker with May data is uploaded to the Data Center. Another 20,2 GWh of battery capacity were installed in 471 700 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is 205 % higher than for May 2020, which was still impacted by the lock-downs of last year. Worldwide, LG led the months with 6,0 GWh installed in May; year-to-date, LG leads with 22,9 GWh installed (27 % share), CATL is #2 with 19,1 GWh, Panasonic #3 with 13,2 GWh. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) more applications in BYD vehicles, high sales of Baojun and Wuling mini EVs. The share of LFP batteries is 11,5 % in 2021 compared to 5 % in 2020.
02 July: The final global BEV & PHEV & FCEV sales details for May are up-loaded to the Data Center Tool. The global tally stands at 322 700 units BEV, 148 100 PHEV and 1585 FCEVs for May for a total 472 600 units. Year-to-date May 2,05 million EVs were sold, for share of 5,9 % in global light vehicle sales. The update also has the June results in the first 3 countries: Belgium 6739 units +91 % y/y, Sweden 18053 units +177 %, Spain 7273 units +213 %. A new Excel file with diagrams and pivot tables is available among the Data Center files.
27 June: An intermediate update for BEV & PHEV & FCEV sales details for May is up-loaded to the Data Center tool. The numbers are not final yet as Italy results still have estimates. This update adds May sales in many smaller EV markets and for late reported models in China. The tally has grown to nearly 470 000 units BEVs and PHEVs for May. FCEVs had 1585 sales. Final results for May become available around the 30th of June.
20 June: The preliminary global BEV & PHEV & FCEV sales details for May are up-loaded to the Data Center Tool. We still have estimates for some models in Austria, Italy and China and some minor markets are still blank. Otherwise, the tally is complete. The Plug-in vehicle total stands at 467 500 units for May, 202 % higher than in May 2020 (mind the low base) and the 3rd highest ever recorded. The total light vehicle market increased by 34 % y/y in May (6,83m units), meaning that the EV share jumped to 6,8 % compared to 3,0 % a year ago. All regions had triple digit growth rates for EVs. This is likely to continue through June as well. In the 2nd half of the year, growth rates will decline as the numbers compare to the very strong results of 2020 H2. We expect 5,7 million BEV & PHEV to be delivered in 2021, but it could become more.
13 June: The 2nd round of detailed BEV/PHEV/FCEV sales results for May is uploaded to the Data Center. It has the China numbers for most passenger cars, which came in at 190k, 131 % higher than May 2020. We expect the volume to increase by further 10k when LCVs and some late reporting brands are included. EV sales in France were 25 163 in May, +235 %, Canada (5200 units) increased by 92 %, Taiwan 10-folded sales to 1100 units. The global tally for May stands at 333k, but many high-volume markets like Germany, UK, Italy, Japan, Korea are still to be reported. They will increase the global total by another 100k. Growth rates are very high as volumes compare to the low base of May 2020 when many markets were still in partial or complete corona lock-down.
9 June: The overview of EV and Market volume totals for May is uploaded to the list of Data Center files. EV sales continued to exceed total market increases and gained further market share. The combined share in the top-10 EV markets in Europe was 17,8 % in May. For the global top-15 EV markets, the share was 8,3 %.
6 June: The first results for April BEV, PHEV and FCEV sales are uploaded to the Data Center Tool. Growth rates are very high as volumes compare to the low base of May 2020 when many markets were still in partial or complete corona lock-down. Even with this caveat, the uptake is impressive: USA +215 %, Brazil +414 %, Australia +660 %, Belgium +133 %, Denmark +392 %, Ireland +350 %, Norway +132 %, Spain +446 %, Sweden +177 %, Switzerland +189 %.
2 June: The Battery Installation Tracker with April data is uploaded to the Data Center. Another 16,6 GWh of battery capacity were installed in 415 000 BEVs & PHEVs (Light Vehicles) around the world. In terms of GWh this is 218 % higher than for April 2020, which marked the low-point of vehicle sales during the lock-downs of last year. Worldwide, LG led the months with 4,9 GWh installed in April; year-to-date, LG leads with 17 GWh installed (26 % share), CATL is #2 with 15 GWh, Panasonic #3 with 10,3 GWh. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) BYD, Baojun and Wuling. The share of LFP batteries is 12 % in 2021 compared to 5 % in 2020.
2 June: The Global Charging Station Count is updated to the May 2021 status. During the 6 months since November 2020 the global number of public charging locations has increased by 33 %. Note that the number (871 700 in total, globally) considers the number of locations for each connector type. Consequently, the number of locations by connector type, rsp. charging performance is the more relevant information for network density and the availability of vehicle specific charging solutions. The number of connectors is much higher than the number of locations as one GPS location usually provides multiple connectors. In the previous edition we eliminated legacy connector types and household sockets from the data, which have become less and less relevant for public charging. The change is consistent thru the entire historic data and reduces some of the clutter in the diagrams and tabulations.
1 June: The xEV Share Tracker with the global April data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached a combined 6,1 % of April light vehicle sales in these 55 markets, which was 3 % higher than a year ago. Hybrids and Mild Hybrids reached 9,5 % compared to 6,8 % in April 2020. Auto markets see a strong recovery after the corona crisis, but are still below the normal level of April sales in most countries. PEV and HEV sales grew 3 times faster than the total market and rapidly increase their share, esp in Europe. Among Hybrids, Mild Hybrids have overtaken Full Hybrids this year. Following the successful launches of affordable 12V systems by Suzuki, Mazda and Mitsubishi, even Japan is now embracing MHEVs and sales have increased 8-fold year-to-date. We have adjusted the 2020 volumes for MHEVs in Japan as these launches happened earlier than assumed.
30 May: The final global April results are uploaded to the Data Center tool. Higher than expected sales in Austria and Italy and additional volume from smaller markets added another 3400 units relative to the preliminary file of last week. The global total stands at 414 100 BEV and PHEV sales, a growth of 243 % over April 2020. The y/y growth was +404 % in Europe, +170 % for China, +310 % in USA and +138 % outside the aforementioned. Year-to-date April BEV and PHEV volumes stand at 1580 200 units which is 166 % more than in the first 4 months of 2020. This compares to a total light vehicle market which improved by +32 % over Jan-April 2020. The global share of Plug-ins reached 5,9 % in April, compared to 3,1 % a year ago. The share in EU+EFTA+UK combined was as high as 15,2 % in April. The data is also available in an Excel file with pivot tables and charts, posted among the Data Center files (log-in required).
23 May: The preliminary global April results are uploaded to the Data Center. Italy and Austria still have estimates for some models, otherwise the data is close to final. The global total for April stands at 410 700 BEV and PHEV sales, a growth of 241 % over April 2020. This includes passenger cars and light commercial vehicles. Year-to-date April, 1577 700 units were delivered, an increase of +166 % over 2020. Growth was strong in all regions, esp in Europe (+400 %) where volumes compare to the low base during the lock-downs of April 2020. As usual, the preliminary results are available in Excel with pivot tables and charts among the Data Center files. This file also has the basic battery shipment update for April.
Please note that the Excel file has new columns for the vehicle architecture (aka platform), and further battery information, like the cathode mix and cathode supplier, the cell type and the energy density. The information is not available for all models, yet, and covers ca 2/3rd of the volume with the current status. We are working on reaching over 80 % in the coming weeks.
21 May: EV-volumes introduces a new tracker tool. We have posted a test version of the xEV OEM Sales Tracker on the Data Center. It covers monthly and quarterly BEV, PHEV, HEV and MHEV sales by OEM and their share in total OEM sales. The tracking is available for all OEM with regular sales volume reporting and in major markets around the world. Check it out and tell us what you think. You can contact Erik@ev-volumes.com, phone +46 733 50 29 47 for questions and suggestions. Erik has joined the EV-volumes team in April and has a background in aerospace supply chain management.
16 May: The second round of April BEV, PHEV and FCEV sales are up-loaded to the Volume Tool. As numbers compare to the low volume base during COVID-19 lock-downs in April 2020, year-on-year growth rates are very high. France 21652 units +1140 %, Netherlands 5243 units +136 %, Norway 11245 units +112 %, Portugal 2350 units +350 %, Poland 1218 units +311 % are back on track this year. BEV and PHEV sales posted higher growth than the recovering vehicle markets, converting to much higher EV shares this year. Model details in China, Japan, Germany, UK, Italy are released with the next update. For the passenger car totals in the top-15 EV markets, please refer to the "April 2021 Early EV Market Results & Forecast" in the list of Data Center files.
12 May: The overview of Early EV and Market volume totals is uploaded to the list of Data Center files. Despite exceptional y/y growth rates for total markets versus the low base of April 2020, EV sales are beating the total market increases and gain further market share. One out of 6 cars sold in Western & Central Europe was a BEV or PHEV in April. The share was 7,5 % on average in the top-15 EV markets.
9 May: The first results for April BEV, PHEV and FCEV sales are uploaded to the Data Center Tool. As numbers compare to the low volume base during COVID-19 lock-downs in April 2020, year-on-year growth rates are extraordinary. Belgium 5911 units, +1230 %, Ireland 1260 units, +1900 % and Spain 4745 units, +2740 % are such examples. In Denmark PEVs increased 319 % y/y, in Finland +186 %, Sweden +125 %, Switzerland +292 %, USA +310 %, Canada +143 %, South Korea +50 %. In all markets, BEV and PHEV sales posted higher growth than the recovering vehicle markets, converting to much higher EV shares this year.
5 May: The Battery Installation Tracker with March data is uploaded to the Data Center. Another 23,6 GWh of battery capacity were installed in 555 500 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of MWh this is 139 % higher than for March 2020. Worldwide, LG led the months with over 6 GWh installed; year-to-date, LG leads with 12 MWh installed (25 % share). The 6 largest cell producers CATL, LG, Panasonic, BYD, Samsung and SK stood for 84 % of all new battery capacity installed. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups. The renaissance of LPF batteries continues, with increased uptake by Tesla (CATL made) BYD, Baojun and Wuling. The share of LFP batteries was 13 % in Q1-2021 compared to 5 % in 2020.
4 May: The xEV Share Tracker with the global March data is uploaded to the Data Center. It covers 95 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids. Plug-ins (BEV & PHEV) reached 7,0 % of March light vehicle sales in these 55 markets, which was 3 % higher than a year ago. Hybrids and Mild Hybrids reached 10,2 % compared to 7,5 % in March 2020. Auto markets see a strong recovery after the corona crisis, but still trail the normal level of March sales. PEV and HEV sales grow 2-3 times faster than the total market and rapidly increase their share, esp in Europe. Germany is now the second largest EV market after China with a YTD share of 9 % BEVs in new cars sales and another 11 % for PHEVs.
30 April: The final March results for BEV & PHEV sales are uploaded to the DC tool and as an Excel file all details for sales and battery installations. The global total for March sales stands at 554 660 BEVs & PHEVs, 178 % higher than March 2020 and the second highest ever. Q1-2021 sales stand at 1168 640, 147 % higher than Q1-2020. This includes passenger and light commercial vehicles. The number of new Fuel Cell EVs was 2026 units for March and 3730 units for Q1, a 102 % increase over 2020-Q1.
25 April: The preliminary global March results are uploaded to the Data Center. Italy and Austria still have estimates for some models, otherwise the data is close to final. The global total for March stands at 553 400 BEVs & PHEVs, 177 % higher than March 2020 and the second highest ever. Only December 2020 was higher with 593k. Q1-2021 sales stand at 1167 800, 147 % higher than Q1-2020. This includes passenger and light commercial vehicles.
Please note that the Excel file has new columns for the vehicle architecture (aka platform), and further battery information, like the cathode mix and cathode supplier, the cell type and the energy density. The information is not available for all models, yet, and covers ca 2/3rd of the volume with the current status. We are working on reaching over 80 % in the coming weeks.
18 April: The 2nd round of BEV, PHEV and FCEV sales in additional 19 countries is uploaded to the Data Center, including China (up 262 % to 224 300 units). With few exceptions, sales continue very strong in all regions, both, sequentially and year on year. The global total stands at 513 000 BEVs & PHEVs with model sales for Japan, Taiwan, Hong Kong, Austria, Italy and Hungary details still on the way in. Global sales in Q1 of 2021 are estimated 143 % higher than in 2020. This includes passenger and light commercial vehicles.
15 April: Following many client requests, we have resumed the monthly reporting of early EV and passenger car sales totals in the largest EV markets. This is replacing the COVID-19 Market Impact reports of 2020 in a very condensed format. We are also presenting our forecast for the full year of 2021 and want to notify that EV demand is significantly higher than most previous expectations. Following global sales of 3,25 Million BEV and PHEV sales in 2020, we expect the 2021 global total to come in at 5,7 million units, a 75 % increase. The report will be updates monthly and becomes available on the 15th of each month at latest, earlier if possible, depending on the reporting cycles of our sources. 13:30 CET: we posted a new version with the correct market totals for regions outside the Triad and the global totals for 2021.
11 April: The first round of BEV, PHEV and FCEV sales in March is uploaded to the Data Center. March details are available for 17 countries. With few exceptions, sales continue very strong, both, sequentially and year on year. USA up +110 % with broad based gains by all OEMs. Canada still in reverse (-13 % y-o-y) likely related to the retail price cap for EV grants. India up +255 % and poised to reach over 10 000 EV sales this year. Australia recovering from the slump in 2020 H2 with high Tesla deliveries, now partly coming from the China plant. Growth in most European countries remains exceptional, with sales reaching the high levels of October and November last year. Results vs March 2020: Belgium +205 %, Denmark +278 %, Ireland +204 %, Poland +158 %, Spain +300 %, Sweden +123 %, Switzerland +80 %. The only market with a Q4 hang-over is NL due to a reduction in BEV tax incentives for 2021. Further countries have published EV totals and the results are impressive: China NEV passenger car sales reached 212 000 units, an increase of +250 % y/y. UK EV sales (cars) were up +110 % y/y to 39 300 units, EV sales in Germany increased 240 % to 65 700 units. Globally, we are expecting more than 5 million BEV and PHEV sales for 2021, an increase of at least 55 % over 2020.
05 April: The Battery Installation Tracker is now uploaded to the Data Center. Another 11,5 GWh of battery capacity were installed in 279 200 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of MWh this is 133 % higher than for February 2020. Worldwide, LG led the months with over 2,9 GWh installed; year-to-date, CATL leads with 7,0 MWh installed (29 % share). The 6 largest cell producers CATL, LG, Panasonic, BYD, Samsung and SK stood for 86 % of all new battery capacity installed. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups.
05 April: The xEV Share Tracker with the global February data is uploaded to the Data Center. Plug-ins (BEV & PHEV) reached 5,2 % of global light vehicle sales, a sequential decrease compared to the final sprint of Nov/Dec 2020, but already higher than for October last year. Hybrids (HEV+MHEV) reached 9,2 % global share, which is another all-time-high. In Europe, shares nearly doubled for both categories, y/y. Outside Europe, growth was faster for plug-ins. YTD February, BEV volumes increased +136 %, PHEVs +101 %, HEVs +25 % and MHEVs +61 %.
03 April: The final global results for February are uploaded to the Data Center. The global total for February stands at 279 000 units, +136 % higher y/y. YTD February, 610 000 BEV and PHEV were delivered, which is +123 % higher than a year ago. Not yet in this file are the first results for March. We received preliminary totals from USA with over 90 % increase in BEV-PHEV sales for Mach y/y to around 52 000 units. This is a new all-time high for USA and supports our 2021 estimate for 5m global BEV&PHEV sales.
The final February results are available as an Excel file for download as well. This file also has the Battery Installations in MWh capacity associated with the sales volumes. It also has a feature in the “Month by Years” tab where you can see how the YTD SAAR plays out for countries and other filter criteria of your choice. Check it out, but always remember: the SAAR is a calculation based on YTD actuals and past seasonality. It is not a forecast.
28 March: The 4th round of February volumes for BEVs and PHEVs is up-loaded, but they are not final, yet. Volumes for Austria and Korea still have some estimates, Taiwan results are still pending. Otherwise, all countries are covered by now. The global total for February stands at 277 660 units, +135 % higher y/y. YTD February, 609 000 BEV and PHEV were delivered, which is +123 % higher than a year ago. The final results will become available by the end of the coming week.
21 March: The 3rd round of February volumes for BEVs and PHEVs is up-loaded and has the preliminary global results for February. China NEV sales reached 108 000 units incl imports and LCVs, which was 7 times higher than for February of 2020 when only 15k were delivered amid strict lock-downs. Regardless of low bases of comparison, the YTD result in China (+312 %) is very strong and extrapolated to the complete year would mean 4 million sales. Much likely, policy makers will stifle any signs of overheating by further subsidy cuts, as they did in 2019 H2. CAAM is expecting only 1,8m for 2021; we expect at least 2m. In Europe (Western & Central), plug-in sales increased by +66 % in February y/y, following +49 % in January. The Europe SAAR is now trending towards 2,2 million, but may get lower as some countries reduce grants, like the UK did last week, effective immediately. UK sales for February had increased +37 % y/y, following +137 % for the entire 2020 vs 2019. Please note that February results in Austria and Hungary are still estimates. The global total for February stands at 277 500 units, +135 % higher y/y. YTD February, 609 000 BEV and PHEV were delivered, which is +122 % higher than a year ago.
The preliminary results are available as an Excel file for download as well. The file has a feature in the “Month by Years” tab where you can see how the YTD SAAR plays out for countries and other filter criteria of your choice. Check it out, but always remember: the SAAR is a calculation based on YTD actuals and past seasonality. It is not a forecast.
14 March: Additional results for February BEV, PHEV and FCEV sales are uploaded to the Data Center Tool. The y/y growth rates: Israel up +84 %, Brazil +113 %, Mexico +30 %, India +397 %, Russia +141 %, all from small bases. Canada still in reverse with -17 % y/y and a backlash in Japan with -24% from a strong Feb 2020 result. USA was up +123 % y/y in February. Australia finally showed growth (+65 %) with higher sales of Porsche, Mercedes and Volvo. Europe markets continued strong: Germany posted 40 900 plug-in sales (+145 %), again a higher monthly volume than in USA. The details for UK are still pending; totals for February in UK were up +40 % for BEVs and +52 % for PHEVs in a total car market that was -35,5 % lower than Feb 2020. China’s detailed results are likely coming with the next update; NEV totals are reported at around 110 000 units which is 7 times the volume of Feb 2020, when China was in strict COVID-19 lock-downs. NEV sales were more than twice the volume of Feb 2019, while total vehicle sales (1,455m) were still below the Feb 2019 result.
9 March: The Battery Installation Tracker is now uploaded to the Data Center.
8 March: The xEV Market Share Tracker with the January results in 51 markets is uploaded to the Data Center. Plug-ins (BEV & PHEV) reached 5,4 % global market share, which compares to 2,56 % in January 2020. January is usually the weakest month of the year, but shares are already above the 4,2 % for the 2020 world total. Europe continues to lead with 11,6 % PEV share and 15,7 % HEV + MHEV share in January, for Western and Central Europe.
6 March: The final global January results for BEVs, PHEVs and FCEVs are uploaded to the Data Center tool. The global total for January was 330 000 units, incl 650 FCEVs, +112 % higher than for January 2020. The file also includes the first results for February in USA +124 %, Norway +22 %, Sweden +48 %, Netherlands -16 %, Belgium +94 %, Spain +11 % and Switzerland +67 %. The German KBA has released the February BEV passenger car totals (18300, +124 %) and PHEVs (21900, +162 %) with detailed model sales becoming available next week. The total German car market was -19 % below last year. The February totals in UK were up +40 % for BEVs and +52 % for PHEVs in a total car market that was -35,5 % lower than Feb 2020. EV sales stay resilient to yet another downturn in car markets amid corona lock-downs. The numbers are also available in Excel in the list of databases.
28 February: The preliminary global January results for BEVs, PHEVs and FCEVs are uploaded to the Data Center, for the Volume Search Tool and as an Excel Database. Except for estimates on model level in Italy (BEV and PHEV totals match actual results) the tally is close to final. Global growth was a strong +111 %, partly because the numbers compare to a relatively weak January 2020 in China. EV sales in Europe increased by +49 %, with Germany (+124 %) continuing as the main contributor. Japan (+35 %) is back to growth with higher sales of new, domestic models Honda e and Mitsubishi Eclipse PHEV. Korea posted +60 % y/y, all import driven as sales of domestic Hyundai-Kia continue to decline. A total of 327 600 BEVs & PHEVs were delivered in January, by far the highest January result ever. 67 % of sales were pure electric BEVs. The number delivered FCEVs was 15 units.
The global January light vehicle market was up +2 % driven by year on year increases in China, Japan and Korea. Europe sales plunged by -24 % compared to the pre-pandemic January 2020 and sales in USA were down by -3 % y/y. EV sales continue to outperform total markets and gained further market share; 4,9 % in January 2021 compared to 2,4 % in January 2020. The EV share for the entire 2020 was 4,2 %.
21 February: January results for further countries are uploaded to the Data Center, including Germany (+124 % y/y incl. LCVs), UK (+38 %) and France (+1%). Excluding still pending Italy and Hungary the growth in Europe for January was +47 % compared to January 2020. After years of decline Japan finally shows a +35 % increase with the introduction of a BEV subsidy for this year. No full details from China, yet. The NEV total was around 180 000 for January, a y/y increase of +230 %, partly explained by the timing of the Chines new year festivities, which started in January 2020 and in February this year. Tesla delivered 15 500 Model-3 MIC in China in January, which was 8000 units lower than for December. However, the company built 8000 RHD Model-3 with LFP batteries in Shanghai, which will show up in February sales in Australia, NZ, UK, Japan. Hopefully, we have the complete China data-set in the coming update by the end of the coming week.
13 February: January results for further 11 countries and uploaded to the Data Center tool. The highlight is India where sales grew 16-fold compared to January 2020 by sales of the Tata Nexon small SUV. The total for January was only 1000 units, but still. Canada still in reverse with limited supply of European PHEVs and the Tesla Model-Y. The global total for 2020 is 1900 units up vs the previous file from inclusions of certified volumes in Hungary and Poland. Also, we have included rows for the China made Tesla Model-3 which is exported to 13 Europe markets, with 4080 sales in December. This reduced the volumes of the USA made versions, the total for Model-3 is unchanged.
07 February: The January sales results for the first 13 countries are available in the Data Center tool. With few exceptions the year-on-year growth continues. PEV volumes in USA are up +70 % and most Europe markets continue at double-digit growth. The %-growth rates are lower than in Q4-2020, as volumes compare to the relatively strong results of January 2020.
03 February: The Battery Installation Tracker is updated to the December 2020 status. Another 26 GWh of battery capacity were installed in 591 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 109 % higher than for December 2019 and the highest monthly capacity ever. The 2020 global total was 139 GWh, a 39 % increase over 2019. Among battery cell suppliers LG was the big winner with a 24 GWh increase to 36,5 GWh installed in BEVs and PHEVs around the world, a 195 % increase. The 2019 leader Panasonic did not follow its main customer Tesla to China and posted a 2 % decrease y/y to 29,4 GWh. CATL installed 16 % more than 2019, compensating decreasing demand from Chinese brands by a contract for the Tesla Model-3 (MIC). Samsung SDI, SK Innovation and CALB posted healthy % gains, too. The battery supplier landscape has further consolidated, 15 smaller battery suppliers in China, have lost over 70 % of their volume and the global top-10 suppliers now stand for 94 % of all cell deliveries.
02 February: We have new, more accurate info for the battery type split in the MIC Tesla Model-3 in Oct, Nov, Dec. A new BEV & PHEV file is uploaded with the 2 Feb date.
02 February: The xEV Country Share Tracker is uploaded with the worldwide December and full year 2020 data. The Share Tracker covers the top-50 xEV markets where we obtain BEV, PHEV, HEV, PHEV and total market sales on a monthly basis. December plug-ins sales (BEV & PHEV) reached 7,6 % combined in the top-50 markets (4,2 % of all markets), another all-time-high. Hybrids (HEV+MHEV) reached 7,2 %. Shares and growth were highest in Western & Central Europe where 20,6 % of new Passenger Car & LCV sales were plug-ins and 12,7 % were hybrids. One of 7 new car sales in W&C Europe were BEVs in December. It was the final sprint to reach the CO2 mandated for 2020. For the year, PEVs reached 4,5 % in the top-50 markets (4,2 % of all markets) and HEVs + MHEVs reached 7,1 %. For the EU and EFTA countries combined, the PEV share was 10 % and Hybrids reached 11 % of new light vehicle sales. A common observation is that xEV share in passenger cars is 10 times higher than in LCVs. We hope you will like the additional tabulations and diagrams for XEV share rankings and XEV sales.
29 January The final BEV, PHEV and FCEV sales for 2020 are uploaded to the Data Center Tool. An Excel file will follow later today. On global sales of 3,24 million EVs, 69 % were BEVs and 31 % PHEVs. The global EV share was 4,2 %. For the production location of these sales: 1,15 M were made in Europe, 0,5m in North America and 1,6m were made in the Asia- Pacific region (China, Korea, Japan). While USA, Mexico, South Korea and Japan were net exporters of EVs, Europe sold more EVs (1,4m) than it produced. China exported 33 500 units and imported 28 900 units.
22 January: The preliminary December and 2020 totals are uploaded to the Data Center as an Excel file and is available in the Retrieval Tool as well. The data is preliminary as it has estimates for some models in a few markets which become available in a week from now. As indicated earlier December brought in over 590 k of BEV and PHEV sales, 593k to be precise. The global total stands at 3241 800 units BEV+PHEV, an increase of 43 % over 2019. Plus another 8400 FCEV, an increase of 10 % over 2019. Within the growth of 978 000 additional sales worldwide, 806 000 were generated in Europe, for a total of 1395 000 sales. This was more than in China - for the first time since 2015.
19 January: The Global Charging Station Count is updated to the November 2020 status. During the 6 months since May 2020 the total number of public charging locations has increased by 20 %. Note that the number (641 500 in total, globally) considers the number of locations for each connector type. The number of connectors is way higher as one location can provide multiple connectors. We have eliminated legacy connector types and household sockets from the data, which have become less and less relevant for public charging. The change is consistent thru the entire historic data and reduces some of the clutter in the diagrams and tabulations.
17 January: The 2nd round of December sales for BEV, PHEV and FCEV are uploaded to the Data Center. UK and Austria are still pending, otherwise the largest markets are covered. China came in with 239 000 units, which was 10k lower than expected, but could still increase from late reported entries. For the global total of December we are now expecting over 590 000 deliveries, bringing the 2020 total to over 3,2 million units.
09 January: December and full year results for 2020 for the first 20 countries are up-loaded to the Data Center Tool. December had the final sprint in Europe, with new records for volumes and growth in many markets. In Germany alone 81 500 BEV & PHEV were registered, for a share of 26 % in car sales. BEVs had 14 % market share. Growth over December was over 600 % and 250 % for the year. The 2020 total was 396 700 units making Germany the world's 2nd largest EV market after China. More results: USA 48 600 units +25 % for December and 329 000 units +4 % y/y for 2020. France 37 100 units +375 % for December and 193 250 units +182 % for the year. Norway +194 % in Dec (87 % of new reg's were BEV&PHEV) and +33 % for 2020. Sweden +267 % in Dec and +131 % for 2020. Netherlands +35 % / +33 %, Italy +736 % / +234 %, Belgium +283 % / +167 %, Spain + 494 % / +126 %, Switzerland +103 % / 92 %, Denmark +545 % / +246 %. The global total for December is trending towards 580 - 590 000 units now, with 2020 totals around 3,2 million BEV and PHEV sales.
03 January 2021: The Battery Installation Tracker is updated to the November 2020 status. Another 17,3 GWh of battery capacity were installed in 428 600 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 111 % higher than for November 2019 and the highest monthly capacity ever. LG, Samsung and SKI stand for most of the increase, while volumes for Panasonic are declining. Tesla is diversifying their battery supply and uses LG and CATL cells for the Model 3 made in China. This also means that the NMC chemistries now stand for over 70 % of all installations and NCA lost share. The Tracker has a new feature for battery size per vehicle. I shows the BEV and PHEV battery sizes as a sales weighted average over a period of 4 years, the latest 2 years by month. The results can be filtered by a large number of criteria like vehicle segments, brands and sales regions. As all kWh numbers are sales weighted, they are very sensitive to changes in the sales mix of regions and segments. We recommend to drill down into segments, regions and OEMs if high level statistics appear to be counter-intuitive. Do contact us for guidance if numbers still don't make sense.
02 January 2021: The xEV Country Share Tracker is uploaded with the worldwide November data. Plug-ins (BEV & PHEV) reached 6 % of global light vehicle sales, another all-time-high. Hybrids (HEV+MHEV) reached 7,2 %. Growth and shares are highest in Western & Central Europe where 13 % of new Passenger car & LCV sales were plug-ins and 12,1 % were hybrids. For the first time in Europe plug-ins sold in higher numbers than non-chargeable hybrids. Also in China the recovery of NEV sales is progressing fast; the NEV share reached 7,7 % of light vehicle sales after 6,4 % in October and 4,2 % one year earlier.
31 December: The final global sales results for BEVs and PHEVs in November are uploaded to the Data Center Tool. The total grew from 416k to 428 400 units, which is 128 % higher than in November 2019. The Europe total for November was 170 400 units, 195 % higher than for Nov 2019 and China increased to 209 000 units. Germany is the second largest market for PEVs now, and by a healthy margin. November sales were nearly 60 000 units, over 5 times the Nov 2019 volume. USA disappointed by only 33 000 sales in November, 2/3rd by Tesla. YTD, sales in Germany stand at 315 000 units BEV and PHEV, half of that still PHEVs. With one month to go, the global total stands at 2638 100 units and we expect the year to finish around 3,1 million BEV+PHEV.
27 December: The latest forecast for 2020 (COVID-19 Impact) is uploaded to the Data Center file catalog. It is now safe to say that BEV & PHEV sales will reach around 3,1 million in 2020, which is ca 38 % higher than in 2019 and satisfyingly close to our predictions throughout this strange year of 2020. For Europe it was the breakthrough towards mass adoption of EVs in many countries, even if the share of pure electric cars (55 %) is much lower than in other regions. Germany is now the 2nd largest market for EVs, world-wide. Larger than USA, where only Tesla saved the EV market from a major decline, increasing its sector share to over 60 %. Since July, also China is back to rapid growth of NEVs, following 12 months of contraction mode. In terms of global market share EVs will reach around 4,1 % in 2020, an increase of 1,6 %-points from 2019. Never let a good crisis go to waste (Churchill).
20 December: The preliminary global sales results for BEVs and PHEVs are uploaded to the Data Center, both, in the Volume Tool and as an Excel file. The data is 98 % complete, but has estimates for PHEVs in Italy, imports and LCVs in China, plus results for some of the smaller markets are pending. The Europe total for November was nearly 200 % higher than for Nov 2019 and China came in higher than expected with 202 000 units. Germany is the second largest market for PEVs now, and by a healthy margin. November sales were nearly 60 000 units, over 5 times the Nov 2019 volume. USA disappointed by only 33 000 sales in November, 2/3rd by Tesla. YTD, Sales in Germany stand at 315 000 units BEV and PHEV, the majority still being PHEVs. The global tally stands at 416 000 units for November (incl. 631 FCEVs), which is a new all-time-high. We expect December to increase further, bringing the 2020 total to ca 3,1 million units.
13 December: The sales results in the first 18 countries are uploaded to the Data Center Tool. PEV volumes USA grew by 27 % y/y, while Canada was down 8 %. In Europe the increases continue at an aggregated +200 % year-on-year, despite increasing restriction on public life amid the COVID-19 resurge. In Germany, where the complete details are yet to be reported, BEV sales totals were ca 5 times higher than in November 2019. China NEV totals are in the 180 000 range, double the Nov 2019 numbers. China details by model to be reported in the 2nd or 3rd round of updates.
08 December: The Battery Installation Tracker is updated to the October 2020 status. Another 14,5 GWh of battery capacity were installed in 358 100 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. In terms of MWh this is 127 % higher than for October 2019 and the 2nd highest ever. While the number of units was only 900 lower than in September, the mix shift to PHEVs in Europe, together with higher sales in small and compact car segments, pulled the MWh figure down more than sales would suggest. Worldwide, CATL led the months with nearly 4 GWh installed; year-to-date, LG leads with 24,6 MWh installed (26% share), followed by Panasonic (21 MWh, 22 %) and CATL (19,7 MWh 21%). Compared to last year, LG posted the highest increase in MWh volume. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups.
04 December: The xEV Country Share Tracker is uploaded with the worldwide October data. Plug-ins (BEV & PHEV) reached 5 % of global light vehicle sales for the first time. Hybrids (HEV+MHEV) reached 7,1 %. Growth and shares are highest in Western & Central Europe where 11,5 % of new car & LCV sales were plug-ins and 13,8 % were hybrids.
03 December: The final October sales for BEVs, PHEVs and FCEVs are uploaded to the Data Center Tool. An Excel version will follow in a few hours. The October global total was nearly 358 000 units BEV & PHEV, plus 880 units FCEVs. This is only 800 units less than the previous record month September and 132 % higher than for October 2019. All regions are back to fast growth now and 3 Million units for 2020 are within reach.
27 November: The xEV Country Share Tracker is re-loaded. We discovered an error in the mekko chart for September, which still had the August data. This is now corrected to September data. The October data update of the tracker becomes available early next week.
26 November: The Excel database with the preliminary, global October PEV sales is uploaded now. The data has some estimates for LCVs and imports in China and some minor markets are still to be reported. Otherwise close to final. The global total stands at 352 000 unit, the 2nd highest ever recorded. The online volume retrieval too is updated as well.
22 November: The 3rd round of October volumes is uploaded to the Data Center Tool. They include China +120 % (!), Germany +300 % and France +196 %. Even Japan is finally showing a y/y gain with +16 %, the first time since 8 months. China numbers still exclude LCVs and imports. The global tally currently stands at 308 000 units, with volumes for UK, Italy, Portugal, Austria, Hungary and some smaller markets still to be reported. October could become another record month, following 346k in September. With demand growing fast in all regions now, global growth for October is over 100 %, the highest in the last 58 months. YTD 19 % more BEVs and PHEVs were sold compared to 2019 Jan-Oct. Global sales of 3 million units for the entire 2020 are within reach. Also check our COVID-19 Impact assessment #8 for details how the last 2 months of the year are likely to play out. It is available as a pdf-file in the Data Center.
19 November: Edition #8 of the COVID-19 Impact on EV sales was uploaded on Thursday.
15 November: Upload of the second round of BEV, PHEV & FCEV sales results for October
08 November: Upload of the first round of BEV, PHEV & FCEV sales results for October
06 November: The Battery Installation Tracker is updated to the September 2020 status. Another 16 GWh of battery capacity were installed in 358 300 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 93 % higher than for September 2019 and a new all-time-high driven by fast PEV volume growth in all regions. Year-to-date, LG leads in terms of MWh installed (20,3 MWh, 25% share), followed by Panasonic (19 MWh, 24 %) and CATL (18 MWh 22%). Compared to last year, LG posted the highest increase in MWh volume. The tally is for Light Vehicles, means Passenger Cars, SUVs, MPVs, Vans and Pick-ups.
05 November: The xEV Market Share Tracker is updated to the global BEV, PHEV, HEV and MHEV sales for September. For most markets it now includes Light Commercial Vehicles, which can be selected separately, or de-selected to show Passenger Vehicles, as before. We hope this will add to the understanding of the emerging e-LCV segment. In terms of segment share, LCVs are still far behind the EV adoption within Passenger Vehicles, despite similar incentives. Few compelling choices were available, so far, but this is now changing. For Passenger Cars, September brought further all-time-highs in sales and market shares for Europe. Also sales and shares in USA and China are rapidly improving from the slump during the 1st half of 2019.
31 October: The final round of September PEV volumes is uploaded to the Data Center Tool. An Excel version is available as usual, among the list of databases. September PEV volumes finished at 358 100 units, which is 93 % higher than September 2019 and the highest monthly ever recorded. Year to date, nearly 1850 000 PEVs were delivered, the gain vs 2019 now stands at +17 %. All regions have returned growth now, Japan is the only market with persistent declines. The Y-o-y growth rates for September were: China +72 %, USA +46 %, Europe +163 %, Japan -39 %, Other +38 %. Q4 is usually the best quarter for PEV sales and we expect over 1 million deliveries in Q4-2020.
25 October: The 3rd round of BEV, PHEV and FCEV sales for September is uploaded to the Data Center. The data still has estimated for many PHEV models in UK, but the BEV-PHEV totals for UK are the correct ones. For China, the file has estimates for imports and LCVs. The estimates are replaced by actuals in the final round in ca one week. Growth remains very strong in Europe, +160 % and now China as well as USA are showing much higher volumes y/y. The Global September result stands at 357 800 units, which is 93 % higher than September 2019 and the highest monthly ever recorded. There is also an Excel version of the current status with global, preliminary September data, as usual.
10 October: The first 27 markets with BEV, PHEV and FCEV sales by model are uploaded to the Data Center tool. The rapid growth of PEV sales continues in most markets around the world. September results got a further boost from high end of quarter Tesla deliveries and the roll-out of the new VW ID.3 in Europe markets. Growth rates for September year-on-year: USA +49 %, Canada -17 %, South Korea +188 %, Taiwan 34-fold, Belgium +218 %, Denmark +231 %, Finland +166 %, Ireland +461 %, NL -3 % (vs an exceptional Sep 2019 result), Norway +77 % with BEV share reaching 61 % of new car sales, plus 20 % for PHEVs. A new record for EV adoption. PEV sales in Sweden were up +175 %, with BEV+PHEV share reaching 34 % of new car sales. Switzerland increased 131 %.
06 October: The Battery Installation Tracker is updated to the August 2020 status. Another 10,9 GWh of battery capacity were installed in 250 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 57 % higher than for July 2019 driven by fast volume growth in Europe. Also volumes in China are growing again. August MWh installations were 4800 MWh, 44 % higher than August 2019.
04 October: The xEV Market Share Tracker is updated to the global BEV, PHEV, HEV and MHEV sales for August. For most markets it now includes Light Commercial Vehicles, which can be selected separately, or de-selected to show Passenger Vehicles, as before. We hope this will add to the understanding of the emerging e-LCV segment. In terms of segment share, LCVs are still far behind the EV adoption within Passenger Vehicles, despite similar incentives. Few compelling choices were available, so far, but this is now changing with e.g. the broad rollout of all-electric Vans from PSA by all 4 brands, based on common component sets including 50 kWh, alt. 75 kWh batteries. New concepts by start-ups like Arrival are in the making. The LCV segment is a space to watch.
02 October: The Excel file with final global BEV, PHEV, FCEV sales results for August s now available for download. Since the July edition, the file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the Battery Shipment information to this file, which is based on the vehicle deliveries. Finally, we have started to collect the battery information for energy density (ED), the NMC chemistry mix (8:1:1, 5:3:2, etc) and for the cathode supplier. for a number of EV models. The info is not complete, but you can view the so far available data by placing the fields into the pivot tables for Vehicle Specs and Battery MWh.
02 October: The final results for BEV, PHEV and FCEV sales are uploaded to the Data Center tool. The global total was 250 000 units, including 830 FCEVs. The BEV / PHEV split for plug-ins was 70 % / 30 %. The PHEV share was 5 % higher than 12 months ago from high demand in Europe. China NEV sales summed up to 107 600 units including imports and LCVs (+37 % y/y), which was higher than for Europe where August is the main vacation period and weakest month for auto sales.
25 September: A minor update to BEV and PHEV volumes bringing the total to 250 080 units. The global EV market share was 3,9 % in August and as high as 11 % in Western & Central Europe. Volvo is ramping up the Polestar 2 BEV, which contributed with 2400 units in its 2nd month of sales. The first real contender, globally, for the Tesla Model-3, which had over 40 000 sales in August. Other successful models in the Model-3 category, the GAC Aion S and the BYD Qin Pro are sold in China only and have volumes of 3-4k per month.
19 September: We have uploaded an Excel file with the preliminary global BEV, PHEV, FCEV sales results for August. The data has estimates for Italy, Poland and late reported models in China. Also are some of the smaller markets still missing. The final totals may become around 2000 units higher. The global total for August now stands at 247 600 units, which is the 2nd highest year-to-date and the best August ever. Year-on year growth was 57 % in August and the year-to-date deficit has turned into +2 % gain compared to January-August last year. The file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the preliminary Battery Shipment information to this file, which is based on the preliminary vehicle deliveries.The web-tool has the same volumes uploaded in simplified form, as usual.
16 September: The 7th edition of our COVID-19 Impact Report is now on the Data Center for download. It has preliminary August totals for markets and EVs, plus forecast revisions for the 2020 full year totals by months and regions. Last month's developments were positive, again, esp for EVs in Europe. Let us know if you have questions or comments.
11 September: The August sales results for plug-ins are uploaded for another 22 markets. Not for China and the Big-4 in Europe yet, as we don't want to publish partial data by model for a market. We have the totals and they are around 107k for China (best August ever), 33 200 in Germany (+308 %), 11 900 in France (+208 %), 3500 in Italy (+312 %) and 8700 in UK (+108 %). In DE, FR, IT the numbers are for passenger cars, In UK they include LCVs.
7 September: The sales data upload of last Friday had a bug related to 1000 separators. This is now fixed and we apologise if you had problems with the data display. Todays download has the August sales results in the first 12 countries. USA, 28 600 units, increased 4 % y/y, with Tesla standing for 67 % of all plug-in vehicle sales. Sales in Europe continue strong with 212 % y/y increase in Belgium, 56 % in Ireland, +76 % in Netherlands, +29 % in Norway, 146 % in Spain and 171 % in Sweden.
6 September: The Battery Installation Tracker is updated to the July 2020 status. Another 10,2 GWh of battery capacity were installed in 252 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 72 % higher than for July 2019 driven by fast volume growth in Europe. The significance of Europe production within the global battery demand has increased. 25 % of worldwide battery installations went into Europe built EVs during 2020 H1, compared to 14 % in 2019. In July, 41 % of worldwide EV output came from Europe production, compared to 22 % a year ago.
4 September: The xEV Country Share Tracker is updated with the global July results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in 50 individual countries. Western economies continued to recover from COVID-19 lockdowns and xEVs (BEV, PHEV, HEV, MHEV) posted an all-time high for global volumes reaching 12,4 % market penetration. In Western & Central Europe the xEV share reached 20 %. Since June, the Share Tracker has a new feature: A new sheet "xEV Shares YOY" showing the market share data for the latest month and the year-to-date results in comparison to the previous year. The very compact table format allows the comparison of multiple markets and sales regions. Another tabulation "xEV Growth" shows the volume growth rates for each xEV type, by country/region.
3 September: The Excel file with final global BEV, PHEV, FCEV sales results for July is now available for download. The file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the Battery Shipment information to this file, which is based on the vehicle deliveries. Finally, we have started to collect the battery information for energy density (ED), the NMC chemistry mix (8:1:1, 5:3:2, etc) and for the cathode supplier. for a number of EV models. The info is not complete, but you can view the so far available data by placing the fields into the pivot tables for Vehicle Specs and Battery MWh.
3 September: The final July numbers are uploaded to the Data Center tool. The global total summed up to 252 600 units, which is 72 % higher than for July last year. For the month and also YTD, more BEVs and PHEVs were sold in Europe (116k, YTD 530k), than in China (97k, YTD 484k). I follow up with an Excel file for the data within shortly.
26 August: We have uploaded an Excel file with the preliminary global BEV, PHEV, FCEV sales results for July. The file has new features: We have added the Vehicle Production Region to the dataset, which you can use to filter and consolidate. We have also added the preliminary Battery Shipment information to this file, which is based on the preliminary vehicle deliveries. The global total for July stands at 252 600 units, which is the highest year-to-date and the best July ever. Year-on year growth was 71 % in July and the year-to-date deficit has come down to just -4 % compared to Jan-July last year. The web-tool has the same volumes uploaded in simplified form, as usual.
21 August: The third round of detailed BEV, PHEV and FCEV sales results is uploaded to the Data Center Tool. Austria and LCVs in China are still pending, they can add another 8000 units to the tally, plus some volume in minor markets. Some numbers in France are estimates as we do not expect the complete numbers before next month due to the vacation period. It is already clear that July was the best month ever for plug-ins in Europe, with ca 200 % growth over July 2019. PHEVs outsold BEVs for the first time since August 2018. The July y/y growth rates for major European markets were: Germany +278 %, Norway +49 %, France +265 %, Sweden +180 %, NL and Italy both 133 %, Switzerland +102 %, Spain +190 %, Belgium +265, UK +245 %, Portugal +85 %, Denmark +439 %, Finland +234 %. Even countries without additional green recovery incentives posted record growth rates, witnessing about the rapid increase in awareness among vehicle buyers and much more attractive product portfolios from OEMs and at auto-dealers. The market share of BEVs + PHEVs was close to 8 % for Europe. This time it was without much help from Tesla, which had very low deliveries of just around 1000 units in Europe, due to depleted inventories / pipeline after the 7 week COVID-19 shut-down in Fremont during April and May.
21 August: The 6th edition of our COVID-19 Impact Report is now on the Data Center for download. It has preliminary July totals for markets and EVs, plus forecast revisions for the 2020 full year totals by months and regions. Last month's developments were positive, esp for EVs and for Europe. Let us know if you have questions or comments.
16 August: The results for additional 16 markets are up-loaded to the Volume Retrieval Tool, including the volumes for domestic cars in China. NEV sales are improving, now comparing to the weak 2nd half of last year. The growth is 44 % fo the portion which we collected in China (93k) and July 2020 will be the best July for NEVs ever. Canada volumes, including some estimates, were 18 % below last year. Australia increased by 16 %. The available detailed results for the European markets confirm the high growth rates of the initial totals, see comments from 8 August.
8 August: The 1st round of July results are uploaded to the Data Center tool. Vehicle markets are pulling out of the corona crisis and the beacon in July is Europe. Preliminary results available for total markets indicate a deficit of only around -1 % versus July last year. For the EV sector the share increases of previous months got amplified by high pent-up demand and additional EV incentives. The combined growth of EV sales in the top-10 EV markets in Europe was over 200 %, i.e more than 3-fold in volume compared to July 2019. Belgium increased +265 %, Spain +190 %, Sweden +180 %, Switzerland +102%, Norway +49 %. In other markets, where we have the passenger car totals, but not the details yet: Germany + 306 %, UK + 270 %, France +293 %, Italy +178 %. July will pass the 100 000 unit mark for the first time in Europe and our expectation is 100k and more in each month for the rest of the year.
5 August: The xEV Country Share Tracker is updated with the global June sales results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. While Western economies were still severely impacted by the COVID-19 lockdowns, Plug-ins posted an all-time high for volumes and reached 7 % market share in Europe. Also Hybrids reached an all-time high, with healthy growth in all regions and MHEVs standing for most of the increases, y-o-y. The Share Tracker has yet another new feature: A new sheet "xEV Shares YOY" shows the market share data for the latest month and the year-to-date results in comparison to the previous year. The very compact table format allows the comparison of multiple markets and sales regions.
3 August: The Battery Installation Tracker is updated to the June 2020 status. Another 10,6 GWh of battery capacity were installed in 242 000 BEVs & PHEVs & FCEVs (Light Vehicles) around the world. This is 24 % lower than for June 2019 amid the COVID-19 lockdown effects on EV sales, which were 19 % lower. The significance of Europe production within the global battery demand has increased. 25 % of worldwide battery installations went into Europe built EVs during 2020 H1, compared to 14 % in 2019. The share of China, USA and Korea build EVs decreased, particularly for China. a shift of demand to Europe also means more PHEV packs in the mix, which explains the faster decline of MWh installations, compared to unit sales.
31 July: The final, global June results for BEV, PHEV and FCEV sales are available on the Data Center. The global total stands at 241 600 units, which is the highest for this year, yet, 19 % below June 2019. USA sales were still heavily impacted by corona related restrictions, which are most stringent in some of the states where EVs sell best, eg in California. For China this update includes additional 1048 units from a newcomer, the Wuling HongGuang Mini, an ultra-cheap 3-meter-car from the GM affiliate Wuling, starting at 30 000 RMB after a small subsidy. With 100 km/h top speed and 170 km range it is more a viable alternative to the infamously popular Low-Speed-Vehicles, than a real A00 contender. It is said to have 30 000 pre-bookings. Europe posted a new all-time-high for monthly EV sales in the aftermath of corona lock-downs, 96 000 units, +89 %, in a light vehicle market that contracted by 23 % y/y. Growth will remain strong in Europe as several countries introduce additional EV incentives in July. There is a new Excel version with the final June results in the list of databases.
24 July: The 4th round of June BEV, PHEV and FCEV sales is uploaded and results are close to final. Some minor markets are still missing and some late reported entries in China may be added in the final numbers. These preliminary May results are available in an Excel version as well. The global total, 239 000 units, was 20 % below June last year, due to reductions in China (-49 % vs an inflated June 2019) and North America (-23 % in a total market still depressed by COVID-19). At least, June results in China were 25 % higher than in May and exceeded the 2018 volume for the first time since January. Outside China and North America, growth was very strong, given that most vehicle markets are still recovering from the corona crisis. Plug-in sales increased by 89 % y/y in Europe, while total light vehicle sales were 24 % below June 2019. PHEVs increased much faster (+226 %), than BEVs (+41 %). France became the largest market in Europe with 22 500 sales and 233 % y/y growth, as additional recovery incentives became available in June. Germany was 2nd largest with 19 200 registrations and 111 % growth, with additional EV incentives becoming effective in July.
19 July: The 3rd round of BEV & PHEV sales results is uploaded to the Data Center tool. The update includes most sales from domestic production, including nearly 15 000 Tesla Model-3. The China tally stands at 89 600 for June, so far, with imports, late reported newcomers and LCVs still to be added. It is already clear, however, that the June 2020 result is only half of the June 2019 number, which was inflated by purchased pulled ahead prior to subsidy reductions in July 2019. Better news from Europe: We are still collecting the details for UK, Italy, Austria and some smaller markets, but preliminary data indicate over 90 % y/y growth for June sales in Europe, despite still depressed total vehicle markets.
14 July: The 2020 forecast in our COVID-19 Impact Report is now on the Data Center for download. It has preliminary totals for markets and EVs, plus forecast revisions accordingly. Let us know if you have questions or comments.
13 July: The 2nd round of June volume is uploaded to the Data Center. USA posted a healthy increase over May, with 27 500 units, +12k. The best month of the year, so far, but still 23 % below June last year. High end of quarter sales of Tesla played a big part in the May to June increase, but also EV sales from other brands recovered further from the low-point in April. Europe sales are consistently over-performing the total light vehicle markets. June numbers are uploaded for many of the smaller markets, but not for the big-4 yet. High level results for Europe's 10 largest EV markets indicate over 90 % y/y increase of EV sales in a total car market down 24 % compared to June 2019. The EV market share is approaching 8 %, while the extra EV incentives from the green recovery programs have not even started yet, in most countries. Amidst the car market melt-down, 2020 becomes the breakout year for EVs in Europe.
9 July: The Battery Installation Tracker is updated to the May 2020 status. Another 6,5 GWh of battery capacity were installed in 151 500 BEVs & PHEVs (Light Vehicles) around the world. This is 23 % lower than for May 2019 amid the COVID-19 lockdown effects on EV sales, which were 21 % lower. The higher losses for battery volumes compared to vehicle volumes relate to higher share of PHEVs the in Europe sales mix. The Battery Tracker has new features for the display of the monthly data by interactive charts. It also has a new table for the battery size trend, which can be filtered by vehicle and geographic criteria.
7 July: The xEV Country Share Tracker is updated with the global May sales results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. Western economies were still severely impacted by the COVID-19 lockdowns. Plug-ins held up better in Europe than the total car market, but in other regions they followed the market decline. MHEVs continues to rise in most markets. The Share Tracker has a new feature with year-on-year and year-to-date growth tabulations, for the xEV segments and the total car market. It helps to better understand the impact of the crash and recovery on the adoption of BEVs, PHEVs, HEVs and MHEVs.
5 July: The final, global BEV, PHEV, FCEV sales results are uploaded to the Data Center tool. We also issue a new Excel file with the final data. 151 800 units were delivered, 21 % less than May last year. Vehicle markets continued to be depressed by the corona crisis, with -33 % lower volume y/y in May. Relative to the market downturn, EVs over-performed in Europe and underperformed in Asia and North America. The first results for June are available, too and they are positive: Sweden +83 % y/y, Belgium +118 %, Spain +24 %, Denmark +136 %. Total markets showed smaller losses than in May, but the recovery is still uneven.
28 June: The 4th round of May sales is uploaded and results are close to final. Some minor markets outside Europe are still missing and some late reported newcomers in China may be added in the final numbers. Mentioning newcomers, the first EV with solid state batteries had its sales start in China, the Enovate ME7, a mid-size SUV. The battery comes from ProLogium in Taiwan. These preliminary May results are available in an Excel version as well.
22 June: We discovered an error in the 21/6 upload for the USA Tesla volumes for April and May. The numbers are now back to the original values of the previous upload of 14 June. Apologies for any trouble this has caused.
21 June: The 3rd round with May sales is uploaded to the volume search tool, with results for Germany and several smaller markets. In Germany, EVs increased by 54 % compared to May last year, in a total market that was down 50 %. PHEVs developed particularly strong with 110 % increase over last year. The detailed results for UK, Italy and Austria are still pending and we are holding off the Excel database for some more days, until all the major markets are captured.
14 June: The second round of May BEV, PHEV & FCEV sales is uploaded to the Data Center. Among the 38 markets reported so far, 20 markets shower sales increases versus May 2019 and 18 showed decreases. A positive note in an otherwise depressed auto market around the world, with few exceptions like China and Korea. In terms of NEV sales, China still disappoints, with domestic NEV cars, SUVs, MPVs loosing 36 % y/y while the total car market was back to normal level. Note that LCVs, imports and some newcomers will be reported later. The excel file with preliminary data comes with the 3rd round, around the 21st June this time, when detailed data for Germany, UK, Italy, Austria is available.
11 June: The COVID-19 Impact on 2020 EV sales is updated with new scenarios, May sales data and forecasts. Have a look and let us know if you have questions.
7 June: The first round of May sales results for BEV-PHEV-FCEV is uploaded to the Data Center. Vehicle markets are still devastated by the Corona crisis, but sales are improving from the low-point of April. The US market was down 30 % in May after 47 % in April and Wester+Central Europe suffered a 55-60 % decline in May after 80 % in April. Despite the slump, green vehicles posted volume gains in many European markets in May or the losses were less than for total vehicle sales. The BEV+PHEV share in Europe was around 7 % in May, counting the top-10 markets for Plug-ins.
6 June: The global Charging Station Count is updated to the May 2020 status. During the past 6 months the total number of public charging locations has increased by 14 %. Note that the number (511 000 in total, globally) considers the number of locations for each connector type. The number of connectors is way higher as one location can provide multiple connectors. We plan to include even this number in the next update of this database. In this version we have eliminated legacy connector types and household sockets from the data, which have become less and less relevant for public charging. The change is consistent thru the entire historic data and reduces some of the clutter in the diagrams and tabulations.
5 June: The Battery Installation Tracker is updated to the April 2020 status. Another 5,2 GWh of battery capacity were installed in 119 000 BEVs & PHEVs (Light Vehicles) around the world. This is 20,5 % lower than for April 2019 amid the COVID-19 lockdown effects on EV sales, which were 26 % lower. The lower losses for battery volumes relate to the increase in the average battery capacity per vehicle, both, in absolute terms and sales weighted. The Battery Tracker has new features for the display of the monthly data by interactive charts. It also has a new table for the battery size trend, which can be filtered by vehicle and geographic criteria.
2 June: The xEV Country Share Tracker is updated with the global April sales results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. Western economies were severely impacted by the COVID-19 lockdowns in April. Plug-ins held up better in Europe than the total car market, but in other regions they followed the market decline. The Share Tracker has a new feature with year-on-year and year-to-date growth tabulations, for the xEV segments and the total car market. It helps to better understand the impact of the crash and recovery on the adoption of BEVs, PHEVs, HEVs and MHEVs.
31 May: The complete global sales results for BEV, PHEV and FCEV uploaded now. Importers in China are slow this month to report their few imported EV sales. We have included estimates for these cases because we do not want to delay the April results. The total for the estimates is just 250 units and retroactive changes will have a very minor impact. The global totals stands at nearly 120 000 passenger cars & light commercial vehicles, 25 % below April 2019. By propulsion type, 69 % were BEVs, 30 % PHEVs and less than 1 % FCEVs. The detailed numbers are available in an Excel file as well.
26 May: The COVID-19 Impact assessment on EV markets is replaced by the version 3.3. It has the actual EV sales for Japan, which came in significantly lower than the estimate, earlier in May. No change in the forecast scenarios, yet. The coming edition 4.x will have early data for May and becomes available in the 2nd week of June.
25 May: We have discovered an error in the battery cell supplier in the Excel version posted on the 23rd, affecting 150 rows for models in China. This is now back to the original information and at the same time, some late reported new entries are added to the China sales list. The new files are uploaded.
23 May: The 3rd round of April BEV, PHEV and FCEV sales results is uploaded to the Data Center, both in the volume search tool and as an Excel file. The numbers are nearly complete for Europe & North America, getting closer to final in Asia, Africa & ME. In Europe, BEV and PHEV sales decreased 18 % in a vehicle market that suffered a 80 % decline. This means, at least, significant share gains for EVs during the crash. In North America and Asia, EV sales decreased somewhat more than the total markets and lost share. The global total stands at 116 100 units BEV&PHEV, with some smaller markets and vehicles volumes still missing outside Europe and NA. This is 27 % lower y/y; year-to-date the loss is
15 May: The 2nd round of April sales results are up-loaded to the Data Center tool. In all markets, sales are more or less affected by the Corona crisis. April can be considered as the low point from where sales should gradually improve again. Instead of re-iterating the results here: We have published an overview with the initial y/y results for vehicle markets and the EV sector in our COVID-19 Impact report (Data enter). It has the top-15 EV markets around the world. In the midst of the market turmoil, the beacon was certainly Germany, where the total car market contracted by 61 % and EVs (incl LCVs) increased by 35 %. The uploaded numbers may differ when they do include / not include portions like LCVs or imports.
13 May: We had to correct the South Korea April BEV&PHEV result. The previous number was the accumulated sales. The April results was 3650 units. Numbers in the presentations updated where necessary. The new version has the 3.2 designation. No change to the forecast. We apologise for this.
12 May: The COVID-19 impact on EV sales is updated to version 3.1. We have obtained preliminary EV sales for China and South Korea to complete the picture. South Korea EV sales increased to 10k and 178 % y/y growth, but China NEV sales were a disappointing 71 000; we had expected more (87k). It is likely that the new 300 000 RMB upper price limit for central subsidies has lead to purchase hesitation, as buyers expect price reductions. E.g. has Tesla announced a reduction for the base Model-3 from 323 800 RMB to 291 800 RMB to regain access to incentives. Also, Tesla reopened its California factory, pending approval by authorities, in order to meet delivery schedules. All in all, the resulting forecast changes were below 1 %.
8 May: The first detailed April sales results are uploaded to the volume search tool. You will find new data for 18 markets in Europe, 3 markets in Asia-Pacific and 3 market in the Americas. April was most likely the low-point for vehicle sales in the western economies, with losses over 90 % in several European countries. Please check the new edition of the COVID-19 Impact assessment for an overview of market size and performance in the top-15 EV markets. In Europe, EVs held up significantly better than total vehicle markets, some even posting y/y gains in tumbling new car sales. In USA the ratio is more even, with a 47 % y/y drop in Light Vehicle sales and 55 % lower EV sales. Please note that the volumes in US, UK, FR, IT, ES and PL are not final, but 90 % complete.
7 May: The COVID-19 impact on EV sales is updated to version 3.0. The most likely scenarios are unchanged, but within the scenarios, the actuals and forecasts have bee adjusted to the latest information available. This update also has the April sales results for total markets and the EV sector in the top-15 countries. The EV sales results for China and South Korea become available early next week and we will post another update including this information. I have kept the previous version 2.1 among the files in case you want to refer to it. Please note the preface and the summary of changes. The numbers behind graphs and tables are available on request.
3 May: The Battery Installation Tracker is updated to the March 2020 status. Another 9,6 GWh of battery capacity were installed in 195 000 BEVs & PHEVs (Light Vehicles) around the world. The Battery Tracker has new features for the display of the monthly data by interactive charts. Check them out and tell us what you think.
1 May: The xEV Market Share Tracker is updated to the March status. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. March was the first month for car sales in western economies severely impacted by the COVID-19 lockdowns. This generally favoured sales of electrified powertrain alternatives (xEV), which increased to 12,6 % world market share, compared to 5,2 % in March 2019. In Western & Central Europe, Plug-ins increased 38 % while the total car market plunged by -52 % and reached 10 % market share. In Norway, 70 % of Q1 car sales were BEVs and PHEVs, followed by Iceland with 54 % and Sweden with 28 %.
30 April: The complete results for March are uploaded now. The German KBA is late this month to release the exact split for PHEV / HEV variants for models with common nameplates. We have included estimates for these cases because we do not want to delay the March results. The global totals stands at nearly 195 000 passenger cars & light commercial vehicles, 74 % BEVs and 26 % PHEVs. The detailed numbers are available in an Excel file as well.
23 April: Further completion of EV sales results for March, with actuals for Italy PHEVs replacing estimates. Some late reported models and imports were added to the China tally. It stands at 61800 now, still 50 % below the, admittedly, strong March of 2019. The global total stands at 195 400 units for March, -15 % below last year. Year-to-date, 472 000 BEVs and PHEVs were delivered, which is -6 % below Q1 of 2019. Thanks to a Q1 growth of +78 in Europe, the COVID-19 impact is much less on EVs than on the total vehicle market, which contracted by -24 % y/y in Q1.
20 April: The COVID-19 impact on EV sales is updated to version 2.1. It has preliminary sales results and estimates replaced by actuals for total markets (passenger cars in some instances) and for EVs as far as we have obtained the results. Tables and text are adjusted to reflect these changes. The scenarios remain as in edition 2.0. I have kept the previous version 1.1 among the files in case you want to refer to it. Please note the preface and the summary of changes. The numbers behind graphs and tables are available on request.
17 April: The preliminary March sales results for BEVs & PHEVs are uploaded to the Data Center. The impact of the corona crisis varied a lot between the markets, as noted in the 10 April commentary. Some data in Italy, Germany and Canada are still estimates, but is clear that Germany and UK became the beacons in March with around 100 % growth of EV sales in car markets that shrunk by -37 % rsp -44 %. In total, Europe EV sales were up +37 % in a total market that crashed by nearly 50 % in March. Global EV sales were still down -16 %, as the China results (prelim. 60k units) compare to very strong sales in March 2019. All data is available in an Excel file as well.
15 April: The COVID-19 impact on EV sales is updated to version 2.0. I have kept the previous version 1.1 among the files in case you want to refer to it. Please note the preface and the summary of changes. The numbers behind graphs and tables are available on request.
10 April: The first sales results for March became available and in most countries they were impacted by COVID-19. At least, EVs held up better than many total markets in this storm and gained a lot of market share. The y/y change for total markets in brackets: USA EVs +6 %, (total market -38 %), Belgium EVs +39 % (-45 %), Netherlands +7 % (-23 %), Switzerland +11 % (-39 %), Sweden +70 % (-9 %). We don't have the details by model in DE and UK yet, but totals indicate that EVs doubled sales, while the total market lost 37 %, rsp 44 %. In other markets EV sales followed the crash: Canada -39 % (-47 %), Spain -36 % (-39 %), Norway -26 % (-30 %). In many countries, high Tesla deliveries held up sales of EVs. For an outlook of the COVID-19 impact on sales this year, please check our report in the list of Data Center Files. It will be updated next week with the latest findings.
3 April: The xEV Country Share Tracker is uploaded with the February results. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. February was all about the rapid growth of xEV alternatives in Europe, reaching 5,8 % market share for BEVs/PHEVs and 8,7 % for all other hybrids. March will see most western markets crash by 40 % to 80 % in the COVID-19 lockdowns; we have indications that EVs hold up better and will at least increase in share, often also in volume y/y. Read our COVID-19 Impact assessment for further insight on this. You find it among the Data Center files for download.
3 April: The Battery Shipment Tracker is available with the complete February 2020 data. Another 5 GWh of battery capacity were installed in 120 300 BEVs & PHEVs (Light Vehicles) around the world. We noted a further strong decline in LFP batteries, with the slump in China NEV sales. This could turn around soon, as BYD announced the return to LFP batteries of a new, highly efficient "cell-to-pack" design. Also the China made Tesla Model-3 will use this new LFP battery generation, reportedly supplied by CATL.
2 April: The last update before the storm, with the global results for February. UK was the last to come in and the increase y/y was a healthy 129 %. The global result was 16 % higher than in February 2019 despite a 60 % decline of sales in China. Europe deliveries increase by 108 %, following 119 % in January. USA broke just even. The best-seller, worldwide was the Tesla Model-3 with 13 700 units. First results for March totals in Europe show that total vehicle sales are down 50-80 % in the Southern Europe markets, while EVs still increase. More about this early next week. The complete February results are also available as an Excel file in the Data Center Files list.
1 April: Our assessment for the COVID-19 impact on EV sales is added to the Data Center files. Rather than a singe-point forecast, it covers the issue in scenarios, depending on the duration of lock-downs in the regions. The conditions change by the hour and we will update this deck at least 2 times per month, or when a critical mass of new events stipulates changes. This report is edition #1.1, with changes to info-text (France sales results), but not to the numbers. Edition #1 was sent out by mail this morning.
31 March: Updated Plug-in Vehicle Specifications. Several vehicles added that started selling during Q1 2020, as well many improvements and corrections. You can now also filter on: OEM, Brand & Model name.
28 March: A minor update to February sales with estimates in Italy and Portugal replaced by actuals. The increase in Italy was nearly six-fold compared to February 2019, for the reasons given in the 20 March commentary below. The China numbers are fairly complete. Sales of NEV imports were very weak, only 340 units and total sales of NEVs (w/o Trucks, Buses) were 16 000 units, 62 % below Feb last year. China was in lock-down for nearly the entire February and the total vehicle market deceased by 80 % y/y.
20 March: The Excel file with partial, global results for February is uploaded. The global total for February is 14 % above last year, thanks to very high increases in Europe for, both, BEVs and PHEVs. Europe sold more EVs than all other regions combined. China data is still without LCVs and imports, which can add 1000 to 1500 units. Including those, the decrease vs Feb 2019 is around 60 %, in a total market that was down 80 %. USA showed a slight recovery by 1 % y/y compared to the dismal results of the previous 7 months. Outside China, the impact of COVID-19 are still very limited in the February numbers. For March we expect improving sales for China and the start of the real crisis outside China. If the experience in China is any indication, BEVs and PHEVs will be more resilient to the downturn than conventional vehicles, with EVs posting volume losses relative to trend, but gaining market share.
20 March: The preliminary results for UK, Portugal and Italy are added to the February tally. UK increased by 125 % to over 5000 units, with BEVs up 235 % to 2800 units and 56 % in the mix. Italy sales were up nearly 5-fold compared to February 2019; the increase was broad based and amplified by launches of small EVs from PSA (e-208), VW (e-Up!) and Renault (New Zoe). The Italy Eco bonus program gives up to €4000 for BEVs (+ €2000 bonus when scrapping an old ICE car) and €2500 for PHEVs, but it is limited to €70m for 2020. This is enough for 15-20 000 EVs and likely to be used up after 5-6 months with the current sales rate, which explains the run on BEVs and PHEVs in Jan and Feb. March sales will likely be crushed by the corona crisis, though. Portugal increased by 83 % y/y and EV sales are 9 % of total car sales this year, the 3rd highest in the EU.
18 March: A mid-week sales update as the numbers for Germany and further countries became available. Germany was up 144 % over February 2019, with the VW increasing 8-fold thanks to new models and popular, revived models, which were in limbo February last year. Daimler grew 3-fold for the same reasons. Austria sold 67 % more PEVs y/y and Spain 96 % more. Most Western Europe vehicle markets were in reverse in February, but there is only very limited impact of COVID-19 in these results. In all markets, EVs bucked the downward trend.
13 March: The 2nd round of February PEV sales results came in and they include partial results for China: In a total market that contracted by 80 %, NEVs did better, with a 60 % decline y/y. This is accounting for the models from domestic production where results were obtained, 15750 units, so far. Pending are some more sales from domestics, all the imports and LCVs, which could add another 3000-5000 units to the tally. It is already safe to say that the Tesla Model-3 (MiC) is the best seller of the month again. In South Korea, COVID-19 could not hold back an EV-boom; +310 % more y/y in a total market that was down 20 %. Not in France either, where PEVs increased by 174 % y/y, mostly by high sales of the new Renault Zoe and the Model-3. Canada has still estimates for some models, growth stands at 23 % y/y there.
6 March: We have uploaded an Excel file for BEV and PHEV sales with the complete results for January 2020 and all previous years. This file for download from the Data Center replaces the monthly mail-out of Plug-in sales results to many Data Center subscribers. We trust this will improve the speed and convenience of the access. As mentioned before, there is also an intermediate update of this file around the 20th every month. The intermediate update has partial data and is removed when the complete version arrives.
6 March: The xEV Share Tracker is updated to the January 2020 status. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. While the Plug-in Vehicle share (BEV+PHEV) in all 50 markets combined stayed constant at 2,7 % y/y, the share for Hybrids and Mild Hybrids has increased by 2,4 %-points to 6,8 %. The highlight is Europe, where 5,9 % of January passenger cars sales were Plug-ins and another 9 % were Hybrids. It is the first time since January 2017 that monthly BEV+PHEV sales are higher in Europe than in China, by 25 300 units to be precise. Europe's green car demand and supply is boosted by higher tax incentives, the 95 g/km CO2 mandate for 2020/2021 and a flurry of new / improved BEVs and PHEVs from Europe, USA and South Korea. Pl Note that the filter is on for the Europe sales region when you open the file.
6 March: The Battery Shipment Tracker is updated to the January vehicle delivery status. 6,1 GWh were installed into 155 400 passenger cars and light commercial vehicles, BEV, PHEV, FCEV, in January 2020. This is 7,5 % less than in January 2019, caused by declining China NEV sales and a weak January for Tesla. LG Chem has taken over the lead, with 1/3rd of all January vehicle deliveries being equipped with their batteries. Battery size for BEVs is ever increasing: the world average was 47 kWh in 2018, 53,8 kWh in 2019 and stands at 54,9 kWh in January 2020.
6 March: The final results for January global PEV sales are up-loaded to the Data Center. 155 000 units were delivered, which is 7 % below the January 2019 result. China drags down the average, with 50 % decline vs (a strong) Jan 2019. The impact of Covid-19 in the January numbers is still very limited. For February, total vehicle sales in China are reported at a 80 % decline y/y. Expect similar results for NEVs. Better news from Europe and USA in the first results for February in this update: In the US, the steep declines during H2 of 2019 are halted, despite relatively low Tesla deliveries. Total PEV sales were up 6 % y/y. Improving sales of Hyundai-Kia and by the VW group are the main reason. In Europe, NL was up 45 % in February, Norway +21 %, Sweden +87 %, with most growth coming from oversubscribed PHEV order books of last year. Spain was up 96 %, Belgium 86 %, Switzerland 61 %. Skoda's BEV and PHEV launches boosted sales in the Czech Republic by 345 % and work well in most other countries.
1 March: Correct sales numbers for Italy 3333 for January, with 337 % (!) increase over January 2019 and in Austria (+78 %), as well as sales results in many smaller markets, completed the January tally for Europe in this update. Growth y/y was 118 %, the highest increase for a single month in 4 years. In China, imported PEV sales became available and while their total number was small, 2500 units, they increased by 66 % over January last year. Total PEV sales in China were down -50 %, but compare to a very strong January of 2019, when the Chinese New Year was celebrated in February. Good news from South Korea where a new purchase incentive program increase sales by +86 %, admittedly against a weak January the year before.
29 February: We have moved the Data Center to a better server today. We clocked 10 minutes down-time here and apologise if this affected your work on Friday. There is no difference in access and handling; the only thing you will notice is a much faster response time. Also, the years 2009 to 2012 will be back in the next up-load and you can run much larger queries (countries, models, months) now. I would still not recommend to define queries with all countries, all models and all months in one run.
24 February: For all who like Excel Pivot tables, we have uploaded an Excel file for BEV and PHEV sales with partial results for January 2020. It reflects the status in the Sales Data Retrieval Tool of 21 February, see notes of 21 & 20 Feb below. Another Excel file will be available in the first week of March, when we close the books for the global January results.
21 February: Another up-load in the sales retrieval too as the first numbers for China came in. They are not complete, as imports from Europe, LCVs and some late reported models are still missing. Initial counts by CAAM are confirmed that NEV sales are around 50 % lower than for January last year. Mind, though, that January 2019 was exceptionally strong for NEVs with over 100 000 units sales. Therefore the Jan 2020 results are not as bad as they look at first sight. Particularly foreign brands with local production make good progress. The BMW 530Le, the Tesla Model-3 and the VW Passat GTE were among the top-5 best sellers in January, so far. From Europe: Italy (+240 %), Portugal (+70 %) and Switzerland (+108 %) are available, too. While the totals are ok for these three, the details for some of the entries still need further confirmation. We are back next week with these.
20 February: Following many requests, we have uploaded an Excel version of the BEV-PHEV sales data with the complete time-series from 2009 to 2019. It will replace the monthly mail-out of this database from now on, as it is easier to access and can be updated more often. We are aiming at an intermediate update of the file when most of the China and Europe data is available. Release of the intermediate file is between the 20th and 25th of each month. The final, monthly version is available on the Data Center between the 5th and 10th of the following month. The Excel version is a complement to the sales data retrieval tool, which is updated weekly. The Excel file has more criteria for each vehicle, like the OEM Group, production location and the battery information for size, chemistry and call supplier. We trust this will be helpful for many of you. Let us know if you have questions.
19 February: A mid-week sales update as UK numbers became available, with a y-o-y growth of 113 % and over 8000 sales, despite few Tesla and Zoe deliveries. PSA compensated with 1200 units of their new models and many others had triple digit %-growth. Japan still in reverse, with a gloomy 55 % decline vs January 2019. Thailand was up 314 % and many other emerging EV markets posted over 100 % growth y-o-y. Sales results in Italy, Austria, Portugal and some of the Eastern Europe markets are still pending; excluding those, the January 2020 results for Europe were 110 % above January last year. A good start of the year in Europe, as expected by most observers.
19 February: The Battery Shipment Tracker is updated to the December 2019 vehicle delivery status. 98 GWh were installed into passenger cars and light commercial vehicles, BEV, PHEV, FCEV, during last year. The industry is consolidating on NMC and NCA chemistries for traction batteries, standing for 64 %, rsp. 29 % of all global shipments in terms of GWh. Panasonic leads (not counting e-buses), with nearly 28 GWh installed for Tesla alone. Chinese CATL is a tight #2 with 25,7 GWh installed this year, LG is #3 with 12,3 GWh, now larger than BYD with 10 GWh. While CATL has further expanded its business, the NEV sales meltdown in China has lead to steep declines in battery shipments of many smaller Chinese battery makers.
16 February: More sales results for Europe are up-loaded and they are a pleasant reading: Germany increased by 136 % and it's all about PHEVs. France was up 231 %, with over 5300 sales of the new Renault Zoe alone and 5500 additional sales from new PSA entries. Volumes in the Czech Republic increased 6-fold from launches from Skoda, the Citigo BEV and the Superb PHEV. Outside Europe, Australia was up 130 % and New Zealand. Canada increased by 17 %, but the figures on model-level still contain several estimates. No details for China, yet. Preliminary CAAM reports for totals indicate a more than 50 % decline of NEV sales in a total vehicle market that was down by -18 % versus January 2019. The sharp decline relates to the number of working days in January; the effect of the Corona Flue outbreak was limited, according to CAAM.
14 February: The xEV Market Share Tracker is updated with the results for December 2019. It covers passenger vehicle sales for BEVs, PHEVs, HEVs and MHEVs relative to the passenger car sales totals in over 50 individual countries. Highlights for December: BEV shares improved significantly in USA and China, even if they did not reach the level of December last year. Outside China BEV shares spiked, mainly from high end of quarter deliveries of Tesla, as usual. Europe kept growing fast and PHEVs continue their rebound with new models and improved e-range. Global xEV sales reached 6,3 million in 2019, 35 % more than 2018. The fastest growing category were MHEVs, with 1,35m sales, 1 million more than 2018. Please note that the sum of the countries presented does not give the correct regional or global totals. As the tool tracks shares, it only covers markets where we have reasonably stable xEV sales and where we have reliable data for the monthly total passenger car market volumes.
10 February: The January 2020 data was not displayed in the retrieval tool. This now fixed, sorry for that.
10 February: Final touches to the 2019 results and the first numbers for January 2020. The global total for 2019 ended at 2264 000 passenger cars and LCVs, for a global market share of 2,5 %. Growth over 2018 was only 9 % last year, caused by weak US sales, following the Tesla boom in 2018 and the hard landing in China, following 2 rounds of subsidy cuts. Europe developed strong, with 44 % increase and sales of 590 000 units. BEVs captured 74,4 % of global 2019 plug-in sales, which is 5,4 %-pts higher than for 2018. The best seller was the Tesla Model-3 with 300 000 sales, followed by the Chinese BAIC EU-Series (111k) and the Nissan Leaf (70k). Tesla leads the OEM ranking with 368 000 sales, followed by BYD (226 000), BAIC (164 600), BMW (151 200), VW-Group (141 500), to name the top-5. January results came in for: USA, -8 %, which is at least an improvement over the declines of H2 last year. January saw depleted Tesla inventories, but very healthy gains for other OEM. Europe results continue strong, so far: Norway +25 %, Sweden +90 %, Spain +178 %, Belgium +181 %, Denmark +99 %, Ireland +31 %. The Netherlands stayed flat vs January 2018, with many sales pulled into Q4 of 2019, ahead of a 4% BIK tax increase in 2020.
04 February: Another sales volume update is up-loaded with minor adjustments, to make remaining estimates match announced manufacturer totals. Also, additional models were recorded in China, which are new on the market, among them the 2nd entry of the Weltmeister (aka Weima) start-up, the EX6 SUV EV and the first imports of the BMW X5 45e. Another release with the final 2019 numbers comes during the coming weekend.
27 January: Another update to December sales volumes with most of the estimates in Austria, China, Italy, Romania, South Korea replaced by actuals. Italy doubled plug-in sales compared to December 2018 and Austria was up 20 %. South Korea had another month of decline, -30 %. The global total stands at 2283 000 BEV and PHEV. December sales were the highest for the year, with 282 800 units and the second best month in plug-in sales history. 7600 Fuel Cell EVs were delivered in 2019, which is actually 90 % more than 2018, thanks to a 6-fold increase of Hyundai Nexo volumes in South Korea. For the 2 other FCEVs, the Toyota Mirai stayed flat at 2400 units and the Honda Clarity FCEV dropped by half to 350 units.
20 January: Following many client requests we today upload a dataset with preliminary, global results for December and 2019. It has our estimates for Italy, Austria, Romania, China imports and some of the very minor markets may still be missing, but otherwise the data is close to the final 2019 results, available in the 1st week of February. December was a positive surprise in China, where NEV sales of passenger cars and LCVs (152 200 units) decreased by "just" -24 %, which is better than the -40% of November. The total for 2019 stands at 1205 600 units in China, which is 4 % higher than 2018, after all. When you see CAAM reporting different numbers, remember that they report the sales from domestic production only, including heavy trucks and buses, which declined over 50 % y-o-y. Imports, 50k which we include, have more than doubled following the Tesla Model-3 sales start in March. Another positive surprise was UK, where December came in at 10 100 units. BEVs in UK are booming since September when it became known that even pre April 2020 BEV sales will be exempted from the BIK taxation of company cars. The global total stands at 2,28 million BEV+PHEV, which is 10 % higher than in 2018.
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EV-volumes.com
EV-volumes.com