RobStark
Well-Known Member
One month surge is hardly a measure of demand.
What is the annual market share vs last year?
What is the annual market share vs last year?
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Tesla delivered more cars in Norway this December than the other 11 months combined. I have no good explanation. Norwegians did not wait 11 months for cars. They did not all wake up one day and decide to buy a Model 3. Tesla offered 0.25% financing, but that's small potatoes. There was talk of a subsidy decline in '21, but that would have affected all EVs. No other models, not even S and X, showed similar EOY spikes except for ......... Jaguar i-Pace. Less than 600 through early November then suddenly 700+ in the closing weeks! And we know i-Pace wasn't "supply starved". I suspect discounted fleet sales of some type, but don't know enough about Norway to dig up details.Norway, 2020 vs 2019
TESLA 8602 vs 18798
looks like a supply starvation problem to me.
(see eu-evs.com for data)
I had forgotten the Norwegian price cut was in Q4. CleanTechnica says LR dropped from 484,900 to 449,900, or 7.2%. All but 3 Q4 deliveries were LR/P, and a 7% price cut would typically grow sales something like 30%. But December quadrupled vs. September, and September was the best month of the first 11. So the price cut contributed, but there was a lot more going on than just that.The SR+ accounts for only 5% of m3 sales in Norway, and when he specified the LR in the video, the price reduction was <5%, useful but not explaining the big jump. Still weird.
I wonder what the ratio between the Model 3 SR+, LR, and Performance?
They track the numbers here. Sometimes there's a little discussion, but it's mostly "just the facts, ma'am".Is this the thread to track the quarterly sales number from Europe as they come in. I thought there was one, but not sure if this is it.
From Tesla Registration Stats it looks like the Norway numbers are pretty much done. Only 15 deliveries today after 164 and 108 the last 2 days.
Norway Q2 3683 - Q1 2635
From Electric Vehicle registrations in Europe: 11 countries, 80+% of BEV market believe this is a couple days behind for Netherlands and Spain.
Netherlands Q2 502 - Q1 392
Spain Q2 820 - Q1 497