June 2013 EV sales figures of all the available EV models in the US.

[Johann Koeber]

Maybe I am too optimistic, but something is telling me that we are in for a (little) surprice.

According to the letter of the Q1 2013 Earnings Call they had indeed planned to produce those 500 European Model S's in June 2013, but instead of doing that, along the way they must have must have decided to walk a different path. They must have decided to delay the European Model S's to July 2013. Maybe because of the increasing demand for the Tesla Model S in the US?

I think that in Q2 2013 there were somewhere between 5,000 and 6,000 Tesla Model S's actually delivered to customers mainly in the US and a few in Canada as well. That's the way I see it.

you are probably right, as we assume the first week in July (now) is for setting everything up for European production.

here come the first cars with proximity sensors and all the other new options for Europe

look forward to Q2 figures

 

[EVNow]

I think that in Q2 2013 there were somewhere between 5,000 and 6,000 Tesla Model S's actually delivered to customers mainly in the US and a few in Canada as well. That's the way I see it.

Since the guidance was 4500, I think the delivery will be about 5k. There is no particular reason for Tesla to deliver a lot more in Q2, rather than hold those deliveries for next quarter. Afterall who knows how the next quarter will go, new EU configuration might bring its own problems & delays.

 

[Dan43]

Only 950 in June, peak was 2300 in March. Europe sales are not reallly a factor are they? US always gets first refusal. That would imply only 950 units available to US buyers and they all sold out, or have I mis-read this info?
Dan43 UK

 

[EVNow]

Only 950 in June, peak was 2300 in March. Europe sales are not reallly a factor are they? US always gets first refusal. That would imply only 950 units available to US buyers and they all sold out, or have I mis-read this info?

950 is an estimate by Jay Cole (who run insideev.com) based on the assumptions mentioned in an earlier mail. One of them is the 500 to be shipped to Europe.

Idea that "US always gets first refusal" isn't, ofcourse, strictly correct. They will be producing European configuration S, which they have to sell in Europe. In anycase, all the US backlog is now gone. Time to take care of the European backlog.

 

[Benz]

all the US backlog is now gone

How do you know that?
There are still US customers waiting for their Tesla Model S. Right?

 

[EVNow]

How do you know that?
There are still US customers waiting for their Tesla Model S. Right?

When I say backlog I'm talking about people who booked an S before the first cars were delivered last year.

 

[Benz]

When I say backlog I'm talking about people who booked an S before the first cars were delivered last year.

OK, so customers who ordered their cars after the start of production in June 2012, are not calculated into the backlog? Is there another name for those as well?

 

[EVNow]

OK, so customers who ordered their cars after the start of production in June 2012, are not calculated into the backlog? Is there another name for those as well?

I don't think there is a universally accepted strict definition of backlog. One might also call anything longer than "usual" as backlog. For eg., Musk might think of 8 weeks as the usual waiting period and anyone waiting for more than that a backlog.

 

[Benz]

I don't think there is a universally accepted strict definition of backlog. One might also call anything longer than "usual" as backlog. For eg., Musk might think of 8 weeks as the usual waiting period and anyone waiting for more than that a backlog.

OK, understood, thanks.

 

[Yggdrasill]

It seems like organization in charge of the figures are on vacation or something, but someone with purchased access to the figures posted them, so here are the figures for Norway:

Electric car sales:

Car brand/model:	June:	May:	April:	March:	February:	January:	2013 YTD:	June 2012:	2012:
Nissan Leaf:	340	330	455	297	287	265	1974	128	2298
Mitsubishi i-MiEV:	29	17	35	40	31	51	203	39	665
Peugeot iOn:	2	0	2	2	8	12	26	9	407
Citroen C-Zero:	1	1	0	2	4	8	16	71	513
Think:	1	0	1	0	1	1	4	1	18
Mia Electric:	0	0	0	0	3	0	3	1	11
Tesla Roadster:	0	0	1	1	0	0	2	5	32
Total:	372	348	494	342	334	337	2227	264	3949
Percent of total sales:	3.398%	2.897%	3.532%	3.186%	2.950%	2.895%	3.152%	2.388%	2.862%

Plug-in hybrid sales:

Car brand/model:	June:	May:	April:	March:	February:	January:	2013 YTD:	June 2012:	2012:
Toyota Prius Plug-In:	9	5*	23*	20*	20*	19*	101	12*	176
Volvo V60 Plug-In:	3	2*	4*	20	17*	16*	62	0	0
Opel Ampera:	4	2	4	2	4	12	28	0	158
Fisker Karma:	0	0	0	0	1	0	1	0	6
Total:	16	9	31*	42*	42*	47*	192	12*	341
Percent of total sales:	0.146%	0.075%	0.222%*	0.391%*	0.371%*	0.404%*	0.272%	0.109%*	0.247%

*Estimated from various quarter and YTD figures.

Full figures for 2012

Not much happening, I would say.

 

[Benz]

Well, in Norway the marketshare of EV's is higher than 3%.
That's better than anywhere else.

 

[Benz]

"Currently producing at an annualized rate of more than 25K units (saw a flat panel on the factory tour that indicated 5,454 units produced in the 2nd quarter."

That's what an owner saw himself at a factory tour during the TESLIVE event.

Here is the link: http://teslamodels.wordpress.com/

But how many of these were actually sold to customers (and paid for) and delivered to them as well?

 

[gregincal]

OK, we can finally update this:

Total sales first 6 months of 2013 of Chevrolet Volt: 9,855
Total sales first 6 months of 2013 of Nissan Leaf: 9,839
Total sales first 6 months of 2013 of Tesla Model S: 10,050

 

[Grendal]

OK, we can finally update this:

Total sales first 6 months of 2013 of Chevrolet Volt: 9,855
Total sales first 6 months of 2013 of Nissan Leaf: 9,839
Total sales first 6 months of 2013 of Tesla Model S: 10,050

We win.

Actually it's just awesome that there are 30K more plug-ins on the road. I think that was the total from all of last year. That means we are aiming to double last years numbers.