It is a clear case of sample selection bias for Nissan to conclude from its study that an EV with longer range than a LEAF is not necessary - or at least not demanded by the market such that vehicles with longer range will sell. Of course, things like necessity and demand are by nature subject to definition, and particularly in the trade-offs of things like range and price and vehicle size.
But citing that the Model S has sold thousands of vehicles in the first six months, and that those vehicles almost all have the 85 kWh pack, is also potentially misleading.
1) The average price of the Model Ss sold is probably >$90K (pre-rebate), so for that price, you can be damned sure that people will expect a lot more range than 70 miles. The Model S is in a different market than the LEAF. I betcha that over 90% of Model S sales through the end of February were to individuals with family incomes in the top 2% of US households. The Model S is a rich man's car. But the LEAF is not. Or if so, it is frugal rich men with no concern for the appearance of the car, 'cause man is that LEAF is UGLY! But regardless, each model has sold arguably well, albeit to pretty different customers. I'll be interested to see how LEAF sales trend in the coming months as we see some Model S 40 kWh customers start to buy cars with few options - but even then it costs more than double the price of a LEAF.
As a result, it is much easier to sell cars with lots of battery options if you charge 2.5 - 5 times as much for the car, after rebates. But if we see Model Ss cannibalizing LEAF sales, that will tell us something.
2) It's not so hard to put in several battery packs of different sizes and let customers choose what they want, to vote with their feet - when you have a car that is larger than many SUVs! If you remove the criterion of having the car be able to fit in a single parking space (in addition to price being no object), then sure, people will prefer more range. But I'm a perfect example of someone for whom size is a criterion. I can afford a Model S, but I don't want one. The car is just too huge to be usable for me. As a result, the Model S's range is irrelevant to me, and I'm not buying one of the smaller BEVs with 150+ miles of range and a price under $50K because ... no such car is available for sale.
3) Nissan sold 9,819 LEAFs in the US last year.
Nissan Leaf 2012 US Sales Stop Just Short of 10,000 - Volt Sales Stay Steady - autoevolution By comparison, Porsche sold 3,356 Boxsters + Caymans, 8,528 911s, and 7,614 Panameras.
Porsche Reports Best-Ever Sales in 2012; 21 percent increase over 2011 -- ATLANTA, Jan. 3, 2013 /PRNewswire/ -- I'd say that isn't a bad job by Nissan (setting aside the incentives required to make those sales), considering that the LEAF is butt-ugly and has such crappy range. Obviously there is a market for a small, dorky, short-range BEV at a low price. So is it necessary to have more range? Apparently not if you are good with those sales figures for 2012.
As I wrote above, I will be curious to see what the sales trends are now that the early adopters of the Model S have made their purchases. Will Model S and the 40 kWh pack now take LEAF customers? Surely some, but I'm not sure how many.
Some have written that they look forward to when Tesla releases the Gen III and they can have a smaller car with healthy range for a good price. Assuming that the previously not possible becomes possible (BMW 3-series size, $45K price after rebates, 200+ ideal mile range, nice looks, decent storage/trunk), I expect to be a buyer. If that comes to pass, then Nissan will have to step up. But as of now, they are in such a different market that I don't really think they are losing many sales to Model Ss with long range (60s and 85s). If BMW or VW or Audi (or Tesla) were to bring a 150-mile ideal range BEV to market in a 3-series sized body for a modest price, then that would be a game changer. But right now I can't see one of those on the market until at least 2016.
As a result, I think that the LEAF is currently losing more sales to plug in hybrids like the Volt or PIPrius.
My $0.02...
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February 2013 EV sales
Apparently the Model S hasn't hurt LEAF sales as they are posting better numbers in early 2013 than in 2012.