US Market Situation and Outlook (Rob Stark's American Megathread)

[RobStark]

Jaguar joins NACS. I take it Land Rover Range Rover is not far behind.

Jaguar Joins Tesla's Supercharger Party, Will Sell EVs With the NACS Port

The Indian-owned British marque has joined forces with Tesla. Its future all-electric cars will be equipped with the North American Charging Standard (fo...

www.autoevolution.com

 

[RobStark]

 

[RobStark]

 

[RobStark]

Estimated US Premium/Luxury BEV YTD Sales through Q3 according to Wards Intelligence.

Mercedes-Benz​

• EQB: 4961
• EQE: 4515
• EQE SUV: 4028
• EQS: 6251
• EQS SUV: 7999

TTL EVs: 27,754

Audi​

• e-tron: 2536 (both models)
• e-tron GT: 2424
• Q4 e-tron: 7942 (both models)
• Q8 e-tron: 4716 (both models)

TTL EVs: 17,628

BMW​

• iX: 9672
• i4: 4226
• i7: 624

TTL EVs: 14,522

(NOTE: Orders taken on i5, but no deliveries in the first three quarters.)

Volvo Polestar​

• Polestar 2: 5690

Cadillac​

• Lyriq: 5334

Porsche​

• Taycan: 4897

Lucid​

• Air: 4140

Lexus​

• RZ: 2511

Tesla​

• Model S: 12,143
• Model 3: 162,463
• Model X: 22,586
• Model Y: 288,408

TTL EVs: 485,000

Jaguar​

• i-Pace: 279

This Year’s Luxury Brand Sales Race Is for Second Place

Tesla’s US sales are estimated at 485k for the first nine months, ahead of Subaru. Is it still a luxury brand?

www.autoweek.com

 

[RobStark]

S&P Global Mobility Report.

Lots of interesting charts and analysis in less than 5 minutes.

 

[RobStark]

 

[Cobos]

View attachment 981720

Is this US only or world?

 

[RobStark]

Is this US only or world?

Numbers from Cox Automotive. US only.

As you might tell by looking again, only brands offered in the USA.

And I try to keep Global statistics out of this thread.

 

[Cobos]

Numbers from Cox Automotive. US only.

As you might tell by looking again, only brands offered in the USA.

Good point. The numbers just looked so high for the German brands, hence why I got confused. I never would have guessed BMW did 15% EV in the US. I know their EV percentage is growing steadily in Europe, but seems to have come to the US in a greater sense than I would have thought.
Usefull information, thanks.

 

[RobStark]

Good point. The numbers just looked so high for the German brands, hence why I got confused. I never would have guessed BMW did 15% EV in the US. I know their EV percentage is growing steadily in Europe, but seems to have come to the US in a greater sense than I would have thought.
Usefull information, thanks.

For this Q3 US BEV market share is 7.9%. So somebody has to be opposite Toyota,Honda, Mazda and the laggards. For this Q3 Tesla US BEV market share fell from 59.5% to 50%.

 

[RobStark]

The Corvette Prius?

 

[Doggydogworld]

Yeah, it's a HEV, like the (non-Prime) Prius. You can't plug it in. And it's less capable in some ways. Prius can shut the ICE off at highway speeds, but the Vette is limited to 45 mph.

 

[RobStark]

 

[RobStark]

These 20 electric cars are selling below sticker price — and rising incentives could help you get an even better deal

Some EVs are selling for up to 12% below sticker price, not to mention rising manufacturer discounts.

www.businessinsider.com

 

[RobStark]

 

[Doggydogworld]

Tesla owners won't need adapters....

Owners of older Teslas will need a $400 upgrade. An early Model 3 owner told me Tesla wouldn't upgrade his car at all, but that was ~6 months ago so maybe things have changed.

Too many people mistakenly believe NACS = Tesla charging system. It's not at all. The plastic & metal plug is from Tesla, but the electrical signaling and communication protocols are all CCS. Older Teslas will plug into third party NACS chargers just fine, but fail to charge. Likewise, NACS cars will plug into v2 Superchargers just fine, but fail to charge. It's going to be a mess for a while, and people making claims like the one above only add to the confusion.

 

[RobStark]

New Teslas use CCS software protocols.

Old Teslas use CHAdeMo software protocols.

All North American Tesla Superchargers interface with all North American market Teslas but third party NACS chargers won't interface with old Teslas using CHAdeMO software protocols. You will need an adaptor or replace the old Tesla connector with the new Tesla connector.

 

[RobStark]

Below was posted in a members only GM facebook group
---------------------------------------------------------------------------------------------------By Todd Wilson

GM Q3 Earnings Call BEV Updates:

• GM still expects 1 million production capacity end 2025
• Ultium production doubled Q3 2023 vs Q2
• Ultium Cells OH will be at full capacity next month
• Cost per cell decreased 45% over the last year
• Battery modules expected to not be a constraint mid-2024
• Ultium Cells Spring Hill SOP delayed to early 2024
• Samsung SDI battery plant still on schedule for early 2026 SOP
• Equinox, Silverado and Sierra launch delayed a few months to make improvements and lower costs
• Ultium Bolt EUV will use LFP. No timeline given but development has been accelerated by 2 years.
• Development on other low cost EVs still progressing
• November Investor day delayed to March

 

[Oil4AsphaultOnly]

Below was posted in a members only GM facebook group
---------------------------------------------------------------------------------------------------By Todd Wilson

GM Q3 Earnings Call BEV Updates:

• GM still expects 1 million production capacity end 2025
• Ultium production doubled Q3 2023 vs Q2
• Ultium Cells OH will be at full capacity next month
• Cost per cell decreased 45% over the last year
• Battery modules expected to not be a constraint mid-2024
• Ultium Cells Spring Hill SOP delayed to early 2024
• Samsung SDI battery plant still on schedule for early 2026 SOP
• Equinox, Silverado and Sierra launch delayed a few months to make improvements and lower costs
• Ultium Bolt EUV will use LFP. No timeline given but development has been accelerated by 2 years.
• Development on other low cost EVs still progressing
• November Investor day delayed to March

Didn't Barra announce today that GM's electrification plans got pushed back due to costs (~$200m per week) associated with the UAW strike?

 

[RobStark]

Didn't Barra announce today that GM's electrification plans got pushed back due to costs (~$200m per week) associated with the UAW strike?

• Equinox, Silverado and Sierra launch delayed a few months to make improvements and lower costs
• Ultium Cells Spring Hill SOP delayed to early 2024