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

[kpanda17]

Underlying this all is the lack of willingness to acknowledge the human impact on the environment and to do something to alleviate the problem. We aren't willing to sacrifice cheap and easy for the public good. We've been spoiled.

Agree, there was a YouTube reviewing sustainability with mid west usa farmers and from their perspective they don’t care
They don’t see the environmental impact yet or at least admit it’s us
And gas/diesel is cheap, $2.50US per gal

 

[Doggydogworld]

I get sick when looking from my Tesla, the smoke coming from a PHEV tailpipe
This new version of PHEV is just a weird way of continuing the bad impact on the environment
We need pure EVs

That's an extreme emotional reaction. Here are the facts.
1. We don't have enough batteries for 100% BEV today
2. We won't have enough for 100% BEV next year, or the year after or is 2030
3. Until then, properly used PHEVs can transition miles from gas to electricity 3-4x faster than commuter BEVs

The vast majority of PHEVs are used properly, of course. But bad policies can give people the wrong incentives, as happened previously in Germany where they subsidized low-range PHEVs for executives who had corporate gas cards and no place to plug in. That went exactly as you'd expect.

And anyone who claims they're saving the planet by commuting in a 7000 lb Cybertruck instead of a Prius Prime is simply a liar.

 

[kpanda17]

Using a PHEV means only driving on battery most of the time and plugging in nightly.
A recent study showed PHEV drivers drive too far and never plug in.
Hate hybrids
Keep using old ICEvs until not useful
Only buy pure BEV
Or walk ride a bike
Don’t by new PHEV

 

[RobStark]

 

[RobStark]

 

[RobStark]

Volkswagen, Audi, Porsche and Scout brands to adopt Tesla's NACS

Tesla's NACS has nearly been adopted by every automaker in the industry, now including Volkswagen's entire lineup of brands.

www.teslarati.com

 

[RobStark]

US Market

https://www.kbb.com/car-news/americans-bought-nearly-1-2-million-evs-last-year/

After price cuts, Model X probably outsold Rivian R1S in the US in Q4. That is likely to continue if relative prices remain stable.

 

[RobStark]

 

[RobStark]

California 2023 Registrations

Japanese Brands Market Share 39.5%
American Brands Market Share 36.3%
European Brands Market Share 14.8%
Korean Brands Market Share 9.4%

1. Toyota........278,345 ...........,..........................15.7
2. Tesla.........230,589....................................13.0
3. Honda........172,834.........................................9.7
4. Ford...........137,350...........................................7.7
5. Chevrolet...118,952..........................................6.7
6. KIA.............82,512............................................4.7
7. Hyundai......74,713...........................................4.2
8. Merc Benz..68,684..........................................3.9
9. Nissan........66.982..........................................3.8
10. Subaru......64,808............................................3.6
11. BMW..........64,447............................................3.6
12. Lexus..........56,706..........................................3.2
13. Jeep............40,991..........................................2.3
14. Audi..............39,703.........................................2.2
15. Mazda..........36,992.........................................2.1
16. Volkswagen.35,197..........................................2.0
17. GMC.............34,392..........................................1.9
18. RAM.............28,406...........................................1.6
19. Porsche..16,899..................................................1.0
20. Acura ...........15,252...........................................0.9
21. Volvo.............13,544..........................................0.8
22. Dodge..........12,646...........................................0.7
23. Cadillac...11,661................................................0.7
24. Land Rover ..11,306.........................................0.6
25. Rivian........10,297...............................................0.6
26. Genesis.........8.118...........................................0.5
27. Chrysler........6.765..........................................0.4
28. Infiniti............6.018..........................................0.3
29. Mini...............5,161..........................................0.3
30. Buick...............4,883..........................................0.3
31. Lincoln...........4,079...........................................0.2
32. Mitsubishi.....3,528..........................................0.2
33. Polestar........3,127..........................................0.2
34. Jaguar...........1,331...............................................0.1
35. Alfa Romeo....1,261...........................................0.1
36. Maserati.......1,003...............................................0.1
37. Other..............6,134.........................................0.3

Total.........................1,775,915.................................100

https://www.cncda.org/wp-content/uploads/Cal-Covering-4Q-23.pdf

 

[RobStark]

 

[RobStark]

Reliability measures after 3 months of ownership. Dependability measures after 3 years of ownership.

Tesla blocks JD Power from getting Tesla owner addresses through various DMVs across the country so JD doesn't have a statistically valid sample size of Tesla owners.

 

[replicant]

so JD doesn't have a statistically valid sample size of Tesla owners.

Why one cannot get a good sample size of owners through non-Tesla channels? There are many ways to do a valid survey and verify ownership without Tesla providing the data IMO.

 

[RobStark]

Why one cannot get a good sample size of owners through non-Tesla channels? There are many ways to do a valid survey and verify ownership without Tesla providing the data IMO.

They don't ask Tesla to provide data.

JD Power gets owner addresses from State DMVs to send them their survey. California and many/most State DMVs require the OEM to sign-off on giving JD Power access to a list of their owners in various States. All the legacy OEMs sign-off but Tesla blocks this access. I am not sure about Rivian and Lucid.

 

[RobStark]

 

[RobStark]

 

[RobStark]

 

[RobStark]

Top 25 Best Selling Vehicles in Q1 '24 USA.

Chevrolet Trax: 37,588 units sold

Honda HR-V: 38,062 units sold

Jeep Wrangler: 38,308 units sold

Subaru Crosstrek: 38,405 units sold

Ford Maverick: 39,061 units sold

Ford Transit: 39,890 units sold

Nissan Sentra: 40,081 units sold

Honda Accord: 41,927 units sold

Tesla Model 3: 42,000 units sold (estimated)

Hyundai Tucson: 45,509 units sold

Subaru Forester: 48,546 units sold

Chevrolet Equinox: 54,185 units sold

Jeep Grand Cherokee: 54,455 units sold

Ford Explorer: 58,465 units sold

Toyota Corolla: 60,071 units sold

Honda Civic: 61,929 units sold

GMC Sierra: 68,597 units sold

Toyota Camry: 78,337 units sold

Ram Pickup: 89,417 units sold

Nissan Rogue: 90,804 units sold

Honda CR-V: 95,038 units sold

Tesla Model Y: 109,000 units sold (estimated)

Toyota RAV4: 124,822 units sold

Chevrolet Silverado: 127,563 units sold

Ford F-Series: 152,943 units sold

https://www.caranddriver.com/news/g60385784/bestselling-cars-2024/

 

[RobStark]

 

[kpanda17]

View attachment 1038917

R1S success shows the market wants this form factor. Ford Explorer EV???, GM Tahoe EV???, Toyota Sequoia EV??, the Escalade IQ EV is insane, think $180K

 

[RobStark]