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

[RobStark]

Where no restriction noted in parenthesis Tesla can sell

States with the Highest Green Car Adoption Rates

Here are the top 11 states for green car adoption by rank and percentage of vehicle sales.

1. California: 7.5 percent
2. Washington: 6.1 percent
3. Oregon: 5.6 percent
4. Hawaii: 4.2 percent
5. Vermont: 3.7 percent
6. Maryland: 3.2 percent
7. Utah: 3.0 percent (Tesla on track to sell new cars in Utah after bill passes)
8. Virginia: 2.9 percent ( Tesla had won, but now licenses back in State Courts)
9. Massachusetts: 2.9 percent
10. Arizona: 2.8 percent
11. Colorado: 2.7 percent

And here are the states with the greatest gains for green vehicle adoption between 2014 and 2017 by percentage increase. Six of the top 10 have state EV incentives.

1. Alaska: 144.8 percent
2. Vermont: 127.1 percent
3. Hawaii: 118.1 percent
4. California: 90.2 percent
5. Wyoming: 85.5 percent
6. Washington: 85.2 percent
7. Maryland: 77.6 percent
8. New Jersey: 70.1 percent
9. Connecticut: 69.7 percent (Tesla can't sell)
10. Montana: 69.4 percent (Tesla can't sell)

Finally, here are the states where green car adoption actually reversed opposing the 48.4 percent national average increase.

1. Arkansas: -27.0 percent (Tesla can't sell)
2. South Dakota: -23.9 percent (Tesla can't sell)
3. Oklahoma: -11.8 percent (Tesla can't sell)
4. South Carolina: -3.2 percent (Tesla can't sell or service)
5. New Mexico: -1.9 percent (Tesla can't sell or service)

States with the Highest Green Car Adoption Rates

 

[RobStark]

Top Manufacturers Of Plug-In Vehicles:

1. Tesla* – 10,200
2. General Motors – 3,573
3. Toyota – 2,922
4. BMW Group – 2,662
5. Nissan – 1,500

Pure Electric Car Market Share vs PHEV In March*

1. BEV – 14,781
2. PHEV – 11,592

Notable All-Time Time Highs Set In March By Model

• Tesla Model 3 – 3,830
• Toyota Prius Prime – 2,922
• Honda Clarity PHEV – 1,061

March Plug-In Electric Vehicle Sales Continue To Soar


BTW I think this thread should be renamed RobStark's American Mega Thread

 

[RobStark]

Tesla Direct Sales Map (US)

 

[RobStark]

Ah, thanks for the shoutout.

 

[KJD]

Interesting chart, but I think that the status for Utah has recently changed. See the Utah thread.

Utah Tesla Owners

 

[RobStark]

Interesting chart, but I think that the status for Utah has recently changed. See the Utah thread.

Utah Tesla Owners

I let the mapmaker know Utah needs a blue Tesla "T".

 

[RobStark]

 

[RobStark]

Graph created by TMCer @Swampgator

 

[dc_h]

Graph created by TMCer @Swampgator

Wow, on track to take the lead in April and dominate the rest of the year. Looking forward to seeing the year end version of this chart.

 

[30seconds]

I was confused to see Washington state on that list, but I assume that is for Boeing / SLA pressure due to SpaceX

 

[RobStark]

I was confused to see Washington state on that list, but I assume that is for Boeing / SLA pressure due to SpaceX

Washington is one of the most Pro Tesla States in America.

In bans every automaker from selling or servicing vehicles, except Tesla.

Not the Chinese EV startups, not GM not anyone else.

 

[mrdoubleb]

Graph created by TMCer @Swampgator

So this whwre it is going to get very interesting.

Tesla has delivered over 8k Model 3 this year. If production would be limited at 2k/week until the very last week of June, we'd still get 26-30k more produced. And then even if production would be limited at 4k/ week for the rest of 2018, we'd still get another 100k. Not sure how much of this will go to Canada, but as Europe is not getting any of them until 2019, I'd expect ~120k delivered in the USA this year even under this very pessimistic scenario.

So here is the rest of the competition - no more kids' gloves & separate EV charts, but playing with the big boys. According to businesswire.com these were the sales figures for the big German premiums in this segment in 2017:

BMW 3 & 4 series together: 99,083
Mercedes B-Class, CLK & C-Class together: 98,860
Audi A3 & A4 series together: 58,044 (If you want to add in the A5 like above, it goes to 79,345)

Throwing in Infinity from the chart above based on carsalesbase.com figures (not sure how accurate):
Q50: 40,739
Q60: 10,751

 

[RobStark]

The 6 Automakers Closest To Losing Federal Tax Credit

 

[RobStark]

 

[RobStark]

 

[RobStark]

California Q1 2018 Registrations Numbers are out. Model 3 is the top selling near luxury sedan. Also outsells all subcompacts,large sedans, entry luxury vehicles, and luxury & high end sports cars.

Tesla Model S drops from 2nd in the Luxury and High End sports cars to 3rd. New 7th generation of BMW 5 Series takes 2nd spot.

https://www.cncda.org/wp-content/uploads/California-Covering-1Q-2018.pdf

 

[RobStark]

Tesla Model X jumps from 5th spot in Luxury Mid Size SUV to 4th. IMO Neither Lexus RX nor Acura MDX belong in this category but CA New Car Dealers Association places them in this category.

 

[RobStark]

Q1 2017 Tesla had .9% Market Share in California vs 1.5% Market Share in Q1 2018

 

[RobStark]

 

[RobStark]