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

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Through June 2015 California Market
Top "Luxury and Sports" ModelsRegistrationsMarket Share
Mercedes E Class540912.6%
BMW 5 Series526712.3%
Tesla Model S514812.0%
Lexus GS31057.0%
Mercedes S Class24465.7%



Tesla has 0.5% of the overall California Market the highest ever.BEVs have 1.7% of the overall California Market the highest ever.PHEVs have 1.2% of the overall California Market down from 1.6% last year.HEVs have 5.5% of the overall California Market down from 6.8% in 2013.http://www.cncda.org/CMS/Pubs/Cal Covering 2Q 15 Ver 2.pdf
How many more Tesla Model S deliveries in California will there be in H2 2015?

How about 6,000(+)?
 
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Interesting - looks like there is a lot of growth potential even inside the US as sales are still very unequally distributed. Would be good to calculate this as Teslas per capita (California is the state with the most citizens in the US, right?).

For what time frame are those numbers?

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O.k., found it here - original caption is "New Tesla Model S sales in US (*Data for All Tesla Registrations Since Model S Debut; Source: Polk, Edmunds.com)"
 
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Here are the population-weighted figures for new car sales. California still dominates but Washington does quite well. Texas, not so much. Surprisingly, Nevada is 4th in sales per capita.
State Sales % per 10 million


  1. California 11.6
  2. Washington 6.5
  3. Florida 3.7
  4. New Jersey 3.7
  5. Nevada 3.6
  6. Illinois 3.3
  7. Arizona 2.8
  8. Texas 2.1
  9. New York 1.8
  10. Ohio 0.9

Other 1.7

Per Coilied on Insiveevs.com


 
Cool, thanks. So (conservatively) assuming California market is saturated and also assuming (not so conserveratively) the other 9 states will eventually have the same per-capita number of Teslas, that gives

11.6%*10 / Sum(per capita % over all states) = 116/40 =approx 3

So that would mean just in the top ten states they could still sell 2x (3-1 for the cars already sold) as many cars (in addition) as they already have sold in total. As the other 40 states have even less, under the assumptions above that would lead to a approximation of of 5 times that of the top 10 states or still 10x as many Model S to be sold... Quite a staggering number. Even if all the other states got only half as many Model Ss as California a factor of 5 or so would still not be too bad. And that is only Model S...



Here are the population-weighted figures for new car sales. California still dominates but Washington does quite well. Texas, not so much. Surprisingly, Nevada is 4th in sales per capita.
State Sales % per 10 million


  1. California 11.6
  2. Washington 6.5
  3. Florida 3.7
  4. New Jersey 3.7
  5. Nevada 3.6
  6. Illinois 3.3
  7. Arizona 2.8
  8. Texas 2.1
  9. New York 1.8
  10. Ohio 0.9

Other 1.7

Per Coilied on Insiveevs.com


 
I found this humorous:

States, such as Washington (state sales-tax exemption), New York (no incentive), New Jersey (sales-tax exemption and HOV lane access) and Florida (HOV lane access), continue to steadily grow in EV sales without remarkable incentives.


No sales tax on an NJ Tesla purchase isn't a remarkable incentive? For real? I live just over the border in NY and paid $8538 in sales taxes, and would have paid $0 in NJ. It is, in my opinion, the best state incentive out there.
 
I found this humorous:



No sales tax on an NJ Tesla purchase isn't a remarkable incentive? For real? I live just over the border in NY and paid $8538 in sales taxes, and would have paid $0 in NJ. It is, in my opinion, the best state incentive out there.[/FONT][/COLOR]

Depends on the state, Mine is around roughly 5k$ for a Tesla (depending on your options and such). But that still isn't a bad incentive... sadly, VA has no incentives, and in-fact has anti-incentives as they are taxing EVs to pay for their "fair share" of the road use.
 
Inside EVs estimates 1900 in October for a year to date total of 18900. We can now estimate NA sales per quarter fairly accurately. The biggest unknown are sales outside China, Europe or North America in countries like Japan or Australia. I put them down as 'elsewhere' in the table below.

Total deliveriesChinaEuropeElsewhereNorth AmericaInsideEV estimate
Q110045-797-3491-500(?)=52574700
Q211532-883-3905-600(?)=61446900
Q311603-1345-3341-700(?)=62175400
October4000(?)-500(?)-985-250(?)=22651900
 
Inside EVs estimates 1900 in October for a year to date total of 18900. We can now estimate NA sales per quarter fairly accurately. The biggest unknown are sales outside China, Europe or North America in countries like Japan or Australia. I put them down as 'elsewhere' in the table below.


Total deliveriesChinaEuropeElsewhereNorth AmericaInsideEV estimate
Q110045-797-3491-500(?)=52574700
Q211532-883-3905-600(?)=61446900
Q311603-1345-3341-700(?)=62175400
October4000(?)-500(?)-985-250(?)=22651900

Japan on some reports is said to be #2 on the list of millionaires per country. Japan doesn't seem to be a priority, so obviously factors other than ability to buy are important.

I am really interested to see China Q4. They better be buying a lot of Tesla products if they are the major influencer of product development.

Tracking Germany separately would be a meaning indicator of base European interest. They have never had incentives (I think), and Tesla is investing heavily in that country.
 
Tesla California market share for Q3 2015 is .5% vs .3% last year.

BEV market share is 1.6% same as Q2. That means Tesla has 31% of BEV sales.

Edit Mistook YTD registrations for Q3 registrations.


Luxury and Sports Car MarketQ3 2015 YTD
ModelRegistrationsMarket Share
Mercedes E-Class858313.3 %
BMW 5 Series820712.7 %
Tesla Model S733611.4 %
Lexus GS45417.0 %
Mercedes S-Class37315.8 %










http://www.cncda.org/CMS/Pubs/Cal Covering 3Q 15-CNCDA edits.pdf
 
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