Sept 2018 EV and Tesla Market Share Update

Since my last EV market share update for July, things have changed a lot. I heard rumors that the competition will kill Tesla, nobody would possibly want to buy a Tesla when much better cars like the iPace and the eTron and EQC are coming. Instead we got this: Tesla market share went up from…

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Failure at Tesla, Success Everywhere Else

When you think of a successful alternative fuel (hybrid, electric, fuel cell or whatever) vehicle, the first thing that comes to mind is probably a Prius. Tesla comes next because their cars are successful but unlike other companies, they seem to have major trouble ramping their vehicle production up. At least that is the impression…

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Tesla Sales Cross Audi in August. Model 3 Enters Top 5 cars.

As predicted last month, Tesla outsold Audi in August: And it looks like Mercedes and BMW are next. Most of this is thanks to the Model 3 which outsold all the competition from all brands significantly, not just the Germans. (Chart Credit: Vladimir Grinshpun) Here is a comparison with BMW, Mercedes and Audi vehicles in the same…

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Game Over for the ICE Compact Luxury Sedan

I’ve said that the Tesla Model 3 will be an existential crisis for the auto industry as soon as reservations opened. My charts from a few months later, showed exactly that happening with the BMW 3 series. Now that the Model 3 deliveries have started and all the details have emerged, here is how the…

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