JPR007 Profile picture
16 Sep, 5 tweets, 2 min read
EUROPE 2021

1. BEV MARKET VOLUME

2021 Q1 = 202,396 units

2021 Q2 = 289,625 units

2. TESLA

2021 Q1 = 30,892 units for 15.3% Market Share

2021 Q2 = 35,991 units for 12.4% Market Share
3. OTHER OEMs

Data is not currently available for all BEV sales by OEM across the entire European market

And only 2021 Q1 data is complete for the major European markets :
Europe Top Ten BEV Brands in the tracked 11 markets :

- Tesla = 15.1%

- VW = 14.1%

- Peugeot = 8.1%

- Renault = 8.0%

- Hyundai = 6.8%

- Kia = 6.2%

- Nissan = 4.4%

- Smart = 4.1%

- Audi = 4.0%

- BMW = 3.2%
Here is the list for 2020 Full Year

Europe Top Ten BEV Brands in the tracked 11 markets :

- VW = 16.2%

- Renault = 14.0%

- Tesla = 13.1%

- Hyundai = 8.0%

- Peugeot = 5.8%

- Kia = 5.4%

- Audi = 4.9%

- Nissan = 4.5%

- Smart = 3.2%

- BMW = 3.2%
And here is the larger screenshot showing the related models

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More from @jpr007

17 Sep
KOPER, SLOVENIA

Waiting for the next Tesla Ship on Monday morning

1/ Image
With the Alps in the background

2/ Image
Beautiful historic city

3/ Image
Read 7 tweets
15 Sep
Plug-in hybrids are a 'wolf in sheep's clothing' - BBC News

Carbon dioxide emissions from plug-in hybrid cars are as much as two-and-a-half times higher than official tests suggest, according to new research
bbc.com/news/science-e…
Plug-in hybrid vehicles are powered by an electric motor using a battery that is recharged by being plugged in or via an on-board petrol or diesel engine

They account for 3% of new car sales
But analysis from pressure groups Transport and Environment and Greenpeace suggest they emit an average of 120g of CO2 per km

That compares with the 44g per km in official "lab" tests
Read 22 tweets
15 Sep
CHEVROLET BOLT

GM has said early Bolt models will have their entire battery pack replaced, while newer models will have only defective modules within the pack replaced

Those new parts may not be available until after November
reuters.com/business/autos…
The automaker said it has bought back some Bolts from owners and is reviewing such requests on a case-by-case basis

GM also has said it expects LG to help shoulder the $1.8 billion expense to replace Bolt battery packs
On Friday GM's Jacobson said the two companies are having "high level conversations" about costs, and that GM expects reimbursement

With resolution of the costly recall debacle still up in the air, relations between GM and LG have soured, people familiar with the situation said
Read 13 tweets
14 Sep
LESSON OF THE DAY 20210914

Electrek published an article based on totally false data criticising Tesla and promoting the concept of giving third-party vendors more access to Tesla service tools

They did this using fake material that Rich Rebuilds released in a YouTube video
Beware of headlines like this and be careful not to trust those who criticize Tesla for the purposes of promoting their own agenda

And be sure to do your own homework
Quick Details

1. They claimed Tesla wanted to charge $22,500 for a Battery Replacement on a 2013 Model S

- the correct price from Tesla is actually $10,500 as of last week
Read 6 tweets
14 Sep
SHANGHAI PRODUCTION 2021 Q3 - MORE WILD CARDS

The closer that we get to the end of the quarter, the more wild cards are emerging for the Shanghai side of production

Let's review them . . .
1. The month of September includes the Chinese Mid-Autumn Festival, which is a national holiday

- however, I am inclined to think that there are coverage plans in place to cope with this and keep production running steadily

- prior holidays have not had very visible impacts
2. It has been said that Shanghai Phase 1 is running at 800 cars per day, and recent upgrades to Phase 2 have given it an output of 1,000 cars per day

- this would result in an output of around 50,000 cars per month

- compared to my estimate of 41,000~44,264 units for September
Read 7 tweets
14 Sep
TESLA Q3 PRODUCTION - QUICK CHECK

A quick review of the three key uncertainties in the estimates for Q3 production

1. FREMONT M3 / MY

- Q1 production was 102,426 with M3 on 4 shifts and MY on 3 shifts

- Q2 production was 114,391 with M3 on 4 shifts and MY on 4 shifts
In Q3 both Fremont M3 and MY should still be on 4 shifts with a combined nominal capacity of 125,000 units per quarter

So the uncertainty is :

- whether Q3 production will fall back to Q1 levels like the 102,991 projected here by Troy ?
- or whether Q3 production will meet and beat Q2 levels ?

I have projected 115,000 units, derived from the nominal capacity of 125,000 units reduced by 10,000 units for supply chain issues

The difference is +12,000 units
Read 12 tweets

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