Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
JPR007 Profile picture
@jpr007
Oct 1, 2021 • 21 tweets • 6 min read • Read on X
Scrolly
UK BEV REPORT

We now have UK registration data for 2021 Q2

It is the second-largest European market after Germany and just ahead of France

For 2021 H1 73,893 units were sold or 15.0% of the European market

Its detailed data only comes to the website with a three-month lag
Tesla is the clear Market Leader in the UK and has been since 2019 Q3
Tesla Model 3 led the UK Market in 2020 H1 with 9,392 units and 18.7%

- these numbers include Plug-In ICEVs also known as PI-ICEVs and "PHEVs"
And it was way ahead of the competition in 2020 Q1 through Q4
December 2021 represented a landmark achievement for pure electric BEVs

- as they captured 16.5% of the total automobile market
Tesla has maintained its Leadership in 2021 H1
2020 Q3 UK Market was 35,583 units

Tesla was 6,877 units and 19.3%

Hyundai was 3,666 units and 10.3%

Kia was 3,333 units and 9.3%

Renault was 3,072 units and 8.6%

Audi was 2,309 units and 6.5%
2020 Q4 UK Market was 41,240 units for +15.9% QoQ

Tesla was 7,731 units and 18.7%

Volkswagen was 4,590 units and 11.1%

Jaguar was 4,093 units and 9.9%

Nissan was 2,713 units and 6.6%

Kia was 2,489 units and 6.0%
2021 Q1 UK Market was 31,693 units for -23.2% QoQ

Tesla was 7,233 units and 22.8%

Kia was 3,485 units and 11.0%

Nissan was 2,470 units and 7.8%

Peugeot was 2,144 units and 6.8%

MG was 2,065 units and 6.5%
2021 Q2 UK Market was 42,028 units for +32.6% QoQ

Tesla was 7,540 units and 17.9%

Volkswagen was 4,881 units and 11.6%

Kia was 3,007 units and 7.2%

Hyundai was 2,998 units and 7.1%

Audi was 2,429 units and 5.8%
The Followers with European production plants were remarkably volatile in their market positions while Tesla's Leadership performance remained very steady
"Local" manufacturers showed no advantage compared to the long-distance competitor shipping all the way from Fremont on the opposite side of the USA

- even though Tesla faced 10% import tariffs and extra logistics costs
It seems once again almost as though there are two different markets :

- the Tesla Market

- and the All Other BEVs market

Together they are substantial

- but they are not yet at the tipping point for runaway dominance of all ICEVs including Hybrids
Here are the overall UK Auto Market monthly snapshots from January 2021 to August 2021

JANUARY 2021 = 6.9% BEVs

Courtesy of Dr. Maximilian Holland at CleanTechnica
FEBRUARY 2021 = 6.9% BEVs
MARCH 2021 = 7.8% BEVs
APRIL 2021 = 6.5% BEVs
MAY 2021 = 8.4% BEVs
JUNE 2021 = 10.7% BEVs
JULY 2021 = 9.0% BEVs
AUGUST 2021 = 10.9% BEVs

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with JPR007

JPR007 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @jpr007

JPR007 Profile picture
Aug 10, 2023
JAPANESE AUTO INDUSTRY

Consider CTD's core thesis . . .

1. Toyota and Honda established early leadership in the technology for Hydrogen-powered vehicles

2. This incentivized them to use their Lobbying Power to build substantial domestic Support for a Hydrogen Initiative
3. Visualizing a Successful Outcome, they would have held a Competitive Duopoly with all the Advantages which that can be expected to bring

This combination of factors is leading to a broad-based failure of the Japanese Automobile Industry

-------

What can we learn from this ?
Now consider an alternative scenario where the Japanese Government had instead been inspired to get out ahead of BEV Supply Chain issues during the last two decades, and successfully solve for all of raw material and technology needs of BEVs
Read 11 tweets
JPR007 Profile picture
Jul 3, 2023
CASH FOR CLUNKERS ?

According to Colorado Public Radio, the state is considering a "Vehicle Exchange Colorado” program to give participants an instant $6,000 point of sale rebate on a new electric or plug-in hybrid vehicle cleantechnica.com/2023/05/31/col…
Or a $4,000 rebate for a used electric or plug-in hybrid vehicle

"It’s a really exciting new program,” said Carrie Atiyeh, senior program manager at the Colorado Energy Office

"This is something that is going to be new for the state"
To qualify, drivers would need to trade in a conventional car with an internal combustion engine that burns either gasoline or diesel

The vehicle needs to be a model year 2011 or older, or have failed a state vehicle emissions test
Read 8 tweets
JPR007 Profile picture
May 7, 2023
@remarkabubble @CorySteuben Nothing stands in the way of 20 million except for execution

And Tesla keeps getting better at execution every year

Now let me deepen my response for you :

1. If Management says their plan is 20 million, that is the first thing that you should pay attention

- they are driving
@remarkabubble @CorySteuben 2. If Management says they are committed to growing at +50% per year, that is the second thing you should pay attention to

- and if they do the Second Thing right you will notice that the First Thing happens sooner than you think Image
@remarkabubble @CorySteuben 3. The Third Thing that you can check is whether they are living up to that +50% per annum growth rate

- and it turns out that they certainly are

I can cut that a bunch of ways for you but they all show the same thing

- beating the numbers ImageImage
Read 9 tweets
JPR007 Profile picture
May 7, 2023
QUESTION OF THE DAY 20230507

How can Apple AAPL shareholders expect to maintain the High P/E of a Growth company in a world where the Company's business has clearly become mature ?

Here is Apple's Press Release on their latest Quarterly Results

apple.com/newsroom/2023/…
APPLE'S OWN PRESS RELEASE :

"The Company posted quarterly revenue of $94.8 billion, down -3% year over year, and quarterly earnings per diluted share of $1.52, unchanged year over year"

“We generated strong operating cash flow of $28.6 billion while returning over $23 billion… twitter.com/i/web/status/1…
“Given our confidence in Apple’s future and the value we see in our stock, our Board has authorized an additional $90 billion for share repurchases"

"We are also raising our quarterly dividend for the eleventh year in a row"
Read 21 tweets
JPR007 Profile picture
May 5, 2023
CARLOS TAVARES HAS GIVEN EUROPE A LOUD AND CLEAR WARNING

1. Expect the Purchase Price of Electric Cars produced in Asia and America to fall to €25,000
2. Failing to change the existing cost structures in Europe will mean that every e-car will be produced outside the continent in future

Tavares warned on the sidelines of the "Car Symposium" in Bochum :

"This is a very powerful way of draining the car industry out of Europe"
"For 30 years, fierce international competition has kept the cost of living low for Europeans," said Tavares

The painful consequence :

- production has been increasingly moving to Asia

This scenario is now threatening to continue in the car industry
Read 5 tweets
JPR007 Profile picture
May 4, 2023
TESLA SEMI PERFORMANCE

PepsiCo will enter at least one of its Tesla Semis in the Run On Less trucking industry event running for three weeks starting September 11, the company confirmed on Wednesday
insideevs.com/news/665498/fi…
The event showcases advances in freight efficiency, and will provide the first independent performance data for Tesla's all-electric Class 8 semi-truck, according to Automotive News
"We're really excited to participate in the run and allow the industry to have access to the insights and the learnings that we are getting from experiencing these vehicles"
Read 7 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(