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JPR007

1 Oct, 21 tweets, 6 min read

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

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More from @jpr007

JPR007

@jpr007

1 Oct

SPECIAL EDITION OF FUD NEWS - OCTOBER FOOLS DAY

Specially prepared for Gustavo

HEADLINE #1 : "AUDI LOSES ITS 2020 DOMINANCE OF NORWAY MARKET"

Audi slipped EIGHT PLACES down from its undoubted Market Leadership position in 2020

Tesla takes TOP TWO positions in 2021 Q3

"Ford eats VW's lunch" says noted analyst GJ 007

HEADLINE #2 "VW STRUGGLES TO RESIST HEATED COMPETITION FROM SKODA IN 2021"

The upstart brand races past VW's failing ID.3 and overtakes weak competition from the losing Audi eTron as its volume collapses after a successful 2020

Now Skoda looks to take leadership from VW ID.4

Read 4 tweets

JPR007

@jpr007

1 Oct

NORWAY 20210930

It looks like we have the final numbers for Q3

Pretty much everything has already been said

The last day of the quarter was pretty muted as Tesla had already completed most of their deliveries the day before

23.5% Market Share to Tesla

- up from 12.1% in Q2

HIGH-LEVEL SUMMARY

Market Volume was 33,522 units

- up +9.5% QoQ from 30,626 in Q2

- up +62.8% from 20,592 in Q1

Tesla was Number 1 with volume of 7,869 units and 23.5% Market Share

- up +112.3% QoQ from 3,707 and 12.1% in Q2

- up +198.8% from 2,634 and 12.8% in Q1

Volkswagen was Number Two with volume of 3,469 units and 10.3% Market Share

- down -19.7% QoQ from 4,322 and 14.1% in Q2

- up +142.6% from 1,430 and 6.9% in Q1

Read 5 tweets

JPR007

@jpr007

30 Sep

General Motors and Ford Motor said Thursday they will cut additional production because of the nagging semiconductor shortage that has hit global auto production
reuters.com/business/autos…

GM, the largest U.S. automaker, said it will extend by two weeks a halt to Chevrolet Blazer sport utility vehicle production at its Ramos plant in Mexico because of the ongoing chips shortage as it resumes production at other North American plants

GM said production will resume Monday at its Lansing Grand River Assembly plant that builds the Chevrolet Camaro and the Cadillac CT4 and CT5

Cadillac production has been halted at the Michigan plant since May

Read 5 tweets

JPR007

@jpr007

30 Sep

Twenty-one Blue Origin employees published a whistle-blowing open letter on Thursday

Some employees said they wouldn't ride a Blue Origin rocket due to safety concerns

One said it's "lucky" nothing has happened
businessinsider.com/blue-origin-em…

No federal agency regulates passenger safety on private spaceflights.

In a scalding open letter, a group of current and former Blue Origin employees said they would not fly aboard the company's rocket because they don't think it's safe enough

Jeff Bezos, who founded the company in 2000, launched to the edge of space aboard its New Shepard rocket in July

Since that flight, Blue Origin has opened ticket sales, and four customers are scheduled to launch on October 12

Read 6 tweets

JPR007

@jpr007

30 Sep

TESLA PRODUCTION AND DELIVERY UPDATE 20219829

Just to reiterate my Q3 position and refresh my Q4 and Full Year positions :

Q3 : 250,000 units +/-

Q4 : 268,000 units with +29,500 Wild Card

Full Year : 904,000 with +29,500 Wild Card

In my carefully considered opinion, there is no real reason now to have a meaningful difference between Production and Deliveries except for any ships at sea around the quarter-end

- whether they are sent before or just after the quarter close

- in other words, "in transit"

The Wild Card is dependent on the Shanghai Model Y production rate with 4 full shifts

- the extra amount assumes 1,000 units per 24-hour day or 6,700 units per working week

- we should know this during the quarter or through capacity guidance from Tesla's Q3 Report

Read 6 tweets

JPR007

@jpr007

23 Sep

Volkswagen Group China has commenced construction of a battery system production factory in Hefei, Anhui province, and will invest over EUR 140 million until 2025 in the new plant and facilities

Start of production is targeted for the second half of 2023
volkswagen-newsroom.com/en/press-relea…

VW Anhui Components Company is the first battery system plant to be wholly owned by VW Group in China

Capacity will be 150,000 to 180,000 high-voltage battery systems for Volkswagen Anhui’s all-electric vehicles based on the Group’s Modular Electric Drive Toolkit MEB platform

With an area of over 45,000 square meters, the plant will be located next to the production facilities of Volkswagen Anhui, Volkswagen’s first majority-owned joint venture for all-electric vehicles

Read 7 tweets

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