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Tesla Model 3 Outsold BMW, Mercedes, Audi, & Lexus Competitors In 2nd Quarter In USA — By A Landslide!

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Published on August 10th, 2019 |

by Zachary Shahan

Tesla Model 3 Outsold BMW, Mercedes, Audi, & Lexus Competitors In 2nd Quarter In USA — By A Landslide!

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August 10th, 2019 by Zachary Shahan

The Tesla Model 3 continues to dominate in its vehicle class in the United States. Frankly, sales charts for the second quarter of 2019 make it look like the Model 3 doesn’t belong in this class at all, and there’s a strong case to be made that it doesn’t.

The Model 3 has a similar base price point to the other vehicles on the charts featured below, but it has much lower cost of ownership, much better tech (infotainment tech and autonomous driving tech), record-breaking safety scores, and unmatched performance. There’s really not a solid reason to buy another car in this class. Aside from some buyers not liking the design of the Model 3 for some reason and choosing a competing car, I presume that sales of other models in this price range are simply due to inertia — societal inertia, marketing inertia, and internal illogical inertia. Actually, even a distaste for the design may simply be due to psychological inertia.

Nonetheless, the story today is not that there should be more Model 3 demand. It’s that the Model 3 was sold more than 3 times more than the runner-up BMW 3 Series, or a bit less than 3 times more than the BMW 3/4 Series. No class in this category comes close to matching the Model 3.

The sales chart above is so warped that I thought it’s more sensible to combine small and midsize models of other luxury automakers and pit them against the Model 3. This also makes some sense if you consider that Tesla doesn’t have many models for sale. Choice is so limited that someone who may want a Model 3 in a coupe design or something more like a “Model 2” simply has to settle for a Model 3 right now.

So, I created another chart that combines the semi-similar models of competing brands, cars in the small and midsize luxury car categories. Have a look:

The Model 3 wins anyway!

Again, in my mind, it’s not surprising that the Model 3 is winning — it’s surprising that anyone is buying the other cars at all. Nonetheless, it is a big achievement to yet again top the sales chart like this, and it must come as a total shocker to analysts who don’t understand the Tesla Model 3’s various competitive advantages over the competition — dramatic competitive advantages.

Indeed, much of the media hasn’t touched this topic and is never going to report that the Model 3 absolutely dominated the rankings in and near its vehicle class. That’s why you have CleanTechnica.

Note: I discovered that the interactive charts I normally use for these reports can appear messed up on some smartphones, so I used static images instead of the interactive charts in the article above. However, if you want to have some real fun, check out the charts below and click from one time period to the next to see how Tesla Model 3 sales (deliveries) have evolved over time.

If you are interested in buying a Tesla Model 3 (or Model S or X) and need a referral code to get 1,000 miles of free Supercharging, feel free to use ours: http://ts.la/tomasz7234

About the Author

Zachary Shahan Zach is tryin' to help society help itself (and other species). He spends most of his time here on CleanTechnica as its director and chief editor. He's also the president of Important Media and the director/founder of EV Obsession and Solar Love. Zach is recognized globally as an electric vehicle, solar energy, and energy storage expert. He has presented about cleantech at conferences in India, the UAE, Ukraine, Poland, Germany, the Netherlands, the USA, and Canada.

Zach has long-term investments in TSLA, FSLR, SPWR, SEDG, & ABB — after years of covering solar and EVs, he simply has a lot of faith in these particular companies and feels like they are good cleantech companies to invest in. But he offers no professional investment advice and would rather not be responsible for you losing money, so don't jump to conclusions.

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Tesla Model 3 = 67% of US Electric Vehicle Sales in 2nd Quarter

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Published on August 10th, 2019 |

by Zachary Shahan

Tesla Model 3 = 67% of US Electric Vehicle Sales in 2nd Quarter

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August 10th, 2019 by Zachary Shahan

I prefer comparing the Tesla Model 3 to its gasoline competitors, but it’s also logical to compare the Model 3 to other electric vehicles. In the old days, these were simply called “EV sales reports,” but the US electric vehicle market is so unbalanced at the moment that it’s hard to ignore the elephant in the room — there’s the Model 3, and there’s everything else.

In fact, even that is unbalanced, as the Model 3 accounts for 67% of US electric vehicle sales, according to 2nd quarter sales data and estimates.

The reason for the dramatic divergence in sales is up for interpretation. One reason might be that the majority of people who want an electric car don’t see anything that beats the Model 3 — or at least not for anywhere near its price point. Another reason might be that the Model 3 is the only electric vehicle that blatantly and commandingly outcompetes all of its gasoline competitors in ways that normal consumers care about. Another possibility is that word of mouth about the Model 3 has gotten around so much that it’s clearly the new “it” product for certain portions of the population. Or, more practically, consumers in a more mainstream wave of EV adoption have simply learned about the many benefits of the car.

In any case, the story in EV world is that the majority of EV sales are Tesla Model 3 sales. Tesla’s more expensive models (the Model S and Model X) held the #2 and #3 spots in the 2nd quarter, while the Chevy Bolt and Nissan LEAF were the only other models to score over 3,000 sales in the quarter. (GM’s and Nissan’s top electrified models used to see more than 3,000 sales a month.) The Audi e-tron, BMW i3, and Volkswagen e-Golf each had over 1,000 sales in Q2 — approximately as many Model 3s as Tesla sells in 2–3 days in the USA.

The charts can tell the rest of the story.

A handful of electric models are not included here because the parent companies don’t release sales data for them. Those include the Honda Clarity EV, Hyundai Ioniq EV, Hyundai Kona EV, Kia Niro EV, and Fiat 500e. However, if I plug in estimates from InsideEVs, they’re so insignificant that the Model 3 retains its 67% share of the market.

I hesitate to beat a demolished piñata, but it’s perhaps worth noting that many of the electric models in these charts were at various times deemed “Tesla killers” by certain members of the media. It appears there was a miscalculation in those forecasts.

If you prefer a fun chart over a static one, below is an interactive chart in which you can toggle between Q1 and Q2 sales.

If you are interested in buying a Tesla Model 3 (or Model S or X) and need a referral code to get 1,000 miles of free Supercharging, feel free to use ours: http://ts.la/tomasz7234

About the Author

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Newsroom/Press Releases/Mahindra evaluating Flint as new plant…

Mahindra evaluating Flint as new plant location

Auburn Hills, Michigan, August 8, 2019: Mahindra Automotive North America (MANA) has signed a Letter of Intent with RACER Trust to evaluate the former Buick City site for a new manufacturing plant in Flint, Michigan. Mahindra’s current manufacturing facility in Auburn Hills, Michigan is at capacity, and a significant facility expansion is envisioned to support manufacturing and assembly of new products for the US market.

The plant would include production of mail delivery trucks should Mahindra be awarded the USPS’s Next Generation Delivery Vehicle contract. Mahindra is one of five companies short-listed for the contract award, which is expected to be announced later this year. The plant would also house production for a number of future products that have not been announced publicly. It is projected the plant will create up to 2,000 jobs over the first five years with additional jobs to follow.

Mahindra also is in discussion with several other states that have suitable sites. The decision about where to make this substantial investment will be driven in part by the financial incentives that are available from the State of Michigan. “Winning the USPS contract is a key element of our growth strategy but it's only a piece of what we have planned,” said Rick Haas, President and CEO of Mahindra Automotive North America. “We have a long-term product plan and we believe the former Buick City site in Flint is a strong contender for what would essentially be Mahindra’s first large scale manufacturing operation in the United States.”

MANA launched the ROXOR off-road work and recreational vehicle in 2018 in its Auburn Hills facility, which also serves as its North American corporate headquarters. The engineering team at MANA is leading the development of Mahindra’s next generation global vehicle platform.

“While we're keeping our options open, we think the former Buick City site in Flint would be a great fit for us,” said Haas. “It's close to our current facility, which improves overall enterprise efficiency, and the site is one of the oldest manufacturing sites in the United States with a long, storied automotive history. We look forward to working with RACER Trust, the City of Flint and the State of Michigan to fully determine whether this site represents our best opportunity to build Mahindra's automotive future here in North America.”

MANA will continue to operate its current HQ and technical center in Auburn Hills, Michigan.

ABOUT MAHINDRA AUTOMOTIVE NORTH AMERICA

MANA is Mahindra’s North American automotive headquarters. In addition to leading all North American activity, MANA is a comprehensive automotive design, engineering and vehicle development center. Established in 2013 and located in Auburn Hills, Michigan, MANA’s team of veteran executives, engineers and designers, working with affiliate Mahindra automotive teams in India, Korea and Italy, is playing a key role in growing Mahindra’s global automotive business. In 2018, MANA began manufacturing the ROXOR, a rugged off-road work and recreation vehicle, in Auburn Hills. www.mahindraautomotivena.com

ABOUT MAHINDRA

The Mahindra Group is a $20.7 billion (USD) federation of companies that enables people to rise through innovative mobility solutions, driving rural prosperity, enhancing urban living, nurturing new businesses and fostering communities. It has a leadership position in utility vehicles, information technology, financial services and vacation ownership in India and is the world’s largest tractor company, by volume. It also enjoys a strong presence in agribusiness, components, commercial vehicles, consulting services, energy, industrial equipment, logistics, real estate, steel, aerospace, defense and two-wheelers. Headquartered in India, Mahindra employs over 200,000 people across 100 countries. Learn more at www.mahindra.com

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