Much of the talk about electric vehicles lately focuses on the wave of EVs coming in the next 12 to 18 months; however, until then the latest round of electric vehicle registrations shows Tesla’s still king of the EV world, well, at least in the U.S.
According to Experian, which tracks new vehicle registrations in the U.S., sales of electric vehicles are up through the first six months of the year — and up big. There were 255,393 EVs registrations during the time period, equating to an increase of 133% compared to the same period last year. Automotive News first released the registration numbers.
A look at the top 10 EVs registered shows some new names, most notably the Ford Mustang Mach-E. The automaker’s first long-range EV debuted with a splash last fall and, according some analysts, has taken away as much as 10% of Tesla’s sales.
However, the lofty sales number doesn’t appear to be so much Ford conquesting from Tesla, although some of that is happening, the entire market is up, meaning there is plenty to go arounds. In fact, the Tesla Model Y, the vehicle the Mach-E most directly competes with, was up five-fold through July, logging 93,708 registrations.
The reports of my demise …
As the number of options for buyers interested in electric vehicles has grown — slowly — in the last 12 to 18 months, so has the number of predictions about when Tesla will be surpassed as the leading seller of battery-electric vehicles.
If the latest top 10 list of EV registrations is any indication, it’s going to be awhile. Here is the top 10 list of EV registrations in the U.S., according to Experian:
- Tesla Model Y: 93,708 units
- Tesla Model 3: 68,448 units
- Chevy Bolt EV: 21,898 units
- Ford Mustang Mach-E: 13,950 units
- Nissan Leaf: 9,445 units
- VW ID.4: 8,404 units
- Porsche Taycan: 6,071 units
- Hyundai Kona EV: 6,069 units
- Audi e-tron: 5,473 units
- Kia Niro EV: 4,091 units
Some of the non-Tesla vehicles have seen substantial sales gains in 2021, including the Chevrolet Bolt EV and EUV, which is currently the subject of a massive recall due to battery manufacturing problem that has been pinpointed as the cause of more than 10 vehicle fires.
The company’s recalled all of them and shut down the Orion, Michigan plant that produces them as it works with its supplier, South Korea’s LG Chem, to fix the problem. Despite all this, its sales were up 138% during the timeframe, according to InsideEVs.com.
However, the dominance of Tesla is still strong. It holds the top two spots on the list, accounting for 162,156 units. This is more than two times the rest of the top 10 at 75,401 vehicles. What vehicles occupy the No. 11 and No. 12 spots? The Model S and Model X, respectively.
Overall, the company gives new meaning to the term “California King” as it accounts for more than two-thirds of all EVs sold in the U.S. right now.
Change is inevitable
While Tesla enjoys a substantial lead, it seems it’s only a matter of time when the rest of the world begins flooding the U.S. market with new electric options — and that time essentially starts, well, now.
Starting with newbie Rivian and its Launch Edition R1T electric pickup which will begin deliveries later this month, at least 27 brands accounting for nearly 50 distinct vehicles, which TheDetroitBureau.com chronicled in two part story you can read by clicking here for Part I and here for Part II, are scheduled arrive in the U.S. between now and the end of next year.
Tesla’s not twiddling its thumbs, waiting for the wave to come crashing down on it, expanding its production base in the U.S. with Giga Austin, its massive new plant expected to come online by the end of this year or early next to produce even more of the Model 3 while prepping to for the Cybertruck and possibly a less expensive vehicle in the $25,000 range.