Everyone's jaw has dropped seeing the number of orders for Tesla's model 3, at 250000 as of saturday night. I thought it would be interesting to see how that projects into the percentage of EVs sold in U.S. compared to total vehicles sold.

I looked up a few numbers. If you look at only passenger vehicles, there were 7.7M sold in 2015. If you include light truck, that number bumps up to 17.3M. Out of that, 114000 pure EVs were sold. That comes to 1.4% or 0.7%, depending on which total you choose.

For comparison, in 2014, total cars was 7.9M, total light vehicles was 16.4M, and total EVs was 119000. Percentage of EVs sold was 1.5% or 0.7%, about the same as 2015.

So, what happens if you throw in Tesla's model 3? Your guess is a good as mine when deciding how to distribute those orders of 250000. For now, let's just say the whole quantity applies to 2016 (I know, they will ship in 2017 and beyond). Lets assume that, without the Model 3, the 2016 total EV sales would be about the same as 2015, or 114000. Adding in the Model 3, that number jumps to 364000. And the percentage of EVs sold jumps to 4.7% or 2.1%, depending on which total you consider. Wow !

To me, that's amazing. We could very well say that, for 2016, 5% of passenger vehicles sold will be EVs ! Not main stream yet but the trend is happening.


Here are some sources for the numbers I found.

http://electricdrive.org/index.php?ht=d/sp/i/20952/pid/20952
http://www.autoalliance.org/auto-marketplace/sales-data
http://www.statista.com/statistics/199974/us-car-sales-since-1951/
https://research.stlouisfed.org/fred2/series/ALTSALES

Peri

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