Tesla Model 3 is the best selling BEV in every market it participates in (not sure about numbers compared to PHEVs). It is selling in comparable quantities to ICE vehicles in the same price range.
A significant number of people buying Model 3 are upgrading from cars costing half the price.
There is little to no indication that EV adoption will slow down (before pointing to a drop in Model 3 sales in the USA consider that the one factory supplies the entire world outside China).
No, that's incorrect.
The Model 3 is the second best seller in France: https://ev-sales.blogspot.com/2019/12/france-november-2019.h...
It's the third best seller in Germany: https://ev-sales.blogspot.com/2019/12/germany-november-2019....
And it's the 9th best selling BEV in China: https://ev-sales.blogspot.com/2019/12/china-november-2019-up...
Europe-wide, Tesla Model 3 is top of the charts by a wide margin. The articles you linked mentioned this, France and Germany are behind because the vast demand for Tesla in Netherlands and Norway is sucking all the supply up before France and Germany get a seat at the table.
As Fremont production improves and the German Tesla factory opens, we’ll see that lead grow as Europeans switch to BEVs en masse to escape the cheating ICE manufacturers.
By February the factory should be working close to its capacity, let’s see what sales are like once Tesla is actually participating in that market.
Let’s see what News February brings shall we?
5300 seems quite low given China’s size compared to, say, Australia. No doubt you will claim it is demand constrained, but that number looks like one boatload. That market is supply constrained.
I don’t think it’s too optimistic. VW with the ID.3 seems like they’re the only ones who will be able to match the scale and qualities of product to the Model 3/Y in the near term.
We’ll see though. It’s interesting in any case.
https://electrek.co/2019/11/13/la-adds-hundreds-of-ev-charge...
It can be done over decades for sure but it won't happen overnight.
With high battery prices the market stays with hybrids longer.
With cheap and plentiful batteries it moves faster to full EV.
What'll be interesting is if some vendors have access to lots of cheap batteries and so are living in one future while competitors are in the other.
One time a few years ago, oil went down and TSLA followed. It'd be interesting to see what will happen with the incoming recession (although then all stocks might go down with people pulling out of the market).
From here: https://insideevs.com/news/343998/monthly-plug-in-ev-sales-s... - by # of units sold, no one is even close to the Model 3. People with money to buy electric cars with can probably afford a $50k car (Model 3) that does everything well over $less cars that do everything kinda poorly.
Sure maybe for the next 2-5 years people will do business as normal but are you really going to buy a Corolla for $30K when you can get a Tesla Model 3 for $30K? That is what will cause a quick shift.
The Tesla requires 50,000 kWh to drive 200,000 miles. At $0.08/kWh (what I’m paying), that’s just $4000 in electricity. $36k + $4k = $40k
That’s surprisingly close for a Tesla Model 3 versus a Corolla.
And most people will not be on track to drive 200k miles in their car before the loan is paid off. Which leaves them upfronting a very large percentage of the savings.
Yes, Arizona has good rates.
Fuel-cell/electric hybrids are a different value proposition and will keep going.
But they'll increasingly drop gas hybrids and jump to full electric, perhaps after the next generation of vehicles.
I thought that was in 2012? Of course "recently" is kind of subjective.
Edit: Ah, so they only introduced plug-in hybrids in the United States in 2016. Wonder what took them so long.
Additionally, Nissan has the #4-selling electric car, and Chevy has the #2.
I think you are overstating your case.