Thursday, March 1, 2018

The Early Data Is In -- Unless I'm Misreading This -- EVs Had A Great February -- Tesla Did Better Than Expected -- March 1, 2018


March 5, 2018: cars/week continue to tick down ...

March 3, 2018: terrifying ... Elon Musk ...

March 3, 2018: compare with graphic at bottom of this post --

March 2, 2018:

Original Post 

Sales/deliveries for a few EV makes/models have been reported. It will probably be mid-week next week before we see the full list. But unless I'm missing something, the numbers look pretty good for the EVs:

So, we'll have to wait to see what the pundits say about Tesla's sales. Tesla Model 3 beat out Chevy Bolt and Chevy Volt combined: 2,485 vs 2,407. That surprises me.

Last year, February, by far was the worst month for Chevy Bolt, selling only 952 vehicles. Chevy Bolt's best month was December, 2017, selling 3,227 vehicles. Bolt sales my be more sensitive to the month; I don't know. I doubt Tesla deliveries are affected by the month; the backorder number is huge; it's simply a matter of what Tesla can produce.
Having said that, February was one of the better months in 2017 for the Chevy Volt.

We will have to wait a few more months, a few more quarters to get a better picture. For me, right now, it seems a bit muddled and not quite as bad as some of us had forecast -- at least in terms of units sold/delivered.

From a post just a couple of days ago:

Chart of the day:

So, let's see. From the table above, Tesla delivered 4,485 vehicles (S, 3, and X) in February. That works out to about 1,000 cars / week -- exactly what @TeslaCharts forecast.

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