BEVs proceed to rise in France, with final month’s registrations ending at 16,866 items, or 14% of the full market. Meaning it was one other two-digit development month for battery electrical autos (BEVs) in France (12% development).
The general market has been recovering, after a very long time within the crimson. It was up 5% 12 months over 12 months (YoY) in October. However it’s nonetheless down a big 34% in comparison with October 2019 (the market’s final “regular” 12 months). So, one can say with certainty that we’re within the demand valley that many had been predicting when forecasting EV disruption.
Peugeot e-208. Photograph by Cynthia Shahan, CleanTechnica.
Full electrics (BEVs) had been one of many highlights of the market, with two-digit development and 14% of the market in September, whereas diesels had been within the canine home, dropping 26% YoY and being outsold for the second time in a row by BEVs. Diesel’s market share dropped from 19% a 12 months in the past to its present 14%. At this tempo, diesel gross sales shall be useless round 2025….
Plugin hybrids (PHEVs) had been additionally down, by 2%, to 11,108 items (8.9% share). October was their eighth consecutive month within the crimson, retaining the BEV/PHEV gross sales breakdown balanced in the direction of BEVs (60% in 2022).
The year-to-date (YTD) registrations are actually over 257,000 items, with the market share for plugin autos now at 21% (13% BEV). Count on the market to go up a pair extra share factors by the tip of the 12 months.
In October, the Peugeot e-208 EV (2,350 items) broke a three-month victory spell from the Renault Megane EV, permitting the little lion to return to the highest spot.
The two,109 items of the Megane EV had been considerably disappointing — till the arrival of the a lot anticipated Renault 5, the Megane is Renault’s important guess to get well its management place in its residence market, and topping out at 2,000-something items/month won’t be sufficient to safe the management place subsequent 12 months.
Talking of compact French EVs, the brand new Peugeot 308 PHEV ended the month in #8, with a document 760 registrations. So, the gradual ramp-up of the Megane arch-rival continues, however the actual race will solely begin when the BEV model of the 308 lands, someday subsequent Spring. If the Megane EV finally ends up cruising subsequent 12 months at round 2,000 items/month, then the mixed tally of the plugin variations (BEV+PHEV) of the compact Peugeot may find yourself increased than the Megane, particularly contemplating that the 308 can have a trump card to point out: the station wagon physique, one thing the Renault lacks, which shall be accessible in each BEV and PHEV variations….
Following the highest two, we had one other fascinating race, with the Fiat 500e narrowly beating the Tesla Mannequin 3. The US sedan scored 1,256 registrations, its finest rating ever in a primary month of the quarter! Curiously, its Mannequin Y sibling additionally had its finest first-month-of-the-quarter efficiency, ending the month in #15, with 534 registrations.
Does this imply that the 2 fashions will find yourself getting document scores in December? Or is that this on account of Tesla unwinding its supply wave?
Properly … there are good arguments available on either side. On the one hand, these early outcomes have extra to do with allocation insurance policies than a measurement of demand — as a result of Tesla dispatched boats from Giga Shanghai within the ultimate weeks of final quarter, the autos have reached Europe prior to common. It is just pure that these items ended up being registered sooner (the primary month on the quarter) than later. In direction of the tip of the quarter, we may really find yourself not seeing such an enormous supply peak as we’re used to. This may very well be very true for the Tesla Mannequin 3, as a result of now that the Commonplace Vary model of the Mannequin Y is on the market in Europe (in France it is sold €3,500 cheaper than the corresponding version of the Model 3), we must always anticipate Mannequin Three demand to drop considerably, to the good thing about its increased using sibling.
BUT — with these items being delivered sooner, and Giga Shanghai now at the next manufacturing fee than in earlier quarters, this may imply {that a} smaller supply peak received’t occur. It’ll all rely upon the demand facet, not solely in France/Europe, but additionally in China. If Chinese language demand finally ends up being not as sturdy as Tesla anticipates, then the pure step shall be to export these items to Europe, amongst different locations. On this situation, we may very well be document deliveries in France. That is assuming, in fact, that there’s demand in France for these items coming from China … one thing we nonetheless don’t know for certain. To be continued.
Elsewhere, Stellantis had a 1-2-Three win within the PHEV class, with the #5 Peugeot 3008 PHEV successful the class, adopted by the #6 Citroen C5 Aircross PHEV and #Eight Peugeot 308 PHEV. The Citroen SUV had its finest rating of the final 16 months, with 848 registrations, due to the latest facelift.
Nonetheless on the highest 10, SAIC’s MG ZS EV ended the month in ninth, with a document 663 registrations, highlighting an awesome month for the Sino-British model. In addition to the compact crossover’s document, the bigger Marvel R midsize SUV additionally scored a document 224 registrations in October, and the a lot hyped MG Four compact hatchback, which was met with rave critiques by the European press, had its first full month in the marketplace, scoring 263 registrations in October. Will we see this dragon slayer within the month-to-month high 20 earlier than the tip of the 12 months?
Within the second half of the desk, the #12 Volkswagen ID.Three appears to be again on observe, with 602 registrations final month, which may imply that the worst of the parts disaster is over for the German make.
We discover the Dacia Spring in an unusually low 14th place, with simply 550 registrations, its worst end in over a 12 months. This may very well be the results of a small hiccup in manufacturing, however it’s finest to regulate the following couple of month-to-month performances, simply to make sure….
Exterior the highest 20, one ought to spotlight the sturdy outcomes of the Opel Corsa EV (303 registrations) and VW ID.4 (278 registrations). Additional, the Spanish relative of the MEB household, the sporty Cupra Born, scored a document results of 198 deliveries.
Elsewhere, Volvo celebrated a document rating from its XC40 EV, 270 registrations, its third document month in a row. That is proof that the Swedish automaker is dashing to adapt to a extra BEV-based plugin market.
Wanting on the 2022 rating, the Peugeot e-208 stored its management place, and with simply two months to go, the two,889 unit benefit it has over the brand new #2 Fiat 500e ought to be sufficient to grant it the 2022 Finest Vendor title.
Beneath the fashionable hatchback, issues are much less clear. Whereas at first sight the Fiat 500e and Dacia Spring appear destined to race between themselves for the silver medal, the reality is that we now have two fashions coming from behind that may create a shock within the final days of the 12 months.
The Tesla Mannequin Three is now 4th, having jumped two positions in October, and regardless of being over 2,000 items under a podium place, the midsize sedan may financial institution on a hypothetical supply peak in December (see textual content above) and steal a podium place within the final stage of the race.
One thing related might be stated concerning the #7 Renault Megane EV. Regardless of being over 2,000 items under the rostrum, the French EV ought to shorten the gap considerably in November, and once more in December. With Renault being identified for making common end-of-quarter supply peaks with a few of its fashions, one can’t exclude the chance that the Megane EV will rating a document end in December and steal the thunder of whoever is on the rostrum by that point.
With the #Eight Peugeot 3008 PHEV being the comfy chief within the PHEV class, it appears just like the French model will take one of the best vendor titles for each BEV and PHEV powertrains. in actual fact, one can say that Stellantis dominates with an iron fist the French market, not solely it’s liable for roughly one third of all gross sales right here, however it additionally has a 1-2 lead (Peugeot e-208 EV and Fiat 500e) on the BEV facet, and a 1-2-Three lead (Peugeot 3008 PHEV, Peugeot 308 PHEV and Citroen C5 Aircross PHEV) within the plugin hybrid class.
Renault, and the Alliance it’s a part of, can have numerous work forward if it hopes to compete with Stellantis in 2023.
Nonetheless on the subject of the double chevron mannequin, the Citroen SUV climbed one place in October to #13, on the expense of the Mercedes GLC PHEV, which is now within the means of a generational change. The 2 different PHEVs had been additionally up — the Hyundai Tucson PHEV is now #16 and the DS 7 PHEV went as much as #17.
However it wasn’t solely excellent news for PHEVs within the final positions of the desk, because the BMW X3 PHEV was kicked out of the highest 20 by the MG ZS EV — now #20, with 3,170 registrations, making it the 14th BEV on the desk. Although, there are nonetheless have 6 PHEVs within the high 20.
Wanting on the model rating, the rostrum didn’t have any place modifications. The spotlight was the rise of the chief, Peugeot, up 0.2% to 15.1%. Following a meh month from Renault (14.7%, down from 14.9%), the 2 rivals now have a big distance between themselves. Will Renault be capable to regroup and compete for the model title with Peugeot?
As a result of nice efficiency of its two important fashions, #Three Tesla barely misplaced share, dropping barely to 7% share. #Four Mercedes received 0.1% share, to five.9%, due to its looong lineup. (It form of jogs my memory of the German soccer/soccer nationwide group — whereas they lack star gamers, they compensate with a really balanced lineup.)
In #5 we now have a place change, with Fiat (5.4%, down 0.1%) re-joining the highest 5 on the expense of Dacia (5.3%).
As for OEMs, Stellantis is the main drive on this market. It now has 30.7% share, in comparison with 30.4% share the earlier month. The #2 Renault–Nissan–Mitsubishi Alliance is its important rival however misplaced share in October, with the present 21.3% being down notably from 21.9% in September.
Hyundai–Kia is in third, with 10.8%, adopted by rising#Four Volkswagen Group (8.8%, up from 8.4%).
BMW Group (7.0%) is fifth, however it has Tesla (7.0%) simply one unit(!) behind, so we would see a place change subsequent month.
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