Tesla Model 3 goes first in the Netherlands, among all cars – #CleanTechnica EV Sales Report

April 5, 2019 by Jose Pontes

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After the peak of deliveries in December, the Dutch market for plug-in electric vehicles (EPVs) saw a further rise in sales with 4,721 plug-in registrations, up 252% year-on-year. ;other. This translates into an EPI share of 12% in March and brings the cumulative number to 10,424 units (+ 224%), with the share of PEB for 2019 now at 9%. If we consider only fully electric vehicles (EVVs), the EV share in March was 10% and 7.4% in the first quarter.

In the graph above, click on "Cumulative" to display the first quarter sales and then on "March" to return to March sales.

This good market performance is mainly due to the 3 Tesla model, which recorded 2,195 deliveries in March, a new record for all Tesla in the Netherlands, also allowing the Tesla sedan to become the best seller in the country last month . all fuel categories included, with an advantage of more than 1,000 units on the Ford Focus No. 2 (1,187 units).

Two other long-range BEVs recently reached the EPI podium, with the Hyundai Kona EV (376 units) and Kia Niro EV (323 units, a new personal best) highlighting the changing dynamics of the market.

Surprisingly, the Mitsubishi Outlander PHEV also ranked third with 323 units, making it by far the best seller of PHEV in this market. The Japanese SUV registered its best result since December 2016, when it had lost the tax benefits of company cars due to changing legislation. So, even without tax incentives, buyers (or should I say, fleet managers?) Are back at Mitsubishi dealers.

Off the podium, the Nissan LEAF (288 registrations) continues to perform well, even with the imminent 62 kWh version just a few months away.

Rank	Model	March sales
1	Tesla Model 3	2,195
2	Hyundai Kona EV	376
3	Kia Niro EV	323
3	Mit. Outlander PHEV	323
5	Nissan Leaf	288

Regarding the 2019 ranking, we have a new leader, the Tesla Model 3 jumping in first place, leaving the previous leader (Hyundai Kona EV) at about 1,500 units. In the consumer market, the Californian is now 5th, behind the Ford Focus No. 1 (3,567 units), the No. 2 VW Golf (3,506), the No. 3 VW Polo (3,402) and No. 4 Kia ​​Picanto (3,109).

Will we see the model 3 finish the year on the podium?

The following positions remained almost unchanged, the only change being the BMW i3, which outperformed Renault Zoe, seventh.

Outside the top 10, the ranking is more dynamic, with the new generation of Volvo V60 PHEV which goes from six positions to 12th position. The 94 deliveries in March are the best result of the brand since December 2016.

After delivery in December tsunami (2621 units, the best ever score for a BEV) that propelled it to 2nd place last year, the Jaguar I-PACE dropped sharply. But he returned to the rankings, in 19th position, thanks to 40 deliveries in March.

In the category of big luxury cars, we have the BMW 530th # 15 (33 units, 11% of all sales in the 5 Series) still ahead of the competition, but the Porsche Panamera PHEV was up from the previous year. a position at No. 18, thanks to the best result of the nameplate since last August. The PHEV version of the Panamera actually accounted for 77% of all Panamera sales. As for the S model, it is one of the top 20 with only 32 units delivered (-96% over one year).

As for luxury SUVs, the best-seller 2019 is to date the Land Rover Range Rover PHEV, with 114 registrations, ahead of the Volvo XC90 PHEV (99 units), but last month, the Audi e -tron recorded 40 units and became this month. best seller, so it would not be a surprise if in a few months we see the German SUV not only in the top 20, but perhaps at the top of this category. For people who are wondering about the X model, the news is not good at all, with only 22 units delivered in the first quarter, down 94% year-on-year, but you'll find more details on this topic. below.

In the constructor rankings, Tesla is the new leader (26%), followed by Hyundai (15%) in the 2nd and Volkswagen (10%) in the 3rd.

Just off the podium, Nissan (9%), Kia (8%) and Mitsubishi (8%) are all looking for a chance to win a medal spot.

Rank	Model	March	YTD	Market share of YTD PEV
1	Tesla Model 3	2,195	2,707	26%
2	Hyundai Kona EV	376	1,235	12%
3	VW e-Golf	201	1,031	ten%
4	Nissan Leaf	288	986	9%
5	Kia Niro EV	323	795	8%
6	Mitsubishi Outlander PHEV	323	784	8%
7	BMW i3	258	550	5%
8	Renault Zoe	108	435	4%
9	Hyundai Ioniq Electric	102	363	3%
ten	Volvo XC60 PHEV	47	255	2%
11	Opel Ampera-e	39	171	2%
12	Volvo V60 T8 PHEV	94	130	1%
13	PHEV LR Range Rover Sport	30	114	1%
14	Volvo XC90 PHEV	27	99	1%
15	BMW 530e	33	83	1%
16	Smart Forfour ED	26	82	1%
17	PHEV Range Rover LR	17	63	1%
18	Porsche Panamera PHEV	35	62	1%
19	Jaguar i-Pace	40	60	1%
20	Mini Countryman PHEV	12	51	0%
+	Other	147	368	4%
=	TOTAL	4,721	10,424	100%

Source: RAI Vereniging and Volumes EV

Tesla Model 3 and the ICE contest

Rank	Model	2019 Sales
1	Tesla Model 3	2,707
2	Volvo S / V60 PHEV	1,462
3	BMW 3 Series	1,031
4	Mercedes Class C	942
5	Audi A4	529

One of the questions about Model 3 in Europe about the impact it is going to have on this side of the Atlantic is whether it would likewise disrupt the market for gasoline and diesel (ICE) refillable sedans . that he does it in the United States. Or will he be more discreet, because he's playing away from home?

The answer is now beginning to be written. Comparing first-quarter Model 3 deliveries with mid-market high-end competitors, we found that it was able to kick premium butt exceed all. Although the behavior differs from one model to another. Audi A4 registrations dropped by 47%, the Mercedes and BMW brands stagnated (+ 2% and + 5%, respectively), and the Volvo S / V60 binoculars increased by 76%, with the PHEV version remaining in accelerated mode ( representing only 9% of all sales). Once the production of the Swedish PHEV is in cruising mode, expect it to be responsible for at least 20% of the sales of the model, which will allow it to overtake the Germans. However, the revised BMW 330e, which should start selling in the summer, could help the BMW sports sedan defeat the Volvo model in the race at # 2.

Large luxury cars, by fuel source

Rank	Model	2019 Sales
1	BMW 5 Series ICE	695
2	Mercedes E Class ICE	340
3	Volvo S / V90 ICE	328
4	Audi A6 ICE	256
5	BMW 530e PHEV	86

As luxury electric vehicles lost generous tax incentives in January, sales were strong this year, benefiting ICE and PHEV models.

So while the Tesla Model S was on the podium a year ago, competing for the leadership of the BMW 5 Series, sales (32 deliveries) only accounted for a fraction of what they were at l & # 39; era.

Will Model S recover?

Large luxury SUVs, by fuel source

Rank	Model	2019 Sales
1	BMW X5 ICE	290
2	Land Rover Range Rover Sport PHEV	114
3	Volvo XC90 ICE	104
4	Volvo XC90 PHEV	99
5	Land Rover Range Rover PHEV	63

The same loss of generous tax incentives in January in the large luxury SUV segment led to a similar result in this category.

A year ago, the Tesla Model X dominated in this category. This year, with only 22 deliveries, he is far behind the pioneers.

Unlike the respective car category, where ICE is still king, here at Earth of Behemoth, plug-in hybrids have an important role to play. Although the leader, BMW X5, is fully ICE (for now), the second rank of the Range Rover Sport PHEV accounts for 88% of the brand's sales, while sales of the Volvo XC90 are evenly split between the version ICE and PHEV. Finally, the Range Rover achieves 76% of its sales with the PHEV version.

But we can still say that these nameplates were not affected by the tax changes that occurred at the end of the year; so it would be natural for them to have moved ahead of the X model.

However, what about a 60 I-PACE Jaguar and 42 Audi e-tron registered so far this year? Both have had the same budget cuts, and yet they are ahead of Tesla's X model, although the former is too expensive for what it is and the second one is mediocre in efficiency and continues to work. accelerated mode.

Off topic topic about the S & X model

I think this is just a symptom of a more general trend in the S and X models, which the Tesla Q1 2019 sales report has shed light on. Although the Model 3 part was not surprising, with shipments up year on year, the fact that S / X models are down more than 50% is worrying and also proves that Tesla's demand is over , after all.

There are several reasons to explain this:

– First, there are tax problems (both models have lost benefits in the United States and the Netherlands).

– Second, there is a long supposed update of the two nameplates for Q2 / Q3 2019.

Thirdly, Tesla now has competition, which he has been missing for several years. Although they are not (yet) at the Tesla level, they are good enough / different enough for people to have the luxury of choice, with many preferring one of the recently landed BEVs or waiting for those who are about to arrive, like the highly anticipated Porsche Taycan.

– The fourth reason is specific to the S model and is called cannibalization, by its slightly smaller, younger and much cheaper brother of model 3. Model 3 has almost the same range and can charge at a higher rate, and it is the ultimate "hot EV". There are simply people who would normally stretch for S models who are now buying models 3.

And I have one last note on the future projects of the Model S / X. There have been rumors of pulling the high end of Model S.

I think it's a mistake, not only because the type of Mercedes S-Class customer would be less inclined to buy a Tesla, but also because the market is limited (+/- 80,000 units / year for the Class S), while the lower class has much more growth margin, the Mercedes E class has reached 355,000 units in 2018.

With the current Model S somewhere in the no man's land, between the E and F segments, much like the Audi A7, it would be wise for Tesla to drop a bit and face the Mercedes E-Class and BMW 5 Series face to face. face, as model 3 does in its own category.

But for this, Tesla should launch a competitive standard version of the Model S, with a range of 300 km and a sale price between 70,000 and 75,000 €.

Impossible? Would that ruin the profitability of these models? I do not know at all, but I know one thing: the limits of demand for Tesla Model S and X are now discovered, and the builder has to decide what he wants from these vehicles: either niche players, like Porsche vehicles, with high margins, or targeting BMW and Mercedes.

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