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EVVOLUMES.COM Global xEV Sales Tracker December and Full Year 2019 This is a sample version of our ~ 90 page Global xEV Sales Tracker. The price is 7 500€ / year and includes 12 updates. Data Center subscribers have 20 % lower price Contact [email protected] for info

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Page 1: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Global xEVSales Tracker

December and Full Year 2019

This is a sample version of our ~ 90 pageGlobal xEV Sales Tracker.

The price is 7 500€ / year and includes 12 updates.

Data Center subscribers have 20 % lower price

Contact [email protected] for info

Page 2: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Table of Contents

Executive Summary 3

World 6

China 29

USA 36

Europe 43

Norway 51

UK 58

France 65

Germany 72

Japan 79

About EV-volumes 86

19-02-20202xEV Sales Tracker December & FY 2019

Page 3: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

2.2 million EVs were sold in 2019, growing by only 11% compared to last year and still representing less than 3% of PV sales. USA were down, China stable and Europe

significantly up.

Countries• China – 1.2 million EVs (5.2% penetration) - up 6% - 80% BEV – BJEV EU-Series = most sold EV• Europe – 565k EVs (3.1% penetration) - up 45% - 64% BEV – Tesla Model 3 = most sold EV• U.S.A. – 320k EVs (1.9% penetration) - down 12% - 73% BEV – Tesla Model 3 = most sold EV• Germany – 106k EVs (2.9% penetration) - up 60% - 64% BEV – Renault Zoé= most sold EV • Norway – 79k EVs (56% penetration) - up 9% - 76% BEV – Tesla Model 3 = most sold EV• UK – 75k EVs (3.2% penetration) – up 24% - 51% BEV – Tesla Model 3 = most sold EV • France – 62k EVs (2.8% penetration) - up 35% - 70% BEV – Renault Zoé = most sold EV • Japan – 44k EVs (1% penetration) - down 18% - 53% BEV – Nissan Leaf = most sold EV

OEMs• Tesla won the OEM crown once again in front of BYD and BAIC with more than 360k EVs sold• VW Group is finally serious about EVs and will overtake BMW Group in 2020 to become the 1st European OEM

Models• Tesla Model 3 won the EV crown once again with more than 300k units sold • More than 50k Tesla Model 3 were sold in December while there wasn’t any European EV in Top 10

19-02-20203xEV Sales Tracker December & FY 2019

Page 4: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

China represented 58% of global BEV market in December while Europe kept its lead on PHEVs with 46% market share and South Korea on FCEVs with 55% market share (300

units).x-EV Sales Composition by Region

- December 2019 -

19-02-20204xEV Sales Tracker December & FY 2019

BEV

BEV BEV

BEV

BEV

PHEV

PHEVPHEV

PHEV

PHEV

HEVHEV

HEV

HEV

HEV

China Europe USA Japan RoW

0%

10%

20%

30%

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70%

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0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

BEV PHEV FCEV HEV

Page 5: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

3 countries are now over 10% EV penetration – Norway, Netherlands and Sweden – while China was over 5% for the 1st time and the UK took the lead of the EU5 countries.

EV & HEV penetration- % of Passenger Vehicle Sales, 2019 -

EV & HEV penetration- % of Passenger Vehicle Sales, 2019 -

xEV Sales Tracker December & FY 2019 5 19-02-2020

0%

2%

4%

6%

8%

10%

0% 2% 4% 6% 8% 10%HE

V pe

netra

tion

EV Penetration

0%

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0% 10% 20% 30% 40% 50% 60% 70%

HEV

pene

tratio

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EV Penetration

Page 6: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM6

Global Sales Tracking

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EVVOLUMES.COM

0,0% 0,1%0,2%

0,3%0,4%

0,7%

1,0%

1,5%

2,5%

2,9%

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

0

500 000

1 000 000

1 500 000

2 000 000

2 500 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

Electric Passenger Vehicles Sales - World, 2010 to 2019 -

2.2 million EVs were sold in 2019, growing by only 11% compared to last year and representing 2.9% of PV sales after 2.5% in FY 2018.

19-02-20207xEV Sales Tracker December & FY 2019

Page 8: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Monthly x-EV Penetration- World, January 2017 to December 2019-

280k EVs were sold in December down by 4% compared to 2018. BEV penetration was however higher than the last couple of month thanks to Tesla, China and the Netherlands.

19-02-20208xEV Sales Tracker December & FY 2019

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

4,0%

4,5%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

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87% 82%

50% 55% 61% 59% 62% 65% 68% 74%

13% 18%

50% 45% 39% 41% 37% 35% 32% 26%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

BEVs continue to increase their lead in 2019 to reach almost 3 EVs out of 4 sold but it might have reach its peak as many PHEV models were launched in the last couple of months.

19-02-20209xEV Sales Tracker December & FY 2019

Electric Vehicles Sales by Type- World, 2010 to 2019 -

Page 10: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

China was back over 5% in December while Netherlands reached an all time record high of 54%.

Global EV penetration of 4.1% is however slightly down compared to December 2018 (4.4%).

19-02-202010xEV Sales Tracker December & FY 2019

Electric Vehicles Sales by Country- Top 10 countries, 2014 to 2019 -

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

China

USA

German

y

Norway UK

Netherl

ands

France

Canad

aJa

pan

Sweden

2014 2015 2016 2017 2018 2019

% of PV sales in 2019 5.2% 1.9% 2.9% 56% 3.2% 2.8% 1%15% 2.7% 11%

Page 11: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

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Tesla Model 3 won the EV crown once again with more than 300k units sold while Tesla also won the OEM crown in front of BYD and BAIC with more than 350k EVs sold.

Top 10 Electric Vehicles sold- World, 2019 -

Top 10 Electric Vehicles Brand- World, 2019 -

19-02-202011xEV Sales Tracker December & FY 2019

39 549

41 747

44 281

46 847

49 751

58 000

60 050

69 860

111 047

300 092

Tesla Model X

BMW i3 EV / EREV

Hyundai Kona EV

Renault Zoe EV

Mitsubishi Outlander PHEV

BYD e5 450 EV

GM-SAIC Baojun E100/E200EV

Nissan Leaf EV

BJEV EU-Series EV

Tesla Model 3

75 869

77 616

80 532

94 820

131 534

140 700

151 265

163 838

225 757

367 908

Geely

SAIC

Nissan

GM

Hyundai-Kia

VW Group

BMW Group

BAIC

BYD

Tesla

Page 12: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

More than 50k Tesla Model 3 were sold in December while BAIC had 2 EVs on the podium. There wasn’t any single European EV in Top 10 in December.

Electric Vehicles Sales by Model- Top 10 Models, July 2019 to December 2019 -

19-02-202012xEV Sales Tracker December & FY 2019

0

10 000

20 000

30 000

40 000

50 000

60 000

Tesla

Model

3

BJEV EU-S

eries

EV

BJEV EC-S

eries

EV

FAW Bestur

n B30

EV

GAC Trum

pchi

Aion S EV

GM-SAIC

Baojun

E100/E

200 E

V

SAIC MG EZS

EV

Tesla

Model

X

Nissan

Leaf

EV

Audi e

-tron Q

uattro

EV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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EVVOLUMES.COM

Tesla sold more than 60k EVs in December for its all time record month while BAIC and VW Group also performed well in December, thanks to China and the Netherlands.

Electric Vehicles Sales by OEM Group- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202013xEV Sales Tracker December & FY 2019

0

10 000

20 000

30 000

40 000

50 000

60 000

70 000

Tesla

BAIC

VW Grou

p

BMW Grou

p

Dongfe

ng GMBYD

Hyund

ai-Kia

SAICGAC

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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Renault-Nissan-Mitsubishi Electric Vehicles Sales - World, 2013 to 2019 -

EV sales stagnated in 2019 with 2% growth only.Where will sales growth come from in 2020 as competition increases?

19-02-202014xEV Sales Tracker December & FY 2019

80 119

106 135 111 006100 475 105 413

178 660 182 596

2013 2014 2015 2016 2017 2018 2019 YTD

+69% +2%+32% +5% -9% +5%

+73k +4k+26k +5k -11k +5k

Page 15: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

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Renault-Nissan-Mitsubishi Electric Vehicles Sales- World, January 2017 to December 2019 -

EV sales were once again down in December by 15% with 15k EVs sold.

19-02-202015xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

Janu

ary

Februa

ryMarc

hApri

lMay

June Ju

ly

Augus

t

Septem

ber

Octobe

r

Novem

ber

Decem

ber

2017 2018 2019

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The Nissan Leaf suffered from Model 3 competition is 2019 with less than 70k units sold while the Renault Zoé continued to grow slowly but surely to reach almost 50k units sold.

19-02-202016xEV Sales Tracker December & FY 2019

010 000

20 000

30 000

40 000

50 00060 000

70 000

80 000

90 000

100 000

Nissan

Leaf

EV

Mitsub

ishi O

utlan

der P

HEV

Renau

lt Zoe

EV

Nissan

Sylphy

EV

Renau

lt City

K-ZE EV

Nissan

e-NV20

0 Eva

lia EV

Mitsub

ishi-G

AC Qizh

i PHEV

Mitsub

ishi-G

AC Euphe

me EV

Mitsub

ishi M

inicab

Miev

EV

Mitsub

ishi I-

Miev EV

2014 2015 2016 2017 2018 2019

Renault-Nissan-Mitsubishi Alliance Electric Vehicles Sales by Model- Top 10 Models, 2014 to 2019 -

Page 17: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

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Tesla Electric Vehicles Sales - World, 2013 to 2019 -

Tesla sales continued to grow at a very fast pace with almost 370k EVs sold in 2019 and an additional 120k EVs sold compared to last year representing 50% growth.

19-02-202017xEV Sales Tracker December & FY 2019

22 17932 501

50 19976 321

103 589

245 474

367 908

2013 2014 2015 2016 2017 2018 2019 YTD

+137% +50%+47% +54% +52% +36%

+142k +122k+10k +18k +26k +27k

Page 18: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

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December was a new record high for Tesla with as many as 63k EVs sold growing 58% compared to last year.

19-02-202018xEV Sales Tracker December & FY 2019

0

10 000

20 000

30 000

40 000

50 000

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70 000

Janu

ary

Februa

ryMarc

hApri

lMay

June Ju

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Octobe

r

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ber

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2017 2018 2019

Tesla Electric Vehicles Sales- World, January 2017 to December 2019 -

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EVVOLUMES.COM

Tesla Model S suffered the most form Model 3 sales cannibalisation in 2019 which now represent more than 80% of Tesla Sales. Model X might have passed its sales peak as well.

19-02-202019xEV Sales Tracker December & FY 2019

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

Tesla

Model

3

Tesla

Model

X

Tesla

Model

S

Tesla

Roads

ter

2014 2015 2016 2017 2018 2019

Tesla Electric Vehicles Sales by Model- 2014 to 2019 -

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BMW Electric Vehicles Sales - World, 2013 to 2019 -

BMW group sold slightly more than 150k EVs in 2019 growing by only 6% compared to 2018.

BMW Group is the 1st European OEM in 2019 closely followed by VW Group.

19-02-202020xEV Sales Tracker December & FY 2019

1 35018 545

35 353

58 816

102 827

143 312151 265

2013 2014 2015 2016 2017 2018 2019 YTD

+6%+1274% +91% +67% +75%

+8k+17k +17k +23k +44k

+39%

+40k

Page 21: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

EV sales were flat in December at 16k units as BMW did not benefit from the Netherlands EV sales surge like Tesla and VW group.

BMW Electric Vehicles Sales- World, January 2017 to December 2019-

19-02-202021xEV Sales Tracker December & FY 2019

0

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2017 2018 2019

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BMW i3 followed the same sales path at the Renault Zoé over the last 6 years to reach more than 40k units in 2019. The BMW 530e was however the most sold EV with more than

50k units.

19-02-202022xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

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BMW i3 EV / E

REV

BMW 530L

e PHEV

BMW 530e

PHEV

Mini Cou

ntrym

an PHEV

BMW 225x

e PHEV

BMW 330e

PHEV

BMW X1L 25

e PHEV

BMW X5 45e

PHEV

BMW i8 PHEV

BMW 745e

PHEV

2014 2015 2016 2017 2018 2019

BMW Electric Vehicles Sales by Model- Top 10 Models, 2014 to 2019 -

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VW Electric Vehicles Sales - World, 2013 to 2019 -

VW is finally serious about EVs with the 2nd highest growth after Tesla with an additional 58k EV sold for140k sold in total 2019. In 2020, VW Group is likely to be on the global

podium.

19-02-202023xEV Sales Tracker December & FY 2019

1 767 12 759

59 463 63 38370 237

83 078

140 700

2013 2014 2015 2016 2017 2018 2019 YTD

+618% +366% +7% +11%

+11k +47k +4k +7k

+18%

+13k

+69%

+58k

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EVVOLUMES.COM

VW sold almost 25k EVs in December, a new record high with EV sales more than tripling.VW will overtake BMW Group in 2020 to become the 1st European OEM.

VW Electric Vehicles Sales- World, January 2017 to December 2019-

19-02-202024xEV Sales Tracker December & FY 2019

0

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2017 2018 2019

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EVVOLUMES.COM

The e-Golf enjoyed its last year as the VW flagship before the ID3 arrives in 2020. VW is the European OEM with the strongest presence in China with the Passat, Tiguan, e-Lavida and

SOL.

19-02-202025xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

VW e-Golf

EV

VW Passa

t GTE PHEV

Audi e

-tron Q

uattro

EV

VW Tigu

an-L

GTE PHEV

Porsch

e Cay

enne

PHEV

Porsch

e Pan

amera

PHEV

VW e-La

vida E

V

SOL-JAC E20

X EV

Audi Q

5 PHEV

Audi Q

7 PHEV

2014 2015 2016 2017 2018 2019

VW Group Electric Vehicles Sales by Model- Top 10 models, 2014 to 2019 -

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EVVOLUMES.COM

Hyundai-Kia Electric Vehicles Sales - World, 2013 to 2019 -

Hyundai-Kia continued to grow at a fast pace in 2019 but twice as slow as last year and slightly lower than VW with 49k additional EV sold in 2019 compared to last year.

19-02-202026xEV Sales Tracker December & FY 2019

410 1 767 9 19316 780

37 734

83 003

131 534

2013 2014 2015 2016 2017 2018 2019 YTD

+331% +418% +83% +125%

+1k +7k +8k +21k

+120%

+45k

+59%

+49k

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Hyundai-Kia sold once again around 10k EVs in December with sales 19% down : it has pushed on the break pedal and wait for early 2020 to sell its European EV for its CAFE

performance.Hyundai-Kia Electric Vehicles Sales- World, January 2017 to December 2019-

19-02-202027xEV Sales Tracker December & FY 2019

0

2 000

4 000

6 000

8 000

10 000

12 000

14 000

16 000

Janu

ary

Februa

ryMarc

hApri

lMay

June Ju

ly

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t

Septem

ber

Octobe

r

Novem

ber

Decem

ber

2017 2018 2019

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In only 2 years, the Hyundai Kona managed to match or surpass the European OEM flagships : Renault Zoé, BMW i3 and VW e-Golf. Kia Nio ranks 2nd with more than 35k units

sold in 2019.

19-02-202028xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

45 000

50 000

Hyund

ai Kon

a EV

Kia Niro

EV

Kia Niro

PHEV

Hyund

ai Ion

iq Elec

tric EV

Kia K5 /

Opti

ma PHEV

Hyund

ai Ion

iq PHEV

Hyund

ai Nex

o FCEV

Kia e-S

oul E

V

Hyund

ai Son

ata PHEV

Kia Sou

l EV

2014 2015 2016 2017 2018 2019

Hyundai-Kia Electric Vehicles Sales by Model- Top 10 models, 2014 to 2019 -

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EVVOLUMES.COM29

China Sales Tracking

Page 30: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

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China EV Sales were almost stable in 2019 with only 6% growth vs. 83% last year. Penetration increased more as PV sales were down in 2019 and was over 5% for the 1st

time.Electric Vehicles Sales

- China, 2010 to 2019 -

19-02-202030xEV Sales Tracker December & FY 2019

0,0% 0,0% 0,1% 0,1%0,3%

0,8%

1,4%

2,3%

4,5%

5,2%

0,0%

1,0%

2,0%

3,0%

4,0%

5,0%

6,0%

0

200 000

400 000

600 000

800 000

1 000 000

1 200 000

1 400 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

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EVVOLUMES.COM

EV sales were once again down in December but by “only” 21% – the 6th consecutive month after the incentive reduction end of June - and it is expected to last with the Coronavirus.

Monthly x-EV Penetration- China, January 2017 to December 2019-

19-02-202031xEV Sales Tracker December & FY 2019

0,0%

1,0%

2,0%

3,0%

4,0%

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7,0%

8,0%

9,0%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

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EVVOLUMES.COM

BEV share was back at 80% in 2019 as BEVs suffered less than PHEVs from the incentive reduction in June : +13% in 2019 for BEVs vs. -13% for PHEVs.

Electric Vehicles Sales by Type- China, 2010 to 2019 -

19-02-202032xEV Sales Tracker December & FY 2019

61%

85% 88% 91%

72%65%

76% 81% 75% 80%

39%

15% 12% 9%

28%35%

24% 19% 25% 20%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

Page 33: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

BJEV EU-Series won the EV crown once again with more than 110k units sold in 2019 while BYD won the OEM crown. The gap between BYD and BAIC should decrease in 2020.

Top 10 Electric Vehicles sold- China, 2019 -

Top 10 Electric Vehicles Brands- China, 2019 -

19-02-202033xEV Sales Tracker December & FY 2019

39 584

40 882

45 888

47 051

52 364

63 624

73 475

75 697

163 838

225 424

Dongfeng

Chery

GAC

Tesla

VW Group

GM

Geely

SAIC

BAIC

BYD

27 603

28 931

30 443

31 478

32 493

33 932

34 084

57 884

60 050

111 047

BMW 530Le PHEV

BYD Yuan EV535

Geely Emgrand EV

Chery eQ EV

GAC Trumpchi Aion S EV

Tesla Model 3

BYD Tang PHEV

BYD e5 450 EV

GM-SAIC BaojunE100/E200 EV

BJEV EU-Series EV

Page 34: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

More than 22k of the 2019 EV crown – the BJEV EU-Series – were sold in December while its little brother the EC-Series also performed well. No model from BYD in Top 10 in

December.Electric Vehicles Sales by Model

- Top 10 Models, July 2019 to December 2019 -

19-02-202034xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

BJEV EU-S

eries

EV

BJEV EC-S

eries

EV

FAW Bestur

n B30

EV

GAC Trum

pchi

Aion S EV

GM-SAIC

Baojun

E100/E

200 E

V

Geely G

eometr

y-A EV

Tesla

Model

3

SAIC MG EZS

EV

VW e-La

vida E

V

Dongfe

ng-N

issan

Venuc

ia D60

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 35: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

BAIC sold more 35k units in December – a new all time record – followed by Dongfeng who managed to finish in front of the 2019 OEM crown BYD.

Electric Vehicles Sales by OEM- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202035xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

30 000

35 000

40 000

BAIC Dongfeng BYD VW Group GAC GM FAW SAIC Geely Tesla

July-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 36: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM36

USA Sales Tracking

Page 37: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

As the USA EV market is very Model 3 dependant, its limited sales growth in 2019 explains the 12% market decline with 320k units sold representing less than 2% of PV sales.

Electric Vehicles Sales - USA, 2010 to 2019 -

19-02-202037xEV Sales Tracker December & FY 2019

0,0%0,1%

0,4%

0,6%0,7% 0,7%

0,9%

1,2%

2,1%

1,9%

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

0

50 000

100 000

150 000

200 000

250 000

300 000

350 000

400 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

Page 38: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

EV sales were down by 23% in December for the 6th consecutive month. Tesla Model 3 sales were also down by 11% for the 6th consecutive month.

Monthly x-EV Penetration- USA, January 2017 to December 2019-

19-02-202038xEV Sales Tracker December & FY 2019

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

Page 39: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

BEV share reached a new record high in the USA thanks to the 1st full year of the Tesla Model 3

with as high as 73% in 2019. Electric Vehicles Sales by Type

- USA, 2010 to 2019 -

19-02-202039xEV Sales Tracker December & FY 2019

61% 58%

27%

49% 53%62%

53% 53%65%

73%

39% 42%

73%

51% 47%38%

46% 46%34%

26%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

Page 40: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Tesla Model 3 won the 2019 EV crown in the US with almost 150k units sold representing 45% market share and outselling its closest challenger by a factor of 7.

Top 10 Electric Vehicles sold- USA, 2019 -

Top 10 Electric Vehicles Brands- USA, 2019 -

19-02-202040xEV Sales Tracker December & FY 2019

6 865

8 235

11 654

12 365

12 896

13 668

15 081

20 953

22 754

176 455

FCA

Ford

Honda

Nissan

VW Group

BMW Group

Hyundai-Kia

GM

Toyota

Tesla

5 369

6 304

8 157

10 758

12 365

13 000

16 418

18 292

21 252

145 163

Audi e-tron Quattro EV

BMW 530e PHEV

Ford Fusion Energi PHEV

Honda Clarity PHEV

Nissan Leaf EV

Tesla Model S

Chevrolet Bolt EV

Tesla Model X

Toyota Prius Gen-2 PHEV

Tesla Model 3

Page 41: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Tesla Model 3 sales were back above 20k units and should stay at higher levels from now on

as the new plant in China should help in increasing Model 3 availability in the USA.Electric Vehicles Sales by Model

- Top 10 Models, July 2019 to December 2019 -

19-02-202041xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

Tesla

Model

3

Tesla

Model

X

Tesla

Model

S

Toyota

Prius G

en-2

PHEV

Nissan

Leaf

EV

Chevro

let Bolt

EV

Honda

Clarity

PHEV

Audi e

-tron Q

uattro

EV

BMW 530e

PHEV

Kia Niro

EV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 42: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

With its 3 EVs on the podium, Tesla had as high as 68% market shareand sold 14 times as many EVs as any other OEM in the USA.

Electric Vehicles Sales by Model- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202042xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

30 000

Tesla

Hyund

ai-Kia

Toyota

VW Grou

pGM

Nissan

BMW Grou

pHon

da FCA

Daimler

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 43: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM43

Europe Sales Tracking

Page 44: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Europe was the fastest growing region last year with 45% growth and more than 560k EVs sold. EV penetration reached 3.1% and Europe could finish close to China in 2020.

Electric Vehicles Sales - Europe, 2010 to 2019 -

19-02-202044xEV Sales Tracker December & FY 2019

0,0% 0,1%0,2%

0,4%0,6%

1,1% 1,2%

1,6%

2,2%

3,1%

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

0

100 000

200 000

300 000

400 000

500 000

600 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

Page 45: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

77k EVs were sold in Europe in December growing by 88% thanks an exceptionally high month in the Netherlands before an incentive reduction. More BEVs were sold than HEVs.

Monthly x-EV Penetration- Europe, January 2017 to December 2019-

19-02-202045xEV Sales Tracker December & FY 2019

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

4,0%

4,5%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

Page 46: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

The Netherlands took the lead in Europe both in term of sales with as high as 23k units but also in term of EV penetration with 54% of PV sales. Germany is 2nd followed by the UK and

France.Electric Vehicles Sales by Country

- Top 10 countries, 2014 to 2019 -

19-02-202046xEV Sales Tracker December & FY 2019

0

20 000

40 000

60 000

80 000

100 000

120 000

German

y

Norway UK

Netherl

ands

France

Sweden

Spain

Belgium

Switzerl

and

Italy

2014 2015 2016 2017 2018 2019

2.9% 56% 3.2% 2.8% 1.4%15% 11% 3.2% 5.6% 0.9%% of PV sales

in 2019

Page 47: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

BEVs were back at higher levels in 2019 thanks to the Model 3 hurricane but some rebalancing is expected in 2020 in what should be the 1st PHEV market in the world.

Electric Vehicles Sales by Type- Europe, 2010 to 2019 -

19-02-202047xEV Sales Tracker December & FY 2019

100% 97%

67%58%

66%50% 46% 48% 53%

64%

0% 3%

33%42%

34%50% 54% 51% 47%

36%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

Page 48: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Tesla Model 3 won the EV crown with almost 100k units sold in front of the local champion while Tesla will also won the OEM crown in front of BMW Group and VW Group.

Top 10 Electric Vehicles sold- Europe, 2019 -

Top 10 Electric Vehicles Brands- Europe, 2019 -

19-02-202048xEV Sales Tracker December & FY 2019

23 416

34 622

35 093

35 415

35 605

46 373

67 854

70 269

92 769

111 827

Tata-JLR

Mitsubishi

Geely-Volvo

Daimler

Nissan

Renault

Hyundai-Kia

VW Group

BMW Group

Tesla

14 414

15 786

18 472

22 711

28 748

32 837

33 042

34 453

46 373

95 260

Volvo XC60 PHEV

Mini Countryman PHEV

Audi e-tron Quattro EV

Hyundai Kona EV

VW e-Golf EV

BMW i3 EV / EREV

Nissan Leaf EV

Mitsubishi Outlander PHEV

Renault Zoe EV

Tesla Model 3

Page 49: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

22k Tesla Model 3 were sold in December while the Audi-E-tron Quattro made it to the podium for the 1st time – it is not expected to last however as it was a one-off in the

Netherlands.Electric Vehicles Sales by Model

- Top 10 Models, July 2019 to December 2019 -

19-02-202049xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

Tesla

Model

3

Renau

lt Zoe

EV

Audi e

-tron Q

uattro

EV

VW e-Golf

EV

BMW 330e

PHEV

BMW i3 EV / E

REV

Nissan

Leaf

EV

Mitsub

ishi O

utlan

der P

HEV

Hyund

ai Kon

a EV

VW Passa

t GTE PHEV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 50: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Tesla sold almost 25k units in December while VW Group managed to overtake BMW group for the 1st time over the last few months. Tesla might have a challenger in Europe next year.

Electric Vehicles Sales by Model- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202050xEV Sales Tracker December & FY 2019

0

5 000

10 000

15 000

20 000

25 000

30 000

Tesla

VW Grou

p

BMW Grou

p

Hyund

ai-Kia

Renau

lt

Geely-

Volvo

Daimler

Nissan

Mitsub

ishi

Tata-JL

R

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 51: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM51

Norway Sales Tracking

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EVVOLUMES.COM

2019 is the first year when more than 1 new cars sold out of 2 is electric. 80k EVs were sold in 2019 representing 56% of PV sales but growing by only 9% vs. 2018.

Electric Vehicles Sales - Norway, 2010 to 2019 -

19-02-202052xEV Sales Tracker December & FY 2019

0% 1%3%

6%

14%

22%

29%

39%

49%

56%

0%

10%

20%

30%

40%

50%

60%

0

10 000

20 000

30 000

40 000

50 000

60 000

70 000

80 000

90 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

Page 53: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

EV sales were down for the 3rd month in a row in Norway with 6k EVs sold. OEM might be waiting for January 2020 to benefit from the bonus for the CAFÉ.

Monthly x-EV Penetration- Norway, January 2017 to December 2019-

19-02-202053xEV Sales Tracker December & FY 2019

0%

10%

20%

30%

40%

50%

60%

70%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

Page 54: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

BEV share was back at 2015 levels thanks to Tesla Model 3 but some rebalancing towards PHEV is expected in 2020 following the trend of the last couple of months.

Electric Vehicles Sales by Type- Norway, 2010 to 2019 -

19-02-202054xEV Sales Tracker December & FY 2019

100% 100%92% 94% 91%

76%

54% 53%63%

76%

0% 0%8% 6% 9%

24%

46% 47%37%

24%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

Page 55: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

The Tesla Model 3 (and Tesla) won the EV crown in 2019 in front of the VW e-Golf (and VW Group which will finish in 2nd position thanks to its VW e-Golf and Audi e-tron Quattro)

Top 10 Electric Vehicles sold- Norway, 2019 -

Top 10 Electric Vehicles Brands- Norway, 2019 -

19-02-202055xEV Sales Tracker December & FY 2019

1 430

2 090

3 269

4 956

6 565

6 704

8 886

8 911

16 712

18 798

PSA

Renault

Tata-JLR

Mitsubishi

Geely-Volvo

Nissan

BMW Group

Hyundai-Kia

VW Group

Tesla

2 503

3 037

3 080

3 451

4 851

4 877

5 377

6 127

9 195

15 683

Volvo XC60 PHEV

Hyundai Ioniq ElectricEV

Jaguar i-Pace EV

Hyundai Kona EV

BMW i3 EV / EREV

Mitsubishi OutlanderPHEV

Audi e-tron Quattro EV

Nissan Leaf EV

VW e-Golf EV

Tesla Model 3

Page 56: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

As expected, Tesla Model 3 was back in the lead in Decemberin front of the VW e-Golf and Mitsubishi Outlander.

Electric Vehicles Sales by Model- Top 10 Models, July 2019 to December 2019 -

19-02-202056xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

Tesla

Model

3

VW e-Golf

EV

Mitsub

ishi O

utlan

der P

HEV

Volvo X

C60 PHEV

Nissan

Leaf

EV

Hyund

ai Kon

a EV

Audi e

-tron Q

uattro

EV

BMW X5 45e

PHEV

Volvo V

90 PHEV

Volvo X

C90 PHEV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

Page 57: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

VW Group lost its lead in December to Tesla as any end-of-quarterbut should be back in the lead in January.

Electric Vehicles Sales by Model- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202057xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

3 000

Tesla

VW Grou

p

Geely-

Volvo

BMW Grou

p

Hyund

ai-Kia

Mitsub

ishi

Nissan

Daimler

Tata-JL

RPSA

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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EVVOLUMES.COM58

U.K. Sales Tracking

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EVVOLUMES.COM

75k EVs were sold in the UK in 2019 up 24% compared to 2018 and representing 3.2% of PV sales after 2.5% last year.

Electric Vehicles Sales - UK, 2010 to 2019 -

19-02-202059xEV Sales Tracker December & FY 2019

0,0% 0,1% 0,1% 0,2%

0,6%

1,1%

1,4%

1,9%

2,5%

3,2%

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

0

10 000

20 000

30 000

40 000

50 000

60 000

70 000

80 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

Page 60: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Both BEVs and PHEVs were over 3% PV penetration pushing EVs at a new record high penetration of 6.4% of PVs. UK is the only EU5 countries over 5% EV penetration.

Monthly x-EV Penetration- UK, January 2017 to December 2019-

19-02-202060xEV Sales Tracker December & FY 2019

0,0%

1,0%

2,0%

3,0%

4,0%

5,0%

6,0%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

Page 61: Global xEV Sales Tracker - EV-Volumes...USA 36 Europe 43 Norway 51 UK 58 France 65 Germany 72 Japan 79 About EV-volumes 86 xEV Sales Tracker December & FY 2019 2 19-02-2020 EV VOLUMES.COM

EVVOLUMES.COM

Even with the purchase grant reduction in 2018, PHEV have not given up yet as they continue to benefit from significant BIK reduction for company cars. It should however end

in 2020.Electric Vehicles Sales by Type

- UK, 2010 to 2019 -

19-02-202061xEV Sales Tracker December & FY 2019

100% 100%

59%74%

51%40%

31% 33% 29%

51%

0% 0%

41%26%

49%60%

69% 67% 71%

49%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

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Mitsubishi Outlander lost its EV crown to the Tesla Model 3 while BMW won the OEM crown in front of Tesla and JLR.

Top 10 Electric Vehicles sold- UK, 2019 -

Top 10 Electric Vehicles Brands- UK, 2019 -

19-02-202062xEV Sales Tracker December & FY 2019

2 196

2 213

2 512

3 892

5 027

5 626

6 362

7 681

10 423

16 860

Daimler

Renault

Geely-Volvo

Hyundai-Kia

Nissan

Mitsubishi

VW Group

Tata-JLR

Tesla

BMW Group

2 586

3 774

3 833

4 204

4 348

4 358

4 494

5 274

5 991

10 503

LR Range Rover SportPHEV

Mini CountrymanPHEV

VW e-Golf EV

Jaguar i-Pace EV

BMW i3 EV / EREV

BMW 530e PHEV

BMW 330e PHEV

Nissan Leaf EV

Mitsubishi OutlanderPHEV

Tesla Model 3

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Tesla Model 3 increased its lead in December in front of the BMW 330e and Nissan Leaf which looks in terminal decline in its home country.

Electric Vehicles Sales by Model- Top 10 Models, July 2019 to December 2019 -

19-02-202063xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

3 000

3 500

4 000

Tesla

Model

3

BMW 330e

PHEV

Nissan

Leaf

EV

Porsch

e Cay

enne

PHEV

SAIC MG EZS

EV

Mitsub

ishi O

utlan

der P

HEV

Volvo X

C90 PHEV

BMW i3 EV / E

REV

Jagu

ar i-P

ace E

V

Mini Cou

ntrym

an PHEV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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BMW kept its lead in December in front of Tesla and VW.2 Chinese OEMs made it to Top 10 : Geely and its EV taxi and SAIC with the MG brand

revival.Electric Vehicles Sales by Model

- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202064xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

3 000

3 500

4 000

4 500

BMW Grou

pTes

la

VW Grou

p

Tata-JL

R

Nissan

Mitsub

ishi

Daimler

Geely-

Volvo

Geely

SAIC

June-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19

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France Sales Tracking

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62k EVs were sold in 2019 up 35% compared to last year and representing 2.8% of PV sales after 2.1% in FY 2018.

Electric Vehicles Sales - France, 2010 to 2019 -

19-02-202066xEV Sales Tracker December & FY 2019

0,0%0,1%

0,3%0,5%

0,7%

1,2%

1,5%

1,8%

2,1%

2,8%

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

0

10 000

20 000

30 000

40 000

50 000

60 000

70 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

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More than 7k EVs were sold in December growing 29% growth compared to 2018.BEV penetration was up to 2.3% of PV sales while PHEVs were down at 1.2% of PV sales.

Monthly x-EV Penetration- France, January 2017 to December 2019-

19-02-202067xEV Sales Tracker December & FY 2019

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

4,0%

4,5%

5,0%

Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Ap

rM

ay Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

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BEV share was still at 70% in France in 2019. It is however slowly but surely declining year after year so we should be in the 60’s in 2020.

Electric Vehicles Sales by Type- France, 2010 to 2019 -

19-02-202068xEV Sales Tracker December & FY 2019

100% 100%89% 92% 92%

78% 78% 71% 71% 70%

0% 0%11% 8% 8%

22% 22%28% 29% 30%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

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Renault Zoé only represented 30% of EVs sold for the 1st time in 2019. Next year, it will finally have a real challenger with the Peugeot 208.

Top 10 Electric Vehicles sold- France, 2019 -

Top 10 Electric Vehicles Brands- France, 2019 -

19-02-202069xEV Sales Tracker December & FY 2019

2 364

3 120

3 232

3 639

3 792

3 894

6 098

6 879

7 442

18 817

Tata-JLR

Mitsubishi

Daimler

VW Group

Geely-Volvo

Nissan

Hyundai-Kia

BMW Group

Tesla

Renault

1 513

1 790

1 850

1 871

1 930

2 954

3 120

3 740

6 455

18 817

Hyundai Kona EV

Smart Fortwo EV

Kia Niro EV

Volvo XC60 PHEV

Mini CountrymanPHEV

BMW i3 EV / EREV

Mitsubishi OutlanderPHEV

Nissan Leaf EV

Tesla Model 3

Renault Zoe EV

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Renault Zoé kept its lead in December with limited volumes growth : it is waiting for January to deliver its new version. 6 PHEVs made it to Top 10 in December with Porsche

Cayenne n°4.Electric Vehicles Sales by Model

- Top 10 Models, December 2018 to December 2019-

19-02-202070xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

Renau

lt Zoe

EV

Tesla

Model

3

BMW i3 EV / E

REV

Porsch

e Cay

enne

PHEV

Mini Cou

ntrym

an PHEV

Nissan

Leaf

EV

Mitsub

ishi O

utlan

der P

HEV

BMW X5 45e

PHEV

Volvo X

C90 PHEV

Volvo X

C60 PHEV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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Renault continues to lead the French market followed by Tesla, BMW Group and VW Group.Hyundai-Kia has definitely cut its deliveries until January 2020.

Electric Vehicles Sales by Model- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202071xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

Renau

ltTes

la

BMW Grou

p

VW Grou

p

Geely-

Volvo

Daimler

Nissan

Tata-JL

R

Mitsub

ishi

Hyund

ai-Kia

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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Germany Sales Tracking

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106k EVs were sold in 2019 in Germany in the fastest growing EU5 country with 60% growth vs. 24% in 2019. EVs now represent 2.9% of PV sales YTD.

Electric Vehicles Sales - Germany, 2010 to 2019 -

19-02-202073xEV Sales Tracker December & FY 2019

0,0% 0,1% 0,1%0,2%

0,4%

0,7% 0,7%

1,6%

1,9%

2,9%

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

3,5%

0

20 000

40 000

60 000

80 000

100 000

120 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

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BEV and PHEV were both at 2% penetration in December as BEVs benefited from the “end of quarter” Tesla push. PHEVs are expected to dominate the EV market in 2020 in Germany.

Monthly x-EV Penetration- Germany, January 2017 to December 2019-

19-02-202074xEV Sales Tracker December & FY 2019

0,0%

0,5%

1,0%

1,5%

2,0%

2,5%

3,0%

Jan

Feb

Mar Apr

May Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Apr

May Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Apr

May Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

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Tesla Model 3 impact was also felt in Germany in 2019 but PHEVs are expected to be back in the lead in 2020 with a strong push from German OEMs.

Electric Vehicles Sales by Type- Germany, 2010 to 2019 -

19-02-202075xEV Sales Tracker December & FY 2019

100%85%

73%

92%

73%57% 51% 48%

55% 58%

0%15%

27%

8%

27%43% 49% 52%

45% 42%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

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The Renault Zoé managed to keep its 2018 EV crown in front of the BMW i3 and Tesla Model 3. OEM wise, BMW won the EV crown in front of Daimler and VW.

Top 10 Electric Vehicles sold- Germany, 2019 -

Source: EV Volumes

Top 10 Electric Vehicles Brands- Germany, 2019 -

19-02-202076xEV Sales Tracker December & FY 2019

1 991

2 800

3 237

7 593

9 431

10 023

10 710

17 037

17 424

24 706

Tata-JLR

Geely-Volvo

Nissan

Mitsubishi

Renault

Hyundai-Kia

Tesla

VW Group

Daimler

BMW Group

3 578

4 209

4 981

5 287

6 305

6 898

7 593

9 013

9 382

9 431

Audi e-tron QuattroEV

BMW 530e PHEV

BMW 225xe PHEV

Smart Fortwo EV

Mercedes E300e/dePHEV

VW e-Golf EV

Mitsubishi OutlanderPHEV

Tesla Model 3

BMW i3 EV / EREV

Renault Zoe EV

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BEVs were up in Germany in December thanks to the Model 3 but also the 1st deliveries of the new Renault Zoé which allowed it to keep its 2018 EV crown over the BMW i3.

Electric Vehicles Sales by Model- Top 10 Models, July 2019 to December 2019 -

19-02-202077xEV Sales Tracker December & FY 2019

0

200

400

600

800

1 000

1 200

1 400

1 600

1 800

Merced

es E30

0e/de

PHEV

Tesla

Model

3

Renau

lt Zoe

EV

VW e-Golf

EV

BMW i3 EV / E

REV

Smart Fo

rtwo E

V

BMW 330e

PHEV

BMW 530e

PHEV

VW Passa

t GTE PHEV

Merced

es C30

0e/de

PHEV

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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BMW was back in the lead in December in front of VW Group and Daimler. The Top 3 is not expected to change any more in the months to come.

Electric Vehicles Sales by Model- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202078xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

3 000

3 500

4 000

BMW Grou

p

VW Grou

p

Daimler

Tesla

Renau

lt

Hyund

ai-Kia

Mitsub

ishi

Geely-

Volvo

Nissan

Tata-JL

R

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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Japan Sales Tracking

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44k EVs were sold in Japan in 2019, down 18% compared to 2018 and representing only 1% of PV sales : Japan only has eyes for HEVs.

Electric Vehicles Sales - Japan, 2010 to 2019 -

19-02-202080xEV Sales Tracker December & FY 2019

0,1%

0,4%0,5%

0,6%0,7%

0,6%0,5%

1,3%1,2%

1,0%

0,0%

0,2%

0,4%

0,6%

0,8%

1,0%

1,2%

1,4%

0

10 000

20 000

30 000

40 000

50 000

60 000

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 1-12

PassengerVehicles

PHEV BEV PEV % of PV

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EV sales were down by 6% in December with 3k EV sold representing less than 1.1% of PV sales.

Interestingly HEV penetration seems to decrease over the last couple of months.Monthly x-EV Penetration

- Japan, January 2017 to December 2019-

19-02-202081xEV Sales Tracker December & FY 2019

0%

5%

10%

15%

20%

25%

30%

Jan

Feb

Mar Apr

May Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Apr

May Jun

Jul

Aug

Sep

Oct

Nov

Dec Jan

Feb

Mar Apr

May Jun

Jul

Aug

Sep

Oct

Nov

Dec

2017 2018 2019

HEV % of PV BEV % of PV PHEV % of PV

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EV market slightly turned BEV in 2019 with the new Nissan Lead. It does not mean much anyway as 3 EV models represent as much as 80% of sales in Japan.

Electric Vehicles Sales by Type- Japan, 2010 to 2019 -

19-02-202082xEV Sales Tracker December & FY 2019

100% 100%

66%54% 53% 48%

70%

33%

51% 53%

0% 0%

34%46% 47%

51%

25%

65%

48% 45%

0%

20%

40%

60%

80%

100%

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

BEV PHEV FCEV

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The new Nissan Leaf represented 45% of EV sales YTD followed by Toyota Prius PHEV with 22% and the Mitsubishi Outlander with 12% : 3 models continued to represent 80% of EV

sales.Top 10 Electric Vehicles sold

- Japan, 2019 -Top 10 Electric Vehicles Brands

- Japan, 2019 -

19-02-202083xEV Sales Tracker December & FY 2019

79

110

373

432

647

1 195

4 863

5 921

10 213

19 789

Daimler

Honda

Geely-Volvo

Tata-JLR

VW Group

Tesla

BMW Group

Mitsubishi

Toyota

Nissan

521

644

669

729

1 035

1 221

1 623

5 286

9 569

19 789

Mitsubishi Minicab Miev EV

Toyota Mirai FCEV

Mini Countryman PHEV

Tesla Model 3

BMW i3 EV / EREV

BMW 530e PHEV

BMW 225xe PHEV

Mitsubishi Outlander PHEV

Toyota Prius Gen-2 PHEV

Nissan Leaf EV

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Nothing new in Japan with always the 3 same EVs in Top 3.Will Tesla Model 3 manage to “disrupt” the Top 3 in 2020?

Electric Vehicles Sales by Model- Top 10 Models, July 2019 to December 2019 -

19-02-202084xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

Nissan

Leaf

EV

Toyota

Prius G

en-2

PHEV

Mitsub

ishi O

utlan

der P

HEV

Tesla

Model

3

BMW 330e

PHEV

BMW i3 EV / E

REV

Mini Cou

ntrym

an PHEV

BMW 225x

e PHEV

Mitsub

ishi M

inicab

Miev

EV

Tesla

Model

X

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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BMW was very close to the Top 3 in December while Tesla could also be a candidate next year.

Finally a bit of action is one of the most boring EV market? Electric Vehicles Sales by Model

- Top 10 OEM Groups, July 2019 to December 2019 -

19-02-202085xEV Sales Tracker December & FY 2019

0

500

1 000

1 500

2 000

2 500

Nissan

Toyota

Mitsub

ishi

BMW Grou

pTes

la

Daimler

Geely-

Volvo

Tata-JL

R

VW Grou

pHon

da

Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19

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