Tony Seba took the stage at rEVolution 2018 in Amsterdam to share a tale of two technological disruptions in cleantech that we are currently living through and a look at the adoption curves that he believes map out the next few years for them. We dive in below.
Multi-family housing poses a unique challenge when it comes to hosting EV charging facilities. It also provides some unique opportunities when it comes to servicing more vehicles in a smaller area as compared to traditional residential or public EV charging stations.
The European passenger plug-in car market hit unprecedented levels last month, beating a two-year old record (34,000 units in December 2015) by scoring over 40,000 registrations. That’s 41% growth compared to the same period last year, and pulls the year-to-date count to 87,000 deliveries (37% growth). It allowed the 2018 market share to date to reach 2% (2.2% in March).
If you want to improve public health, cut air pollution, slow global warming, and boost your regional economy, there are few things you could do that would be more helpful than hastening a shift to electric transport. CleanTechnica has been in the business of “trying to help society help itself” for approximately a decade, and we have focused our work on broadly raising awareness about the benefits of cleantech. However, following the 2016 US elections, we were particularly keen to find out more ways we could help society, and in particular, ways that we could help cities move forward since we saw cities as key leaders in the cleantech revolution.
One month ago, we got an email from IHS Markit. The market analysis firm had a totally unsurprising yet also shocking story to share — Tesla [TSLA] was a dramatically shorted stock. It’s unsurprising because this has been TSLA’s fate for years — it’s a favorite of stock shorters. However, it’s shocking because: 1) People and companies shorting TSLA have gotten absolutely burned in recent years and even months. 2) Model 3 production is ramping up — it’s certainly not at full speed and there have indeed been delays, but production is ramping up.
In July of 2017 (and previously), I put together a comparison of Tesla Model S sales and other large luxury car sales in the USA. A few people recently made me realize an update was in order. I didn’t really have a clue how things would turn out this time around since I hardly follow the non-electric car market, but my hunch was that the Model S was still #1 in the large luxury car category.
After the usual off-season (January and February), March came and electric car sales surged to 59,000 units in China, up 85% year over year (YoY). Quarter 1 2018 sales doubled compared to the same period last year, to over 122,000 units.
The Netherlands had 1,834 registrations in March, up 123% compared to March 2017. Last month actually resulted in a 4.3% plug-in vehicle share of the auto market, thus helping the 2018 share climb to 3.3%. The Tesla Model S was once again the monthly best seller, thanks to 588 registrations, allowing it to beat its own record of 576 deliveries, which dated back from December 2013…
Electric vehicle fever has definitely caught on in Germany, with March coming in as a record month to echo France’s record month. Germany had over 6,700 electric car registrations last month, a 52% increase year over year (YoY). The plug-in vehicle share of the overall car market was 2%.
France registered a record 5,402 plug-in cars in March, up 41% year over year (YoY). With all plug-in drivetrains working together (fully electric cars +40%, plug-in hybrids +45%), the plug-in market was pulled up to 10,892 units in 2018, up 17% YoY.
