Plugin electric vehicles are a hot item in China right now, and they scored a near-record 211,000 registrations last month. That was a 244% jump compared to the same month last year, making it the second best month ever, only behind last December. Last month’s plugin vehicle share actually reached … [continued]
The German plugin vehicle market scored over 65,000 registrations last month, with both technologies rising fast year over year (YoY), particularly plugin hybrids (+191% for BEVs and +278% for PHEVs). As a result, last month’s plugin vehicle share in Germany ended at 23% (10% BEV), slightly pulling up the yearly … [continued]
Right after I finished and published an article on my 2021 Tesla sales forecasts, I went to Twitter to find it and retweet it. I quickly spotted a tweet from Troy Teslike showing his own forecasts (published a couple of hours before mine). So, being a big fan of his … [continued]
Following the release of Tesla’s 1st quarter production and delivery numbers, I wanted to take a closer look at Tesla’s long-term delivery trends. To make it a little more fun, though, I’m going out on a thin limb and also creating charts forecasting quarterly Tesla deliveries for the remainder of … [continued]
In a red hot market in which fully electric vehicles (BEVs) jumped 183% year over year (YoY) and plugin hybrids (PHEVs) shot up 6-fold in March, plugin sales had their second best month ever in France. In total, 29,737 plugin vehicles were registered, allowing the plugin share to reach 16% … [continued]
Yesterday, I got some good feedback on my post about releasing a Tesla Financial Model on GitHub*. It occurred to me an analysis of my Tesla financial model would be useful. I can’t expect everyone to download it. I was able to work and create a simple macro that copied … [continued]
The Dutch plugin vehicle (PEV) market dropped 4% in March, to 4,834 plugin registrations, but that result wasn’t all that bad considering that the overall market fell even more (-18% YoY). Last month’s PEV share was at 20% (9% BEV), pushing the year-to-date PEV share to 15% (5.6% BEV), which … [continued]
Based on the analysis I did of ARK Invest’s Tesla bull and bear cases, here and here, I decided to create my own financial model for Tesla growth. Tesla has a lot of moving parts, and Elon has famously said Tesla is made up of more than a dozen startups. … [continued]
Sales numbers are in for electric vehicles in Sweden, Spain, Denmark, and Ireland for the month of March, and thus for the first quarter as a whole. The overall takeaway is clear: the Tesla Model 3 won. Though, surprisingly, a different model took the top spot in Ireland, and it … [continued]
Talking or writing about electric vehicles, we typically try to keep context in mind and add useful context whenever possible. One thing specifically that I often feel compelled to explain, because of how important it is for market context, is that Tesla is in a league of its own in … [continued]
