I’ve said it before several times — XPENG and NIO have had a humorously similar growth trajectory over the past several years. Sometimes one surges ahead of the other for a while, and then things swing again and the other one surges ahead. NIO had a bit of an advantage … [continued]
BEVs on the way up, PHEVs on the way down Plugin vehicle registrations were up 4% year over year (YoY) in May, ending the month at around 1.7 million units. Interestingly, BEVs (+15% YoY) and PHEVs (-15% YoY) had opposite performances, with pure electrics firm in double-digit growth while plugin … [continued]
XPENG had 40,126 vehicle deliveries in June, a 15.9% increase year over year. That was also a 24.8% increase in deliveries month over month for the company. Note that static versions of the embedded charts are included at the bottom of this article. This strong June result got the company … [continued]
NIO is off to a strong start in 2026 — well, covering the first half of the year already! The company scored 40,597 deliveries in June, up 62.9% from June 2025. That was also a 7.7% increase month over month. Note that static versions of the embedded charts are included … [continued]
Makings EVs Great Again — EV Share Jumps to 35% in Europe! Thanks to a number of factors (new models, high gas prices, mass arrival of Chinese models, etc.), EVs have picked up again in Europe. Close to 400,000 plugin vehicles were registered in Europe in May, 275,000 of them … [continued]
The first quarter of 2026 saw plugin EVs at 33.7% share in Germany, up from 26.6% in Q1 2025. BEV share grew strongly year on year, and PHEV share grew modestly. Overall, Q1 auto volume was 699,377 units, up some 5% YoY. The Skoda Elroq was the best-selling BEV in … [continued]
Latin America’s small champion is breaking all expectations. Uruguay surpassed Costa Rica as the regional leader in 2025, reaching an impressive 20% BEV market share for the whole year, up from 8.5% in 2024. 2026 has seen the continuation of high growth levels in the Uruguayan market, bringing the yearly … [continued]
Latin America’s giant is waking up. For long a regional leader (ranking consistently in the fourth position in our region), Brazil has shown long periods of relative stagnation followed by sudden bursts of growth triggered by the entrance of new, more competitive models in the country. However, this trend (constant … [continued]
ICE model sales crash 39% in May High gas prices and a never ending wave of new models has allowed May to reach record EV market share, with plugins reaching a record 63%! However, while record market share was achieved in the past thanks to strong EV sales, this time, … [continued]
I recently covered BYD’s monthly sales — passenger vehicles and commercial vehicles — as I’ve been doing for a long time now. However, there’s a sub-story there that I haven’t been covering that seems important to start tracking in more detail. What I’m talking about, of course, is BYD’s vehicle … [continued]
