Tesla Nonetheless Stands Alone in California EV Market

As I wrote the opposite day, California’s EV gross sales dipped barely in Q2 12 months over 12 months, and the large reason for that was Tesla gross sales crashing by 18.3%. That additionally means non-Tesla California EV gross sales rose in Q2, quite a bit really. Nonetheless, even with these dueling tendencies, Tesla nonetheless stands ranges above different EV sellers within the Golden State.

As you possibly can see within the chart above, far and away, the Tesla Mannequin Y and Tesla Mannequin 3 are one of the best promoting electrical automobiles in California. They every promote multiples extra items than the #3 Hyundai IONIQ 5, not to mention each different EV mannequin. Actually, you need to add up gross sales of the #3 Hyundai IONIQ 5, #4 Honda Prologue, #5 Ford Mustang Mach-E, #6 Chevrolet Equinox EV, #7 BMW i4, and #8 Rivian R1S simply to move up the gross sales of the #2 Tesla Mannequin 3! And who is aware of how a lot farther you’d must go to succeed in the Mannequin Y, which had practically 50% extra gross sales than the Mannequin 3?

Wanting on the general high 10 greatest promoting cars in California within the first half of the 12 months, the one electrical automobiles on the listing are the Tesla Mannequin Y (in first place) and Tesla Mannequin 3 (in third place). The #3 Hyundai IONIQ 5 isn’t near the highest 10. So, clearly, Tesla remains to be doing many of the heavy lifting for automobile electrification in California, regardless of its huge gross sales drop and regardless of different EVs rising in gross sales. That’s each a testomony to Tesla and a knock on different automakers, which have taken far too lengthy to carry mass-market fashions to market and haven’t generated practically sufficient hype for them.

Wanting on the 15 high promoting SUVs and vans, the Tesla Mannequin Y is once more the one EV on the listing. No different EV may even get into the highest 15….

And searching on the high promoting automobile fashions, solely the Tesla Mannequin 3 (#1 once more) made the highest 8. (I do a high 8 right here due to restricted knowledge — I can’t make sure what mannequin comes after the #8 Nissan Sentra.)

General, the factors are clear. California depends on Tesla with a purpose to hit excessive EV penetration and numerous CO2 and gas effectivity targets round that. Different automakers are slowly bettering, however they should do significantly better with a purpose to compete with the fossil-fueled competitors within the state. Hopefully we’ll see extra of that within the coming months.