Regardless of pandemic developments, vaccines and to some extent new European models, battery-powered cars are doubling in volume in the US. Tesla in the lead and double digit growth.
If, before analyzing the new cars that manufacturers are bringing to the Munich Motor Show (all of which are plug-in but not all of which will go on sale any time soon), we look outside Europe, we discover a predictable fact. A look across the Atlantic shows that 2021 will be electrically driven in the US car market. The so-called “US BEV Market” more than doubled in the second year of the pandemic, with Tesla in a clear leadership position and California confirming its position as the home of electric cars in the States, rather like Norway in Europe.
The data we can evaluate, referring to the first seven months of 2021, speak of a boom for electric cars in America: over 255,000 new registrations. An increase of more than 110% compared to 2020. The market share of electric cars as a percentage of total new sales breaks through 2.5% for the first time. The Top 10 most popular electric cars in the US are Native (both electric and American) cars, with the Model Y and Model 3 being the most popular, followed not too closely by the Chevrolet Bolt.
In geographical terms, Florida and Texas are the states with the most electric cars on the road behind California. In any case, Elon Musk alone accounts for almost two-thirds of the market with his cars: an extremely significant fact that cannot happen in Europe, especially in Italy.
Returning to the United States and the new cars to be recharged at the recharging station, the best-selling cars include the Ford Mustang Mach-E and the first foreigner, the Nissan Leaf. Only the Germans follow, with Volkswagen ID.4, Porsche Taycan and Audi e-tron holding the premium German flag in the Top10. The Hyundai Kona BEV is also in the Top10, while the Model S, which still sold over 4,000 units from January to July, is out, eleventh and falling.
This ranking, which clearly reflects different needs and resources from those in Europe, is also influenced by industrial factors and certain supply constraints (the well-known chip crisis) as well as strict control by safety authorities, which often impose recalls and technical update campaigns on carmakers. Among the models that have fallen considerably compared to the previous year is the Jaguar I-PACE, despite the fact that at the time of its launch it was the talk of the town and won several awards, especially in Europe.
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