I reported final week on Volkswagen of America’s speedy shift into electrification. That normal theme holds. Nevertheless, there was an obvious mistake within the gross sales desk Volkswagen had revealed and the main points are thus a bit completely different.
The gross sales desk seemingly had December gross sales figures within the desk within the This fall 2022 column. So, once I reported that 18% of Volkswagen’s US This fall gross sales have been ID.4 gross sales, it seems that determine was really for December gross sales.
Within the 4th quarter, the ID.4 really represented 14% of Volkswagen of America’s gross sales — 9,439 gross sales out of 68,970. In case you look solely at SUVs, the share rises to fifteen% — 9,439 gross sales out of 61,774.
The complete-year 2022 numbers are the identical as beforehand reported, with the ID.4 accounting for six.8% of Volkswagen’s gross sales.
What this replace really reinforces is the purpose that Volkswagen electrical car (ID.4) gross sales are rising in share shortly. They go from 6.8% throughout the complete 12 months to 14% within the 4th quarter to 18% in December, indicating a transparent pattern towards an increasing number of electrification.
There’s a query of whether or not there was a gross sales surge on the finish of 2022 because of the ID.4 doubtlessly shedding the US EV tax credit score in 2023. Because it seems, the AWD model of the ID.4 is on the market for the complete credit score nonetheless, however the RWD model of the ID.4 just isn’t now. Although, there’s lots of controversy round odd classification of SUVs and tax credit score eligibility, and I’ve the hunch we haven’t seen the top of this story. In any case, I don’t count on there was a growth–bust story happening with the ID.4 by which there have been booming gross sales in December and shall be a drop in 2023. My sister ordered a Volkswagen ID.4 practically a 12 months in the past and continues to be ready for it. I don’t suppose Volkswagen had any extra provide to push out past what it was already doing because it ramped up manufacturing.
The ID.4 continues to be the third greatest promoting electrical SUV within the USA primarily based on these new numbers. The Tesla Mannequin Y was far within the lead (with greater than 50,000 gross sales within the quarter) and the Ford Mustang Mach-E was in second (11,369 gross sales within the 4th quarter). Keep tuned for a full US EV gross sales report quickly.
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