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 massive reason behind that was Tesla gross sales crashing by 18.3%. That additionally means non-Tesla California EV gross sales rose in Q2, quite a bit truly. Nonetheless, even with these dueling traits, 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 the perfect promoting electrical autos in California. They every promote multiples extra models than the #3 Hyundai IONIQ 5, not to mention each different EV mannequin. In reality, it’s important 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 need to go to succeed in the Mannequin Y, which had almost 50% extra gross sales than the Mannequin 3?

Trying on the general prime 10 finest promoting cars in California within the first half of the 12 months, the one electrical autos on the checklist 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 continues to be doing a lot of the heavy lifting for automobile electrification in California, regardless of its large 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 convey mass-market fashions to market and haven’t generated almost sufficient hype for them.

Trying on the 15 prime promoting SUVs and vehicles, the Tesla Mannequin Y is once more the one EV on the checklist. No different EV might even get into the highest 15….

And looking out on the prime promoting automobile fashions, solely the Tesla Mannequin 3 (#1 once more) made the highest 8. (I do a prime 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 to be able to hit excessive EV penetration and numerous CO2 and gasoline effectivity targets round that. Different automakers are slowly enhancing, however they should do a lot better to be able to compete with the fossil-fueled competitors within the state. Hopefully we’ll see extra of that within the coming months.