Differential effects of the current pandemic on the sales of light-duty vehicles and heavy trucks

by Michael Sivak, Sivak Applied Research. Light-duty vehicles (cars and light trucks) are being purchased primarily by individuals, while heavy trucks by companies. Therefore, an examination of the recent changes in the sales of vehicles in these two classes provides some information about the economic impact (both actual and anticipated)... Read more →


China-based premium EV-maker NIO reported that it delivered 3,533 vehicles in July 2020, representing a robust 322.1% growth year-over-year. The deliveries consisted of 2,610 ES6s, the Company’s 5-seater high-performance premium smart electric SUV, and 923 ES8s, the Company’s 6-seater and 7-seater flagship premium smart electric SUV. As of 31 July... Read more →


Volvo Car Group, including its strategic affiliates Lynk & Co and Polestar, produce vehicles based on the Compact Modular Architecture (CMA) platform, introduced in 2017. To the end of July more than 600,000 group vehicles based on the platform have been sold. The CMA platform, co-developed by Volvo Cars and... Read more →


Half of all plug-in electric vehicles (PEVs) on the road in the US in 2019 were mid-size cars. However, PEVs are available in size classes ranging from two-seaters to minivans. Together, compact cars and large cars accounted for nearly 30% of the PEV population. Standard sport utility vehicles (SUVs) accounted... Read more →


With the market launch of the eVito and the eSprinter in 2019, Mercedes-Benz Vans has sent a clear signal of locally emission-free commercial freight transport in urban areas. The new eVito Tourer, which can be ordered now, reaches a new dimension in battery-electric commercial passenger transport in terms of mile... Read more →


Solaris will supply 29 electric buses to Offenbach am Main. This is the second biggest order from Germany for electric buses made by Solaris. The 140,000-strong city of Offenbach, located in the German state of Hesse, ordered 20 twelve-meter Solaris Urbino 12 electric and 9 eighteen-meter, articulated Solaris Urbino 18... Read more →


Representatives of the municipal operator MZK Malbork (Poland) and Solaris Bus & Coach S.A. signed a contract for the delivery of six electric buses. Newly commissioned Urbino 12 electric buses will start the electrification of the city’s public transport. Emission-free buses will make it to Malbork in September 2021 at... Read more →


The Egenberger bus company in Thierhaupten, Germany has taken delivery of two Mercedes-Benz eCitaro electric buses. The Mercedes-Benz eCitaro features 2 x electric hub motor, 2 x 125 kW, 2 x 485 N·m, 12 HV battery modules, 24 kWh per HV battery module, Preventive Brake Assist, Sideguard Assist, length/width/height: 12135/2550/3400... Read more →


Four weeks after the start of ordering for the limited ID.3 1ST for pre-bookers, Volkswagen is opening the ordering system to the public on 20 July 2020. Customers in many European countries will be able to choose from seven pre-configured ID.3 models at dealerships and to order the appropriate charging... Read more →


by Michael Sivak, Sivak Applied Research. This note examines the sales of all new light-duty vehicles (cars and light trucks) in the United States in March, April, and May 2020—the first three months of the current pandemic—and compares them with the sales in February 2020. The raw data were annualized,... Read more →


As expected, new car registrations in Europe faced a steady decline in April. Volume fell from 1.34 million units in April 2019 to 292,600 vehicles in April 2020, according to JATO Dynamics. This represents the lowest monthly level since the 1970s, and the worst result among the big three markets:... Read more →


From 2015 to 2019, the market share of plug-in vehicles in China more than quadrupled, reaching 5.1% in 2019, according to figures presented by the US DOE. During that same period, Europe saw its plug-in vehicle sales share reach 3.0%. In the US, plug-in vehicle market share in the United... Read more →


Solaris and the Romanian city of Craiova (Romania’s sixth-largest city) have signed a contract for the delivery of 16 18-meter articulated Urbino 18 electric buses. The articulated vehicles will make it to Craiova in the first half of 2021. The purchase marks the first use of electric buses in the... Read more →


BloombergNEF (BNEF) forecasts that sales of electric passenger vehicles will fall 18% in 2020 to 1.7 million worldwide, with the coronavirus crisis interrupting ten successive years of strong growth. However, sales of combustion engine cars are set to drop even faster this year (by 23%), and the long-term electrification of... Read more →


Researchers at the Paul Scherrer Institute have developed a web tool called the Carculator that can be used to compare the environmental performance of passenger cars in detail. The program determines the environmental balance of vehicles with different size classes and powertrains, and presents the results in comparative graphics. The... Read more →


In the first quarter of 2020, the electrically-chargeable vehicle segment in Europe significantly increased its market share, rising to 6.8% (from 2.5% in Q1 2019) against the backdrop of the overall decline in passenger car registrations due to the COVID-19 outbreak. By contrast, demand for diesel and gasoline vehicles tumbled... Read more →


The public transport operator in Lublin, Poland has ordered twelve Solaris Urbino 12 electric buses, to be delivered from November 2021 to April 2022. The total value of all the contracts for ordered electric buses with seven charging stations and after-sale servicing exceeds PLN 32 million (US$7.6 million). The contract... Read more →


In the first quarter of 2020, passenger vehicle cell suppliers deployed 20.5 GWh of battery capacity globally, down from 20.9 GWh during the first quarter of 2019 and 26.5 GWh in the fourth quarter, according to data from Adamas Intelligence’s EV Battery Capacity and Battery Metals Tracker. After losing the... Read more →


Volvo Cars sales return to growth in China, but down 43.8% in April y-o-y overall; plug-in share doubles to 14%

Volvo Cars sold 31,760 cars in April, down 43.8% compared with the same month last year, as demand in Europe and the US continued to be affected by the coronavirus pandemic. China, meanwhile, returned to growth in April as showroom traffic began to return to normal levels. In the January... Read more →


IHS Markit: global auto sales to drop 22% this year

IHS Markit cut its forecasts for global light vehicle sales and production as the impact COVID-19 impact has depressed demand. According the new analysis, global light vehicle sales are now forecast to be 69.6 million units this year in the wake of the pandemic, a 22% drop from last year.... Read more →


JATO: global vehicle sales fall by 39% in March; electrified vehicles up to 17.4% new registration market share in Europe

The outbreak of COVID-19 has already impacted the automotive industry significantly, according to JATO Dynamics, a leading provider of global automotive data and insight. Global vehicle sales totalled 5.55 million units in March 2020, down by 39% from March 2019. This represents the largest year-on-year monthly decrease since 1980, when... Read more →


Toyota has sold more than 15 million hybrid electric vehicles worldwide

Toyota has sold more than 15 million hybrid-electric vehicles (HEVs) worldwide since the 1997 launch of the iconic Prius, the first full hybrid mass-produced car. Now offered on 44 individual models across a wide range of size and body types, Toyota’s hybrid electric technology has reduced CO2 emissions by more... Read more →


Last year, 85.0% of all new medium- and heavy-buses (over 3.5 tonnes) registered in the European Union were fueled by diesel; the market share of gasoline in this segment was close to zero. All alternatively-powered vehicles (APV) combined accounted for 15.0% of the EU bus market in 2019, with electrically-chargeable... Read more →


In March 2020, demand for new commercial vehicles fell by 47.3% across the EU, as measures to prevent the spread of COVID-19 lead to the closure of dealerships, according to the ACEA (European Automobile Manufacturers Association). Each vehicle segment was strongly affected by the fallout of the COVID-19 outbreak and... Read more →


IHS Markit is projecting an 18% drop in global new vehicle sales year-on-year under an extended lockdown scenario to 73.3 million units. Regionally, that breaks out to: -26% US vehicle sales decline YoY to 12.6 million units -17% Europe vehicle sales decline YoY to 17.1 million units -14% China vehicle... Read more →


GlobalData: COVID-19 puts EV sales and CO2 fleet emission targets at risk

GlobalData research shows that lower oil prices as a result of the COVID-19 crisis could reduce electric vehicle demand and impair EU efforts to significantly reduce average new vehicle CO2 emissions in the European car market. GlobalData’s analysis suggests that low oil prices will lead to a longer waits for... Read more →


In the first quarter 30,692 (+13.9%) electrified vehicles of the BMW and MINI brands (BMW i, BMW iPerformance, MINI Electric) were sold worldwide. This means we are also on track to meet the EU’s CO2 targets. We do not see any necessity to defer climate protection goals. —Pieter Nota, member... Read more →


General Motors and its joint ventures delivered 461,716 vehicles in China in the first quarter, down 43.3% from 813,973 in Q1 2019. Cadillac deliveries topped 26,800 units (-40% y-o-y). The CT4 sedan being launched in China this month will give Cadillac its strongest and most complete lineup ever, enabling it... Read more →


The COVID-19 has hit the Chinese EV sector hard; CRU, a provider of business intelligence on the global metals, mining and fertilizer industries, believes that weak sales will last at least until early Q2 2020. Nonetheless, it continues to forecast Chinese EV sales growth in 2020 over 2019’s total. EV... Read more →


Volkswagen reports that, even before the launch of the new ID.3 EV this summer, demand for electrified Volkswagen products has increased in Germany. Every second order for the up! model series is for the fully electric version, with around 20,000 orders received over the first three months of this year.... Read more →


The decline of the European new car market has continued throughout February. According to JATO Dynamics data, 1,063,264 units were registered last month, compared to 1,143,852 in February 2019. This equates to a decline of 7.0%, as last month saw the lowest number of registrations since 2015, when only 955,113... Read more →


BloombergNEF has issued a research note highlighting some of the likely effects of the coronavirus COVID-19 outbreak over the next year on the transition to a clean economy: including renewable power, energy storage, electric vehicles, heating, cooling and the circular economy. The global auto market is very sensitive to macroeconomic... Read more →


After a large increase of new vehicle registrations in Europe in December 2019, volumes for January decreased, marking another month of transition for the complex new car market. A total of 1,138,057 new passenger cars were registered in Europe in January 2020, representing a decline of 7.6% from January 2019,... Read more →


Following a year of rapid growth in 2018, in which sales nearly doubled from the previous year, sales of plug-in electric vehicles in the US declined in 2019, due to lower sales of plug-in hybrid electric vehicles. Sales of all-electric vehicles remained steady with a slight increase of about 3,000... Read more →


Only 6.2 million light-duty vehicles were sold worldwide in January—the lowest monthly figure since January 2012, which saw 5.9 million units sold, according to GlobalData, a data and analytics company. Driving the drop in sales was the emergence in December 2019 of the coronavirus (COVID-19) in Wuhan, China. The disease... Read more →


In 2019, more than 14,400 tonnes of cobalt were deployed globally in batteries of newly sold passenger battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs) and hybrid electric vehicles (HEVs), an increase of 34% over the year prior, according to data from Adamas Intelligence’s EV Battery Capacity and Battery... Read more →


The total energy storage market is expected to grow to $546 billion in annual revenue by 2035, according to a report released by Lux Research. In a new report, “Global Energy Storage Market 2019,” Lux estimates that the three main drivers of energy storage—mobility applications, electronic devices, and stationary storage—will... Read more →


As part of California’s AB 32 climate change program, Executive Order B-48-18 administratively created a goal of 5 million zero-emission vehicles (ZEVs) on California roads by 2030. This action expands on the prior Executive Order B-16-2012, which set a goal of 1.5 million by 2025. While these goals were set... Read more →


Registrations of new electrified light-duty vehicles (HEVS, PHEVs and EVs) in California rose 3.6% to 250,566 units in 2019, up from 241,970 units, according to the California New Car Dealers Association (CNCDA), using data from IHS. Overall, the California new light-duty vehicle market declined 5.5% from 2018 to 2019 (2,002,047... Read more →


Adamas: 95.6 GWh of EV battery capacity deployed globally in 2019

In 2019, 95.6 GWh of battery capacity was deployed globally in newly sold passenger EVs, an increase of 30% over the year prior, according to Adamas Intelligence’s web-based EV Battery Capacity and Battery Metals Tracker. Asia Pacific led with 50.9 GWh deployed, an increase of 27% over the year prior,... Read more →


New Flyer of America Inc. announced that New Flyer has been selected by the Oregon State Government as an approved supplier of heavy-duty low-floor transit buses to the State of Oregon Heavy-Duty Transit Bus Price Agreement. The agreement is for up to five years, including a base term of two... Read more →


In Germany (the largest car market in Europe), the 2020 registration year started with 246,300 newly registered passenger cars—7.3% less than in January 2019, according to figures from the German KBA (Kraftfahrt-Bundesamt). However, alternative drive types increased significantly in the reporting month. Source: KBA. With 7,492 new vehicles, the number... Read more →


In the last quarter of 2019, EU demand for diesel cars further decreased, dropping to 29.5% of new-car registrations, according to data from ACEA, the European Automobile Manufacturers Association. Gasoline cars accounted for 57.3% of the EU market, while electrically‐chargeable vehicles (ECV) made up 4.4% of total new car sales... Read more →


Scandinavian transport operator Nobina has ordered 60 Volvo high-capacity electric buses which will enter service in Malmö, Sweden next year. It is immensely gratifying to receive yet another significant order for electric buses. In a short space of time we have taken orders for 220 electric buses from two of... Read more →


King County Metro (Metro)—the public transit authority of King County, Washington, which includes the city of Seattle—has agreed to purchase 40 sixty-foot battery-electric Xcelsior CHARGE heavy-duty transit buses from New Flyer, with plans to order an additional 80 battery-electric buses in the coming year. Upon execution of the purchase agreement... Read more →


J.D. Power survey finds consumers continue to lack confidence in future mobility technologies

Consumers continue to lack confidence in the future mobility technologies that automakers are eager to bring to market, according to the J.D. Power 2019 Q4 Mobility Confidence Index Study fueled by SurveyMonkey Audience. The Mobility Confidence Index remains 36 (on a 100-point scale) for self-driving vehicles and 55 for battery-electric... Read more →


Volvo Cars has opened order books for the XC40 Recharge P8 AWD (earlier post), the company’s first fully electric car which is based on the best-selling SUV, in selected markets. The company says it has already received “several thousands” of firm orders even before the formal start of sales. Production... Read more →


Toyota Motor Europe reported 2019 sales of 1,089,422 Toyota and Lexus vehicles, an increase of +5.2% from 2018. Total market share for the group rose to 5.3%, in a European market which was stable year on year. With more than 550,000 hybrid electric vehicles sold, representing 52% of the total... Read more →


In August 2019, CRU reported on the steady slide in prices that has occurred in the lithium market since the beginning of the year. Since then, prices have continued to fall, CRU notes. Lithium carbonate prices in China dropped between January and August 2019 by nearly 20% since the beginning... Read more →


E4Tech: ~1.1 GW of fuel cell capacity shipped in 2019, up 40% from 2018; led by fuel cell vehicles

A new report from specialist international sustainable energy consultancy E4tech finds that approximately 1.1 GW of fuel cell capacity shipped worldwide in 2019, up 40% on 2018. The driving force for the market continues to be fuel cell vehicles, led by Japan’s Toyota and South Korea’s Hyundai. Between them, these... Read more →