How are the “Tesla Killers” Faring So Far in the US?
US Top 12 Selling EVs Jan-June 2019

How are the “Tesla Killers” Faring So Far in the US?

The media and Tesla shorts and haters love to tout every new BEV that comes to market as the latest "Tesla Killer." That moniker usually has little basis in reality, but is simply used by headline writers to attract eyeballs and haters and shorts to rally the bearish story on Tesla.

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Jan-June YOY US EV Sales Increase 19.7%; But Down 19.3% If Tesla Model 3 Is Excluded
US Electric Vehicle Sales - Tesla Model 3 vs All Other EVs Jan-June 2018 -2019

Jan-June YOY US EV Sales Increase 19.7%; But Down 19.3% If Tesla Model 3 Is Excluded

With Tesla Model 3 estimated US sales in June of 21,225 units according to the InsideEVs Sales Scorecard, YOY sales for June saw an increase of an estimated 51%. January through June's YOY increase bumped up to 19.7%, up from 11.7% for January though May.

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Electric Vehicle Charging Stations Are Becoming An Important Lodging Guest Amenity

For the lodging industry, the growth of electric vehicles provide both challenges and opportunities to ownership and management. As ownership of EVs increases and the average range of pure electric vehicles closes in on 300 miles, EV-driving guests will be taking more road trips and increasingly expect that lodging hosts offer several charging station options on their property.

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Presentation: “When Will EVs ‘Cross the Chasm’ Into the Mainstream in the US?”

In this article I share selected screenshots of several slides from the 36-slide presentation - "When Will EVs 'Cross the Chasm' Into the Mainstream in the US?" - and add some underlying comments to provide a high-level flavor of my presentation.

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Supply: Model Availability and Price Discrepancy Between EVs and ICE Vehicles Remain a Top Hurdle to Mass Adoption in the US

Two fundamental hurdles to mass adoption of EVs are: 1) The lack of choice and availability of EV models, especially in certain categories; and 2) The price differential between EVs and gas/diesel-powered vehicles.

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US EV Sales Trends YTD (Jan-April 2019): Disappointing, But Not Surprising

Sales of electric vehicles in the US so far in 2019 are disappointing, though the low percentage growth rate was not unexpected. Through the month of April, US EV sales are up 10.1% over the same period in 2018. April 2019 sales increased 8.3% over April of 2018.

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All-Time Top-Selling EV Models and Brands in the US – Model 3 and Tesla Dominate

Through March of 2019 and using data from the InsideEVs Sales Scorecard, Tesla has accounted for 32% of all electric vehicles in the US. General Motors is a distant second at 18% share of total EV sales. The two automakers combined have accounted for 50% of sales.

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California’s Share of US EV Sales is Declining – And That’s a Good Thing

California has long been the dominant market for electric vehicle sales in the US, with the state accounting for around 50% of sales the last several years. But after reaching a peak of 54.4% in 2015, California's share of EV sales has declined and dropped to 46.8% in 2018.

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