US sales of the 32 EV models for which OEMs reported sales publicly had a combined 10.9% increase in Q3 over Q2. Eight BEVs and PHEVs had positive growth in Q3, while 19 models saw declines in Q2, although two of those models (Honda Clarity and Mazda MX-30) have been discontinued, sales of the Toyota bz4X were halted while they fixed a mechanical issue; and the Mitsubishi Outlander PHEV is in transition to the new 2023 model.
Five other models were new to the market in Q3 and did not have sales in Q2.
US sales of the 30 EV models for which OEMs reported sales publicly had a combined 45% increase in Q2 over Q1. Sixteen BEVs and PHEVs had positive growth in Q2, while 10 models saw declines in Q2, although three of those models have been discontinued. Four other models, including the Ford F-150 Lightning did not have sales in Q1
Several models saw near or more than 200% QoQ increases due to deliveries only recently beginning and production volume scaling up. The Bolt EV/EUV models increased 1,840% due to production only being restarted in late Q1 due to the battery fire recall (GM does not break out the EV/EUV model sales).
Rivian also does not break out sales between its R1T pickup and R1S SUV (I reached out to Rivian but was not able to get them to share sales for each model), so at this point we can only guess how the R1T is selling to date versus the Ford F-150 Lightning. But this should be an interesting race to watch the rest of 2022.
Among the six PHEVs where the OEM reports sales, Q2 was not a great month with the RAV4 Prime, Chrysler Pacifica Hybrid and Mitsubishi Outlander PHEV declining and the Prius Prime increasing only 7%. The two bright spots were the previously mentioned Wrangler 4xe and Lexus NX 450h+, which saw a sales increase of 83.6% in Q2.
The NX 450h+, however, is off of a fairly small base and the model availability is only now increasing. I wouldn’t be surprised to see sales of the NX 450h+ be flat or decline in Q2. Of course there are many other PHEVs from Volvo, Kia, Hyundai, Ford, Lincoln, and others that don’t break out PHEV sales. We’ll have sales estimates on these PHEV models in the coming months.