EV sales are up big but the underlying numbers still suck…

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The US electric car market continues to grow strongly. Yes, Tesla still dominates (that’s not changing anytime soon), but several other automakers are also seeing fast-growing full electric vehicle (BEV) sales, and the number of BEV options on the market has exploded in recent quarters.

Overall (lacking just a little bit of data from automakers who are stingy with their stats), the US electric vehicle market grew 147% from Q2 2021 to Q2 2023. It grew 57% from Q2 2022 to Q2 2023.

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Let’s dig into the details a bit.

As you can see in the chart just above, the Tesla total continues to be the majority of the US BEV market. However, in Q2 2023, it’s closer to 50% than it’s been since the Tesla Model 3 hit mass production and started dominating the market. Even so, if you look only at non-Tesla BEV sales (the bottom bar in each group of bars), the market has gone from just under 6,000 units in Q2 2020 to nearly 35,000 in Q2 2021 to nearly 58,000 in Q2 2022 to a milestone 103,000 (nearly) in Q2 2023. Tesla still holds more than 60% of the market, though, thanks to its staggering 171,000 sales in Q2 2023 — which put it in 8th place among automakers in the overall auto sales chart (but that’s a coming story).

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cleantechnica.com/2023/09/22/us-electric-car-sales-up-147-since-2021/


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