Overall, the press brings us a voltage drop for the electric vehicle market. We analyze the different writings to present the axes that stand out. These are not Tesla Mag’s opinions, but these “noises” influence the market.
The entire French car market saw a drop in sales due to the health crisis and this trend unfortunately continued in July 2021. After a month of June in decline (-14.68%), despite the anticipation of the announced drop in the ecological bonus of 1000 euros on July 1st, the following month was described as “dark” by Les Numériques. Why : an overall 35% drop in registrations compared to 2020. Electric cars are marking time, unlike plug-in hybrids whose sales have soared.
According to data provided by AAA Data, there were “115,713 new car registrations last month, compared to 178,980 in July 2020 and 172,224 in July 2019”. Thus, we notice an increase of only 16.1% since January 2021 compared to the same period in 2020. In the end, we are far from the strong momentum of 2020 (with a 152% sales boom compared to 2019), but Electric car sales increased 60% from January to June 2021 compared to an atypical first half of 2020, with 72,454 100% electric vehicles registered (7.9% of the total market). For L’Usine Nouvelle, this remains a good performance in a market down 13.9% for all engines combined.
Several factors explain this drop between June and July 2021 for Les Numériques: a low volume of orders in the 1st quarter of 2021, as well as delays in deliveries due to the shortage of semiconductors. Furthermore, the comparison is biased towards July 2020, when customers rushed to the concessions at the end of the first confinement. To this are added the new anti-pollution measures (ZFE and end of thermal vehicles) that discourage potential buyers, not to mention the decrease in environmental bonuseswhich is not to favor hybrid and electric cars.
It is precisely on the side of the latter that the drop is most significant with only 8,293 records (-21%). Plug-in hybrids, in turn, jumped 54% with 10,803 registrations. However, since the beginning of the year we have 86,378 (+45%) new registrations of private electric vehicles and 83,062 (+204%) for plug-in hybrids. That’s a cumulative total of 169,440 vehicles (+95%) in the first seven months of 2021.
What are your favorite electric models?
If last June, the podium of new electric vehicle registrations was occupied by the Tesla Model 3 with 5001 copies, followed by the 3349 registrations of the Renault Zoe and the 1901 units of the Peugeot e-208, the situation is now quite different for the month of July. In the absence of the Tesla Model 3, it is the Renault Zoe that occupies the first place with only 1,148 registrations (-70%). Second place goes to the Peugeot e-208, which limits the break with 898 registrations (-28%). Renault Zoe and Peugeot e-208 are therefore at the forefront of electric vehicles, the third place being occupied by the Fiat 500.
In 2020, competition was more limited, that led Renault and Tesla to dominate the electric car market. From now on, explains L’Usine Nouvelle, the landscape is more heterogeneous with the entry into play of new models. Thus, if Tesla’s top-of-the-range model regains its leadership in France in the first half of 2021 with 13,112 registrations, the Renault Zoé will see its market share melt in the face of increasingly diversified competition.
Renault sold 10,797 in the first half (only for individuals). The Zoe drops out of the top 10 sales for all engines combined. During the presentation of the results for the first half, Luca de Meo specified that the Zoe would appear in the Renault 2024 catalog but would not be replaced. This is the future electric Renault 5, produced in northern France, who will take over.
But if Renault sees sales of its Zoe plummet, the brand’s other electric city car takes over. The electric version of the Twingo sold 4,424 units in the first half. As for the electric version of the Peugeot sedan, the E-208, loses a place in the ranking of electric cars with 9,133 registrations. Marketed since November 2020, the electric Fiat 500 signals a good performance in the tricolor market, as it reaches the bottom of the podium with 4863 models sold.
Inside the rest of the top 10, we find the Kia e-Niro, with 3,572 units sold (better than its cousin Hyundai Kona), the Peugeot 2008 mini SUV (2,772 models sold), the Volkswagen ID-3 (2,508). The Dacia Spring, which arrived more recently on the market, had a (shy) advance in June with more than 500 sales. Volkswagen’s new ID4 SUV also starts silently.
And in the next 15 years?
In Europe, the automotive landscape will gradually be turned upside down. In fact, in an effort to protect the environment, European authorities are introducing new CO2 emission standards that force manufacturers to make their vehicles cleaner. The European authorities simply decidedban the sale of thermal cars from 2035.
The 2020s are the first wave of this profound evolution. Sports and luxury brands also make up the bulk of that first salvo according to Randroid. Alpine has already succumbed to the sirens of 100% electric, when Bentley plans to abandon the thermal in 2026, preceded by Ferrari, Jaguar and Mercedes in 2025. If Lotus, Stellantis, Opel and Fiat expect a later arrival, they are not left out!
As for the year 2030, it promises a real turning point in the automotive scenario. The world’s biggest manufacturers will now have no choice but to turn a long page in their history to switch to a 100% electric world, five years before the European Union’s strict measures.
As for the German groups, Porsche, Mini (a subsidiary of BMW), Audi and Volkswagen, will embark on the great adventure in 2030 for the first two cities, then 2033 and 2035 for the other two. The year 2030 was also favored by Volvo and the tricolor company Peugeot, as well as the American giant Ford and the Japanese Honda.
According to Randroid, this new decade will therefore be the stage for a strong change, driven both by Europe and by the car manufacturers themselves. Thermal cars will eventually become a minority in terms of sales and will gradually belong to the past… in favor of 100% electric!
If the july 2021 he was complicated for electric car, the dynamics in this respect cannot be summarized here. I’year 2020 has also been marked by a boom and the current regression is explained by many factors. This evolution towards 100% electric has been going on for several years and is firmly in the future, as evidenced by the legislative restrictions and the new models offered by the builders. More are to come the competition has not finished diversifying…