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July 20, 2020
U.S EV Sales Down 54 Percent in May
Source: EV Hub
As the COVID-19 pandemic rages on, the extent of the damage to the auto market wrought by the initial outbreak of the virus continues to become more clear. Between January and May, U.S. EV sales were down 20 percent compared to 2019. After outperforming the conventional vehicle market through April, U.S. EV sales plunged by more than 54 percent in May compared to 2019. The overall auto market only saw a drop of 33 percent in May, bouncing back from a market collapse in April where sales were down by 53 percent.

Only 11,858 EVs were sold in May 2020 compared to 25,876 the year before. Tesla continues to dominate the U.S. EV market, claiming almost exactly half of the total sales. The automaker’s lead is bolstered by the introduction of the Model Y, although limited production and extended delivery timelines due to COVID-19 manufacturing shutdowns have kept sales down. In May, the Model Y was Tesla’s lowest-selling vehicle. Tesla is seeking to accelerate demand by dropping the price for the long-range version and dropping the standard-range option from their offerings.

Production and sales roadblocks aside, Tesla continues to defy the expectations of Wall Street after reporting better-than-expected global deliveries figures for the second quarter. Compared to the second quarter of 2019, Tesla’s global deliveries were down only five percent through June of this year with more than 90,000 vehicles delivered. This has reflected favorably on the company’s image in the eyes of investors and Tesla stock prices have surged to record heights in recent weeks.  

The results have been mixed for other leading automakers in the U.S. EV market. While Chevy Bolt sales through May are up by 7 percent compared to the first five months of 2019, Nissan Leaf sales have fallen 46 percent. Audi continues to lead the non-Tesla luxury market and managed to sell 1,098 units of the new Q5 plug-in hybrid to supplement the steady performance of the e-tron, the second-most popular EV SUV on the market in 2020. Hyundai and Kia continue to hold onto a smaller segment of the market reporting gains for all models currently on offer through May.

Tesla’s continued dominance has generated increasing pressure on other automakers to deliver on EV promises and breathe life into the market with a flotilla of new models. GM has redoubled their commitment to deliver 20 EVs across their brands by 2023 and provided more information for 12 models in the most recent sustainability report published on July 17th. At least five models will be introduced on the Cadillac platform, including an EV Escalade. The plans also promise a Chevy pickup truck with 400 miles of range, introducing another contender to the impending battle for dominance of the nascent electric pickup truck market.

New EV passenger pickups are just one aspect of growing government and private sector interest in truck electrification. Following the passage of the Advanced Clean Trucks Rule in California on June 25th, a coalition of 15 states has committed to 100 percent zero emissions truck and bus sales by 2050. Although a majority of participating states are also part of the ZEV Program, these transportation electrification leaders are joined by the non-ZEV states of North Carolina, Hawaii, and Pennsylvania. Many of the states in this coalition have the opportunity to award significant portions of their remaining VW Settlement allocations to support medium- and heavy-duty vehicle electrification. See how much each state has left to award in our latest data story on the VW Settlement.
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EV Hub Live: Episode #1 on July 29th
We're very excited to launch EV Hub Live, a regular series of live video podcasts presenting deep dives into EV topics and providing policy professionals a platform to talk about the most important issues of the day. This new offering is based on your suggestions from the 2020 EV Hub User Survey, and unlike conventional podcasts or webinars, we’re planning to make EV Hub Live a forum for subject matter experts to focus specifically on their work on transportation electrification.

For episode #1, we’ll talk with Jimmy O’Dea from the Union of Concerned Scientists and Kathy Kinsey from the Northeast States for Coordinated Air Use Management (NESCAUM) about the significance of CARB’s MD/HD rule and the recently announced MOU on truck electrification. We'll record the episode on Wednesday, July 29th at 2pm ET. Join us to ask questions in real time and if you can't make it, we’ll make recordings available via the typical podcast platforms.
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EV Hub News

15 States Commit to 100% ZEV Truck and Bus Sales By 2050

Organized by the Northeast States for Coordinated Air Use Management (NESCAUM), 15 states and Washington DC have come together in support of rapid electrification of the medium-and heavy-duty vehicle sector. The MOU signed by participating states calls for all new truck and bus sales to be zero emission by 2050. States partnering on the MOU include California, Colorado, Connecticut, Hawaii, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, and Washington. Read More Here

West Coast Clean Transit Corridor Initiative Final Study Released

The West Coast Clean Transit Initiative, a network of nine electric utilities and two public agencies representing more than two dozen municipal utilities, published their final report on June 17, 2020. The report outlines key findings from a study assessing the prospect of implementing EV charging fro freight trucks along the entire stretch of Interstate 5. The study recommends a phased approach for electrifying the I-5 corridor. At least 27 stations spaced out at 50-mile intervals would be included in phase one of the roll out which will take place through 2025. Read More Here

U.S. DOT Awards $130 Million for Electric Transit Buses in 40 States

The United States Department of Transportation awarded $130 million for electric transit buses and supporting infrastructure through the Low- or No-Emission (Low-No) Grant program on June 2, 2020. The awards were spread over 40 states and Washington D.C. and will help transit agencies accelerate the electrification of their fleets. The 2020 funding cycle is the largest yet for the Low-No program, which has contributed almost $480 million to transit bus electrification since 2015. Read More Here

Catch Up On EV Hub News Alerts
Job Openings
Below are current job openings in transportation electrification: If you have a job posting you would like to share with EV Hub users, please send them to us in an email at info@atlasevhub.com.
Upcoming Events

Join Energy Innovation and House Select Committee on the Climate Crisis staff on a webinar to discuss the recent Select Committee’s climate plan conclusions along with EI’s modeling and methodology. This webinar will examine which policies drive economy-wide decarbonization, and how advocates can integrate this information into their work. Read more here.

July 23rd @ 4pm EST

For episode #1, we’ll talk with Jimmy O’Dea from the Union of Concerned Scientists and Kathy Kinsey from the Northeast States for Coordinated Air Use Management (NESCAUM) about the significance of CARB’s MD/HD rule and the recently announced MOU on truck electrification. Read more here. 

July 29th @ 2pm EST

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