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June 21, 2021
April Marks Another Banner Month for EV Sales
Source: EV Hub
Following the record for quarterly EV sales set in Q1, Q2 is off to a hot start, with April sales up nearly 300 percent year-over-year. The 54,077 electric vehicles sold in April make it the all-time second highest month for U.S. passenger EV sales, falling just short of the 56,257-mark set in March. With back-to-back record months, 2021 is emerging as a breakout year for EVs, as we predicted in January. Through April, EV sales in 2021 were 130 percent higher than last year and exceeded 2019 sales for the same months by 75 percent.

Fueled by a healthy market, manufacturers are doubling down on EV investment. In May, Ford boosted its planned spending on EVs from $22 billion to $30 billion and announced plans to take its Lincoln luxury brand lineup electric. Not to be outdone, rival General Motors raised its investment in electric and autonomous vehicles up to $35 billion from the $27 billion it had announced late last year. General Motors beat out Ford in April, capturing eight percent of the market compared to 4.5 percent for Ford. The Chevy Bolt and Mustang Mach-E were the two bestselling non-Tesla BEVs.

Volkswagen and its sub-brands saw continued growth in April, with Volkswagen’s ID.4 selling just over 1,000 units in its second month on the market, three times as many as it sold in its first month. Volkswagen Group’s luxury offerings, the Porsche Taycan and Audi e-tron, also sold over 1,000 units each in April, allowing Volkswagen Group to claim the third, fifth, and sixth bestselling non-Tesla BEVs for the month. In March, Volkswagen announced a significant expansion of its battery manufacturing capacity to keep up with growing demand.

A rebounding plug-in hybrid market led by Stellantis (formerly Fiat-Chrysler) and Toyota accounted for nearly a third of the month’s EV sales with 17,595 units. Stellantis’s new Jeep Wrangler 4xe notched over 3,000 sales in its first month on the market, taking the number two spot for plug-in hybrid models and helping Stellantis surpass Toyota, which had led the plug-in hybrid market for twenty-four straight months. While all-electric sales were down 13 percent from March, plug-in hybrid sales rose by nearly 30 percent.

Tesla continues to lead the all-electric market with 22,500 sales in April but saw its market share slip to 42 percent, down from 54 percent in March. Some contraction was expected as Tesla halted production of the Model S and Model X earlier this year due to a parts shortage. Both models had their lowest selling month on record, selling just 150 units between them in April. Tesla’s year-over-year sales were still up by over 18 percent, driven by strong sales from the Model Y and Model 3. Deliveries of the Model S resumed in June with the revamped Model S Plaid, but volume production is not expected to return until Q3.

With 2021’s strong start, the United States is rapidly approaching two million total EV sales. At the current rate, the United States will reach two million EVs sold in June, just two and a half years after reaching one million EVs sold.

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Join Us for EV Hub Live Tomorrow, June 22nd

EV Hub Live Episode #10: Roadmap Roundup

June 22 @ 1:00 pm - 2:00 pm EDT

Forth’s Roadmap Conference is one of the premiere EV conferences in the world. Every year, the EV community convenes in Portland, Oregon to explore emerging trends, share best practices and lessons learned, and build the road ahead.

In this episode of EV Hub Live, Nick Nigro will be joined by Jeff Allen, the Executive Director of Forth, the organizer of the Roadmap Conference. Jeff and Nick will discuss the key takeaways from this year’s conference and what lies ahead for EVs in the near term.

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EV Hub News

Inslee Passes on WA Bill Setting Conditional Target to Electrify All Passenger Vehicle Sales by 2030

On May 15, 2021, Washington Governor Jay Inslee turned down a bill passed by lawmakers in both houses in April that would have required all passenger vehicle sales to be electrified by 2030. The bill states the requirement is contingent upon the completion of comprehensive assessments of the impacts of this transition and on the state implementing a tax on vehicle miles travelled. This amendment was the sticking point for the Governor, who supports the 2030 target but does not believe it should be tied to road funding mechanisms. This activity follows similar commitments in California and Massachusetts which set a goal of 2035 to reach 100 percent zero emission passenger vehicle sales. Public officials in New Jersey have also recommended that the state follow suit and adopt a goal of their own. Read More Here

New Jersey Set to Become the Second State to Formally Implement Advanced Clean Truck Regulation

On Wednesday, April 14th, The New Jersey Department of Environmental Protection issued a notice of rule proposal announcing their intention to adopt regulations modeled after California’s Advanced Clean Trucks Rule (ACT). The proposed rulemaking is part of New Jersey’s comprehensive strategy to meet the state’s statutory requirement to reduce greenhouse gas emissions to 80 percent less than the 2006 levels by 2050. New Jersey was one of 15 states to sign on to NESCAUM’s Zero-Emission Truck and Bus MOU in July 2020 and will become the second state to formalize their commitment to zero-emission trucks and buses through an official rule. Read More Here

Virginia Becomes 13th State to Join the ZEV Program

On March 18th, 2021, Governor Ralph Northam signed HB 1965 into law. This makes Virginia the 13th state, and the only state in the Southeast region, to join the California-led ZEV program. The program, which requires manufacturers to make available for sale an increasing proportion of EVs across the state, has also been adopted by California, Colorado, Connecticut, Maine, Maryland, Massachusetts, New Jersey New York, Rhode Island, Oregon, Vermont, and Washington. Both New Mexico and Minnesota are going through the regulatory process, which could result in them adopting the ZEV program as well. Read More Here

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In this episode of EV Hub Live, Nick Nigro will be joined by Jeff Allen, the Executive Director of Forth, the organizer of the Roadmap Conference. Jeff and Nick will discuss the key takeaways from this year’s conference and what lies ahead for EVs in the near term.  Join Event.

June 22nd @ 1:00pm EST

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