US EV Gross sales Up 143%, Walmart Electrical Semis, & Low cost Electrical Automobiles — High Cleantech Information

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The previous week or two has included a number of authentic CleanTechnica stories that I believe are particularly noteworthy and enjoyable to look via — in any other case, I wouldn’t spend a lot time making them. There have been additionally some sizzling information tales and a few attractive takes on what’s to come back. Let’s dive in.

1. To begin with, US full electrical car (BEV) gross sales had been up 143% within the third quarter of 2023 in comparison with the third quarter of 2021. Anybody who tells you the BEV market isn’t rising or demand isn’t robust is both silly or biased — don’t be fooled! The Tesla Mannequin Y and Mannequin 3 nonetheless dominate gross sales, accounting for 50% of US BEV gross sales, however there have been additionally notable performances from the Chevy Bolt, Rivian’s EVs, the Ford Mustang Mach-E, the Hyundai IONIQ 5, and the Volkswagen ID.4.

2. Really, if you happen to take a look at gross sales from a relative foundation (which frequently makes extra sense), the story modifications a bit. Audi, Volkswagen, Mercedes, and Porsche lead the cost when it comes to share of their auto gross sales which might be BEV gross sales. The truth is, although, these 4 manufacturers had been the one manufacturers that had been above the ten% marker within the USA.

When you take a look at the identical factor from an OEM/auto group perspective, Volkswagen Group (12.1%) and Mercedes (11.6%) come out on high as the one corporations above 10%.

I really like the charts above for understanding what’s happening frequently, however it’s nonetheless helpful at instances to focus extra on which manufacturers/teams see essentially the most quantity gross sales general. Doing that, Tesla, Ford, Hyundai, Chevrolet, and Rivian rise to the highest.

3. One might imagine the entire auto trade is up loads and low cost BEV gross sales development, however the US auto trade is definitely nonetheless down 8% in comparison with 2019, and it’s simply up 16% in comparison with final 12 months (in all circumstances right here, I’m evaluating Q3).

4. Whereas Tesla is sort of dominant within the US BEV market and several other different markets, its avenues for large car gross sales development are tight and narrowing. Nevertheless … the Tesla Optimus bot might bust open the expansion ceiling for Tesla once more. I’m satisfied it’s going to.

5. One CleanTechnica reader highlighted two large milestones within the EV world: Tesla only recently handed 5 million cumulative gross sales and China handed 20 million cumulative EV gross sales.

6. General, a current BloombergNEF report on electrical automobiles discovered but once more that EV gross sales have been rising quicker than BloombergNEF, Exxon, BP, OPEC, and others have been forecasting. Who would’ve thought? (Oh yeah, most CleanTechnica readers!)

7. A part of this robust EV gross sales development is as a result of electrical car costs have gotten a lot nearer to traditional car costs. The “EV premium” has dropped from greater than 30% to lower than 10% prior to now 12 months!

8 & 9. As two examples of how aggressive EVs are getting, we’ve just lately revealed tales on how you can get a Ford F-150 Lightning for simply $37,000 in Colorado and will get a Tesla Mannequin 3 for simply $20,000 in New Jersey. Each tales include some footnotes, however these low costs are uplifting nonetheless.

10. The unlucky information is that simply 10 BEV fashions will qualify for the total US EV tax credit score ($7,500) beginning in January 2024. That’s going to harm EV competitiveness and demand for a bit within the first half of 2024.

11. I don’t know tips on how to create a segue for this one, however the new “golden battery” the Zeekr 007 will use, and its superfast charging that may add 500 km (311 miles) of driving vary in quarter-hour, is an enormous step ahead in EV batteries. Kudos to Zeekr for getting it performed and main the way in which but once more.

12. Returning to that current BloombergNEF report on electrical automobiles, the group discovered that BEVs are already slicing oil demand by about 1.8 million fashions per day. What’s particularly attention-grabbing right here, although, is that electrical two-wheelers and three-wheelers have been slicing oil us greater than electrical automobiles or vehicles!

13. Talking of electrical two-wheelers, I really like this 248-mile electrical cargo bike! Anybody getting that bike for Christmas is a fortunate dude or gal!

14. Final however not least, Walmart has adopted its first three electrical semi truck trailers. The retail big plans to have a 100% electrical fleet finally. Sooner slightly than later could be nice!

That’s my checklist of the 14 largest tales of the previous couple of weeks. Which tales or op-eds would you placed on the checklist?