Kia the first out with its full August US sales figures. A modest EV improvement over 2024, but production still appears somewhat constrained and I’m not sure if it’s self-imposed (aligned with forecasted demand) or due to supply chain challenges. 🔌💡🔌🚗
Self imposed, you can see the ebb and flow of unit priorities in their factory reporting for both brands.
Hyundai out now too. Huge month for them. Likely breaking 10,000 units for the first time (depending on the Kona EV split). May have been the Ioniq 5’s best month yet as well.
I'm guessing the Kona sales are pretty week looking at their export numbers, and their decision to remove all but the base trim in the U.S.
Well they only needed 200 (which I’m guessing they got)
Ohhh, if it's that low, totally. I just didn't know if you were looking at the total sales and expecting a decent chunk. 200 for sure.
Holy smokes. Honda delivered over 9000 Prologues in August. Almost 10,000 between that and the Acura ZDX. That means GM’s Ultium platform cleared 30,000 units last month. Up to ~160,000 on the year, and all but a lock to clear 200,000. 🔌💡🔌🚗
If they can keep momentum. GM cut a shift at the plant because Honda's basically good with what they have, and they've already signaled they'll be raising prices and have also paused EV production on some models here in the U.S. I wouldn't expect momentum to continue based on those indicators.
Snowballing rapidly. Hummer, IQ, Prologue, Lyriq, Vistiq, extra shift for new bolt all paused? Expect their EV numbers to freefall. Makes sense given all the anti clean air lobbying and complaining they’ve been doing about affordable EVs.
That’s got more with Honda having their own product lines and BT1 just being an ungodly expensive platform thanks to the huge batteries imo.
Ford doesn’t have the figures on its own website yet, but looks like it did about 10,000 units as well between the Mach-E and F-150 Lightning. Respectable but not eye-popping. eu.freep.com/story/money/...
Are these all manufacturer to dealer sales, or final dealer sales?
Deliveries to customers.
I'm expecting to see Hyundai return to 2nd after Tesla with incentives gone, GM not far behind, and both to continue to build the gap with Ford who's chronically unable to perform when it comes to new EVs and focused on ICE growth.
How’s the split on Niros? That one’s kinda weird since there’s the Hybrid, PHEV and EV all under one model name, and that split is going to be telling.
Unfortunately I don’t have my dataset with last year’s August figures (on my work computer) so the YoY comps they cite mean nothing to me right now
where is the EV3?