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June 2023 – Tesla Model Y is again the bestseller in Norway

Push EVs

Plugless vehicles will continue to be sold in Norway until plugin options — most likely BEVs — appear in all vehicle segments, and at affordable price points. Norway’s Bestsellers As usual, the Tesla Model Y is again the bestseller, with 3,125 units, almost 3x the volume of the runner up Volkswagen ID.4. YTD cumulative share.

Norway 52
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EVs in France reach record market share

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The bigger picture is that France remains under-supplied with BEVs, and the same is true across Europe as whole. Rarely do growth rates accurately reflect consumer preferences, since overall supplies remain limited. So, whilst France was allocated 45,290 BEV units across November and December, Norway received 49,628 units.

France 83
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Tesla’s years of battery tech investments are becoming a buffer against nickel’s rising costs

Teslarati

For years, Tesla has invested heavily in its supply chain and battery strategy. Norway-based energy analytics firm Rystad Energy estimated that demand would surpass nickel supply around 2024, and by 2026, there might be a shortage of the material. The country also holds 10% of the world’s overall nickel supply.

Batteries 100
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Big Auto is begging governments to let them go bankrupt as Chinese EVs loom

Baua Electric

The auto industry is electrifying, and all new cars will be electric in the relatively near future. And yet, the auto industry – which is responsible for more pollution than any other sector, at least in rich countries – still lobbies to worsen emissions reduction targets, even when those targets were already pushed back to begin with.

Chinese 52
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May 2023 – Tesla Model Y conquers Sweden

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Bestsellers As we have just seen for neighbouring Norway , Tesla is no longer only shipping large volumes in the last month of each quarter. Similar to what we have just seen in Norway, decent growth trends were seen for the Toyota BZ4X (#13) and the MG4 (#15), both seeing record Swedish volumes in May.

Sweden 59
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Tesla Model Y wins UK bestseller spot in March

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This is roughly where they are in Norway today. Likely this was less to do with demand softening, and more to do with the variable logistics of producing and supplying batches of right-hand drive variants for the UK market. Diesels continued to slide, taking just 3.8% of the market (only December ’22 was lower), from 5.6%

Plugin 59
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EVs dominated the UK car market in December

Push EVs

As usual, much of the movement is temporary, due to shifting allocation priorities of popular models across many European (and global) markets, where overall demand for BEVs outstrips supply. The actual growth rates for BEVs are now primarily influenced by the volume of supply, rather than by limited demand.

Market 59