Toyota US Plug-in Sales 2021: 52,000+

With the addition of the RAV4 Prime plug-in hybrid to the Prius Prime, Toyota has blown away its prior annual record for US sales of plug-in vehicles, more than doubling its prior best year, selling more than 52,000 vehicles. This isn’t too much to brag about compared to Tesla, but compared to other manufacturers, it’s good. I.e. Ford sold 27,000 of their Mustang Mach-E. For comparison, GoodCarsBadCars estimates US Tesla sales for 2021 at ~302,000.

With the accelerated pace of sales, Toyota is likely to pass the threshold of 200,000 sales that will trigger phase-out of the US federal tax credit currently available for both models, $4500 for the Prius Prime with its smaller battery, and the max $7500 for the RAV4 Prime. Following the quarter that the threshold is passed, Toyota plug-in buyers will get the full tax credit for two more quarters, then it drops to 1/2 then 1/4 the value for two quarters each.

Toyota is scheduled to begin selling their first battery powered EV (non-hybrid) middle of next year, a CUV with the awkward name of bZ4X. Looks like the first US buyers may still be able to take advantage of the full tax credit if things stick to schedule. Toyota developed the bZ4X in collaboration with Subaru, and Subaru will offer a twin branded under their name. The tax credit should be available for some time to come on that Subaru version. This is all assuming the tax credit program isn’t changed.

https://insideevs.com/news/558967/us-toyota-plugin-sales-202…

Ongoing electrification of the US auto fleet is a macro issue. Toyota has been vilified for being slow to embrace the EV revolution, and Tesla ate a big chunk of their luxury auto/SUV market share because of their slow roll-out. But, the huge, conservative and massively successful Toyota is making progress, and it should accelerate next year, with better availability of the RAV4 Prime and the introduction of the bZ4X. Critics of Toyota can take a look at the scoreboard for a reality check: $27 billion net profit in the trailing 12 months.

I’ve personally been slightly tempted to buy a new RAV4 Prime, despite being a confirmed used car consumer in the past. The $7500 tax credit would help defray that new-car depreciation. But, starting at $39,000 + $1,200 destination fee plus dealer markup due to rarity (my local dealer is adding a modest $1,000), I guess it’s too rich for my blood.

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Ongoing electrification of the US auto fleet is a macro issue. Toyota has been vilified for being slow to embrace the EV revolution, and Tesla ate a big chunk of their luxury auto/SUV market share because of their slow roll-out. But, the huge, conservative and massively successful Toyota is making progress, and it should accelerate next year …

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I agree. IOM Toyota has already convinced Americans and Europeans that it is an old reliable automobile manufacturer.

Tesla is the new kid on the block and many Americans and Europeans have not yet gotten comfortable with its reputation.

Jaak

(my local dealer is adding a modest $1,000)

That’s a $1000 Net Profit that OEMs lose to the dealer network.

By contrast Tesla can and does jack up prices when demand outstrips their production capacity.

As they say in tennis, Advantage Tesla!


Critics of Toyota can take a look at the scoreboard for a reality check: $27 billion net profit in the trailing 12 months.

Listening to an EV Bull this morning she had this to say: “As incumbents shift to (real) EVs (with the awkward name of bZ4X) they cannibalize their ICE sales.” (in brackets my comments)

The issue becomes, how profitable are the new EVs in comparison to the old ICE models and how much additional CapEx does it take to make them.

Another EV Bull mentioned the huge amount of money ICE incumbents have tied up in financing their car sales and how the falling popularity and value of used ICE vehicles might impact these loans.

There are many angles to consider in the evolution of the car industry.

The Captain’s
last three cars were Toyotas, the last one lasting 25 years and in great shape even after spending lots of time on the beach. No rust unlike a previous Dodge Dart that was practically falling apart, rust, rust everywhere.

I think Toyota will make it. One handicap is that the present CEO is Harvard educated. MBAs can be hazardous to business.

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