If you’re a Tesla investor, it looks like your “high demand” narrative might have legs. I got a feeling Tesla might set a record for September shipments worldwide. This shows the “demand” narrative which has mystified me for some weeks is now shown in spades: Tesla registrations in 14 EU countries are no. 1 for this month thus far.
p.s. Just two weeks ago Tesla market share in these 14 countries for Q3 2022 was about 2.5%
FOR THE MONTH of SEPTEMBER 2022
https://eu-evs.com/bestSellers/ALL/Brands/LatestDate
Top 20 EV registrations (Best Sellers by badge) for 14 EU countries in September 2022
MAKE # SHARE
TESLA 600 27.1%
VOLKSWAGEN 218 9.9%
BMW 196 8.9%
SKODA 145 6.6%
AUDI 137 6.2%
KIA 112 5.1%
MERCEDES-BENZ 103 4.7%
VOLVO 97 4.4%
HYUNDAI 75 3.4%
NISSAN 66 3.0%
MG 54 2.4%
POLESTAR 53 2.4%
CITROEN 53 2.4%
PEUGEOT 43 1.9%
TOYOTA 31 1.4%
CUPRA 29 1.3%
MINI 29 1.3%
DACIA 24 1.1%
OPEL 22 1.0%
RENAULT 19 0.9%
FOR the QUARTER 3, 2022
(Note: $TSLA was at 2.5% market share for this quarter just a few weeks ago.)
https://eu-evs.com/bestSellers/ALL/Brands/Quarter/2022/3
MAKE # SHARE
VOLKSWAGEN 16817 14.4%
HYUNDAI 8137 7.0%
BMW 7287 6.2%
AUDI 7218 6.2%
SKODA 6712 5.7%
PEUGEOT 5922 5.1%
MERCEDES-BENZ 5642 4.8%
KIA 5540 4.7%
TESLA 5444 4.7%
OPEL 5013 4.3%
RENAULT 5007 4.3%
FIAT 4923 4.2%
MG 4223 3.6%
FORD 3448 3%
NISSAN 3164 2.7%
MINI 2761 2.4%
CITROEN 2663 2.3%
CUPRA 2602 2.2%
DACIA 2078 1.8%
VOLVO 1631 1.4%