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Q3/2022 Global EV PRODUCTION

Tesla TOTAL 365,923

Model X | S

19,935

(produced) 

Model 3 | Y

345,988

(produced) 

Current Production Rate

23,863/WEEK

YTD Deliveries

930,666

Rivian Total 7,363

Model R1S | R1T

3,040

(produced est)

EDV

4,323

(produced est)

Current Production Rate

400/ WEEK

(est)  60% increase quarter over quarter 

YTD Deliveries

14,317

(est)


Ford TOTAL 13,237

Mustang Mach-E

10,047

7% increase from previous quarter

Ford F-150 Lightning

6,464

(production/sales)

Current Production Rate

1,200/ WEEK

(est) (includes e-transit)

YTD Deliveries

39,232

(est) (+75% yoy growth)


GM TOTAL 7,217

Bolt EV/Bolt EUV

6,945

(production/sales)

GMC Hummer EV

272

(production/sales)

Current Production Rate

600/ WEEK

(est) 

YTD Deliveries

14,000

(est) 


WV Total 6,212

Porche

2,524

(produced/sold)

Audi E-Tron

2,028

(produced/sold)

YTD Production

13,040

(est)

Volkswagen ID.4

1,660

71% decline year over year

Current Production Rate

517/ WEEK

(est)


Hyundai TOTAL 14,096

Ioniq 5

7,448

(est)

Kona Electric

6,648

{est)

Current Production Rate

1450/ WEEK

(est)

YTD Production

38,000

(est)


Chinese EVS/hybrids TOTAL 726,257

(battery swapping business model)

NIO | XPENG | Li Auto

88,100

(est)

BYD electric/ hybrid

638,157

(est)

Current Production Rate

7,342/ WEEK

(est.) 

Current Production Rate

53,180/ WEEK

(est.) 

All provided statistics are estimates, derived from multiple sources.

EV July-August 2022 NEWS

Reuters

Canadian miners cheer Ottawa's critical minerals budget plan. Canadian miners say Ottawa's plan to spend C$3.8 billion ($3.02 billion) to boost domestic production of lithium, copper and other strategic minerals should help propel the country's efforts to become a key part of the global electric vehicle supply chain.

Seeking Alpha

Summary Global electric car sales for May 2022 - Up 55% YoY, reaching 12% share. China sales up 109% YoY to 31% share. Europe sales up 3% YoY to 19% share.


 EV market news - EU nations approve end to combustion engine sales by 2035. BYD says shift to EVs moving “much faster” than expected. UK ends subsidies for electric cars. 


EV company news - BYD electric car sales soar again. 


Tesla’s China production roars back, files to split shares 3-for-1. 


Volkswagen’s world premiere of its first fully-electric sedan ID. AERO. Hyundai to establish its first dedicated EV plant and battery manufacturing facility in the U.S. with an investment of approximately $5.54b. 


BMW starts production at new $2.2 billion China plant to ramp up EV output. GM Buick commits to all-electric portfolio by end of decade. 

Seeking Alpha

China electric car sales were 458,000 in March 2022 representing the 2nd best monthly result ever, up 118% on March 2021 sales. Electric car market share in China for March was an impressive 26%, and 21% YTD.  


Europe electric car sales were 250,000 in March 2022 (2nd best month ever), up 10% YoY, reaching 22% market share and 21% YTD. Norway reached 92% share, Sweden 56%, Germany 26%, UK 23%, and France 21.4% in March 2022.  

Events

7/20/2022

Tesla Earnings

5pm

-

7pm

7/20/2022

Tesla Earnings

5pm

-

7pm

7/11/2022

Rivian Earnings

5pm

-

7pm

7/11/2022

Rivian Earnings

5pm

-

7pm

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