The Ledger
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Cantor: Big Three lack even a quarter of Tesla's EV scale competency
“None of them has really pulled into the same kind of space, or even half or a quarter of the space that Tesla occupies in terms of competency on their kind of scale up of EVs.”
Cantor: BYD surpassed Tesla in quarterly EV sales in Q4 2023
“BYD hit all their targets last year in terms of sales, and they've surpassed Tesla in terms of fully electric vehicles on a quarterly basis in Q four.”
Cantor: Hertz EV sell-off was driven by Tesla price cuts hurting resale value
“That being said, a lot of this was a residual value story, and the fact that Musk was reducing, Musk and Tesla was reducing the cost of EVs to be better for consumers is a good thing for them, but for Hertz and some of these kind of fleet customers, if someone…”
Cantor: Only 4% of the $5B federal NEVI EV charging funds have been awarded
“And if you look at the infrastructure law with the five billion dollars as a part of the NEVI program, according to our charging infrastructure team, only four percent of those funds have been awarded to charging infrastructure operators.”
Cantor: Tesla Model Y was the world's top-selling vehicle in 2023
“The Model Y, at least according to Tesla, was the top-selling vehicle in the world last year, bar none at about 1.2 million EVs delivered.”
Cantor: If legacy OEMs lag by 2026, US attracts Chinese EV makers
“I think if other automakers don't get it together by 26, it becomes very attractive to move in here.”
Cantor: US public EV charger installations fell to 27,000 in 2023
“So in twenty-twenty-two, about 41,000 public charging connectors were installed, and last year it was closer to 27,000 new net public charger, public charging connectors were installed.”
Cantor: US EV sales grew nearly 50% in 2023 to 1.45M
“By the end of twenty-twenty-three, according to our data, EV sales were up almost 50% year on year from 2022 to about 1.45 million in total, up from about 971,000. Now we're counting both BEV and PHEV in our kind of EV metrics, but impressive nonetheless.”
Cantor: December was highest US EV sales month in 2023
“But when you're looking at the actual monthly sales data, it was really only October and November that we saw in our preliminary data where there was any type of dip. In fact, December was the highest month we had for all of 2023, again, based on preliminary d…”
Cantor: BYD offers nearly 30 models compared to Tesla's two high-volume cars
“So again, they have nearly 30 models available. Tesla has five, but really two.”
Cantor: Hyundai and Kia EV sales grew 60% in 2023 to 120,000 units
“They grew by about 60% year-on-year from 22 to twenty-twenty-three, going from about 73,000 as a group up to about a 120,000 units.”
Cantor: Kia EV9 is first major mass-market three-row EV SUV after Rivian R1S
“One that I'm particularly excited about, and I think the market is as well, is the Kia EV-IX, which is the first major EV outside of the Rivian R-I-S two-bit three-row SUV, kind of reaching out to that family demographic, but The Kia EV-Nine starts at a much l…”
Cantor: Hyundai and Kia's early sub-par EVs gave them vital market expertise
“Hyundai and Kia had EVs in the first generation from about 20 16 to 20 19 that weren't particularly good. The original Ioniq and kind of earlier, kind of Kia EVs were being sold in the U.S. So it gave them time and expertise with the market.”
Cantor: BYD vehicle sales jumped from 400k to 3 million by 2023
“They go from about 400,000 units to about 1.6 million units in 2022. And then last year they hit three million units in 2023.”
Cantor: BNEF projects roughly 32% US EV sales growth in 2024
“So we just released our year ahead at the end of December, and we see about 32% growth.”
Cantor: US EV market share rose from 2% in 2019 to 9.5% in 2023
“The EV share of sale in the U.S. Was about two percent, and that was back in 2019, so about four years ago, if you look at the full four years. In 2020, it was finally starting to show some signs of growth, because in 2021, you had EV share of sales at about f…”
Cantor: US EV sales split 80-20 between BEVs and plug-in hybrids
“But the BEV and PHEV split is 8020 in the US because Tesla has played such a dominant role.”
Cantor: US is second in EV volume behind China; major European markets hit 25-30% share
“Because the U.S. In terms of absolute market Sales was second after China, which is awesome. But if you look at Europe, you're seeing more in that 25% to 30% for UK, Germany, France, the major markets in Europe.”
Cantor: Ford reached about 72,000 EV sales in 2023
“Flash forward to twenty-twenty-three, Ford has about 72,000, you know, EV sales.”
Cantor: Chevy Bolt accounted for ~80% of GM's 76,000 EV sales
“GM's sales overall was about 76,000 units, so actually beating out Ford by a little bit, but around 80% of those vehicle sales were the Chevy Bolt.”