Expect the final plugin share for 2023 to end close to 50%, probably around 47%, which could mean that the Dutch market could have its EV transition finished before the end of the decade!
Looking at the BEV vs. PHEV breakdown, pure electrics had 65% of total plugin sales in July, dropping the YTD average to 68%. I do expect the BEV share to end the year at 80%, a significant advance over the 69% share of 2022, which might mean that PHEVs will lose relevance in this market by 2025 and it will become a BEV-based market from then on.
In July, the Skoda Enyaq was #1 in the EV race, with 742 registrations, its best result in 15 months. Overall, it was #2 in the overall auto market ranking as well.
The Czech model was followed by the #2 Tesla Model Y, which had 523 registrations, a positive result considering we are talking about the first month of the quarter. In 3rd, just one unit behind the US crossover, we have the Ford Kuga PHEV, which amazingly scored a record result in July — 522 registrations. That’s an awesome result considering that July is one of the slowest months of the year due to the holiday season!
It wasn’t just the top two shining — in the 13th spot, we have the Citroen e-C4, with a solid 229 deliveries, a good result for the quirky hatchback disguised as a crossover.
Further below, the highlight goes to the Audi Q8 e-tron, which had 175 registrations, allowing it to be #17 last month. The big Audi thus consolidated its position as the best seller in the full size category.
On the other hand, the Renault Megane EV was only #16 in July, with just 188 registrations, even ending behind the personal Citroen e-C4. I believe this is something for Renault management to think about, and maybe it is time for the French brand to slash the price of its hatchback if it wants to remain relevant until the arrival of the future Renault 5.
Outside the top 20, there wasn’t much to talk about, the only highlight being the Polestar 2, which delivered 154 units (only 6 units fewer than the #20 Kia Sportage PHEV).
Looking at the 2023 ranking, the Tesla Model Y has enough distance over runner-up Lynk & Co 01 PHEV to remain comfortable in the lead. The compact Chinese SUV has gained important ground over its cousin, the #3 Volvo XC40, with the Swede now 327 units behind the Lynk & Co model.
Off the podium, the main news is the Skoda Enyaq benefitting from a strong month in July to jump two positions in the YTD table, to 5th.
The Ford Kuga PHEV was also up, benefitting from the fact that this Ford model is now PHEV-only in this market. That added to competitive leasing rates, a critical factor in all-important company car segments, and it allowed the plugin hybrid crossover to jump four positions to 8th.