Despite talk of an EV slowdown, more electric cars are hitting US streets. In the second quarter, 18 models topped 5K in sales, with Tesla, Ford, and Hyundai leading the way. Meanwhile, newcomers, like Toyota’s bZ4X, Kia’s EV9, and the Chevy Blazer EV, joined the club.
According to Kelley Blue Book, EV sales hit a new record in the second quarter, with 320,463 units sold in the US in Q2. That’s up 11% from last year and 23% from Q1, with new models and heavy discounts driving growth.
With an influx of new EV models, Tesla’s market share slipped below 50% (49.7%) for the first time.
New Chevy EV models, including the Blazer, Equinox, and Silverado, added over 21,000 to GM’s total. However, it was not enough to top rival Ford, which sold nearly 24,000 EVs in Q2.
If you include combined Hyundai Motor Group (Hyundai, Kia, Genesis) sales, Hyundai was actually the second-best-selling EV brand in the US. According to Motor Intelligence, Hyundai, including Kia and Genesis, accounted for 10% of the US EV market in Q2, topping Ford (7.4%) and GM (6.3%).
Hyundai’s dedicated IONIQ 5 and 6 electric vehicles continued seeing higher demand, while Kia’s new EV9 joined the 5K sales club.
(Photo: Courtesy of Tesla Inc.)
Electric vehicles with over 5K in sales in Q2
Despite Tesla’s (inevitable) falling share, “the overall competitive landscape for electric vehicles is intensifying,” Cox Automotive Industry Insights Director Stephanie Valdez Streaty said.
“This increased competition is leading to continued price pressure, gradually boosting EV adoption,” Valdez Streaty explained, adding, “Automakers that deliver the right product at the right price and offer an excellent consumer experience will lead the way in EV adoption.”
Electric Vehicle
Q2 2024 Sales
Tesla Model Y
101,301
Tesla Model 3
42,710
Ford Mustang Mach-E
12,645
Hyundai IONIQ 5
11,906
Tesla Cybertruck
8,755
Rivian R1S
8,137
Ford F-150 Lightning
7,902
Toyota bZ4X
7,571
Cadillac Lyric
7,294
BMW i4
7,066
Kia EV6
6,882
Chevrolet Blazer EV
6,634
Tesla Model X
6,570
Volkswagen ID.4
5,690
Mercedes EQE
5,684
Kia EV9
5,664
Kia Niro
5,434
Nissan Ariya
5,203
Electric vehicles with over 5K in US sales in Q2 (Source: Kelley Blue Book)
In the second quarter, 18 electric vehicles topped the 5K sales milestone. Tesla’s Model Y and 3 have long topped the list, while Hyundai’s IONIQ 5 and Ford’s Mustang Mach-E and Lightning models continued climbing.
Meanwhile, several new models made the list, including the Toyota bZ4X, Nissan Ariya, Chevy Blazer EV, Kia EV9, and Tesla’s Cybertruck.
Kia EV9 GT-Line (Source: Kia)
The new competition is driving prices down as automakers introduce significant incentives. According to Motor Intelligence, Kia’s new EV9 was among them, with an average discount of over $18,000 in June.
A recent Consumer Reports study found that Subaru’s Solterra, which just missed 5K in sales (4,238), was the most discounted car (EV or gas) selling for 12% off MSRP.
As more models are launched and EV tech continues improving, sales are expected to continue rising. It will be interesting to see how many models make the list at the end of the year.
In a bold bid to combat the crippling air pollution crisis in its capital, Delhi, Indian lawmakers have begun high-level discussions about a plan to phase out gas and diesel combustion vehicles by 2035 – a move that could cause a seismic shift in the global EV space and provide a cleaner, greener future for India’s capital.
Long considered one of the world’s most polluted capital cities, Indian capital Delhi is taking drastic steps to cut back pollution with a gas and diesel engine ban coming soon – but they want results faster than that. As such, Delhi is starting with a city-wide ban on refueling vehicles more than 15 years old, and it went into effect earlier this week. (!)
“We are installing gadgets at petrol pumps which will identify vehicles older than 15 years, and no fuel will be provided to them,” said Delhi Environment Minister Manjinder Singh Sirsa … but they’re not stopping there. “Additionally, we will intensify scrutiny of heavy vehicles entering Delhi to ensure they meet prescribed environmental standards before being allowed entry.”
The Economic Times is reporting that discussions are underway to pass laws requiring that all future bus purchases will be required to be electric or “clean fuel” (read: CNG or hydrogen) by the end of this year, with a gas/diesel ban on “three-wheelers and light goods vehicles,” (commercial tuk-tuks and delivery mopeds) potentially coming 2026 to 2027 and a similar ban privately owned and operated cars and bikes coming “between 2030 and 2035.”
Electrek’s Take
Xpeng EV with Turing AI and Bulletproof battery; via XPeng.
Last week, Parker Hannifin launched what they’re calling the industry’s first certified Mobile Electrification Technology Center to train mobile equipment technicians make the transition from conventional diesel engines to modern electric motors.
The electrification of mobile equipment is opening new doors for construction and engineering companies working in indoor, environmentally sensitive, or noise-regulated urban environments – but it also poses a new set of challenges that, while they mirror some of the challenges internal combustion faced a century ago, aren’t yet fully solved. These go beyond just getting energy to the equipment assets’ batteries, and include the integration of hydraulic implements, electronic controls, and the myriad of upfit accessories that have been developed over the last five decades to operate on 12V power.
At the same time, manufacturers and dealers have to ensure the safety of their technicians, which includes providing comprehensive training on the intricacies of high-voltage electric vehicle repair and maintenance – and that’s where Parker’s new mobile equipment training program comes in, helping to accelerate the shift to EVs.
“We are excited to partner with these outstanding distributors at a higher level. Their commitment to designing innovative mobile electrification systems aligns perfectly with our vision to empower machine manufacturers in reducing their environmental footprint while enhancing operational efficiency,” explains Mark Schoessler, VP of sales for Parker’s Motion Systems Group. “Their expertise in designing mobile electrification systems and their capability to deliver integrated solutions will help to maximize the impact of Parker’s expanding METC network.”
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The manufacturing equipment experts at Nott Company were among the first to go through the Parker Hannifin training program, certifying their technicians on Parker’s electric motors, drives, coolers, controllers and control systems.
“We are proud to be recognized for our unwavering dedication to advancing mobile electrification technologies and delivering cutting-edge solutions,” says Nott CEO, Markus Rauchhaus. “This milestone would not have been possible without our incredible partners, customers and the team at Nott Company.”
In addition to Nott, two other North American distributors (Depatie Fluid Power in Portage, Michigan, and Hydradyne in Fort Worth, Texas) have completed the Parker certification.
Electrek’s Take
T7X all-electric track loader at CES 2022; via Doosan Bobcat.
With the rise of electric equipment assets like Bobcat’s T7X compact track loader and E10e electric excavator that eliminate traditional hydraulics and rely on high-voltage battery systems, specialized electrical systems training is becoming increasingly important. Seasoned, steady hands with decades of diesel and hydraulic systems experience are obsolete, and they’ll need to learn new skills to stay relevant.
Certification programs like Parker’s are working to bridge that skills gap, equipping technicians with the skills to maximize performance while mitigating risks associated with high-voltage systems. Here’s hoping more of these start popping up sooner than later.
Based on a Peterbilt 579 commercial semi truck, the ReVolt EREV hybrid electric semi truck promises 40% better fuel economy and more than twice the torque of a conventional, diesel-powered semi. The concept has promise – and now, it has customers.
Austin, Texas-based ReVolt Motors scored its first win with specialist carrier Page Trucking, who’s rolling the dice on five of the Peterbilt 579-based hybrid big rigs — with another order for 15 more of the modified Petes waiting in the wings if the initial five work out.
The deal will see ReVolt’s “dual-power system” put to the test in real-world conditions, pairing its e-axles’ battery-electric torque with up to 1,200 miles of diesel-extended range.
ReVolt Motors team
ReVolt Motors team; via ReVolt.
The ReVolt team starts off with a Peterbilt, then removes the transmission and drive axle, replacing them with a large genhead and batteries. As the big Pete’s diesel engine runs (that’s right, kids – the engine stays in place), it creates electrical energy that’s stored in the trucks’ batteries. Those electrons then flow to the truck’s 670 hp e-axles, putting down a massive, 3500 lb-ft of Earth-moving torque to the ground at 0 rpm.
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The result is an electrically-driven semi truck that works like a big BMW i3 or other EREV, and packs enough battery capacity to operate as a ZEV (sorry, ZET) in ports and urban clean zones. And, more importantly, allows over-the-road drivers to hotel for up to 34 hours without idling the engine or requiring a grid connection.
That ability to “hotel” in the cab is incredibly important, especially as the national shortage of semi truck parking continues to worsen and the number of goods shipped across America’s roads continues to increase.
And, because the ReVolt trucks can hotel without the noise and emissions of diesel or the loss of range of pure electric, they can immediately “plug in” to existing long-haul routes without the need to wait for a commercial truck charging infrastructure to materialize.
“Drivers should not have to choose between losing their longtime routes because of changing regulatory environments or losing the truck in which they have already made significant investments,” explains Gus Gardner, ReVolt founder and CEO. “American truckers want their trucks to reflect their identity, and our retrofit technology allows them to continue driving the trucks they love while still making a living.”
If all of that sounds familiar, it’s probably because you’ve heard of Hyliion.
In addition to being located in the same town and employing the same idea in the same Peterbilt 579 tractor, ReVolt even employs some of the same key players as Hyliion: both the company’s CTO, Chandra Patil, and its Director of Engineering, Blake Witchie, previously worked at Hyliion’s truck works.
Still, Hyliion made their choice when they shut down their truck business. ReVolt seems to have picked up the ball – and their first customer is eager to run with it.
“Our industry is undergoing a major transition, and fleet owners need practical solutions that make financial sense while reducing our environmental impact,” said Dan Titus, CEO of Page Trucking. “ReVolt’s hybrid drivetrain lowers our fuel costs, providing our drivers with a powerful and efficient truck, all without the need for expensive charging infrastructure or worrying about state compliance mandates. The reduced emissions also enable our customers to reduce their Scope 2 emissions.”
Page Trucking has a fleet of approximately 500 trucks in service, serving the agriculture, hazardous materials, and bulk commodities industries throughout Texas. And, if ReVolt’s EREV semis live up to their promise, expect them to operate a lot more than 20 of ’em.