California has reached a record of 22% market share for battery-electric vehicles (BEV) and over 40% if you account for PHEVs and HEVs.
Tesla has been responsible for much of California’s EV leadership, but the automaker is now down in the important EV market.
Battery-electric vehicles (BEV) are now hitting an all-time record of 22.2% market share in the state – more than twice the national BEV market share:
Tesla has been largely responsible for this growth up to 2023, but this stopped in 2024.
According to the CNCDA data, Tesla’s sales are down 12.6% year-to-date:
To be fair, overall car sales are down 1.7% in the state year-to-date, but Tesla’s sales are certainly down more than the average and BEV sales are still growing.
CNCDA commented on the situation:
This marks a full year of registration declines for Tesla in California, leaving the “alternative powertrain door” open for traditional automakers. Manufacturers and dealers have embraced this shift, expanding their share of battery electric vehicle (BEV) sales to 40.2 percent as consumers increasingly turn to exciting, new electric vehicle (EV) options.
Despite Tesla’s slowdown in sales, the automaker still has 4 vehicles in the top 10 best-selling EVs in the state, and the Model Y is undoubtedly in a league of its own:
Rank
Model
Type
Regs.
1
Tesla Model Y
BEV
105,693
2
Tesla Model 3
BEV
37,219
3
Hyundai Ioniq 5
BEV
11,711
4
Ford Mustang Mach-E
BEV
8,013
5
Toyota RAV4
PHEV
7,805
6
Tesla Model X
BEV
7,312
7
BMW i4
BEV
6,667
8
Tesla Cybertruck
BEV
6,349
9
Rivian R1S
BEV
6,279
10
Jeep Wrangler
PHEV
6,277
But at the end of the day, BEVs are still growing in the state despite Tesla’s sales going down and broader car sales also being down.
Hyundai’s Ioniq 5 and Ford’s Mustang Mach-E are picking up some of Tesla’s slack.
Tesla is not the only EV manufacturer having issues in California. We can see BEV sales from Chevy, Polestar, Porsche VW, and Volvo crashing:
However, Chevy’s crash was due to the transition away from the Bolt EV. Sales should start to pick up with new EVs launching through the brand.
GM is also seeing its GMC brand’s BEV sales surge.
In the luxury BEV segments, most are doing well, aside from Tesla, with Audi, BMW, Mercedes, and Lexus all seeing double-digit percentage increases.
Rivian is also doing well, with a 35% increase in deliveries in California.
But to be fair to Tesla, those increases are all on relatively low volumes of deliveries last year while Tesla delivered a record 182,000 electric vehicles in the state in 2023 – more than all other automakers combined.
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Following approval from Transport Canada, EV startup Workhorse will be bringing the W56 and W750 model electric delivery vans to commercial truck dealers in Canada as early as this spring.
“This is a major step forward for Workhorse,” says Josh Anderson, Workhorse’s chief technology officer in a press statement. “Pre-clearance from Transport Canada opens up a large new market for our products throughout Canada, including with fleets that operate across borders in North America.”
Despite that uncertainty, Workhorse execs remain upbeat. “We’re excited that our electric step vans can now reach Canadian roads and highways, providing reliable, zero-emission solutions that customers can depend on,” added Anderson.
Canadian pricing has yet to be announced.
Electrek’s Take
FedEx electric delivery vehicle; via Workhorse.
There’s no other way to say it: the Trump/Musk co-presidency is disrupting a lot of companies’ plans – and that’s especially true across North American borders. But in all this chaos and turmoil there undoubtedly lies opportunity, and it will be interesting to see who ends up on top.
The new Liebherr S1 Vision 140-ton hauler is unlike any heavy haul truck currently on the market – primarily because the giant, self-propelled, single-axle autonomous bucket doesn’t look anything like any truck you’ve ever seen.
Liebherr says its latest heavy equipment concept was born from a desire to rethink truck design with a focus only on core functions. The resulting S1 Vision is primarily just a single axle with two powerful electric motors sending power to a pair of massive airless tires designed carry loads up to 131 tonnes (just over 140 tons).
The design enables rapid maintenance, as important components easily accessible for quick servicing. Wear parts can be replaced efficiently, and the electric drive significantly reduces maintenance work. This helps to minimise downtimes and increases operational efficiency.
LIEBHERR
Because of its versatility, durability, and ability to perform zero-turn maneuvers that other equipment simply can’t, the Liebherr S1 Vision can be adapted for various applications, including earthmoving, mining, and even agriculture. There’s also a nonzero chance of this technology finding applications supporting other on-site equipment through charging or fuel delivery.
The S1 accomplishes that trick safely with the help of an automatic load leveling system that ensures maximum stability, even on bumpy or rough terrain. The company says this technology significantly reduces the risk of tipping while providing smooth and secure operation across various environments.
The HD arm of Hyundai has just released the first official images of the new, battery-electric HX19e mini excavator – the first ever production electric excavator from the global South Korean manufacturer.
The HX19e will be the first all-electric asset to enter series production at Hyundai Construction Equipment, with manufacturing set to begin this April.
The new HX19e will be offered with either a 32 kWh or 40 kWh li-ion battery pack – which, according to Hyundai, is nearly double the capacity offered by its nearest competitor (pretty sure that’s not correct –Ed.). The 40kWh battery allows for up to 6 hours and 40 minutes of continuous operation between charges, with a break time top-up on delivering full shift usability.
Those batteries send power to a 13 kW (17.5 hp) electric motor that drives an open-center hydraulic system. Hyundai claims the system delivers job site performance that is at least equal to, if not better than, that of its diesel-powered HX19A mini excavator.
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To that end, the Hyundai XH19e offers the same 16 kN bucket breakout force and a slightly higher 9.4 kN (just over 2100 lb-ft) dipper arm breakout force. The maximum digging depth is 7.6 feet, and the maximum digging reach is 12.9 feet. Hyundai will offer the new electric excavator with just four selectable options:
enclosed cab vs. open canopy
32 or 40 kWh battery capacity
All HX19es will ship with a high standard specification that includes safety valves on the main boom, dipper arm, and dozer blade hydraulic cylinders, as well as two-way auxiliary hydraulic piping allows the machine to be used with a range of commercially available implements. The hydraulics needed to operate a quick coupler, LED booms lights, rotating beacons, an MP3 radio with USB connectivity, and an operator’s seat with mechanical suspension are also standard.
HX19e electric mini excavator; via Hyundai Construction Equipment.
The ability to operate indoors, underground, or in environments like zoos and hospitals were keeping noise levels down is of critical importance to the success of an operation makes electric equipment assets like these coming from Hyundai a must-have for fleet operators and construction crews that hope to remain competitive in the face of ever-increasing noise regulations. The fact that these are cleaner, safer, and cheaper to operate is just icing on that cake.