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Battery Installation Tracker for the global December and full year 2022 results is available for download

The Battery Installation Tracker for the global December and full year 2022 results is available for download. A total of 66,3 GWh of battery capacity were installed in December BEV, PHEV and FCEV sales. This is 49 % more than in December 2021 and exceeds the 39 % y/y unit sales increase. The reason is an increase in the average battery size in BEVs by 6,4 kWh and by 2,3 kWh in PHEVs compared to December 2021.

For 2022, global battery installations into light vehicles reached 505 GWh total capacity. The accumulated capacity since 2008 stands at 1,2 TWh now and over 75 % of all traction batteries since 2008 were installed during the last 3 years.. CATL continues to lead with 21,1 GWh delivered in December, LG is #2 with 14 GWh installed, followed by BYD on #3 with 9,6 GWh installed. The iron-based LFP type keeps growing in volume and share. BYD is the leader for LFP batteries with 69,8 GWh installed in 2022. CATL is #2 with 46,6 GWh installed. CATL and BYD stood for 85 % of all LFP volume in terms of GWh. Globally, LFP batteries stood for 27 % of all battery capacity into light vehicles during 2022, up from 17 % in 2021. In terms of pack units, the LFP share is even higher with 34 % of all EVs sold during 2022 using LFP batteries.

Weekly volume update with the first round of preliminary results for January 2023 is now available

The weekly volume update with the first round of preliminary results for January 2023 is now available on the EV-volumes Data Center and in the data search tool.

In this version we have added the preliminary numbers for Sweden and Switzerland. Sweden had 4365 BEV and 3424 PHEV registrations. It’s a decrease of 27% y/y mainly because of the big delivery wave in December due to that Sweden removed all subsidies on PEV’s by 1 Jan 2023.

The total Passenger car market was weak in January (14 601 units) you must go all the way back to 2009 to find these low numbers. Switzerland had 4430 PEV registrations, An increase of 17% y/y. 3038 BEV’s and 1387 PHEV’s. Switzerland total passenger car market were up 3,4% y/y in January.

xEV Country Share Tracker with global December and 2022 results is available for download

The xEV Country Share Tracker with global December and 2022 results is available for download. It covers 90 % of the world light vehicle sales in 55 countries and 99 % of the global sales of EVs and Hybrids.

Plug-ins (BEV & PHEV) reached 18,2 % of December light vehicle sales in these 55 markets, which was 4,3 %-pts higher than a year ago. BEVs reached 13 %, PHEVs 5,1 %. Strong Hybrids and Mild Hybrids reached 10,4 % compared to 9,7 % in December 2021. China NEV sales increased by +30 % y/y in December. China retail registrations for light vehicles (Cars, SUVs, MPVs, LCVs, incl. imports, excl. exports) increased by +8 % to 2,75 million, reversing the trend of previous months and coming in 300k higher than in the previous CPCA announcement. We relate this to pre-registration in December, ahead of ending purchase tax exemptions for ICEs and the end of the NEV subsidy, after 2022. Several markets in Europe will reduce (DE, NO, BE) or even end (Sweden) EV grants for 2023, which has lead to a run on EVs in November and December. The EV share in Europe was as high as 34,3 % in December and 20,8 % for the year. January is likely to see a setback for these reasons. The opposite happens in USA where some sales were delayed to 2023 when more EV grants become available from the IRA (Inflation Reduction Act). The EV share still reached a record 9,4 % in December and 7,2 % for the year. Please note that outside the 55 countries in this tracking tool, there is a large number of auto-markets in developing countries with very low or no EV sales. Therefore, the “all-55-countries” EV share in this dataset (14,6 %) differs from the real global share which was 13 % in 2022.

Final December and 2022 BEV, PHEV and FCEV sales

The Excel file with with pivot tables and charts for the final December and 2022 BEV, PHEV and FCEV sales

The weekly volume update with the final round of results for December 2022 and the full year is now available

The global total for 2022 global stands at 10,5 million units BEVs & PHEVs. An impressive growth of 55,4 % in a difficult vehicle market as a whole. BEV sales increased by 59 % to 7,65 million units, PHEVs by 46 % to 2,86 million units.

The global EV share in light vehicle sales is 13 % for 2022. Fuel cell vehicle posted 15400 registrations in 2022, same level as 2021.

The Best selling EVs 2022

  1. Tesla Model Y, 767 000 units
  2. Tesla Model 3, 476 000 units
  3. Wuling HongGuang Mini BEV, 424 000 units

China

The China Plugin totals came in at 6,175 million units it’s an increase of 30% y/y for 2023 we expect another 30% y/y increase, this is at the same level as CPCA and other sources are reporting. But with a slightly bigger mix of PHEV’s due to the popular EREV models in China.

Northern America (USA & Canada)

In North America sales were up 48% to 1,108 million units BEV & PHEV. 90% of the sales occurred in USA with 80% BEV in the North American mix.
The IRA (Inflation Reduction Act) will stimulate EV growth for 2023 in USA and the EV portfolios are strengthen with new models in the Full-size SUV and Pick-up segments. Even if some parts of the IRA requirements are unclear, we believe the growth will be impressive in 2023.

Europe (Western & Central)

PEV-sales were 2,68 million units in 2022, an 15% increase y/y with a mix of 61,7% BEV’s. Germany is the largest EV market in Europe and had an increase of over 110% y/y in December ahead of grant reductions in January 2023. Year-on-year growth in Germany was 22 % for the year. The bestselling EV model in Europe (and Germany) is Tesla Model Y. For 2023 we expect Europe EV sales to increase by roughly 25 % y/y and more BEVs in the mix. Some countries are reducing or even removing the subsidies on the PHEV’s.

Rest of World

During 2022 the volumes has grown fast in several markets (Israel, Australia, New Zeeland, South Korea e.g.) albeit from a low base. The reasons are better availability of products, EV incentives introduced and lowered import tariffs for EVs in some countries. We expect growth to continue in 2023.

Note: We have created a filter option “Car-A00” in the LCV-Details field, for an easier analysis with or without Chinese mini-cars such as Wuling HongGuang Mini BEV.

Future Vehicle Rollout calendar is updated and available for download

An updated Future Vehicle Rollout calendar is available for download in the Data Center. It consists of over 450 models across more than 45 OEM’s. Since the previous version we have added another 35 models, which is less than the one before (51 models) this could indicate that most OEM EV plans are being more solid and are moving away from the drawing board and into a phase of execute.

Preliminary December and 2022 BEV, PHEV and FCEV sales is available for download

The Excel file with with pivot tables and charts for the preliminary December and 2022 BEV, PHEV and FCEV sales is available for download in the Data Center. The global total for December stands at 1,3 million units (incl. FCEVs), a new all-time-high. December NEV sales in China (693 000 units incl. LCVs) were 450k lower than the YTD seasonality would suggest and 200k lower than we expected. The unchecked spread of Covid in December took its toll.

The global total for 2022 global stands at 10,5 million units BEVs & PHEVs, which is 200k tower than expected in November. Still an impressive result of 56 % growth in a very adverse environment. BEV sales increased by 59 % to 7,65 million units, PHEVs by 46 % to 2,86 million units. The global EV share in light vehicle sales is 13 % for 2022. Fuel cell vehicle posted a mere 15400 registrations in 2022, unchanged from 2021.

Weekly volume update with the third round of preliminary results for December 2022 and the full year

The weekly volume update with the third round of preliminary results for December 2022 and the full year is now available on the EV-volumes Data Center and in the data search tool. In this version we have the preliminary global totals with only minor markets missing (roughly 98 % of the volume) When the last 2% are reported we will surpass 1,3 million BEV & PHEV globally for December 2022 with a mix of 71% BEV.