Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. While I do make mistakes, I try hard to do my analysis thoroughly, and to make sure my data are correct (old habits die hard!) Also, don't ask me why I called it "Volewica". It's too late, now.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Tuesday, June 5, 2018

US May EV sales at new record

Seasonally adjusted, EV/PHEV sales in the US are at a record.  They are growing at about 50% per year.  When Model 3 production reaches 5000 per week, which will more than equal all non-model 3 sales, sales will have doubled since December 2017.

And as a percentage of total car/light truck sales they are the highest they've ever been.  There is no reason to assume that this trend will turn.

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