Quote:
Originally Posted by Martinjlm
Sometimes true, sometimes not. When I get a chance Tuesday or Wednesday I’ll post the inventory status of several EVs. The ones that are “piling up” pretty much fit into a few categories… - Way over-priced compared to other EVs of similar type.
- Very low range (<200 miles) compared to other EVs
- Lower trim level (typically 1-motor) versions of an EV that also offers 2-motor
- Imported and do not qualify for the IRA incentive
The ones that are flying off the lots tend to be: - Priced in the $40 - 65k range
- 300+ driving range
- 2 or more electric motors
... |
As promised. Data comes from S&P Global vehicle sales and inventory reports. As you can imagine, it's a huge report so I just pulled out anything electric or fuel cell. June 2023 days on hand in
bold. "Optimal" is 60 days +/- 5.
TLDR: Most of the more popular EVs do not have a dealer network and therefore no reported inventory. They tend to have delivery times of 30 - 90 days depending on how popular they are. Hummer EV, Nissan Leaf, VW ID.4 and Ford Mach E aside, EVs aren't having much of a problem moving the metal. Mach E actually sells well, but Ford may have overbuilt inventory. It may also be worth noting that Mach E sales are the most impacted by recent Tesla price drops. Ford may have projected sales / build rate without the knowledge that Tesla would intentionally undercut Mach E pricing with Model Y price drop. Ford does not break out Lightning from total F-150 sales and inventory. At least not in this report.
Vehicle / Avg. Daily Sales / Inventory Jun / Days Supply Jun / Days Supply May / Days Supply June '22
Challenger / 162 / 17,089 /
106 / 79 / 63
Camaro / 123 / 4,160 /
34 / 29 / 78
Mustang / 79 / 5,136 /
65 / 36 / 29
Corvette / 121 / 1,251 /
10 / 12 / 7
Cars
Nissan Leaf / 23 / 2,296 /
101 / 68 / 2
Tesla Model 3 / 757 / No dealers therefore no inventory stats
Polestar 2 / 43 / No dealers therefore no inventory stats
Hyundai Ioniq 6 / 45 / 4,065 /
91 / 82 / wasn't available in June '22
Tesla Model S / 69 / No dealers therefore no inventory data
Mercedes EQE / 21 / 1,530 /
72 / 45 / wasn't available in June '22
Mercedes EQS / 34 / 2,751 /
82 / 77 / 44
Audi eTron GT / 14 / 317 /
23 / 40 / 23
Toyota Mirai / 18 / 722 /
41 / 56 / 7
Trucks & Utes
Bolt EUV / 128 / 2,679 / 21 / 35 / 88
Hyundai Ioniq 5 / 121 / 6,913 /
57 / 69 / 4
VW ID.4 / 109 / 10,569 /
97 / 76 / 22
Kia EV6 / 56 / 3,963 /
71 / 38 / 9
Nissan Ariya / 28 / 4,134 /
147 / 116 / wasn't available June '22
Tesla Model Y / 1,376 / No dealers therefore no inventory data
Mercedes EQB / 25 / 1,174 /
47 / 35 / wasn't available June '22
Hyundai Nexo / 8 / 105 /
341 / 145 / 18
Ford Mach E / 158 / 13,092 /
83 / 112 / 89
Toyota bZ4X / 24 / 2,238 /
93 / 76 / 700
VinFast VF8 / 14 / No dealers therefore no inventory data
Tesla Model X / 92 / No dealers therefore no inventory data
BMW iX / 54 / 1,514 /
28 / 25 / 7
M-B EQS SUV / 39 / 2,945 /
76 / 65
Rivian R1S / 7 No dealers therefore no inventory data
Audi eTron / 5 / 56 /
12 / 12 / 5
M-B EQE SUV / 0 / 2,831 Vehicle in launch mode, no sales data available yet
Rivian R1T / 132 / No dealers therefore no inventory data
Hummer EV / 1 / 588 /
510 / 592 / 46
Bolt EV / 78 / 2,830 /
36 / 28 / 17
BMW XM / 8 / 488 /
59 / 56 / Not available in June '22
Rivian EDV / 24 / No dealers therefore no inventory data
Cadillac Lyriq / 18 / 2,155 /
118 / 70 / Not available June '22
Fire away!!