Others May be Coming, But Tesla’s Still King of the EV Mountain in U.S.

2021 Ford Mustang Mach-E front driving
The 2021 Ford Mustang Mach-E Premium is a true competitor for the Tesla Model Y.

Much of the talk about electric vehicles lately focuses on the wave of EVs coming in the next 12 to 18 months; however, until then the latest round of electric vehicle registrations shows Tesla’s still king of the EV world, well, at least in the U.S.

According to Experian, which tracks new vehicle registrations in the U.S., sales of electric vehicles are up through the first six months of the year — and up big. There were 255,393 EVs registrations during the time period, equating to an increase of 133% compared to the same period last year. Automotive News first released the registration numbers.

A look at the top 10 EVs registered shows some new names, most notably the Ford Mustang Mach-E. The automaker’s first long-range EV debuted with a splash last fall and, according some analysts, has taken away as much as 10% of Tesla’s sales.

Tesla Model 3

The only electric vehicle that outsells the Tesla Model 3 in the U.S. is the Model Y.

However, the lofty sales number doesn’t appear to be so much Ford conquesting from Tesla, although some of that is happening, the entire market is up, meaning there is plenty to go arounds. In fact, the Tesla Model Y, the vehicle the Mach-E most directly competes with, was up five-fold through July, logging 93,708 registrations.

The reports of my demise …

As the number of options for buyers interested in electric vehicles has grown — slowly — in the last 12 to 18 months, so has the number of predictions about when Tesla will be surpassed as the leading seller of battery-electric vehicles. 

If the latest top 10 list of EV registrations is any indication, it’s going to be awhile. Here is the top 10 list of EV registrations in the U.S., according to Experian:

2022 Chevrolet Bolt EUV driving

Despite its current recall, the Chevrolet Bolt was the third-best-selling EV in the U.S. through July.
  1. Tesla Model Y: 93,708 units
  2. Tesla Model 3: 68,448 units
  3. Chevy Bolt EV: 21,898 units
  4. Ford Mustang Mach-E: 13,950 units
  5. Nissan Leaf: 9,445 units
  6. VW ID.4: 8,404 units
  7. Porsche Taycan: 6,071 units
  8. Hyundai Kona EV: 6,069 units
  9. Audi e-tron: 5,473 units
  10. Kia Niro EV: 4,091 units

Some of the non-Tesla vehicles have seen substantial sales gains in 2021, including the Chevrolet Bolt EV and EUV, which is currently the subject of a massive recall due to battery manufacturing problem that has been pinpointed as the cause of more than 10 vehicle fires. 

The company’s recalled all of them and shut down the Orion, Michigan plant that produces them as it works with its supplier, South Korea’s LG Chem, to fix the problem. Despite all this, its sales were up 138% during the timeframe, according to InsideEVs.com.

Rivian R1T

The Launch Edition of the Rivian R1T will begin production and deliveries later this month.

However, the dominance of Tesla is still strong. It holds the top two spots on the list, accounting for 162,156 units. This is more than two times the rest of the top 10 at 75,401 vehicles. What vehicles occupy the No. 11 and No. 12 spots? The Model S and Model X, respectively.

Overall, the company gives new meaning to the term “California King” as it accounts for more than two-thirds of all EVs sold in the U.S. right now.

Change is inevitable

While Tesla enjoys a substantial lead, it seems it’s only a matter of time when the rest of the world begins flooding the U.S. market with new electric options — and that time essentially starts, well, now.

Starting with newbie Rivian and its Launch Edition R1T electric pickup which will begin deliveries later this month, at least 27 brands accounting for nearly 50 distinct vehicles, which TheDetroitBureau.com chronicled in two part story you can read by clicking here for Part I and here for Part II, are scheduled arrive in the U.S. between now and the end of next year.

Tesla’s not twiddling its thumbs, waiting for the wave to come crashing down on it, expanding its production base in the U.S. with Giga Austin, its massive new plant expected to come online by the end of this year or early next to produce even more of the Model 3 while prepping to for the Cybertruck and possibly a less expensive vehicle in the $25,000 range.


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Former VW, Porsche, BMW and Tesla Execs Join Forces at New EV Startup

Several top former auto execs are joining forces at Piech Automotive in Switzerland. The first EV will be the GT2 coupe.

While it may not be quite as well known as that of the Porsche family, the Piech name is equally storied among automotive insiders and enthusiasts. Together, these frequently squabbling relatives can lay claim to having helped create two of the European industry’s most important brand names: Porsche and Volkswagen. And now, the Piech name will be applied to a new sports car being launched as part of a new, all-electric marque based in Switzerland.

Piech Automotive plans to have its first model, the GT2, in showrooms late in 2022, with at least two other models to follow.

The company might be dismissed as just one of the many startups hoping to profit from the global transition from internal combustion to electric propulsion, but there are several reasons why it deserves a closer look. The most significant is the fact that it is being run by a high-powered group of former Porsche, BMW, Tesla and Volkswagen executives, notably including one Matthias Mueller.

(Mueller out, Diess in at VW — and more shakeups to come.)

The Piech GT2 will reportedly race from 0 to 62 mph in less than three seconds.

Mueller was a one-time head of the Porsche brand and rose to become the CEO of Volkswagen AG after the German automaker’s diesel emissions scandal broke in 2015. He was subsequently ousted in a boardroom coup three years later, replaced by Herbert Diess who had been recruited from BMW.

Mueller now will serve as the chairman of Piech Automotive and his appointment comes at a critical time.

The BEV startup first showed off what was then called the Piech Mark Zero concept at the 2019 Geneva Motor Show and has been pushing for funding ever since. It expects the next funding round underway now will help it raise enough capital to take the sports car into production – newly renamed the Piech GT2.

In what is now the norm for electric vehicle design, the GT2 will rely on a skateboard-like platform that will be flexible enough to handle multiple “top hats,” or bodies, with two more apparently in development, according to the company.

Also in an approach becoming quite common among high performance BEV brands, the GT2 will rely on a three-motor layout, one on the front axle, two in the rear. The combined package set to deliver 450 kilowatts of power, or 603 horsepower. That will be enough, Piech claims, to hit 100 kph, or 62 mph, in “under three seconds.”

The new GT2 will put out 603 horsepower and can be charged from zero to 80% full in just 40 minutes and 40 seconds.

(EVs cost half as much as gas-powered vehicles for maintenance.)

While the size of the battery pack hasn’t been disclosed, the two-seater is said to have a range of 310 miles using a long-range pack, and 250 miles with the standard one. These are based on the European WLTP test cycle so, if the Piech GT2 comes to the U.S., it would likely come in 10 to 20% lower.

Recharging, meanwhile, will take as little as 40 minutes and 40 seconds from empty to 80% of capacity, Piech claims. While details of the sports car’s electric architecture hasn’t been released that would clearly indicate it can use the latest 350 kilowatt public fast chargers and operates at or above 800 volts.

Currently, the only vehicle capable of using such chargers to their full capacity is the Porsche Taycan, though it is expected to become more the norm in the years ahead as it brings charging times down to what motorists currently expect when filling a gas tank.

As for the Piech name, it is one of the family branches of the family tree linked to Ferdinand Porsche. He’s the engineering genius who helped create the original “people’s car,” or Volkswagen, and who later went on to lend his name to the eponymous Porsche sports car company.

Matthias Mueller once headed up VW and is now Piech Automotive chairman.

His most notable heir, at least within the auto industry, was Ferdinand Piech who was named Volkswagen AG CEO in 1992 and later became the company’s chairman. Piech eventually became embroiled in the diesel scandal and other controversies. He died in August 2019 at the age of 82.

(Former Volkswagen chief Ferdinand Piech dies at 82.)

Mueller, who was considered a Piech protégé, will join an assortment of former industry leaders running the new EV startup. That includes its new technical director, Klaus Schmidt, who was once a senior figure at BMW Motorsport, as well as Jochen Rudat, who set up Tesla’s European distribution network.

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