Data to be released this week will reveal that the Volkswagen Group hasn’t just overtakeb Tesla
TSLA
Schmidt Automotive Research data shows the Volkswagen Group has more than doubled Tesla’s sales in rolling 12-month EV sales in Europe and its lead continues to grow.
Europe’s rolling 12-month EV sales grew to 856,000 from May 2020 to April 2021, and the Volkswagen Group claimed 206,400 of them.
Tesla, meanwhile, slipped down to fifth with 102,500 sales as the Renault/Nissan alliance, Hyundai/Kia and Stellantis eased past the once-undisputed EV leader.
To be fair to Tesla, it still sells only three models in Europe (the Model S, the Model X and the Model 3), and its controversial Tesla Grünheide factory in Germany shows few signs of opening any time soon.
The Volkswagen Group’s fleet of EVs seems to grow weekly, ranging from the e-Golf and e-Up to the ID.3 and ID.4, just from the Volkswagen brand. Skoda has the Enyaq SUV EV, Seat has the Cupra Born, Porsche has the Taycan and Audi has the e-tron, e-tron Coupe and the e-tron GT.
But Tesla hasn’t just been swamped by the Volkswagen Group, even though the mainstream OEMs have struggled with chip shortages and Covid-19 lockdowns.
The Renault/Nissan alliance, which was the long-time European EV leader before Tesla, rolled past the American company with 137,500 sales.
Hyundai/Kia posted 112,800 sales and Stellantis claimed 105,700. While Stellantis has 14 brands, only four of them (Peugeot, Citroen, DS and Fiat) offer electric vehicles.
So successful has the Volkswagen Group been so far this year that every fourth EV sold in Europe in 2021 has been one of theirs; either a Seat, a Skoda, a Volkswagen, an Audi or a Porsche.
It owns 14.5% of Europe’s EV sales from January to April this year, followed by Stellantis (17.1%), Renault/Nissan (12.5%) and Tesla (11.9%), with Hyundai/Kia (11.7%) nipping at Tesla’s heels.