US Electrical Car Gross sales Up 480% vs This autumn 2019, Fossil Gas Car Gross sales Down 2%

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It’s time for one more take a look at how the US auto trade has modified in recent times, on this report focusing in on the 4th quarter and increasing from 2024 again via 2019. Let’s dive in and see how issues have modified throughout the trade first, earlier than narrowing right down to the auto model stage.

As you may see in these first two charts, post-COVID, the auto trade has been rising steadily and fairly strongly prior to now three years. Auto gross sales grew 7% in This autumn 2024 versus This autumn 2023, 16% in comparison with This autumn 2022, and 27% in comparison with This autumn 2021. Nonetheless, that stated, the trade has not recovered to its pre-COVID stage. This autumn 2024 had 2% fewer gross sales than This autumn 2019, or about 85,000 fewer gross sales.

Zooming in on fossil gas automobile gross sales, we are able to see that the story is a bit worse for these “old-school automobiles.” Non-electric cars nonetheless had 7% extra gross sales than within the 4th quarter of 2023, however had 13% greater than This autumn 2022 (in comparison with 17% extra within the total market) and 21% greater than This autumn 2021 (in comparison with 27% extra within the total market). That’s nonetheless progress, after all, however then in comparison with This autumn 2020, gross sales have been down 7%, and in comparison with This autumn 2019, gross sales have been down 9%.

What does that imply? Naturally, meaning EVs have seen sturdy progress over the previous 5 years. EV (pure battery-electric automobile) gross sales have been up 15% within the 4th quarter of 2024 versus the 4th quarter of 2023, up 61% in comparison with the 4th quarter of 2022, up 146% in comparison with the 4th quarter of 2021, up 284% in comparison with the 4th quarter of 2020, and up 480% in comparison with the 4th quarter of 2019.

Simply taking a look at 4th quarter 2024 gross sales by auto model, Toyota, Ford, and Chevrolet sit nicely above the remainder. Totally electrical auto model Tesla was down in tenth, at lower than a 3rd of Toyota and Ford gross sales and roughly a 3rd of Chevrolet gross sales. Different absolutely electrical manufacturers are additionally in the marketplace after all — Rivian, Lucid, Polestar, Brightdrop, and Fiat — however they’re all down at or close to the underside of the gross sales chart (for now).

When you actually need to spend quarter-hour or so taking a look at a chart, the one above has an unlimited quantity of element. There’s additionally an interactive model of it on the underside of this text.

The subsequent 10 charts look in additional element on the modifications by model quarter over quarter going again to 2019 (modifications in each share phrases and quantity phrases). I’ll begin by trying again additional (to This autumn 2019) to focus on extra dramatic modifications out there, however there are additionally notable modifications in recent times.

After all, Tesla grew a ton from 2019 to 2024, by 203%. Considerably surprisingly, Genesis truly beat that with with 265% progress (however at a a lot decrease quantity). In the meantime, there are large losses amongst varied auto manufacturers (Jeep, Dodge, Ford, Nissan, Ram, Alfa Romeo, Fiat, and Infiniti most notably).

It’s an analogous story in comparison with This autumn 2020, however Genesis had an excellent increased progress share! (352%) On a quantity foundation, it’s Kia and Hyundai which are proper behind Tesla by way of enchancment over This autumn 2019 and This autumn 2020.

COVID clearly threw the market right into a whirlwind for a couple of years. Nonetheless, trying again to final 12 months, we are able to get a extra regular, steady-state market comparability. On this case, Chevrolet stands out with progress of almost 69,000 gross sales in This autumn 2024 in comparison with This autumn 2023. GMC, Ford, Kia, and Honda additionally did fairly nicely.

Nonetheless, on a share progress foundation, it was small gamers — particularly electrical ones — doing very nicely. Fiat, which is now 100% electrical within the US, grew 317%. Brightdrop, a 100% electrical model from GM, grew 227%. Them after Chrysler rising 166%, 100% electrical Lucid grew 79% 12 months over 12 months. After all, these are all ranging from very small ranges, nevertheless it’s progress nonetheless. Apparently, Cadillac was excessive up on that checklist as nicely and it’s been main the legacy auto marketplace for the share of its gross sales that are actually electrical automotive gross sales.

Another large takeaways from these quarterly comparisons and the auto trade modifications of the previous 5 years?