Deliveries of electric vehicles in Australia almost came to a halt in July, with just over 600 EVs in customer hands in the month, as a host of global forces cut supply to a minimum.
Tesla delivered just four electric vehicles in July (yes, just four). But that’s about to change, and in a big way: Thousands of Tesla Model Ys and a long waiting list of Model 3 orders are set to hit customers later this week.
Deliveries of Tesla’s Model 3, as well as new electric vehicles from Chinese automakers MG and BYD, have been delayed due to Covid-19 shutdowns and other global challenges.
What will happen once the Tesla Model Y, BYD Atto 3, and updated MG ZS EV arrive on our shores we’ll get to later, but the bottom line is, based on the latest figures from Vfacts and data compiled independently of manufacturers of automobiles by The Driven, the Polestar 2 obtained the title of “best-seller” in July.
This really comes down to when the vehicles can be delivered. And keep in mind that the Polestar 2, like the Model 3, Atto 3 and ZS EV, is made in China, at the Geely and Volvo plant in Luqiao.
Volvo’s Geely-owned sister delivered just 100 cars to customers in July, well ahead of Volvo’s 17 XC40 Pure Recharged as the Swedish brand prepares for next year’s model coming in October.
Despite the reported popularity of the hard-to-find and hard-to-tow award-winning Ioniq 5, it is Hyundai’s Kona EV and Ioniq Electric that have driven the South Korean brand’s electric vehicle sales in July.
In fact, when it comes to brand, Hyundai came out on top. While Tesla, which remains the overall market leader for the year, delivered just 4 cars in July, Hyundai delivered 83 Kona EVs, 69 Ioniq electric fastbacks and 25 Ioniq 5s to customers, or 177 in total.
Kia has delivered 52 of its equally hard-to-find EV6s as it waits for the updated e-Niro to hit the roads in the coming months.
Porsche continues to deliver reasonable quantities of its high-end electric sports car, with Mercedes-Benz reporting that it sold 22 each of the EQAs and EQCs, while only 8 EQC large SUVs were taken. BMW sold only 8 of each of its i4 and iX.
While there are still a few numbers to be entered from automakers (Vfacts doesn’t report transmissions separately for models with the same name), we can also add 3 Jaguar I-Paces and 14 Audi e-Trons to the list.
Sales of electric vehicles in the second half poised to take off
While just over 10,000 EVs have been delivered to customers in the first seven months of 2022 – roughly the same as 2021 – the second half of the year is going to look very, very different.
Tesla is believed to have received about 15,000 Model Y orders, not all of which will be delivered by the end of the year.
But many of them will be, along with at least 3,000 BYD Atto 3s according to communications from China’s auto giants.
MG has confirmed that its ZS EV, which was expected in July, will go live next September.
With at least 300 ZS EV orders taken, a spokesman for the SAIC-owned brand said in a note that “production performance is improving with deliveries to customers who have already ordered arriving in September and staggered intervals during the fourth quarter. “.
MG also reportedly has a number of units yet to be taken by customers, which it says are “available for immediate delivery”.
Electric 4x4s can’t get there fast enough
The elephant in the room is, of course, the gaping hole in the electric 4×4 market. As EV researcher Jake Whitehead, who is based in the US, noted Monday, models like the Ford F-150 Lightning and Rivian R1T will “sell like hotcakes.”
Australia you just need the right policy signalsthat is, fuel emission standards that are in line with those abroad, so that automakers put the fledgling market on an equal footing with foreign interests.
Bridie Schmidt is associate editor of the drivensister site of Renew Economy. She has been writing about electric vehicles since 2018 and has a keen interest in the role zero-emission transport has to play in sustainability. She has participated in podcasts such as Download This Show with Marc Fennell and Shirtloads of Science with Karl Kruszelnicki and she is a co-organizer of the Northern Rivers Electric Vehicle Forum. Bridie also owns a Tesla Model 3 and has it available for rent at evee.com.au.