2022 Irish EV Sales

Little secret, we don't always get to every call in 2 hours but we are the only ones in the country in the industry with engineers and vans within 2 hours of all the customers depots (supermarkets and fuel stations of all things!)

But if we start missing too many calls on time because the van is charging after a busy day it wouldn't go down well. Plus a massive inconvenience for the engineers, and will they be charging at home etc...

For a van driver that works locally only or knows exactly where they are going each day 200kms could work. But not for us, the way things are anyway

Bizarre that some chap on boards can tell us more about EV profitability than the large global OEMs; they would only build EVs if they were more profitable than ICE, and given around 40% of the cost is battery, it is due to the cost of this element

They can't only build EVs because they simply can't get enough batteries. It's not profitability making the decision, but partly supply constraints.

Yeah I'd agree with this viewpoint, take the Peugeot e208 as an example. IIRC the price difference between the base petrol and electric was around €8k for the same trim level (please correct me if I'm wrong)

Does that really sound like it's all down to the battery? And that's assuming they save nothing by not building a petrol engine or drivetrain

So while a bit of a price premium can be explained by the cost of batteries, the manufacturers are definitely taking the opportunity to get some extra cash

There's some that are doing better then others. VW for example seem to have no issues with battery supply, it seems to be semiconductors or wiring harnesses that hold them back.

Kia/Hyundai seem to be in a similar boat and if we're a secondary market then they'll likely always be constrained on sales somewhat

I for one wish they'd been slower on the uptake 😬

I thought OEMs had legally binding emissions targets to meet so they need a certain amount of EVs to offset their ice sales. As the average emissions allowance is reducing year on year they need to sell a higher proportion of EVs each year. They seem to have no problems manufacturing this bare minimum number of BEVs each year, but making any more than that seems very hard for some reason.

Some will find it easy to keep believing the nonsense that some large global oems are spinning such as Toyota. Price up a new replacement engine and an automatic gearbox for a modern car. It’ll buy you a good chunk of an EV battery. Bizarre

The lack of EV grants and no significant disincentive to buying ICEs may also be a factor. As many, many EV advocates continue to argue, the vast majority of Irish drivers travel less that 40 - 50km daily and charge almost exclusively at home. Only reason smaller EVs are not selling here is that manufacturers make more money from selling bigger cars.

^^ Yeah, so the real world figure of 200kms is about spot on.

200kms is pretty standard for most small commercial EV’s currently for sale. Ok for your local flower shop doing deliveries but far from adequate for most use cases. While businesses can still vat back on diesel etc. , there’s very little incentive for them to make the switch.

I would say a strong growth. Alot of cars ordered in 2022 will only arrive in 2023 leading to a boom next year.

There are a few reasons to think why new car prices won’t come down when supply is resolved. They just may not increase as much as other things when supply constraints are resolved. The EU is expecting to be above it’s target of 2% inflation to the end of 2025 which means skewed economics for many things. For cars add the reducing government levy, higher interest rates so worse financing deals, lower second hand car prices. The fuel and electricity prices can still be volatile. China is re opening so there is more volatility that stability in next few years

imo this makes any 221-223 EV a good deal (relative to other things)

I wonder how many women buy Teslas….

anyway, the selection is very unbalanced at the moment. Lots of premium and crossover cars but few enough practical family cars at reasonable price. I’d be all over an ID3 estate. Efficiency is going to get more and more important too with electricity prices as they are. And too many of the cars in the market are needlessly massive heavy things.

Old enough to remember the aftermath of the GFC and people with money sitting in the bank were nervous to buy new cars as didn't want to be perceived as showing off they had money. We haven't reached that stage yet. It may not happen again. But just to note

I think the slowing is starting to happen already. Some reports of more cancelled orders for 2023 already in the trade. (Some might be due to late deliveries) Grant is going or definitely being reduced. The €50K EV BIK exemption is being reduced and hence EV’s aren’t as attractive as company cars as they were this time last year. Company Cars & Fleet requirements make up a huge share of new car sales.

Is he really giving out about the cost of having to charge customers cars for collection?

Miserable shower

Demand is certainly there I would say, and supply is increasing with additional factories being brought online for most brands and more models getting released

My guess is another step increase in sales, but possibly not as big as this year's. Maybe around 50-60% increase on current numbers

The transition will be quick. But not THAT quick 😂

No, but when you see the likes of Shell converting entire forecourts over to EV charging it's easy to see where they think the future is

20 euro or so of electricity for a 50000 euro car shouldn't be a problem. Nor should the logistics of scheduling charging multiple vehicles from a commercial premises that sells them. My EV came with a full charge and I absolutely expected that.

Doesn't have to be DC and don't need loads of chargers either, how many get handed over in any given day, even in January?

I worked in a bmw dealership years ago and the rhetoric was always about how to milk the customer for anything possible.

Which Chinese make a profit on their EVs? BYD make a small profit but not Nio, Li or Xpeng

They aren't going to deliver 40 cars in a single day. The dealership doesn't just roll them off the trucks and then throw the keys to the customer, the cars are checked, cleaned and all the paperwork needs to be done. There's probably only a few ID.4s delivered per day

My local VW dealership has a bunch of AC chargers and a 60kW dual plug DC charger, I'm guessing it'll do 30kW when two cars are plugged in

They seem to charge most of the cars using the AC chargers, probably overnight and then they top them up from the DC unit before delivery.

It's a pretty good system IMO, when my mum picked up her ID.3 I was able to demo plugging the car in and out so she'd know what to do at home

I'm pretty sure the dealership can handle the cost of charging. I'd say because it's an extra cost it comes out of the salespersons commission, which is why they're annoyed