It's virtually all Tesla. That's all you really need to know. The rest of this post is just adding a bit of context.
U.S. EV Sales June 2019
June 2018 Sales: 25,029
June 2019 Sales: 37,582
Tesla Sales June 2018
Model 3: 21,225
Model X: 2,725
Total Sales: 25,700
% of All EV,PHEV, Hybrid Sales: 68.3%
% of EV Sales Only: 84%
How are the Tesla killers doing? DOA. June Sales:
Chevrolet Bolt 1,659
Nissan LEAF 1,156
BMW i3 473
Volkswagen e-Golf 366
Audi e-tron 726
Jaguar I-Pace u/a (228 in May)
smart ED 74
Honda Clarity 52
Hyundai Kona 116
Fiat 500e 25
Kia Niro 49
Kia Soul 0
If you scratch your head over why so many attack Tesla constantly and usually unfairly, these numbers tell the story. Without Tesla there is no EV revolution. Chevy is discontinuing the Bolt. The Audi e-tron has already been recalled and it's just out. The Jag I-Pace is going nowhere. Neither the e-tron or the I-Pace is as advanced as the Model S was when it was first introduced in 2012. The rest of the auto industry is 10 years behind Tesla and consumers know it.
To be accurate, Model S and Model X sales are down over last year for the same periods, not horribly, but down. Why? The Model 3 is obviously cannibalizing the MS some. There is no question about that. There is also the refresh issue. Everyone in the Tesla community knows yet another refresh for the Model S/X is coming this fall, a substantial one. Tesla upgraded the suspensions and battery management increasing range with the Raven refresh this spring, and sales have picked back up some, but the real update with possibly even a new exterior look, comes in September. The Tesla community knows this and are waiting to order. I know I am.
Galileo Russell, home office Tesla analyst extraordinare, recently attended some kind of innovators conference for autos in San Francisco. He left bitterly disappointed in the attitude he saw in legacy auto execs. They're still wishing EVs would go away, are in outright denial or believe they have plenty of time to adjust and drop electric motors in the cars they already make. Gally described them as lost in the past and clueless about the future.
IOW, the key to the kingdom is still held by Tesla. Outfits like Rivian aren't up and running yet. The legacy automakers are so far behind Tesla in EV technology they are in danger of not catching up before it's too late.
With all that said, the truth is Tesla is still carrying the banner. Big oil et al are convinced that if they can kill Tesla they can still save their fossil fuel empire.
This is why we're seeing the attacks on Tesla ratchet up the more successful the company becomes.
What the old school doesn't realize is it's really already too late to pull a Preston Tucker move on Tesla. Even if they were to succeed at siccing the SEC on Tesla or some other subterfuge that damages the company to the point it's no longer financially viable, a big tech company like Apple or Google would buy the pieces and put it back together. If Silicon Valley passed, the Chinese would do it.
I wish legacy car makers would get their act together. The rub is it becomes clearer every day they're incapable of catching up and would rather play ostrich anyway.