Wednesday, November 1, 2017

Fast-Charging EV Stock - Q3 2017

Here is an update to the table:


            Number of EV's sold by type of Fast Charging protocol

YearChademoCCSTesla
201133.301
201238.8522.721
201372.7013.39122.442
2014100.28025.52131.655
2015
2016
YTD 2017
TOTALS
108.680
96.921
92.045
542.780
45.273
45.690
67.606
187.481
50.567
76.243
73.227
256.855

CCS better, but Chademo (still) in the lead

As one can see, Chademo still has the lead, but this year sales numbers are lower than expected, mostly due to the Nissan Leaf generation change, while CCS is having a significant boost, as BMW i3, Chevrolet Bolt, VW e-Golf and Hyundai Ioniq Electric are all adding volume to their sales. On the other hand, most brands behind it are still focused on plug-in hybrids, that don't include fast-charging.

2018 will be an all important year in the race between Chademo and CCS, as the new Nissan Leaf will defend Chademo's lead over the rising CCS-Armada of BEV's.

Given the large amount of brands getting behind CCS, it looks this protocol will win the race in the long run, but with Chademo stock now at over half a million units and a new Leaf around the corner, which is expected to deliver some 100-200k units/year, do not expect Chademo to go away anytime soon, with the most likely scenario being a "gasoline/diesel" repetition with "CCS/Chademo" being offered as standard features in fast charging stations for at least another decade.

Finally, while the Tesla SC is not intended to fight the other two, the truth is that strong sales of the Tesla brand kept its lead over the CCS and with the ever-expanding network, top-of-the-range charging abilities and the undisclosed numbers of the popular Model 3 being added in the following years, expect the Tesla SC to remain a popular fast charging standard in the next decades. 









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