California drivers have now bought a cumulative one million plug-in vehicles, according to data recently posted by the California Energy Commission.
The updated figures were heralded Friday by the EV advocacy group Veloz, celebrating Californians’ milestone of “1 million electric vehicles (EVs) sold”—the first state to reach this total.
But it’s not quite a million yet if you’re thinking of vehicles without fuel tanks and tailpipes. The running total of 1.054 million vehicles includes 379,000 plug-in hybrids that may be used in their electric modes to varied degrees, as well as nearly 12,000 fuel-cell vehicles.
As such, Californians had bought a cumulative 663,014 battery electric vehicles through the end of 2021—including 183,933 sales during the year.
EV sales in CA and the U.S. - Veloz (EV here means BEV+PHEV+FCEV)
For 2021, that puts battery electric vehicles plus plug-in hybrids at a 12.4% market share in California. And the sustained rise in market share through 2020 and 2021 is even steeper than market-share gains from 2017 to 2018, when the popular Tesla Model 3 arrived en masse.
The updated data confirms the Model 3 as the best-selling EV in the state in 2021, at 67,262 sales, while the Model Y is already close behind at 61,022. The Chevrolet Bolt EV was a distant third, at 12,313, despite a fire-risk battery recall that left it effectively off the market for a large chunk of the year.
Tesla Model 3
That correlates with data from the California New Car Dealers Association released earlier this month, showing that Tesla surged to a 10.5% market share in California in the fourth quarter of the year and managed a 6.5% market share for all of 2021 in the state.
California figured out exactly who that millionth owner was, and conveniently it was not the buyer of a plug-in hybrid. “Michael from Stockton” bought a Volkswagen ID.4, stacking rebates and tax credits to more than a $20,000 discount versus the electric SUV’s sticker price, according to a video from Governor Gavin Newsom’s office (below).
Veloz, however, suggests that there’s a lot of work to be done. It points to an International Energy Agency report from earlier in the year, noting that global EV market share jumped from 4.11% in 2020 to 8.57% in 2021—and effectively California hasn’t kept up with growth in Europe, where EV sales used to trail the state but now exceed 20%.
The state is targeting 5 million EVs sold by 2030, and it took more than a decade to get to 1 million. With mainstream marketing attention, a corresponding federal push, robust incentives, and a bullish approach to EV infrastructure, it might just get there.
2019 Chevrolet Volt
As of the end of 2021, cumulative U.S. plug-in vehicle sales were nearing 2.5 million—a figure that has likely been surpassed by now. In California and the U.S., the tally essentially started in late 2010 with the delivery of the first two mass-market plug-in vehicles, the Nissan Leaf and Chevrolet Volt.
Bengt Halvorson | February 27, 2022