The Auto Companies Electrifying Fastest in USA — EV Shares of Overall Sales

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We’ve already written about the top selling electric vehicles in the USA in the 3rd quarter and auto companies’ shares of US EV sales. Now we are on to the third analysis in this series, examining the share of auto brands’ and auto groups’ overall auto sales that were electric.

Before jumping into the charts, take a moment to ponder the matter and see if you can guess which brands and groups are electrifying fastest.

Also, note that I have left 100% pure EV companies in the charts. I like giving them the recognition, but even more so, I like showing where the eventual target is and how far away each legacy auto brand/group is from that target.

As a final note (and I am doing this to give you a chance to guess the leaders before looking at the charts), I’m including both static charts and embedded charts from Datawrapper since some people prefer the former and some prefer the latter.

Okay, your guesses should be logged by now! Check out the results:

So, starting with the brands, we can see that “top dog” in this metric is Fiat, but given that Fiat had 288 EV sales and 321 overall sales, does it even count? Well, anyway, kudos to Fiat. The big winners with a bit more relevant volumes were Cadillac (39.5% of sales being EVs in the 3rd quarter) and Audi (38.6% of sales being EVs).

Porsche and Audi were then in the next tier, with 19% and 17.8% EV share of sales getting the brands close to the big 20% marker. Then there were four more brands with more than 10% of sales being electric — Hyundai (12%), Volvo (11.8%), BMW (10.6%), and Dodge (10.6%). Yes, Dodge! Who would’ve thunk it? Hyundai is probably the most impressive to me there since it’s a true mass-market auto brand.

You can see the rest in the charts, but I’d just highlight Mazda (0%), Toyota (0.6%), Lexus (1.7%), Nissan (1.9%), and Subaru (2.2%) for their horrendous electrification rates. Shameful, especially in a third quarter when people were rushing to buy and lease EVs before the $7,500 US EV tax credit expired.

Looking at auto groups, unsurprisingly given then brand results, Volkswagen Group surges to the lead (24.0% share of sales being EVs). Far below it in second place is BMW Group (10.5%). Then you’ve got the mass-market corporations/tangled alliances of GM and Hyundai–Kia (9.4% each). After that, well, there’s not much to write home about.