Lucid Deliveries/Production : 2025 (Q1)

Deliveries were up 58% for the first quarter, reaching 3,109. It was also the best quarter yet, albeit by a slender margin. Production was also up, 63% in this case. The local number was 2,212 with over 600 kits sent to Saudi Arabia for assembly there. As I don't know how much in excess of 600 it was, I added exactly that number. 

A good result although if the kits going to Saudi Arabia are not yet counted as deliveries, then the 3,109 sales were well over the 2,212 produced. The press release lacks the detail to clarify that so best to see it at face value as a good result and let Lucid concern itself with inventory levels.

Data source: Lucid.

Rivian Deliveries & Production Figures : 2025 (Q1)

Rivian delivered 8,640 vehicles in Q1 2025, which was down 36% compared to the corresponding quarter a year earlier. 

First quarters can be lower as was the case in 2023 when just 16% of sales were in Q1. 

However, that was early in the life of the company and 2014 quarters were more even.

                              So the 2025 Q1 figure is disappointing whatever way we try to look at it. Rivian has a target of 46,000 for the year or 11,500 per quarter so the next three will have to be much better to achieve that. 

At first glance, the fact the company made 14,611 for Q1 seems too high. The explanation is that a new model (R2 picture above) is coming in 2026 so later this year production will be compromised as the factory is readied for that. So inventory is being built up to meet sales demand while production is affected.

Data source: Rivian. 

Nio Global Sales : 2025 (Q1)

The company started selling its first road car in 2018, having made a handful of track sports cars beforehand. It was soon struggling financially but with the help of funding it survived that. It's known for battery swap stations which overcomes wait times for recharging. 

Nio is a premium electric car marque in the mould of Tesla. During 2024 it added a mainstream electric brand ONVO which stands for On Voyage. Soon will follow the Firefly sub brand to challenge smart and even MINI. 

In 2023, it sold 160,000 cars and 222,000 a year later. In the first quarter of 2025, 42,000 Nio and ONVO cars were delivered, up 40% for the quarterly comparison.  

Data & photo source: Nio.

Splitting the two marques numerically, in 2024 73,000 Nio and 21,000 ONVOs were delivered. Looking at 2025, the chart to the left shows monthly deliveries for both.

ONVO has experienced headwinds and hasn't been as well received as hoped. The company is still confident things will improve as it addresses problems the brand has faced.  

The top photo is of the Nio ES8 SUV and the one below is the ONVO L60 coupe SUV which is the only current model for the latter. The full sized ONVO L90 SUV is however coming. 

Tesla Deliveries & Production Figures : 2025 (Q1)

Tesla deliveries were 336,681 for the first quarter of 2025. That was down 9% in the corresponding period of 2024. Q1 2024 was also down (13%) so it's too early to say how the full 2025 will end up. Production was also down, by 12%.

What can be noted is that while 2023 deliveries were growing strongly, 2024 was flat despite the assistance of the Cybertruck. There are only so many customers wishing to buy an electric car and the competition is intense. 

To me, other products are looking fresh and up to date while Tesla's passenger car range is starting to look dated. In the case of the Cybertruck, its styling is different but also weird and has had too many issues. 

In 2024 I had to adjust the figures as the quarterly numbers didn't match the end of year totals. 

Data source: Tesla.

Belgium Passenger Car Sales : 2025 (Jan-Mar)

Registrations were down 5% for March and -14% YTD.  That doesn't sound too good and it isn't as 2024 wasn't very good compared to better years.  

BMW became the best selling marque in 2021 and hasn't reliquished it. The 12.3% for 2025 is its best ever market share in Belgium and year on year improvements in that regard since 2019. 

VW is in second place, a brand that has had the ead on and off for many years. It isn't uncommon for different brands to be at the lead. That makes BMW consistent number one all the more surprising, as is the margin over second placed VW. 

Mercedes-Benz' third place improves its market share, the same applies to Renault. Audi hasn't been as fortunate, dropping from third to fifth. Registrations are down 32% YTD.

Tesla looks not too bad at 15th...until it's compared to last year's 10th ranking. With sales down 58% YTD, it's not going well so far.

For the three months so far Volvo was down 47% and Mazda dropped 52%. MINI was up 60%, Polestar improved its numbers by 68% and BYD gained 91% volume. 

Chinese brands haven't been that successful here so far but some of their increases are impressive but from a low level of sales in 2024.  

For the 2024 article, simply click on the link below:

By brand.

Data source: FEBIAC.

Picture Source: BMW & MINI Belgium.