Belarus Sales: 2020

I have been sitting on this data, holding back due to its variability at times. Makes can come and go, perhaps depending on if they are affiliated with the importers association BAA or not. I went ahead anyway. Registrations for 2020 were -18% which was a common occurrence with Covid. The '+/-' column below is comparing the market share variance of 2021 with 2020.

Lada is establishing itself at the top despite a poor year, with Geely increasing strongly now in second. Renault is definitiely pulling back on volume as may be the case with VW too. UAZ popped up out of nowhere to claim 10th spot, confirming my comment on unusual variability. 

Tesla's Recent History In Quarters : 2016-2021

I have to say that Tesla has defied the odds in getting this far. They benefitted from starting from scratch, both in focus, product and assembly plants that were designed specifically for electric cars. That could also have been a negative in that they had to get all those factors just about right or blow their chance. 

Below in the chart, I've put both deliveries and production side by side. There is a repetition of very similar data but you can choose which is your preference. I'll focus on delivery data here.

In 2016, 76,000 vehicles were delivered with the medium size crossover model named X arriving during the year to support the existing large five-door liftback S. 2017 was up 35% in volume and a good result with the X (picture above) getting a full year under its belt. 

The four-door fastback styled car called the Model 3 was introduced and deliveries went through the roof. An increase of 138% was enjoyed by the company, followed by a more sedate 50% in 2019.

2020 heralded the Y model, a compact crossover. An increase of only 36% was caused by a fall in S and X sales. The combined 3 and Y models were now the volume drivers. The same situation has continued in 2021 with deliveries only 23% behind 2020 with half the year to go. Put another way, deliveries are +116% comparing the first six months of both years.  

So sales for Tesla are continuing at a pace as traditional carmakers are now rushing to catch up with them. The ICE (internal combustion engine) manufacturers haven't had the same singular focus but with many countries ending ICE sales in the near future, they are quickly switching their focal point to electric cars. The real battle has only just begun. 

Jaguar Sales By Plant : 2015-2021

Jaguar has diversified its production from just one plant in the UK back in 2015 to four plants in three countries.* Castle Bromwich was the sole plant in 2015. In that year the F-Type replaced the XK sports car. The timeline follows from here.

2016: The F-Pace was assigned to Solihull's Land Rover facility. The XFL started up in JLR Changshu, China. 

2017: Changshu was added the XEL and the E-Pace went to the contract manufacturer Magna Steyr in Graz, Austria. 

2018: The i-Pace was added to the Graz assembly, becoming the largest producer of Jaguar vehicles. The E-Pace became the third model at Changshu. 

2020: The XJ ended its long run and the replacement car is unexpectedly not released.

*There is also some assembly in India but that is included in the source plant of the model. The 2021 year is from January to March.

The decision not to put the E-Pace into Castle Bromich seemed a poor decision as it would have provided much-needed volume at that plant. Perhaps at the time, it wasn't possible to add another model to the assembly line. 

Summary: What the future holds for these four assembly plants will be decided by whether Jaguar becomes more niche than it already is.