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Electric Vehicle sales peaked in Q4 2021, Tesla dominates market share with 72%: KBB

(Credit: Tesla Greater China)

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A new report from Kelley Blue Book indicates electric vehicle sales peaked in the United States in Q4 2021, accounting for 4.5 percent of all automobile sales in the final three months of the year. Despite widespread parts and chip shortages that plague the industry to this day, 2021 was the United States EV industry’s most successful year, with nearly 148,000 electrified units sold. Tesla led all manufacturers in the EV segment with 72 percent of all EV sales for the year.

The KBB report says nearly 500,000 fully-electric vehicles were purchased last year. However, it seems the entire landscape of the “electrified” category is picking up traction. Whether it would be a fully-electric car, hybrid, or plug-in hybrid, consumer data seems to show more emphasis on buying sustainable vehicle options. While fully-electric models are preferred for environmental reasons, KBB also includes plug-in and standard hybrid sales in its estimate of electrified vehicles sold, which amounts to nearly 1.5 million, it says.

“Electrified vehicle sales accounted for 9.7% of all sales in 2021, and in the fourth quarter, 11.8% of sales were electrified,” KBB said in the report. “Yet sales might have increased even more last year if inventory and supply issues had not been as problematic. For example, battery and production troubles all but eliminated Chevrolet Bolt and Bolt EUV sales in the second half of the year, and hybrid-leader Toyota struggled with inventory throughout much of the fourth quarter.”

It is important to note that electrified vehicles include battery-electric, hybrid, and plug-in hybrid powertrains.

In the fully-electric segment, Tesla stayed atop the leaderboard in terms of market share, owning 72 percent of all EVs sold in 2021. Tesla owned 80 percent of the market share in 2020, but the company increased its overall delivery figures by 71 percent, delivering over 934,000 cars last year. Additionally, the loss of market share should not be considered a negative in Tesla’s eyes, given the company’s mission. Tesla continues to fend off competitors that emerge nearly every day. Q4 was especially potent, as 25 different EV models sold during the quarter, meaning there are plenty of options besides the four in Tesla’s lineup. Despite plenty of attractive options from other manufacturers, Tesla still remains the most purchased full-EV manufacturer in the market by a considerable margin.

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According to a more in-depth analysis of the figures from KBB parent company Cox Automotive, the Model 3 was the second most popular EV in the country, being outsold only by the Model Y, which reached a whopping 39.1 percent of the total market share in the United States. The third-most-popular car in the U.S. automotive market for EVs was the Mustang Mach-E from Ford, accumulating 27,140 sales and 5.6 percent of the EV market share.

Tesla Model Y wins Cars.com’s Best Electric Vehicle of 2022 award

2021 presented encouraging figures for the growth of the EV sector in the U.S. It will be interesting to see what 2022 brings as more electrified models are set to hit the market before the year ends. The biggest catalyst to EV sales in the coming years could be the emerging EV pickup market, which will have new additions with the Ford F-150 Lightning in 2022, and Tesla Cybertruck and Chevrolet Silverado EV in 2023.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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GM CEO Mary Barra says she told Biden to give Tesla and Musk EV credit

“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”

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General Motors CEO Mary Barra said in a new interview on Wednesday that she told President Joe Biden to credit Tesla and its CEO, Elon Musk, for the widespread electric vehicle transition.

She said she told Biden this after the former President credited her and GM for leading EV efforts in the United States.

During an interview at the New York Times Dealbook Summit with Andrew Ross Sorkin, Barra said she told Biden that crediting her was essentially a mistake, and that Musk and Tesla should have been explicitly mentioned (via Business Insider):

“He was crediting me, and I said, ‘Actually, I think a lot of that credit goes to Elon and Tesla…You know me, Andrew. I don’t want to take credit for things.”

Back in 2021, President Biden visited GM’s “Factory Zero” plant in Detroit, which was the centerpiece of the company’s massive transition to EVs. The former President went on to discuss the EV industry, and claimed that GM and Barra were the true leaders who caused the change:

“In the auto industry, Detroit is leading the world in electric vehicles. You know how critical it is? Mary, I remember talking to you way back in January about the need for America to lead in electric vehicles. I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. You did, Mary. You electrified the entire automotive industry. I’m serious. You led, and it matters.”

People were baffled by the President’s decision to highlight GM and Barra, and not Tesla and Musk, who truly started the transition to EVs. GM, Ford, and many other companies only followed in the footsteps of Tesla after it started to take market share from them.

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Elon Musk and Tesla try to save legacy automakers from Déjà vu

Musk would eventually go on to talk about Biden’s words later on:

They have so much power over the White House that they can exclude Tesla from an EV Summit. And, in case the first thing, in case that wasn’t enough, then you have President Biden with Mary Barra at a subsequent event, congratulating Mary for having led the EV revolution.”

In Q4 2021, which was shortly after Biden’s comments, Tesla delivered 300,000 EVs. GM delivered just 26.

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Tesla Full Self-Driving shows confident navigation in heavy snow

So far, from what we’ve seen, snow has not been a huge issue for the most recent Full Self-Driving release. It seems to be acting confidently and handling even snow-covered roads with relative ease.

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Credit: Grok

Tesla Full Self-Driving is getting its first taste of Winter weather for late 2025, as snow is starting to fall all across the United States.

The suite has been vastly improved after Tesla released v14 to many owners with capable hardware, and driving performance, along with overall behavior, has really been something to admire. This is by far the best version of FSD Tesla has ever released, and although there are a handful of regressions with each subsequent release, they are usually cleared up within a week or two.

Tesla is releasing a modified version of FSD v14 for Hardware 3 owners: here’s when

However, adverse weather conditions are something that Tesla will have to confront, as heavy rain, snow, and other interesting situations are bound to occur. In order for the vehicles to be fully autonomous, they will have to go through these scenarios safely and accurately.

One big issue I’ve had, especially in heavy rain, is that the camera vision might be obstructed, which will display messages that certain features’ performance might be degraded.

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So far, from what we’ve seen, snow has not been a huge issue for the most recent Full Self-Driving release. It seems to be acting confidently and handling even snow-covered roads with relative ease:

Moving into the winter months, it will be very interesting to see how FSD handles even more concerning conditions, especially with black ice, freezing rain and snow mix, and other things that happen during colder conditions.

We are excited to test it ourselves, but I am waiting for heavy snowfall to make it to Pennsylvania so I can truly push it to the limit.

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Tesla hosts Rome Mayor for first Italian FSD Supervised road demo

The event marked the first time an Italian mayor tested the advanced driver-assistance system in person in Rome’s urban streets.

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Credit: @andst7/X

Tesla definitely seems to be actively engaging European officials on FSD’s capabilities, with the company hosting Rome Mayor Roberto Gualtieri and Mobility Assessor Eugenio Patanè for a hands-on road demonstration. 

The event marked the first time an Italian mayor tested the advanced driver-assistance system in person in Rome’s urban streets. This comes amid Tesla’s push for FSD’s EU regulatory approvals in the coming year.

Rome officials experience FSD Supervised

Tesla conducted the demo using a Model 3 equipped with Full Self-Driving (Supervised), tackling typical Roman traffic including complex intersections, roundabouts, pedestrian crossings and mixed users like cars, bikes and scooters.

The system showcased AI-based assisted driving, prioritizing safety while maintaining flow. FSD also handled overtakes and lane decisions, though with constant driver supervision.

Investor Andrea Stroppa detailed the event on X, noting the system’s potential to reduce severe collision risks by up to seven times compared to traditional driving, based on Tesla’s data from billions of global fleet miles. The session highlighted FSD’s role as an assistance tool in its Supervised form, not a replacement, with the driver fully responsible at all times.

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Path to European rollout

Tesla has logged over 1 million kilometers of testing across 17 European countries, including Italy, to refine FSD for local conditions. The fact that Rome officials personally tested FSD Supervised bodes well for the program’s approval, as it suggests that key individuals are closely watching Tesla’s efforts and innovations.

Assessor Patanè also highlighted the administration’s interest in technologies that boost road safety and urban travel quality, viewing them as aids for both private and public transport while respecting rules.

Replies on X urged involving Italy’s Transport Ministry to speed approvals, with one user noting, “Great idea to involve the mayor! It would be necessary to involve components of the Ministry of Transport and the government as soon as possible: it’s they who can accelerate the approval of FSD in Italy.”

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