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There are two articles: VW, Toyota Place Different EV Wagers | WardsAuto

An interesting article I spotted- AP news link

Apparently there's an EV-related law in china and some of the fine print states that EVs must transmit location and other data in real time to government agencies.

Here is the CNCDA auto outlook report for 3rd quarter
https://www.cncda.org/wp-content/uploads/Cal-Covering-3Q-18.pdf

I see some interesting numbers:

Ca. Sales (YTD 3rd Quarter)
BEV 61,386 (42% of USA sales)
PHEV 45,537 (53% of USA sales)

USA Sales (YTD 3rd Quarter)
BEV 144,505
PHEV 85,369

So these 3Q numbers are unusual, representing a number of factors. I attempt to interpret below.

(1) Normally, PHEV sales in Ca. are about 40% of USA but this year we are approaching 55% of PHEV sales sales in Ca. I tentatively attribute this to the new HOV rules in California, requiring current Ca. plug-in owners to get new plug-ins to stay in HOV beyond Jan_2019.

(1) BEV., normally Ca. is 50% of BEV market, now dropping down to 42%. What's happening here is the Tesla Model-3 sales are swamping the normal annual trends, and it would appear Tesla is selling more of the Model-3's outside of...