Which Electric-Car Makers Are Serious? U.S. Sales Show Top Three

Two years ago, we pointed out that several electric cars now on sale were purely "compliance cars," built in minimal numbers purely to comply with California rules that require sales of zero-emission vehicles.

But almost four years after the first Nissan Leaf went on sale in December 2010, it's become pretty clear which carmakers are serious about plug-in electric cars--and which aren't.

DON'T MISS: Electric Cars: Some Are Real, Most Are Only 'Compliance Cars'--We Name Names (May 2012)

We looked at U.S. sales of all cars with a plug--whether battery-electric or plug-in hybrid vehicles--for the 10 months of this year, and calculated what percentage of a carmaker's total sales they represented.

(The exception was BMW, which only started selling its i3 electric hatchback in May--so for that maker, we used only the May-October total sales.)

We grouped the cars by maker so that, for instance, General Motors includes both Chevrolet and Cadillac plug-in sales.

And we included compliance cars; even if they're limited in volume, they do have plugs.

Here are the percentages of a carmaker's total U.S. sales this year that are made up of battery-electric, range-extended electric, and plug-in hybrid sales:

• Tesla: 100 percent

• BMW: 2.3 percent (4,534 of 201,000)

• Nissan: 2.1 percent (24,411 of 1.17 million)

• Ford: 0.9 percent (18,859 of 2.07 million)

• GM: 0.7 percent (17,969 of 2.43 million)

• Toyota: 0.6 percent (12,321 of 1.98 million)

Surprised?

A couple of things stand out for us.

First, in just six months, BMW is selling a greater percentage of total vehicles with plugs than any other maker except Tesla.

And if you look just at October sales, the number rockets from 2.3 percent over six months to 3.8 percent for last month alone.

BMW's average for the last three months--netting out the MINI and Rolls-Royce brands, in this case--is an even more impressive 4.9 percent--meaning 1 in every 20 BMWs sold from August through October has a plug.

Second, Ford often doesn't get a lot of credit for its efforts, primarily because it has trash-talked the Ford Focus Electric, its sole battery-electric vehicle.

But the plug-in hybrid Energi versions of its C-Max hatchback and Fusion sedan are logging consistent and respectable sales, with the two combined outselling Toyota's plug-in Prius in eight of 10 months this year.

Finally, the top three makers in terms of percentage all sell battery-electric cars. The second tier all sell vehicles that are partially electric and partially gasoline-powered.

Two other analyses of this question largely support our analysis.