Q1 2022 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

Diesel sales were down from a year-ago, due to limited product availability and the termination of the F-150 diesel pickup. The Mercedes Sprinter is leading the category, followed by the Chevrolet Silverado, Ram 1500, GMC Sierra, and Ford Transit. Sales of vehicles in this category are 1% of total sales in March and year-to-date. Commercial diesel models are Class 2 and 3 vehicles (volumes are estimated) and were down by a quarter due to lower sales of their underlying products, which were of course down due to poor availability. Nevertheless, commercial diesels represented 3.2% of total sales in March and for the year.

Q1 2022 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

Q4 2021 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

The diesel category is led by the Mercedes Sprinter whose availability has been increased by an expansion of the Ladson, SC plant. The Ram 1500, Chevy Silverado, GMC Sierra, and Ford Transit follow in this category, although declines in sales of the underlying products have reduced availability of the diesel versions. Ford's F-150 is no longer available as a diesel, although modest volumes of vehicles on hand are being sold. Sales in this category represent 1.5% of total December sales as compared to almost 1.3% for the previous year. For 2021, these vehicles represent 1.2% of total sales which is in line with the 2020 result. Commercial diesel models are Class 2 and 3 vehicles (volumes are estimated) and were down significantly in December and down modestly for the entire year. Sales of commercial diesels represented 3.2% of total sales in 2021, down from 3.4% in 2020.

Q4 2021 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

Q3 2021 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

The Mercedes Sprinter, Ford Transit, Chevrolet Silverado, Ram 1500, GMC Sierra, and Ford F-150 lead the advanced diesel category in that order, with all of these products down significantly from year-ago due to lost production and therefore limited availability. Sales of vehicles in this category are 1.1% of total sales in September and year-to-date. Commercial diesel models are Class 2 and 3 vehicles (volumes are estimated). Sales of these models are down by a third as compared to last September, while they are up 10% year-to-date. Sales of commercial diesels represented 3.1% of total sales in September and 3.2% for the year.

Q3 2021 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

Q2 2021 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

The Chevrolet Silverado, Mercedes Sprinter, Ram 1500, GMC Sierra, Ford F-150 and Transit lead the advanced diesel category in that order, with the Ford products down significantly from year-ago due to lost production due to the chip shortage. GM leads the category with 40% of total sales spread over its pickups and sport utility vehicles. Sales of vehicles in this category are 1% of total sales in June and year-to-date. Commercial diesel models are Class 2 and 3 vehicles (volumes are estimated) and had a very strong month across the board with the exception of the F-150 which dropped off due to product availability. Silverado, Ram, and Sierra sales did particularly well as compared to year-ago. GM leads the category when combining the Chevy and GMC entries. Sales of commercial diesels represented 3.1% of total sales in June and 3.3% for the year.

Q2 2021 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

Q1 2021 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

The Chevrolet Silverado, Ram 1500, Ford F-150, and GMC Sierra continue to lead the advanced diesel category, all up dramatically from last year. Sales of the Ford Transit and Mercedes Sprinter were also up year-over-year. Sales of vehicles in this category are 1 percent of total sales. Commercial diesel models are Class 2 and 3 vehicles (volumes are estimated) and had a very strong month across the board as pickup sales continued at a high level. Chevrolet Silverado and GMC Sierra sales did particularly well as compared to year-ago. Sales of commercial diesels represented 3.5 percent of total sales in March and for the year, up from around 2.5 percent last year.

Q1 2021 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

Q2 2020 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

Sales of commercial diesels represented 3.2 percent of total sales so far this year, up from 2.2 percent in 2019. The strong sales of pickups in Spring of this year and June in particular enabled these products to garner 3.4 percent of total vehicle sales.

The Ford F-150, Ford Transit, Ram 1500, Chevrolet Silverado, Mercedes Sprinter, and GMC Sierra lead the advanced diesel category (in that order), and represented over 95 percent of total sales in June. Sales of cars, crossovers, and utility vehicles in this category have practically ceased with GM and Land Rover still in the market with very modest sales. While sales were down June over June for models that were sold in both years, the Ram, Silverado, and Sierra were not sold in the first half of 2019, and thus the overall category grew year-to-date and in June. The importance of 1/2-ton pickup diesel sales is clear and volumes are expected to continue to grow. GMC is particularly bullish with its plans for improving diesel sales of the Sierra 1500. Volumes of Ford's F-150 will decline in the second half of the year due to a changeover in the Fall to a new model. Sales of advanced diesels were 1 percent of total sales so far this year, up from 0.6 percent in 2019.

Commercial diesel models are in Class 2 and 3 vehicles (volumes are estimated) performed well even as Ram volumes declined. The category increased by 4 percent on the strength of particularly strong sales from the Chevy Silverado and GMC Sierra although the Ford Super Duty still led the category. The same trends were in place year-to-date with Ford enjoying a market share of over 40 percent. The Ram pickup will continue to struggle as these three-quarter and one-ton pickups transition to the current (DT) chassis platform.

Q2 2020 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

Q1 2020 U.S. DIESEL VEHICLE SALES COMMENTARY AND INSIGHT BY BAUM & ASSOCIATES

The Ford Transit, Chevrolet Silverado, Ford F-150, and Ram 1500 lead the advanced diesel category, and again represented over 80 percent of total sales in March with strong rates of growth. The Mercedes Sprinter and GMC Sierra are the other major players in this category. We would note that pickup sales are likely to disproportionately suffer in the next few months given their significant usage in business which will be looking to reduce expenditures as the economy contracts and then restarts. Volumes of Ford's F-150 are expected to decline due to a changeover in the Fall to a new model. We still expect the changeover to occur, although the timing may be modified somewhat. Sales of advanced diesels were 0.9 percent of total sales so far this year, up from 0.6 percent in 2019.

Commercial diesel models are in Class 2 and 3 vehicles (volumes are estimated) had a very strong month across the board. For March, diesel sales were strong for all entries with a 3 percent increase as compared to March 2019, while overall vehicle sales were down dramatically. Year-to-date, volumes were up strongly although this will certainly change in coming months given the stoppage in the economy affecting these vehicles. GM and FCA were competing strongly among these pickup entries in the first quarter, leading to strong sales. Sales of commercial diesels represented 2.8 percent of total sales so far this year, up from 2.1 percent in 2019.

Q1 2020 U.S. DIESEL CAR SALES BY BRAND AND MODEL

NOTE: Data and analysis supplied by Alan Baum, Baum & Associates, and is subject to change, pending new updates and select data availability for some models and markets. Data includes passenger vehicles in Class 1-3 including heavy-duty pickup trucks and vans. Media outlets interested in the full data contact dtf@dieselforum.org

2020 U.S. DIESEL CAR SALES BY BRAND AND MODEL