Well, ignoring his familiarity with spreadsheets that means that he somewhat randomly applies terms like row, column, cell, line…
Either he is deliberately trying to deceive in order to justify his beliefs or he is incapable of properly interpreting the statistics he is presenting. I do assume that he is getting his data from a reliable source (UK Government data) and has meticulously gone through every EV model on the market (any omission devalues any conclusions).
Couple of broad-brush comments – he commits the cardinal sin with any presentation of statistics by cherry-picking his examples and almost explicitly saying that these represent the overall trend. At one point, he was talking about how “red” the left hand side of the spreadsheet view was when to my eyes the red on the left was less than the green on the left. Picking out the worst examples and largely ignoring those that were less valuable to his argument undermines the suggestion that this is an objective assessment. In any case, do we know if a model going out of favour is due to factors other than an anti-EV trend, or just introduction of a new model? He talks about a drop in sales of one Renault model as if it is highly significant when registrations dropped by 92 in 2025 – against total registrations of that model of something like 28000. Not statistically very significant?
Much of his argument is based on comparison with 2025 registrations. Partway through the chat he mentions that 2025 figures are not complete and says something like, “even if these are doubled…” But he still goes on to use the numbers as if they are full-year. He does, at the end, suggest that in fact these are 9 month figures and does some sums to extrapolate to get a full year. So we do not actually know what the row-by-row figures are.
Maybe worst of all, there is no context. He misleads by showing a drop in the increase in registrations as if this is as important as a drop in registrations. It is clear, if one ignores his red/green labelling, that EV registrations have increased. How could we get a better feel, then, for what these numbers represent? Well, he could have looked at numbers as a proportion of total cars sold. At the end of the video, I have no idea how many cars in total were registered, and maybe there were market-wide factors that are relevant.
In other words, the numbers presented were interesting, but I would not draw any conclusions at all from them without a lot more information about the bigger picture within which they sit. I am not saying that his position statement that “EV sales are past their peak” is wrong. I am saying that he has not produced any reliable evidence that supports this position. Well, that’s not quite correct. His statement that sales are past their peak is wrong. What is correct is that there was an increase in sales (based on his 9-to-12 months extrapolation) and it is the rate of increase that has fallen.