1/20 - 07XX
1/20 - 12XX
Interesting that they got as high as 1200 in January. The highest VIN numbers that I have seen in California are just over 1900. Assuming that they started 2020 production in December like they did the previous model year, then this indicates they did a run in December and January and then slowed production after that.
For comparison in 2018 about 24,000 Clarities were produced for the U.S. market. In 2019 only about 7,000 were produced, nearly 6,000 of those went to California, most of the other 1,000 went to east coast ZEV states. Here we are at the end of June and they haven't even hit 2,000.
My opinion remains that these cars are expensive to produce and Honda only makes a small profit when selling Clarity without factory incentives. I think they were hoping that the $7,500 federal credit, along with some state credits would be enough to make them attractive. However I think they discovered in 2018 that they can only sell Clarity in significant numbers when there is at least a $4,000 factory incentive, with dealers often adding an additional $1,000-$2,000 discount. However I think Honda loses money with that size of an incentive and so they pulled back to California where they need the CARB credits to offset gasoline car sales, and where Clarity sells better anyway. Although they have now reduced the California factory incentive to $1,000 which probably explains why they appear to be selling fewer Clarity in California compared to last year (of course COVID-19 also). But lowering the incentive to $1,000 indicates that Honda is not willing to lose money on the Clarity even in California at the moment, since they aren't selling very many gasoline cars right now they probably don't need the CARB credits.
My guess is that it all depends now on what happens with the hydrogen version, which is what Clarity was originally designed for. They have discontinued the BEV Clarity, they had to be losing money on that one the lease price was so low. But as long as they continue to produce the FCEV Clarity I think they will probably continue to produce the PHEV Clarity for the California market, with small numbers sold in other states like currently. That's my best guess at the moment, probably a coin toss right now whether they continue with the Clarity in 2021, and again I think that mainly depends on whether they continue with the hydrogen version.