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Freegrass

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Re: Electric cars
« Reply #5600 on: May 14, 2024, 09:25:32 PM »
Nearly all major car companies are sabotaging EV transition, and Japan is worst, study finds

https://thedriven.io/2024/05/14/nearly-all-major-car-companies-are-sabotaging-ev-transition-and-japan-is-worst-study-finds/

A damning new report has shown that nearly all major car companies are actively sabotaging the world’s efforts to avoid catastrophic global warming. The lobbying strategies being used by the world’s largest automakers are putting global climate targets at risk and threatening the electric vehicle transition, according to the new report released by InfluenceMap.

Titled Automakers and Climate Policy Advocacy, the report provides analysis on the anti-EV lobbying activities of 15 of the world’s largest automakers in seven key regions around the world. The study uses industry-standard data from S&P Global Mobility on automakers’ forecast electric vehicle production.

In addition to scoring automakers on their climate policy sabotage, InfluenceMap also found the industry’s own EV production forecasts fail to meet the IEA’s (International Energy Agency) updated 1.5°C scenario of 66% EV market share by 2030.

The report says Japanese automakers are the least prepared for the EV transition and have the most active, strategic engagement against it.

This latest global report follows another damning report in 2023 by InfluenceMap which through FOI requests revealed the behind-the-scenes lobbying efforts of the Federal Chamber of Automotive Industries (FCAI) to water down and delay pro-EV policies in Australia.

Negative lobbying “a key barrier to climate policy”

Aside from Tesla, only Mercedes and BMW have EV production forecasts that align with the IEA’s updated 1.5°C scenario which requires 66% of all new car sales to be EVs by 2030.

“Toyota, with a Performance Band score of D, remains the lowest-scoring company and is found to be driving opposition to climate rules in multiple regions.” says the report.

“In regulatory comments submitted in 2023, Toyota advocated to weaken GHG emissions standards in the US and Australia, engaged against stringent zero-emission vehicle mandates in Canada and the UK. Globally, in 2023- 24, multiple climate policies for light-duty vehicles have been weakened following industry pressure.”

“This includes US greenhouse gas emission standards and Australia’s fuel efficiency standards.”





Auto industry groups driving opposition to climate regulation

The report says that auto industry lobby groups are sabotaging policies designed to decarbonise passenger vehicles.

“An analysis of climate policy advocacy in seven key regions (Australia, EU, India, Japan, South Korea, UK and the US) finds that auto associations are leading efforts to delay and weaken key climate rules for light-duty vehicles.”

“In the US, the Alliance for Automotive Innovation has led opposition to ambitious fuel economy (CAFE) and GHG emissions standards, while in Australia, the Federal Chamber of Automotive Industries (FCAI) led a strategic campaign to weaken fuel efficiency standards.”

“Of the eight automotive industry associations included in this study, every automaker (except Tesla), remains a member of at least two of these groups, with most automakers a member of at least five of these associations globally.”

Growing SUV sales responsible for increased transport emissions

InfluenceMap says higher SUV and light truck production, and automakers’ push for policies to promote them, is a growing climate problem.

“The shift towards larger and less efficient vehicles has led to higher CO2 emissions, with SUVs’ oil consumption accounting for one-third of global oil demand growth between 2021 and 2022.” says InfluenceMap.

The think tank says despite the higher emissions that come with diesel powered SUV and light-commercials, production of these types of vehicles is forecast to grow rapidly from 57% of all light vehicles in 2020 to 64% by 2030.

“Each automaker analyzed in this report, excluding Tata Motors, is forecasted to produce a higher combined proportion of such vehicles by 2030 as compared to 2020. InfluenceMap has also found evidence of automakers continuing to influence regulations to favor SUV and light-truck sales over smaller vehicles, such as in Australia.”

Fossil lobby undermining Australia’s efforts to decarbonise light vehicles

Nowhere has the fossil car lobby’s influence over public policy been more evident than in Australia.

After the Australian government announced its intention to introduce a new vehicle efficiency standard in February (Russia being the only other developed country in the world yet to have such a standard), the Australian fossil car lobby (FCAI) launched a scare campaign to weaken the proposed standard.

The FCAI was successful in watering down the standard resulting in allowing the industry to produce an additional 40 million tonnes of CO2 emissions compared to the original proposal.

This was despite overwhelming evidence showing the devastating impact that vehicle exhaust pollution has on human health and climate, as well as polling showing overwhelming support for the original proposed standard.

In addition to increasing new vehicle emissions thresholds, the FCAI also successfully lobbied the government to re-categorise luxury SUVs into as “light commercial class” including such vehicles as the Mercedes AMG-G 63 (price range $180,000 to $350,000), and the Lexus LX (around $200,000).

The active sabotage of efforts to mitigate catastrophic global warming by the fossil car lobby were shown to be even more damning this week after a report from the Guardian showed that most IPCC (Intergovernmental Panel on Climate Change) scientists expect the global warming to “blast past the 1.5C target”.

It also found that almost 80% of scientists expect a rise of at least 2.5C above preindustrial levels which is considered a catastrophic level of heating.


Too bad they didn't include BYD and other Chinese car manufacturers in this report. Just imagine if we didn't have China. Where would we be with batteries and solar panels? We'd only have some wind and expensive solar panels. Now China is giving us cheap electric cars. And what did Biden do today? Yes, he put import tariffs on Chinese cars. So far for American capitalism and a free market.

Biden hits Chinese electric cars and solar cells with higher tariffs

The White House said the measures, which include a 100% border tax on electric cars from China, were a response to unfair policies and intended to protect US jobs.

Read more...

When factual science is in conflict with our beliefs or traditions, we cuddle up in our own delusional fantasy where everything starts making sense again.

Espen

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Re: Electric cars
« Reply #5601 on: May 15, 2024, 05:56:38 PM »
Have a ice day!

NeilT

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Re: Electric cars
« Reply #5602 on: May 15, 2024, 06:06:32 PM »
I tend to ignore all hybrids.
Being right too soon is socially unacceptable.

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Espen

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Re: Electric cars
« Reply #5603 on: May 15, 2024, 06:30:35 PM »
I tend to ignore all hybrids.

Yes, of course you do, didn't expect anything else either!
Have a ice day!

Sigmetnow

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Re: Electric cars
« Reply #5604 on: May 15, 2024, 09:21:10 PM »
NEWS: GM has started production of the Chevy Silverado EV RST First Edition pickup truck.
• Range: 440 miles
• Price: $95k …
➡️ pic.twitter.com/9dmHtAgyLQ  Pics of the pickup
    —-
For getting work done & and towing far, Silverado EV is probably the most practical all-electric truck on the market. It’s expensive, but First Edition’s always are.  Price will come down over time. Same with Cybertruck.
5/15/24, https://x.com/sawyermerritt/status/1790718126822223968
< For less money than the current Cybertruck, this is the obvious choice (as long as you can trust the batteries…). But it’s still $100k and TBH other than gawking I’m not a fan of $100k vehicles. I’ll never buy one

——
NEWS: The upcoming Chevy Equinox EV has received its official EPA rating.
• EPA range: 319 miles for FWD, 285 miles for AWD.
• Starting price: $34,995 ($27,495 after Fed EV tax credit). …
< Plus $10,000 dealer markup 😂
<<  If I see one final receipt for $27,495 I will eat a shoe.
< Poor efficiency and slow charging speeds will make this a bad road tripper
<< Good for people who want to buy a Chevy. Keep em coming.
5/8/24, https://x.com/sawyermerritt/status/1788341492274094396
 
➡️ pic.twitter.com/mIUNHiSwiZ   4 pics.  SUV/station wagon

——
2025 Kia EV3: Everything We Know – Price, Range, Specs & More
Here’s everything we know about what’s expected to become one of the most popular electric crossovers.
The Kia EV3 will be a direct rival to the Volvo EX30 or the electric version of the Alfa Romeo Junior, and it is expected to cost around $32,000. It is about the same size as today’s Kia e-Niro launched way back in 2017, which the EV3 will probably serve as the de facto replacement for once it enters production.
https://insideevs.com/reviews/719310/kia-ev3-everything-we-know/

——
NEWS: Kia has unveiled the refreshed EV6.
• 4% more range
• 84 kWh battery (up from 77.4 kWh)
• 350kW fast charging

More details about the North American version will be released in a few weeks. Deliveries in the U.S. are expected to start in late 2024.   pic.twitter.com/rJzYQM19Gl 
5/13/24, https://x.com/sawyermerritt/status/1790186572589015391

——
Verizon electrifying Rhode Island fleet of service vehicles | News Release | Verizon
The $4.4 million deployment includes 40 Ford eTransit vans and 5 Ford Lightning trucks accompanied by 25 two-port level 2 charging stations and 2 DC Fast Charging Stations, which will be used by Fios technicians serving Verizon customers in the northern Providence region.
Verizon is planning additional electric vehicle (EV) rollouts this year in GWCs across the New England and Mid-Atlantic regions.
https://www.verizon.com/about/news/verizon-electrifying-rhode-island-fleet-service-vehicles

——
NEWS: Audi has launched a direct to consumer sales strategy in the UK for its EVs.
h/t @GuyDealership
5/6/24, https://x.com/sawyermerritt/status/1787490194410590496
➡️ pic.twitter.com/3O3VqFHMsG  Textpic: News release.

——
Volvo Cars April sales rise on strong EV demand
May 6, 2024
Volvo Cars, majority-owned by China's Geely Holding, said in a statement sales of fully electric cars were up 94% and accounted for 26% of all sales globally in the month.
https://www.reuters.com/business/autos-transportation/volvo-cars-april-sales-rise-27-year-on-year-2024-05-06/

——
The new all-electric Mercedes G-Class makes a fake V8 sound when you accelerate via a speaker under the hood.
Mercedes calls it G-Roar. All-electric G-Class is estimated to start at $180,000. Deliveries late 2024.
Full video from @BBC_TopGear:
FIRST DRIVE: Merc EQG – The Apocalypse Proof EV G-Wagen! | Top Gear - YouTube
➡️ https://www.youtube.com/watch?v=9puJZY3Oyn4&feature=youtu.be

——
Mercedes is reportedly no longer developing its electric platform "MB.EA-Large." due to disappointing sales figures for current luxury EVs.
The company wanted to electrify the new generation of its largest sedans and SUVs on this architecture.
Mercedes stopped work on the ‘MB.EA-Large’ EV technology platform
- This no longer sounds like the “electric only” strategy that was previously pursued quite stringently.
- The investment volume for the development of the platform is said to be at least in the mid-single-digit billion range.
Quote
At the Annual General Meeting last Wednesday, Ola Källenius made the following statement: “In the coming years, there will be both: Electric cars and ultra-modern, electrified combustion engines. If the demand is there, well into the 2030s.” Strategically, Mercedes is focussing on zero emissions. “That is certain,” says the Group boss. “But the transformation could take longer than expected.”
https://www.electrive.com/2024/05/13/mercedes-stopped-work-on-the-mb-ea-large-ev-technology-platform/

—-
BREAKING: Lucid has reported Q1 2024 earnings.
Highlights:
• EPS: -$0.30 vs -$0.25 expected
• Revenue: $172M vs $182M exp.
• Net loss: $684 million (vs $780M in Q1 2023)
• $2.17B cash on hand (down -13% QoQ).
5/6/24, 4:08 PM  https://x.com/sawyermerritt/status/1787575227330764854
pic.twitter.com/8656BPbO3W  Pic: data.
  —
Lucid lost about $347,000 for every vehicle that they delivered in Q1 2024.
This compares to $377,000 in Q4 2023. pic.twitter.com/Lhui5iD9Xf 
  —-
30% of Lucid's total sales in Q1 came from the Saudi Government, according to the company's earnings report.
 
< “I always offer caveats. We expect typical seasonal slowing in Saudi Arabia in Q2, and we expect typical seasonal slowing globally in Q3 as consumers go on vacation”
— Peter Rawlinson, Lucid CEO $LCID
➡️ pic.twitter.com/mCEAfOMF3F  18 sec. Audio clip. wut?!
People who say it cannot be done should not interrupt those who are doing it.

NeilT

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Re: Electric cars
« Reply #5605 on: May 16, 2024, 10:18:09 AM »
I tend to ignore all hybrids.

Yes, of course you do, didn't expect anything else either!

You know that for the EU they are dead and gone in 2035 right?  China will also remove them.

Until you get the ICE out of the vehicles you are just polishing a turd.
Being right too soon is socially unacceptable.

Robert A. Heinlein

gerontocrat

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Re: Electric cars
« Reply #5606 on: May 16, 2024, 09:13:33 PM »
US April 2024 LDV sales frpm the Argonne National Laboratory

April was a dull month for LDV sales, down by 3.3% from April 22.
BEV sales only increased by merely 0.8% from one year ago, PHEVs +9.6%, HEVs +17.8%, pure ICEVs -5.7%.

Looks like the USA transition to EVs has entered a hiatus.
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zenith

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Re: Electric cars
« Reply #5607 on: May 16, 2024, 10:05:47 PM »
ELECTRIC UTOPIA? Top 10 insane EV reports (this month)
Where is reality? Can you show it to me? - Heinz von Foerster

zenith

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Re: Electric cars
« Reply #5608 on: May 17, 2024, 04:36:21 AM »
western "capitalism" has destroyed itself. (it's actually socialism for the rich).

Why do we need Tariff’s on Chinese electric cars?
Where is reality? Can you show it to me? - Heinz von Foerster

Sigmetnow

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Re: Electric cars
« Reply #5609 on: May 17, 2024, 05:54:17 PM »
NEWS: General Motors and LG Energy have reached a settlement to establish a $150 million fund to provide relief to Chevrolet Bolt EV owners affected by defective batteries.
May 17, 2024
https://www.reuters.com/legal/gm-lg-agree-150-mln-relief-fund-chevy-bolt-ev-owners-over-faulty-batteries-2024-05-17/

—-
 
Tesla Cybertruck beats Rivian R1T in March registrations, but Ford F-150 Lightning leads in EV pickups
May 15, 2024
Quote
Tesla's recently launched Cybertruck notched more U.S. registrations in March than the Rivian R1T, which established the electric pickup segment when it beat rivals to market in fall 2021.
 
In its fourth month on sale, the Tesla Cybertruck had 1,158 registrations versus the Rivian R1T's 548. The Ford F-150 Lightning led the EV pickup segment with 2,893, S&P Global Mobility data showed. …
https://www.autonews.com/sales/new-tesla-cybertruck-beats-rivian-r1t-march-registrations
{paywalled}

—-
 
Quote
Alex @alex_avoigt
 
Germans are excited about the CyberTruck and are only permitted in small batches otherwise it would be too crowded.
5/15/24, https://x.com/alex_avoigt/status/1790746607316558193
 
➡️ pic.twitter.com/tA0hft2Z2r  14 sec, in showroom

—-
 
Hyundai Kona Electric With Small Battery Gets 3.5 Miles/kWh EPA Energy Consumption
 
The result is good, but only slightly better than in the case of the regular version.
Quote
In 2024, the Hyundai Kona Electric, for the very first time, is available in the U.S. with two battery sizes—48.6- and 64.8-kWh. Both models are among the most affordable ones with an effective price (MSRP + DST) of respectively $34,010 and $38,010.
 
It will be interesting to see whether the 200-mile Hyundai Kona Electric will attract customers looking for a basic EV. The difference between the two is $4,000 or over $65 per mile of additional range.

Because the Hyundai Kona Electric is imported and not qualified for the $7,500 federal tax credit (the incentive might be available through leasing), its competitive position is weaker. The starting price for the entry-level version is $32,675 (plus a $1,335 destination charge). Some other considerably larger models can be purchased at a similar price. …
https://insideevs.com/news/719548/hyundai-kona-electric-small-battery-epa-consumption/
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Sigmetnow

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Re: Electric cars
« Reply #5610 on: May 17, 2024, 06:08:06 PM »
—- China EVs
 
Quote
InsideEVs
 
Just how good are these new electric, software-driven cars in China, compared to their “foreign” competitors?
Reporter Kevin Williams (@GaytonaUSA) puts it plainly: “Western automakers are cooked. And a lot of this is probably their damn fault.”
 
In this in-depth InsideEVs story, Williams goes to the Beijing Auto Show to see for himself how advanced China’s car market has become. And he finds out why Chinese buyers have lost interest in cars from GM, Toyota and the rest.
5/9/24, https://x.com/insideevs/status/1788621309808672872
 
Long article.  Excerpts:
I Went To China And Drove A Dozen Electric Cars. Western Automakers Are Cooked
Quote
Most cars in the [airport] pickup area were green-plated “new energy vehicles,” made by brands of all sorts, from BYD or Geely, and even Western brands like Buick and Chevrolet. It’s quite a sight: a nation swept up in an electric car mania, as evidenced by the near-silent crossovers, vans, and sedans aggressively flying over speed bumps while dodging pedestrians headed to rideshare, taxis, or public transportation. 

Chinese people don’t really care about concepts here,” Will Sundin of the China Driven internet show told me.  “They want something they can buy and drive right away.” As we walked around, he elaborated on why Western manufacturers were losing so much ground in China. Sundin blamed it partially on Western brands' inability to electrify quickly while offering low-quality software and mediocre value in their products. 
 
Chevrolet showed off the same Equinox EV preproduction prototypes it had at the LA Auto Show in 2022. Both were locked and unavailable for in-depth viewing by the general public until a third unit showed up the next day of the show.
 
Also, the Equinox EV is still not on sale. By comparison, Li Auto’s L6 was available for viewing and purchase at Li Auto storefronts before the car’s official reveal at the Beijing Auto Show. Li Auto says it has 40,000 orders for the PHEV.
Why isn’t the Equinox EV on sale?

Instead of automakers attempting to understand and meet the needs of the Chinese market, they’d rather just sell the cars they wanted to make. By comparison, Chinese automakers seemed to have tried harder to understand the desires of Chinese people. 
Chinese buyers wanted connected cars with big screens, and by god, the automakers figured out a way to get that in there, and how to do it well. 

So at what point does blame shift from Chinese economic policy to the actions of the automakers themselves? How relevant, truly, are claims that China is “unfairly” subsidizing its EV industry to Western automakers completely misjudging the Chinese market, and low-key failing to craft products that Chinese buyers actually wanted? Why did they get so arrogant that they assumed China would buy their budget Peugeots, Citroens, Chevrolets, and rewarmed Volkswagens and Buicks forever and ever? Why the hell didn’t we subsidize our EV-building and clean energy industries like China did?
https://insideevs.com/features/719015/china-is-ahead-of-west/

——
 
NEWS: President Joe Biden is raising the tariff rate on electric vehicles imported from China from 25% to 100% beginning this year.
Biden sets huge new tariffs on electric vehicles, chips and other goods from China
Quote
The tariff increases include:
 
Electric vehicles from China: from 25% to 100% beginning this year.
Lithium-ion batteries from China used in electric vehicles: from 7.5% to 25% this year.

 
Semiconductors from China: from 25% to 50% by 2025.
Solar cells imported from China: from 25% to 50% this year.
Steel and aluminum products: from zero-7.5% to 25% this year.
Ship-to-shore container cranes imported from China: from zero to 25% this year
Hospital syringes and needles made in China: from zero to 50% this year. ..
https://www.usatoday.com/story/news/politics/elections/2024/05/14/biden-raises-tariffs-china-electric-cars-solar/73675733007/

——
 
Why Biden's tariffs on Chinese EVs will have little immediate impact on the US auto market
An extremely limited number of Chinese-made EVs are sold in the US. But secondary impacts from the tariffs could harm the US consumer.
Pras Subramanian Tue, May 14, 2024
Quote
The big headline from President Biden’s new tariffs on Chinese goods announced Tuesday was the massive hit to electric vehicles made in China.
New duties on EVs from companies like BYD (BYDDY), Geely (GELYF), and NIO (NIO) are set to quadruple in 2024, to 100% from 25% of the cost of the vehicle.

Biden’s move to protect his EV bet is not surprising. And the overall effect on the American consumer will initially be slim to none, as there are very few Chinese-made EVs for sale in America.
Currently, only Buick (GM), Lincoln (F), Lotus, Polestar (PSNY), and Volvo (VOLCAR-B.ST) ship vehicles made in China into the US, Sam Fiorani of AutoForecast Solutions noted to Yahoo Finance.
Of those cars, only Polestar imports a Chinese-made EV to the US.
Lotus just started shipping its luxury EV in extremely limited quantities. According to KBB, 1.2 million EVs were sold in America in 2023.

And the auto industry’s main lobbying arm is, not surprisingly, backing the move.
"[China has] got a major EV overcapacity problem. They’re building too many EVs — too many heavily subsidized EVs — for the domestic market and have no choice but to look abroad to offload those vehicles at budget prices. It’s happening already in Europe," said John Bozzella, president and CEO of Alliance for Automotive Innovation (AAI) in a statement Tuesday morning.
"It’s appropriate for the White House to be looking at tools to prevent the US from becoming a dumping ground for subsidized Chinese EVs."

AutoForecast Solutions' Fiorani also believes these new tariffs will slow the advance of Chinese-made EVs in America, but there could be a backdoor.
“Congress is looking to control the importation of vehicles by Chinese brands, but that will be difficult when they’re not made in China,” Fiorani said.
“Establishing production facilities outside of China, especially in Mexico or South Korea, will be one of the possible methods of getting around basic legislation.”
Later this week, for instance, BYD will debut a new plug-in hybrid EV pickup that will be assembled in Mexico

Advocates for tariffs believe protection from Chinese EV imports is necessary. Otherwise, American automakers will be overwhelmed by the competition, and a backdoor through Mexico could be the trigger.
 
Hufbauer also believes, however, that the tariffs are too extreme and likely overkill.
“The US auto industry could certainly survive and even prosper if, say, Chinese EVs and batteries were limited to 15% of the market, rather than excluded,” Hufbauer said.
https://finance.yahoo.com/news/why-bidens-tariffs-on-chinese-evs-will-have-little-immediate-impact-on-the-us-auto-market-140135630.html

——
Not what you’d expect for a “Chinese car.”
 
➡️ pic.twitter.com/hIXyTrxYt8  1 min.  Feature rich…. 😮 
People who say it cannot be done should not interrupt those who are doing it.

gerontocrat

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Re: Electric cars
« Reply #5611 on: May 17, 2024, 06:40:10 PM »
A BBC article on problems for the West with EVs. How to deal with China being the question.

https://www.bbc.co.uk/news/business-69022771
Quote
Is the move to electric cars running out of power?
Published 17 hours ago

By Ben Chu
Economics editor, Newsnight
Buoyant electric car sales are a must if we're to hit our climate targets. But EV sales in the West are down and if governments want them to recover it may have to be at the expense of their own economies.

The numbers
Any motorway driver will know the feeling: you're cruising along, miles of open road seemingly ahead and then from nowhere, a slowdown.

Something similar has hit the electric vehicle market in 2024. After years of soaring sales, growth appears to be stalling.

Replacing fossil-fuel-powered cars with EVs is central to the UK government's plan to meet its climate goals - road transport accounting for 12% of planetary emissions.

The question is whether this is a blip that will soon disappear into the rear-view mirror, or is this going to prove more enduring? And if it lasts, will governments have the stomach to do what it takes to keep the net zero show on the road?

We need to buy a lot more EVs to hit climate targets
The growth in EV sales has been remarkable. In 2020, there were 10 million EVs on the road, in 2023 there were 45 million. But sales need to stay remarkable, and the chart below shows just how.

By 2035, the International Energy Agency (IEA) says there will need to be 790 million, external EVs if we're to hit net zero by the middle of the century.

That implies growth in sales of 27% every single year, external.

That's why the fact that global sales of the world's largest EV maker, Tesla, were actually lower in the first quarter of 2024 than in the same period in 2023 has raised eyebrows.

China's largest EV manufacturer BYD has been vying with Tesla for the number-one spot. BYD also saw a slowdown between January and March.

And EV sales in Europe fell, external more than 10% year-on-year in the final quarter of last year - although in the UK total sales are running up on last year.

People just aren't sure they're worth it
In the UK, analysts say strong EV sales in recent years were fuelled by company car purchases, thanks to generous tax breaks.

But the household market is proving a tougher nut to crack, with people saying they are mostly put off by the high cost. The average price of a new EV in the US is over $60,000, external (£47,433). Prices are similarly high in Europe, external and the UK, external.

Large state subsidies and greater production efficiencies mean the average cost to a Chinese consumer is just $30,000. And BYD's Seagull hatchback sells for less than $10,000, external.

China is also making massively more EVs than its domestic market needs - it could easily flood the US and European markets with cheap cars if they weren't held back by tariffs.

Hard choices at a fork in the road
Here is the dilemma for European and US politicians. They want cheaper EVs to facilitate the climate transition, but not at the cost of undermining their own car manufacturers - the likes of Ford and Volkswagen - and local jobs.

In fact, the talk is actually of raising tariffs and other trade barriers on imports to keep out ultra-competitive Chinese EVs.

That's precisely what US President Joe Biden did this week, with a new 100% tariff on Chinese EV imports.

The IEA still projects a sales rise in 2024, which would keep us more or less on track for net zero.

Optimists hope more people will buy EVs when cut-price second-hand vehicles come onto the market in Europe and America. But that clear road is not guaranteed.

It may be that EV prices in the West do prove sticky, while China keeps churning out super-cheap vehicles.

If that happens, expect that tension between the desire of Western governments to decarbonise transport and their desire to protect domestic manufacturing champions to grow even more acute.

At some stage they might be forced to choose.
"Para a Causa do Povo a Luta Continua!"
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Rascal Dog

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Re: Electric cars
« Reply #5612 on: May 17, 2024, 08:40:35 PM »
Quote
Is the move to electric cars running out of power?
But EV sales in the West are down

Oddly, this has happened before. Example 2015 to 2017 EV sales in the USA. And not just in EVs, other products often show such pauses in growth.

Growth in a new product higher than trend is often followed by a short slowdown. Why? There are usually good reasons for the trend. Can't grow manufacturing fast enough. Can't grow infrastructure fast enough. Training people takes time. And so on. Yet the new technology has advantages that can't be ignored.

If there is growth faster than trend, then shortages and such start to increase costs and generally depress demand for a short time.

I wonder if that is all that it is happening this time.

KiwiGriff

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Re: Electric cars
« Reply #5613 on: May 17, 2024, 10:15:53 PM »
Western Automakers Are Cooked
Yip.
Down here in Australasia we no longer have a domestic industry to protect .
China in making inroads  into our market.
The early ones were a joke similar to yugo or lada in quality and presentation.
Cheap poorly built unsafe rubbish. What they are producing now is good as or better than the competition .
This change in quality has been quicker than that managed by first Japanese then the Korean  manufactures.
 Tariff's and protectionism will only hasten the demise of legacy auto is they fail to compete with what is coming in their unreal bubble's. Chinse manufactures will simply build plants  in country to get around the protectionism just as the Koreans and Japanese did before.

Animals can be driven crazy by placing too many in too small a pen. Homo sapiens is the only animal that voluntarily does this to himself.
Notebooks of Lazarus Long.
Robert Heinlein.

Sigmetnow

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Re: Electric cars
« Reply #5614 on: May 18, 2024, 01:06:17 AM »
One of these brands is not like the others.
 
US EV Sales by Brand, March 2024
⬇️ pic.twitter.com/6VxhZFvkBO 

—-
Quote
Tesla
 
⁦‪Congrats Tesla Fremont + Giga Nevada on building their 3 millionth car!
5/17/24, https://x.com/tesla/status/1791606155719966982
Group pics at the link.
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Sigmetnow

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Re: Electric cars
« Reply #5615 on: May 25, 2024, 12:56:23 AM »
ID.7 Luxury sedan.  But even in Europe, the station wagon variant of the ID.7 is the model in demand.
 
Volkswagen halts ID.7 electric sedan launch in the U.S. & Canada amid market shifts
May 23, 2024
Quote
Initially launched in Europe in 2023, the ID.7 was set to be Volkswagen’s first electric non-SUV offering in the U.S.  However, following the introduction of the ID.7 Tourer, the station wagon variant, customer demand has exceeded expectations, particularly in Germany. This high demand in Europe has influenced Volkswagen’s decision to prioritize those markets over the U.S. …
https://www.cbtnews.com/volkswagen-halts-id-7-electric-sedan-launch-in-the-u-s-amid-market-shifts/

Volkswagen Delays ID.7 for North America Over Slowing EV Market
Quote
VW's been mum on U.S. pricing, but the ID.7 was expected to start at around $50,000 for the base rear-drive version.
 
We called the ID.7 "just okay" in our first drive review published in November. While the car didn't stand out in any particular way, its smooth and quiet demeanor made it an appealing choice for those wanting an all-electric Accord or Camry alternative.
 
Volkswagen did not give a new timeline for the ID.7's entry into North American markets, saying only that it's experienced a 27.5-percent growth in sales through the first quarter of 2024, bolstered primarily by its SUVs.
 
The ID.7's delay comes at a time when market demand for electric cars seems to be dwindling. A lack of truly affordable options and struggles associated with charging infrastructure and charging times mean the buyer base just isn't there. So it's not terribly surprising Volkswagen decided to put the brakes on the ID.7's launch.
 
The German automaker isn't totally giving up on EVs, though. It still plans to launch the ID. Buzz, its fully electric, Microbus-inspired van, in the fourth quarter of 2024.
https://www.motor1.com/news/720485/volkswagen-delays-id7-north-america-launch/

 
—- Nissan pauses EV sedan development in US, widens lineup
May 21, 2024
• While Nissan's electric sedans are still in the production plan, the company expects the SUVs to be rolled out faster than its sedans.
• In March, Nissan had laid out plans to accelerate its EV transition around the globe, including seven new models to be sold in the United States by 2026 and an EV manufacturing hub in the country.
https://www.reuters.com/business/autos-transportation/nissan-pauses-plans-ev-production-us-automotive-news-reports-2024-05-21/

 
—- Li Auto delays pure electric SUV launch due to “insufficient fast charging network”
May 20, 2024
• Li Auto had pinned its hopes on the Mega MPV that touts a streamlined bullet-style shape to outsell any model priced above 500,000 yuan ($69,000) in China. The company delivered more than 3,000 units of Mega in March, while analysts had expected monthly sales of 8,000 units.
• Li Auto had installed more than 400 fast charging stations in China by mid-May. By contrast, Tesla has nearly 2,000 Supercharging stations in the country, while Nio has more than 2,200 fast charging stations and 2,415 battery swapping stations available for its EV users for rapid power up.
https://www.reuters.com/business/autos-transportation/li-auto-delays-pure-electric-suv-launch-due-insufficient-fast-charging-network-2024-05-21/
⬇️ Mega MPV image below.

—- E-trucks
Quote
Kyle Conner
 
Dang @VolvoTrucks has 8 battery electric truck models on sale globally
5/20/24, https://x.com/itskyleconner/status/1792672981724123144
⬇️ pic.twitter.com/juBbIoPehr Pic: slide at a presentation.  All are the European old standard cab-over designs.
 
—-
Quote
Zanegler
Tesla Semi Fun Fact - Drivers report that when they stop at mandatory brake-check areas to check for overheated brakes before heading down a grade, the brakes are always cool to the touch. This is a safety advantage over ICE semi's. Instead of using gears, jake-brakes and standard brakes, the Tesla semi uses regenerative braking to convert that energy back into the battery.
 
< Is it a requirement to stop and check? If so, maybe the government should give EVs an automatic pass.
Zanegler: It is a requirement and yes this law should be updated for EV trucks. CHP will ticket a semi if it doesn't stop so the Tesla drivers go through the motions.
<< EVs still have friction brakes, so it’s not a foregone conclusion that they’ll be cool. Should only happen if being driven “improperly”, but there’s no way to tell that from the outside.
OTOH it would be pretty easy to provide telemetry for this…
5/22/24, https://x.com/hinrichszane/status/1793382712624992600

 
—- Kia salesman in Sweden is tired of losing customers to Tesla
In the past week, many practically-certain Kia sales have cancelled and ordered a Model Y after a Tesla test drive.
➡️ 5/23/24, https://x.com/nicklasnilsso14/status/1793584510761631930
Textpics about the conversation & the original in Swedish at the link.

 
—- Kia has unveiled the 2026 EV3, an all electric compact SUV
Quote
• Range: Up to 350 miles
• Prices: $30k-$50k
• Up to 81.4 kWh battery
• 169" long
• 128kW charging speed
• 12.3" touchscreen
• 10%-80% charge in 30 mins
• Deliveries expected to start in 2026 in the U.S.
5/23/24, https://x.com/sawyermerritt/status/1793651881681530893
⬇️ ➡️ pic.twitter.com/5ht0KzY6Jg  4 pics, one below.

——-
 
Gravity’s New Curbside DC Fast Charger Can Add 200 Miles Of Range In 5 Minutes
The Google-backed start-up aims to bring clutter-free curbside fast charging to the U.S., starting with New York City.
Quote
… Unlike Flo's Level 2 curbside chargers, Gravity has Level 3 DC fast units. This is a big deal because curbside charging has so far been restricted to Level 2 speeds.
 
Depending on the EV and its voltage architecture, these DEAP Trees can add 200 miles of range in 13 minutes with a 200 kW dispenser, or just five minutes with the 500 kW charger. They can also deliver 1,000 volts, the company said and don’t require any utility upgrades.
 
These chargers are located on sidewalks, with a hinged swing arm holding a cable that pivots down when charging begins. The charger is mounted at the top of the pole. The swingarm is located further above, as it holds the weight of the thick high-voltage cable so that EV owners don’t have to wrestle it. Gravity says the cord can reach charging ports on either side and is compatible with all EVs.
 
When charging is complete, the arm raises automatically, and the connector latches back onto the pole. The poles don’t seem to occupy much space on the sidewalks, and the retracting mechanism of the heavy cables appears unobtrusive to pedestrians. But how weatherproof these poles would be and how reliable the swing arm would be is something only time will tell.
 
… According to the NYC Department of Transportation, curbside chargers have a surprisingly high usage rate. That's despite gas cars gobbling dedicated EV parking spots 20% of the time during the first 18 months of the city's pilot program launched in partnership with Flo.
https://insideevs.com/news/720636/gravity-curbside-dc-fast-charger-new-york/

 
⬇️ Li Auto Mega MPV;  Volvo e-trucks;  Kia EV3 interior
« Last Edit: May 25, 2024, 12:43:00 PM by Sigmetnow »
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KiwiGriff

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Re: Electric cars
« Reply #5616 on: May 25, 2024, 01:49:58 AM »
The ID.7's delay comes at a time when market demand for electric cars seems to be dwindling. A lack of truly affordable options and struggles associated with charging infrastructure and charging times mean the buyer base just isn't there.

I am sick of reading this bullshite narrative in the media .
Yet if you just read mainstream media you would think EV,s are selling in reduced numbers.
Demand for EV,s is not dwindling .
Overall  EV sales in Europe have actually increased this year.
EV's are selling at the same  market share but the overall market has grown .
https://www.acea.auto/pc-registrations/new-car-registrations-13-7-in-april-2024-battery-electric-11-9-market-share/




 
Animals can be driven crazy by placing too many in too small a pen. Homo sapiens is the only animal that voluntarily does this to himself.
Notebooks of Lazarus Long.
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Jim Hunt

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Re: Electric cars
« Reply #5617 on: May 25, 2024, 09:49:50 AM »
We drove a hired MG4 to Harrogate for the Everything Electric NORTH show.

It seems more than adequate, except that the view out of the rear window is rather limited and if it possesses a reversing camera I have yet to work out how to display it on screen. The warning beeps seem a bit too aggressive!

We're test driving a BYD Dolphin later this morning, and I'm up on stage in the Giga Theatre after that, as part of the V2x panel.
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etienne

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Re: Electric cars
« Reply #5618 on: May 26, 2024, 07:09:35 AM »
Quote
Is the move to electric cars running out of power?
But EV sales in the West are down

Oddly, this has happened before. Example 2015 to 2017 EV sales in the USA. And not just in EVs, other products often show such pauses in growth.

Growth in a new product higher than trend is often followed by a short slowdown. Why? There are usually good reasons for the trend. Can't grow manufacturing fast enough. Can't grow infrastructure fast enough. Training people takes time. And so on. Yet the new technology has advantages that can't be ignored.

If there is growth faster than trend, then shortages and such start to increase costs and generally depress demand for a short time.

I wonder if that is all that it is happening this time.
I believe that one issue in Europe is the cost of electricity on the fast charging network and the lack of charging points. One issue is the limited size of the batteries, if you load 50 kWh  at 50 cents, it is a transaction of 25 EUR, not really enough to support the costs of the infrastructure,  including the payment  scheme.
I am very happy with my Dacia Spring and it's 150 km range, but I only load it at home and have an ICE car for long distances. My son says that driving it is like driving a Bobby car.
https://www.big.de/big_fr/categories/vehicules-enfants/big-bobby-car/
Of course,  it's not the car that manufacturers dream to sale and many people can't afford a car just for local driving.

At 50 cents/kWh, it would cost me around 6 EUR/100 km, it is around 2/3 of the price of gasoline for a similar  car.

The Walrus

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Re: Electric cars
« Reply #5619 on: May 26, 2024, 04:04:52 PM »
Quote
Is the move to electric cars running out of power?
But EV sales in the West are down

Oddly, this has happened before. Example 2015 to 2017 EV sales in the USA. And not just in EVs, other products often show such pauses in growth.

Growth in a new product higher than trend is often followed by a short slowdown. Why? There are usually good reasons for the trend. Can't grow manufacturing fast enough. Can't grow infrastructure fast enough. Training people takes time. And so on. Yet the new technology has advantages that can't be ignored.

If there is growth faster than trend, then shortages and such start to increase costs and generally depress demand for a short time.

I wonder if that is all that it is happening this time.
I believe that one issue in Europe is the cost of electricity on the fast charging network and the lack of charging points. One issue is the limited size of the batteries, if you load 50 kWh  at 50 cents, it is a transaction of 25 EUR, not really enough to support the costs of the infrastructure,  including the payment  scheme.
I am very happy with my Dacia Spring and it's 150 km range, but I only load it at home and have an ICE car for long distances. My son says that driving it is like driving a Bobby car.
https://www.big.de/big_fr/categories/vehicules-enfants/big-bobby-car/
Of course,  it's not the car that manufacturers dream to sale and many people can't afford a car just for local driving.

At 50 cents/kWh, it would cost me around 6 EUR/100 km, it is around 2/3 of the price of gasoline for a similar  car.

In the U.S. (may be true in Europe also), the cost of an EV is the main roadblock.  The expiration of federal subsidies reduced the competitiveness, and the discontinuation of low-cost models further depressed sales.  In the end, it comes down to costs - at least for the general populace.

nadir

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Re: Electric cars
« Reply #5620 on: May 26, 2024, 04:37:20 PM »
Quote
Is the move to electric cars running out of power?
But EV sales in the West are down

Oddly, this has happened before. Example 2015 to 2017 EV sales in the USA. And not just in EVs, other products often show such pauses in growth.

Growth in a new product higher than trend is often followed by a short slowdown. Why? There are usually good reasons for the trend. Can't grow manufacturing fast enough. Can't grow infrastructure fast enough. Training people takes time. And so on. Yet the new technology has advantages that can't be ignored.

If there is growth faster than trend, then shortages and such start to increase costs and generally depress demand for a short time.

I wonder if that is all that it is happening this time.
I believe that one issue in Europe is the cost of electricity on the fast charging network and the lack of charging points. One issue is the limited size of the batteries, if you load 50 kWh  at 50 cents, it is a transaction of 25 EUR, not really enough to support the costs of the infrastructure,  including the payment  scheme.
I am very happy with my Dacia Spring and it's 150 km range, but I only load it at home and have an ICE car for long distances. My son says that driving it is like driving a Bobby car.
https://www.big.de/big_fr/categories/vehicules-enfants/big-bobby-car/
Of course,  it's not the car that manufacturers dream to sale and many people can't afford a car just for local driving.

At 50 cents/kWh, it would cost me around 6 EUR/100 km, it is around 2/3 of the price of gasoline for a similar  car.

Yours is a good combination. Dacia Spring is a performance-limited EV car but you can (or could) get it for less than 10k € with government subsidy. And you can charge it at home. And you keep the ICE for long trips.
Is it reliable? At least it has Renault brand and network behind for maintenance/repairs.

Sigmetnow

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Re: Electric cars
« Reply #5621 on: May 26, 2024, 06:41:25 PM »
California launching pilot program to charge drivers for miles driven
 
It could replace the gasoline tax
•  California loses money when someone replaces a gasoline-powered car with an EV. Hybrids are eroding the budget as well.
• "On average, Californians pay about $300 a year in state gas taxes. EVs have a $100 [annual] registration fee. That's a $200-million-a-year-loss." 
•  California plans to ban the sale of gasoline-powered cars by 2035, so its gas tax revenues will fall to zero.
Quote
Caltrans is proposing a solution called the California Road Charge which would record the number of miles driven annually and tax motorists accordingly. The rate hasn't been set because the Road Charge remains at the prototype stage; it's not a law yet. However, a cost simulator on the program's website lists three options: $.02, $.03, and $.04 per mile. It also argues that this system could allow some motorists to save money. For example, if you drive a 2023 Honda Pilot 1,000 miles per month your monthly Road Charge bill would check in at $20, $30, or $40 depending on which of the three hypothetical rates apply to you. The site claims the same driver currently pays $27.57 in monthly fuel taxes. It's EV drivers that will end up spending more: they'd pay the same monthly Road Charge but they currently don't pay a gas tax.
 
In theory, drivers would be able to choose how the state tracks their mileage. They could hook up an electronic device to their car, use the car's built-in tracking system or send Caltrans a picture of the odometer. "Everyone has different levels of comfort when we're managing our data between efficiency and privacy, and that's why it's really important to have options from low tech to high tech," Prehoda told ABC7. …
https://www.autoblog.com/2024/05/26/california-launching-pilot-program-to-charge-drivers-for-miles-driven/
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etienne

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Re: Electric cars
« Reply #5622 on: May 26, 2024, 09:52:45 PM »
Quote
Is the move to electric cars running out of power?
But EV sales in the West are down

Oddly, this has happened before. Example 2015 to 2017 EV sales in the USA. And not just in EVs, other products often show such pauses in growth.

Growth in a new product higher than trend is often followed by a short slowdown. Why? There are usually good reasons for the trend. Can't grow manufacturing fast enough. Can't grow infrastructure fast enough. Training people takes time. And so on. Yet the new technology has advantages that can't be ignored.

If there is growth faster than trend, then shortages and such start to increase costs and generally depress demand for a short time.

I wonder if that is all that it is happening this time.
I believe that one issue in Europe is the cost of electricity on the fast charging network and the lack of charging points. One issue is the limited size of the batteries, if you load 50 kWh  at 50 cents, it is a transaction of 25 EUR, not really enough to support the costs of the infrastructure,  including the payment  scheme.
I am very happy with my Dacia Spring and it's 150 km range, but I only load it at home and have an ICE car for long distances. My son says that driving it is like driving a Bobby car.
https://www.big.de/big_fr/categories/vehicules-enfants/big-bobby-car/
Of course,  it's not the car that manufacturers dream to sale and many people can't afford a car just for local driving.

At 50 cents/kWh, it would cost me around 6 EUR/100 km, it is around 2/3 of the price of gasoline for a similar  car.

Yours is a good combination. Dacia Spring is a performance-limited EV car but you can (or could) get it for less than 10k € with government subsidy. And you can charge it at home. And you keep the ICE for long trips.
Is it reliable? At least it has Renault brand and network behind for maintenance/repairs.
The car works fine. There are minor issues, like I have to make sure that there are no leaves on the trunk seals otherwise rain gets in (this might be improved in the new version), and the missing P position is annoying when you have to change the tires, but you can't get the cheapest model on the market and expect the best features. You can't use the car in a professional context because it doesn't load fast enough (one phase only or DC fast charger).

nadir

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Re: Electric cars
« Reply #5623 on: May 27, 2024, 12:32:41 AM »
It’s a Dacia. My brother has one (gasoline, not EV) and it’s pretty decent for its price, gets the job done. Much more value/price ratio than most EVs out there, unfortunately.

Sigmetnow

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Re: Electric cars
« Reply #5624 on: May 27, 2024, 05:36:39 PM »
NEWS: Honda reaffirmed its commitment to electric vehicles Thursday, saying it will invest $65 billion through fiscal 2031 to deliver EV models around the world, including the U.S. and China.
5/16/24, https://x.com/sawyermerritt/status/1791110797181038754
 
—-
“Ford Motor Co. has issued a ‘call to action’ to suppliers, asking for help reducing costs on electric vehicle production, where the automaker is bleeding billions of dollars”
— Auto News

Ford asks suppliers to help with profitability quest as EV survival depends on cost cutting.
By Joey Klender May 17, 2024
https://www.teslarati.com/ford-suppliers-profitiability-quest-help-ev-survival/
 
Scale helps — Tesla has demanded regular improvements from its suppliers for years

—-
Quote
Alex @alex_avoigt
 
Volkswagen has walked away from talks with Renault to jointly develop an affordable electric version of the Twingo car, two sources familiar with the situation said.
 
The collapse of negotiations would mean VW may now have to go it alone in developing its own affordable BEV. Renault will continue designing its own electric Twingo, scheduled to go on sale in 2026.
 
The only problem for VW is that their cost structure driven high up by the IGM Union salaries and inability to reduce headcount does not allow to manufacture a profitable BEV.
5/17/24, https://x.com/alex_avoigt/status/1791498552268513451

====
Xiaomi SU7 Reviewed: Yes, China's Apple Car Is That Good
Quote
Xiaomi is a household name in China (and much of the rest of the world) for manufacturing TVs, battery packs, smartphones, washing machines... well, basically everything in the world of smart devices. It's as robust as any consumer goods company with advanced software shared across most of those gadgets.

Even if you're not a fan of China or its EVs, you can start to see the appeal. Even more so when you get inside, when you can tell your car to turn on your Xiaomi smart home air conditioner, your Xiaomi smart lights, or check on your dog with your Xiaomi home camera... you get the idea. It executes on the idea Apple had, something that's tied more directly to your other devices than ever before. …
https://insideevs.com/reviews/720158/xiaomi-su7-wheelsboy-review-china/

Quote
AJ @alojoh
 
This thread aims at providing perspective on Xiaomi’s entrance into the battery electric vehicle market.
 
Some background: Xiaomi is the global #3 smartphone maker by global shipments with a 13.8% market share. On March 28, Xiaomi officially launched the SU7 battery electric vehicle (BEV) which, backed by significant marketing activities, attracted significant interest in the Chinese market.
 
Xiaomi announced SU7 orders reached 88,063 vehicles at the end of April and that 10,000 vehicles had been delivered by May 15, 2024. This delivery rate suggests 75,000 annual sales making Xiaomi out of the gates approximately half the size of NIO in terms of vehicle volume.
 
Unless Xiaomi is able to substantially increase vehicle volume further, Xiaomi is bound to generate significant negative free cash flow. A minimum of approximately 250,000 to 300,000 annual vehicle sales is needed for sustained positive free cash flows. Given Xiaomi is a significant tech company, Xiaomi’s financial profile is remarkably vulnerable, as we’ll see in the following….
.
. [Financial info / graphs]
.
7. Bottom line: Xiaomi’s expansion into electric vehicles exposes Xiaomi to significant financial risks. Xiaomi’s capacity to absorb auto business losses is limited.
It will be interesting to see how Xiaomi’s BEV business affects Xiaoimi’s financials in upcoming quarters. …
5/27/24, https://x.com/alojoh/status/1795048835288293886

 
—-
All the clamor for an inexpensive EV.  Would you buy this one?
 
Pint-Sized VinFast VF3 EV Lands Record Orders Despite Measly 130-Mile Range
That’s on the NEDC procedure, which is one of the most lenient of all testing methods.
 
According to its maker, the entry-level EV will be powered by a single rear electric motor making 43 horsepower and 81 pound-feet of torque. It can sprint from a standstill to 31 miles per hour (not 60 or 62) in 5.3 seconds.
 
The VinFast VF3 has been touted as a "social media phenomenon" in its home country of Vietnam, racking up nearly 30,000 orders in the first three days of it being on sale. But with only an 18-kWh battery and 43 horsepower, could this pint-sized EV have a future elsewhere?
https://insideevs.com/news/720071/vinfast-vf3-specs-orders/
« Last Edit: May 27, 2024, 05:44:20 PM by Sigmetnow »
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Sigmetnow

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Re: Electric cars
« Reply #5625 on: May 27, 2024, 05:42:19 PM »
Roland Pircher
—- Finally the incentives in Italy have started.
Quote
They were supposed to start in February/March. 🇮🇹
 
A total of 950 € million is available. For BEV the price cap is 42,700 €. The lowest trims of Model 3 and Model Y are in.
 
You can now buy a Model Y for 37,675 € with the lowest incentives of 6,000 €. But you can lower this with some additional conditions.
 
You get another 3,000 to 5,000 € if you have an old car to scrap. The older (Euro class) the car, the more you get.
If you are on a low income, you can get another 1,500 to 2,750 €.
Some regions have additional incentives. For example, where I live in South Tyrol, I can get an additional 4,440 €.
 
So you can get a Model Y from 25,485 to 33,235 € and a Model 3 from 23,285 to 31,035 € in my region.
5/27/24, https://x.com/piloly/status/1794977833216860198
 
 
“No one is forcing anyone to buy an EV.”
But, the same way some EV destinations are “limited” today by lack of charging infrastructure, soon some ICE destinations will be limited by regulations.  ICE drivers will need to consider their options, just as EV drivers do today.

Alex @alex_avoigt
—- If you still buy an ICE, you should know that you will no longer be able to drive it in many cities worldwide:
Quote
🇸🇪 Sweden's capital is banning petrol and diesel cars in the city center to reduce pollution and cut emissions and is one of many municipalities preparing to do so.
 
The new regulations in Sweden will come into force in just seven months, on 31 December 2024.
https://www.euronews.com/green/2023/10/11/plenty-of-space-for-walking-and-cycling-stockholm-hopes-to-transform-its-centre-with-a-car
5/27/24, https://x.com/alex_avoigt/status/1795023387128922126
 
< For many cars the same applies to Denmark: if you drive with an old car into the low emission zones of the inner cities of Copenhagen, Odense or Arhus, you will get a fine exceeding 200 Euro. You will not evade the fine as there are cameras 24/7. See: miljoezoner.dk/en/
 
<< Do they detect Tesla's or do I need to register somewhere ?
< As a Tesla driver, you are all set 👍 The camera scans your license plate and from the registration database (no matter which country) it knows if your car is clean enough. Only reason to register would be if you drive a polluting car that has installed an aftermarket filter etc.
5/27/24, https://x.com/viggo_frb/status/1795035698170360208

 
—-
Indiana, US.
Quote
NEWS: Bargersville’s fleet of 13 @Tesla police cars saves taxpayers about $80,000 a year in fuel costs compared to gas-powered police vehicles.
The town is saving enough on fuel to pay for two additional officers.
"We just traded our first car in this year and we got $17,500 for a 2019 Tesla, compared to the $5k we get for our gas-powered police vehicles.”
5/21/24, https://x.com/sawyermerritt/status/1792923844480475370
 
➡️ pic.twitter.com/niWqI9RUr6  2 min. News piece.  Because Money.  Did it for the green, not to be green.
 
The video is also embedded in this article:
Bargersville says Tesla police cars save $80k a year in fuel costs
https://www.wrtv.com/news/state-news/bargersville-says-tesla-police-cars-save-80k-a-year-in-fuel-costs

Quote
Sawyer Merritt
According to my calculations, switching all police cars in the U.S. to all-electric police cars could save taxpayers over $1.6 billion annually just in fuel savings alone.
The South Pasadena police department made their entire fleet Model Ys. It's saving them a lot.
5/21/24, https://x.com/sawyermerritt/status/1792982645191622811
 
——-
 
—- Overall, when taking recalls out of the picture, only 2.5 percent of battery packs in 2011 to 2024 model-year EVs have been replaced thus far.
May 26, 2024
https://gmauthority.com/blog/2024/05/only-2-5-percent-of-ev-batteries-have-been-replaced-so-far-research-finds/
People who say it cannot be done should not interrupt those who are doing it.

NeilT

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Re: Electric cars
« Reply #5626 on: May 27, 2024, 08:54:29 PM »
The battery thing is a bit of a misdirection.  There were cars like the leaf with poor chemistry which did not get new batteries.  They also didn't have active cooling until very recently which also caused issues.

2.5% average is pretty good considering the evolution process they had to go through.
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Sigmetnow

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Re: Electric cars
« Reply #5627 on: May 28, 2024, 07:13:14 PM »
OEMs missed their chance to pick up new EV customers while Tesla slowed in Q1.
 
The Slowdown in US Electric Vehicle Sales Looks More Like a Blip
EV sales are still booming for most automakers — even if Tesla is in a rut.
Tom Randall May 28, 2024
Quote
… For every sign of an EV slowdown, another suggests an adolescent industry on the verge of its next growth spurt. In fact, for most automakers, even the first quarter was a blockbuster. Six of the 10 biggest EV makers in the US saw sales grow at a scorching pace compared to a year ago — up anywhere from 56% at Hyundai-Kia to 86% at Ford. A sampling of April sales similarly came in hot.
 
It’s a tale of two EV markets, where consumers are flocking to some brands in record numbers while turning their backs on those with inferior battery range, slower charging and high prices, said Stephanie Valdez-Streaty, director of industry insights at Cox Automotive. Delays of new vehicles, though temporary, added to the perception of a market running out of steam.
 
“We’re still seeing growth in demand, just not at the same pace for every brand,” Valdez-Streaty said. “Right now Tesla doesn’t have new models, Ford doesn’t have a lot in the pipeline. But Hyundai, BMW, Kia, Cadillac — they’re really moving the needle forward.”
 
The two companies with the worst start to the year were General Motors and Tesla — both victims, in part, of their own product cycles. This year GM discontinued its most popular EV, the Chevy Bolt, before its replacements were ready, while Tesla Model 3 production was interrupted for a long-planned facelift to the car’s design. Excluding those two models, US EV sales in the first quarter grew a respectable 23% over a year ago, matching pace with global EV sales for the same period.
 
For the rest of 2024, GM appears to be on the brink of becoming the biggest driver of EV growth in the US. The Detroit automaker has committed to electrifying some of its biggest brands, which are finally reaching production after years of delays. That includes a $35,000 Equinox SUV and its sibling Blazer, as well as Silverado and GMC Sierra electric pickups with up to 450 miles of range.

And for all the talk of an EV slowdown, many longer-term forecasts haven’t budged. In April, the International Energy Agency estimated that US sales of fully electric vehicles will soar to 2.5 million in 2025, from 1.1 million last year.

Tesla’s gap year leaves an opening for other EV makers, but there’s a self-fulfilling aspect to all the talk of an EV slowdown in the US. Some automakers are concluding from Tesla’s stumbles that they should hold back their own investments until there’s more market clarity, said Corey Cantor, an EV analyst at BloombergNEF. Instead they should be following the lead of Hyundai and GM: Aggressively introduce affordable EV models to build economies of scale. …
https://www.bloomberg.com/news/articles/2024-05-28/the-slowdown-in-us-electric-vehicle-sales-looks-more-like-a-blip
⬇️ chart below

 
—- 
Nissan Turns To Gigacasting To Slash Costs And Complexity Of Future EVs
The automaker follows Tesla as it aims to reduce parts expenses by 10% and save a billion dollars in development costs.
Quote
… Similar to the Tesla Model Y and Cybertruck, future Nissan EVs will use gigapresses to form the rear underbody. Currently, the rear underbody consists of up to 100 parts, which will be combined into single, giant pieces using aluminum casting in 6,000-ton presses. These presses are smaller than the 9,000-ton presses Tesla uses from the Italian manufacturer IDRA, but still larger than Toyota’s 4,000-ton presses.
 
Some drawbacks of gigacasting include the high upfront costs of these large complex machines and the challenge of integrating aluminum modules with steel parts in an EV’s structure. Because steel and aluminum are difficult to weld together, Nissan will implement new fastening methods, such as self-piercing rivets and drill screw technologies, according to the report.
 
Nissan aims to have fully battery-powered cars to account for 40% of its overall sales by 2031. That would include the next-generation Leaf, which will reportedly go on sale in 2025, with production in Japan and possibly at a heavily retooled Sunderland plant in the U.K. Nissan also plans to bring sedans back into vogue, as it showcased two EV concepts at the Beijing Auto Show this year. …
https://insideevs.com/news/721136/nissan-adopts-gigacasting-to-reduce-ev-costs/

 
—-
A Tesla Can Be Built Like A Lego Set. A Legacy Car, Not So Much: Teardown Experts
A Tesla Model Y has just five components that make up the front trunk. But that’s just part of the story.
Quote
For instance, the frunk of the Model Y is made out of just five components that snap together like Lego bricks. Another frunk engineered by an undisclosed legacy automaker has 27 parts. The whole front fascia of the Model Y has just seven parts and uses only 32 fasteners and a single wire connection. By contrast, an unnamed competing car’s front fascia comprises 28 parts, uses 61 fasteners and needs two wire connections.

"The engineering of those parts is gone," Woychowski said of the cost savings. "The tooling of those parts is gone. The dunnage required to carry those parts is gone. The shipping is gone. The receiving is gone. The inventory is gone. These types of things drive down costs and enable Tesla to manufacture the car more cost-effectively." …
https://insideevs.com/news/720732/tesla-lego-manufacturing-vs-competition-teardown/

—-
2025 Rivian R1S And R1T To Get LFP Battery And Heat Pump: Leaked Doc
Rivian says the new standard battery pack will offer up to 405 miles of range in the city and 339 miles on the highway.
https://insideevs.com/news/720396/2025-rivian-r1s-r1t-lfp-battery-heat-pump/

 
—-
After years of OEM’s “growth at any cost,” the new reality means business models must turn.
 
American and Chinese car makers bet on different strategies in global fight
Quote
American automakers and their Chinese rivals are heading in different directions.
Able to produce far more cars than they can sell in China, Chinese companies like BYD are entering markets all over the world. Their global expansion comes as major U.S. carmakers — whose once-lucrative China sales are withering — have withdrawn from promising markets such as India, Indonesia and Thailand to focus on their North American base.
 
As Chinese manufacturers try to sell as many cars as possible to keep their workers employed, their U.S. competitors are betting on making each vehicle sale more valuable by selling consumers software subscriptions for entertainment, hands-free driving and performance upgrades.
 
Detroit’s strategy is to focus on profits, not volume, with “software-defined vehicles,” according to Mark Wakefield, global co-leader of the automotive and industrial practice at AlixPartners. The idea is to sell consumers subscriptions for in-car services, such as WiFi, stolen vehicle location, virtual assistants and self-driving capability.
 
Such sales would provide automakers a new source of recurring revenue. GM has set a goal of doubling annual revenue by 2030, in part by growing sales of software-enabled services.
“Business models are changing,” Wakefield said.

Last year, China became the world’s largest auto exporter, beating Japan and Germany, according to Wells Fargo analyst Colin Langan. Even as it exported 5 million cars in 2023, China has excess production capacity of more than 11 million vehicles, enough to flood global markets with low-cost products, Langan wrote in a recent report.
 
Many Chinese-produced vehicles are “high quality and offer great tech,” Langan said. Tesla CEO Elon Musk and Ford CEO Jim Farley have praised the quality of Chinese EVs and called them a serious threat to global automakers.

In Western Europe, Chinese brands have captured about 9.5 percent of the EV market; including Tesla models produced in Shanghai, the total share of made-in-China EVs doubles, according to Schmidt Automotive Research, a German firm.
 
Europe is expected to impose import duties of up to 30 percent on EVs from China in the coming weeks in an effort to protect domestic automakers, but some Chinese producers will still be able to earn “comfortable profit margins … because of the substantial cost advantages they enjoy,” the Rhodium Group consultancy concluded in a recent report.  …
https://www.washingtonpost.com/business/2024/05/18/china-us-ev-cars/
 
Gift link for limited time: https://wapo.st/3KmsmB2
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Jim Hunt

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Re: Electric cars
« Reply #5628 on: May 31, 2024, 12:06:22 PM »
I'm back in the office after a week on the road. Which included appearing on stage for two panel sessions at the Everything Electric NORTH show in Harrogate, North Yorkshire:

https://V2G.co.uk/2024/05/v2g-at-everything-electric-north-2024/

Here's our homebrew recording of the "vehicle-to-home" discussion, in which I utter a carefully calibrated four letter word:

"The most revolutionary thing one can do always is to proclaim loudly what is happening" - Rosa Luxemburg

Sigmetnow

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Re: Electric cars
« Reply #5629 on: May 31, 2024, 04:03:02 PM »
You know, especially given vehicles with a big enough battery, this Vehicle-to-Home thing might really catch on. ;)

Cybertruck powers home for 18+ hours after a storm in Texas.
 
“We had a storm two nights ago that caused a power outage (along with 500,000 neighbors).
We were spared the outage because of my Cybertruck and PowerShare. Except for the A/C, everything in the house, plus the pool equipment, functioned perfectly for the 18+ hours that our power was down. The only downside: I couldn't drive my truck.”
5/30/24, https://x.com/niccruzpatane/status/1796198193887076459

The next step will be, of course, to install a grid-tied storage battery, and solar if possible, for the home.
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Bruce Steele

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Re: Electric cars
« Reply #5630 on: May 31, 2024, 04:30:58 PM »
Jim, Could you elaborate on what you think a bottom up dominated energy system might look like ?
I have Tesla batteries and can join a program to sell back energy but I haven’t joined. My battery system was largely to guarantee my freezers in case of blackout but as my farm pork  business is in terminal decline and I need to better understand how to maximize incentives to feed power back to the grid. Any good books or reports I might read ?
 Maybe kinda off topic but in the old days small farmers brought their grain to a mill to have flour made.
I like the idea of an electric mill that a group of small farmers might support. The mill would have a large battery and farms that are close enough could benefit from bi directional power feeds.
 Always trying to expand e power into small farming/food as it seems as bottom up as a subject can get.
My e tractor has a 120 plug so it could function as a mobile battery to power a milling room. Feed is getting very expensive and even just milling corn for chicken feed might be a new e millers chore. So I am thinking of ways farmers might be able to utilize their own power rather than feeding it back for sale except when you have more power than you need .

Jim Hunt

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Re: Electric cars
« Reply #5631 on: May 31, 2024, 05:30:28 PM »
Jim, Could you elaborate on what you think a bottom up dominated energy system might look like?

Hi Bruce,

I'm not sure that "bottom up dominated" is a realistic proposition in the US or UK, but at least "a fair crack of the whip for the prosumer" might be something to aim for?

Quote
I have Tesla batteries and can join a program to sell back energy but I haven’t joined. My battery system was largely to guarantee my freezers in case of blackout but as my farm pork business is in terminal decline and I need to better understand how to maximize incentives to feed power back to the grid.

Given the current "state of the industry", here in the UK at least, "self consumption" and "self storage" is the name of the game. IMHO!

We do have some experimental "smart retail tariffs", such as Agile Octopus for example:

https://octopus.energy/smart/agile/

Theoretically earning an honest crust using "price arbitrage" with static and/or mobile battery storage is feasible. I'm afraid I have no idea if anything similar exists in the US.

Gotta rush now, but I'll endeavour to address your other points over the weekend.
"The most revolutionary thing one can do always is to proclaim loudly what is happening" - Rosa Luxemburg

Sigmetnow

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Re: Electric cars
« Reply #5632 on: June 02, 2024, 04:28:02 PM »
Luca Greco
Quote
CAN YOU REPAIR A GIGA CASTING?
 
Yes!

Early on, Giga Castings were not repairable, you had to replace the entire casting with a new one.
Since then a lot of repair methods were developed, for example you can cut parts and attach a new one with rivets or structural adhesive.

Evolve EV also measures parts with 3D digital system to confirm that the parts are where they are supposed to be
Then they proceed to visually confirm that there are no cracks or further damage.
And if they find damage they can now repair it without replacing the entire Giga Casting.
 
[ ⬇️ graphic below: different repair/not-reparable criteria have been established for various parts of the vehicle ]

About the video:
John Sweigart, CEO of Evolve EV Specialists, a company specialized in repairing EVs, walks you through the process of inspecting a gigacasting on a 2024 Tesla Model Y that was involved in a collision, and dispels the myth that giga castings are irreparable. …
5/30/24, 11:16 AM  https://x.com/lucagrecoita/status/1796198903559168115

6 min. May 23, 2024


 
—-
NEWS: Kia has started assembling the EV9 in Georgia, which makes it the brand’s first electric car to be built in the U.S.
5/31/24, 10:28 AM  https://x.com/sawyermerritt/status/1796549248818860515

—-
Faraday Future Reports 4 Vehicles Sold, 6 Leased For the Full Year of 2023
https://eletric-vehicles.com/faraday-future/faraday-future-reports-4-vehicles-sold-6-leased-for-the-full-year-of-2023/

 
—-
Porsche hesitates to build a battery factory in Brandenburg (where Tesla's Giga Berlin factory is located).
“The problems in China, and the weak demand for EVs in Germany in particular are causing the company’s strategists to dither."
https://www.electrive.com/2024/05/30/porsche-hesitates-to-build-a-battery-factory-in-brandenburg/

——
Toyota shuns electric cars with new generation of combustion engines
May 28, 2024
Quote
Toyota is to develop a new generation of petrol-fuelled internal combustion engines, in the carmaker’s latest bet against electric vehicles.

In a joint press conference with Mazda and Subaru, the Japanese company on Tuesday unveiled prototype engines that it said would be smaller, more efficient and capable of burning eco-friendly fuels such as hydrogen. It said the engine is designed to be used in tandem with a battery-powered electric motor and is expected to be deployed in future hybrid and plug-in cars.

Koji Sato, Toyota’s chief executive, said the decision underlined Toyota’s plan to cultivate “diverse options to ensure reductions in CO2 emissions”.

Toyota’s continued focus on hybrids has angered climate activists but has proved popular with consumers, with strong sales propelling the company to a record profit of 5.3 trillion yen (£26bn) in the year to April. …
https://www.yahoo.com/tech/toyota-shuns-electric-cars-generation-131711218.html

 
From:  Alex @alex_avoigt :
 
Three countries already have over 30% EV sales
Norway - 80%
Iceland - 41%
Sweden - 32%
The Netherlands - 24%
China - 22%
 
Countries that have or plan ICE sales bans:
 
Ethiopia has already implemented a ban for ICE sales

Norway - is planning to ban the sale of ICE cars by 2025. They're not just stopping at cars, either; they're also looking to phase out diesel and petrol trucks and buses by 2030.

United Kingdom - The UK is planning to ban the sale of new ICE cars and vans by 2030, with hybrids getting a stay of execution until 2035.

Hainan, China - This Chinese province is aiming to ban ICE vehicle sales by 2030.

European Union - The EU has agreed to ban the sale of new gasoline and diesel cars and vans by 2035, with a provision for e-fuels in ICE vehicles to satisfy the zero-emissions stipulation.

Canada - Our neighbors to the north are also planning to ban the sale of new fossil fuel cars, except for plug-in hybrids, from 2035.

California and New York - These two states are planning to ban the sale of new fossil fuel cars, except for plug-in hybrids, from 2035.

Several other countries, including Austria, Azerbaijan, Cambodia, Chile, Croatia, Cyprus, Denmark, Dominican Republic, El Salvador, Finland, Ghana, Iceland, Ireland, Israel, Lithuania, Luxembourg, Mexico, Morocco, Netherlands, New Zealand, Norway, Paraguay, Poland, Rwanda, Slovenia, Sweden, Turkey, and Uruguay, have agreed to work towards ending the sale of ICE vehicles by 2040.

Toyotas total addressable market for vehicle sales will be very small.

5/29/24, https://x.com/alex_avoigt/status/1795842430870126790


——-
⬇️  There are different repair/not-reparable criteria for various parts of a Tesla Model Y
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zenith

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Re: Electric cars
« Reply #5633 on: June 04, 2024, 06:33:51 AM »
"Zermatt, in Switzerland, bans all private cars and all gasoline cars. But if you run a business, you might be able to buy one of the special, tiny ones that are built right there."

This town banned cars (except tiny electric ones)
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NeilT

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Re: Electric cars
« Reply #5634 on: June 04, 2024, 03:27:24 PM »
There are many places in Switzerland that have vehicle bans.  Mürren is one of them.  I have been there a few times.

It is pretty famous as it is the staging point on the way to the Schilthorn Piz Gloria otherwise known as the 007 location on top of a mountain.

More of these villages ban vehicles as they want to stay pristine.
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Re: Electric cars
« Reply #5636 on: June 07, 2024, 05:02:08 AM »
I've rented from Hertz recently.

It wasn't a pleasant experience.

Hertz switched to include EVs in it's rental fleet. Without adding charging stations, so the EVs were not charged between rentals. I got one with 55% charge, not the 80% promised. App doesn't work right, long lines, and so on.

Hertz got more business from as they were the first major car rental company with EVs. Now that Avis has Ford Mustang Mach E's, I'm back with Avis. Their app works, I was assigned a car before I got to the rental office, charged to 86%, no line pleasant people.

« Last Edit: June 07, 2024, 05:16:43 AM by Rascal Dog »

Sigmetnow

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Re: Electric cars
« Reply #5637 on: June 08, 2024, 01:30:19 AM »
—- NEWS: The Biden administration has implemented stricter fuel mileage standards for vehicles as part of its plan to shift the American auto market towards electric vehicles.
 
Fuel economy will increase 2% per year for model years 2027-2031 for passenger cars, while light trucks will increase 2% per year for model years 2029-2031. These increases will bring the average light-duty vehicle fuel economy up to approximately 50.4 miles per gallon by model year 2031.
 
Source: https://www.transportation.gov/briefing-room/usdot-finalizes-new-fuel-economy-standards-model-years-2027-2031 
6/7/24, 2:39 PM  https://x.com/sawyermerritt/status/1799149271079432473
 
pic.twitter.com/KRsvadgGmm  Textpic
 
< Trump will just repeal it 😆
 
—-
Trump tries out a new take about EVs and Musk.  Wonder if he’ll keep it up.
 
Donald Trump last night on EVs and Elon Musk: “I’m a big fan of electric cars. I’m a big fan of Elon Musk. I like Elon. And I think a lot of people are going to want to buy electric cars, but if you want to buy a different type of car you have to have a choice.”
6/7/24, https://x.com/sawyermerritt/status/1799132862928789740
 
➡️ pic.twitter.com/WDXoXhAEON  14 sec. At a PAC podium. 

 
—- EVs have passed a key measure of price parity in the U.S.
Tesla, Hyundai-Kia and GM — now offer EVs with more than 300 miles of range for less than the cost of the average new vehicle sold in the U.S., according to an analysis by Bloomberg.
 
Long-Range EVs Now Cost Less Than the Average New Car in the US
“Darwinian” competition and a slew of new models helped electric cars with at least 300 miles of range reach another milestone in price parity.
Tom Randall June 7, 2024
Quote
The automotive industry has entered a fiercely competitive phase in the electric vehicle transition, and it’s producing an intriguing result for US car buyers: the first long-range EVs that are cheaper to buy than the average gas-powered car.
 
At least three manufacturers — Tesla, Hyundai-Kia and General Motors — now offer EVs with more than 300 miles (480 kilometers) of range for less than the cost of the average new vehicle sold in the US, according to an analysis by Bloomberg Green. The most affordable is Hyundai’s 2024 Ioniq 6, which comes with 361 miles of range and a price tag that's 25% below the national average of roughly $47,000.
 
Over the past six months, competition between US auto brands has taken on a Squid Game vibe, as pressure rises to make EVs affordable and attract a new wave of buyers. Customers have become more savvy about battery range, charging speeds and charger accessibility, and are rejecting vehicles that don’t justify the sticker price — something automakers have started to acknowledge.

Affordability is key
The industry has begun “a challenging period, very chaotic, very Darwinian,” Carlos Tavares, chief executive officer of Stellantis NV, told investors at a Bernstein conference last week .
 
Stellantis, which has been slow to offer electric models in the US, will launch a $25,000 electric Jeep “very soon” as part of a large-scale EV offensive, Tavares said. “Affordability is the key success factor right now. If you want the scale to materialize, you need to be selling BEVs to the middle classes.”
 
Tavares said the only winning strategy is to offer EVs at comparable upfront prices from the start, even if it requires sacrificing profit margins during the transition phase. He warned that car manufacturers and suppliers will have to reduce costs drastically.
 
“It’s not ‘Watch out, there is a storm coming,’” Tavares said. “We are in the storm, and this storm is going to last a few years. It’s going to put a number of companies in trouble.”

EVs for everyday people
EVs as a whole are still expensive to buy, with prices averaging about 15% more than a typical US car, according to data from Cox Automotive. That’s partly because early EVs were disproportionately aimed at the luxury end of the US market. Until recently, the few affordable models on offer were hobbled by insufficient battery range and slow charging speeds. That started to change as battery technology matured and the urgency rose to achieve economies of scale. 
  
Some new models are beginning to break through the affordability barrier, said Stephanie Valdez-Streaty, director of industry insights at Cox Automotive. “Price is going to continue to be one of the top barriers for adoption, but the EV premium is shrinking and that’s a good thing,” she said.
 
The standard bearer for long-range EVs with an affordable price may well be the new electric version of the Chevy Equinox. The SUV comes with 319 miles of range for around $42,000, before federal tax credits that can knock $7,500 off the price. Those incentives will drop the cost of a base model, available later this year, below $28,000. Chevy will follow the Equinox with a new Bolt that GM says will be “the most affordable vehicle on the market by 2025.”
 
Prices for new EVs and gasoline cars are similar enough that federal incentives can make up the difference. Complex rules for which cars and customers qualify, however, make it difficult for shoppers to evaluate their options. That isn’t the case for car leases, though, with dealers receiving the EV tax credit. Some are passing it along by automatically wrapping the savings into the monthly lease payment. As a result, the cost of leasing long-range Hyundai and Tesla EVs is as much as 37% lower than leasing similar gas-powered models made by Toyota and BMW.

EV price parity is difficult to measure. Determining what constitutes gas-car equivalence varies from driver to driver. The switch to a slow-charging EV with 200 miles of range would be a significant burden for someone who travels long distances, but it could be a convenience upgrade for a shorter-distance commuter who charges at home while they sleep. In the US, 300 miles of range has emerged as a benchmark for where the advantages outweigh the disadvantages for most drivers.
 
A stricter definition of price parity is the point at which the average EV costs the same as the average internal combustion engine, excluding gas savings and government subsidies. That upfront affordability is key for the later stages of widespread adoption, especially in lower-income countries, according to the International Energy Agency.
 
American car buyers demand more range from electric vehicles than drivers in any other country. The average EV now comes with about 300 miles, and with a few of those models selling for less than the average car, others will surely follow. The IEA says price parity will be the norm by 2030.
https://www.bloomberg.com/news/articles/2024-06-07/long-range-evs-now-cost-less-than-the-average-us-new-car
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Sigmetnow

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Re: Electric cars
« Reply #5638 on: June 08, 2024, 01:33:29 AM »
General Motors Had Its Best Month Ever For EV Sales In May With Over 9,000 Sold
Yes, really. Even without the Chevy Bolt. Here's how.
Quote
An unfortunate thing happened when General Motors discontinued the Chevrolet Bolt EV and EUV at the end of last year: its total electric vehicle sales cratered. It turns out that when you axe America's most affordable EV, as well as the best-selling EV in your lineup, and your portfolio of new EVs is dogged by production and software issues, well... things don't turn out so great. 
 
Six months later, we might be seeing a very different General Motors. With little fanfare, the automaker just had its best month of all-electric vehicle sales ever in May, an outcome that would've sounded unfathomable not very long ago. 

"We’re seeing strong demand and increases basically across the board, in particular Cadillac Lyriq and the new Chevrolet Blazer EV," Caldwell said in an email. "[The] Hummer EV is building volume, as is the Silverado EV. Initial deliveries of the new Equinox EV occurred at the end of May." 
 
Caldwell added that "the biggest impact comes from Lyriq," which saw more than 3,000 units sold in May. GM's total EV volume in the U.S. and Canada was more than 9,000 vehicles last month too. It's key to note that we won't get exact details on GM's EV sales for a few more weeks. 

 
At the same time, GM too seems to be feeling the heat of an EV market that's less even and predictable than the auto industry imagined. High interest rates and fears around range and charging may keep more next-wave EV adopters away for now. Barra herself has begun admitting that an industrywide EV transition may actually take decades, and Cadillac has reversed course on phasing out internal combustion by the start of the 2030s. 
 
Nonetheless, this news—limited in detail though it may be for now—is an outstanding development for GM and for the wider EV market. The automaker promised an electric turnaround for 2024, and it seems to making good on that right now. The General is also locked in a tight race with Hyundai Motor Group and Ford to see which company can collectively sell more than 100,000 EVs in a year, a feat only accomplished by Tesla so far.
 
If GM can keep delivering with this expanded EV lineup, it runs an extremely good chance of getting there next. 
https://insideevs.com/news/722280/gm-ev-sales-record-may/
 
—-
 
GM CEO says committment to all-electric fleet remains firm despite industry-wide sales slowdown
In an interview with NBC News, Mary Barra laid out why the company has no plans to change its roadmap.
June 4, 2024
Quote
General Motors CEO Mary Barra says the storied automaker's plan to turn its fleet 100% electric will now play out "over decades." In an exclusive interview with NBC News, Barra clarified the company's previously stated intention to eventually phase out gas-powered cars.

In a statement after this article was published, a spokesperson for GM said the company is actually aiming to exclusively sell electric vehicles by 2035.
https://www.nbcnews.com/business/autos/gm-mary-barra-all-electric-ev-commitment-rcna155389

 
—- Mercedes-Benz BEVs have a software problem
 and to fix it, owners have to drive to a service centre rather than getting an OTA update.
Quote
DriveGreenLiveGreen
 
Mercedes-Benz has announced a recall of certain EQE and EQS electric vehicle models in the United States, affecting a total of 14,912 vehicles. The recall is due to a software malfunction that could trigger a shutdown of the high-voltage system, leading to a loss of power and posing a safety hazard.

Due to the software fault, drivers would receive no warning before an unexpected power outage occurred.  ….
https://x.com/drivegreen80167/status/1797994503296737510
Details, including specific models, at the link.

 
—- Headline: Volvo to issue world's first EV battery passport ahead of EU rules
It tracks data on how minerals are sourced.
 
But Volvo isn't the first. In 2022, Tesla introduced the world's first Battery Passport for one of their nickel-based batteries.
It enabled them to digitally trace shipments of cobalt-using blockchain-enabled barcode scanning technology-from mine to Gigafactory Shanghai and collected GHG emissions and human rights data from every stage of the supply chain.
4/24/23, https://x.com/sawyermerritt/status/1650598385030668296
➡️ pic.twitter.com/FvAOxAJixw 

 
—- Ford CEO Jim Farley on how the Tesla Supercharger partnership is going
"We have ~100,000 applications for the (Supercharger) adapter; We are the first manufacturer to scale on the Supercharger network. It's going well so far. We really appreciate working with @Tesla."
6/3/24, https://x.com/sawyermerritt/status/1797811348392329655
➡️ pic.twitter.com/YXjaMXHZCl  3 min
 
Source ➡️ https://www.youtube.com/watch?v=olGdt0Gm8jM&feature=youtu.be

 
—- Toyota apologizes for cheating on vehicle tests, halts production of three models
The wide-ranging faulty testing at Japan’s top automaker involved the use of inadequate or outdated data in collision tests, and incorrect testing of airbag inflation and rear-seat damage in crashes. Engine power tests also were found to have been falsified. 
https://www.autoblog.com/2024/06/03/toyota-apologizes-cheating-vehicle-crash-testing/

 
—- NEWS: Volvo CE has introduced a new all-electric front loader construction machine
 
• First wheel loader on the market with a lifting capacity of 6 tonnes
• Works full day on a single charge, around 5-9 hours
• Can charge from 10%-100% in 1 hr & 40 mins with 180 kW charger
 
More info: https://www.electrive.com/2024/06/01/volvo-ce-presents-new-electric-construction-machines/
 
6/1/24, 10:23 PM  https://x.com/sawyermerritt/status/1797091612553556336
➡️ pic.twitter.com/rgQV45oDXJ  12 sec

—-
Australia
Origin lures Tesla drivers with automated home charging tariff that avoids peaks
Quote
Australian energy giant Origin has launched a new service on its smartphone app that will allow Tesla owners to fully charge their car for less than the price of a cup of coffee.
 
The new Origin EV Power Up marks the first time – the company says – that an energy retailer in Australia has allowed automated EV charging in their app, providing Tesla users access to a charging rate of only 8c/kWh during a charge session, regardless of whichever Origin electricity plan you’re on.
 
EV Power Up works by finding the best time during the day or night to charge while trying to avoid peak times between 5pm and 9pm, when renewable energy is less available. Tesla owners need simply plug in their vehicle at home, specify the desired ready-by time, and Origin will do the rest.
Customers can also override their charge-by time at any point and start charging in an instant.

 
Origin expects that its new EV Power Up service could save eligible Tesla drivers up to $452 each year, while petrol vehicle owners looking to swap to a Tesla could end up saving over $1,800 over 12 months.

“We’re starting with Tesla vehicles – the most popular EV brand in Australia – and look forward to progressively expanding EV Power Up to support a range of EV models in the near future. …
https://thedriven.io/2024/06/05/origin-lures-tesla-drivers-with-automated-home-charging-tariff-that-avoids-peaks/
People who say it cannot be done should not interrupt those who are doing it.

gerontocrat

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Re: Electric cars
« Reply #5639 on: June 11, 2024, 08:23:15 PM »
https://www.anl.gov/esia/light-duty-electric-drive-vehicles-monthly-sales-updates

We have the USA monthly LDV sales for May 24 by fuel type from the Argonne National Laboratory

Basically sales of BEVs continue to rise only marginally, while HEVs storm ahead, and sales of pure ICEVs also up marginally.

In May ICEVs + HEVs composed 91.3% of total May LDV sales.

The BEV boom is just not happening (yet?)


click images to enlarge
"Para a Causa do Povo a Luta Continua!"
"And that's all I'm going to say about that". Forrest Gump
"Damn, I wanted to see what happened next" (Epitaph)

NeilT

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Re: Electric cars
« Reply #5640 on: June 11, 2024, 11:03:12 PM »
https://www.anl.gov/esia/light-duty-electric-drive-vehicles-monthly-sales-updates

We have the USA monthly LDV sales for May 24 by fuel type from the Argonne National Laboratory

Basically sales of BEVs continue to rise only marginally, while HEVs storm ahead, and sales of pure ICEVs also up marginally.

In May ICEVs + HEVs composed 91.3% of total May LDV sales.

The BEV boom is just not happening (yet?)


click images to enlarge


The OEM's chose to make HEV's and sell them as "Electrified".
Being right too soon is socially unacceptable.

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Sigmetnow

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Re: Electric cars
« Reply #5641 on: June 12, 2024, 12:36:27 AM »
Trump tries out a new take about EVs and Musk.  Wonder if he’ll keep it up.
 
Donald Trump last night on EVs and Elon Musk: “I’m a big fan of electric cars. I’m a big fan of Elon Musk. I like Elon. And I think a lot of people are going to want to buy electric cars, but if you want to buy a different type of car you have to have a choice.”
6/7/24, https://x.com/sawyermerritt/status/1799132862928789740
 
➡️ pic.twitter.com/WDXoXhAEON  14 sec. At a PAC podium. 

Well, that didn’t last long.
 
Quote
Trump's rant about electric vehicles has put his audience in Vegas to sleep. Get a load of this. Not a peep from the crowd.
6/9/24, https://x.com/atrupar/status/1799895109124657405
 
➡️ pic.twitter.com/25SDnp5GUB  At the podium:  They are twice as heavy as a diesel or gas truck, so every bridge in America will need to be replaced!

 
======
NEWS: GM has just announced that it is trimming its expected sales of all-electric vehicles this year by 50%.
 
GM trims 2024 EV sales forecast amid slower-than-expected demand  
TUE, JUN 11 2024
Quote
DETROIT – General Motors is trimming its expected sales of all-electric vehicles this year, as U.S. adoption of EVs occurs slower than expected.
GM Chief Financial Officer Paul Jacobson said the company now expects sales of 200,000 to 250,000 EVs this year, down from a previously announced range of 200,000 to 300,000.
“So at the lower end of that, and I think it reflects the momentum that we have in the business,” Jacobson said Tuesday during a Deutsche Bank investor event.
https://www.cnbc.com/2024/06/11/gm-trims-2024-ev-sales-forecast-amid-slower-than-expected-demand.html
⬇️ Graph below from: pic.twitter.com/rQ1jWUe68y
 
Elon Musk
It is tough sledding out there
6/11/24, https://x.com/elonmusk/status/1800604929868075250

—-
NEWS: General Motors is investing $850 million into Cruise to help cover the company’s operational costs.
The automaker has lost $8.2 billion on Cruise since 2017, with $3.48 billion lost in 2023 alone.
 
GM pumps $850 million in Cruise to keep struggling robotaxi company afloat
Jun 11, 2024
https://www.theverge.com/2024/6/11/24176206/gm-cruise-invest-850-million-operational-cost-houston

Elon Musk
They are not making the right moves to succeed
6/11/24, https://x.com/elonmusk/status/1800602675886821568

GM has said they are fine with their cars calling remote operators for help from every few miles; they say that’s the better choice from a revenue standpoint than trying to achieve full autonomy.

 
—-
The powerful U.S. United Auto Workers union
 
UAW President Shawn Fain under investigation by federal watchdog tasked with eliminating corruption, federal court filing reveals
Quote
Detroit — United Auto Workers President Shawn Fain is under investigation by the court-appointed watchdog tasked with eliminating corruption, according to a federal court filing, one of a series of probes targeting top leaders of the scandal-plagued union.
 
The watchdog, monitor Neil Barofsky, revealed the probe Monday while accusing union leaders of obstructing and interfering with attempts to access information, actions that could serve as an apparent violation of the 2020 consent decree that averted a full-scale takeover of the UAW by the Justice Department. …
https://www.detroitnews.com/story/business/autos/2024/06/10/uaw-president-fain-under-investigation-by-federal-court-watchdog/74047826007/
People who say it cannot be done should not interrupt those who are doing it.