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Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

businessinsider.com

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Re: Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

#3
This trend has always been wild to me. The USA feels like a solid home of automaking since the inception of the ICE. They don't necessarily make the best cars but they have the infrastructure, knowledge & experience, and culture to innovate and drive the industry forward.

The next big generational change in car design matures to commercial viability - the electric motor for cars - and the USA turns it into a bogeyman? Why? This is the next big economic win to take advantage of and the US has the factory and industrial workforce and infrastructure to nail it. Companies vying to be the Ford of the electric era. Instead it gets warped into some political litmus test for communities and people start 'rolling coal' to prove a point.

Does it feel good for impoverished industrial communities in the States to see China and BYD leading the way on something they could be doing?

There's still time to get back on track but it's running out. China will be pushing viable affordable models in the next few years for first time buyers, the secondhand market is maturing, lease electric cars are competitive in Europe, charge points are not hard to find, gas is only getting more expensive, and most governments have ICE phase out deadlines in place.

Re: Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

#5
post #3

This trend has always been wild to me. The USA feels like a solid home of automaking since the inception of the ICE. They don't necessarily make the best cars but they have the infrastructure, knowledge & experience, and culture to innovate and drive the industry forward. The next big generational change in car design matures to commercial viability - the electric motor for cars - and the USA turns it into a bogeyman…

My guess is ICE cars sell more energy which is packaged as gas, which benefits certain industries. More control over price. Not as much control over electric with solar and other sources. I don't think it's much more than that, it just has a political package.

Re: Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

#6
Throw in: Unwilling or unable to build out the charger network. No power for EV’s as it’s going to crypto and ai. And to aluminum smelting. And to heating the northern states. And to cooling the southern ones. And losing the energy from wind, solar and geothermal. Maybe nuclear as I don’t know where the guy stands on that.

Re: Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

#8

It is hardly surprising given these facts: 1. US is the largest oil producer country in the world 2. US knows it has lost the EV race 3. ICE employees have an outsized impact on elections due to where they live

> 1. US is the largest oil producer country in the world

[citation needed]

Here's mine, Saudi Arabia is by far the largest exporter:

https://en.wikipedia.org/wiki/List_of_countries_by_oil_expor...

Perhaps you're confusing oil production with refined petroleum (e.g. gasoline) exports?

Edit: Thanks for the correction, looks like for the last 8 or so years US has indeed occupied the top slot for production:

https://en.wikipedia.org/wiki/File:EIA_Oil_Production.png

Re: Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

#9
post #3

This trend has always been wild to me. The USA feels like a solid home of automaking since the inception of the ICE. They don't necessarily make the best cars but they have the infrastructure, knowledge & experience, and culture to innovate and drive the industry forward. The next big generational change in car design matures to commercial viability - the electric motor for cars - and the USA turns it into a bogeyman…

There’s too much regulation here to compete. Drones are all Chinese too because of all the FAA restrictions on the technology.

For EVs, there were the EV mandates, and there are several restrictions on mining the rare earth metals here like lithium and cobalt that China does not do.

Also, the US is physically very large and spread out, with more long distance driving, which plays more into an ice vehicle’s advantages. Sometimes even cheaper and definitely quicker than fast charging on a road trip.

Personally I think plug in hybrids could work better, especially EREVs. My concern is governments leaping to the conclusions that full EVs, mandate them, and in so doing lock out promising technologies from improving

Re: Rivian CEO: 'blows my mind' to see US auto makers shifting back to ICE vehicles

#10
post #8

It is hardly surprising given these facts: 1. US is the largest oil producer country in the world 2. US knows it has lost the EV race 3. ICE employees have an outsized impact on elections due to where they live

> 1. US is the largest oil producer country in the world [citation needed] Here's mine, Saudi Arabia is by far the largest exporter: https://en.wikipedia.org/wiki/List_of_countries_by_oil_expor... Perhaps you're confusing oil production with refined petroleum (e.g. gasoline) exports? Edit: Thanks for the correction, looks like for the last 8 or so years US has indeed occupied the top slot for production: https://en.w…

> Here's mine, Saudi Arabia is by far the largest exporter:

I think it's not unreasonable to think that "producer" means "producer", not "exporter". Wikipedia has a nominally matching article [0], which indeed lists the US as the largest producer of crude oil and lease condensate.

[0]: https://en.wikipedia.org/wiki/List_of_countries_by_oil_produ...

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