51–60 of 237 posts
Unless the US intends to sanction every country that prioritizes value over US geopolitics, this battle is already lost.
Tesla was dead in the water when it became obvious that they couldn't make a sub-$30K car happen. They will still probably do well as a luxury brand, but China is going to fill in the demand for affordable EVs in the rest of the world outside USA/EU.
I wonder how many clicks Reuters get on "Electric vehicle sales are booming in South America - without Tesla" vs "Electric vehicle sales are booming in South America"
Tesla was dead in the water when it became obvious that they couldn't make a sub-$30K car happen. They will still probably do well as a luxury brand, but China is going to fill in the demand for affordable EVs in the rest of the world outside USA/EU.
I don't think we've seen the end game yet. I have an electric cargo bike. During a kids party yesterday I ran 5 different errands with it while someone with a car managed to get stuck in traffic, not find a parking spot, and miss the whole thing. The only reason why cars are the size and shape they are is because ICE engines couldn't be made smaller. Electric engines on the other hand are small enough that I can have…
Not just Tesla, all established brands we know are left behind. I never understood Volkswagen's pivot from 'wait and See's to 'were inversing billions' to 'we were too late, abort'. Largest brands n terms of units, completely left behind in an emerging segment that's already dominating it's largest market (China). So many executives in the industry just didn't see the writing on the wall. I don't what GM was thinking…
I thought Toyota is doing quite well in emerging markets? However they skipped a lot of EV craziness and just do cheap-and-reliable ICE cars. I also never understood why established brands lobbied for EVs, and not against them. They clearly had no edge over Tesla and Chinese brands, why compete on rival's field?
I’d love a Corolla or Camri EV - I’m not sure what ‘the Corolla of EVs’ is considered to be.
Earlier quoted context omitted.
I think #1 will probably play out to a certain extent. Perhaps as an oscillation between low and high as each wave knocks more gas stations out of business and refinery capacity offline. But I have to say, even low prices on gas won't make me go back -- I prefer my EVs in all regards to the ICE equivalents, with the sole exception of marathon (>450 miles per day) road trips, which is not my use case. I hope #2 won't…
> with the sole exception of marathon (>450 miles per day) road trips I've done 4 3000km road trips and intentionally took the EV leaving the ICE vehicle at home. It's a better car, and we need to stop to bathroom anyways, so charging isn't inconvenient. Saving a few hundred dollars in fuel is nice, too.
Tesla was dead in the water when it became obvious that they couldn't make a sub-$30K car happen. They will still probably do well as a luxury brand, but China is going to fill in the demand for affordable EVs in the rest of the world outside USA/EU.
I don't think we've seen the end game yet. I have an electric cargo bike. During a kids party yesterday I ran 5 different errands with it while someone with a car managed to get stuck in traffic, not find a parking spot, and miss the whole thing. The only reason why cars are the size and shape they are is because ICE engines couldn't be made smaller. Electric engines on the other hand are small enough that I can have…
Tiny cars can't do longer distances (aka higher speeds) safely, physics of car collisions won't let you. They have been around for quite some time and popularity is as it is. If you are hit by 50kmh car as a cyclist (seems like frustration/fear of yours thats behind your words), whether car weights 600kg or 1300kg doesn't make much difference to your resulting state. Personal cars have specced brakes according to their weight so breaking distance is cca same regardless of weight.
Where I live (also went through kids birthday party today back & forth few times) - somebody with ebike would freeze their ass in windchill of fast moving bicycle would be below -10C (situation 5 months of a year), slip on partially frozen road could be fatal, moving around on rather narrow roads that have very little room for anybody but cars (Switzerland here but no high altitude) would be literal playing russian roulette with rest of traffic, triple that with wide cargo ebike. Alas, all parents came to the party in forest hut just above our village in their ICE or hybrid cars.
Tesla was dead in the water when it became obvious that they couldn't make a sub-$30K car happen. They will still probably do well as a luxury brand, but China is going to fill in the demand for affordable EVs in the rest of the world outside USA/EU.
I don't think we've seen the end game yet. I have an electric cargo bike. During a kids party yesterday I ran 5 different errands with it while someone with a car managed to get stuck in traffic, not find a parking spot, and miss the whole thing. The only reason why cars are the size and shape they are is because ICE engines couldn't be made smaller. Electric engines on the other hand are small enough that I can have…
You have seen a motorbikes/mopeds, scooters and micro-cars surely?
An electric bike is essentially a moped which have existed for like 70-80 years now? A small cars have been around since the 1950s.
Cars are the shape they are because normally you want the option of carrying 1-5 people. 5 people is 2 adults and 3 children. BTW cars in the past were much smaller. Compare the size of any car from the 1930-40s in the UK to a modern European car and you will notice it is much smaller they are.
Not just Tesla, all established brands we know are left behind. I never understood Volkswagen's pivot from 'wait and See's to 'were inversing billions' to 'we were too late, abort'. Largest brands n terms of units, completely left behind in an emerging segment that's already dominating it's largest market (China). So many executives in the industry just didn't see the writing on the wall. I don't what GM was thinking…
The small part in me understands that, they are banking on three things 1) oil will be cheap because of EV boom and hence EV dominance will be slow and could take couple of decades 2) electric Energy cost will rise significantly because so much charging and energy infrastructure required. 3) Battery will reach at par with gasoline and matured standardised comodity, that will be the perfect time to enter.
A Renault Twingo is going to cost something like 20,000 euros. That's twice the price of a Dacia Sandero, but a Dacia Spring is 16,900. The difference is only 4000, which could easily be a year's petrol.
Earlier quoted context omitted.
Although Ford's CEO now gets it, Ford's product line doesn't reflect it yet. Farley has been bringing a few sample BYD cars to the US, for Ford people to drive around and to take apart. Farley dragged his executive team to China to see a BYD plant. They came back scared. But what Ford actually sells is 1) an F-150 converted to electric, 2) a Ford Mustang converted to electric, and 3) a Ford Transit converted to elect…
> a Ford Mustang converted to electric I agree with your comment, but I'll be a little pedantic for a minute: As a Charger Daytona owner, I'd love to call the Mach-E a mustang, but it's really just borrowing the brand. Ford has said unequivocally that they'll never make an all-electric muscle car, which is a real shame. The Mach-E is a great car if you're turned off by a Model Y, but you wouldn't choose it over a mus…
What’s the thinking here? Pandering to some market segment? It sounds like they are organising the deck chairs in the titanic.
Edit: I tried looking into the comment. It seems he was referring to Mustangs specifically, which is weird as they do make an electric one (assuming you agree it’s a ‘real’ mustang).
I’m confused.