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BYD is seeing a flood of new EV buyers

electrek.co

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Re: BYD is seeing a flood of new EV buyers

#171

Post by danny_codes »

nxm wrote: post #136
seanmcdirmid wrote: post #102

Earlier quoted context omitted.

It is fading though, we are only arguing about the magnitude of its velocity and acceleration at this point.

Is it though? Dollar is appreciating in times of turmoil? And what’s the alternative - the all talk Europeans?

Presumably China given OPs comments.

It’s going to be a multi-polar world. The US will continue to be among the top powers for decades to come. We’re simply exiting an unusual period where China isn’t leading/among the leading pack of countries.

The rate of US relative decline will be set by our policy decisions and cohesion. As we are apparently electing malicious narcissists with dementia to our highest office, a more precipitous decline seems reasonable

Re: BYD is seeing a flood of new EV buyers

#172

Post by dessimus »

smallerfish wrote: post #90
michaelteter wrote: post #58

If one removed the country names and just looked at where investment (focus, planning, and money) was, we would see two greatly different pictures. One country is disincentivizing or even blocking renewable energy production, rolling back climate protection measures, trying to revitalize the coal industry, slashing investment in scientific research of all kinds, demonizing higher education, and spending vast and rapi…

> in two decades While I agree with your overall point, I'm reminded of "the market can stay irrational longer than you can stay solvent" here. The US is a huge economy with a massive military infrastructure. I don't think it's fading to fallen empire status that quickly.

>The US is a huge economy with a massive military infrastructure.

Yeah, because famously neither Rome nor Spain nor England had massive military infrastructures for their times.

Re: BYD is seeing a flood of new EV buyers

#173

Post by bigbadfeline »

ambicapter wrote: post #109
cogman10 wrote: post #99

Earlier quoted context omitted.

> this will probably make some people very rich yes > has the potential to be good for parts of the us energy sector. No way this is good for anyone other than oil producers. The only potential positive it'll have on the US energy and shipping sectors is this is going to put even more pressure on adopting renewables as fossil fuel cost spikes.

Well then that's good for the US renewable energy sector, no?

That's good only for inflation, nothing else. Renewables are included, after inflation and tariffs they won't become more attractive compared to carbohydrates.

Re: BYD is seeing a flood of new EV buyers

#174

Post by seanmcdirmid »

eqvinox wrote: post #149

I'm in Shenzhen currently. Do you know how quiet the city is, even during rush hour? It's amazing. All because almost every car is electric. Even the damn scooters. It'd actually be enjoyable to be outdoor in downtown if they fixed the air pollution… (some of which of course powers these cars… for now.)

The main noise from cars is tire noise. But if traffic moves slowly enough (which it does in a Chinese city during rush hour), you won't hear much.

Even since 2002 I've had to dodge quiet e-bikes in Beijing. They just sneak up on you without any noise, and they have a lot more momentum than a human powered bike.

Re: BYD is seeing a flood of new EV buyers

#175

Post by Pxtl »

arzig wrote: post #65
decimalenough wrote: post #36

Earlier quoted context omitted.

China and increasingly India are building very affordable EVs. You can get this guy for $7700, or full-featured models from $10,000: https://driveauthority.com/cheapest-ev-car-in-china/ All you really need is a political snap of the fingers to remove tariffs, so they can start selling them in the US. Of course, there is absolutely no way this will happen with the current administration.

All the EV tariffs are staying place past the end of the Trump administration because protectionism is now bipartisan.

That heavily depends on the Dem primaries. I think after the unpopularity of Biden and the 2024 loss by Harris there might be more appetite to rock the boat instead of getting another establishment caretaker.

However, the more radical wing of Democrats still have some anti-globalism in them (eg Bernie). But still, imho: Unusual outcomes are on the table for Democratic party leadership at this point.

Re: BYD is seeing a flood of new EV buyers

#176

Post by seanmcdirmid »

fainpul wrote: post #169
eqvinox wrote: post #149

I'm in Shenzhen currently. Do you know how quiet the city is, even during rush hour? It's amazing. All because almost every car is electric. Even the damn scooters. It'd actually be enjoyable to be outdoor in downtown if they fixed the air pollution… (some of which of course powers these cars… for now.)

EVs are only quiet when driving very slowly. At about 50 km/h (30 mph) they are pretty much the same as ICE cars. What's the general speed limit where you are?

I can't imagine the cars can go very fast in SZ during rush hour, Beijing is the same way.

Re: BYD is seeing a flood of new EV buyers

#177

Post by pingou »

crote wrote: post #103
soco wrote: post #80

Earlier quoted context omitted.

I'm in Western Europe and while there are chargers everywhere, you need hundred apps to register to charge, some slots are broken (empty yet show busy), some refuse to charge my PHEV... we're not there yet.

Interesting. I occasionally rent EVs in Western Europe, and they just come with a single RFID card which seems to be accepted by all charging providers.

You can use the chargemap card which is virtually accepted everywhere but they add their own fees which can be ridiculous, sometimes it can even double the price of electricity.

Re: BYD is seeing a flood of new EV buyers

#178

Post by caminante »

mbgerring wrote: post #118
caminante wrote: post #49

Earlier quoted context omitted.

> Have you actually seen the news and the situation? Have you seen what's happened to wholesale power market prices? Have you seen that BYD's care sales in 2026 are down y/y? Trusting anecdotal hype from BYD salesmen and a renewables blog isn't sensible.

Wholesale power market prices are responding to shocks in the natural gas market from two wars that disrupted those supply chains. Solar and batteries have been and will continue to he the cheapest source of power, and globally, deployment is accelerating. Not so much in the US, where our braindead political culture is intent on ignoring the obvious economic advantage of renewables, but definitely everywhere else in…

> Solar and batteries have been and will continue to he the cheapest source of power, and globally, deployment is accelerating.

I think storage is great and solar has a place, but this is not true unless you discard reliability and other features, which should be in the price. Solar plus storage for baseload power matching requires huge overbuilds. Even in the last few years, before the AI hype, installed utility scale renewables costs went up in the US. It's not just the hardware or national politics.

And if you can't get renewables interconnected in a couple years, then the install rate won't lower the carbon of the existing grid mix charging your car.

Re: BYD is seeing a flood of new EV buyers

#179

Post by tlogan »

We should do something here.

Nothing will be done at Federal level.

But california is big enough to make things moving without any federal level law.

For example, what about this:

- no sales taxes on new EV sales

- free registration for 5 years

- free bridge tolls for 5 years

This will be paid by increasing gas taxes, sales taxes on ICE, and registration fees for ICE.

That might convince some of companies to start making EVs again.

Re: BYD is seeing a flood of new EV buyers

#180

Post by louwrentius »

fpoling wrote: post #75
louwrentius wrote: post #47

Earlier quoted context omitted.

I still feel that PHEVs combine the worst parts of both worlds. The battery of a PHEV is relatively small and will be strained much more (as compared to an EV), especially if you drive a lot in EV modus. PHEV batteries tend to wear out faster for this reason. This drives up cost of ownership. Then you still have the maintenance / cost of the ICE drivetrain. It does not make sense to me. I feel that a lot of people bu…

Toyota hybrids are very reliable and probably the reason taxi drivers around Europe prefer those. And with the proper PHEV the wear is even less.

I see a ton of Tesla taxis in NL. I’m not buying the hybrid story.
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