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BYD is seeing a flood of new EV buyers

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Re: BYD is seeing a flood of new EV buyers

#271
post #256
post #246

Earlier quoted context omitted.

Much of the UK's decline from 1910 to 1950 was from spending its money funding WW1 and WW2. Hopefully we don't get world wars soon.

Plus the Japanese beating the British so badly all over Southeast Asia. This gave a lot of momentum to independence in Philippines, Indonesia, Thailand and eventually India.

Thailand? From whom?

Re: BYD is seeing a flood of new EV buyers

#272

Earlier quoted context omitted.

War with Iran was inevitable - either US/Israel starts it or Iran starts it - when they get the upper hand. And that war was bound to disrupt oil supply. Don't forget their goal is death to America and Death to Israel. That's what they've been arming themselves for for decades. That's what they're trying to build nuclear bombs for. They had to be stopped eventually and that was always going to be uncomfortable for wh…

I assume this is an infuriatingly subtle parody, because: > Why can't you just celebrate this good thing? reads like /s .

Yep, it's a profoundly stupid thing to say. Maybe a bot comment?

Re: BYD is seeing a flood of new EV buyers

#273

I'm sorry to be that guy, but can we reintroduce a good dose of skepticism in our mental diets? BYD was already selling a ton of cars when the oil prices were "low", of course there's some very creative accounting business moves you would expect from a Chinese company like BYD ( companies from other places have their own peculiarities too ). Gas prices have been "sky high" for a week and people who are under financia…

> Gas prices have been "sky high" for a week and people who are under financial stress just decided to ditch their cars and buy a brand new BYD?

Or, America's "No War" candidate is starting wars in the middle east with no plan. It's co-belligerant is targeting oil production facilities, and the defender is responding by taking out refinery capacity in the area. Markets are predicting higher fuel costs for years.

That seems a reasonable time for a bump in EV sales interest.

Re: BYD is seeing a flood of new EV buyers

#274

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 point that its fall is not quick, concedes that it is falling.

A fall that looks completely avoidable given what we have been taught about how the world works.

Re: BYD is seeing a flood of new EV buyers

#276

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…

I'd say it's a closer race and the end is not a foregone conclusion yet. That one country currently exhibiting some very troubling tendencies also has more robust self-healing mechanisms in the form of democracy. It has gone off course in the past too but then found its way back. That said, those self-healing mechanisms are under attack as well so there is at least some suspense in the long term outcome

Nope.

This is not how the adult world works, and we are all in organizations to know how difficult it is to spin up teams, and get them to a degree of excellence.

America with project 2025 has basically been burning libraries of experience, and it’s not going to come back without decades of slow, painful work to rebuild it.

Since this concept is only visible to people who think and have seen organizational decay, it is going to have a minor impact on the zeitgeist.

Instead voters are going to wonder every year why things aren’t better, not be interested in the boring institution building, and will vote whatever sounds good.

Underpinning all of this, the fundamental flaw that is laying all democracies low, is the challenge of managing our information economies.

We’ve developed ways to pollute and control our speech that don’t involve government control. We have information and media ecosystems that shape discourse by embracing abundance. Our legacy social defenses are “more speech = more good”, and so we have no new ideas how to deal with this new feature of modern life.

The other factor is the increasing concentration of wealth, resulting in those elites being the only voters that count, since they end up consolidating power. The top few households matter more to the economy than everyone beneath them.

These are the two big challenges that we have to address philosophically and practically for the advantages of democracy to kick in again.

Re: BYD is seeing a flood of new EV buyers

#277
post #155

Earlier quoted context omitted.

> for reasons that escape me The reasons are simple: liberals want renewable energy, therefore renewable energy is bad and must be destroyed. It's oppositional defiant disorder on a cultural scale.

No- it’s just that people want choice, and not have to pay for tax credits (via lost government tax revenue)

Citation needed that "the people" wanted to end tax credits on EVs. EVs were steadily increasing in popularity and capturing a growing market. In a very real sense consumers had "choice" before, in that the market supports made EVs accessible.

Re: BYD is seeing a flood of new EV buyers

#278

I finally put my money where my mouth is and bought a PHEV. In the past month I've done all my errands around town exclusively on battery power (30-40 miles per charge) from a home L1 charger. I know EV purists will complain about the complexity of maintaining the gas engine, but this hits the perfect sweet spot for me - it doesn't weigh a million tons, it cost under 40k new, and the one weekend a month when I need t…

I did a cost per 1000 miles comparison of Camry hybrid vs Tesla model y back in 2023 when i was shopping for a new car. I just pulled up that spreadsheet and updated my area gas prices($5.50 per gallon) and my area off-peak energy costs ($0.50 per kwh). Both cost $133 to drive 1000 miles(including ammortized oil changes for camry). Camry was $15000 cheaper AND has a 500 mile range. Even at todays war-time gas prices,…

Where is electricity .5 per kwh. That's crazy high.

At that cost solar must pay off very quickly.

Re: BYD is seeing a flood of new EV buyers

#279

Earlier quoted context omitted.

PHEV is the absolute way to go. Next car is 100% going to be this. I rented two EV's and had serious stress about charging in locations I wasn't familiar with. All the different plug types and speeds was also not helpful. PHEV is a great gateway into full EV.

Rental cars as EVs are pretty much the worst possible case. We are at the transition where we don't have chargers everywhere, but we will soon because chargers are way cheaper than a gas station. Also rentals tend to be driven for longer trips, and for uncertain distances! And on top of it all rental companies tend to not give people any choice, education, or help with the EV. I wouldn't bother with a PHEV for a vehi…

My annoyance with rental EVs mostly stems from the fact that the rental locations don't have fast chargers, so if the car hasn't been back with them long enough before you pick up, the odds of getting it with maybe a half charged battery are quite high, since the rental co doesn't charge enough for returning an EV without filling the battery up first. So every trip is likely going to start with a secondary trip to a fast charger, which costs a ton and wastes your time.

Re: BYD is seeing a flood of new EV buyers

#280

Earlier quoted context omitted.

Is this still true after a bunch of natural gas infrastructure got blown up this week?

> Solar and batteries have been and will continue... Yes, your statement is still false. Opposite is true.

I don’t think this is correct. You’re arguing that the industry analyses on this subject are wrong because they’re underestimating how much solar + batteries need to be deployed to be as reliable as a gas power plant. So you’re arguing that initial capex (which everyone acknowledges is higher than natural gas) is somewhat higher than existing analyses think it is.

The lifetime of solar panels is also higher than most of these analyses say it is, because both solar and batteries are frequently found to last well beyond their factory-rated lifetimes. So I think you’re wrong without any additional considerations here, so let’s leave that aside.

What you’re saying here is that the lower ongoing opex of solar and batteries is eaten up by the higher initial capex of gas, but you’re saying the prive of natural gas has no impact on this calculation.

I don’t think this makes any sense. Can you explain your thinking here? Can you cite any data on this?

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