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* https://www.iea.org/reports/global-ev-outlook-2025/trends-in...
* https://source.benchmarkminerals.com/article/global-ev-sales...
China no longer subsidizes their EV production to the level they did at its industry's inception.
Can you expand on your comment and reference data that supports your reasoning?
> when you suffer from EDS
Edit out the cheap swipes please.
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Only in the US. The rest of the world, especially the undeveloped and developing world, is currently undergoing a car ownership boom due to cheap Chinese EVs.
How are those Chinese EV makers doing financially, anyway? https://www.theatlantic.com/international/2025/11/china-elec...
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It's techcrunch. The angle of software-everything has to be there. Why honda is killing EVs is directly related to just how damn cheap Chinese EVs have become and how stupid Americans are when it comes to EV efficiency. Who the hell wants large vehicles for EV when the best solutions are small efficient vehicles with long drive times. Americans distort the market and margins, and Honda was never in the large SUV game…
Americans in most of their country are besieged by massive SUVs and pickups. Driving a tiny little Japanese/Chinese import in, say, Oklahoma is asking to get literally run over.
What kills me are the MASSIVE vehicles in the suburbs though. Why do you need a 3 ton suburban to drive around 2 kids on very clear, very well maintained streets? Why would you buy a 4x4 truck when the most off road you'll do is driving over wet leaves on your cul-de-sac in the fall?
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CAFE killed small trucks in part, tariffs in another part, but US manufacturers are the real reason small trucks are dead. US manufacturers want margins, and they're not getting margins on little, efficient cars. They get enormous margins on gigantic trucks that start at $55,000. Have you noticed that all the sub $20k cars went away from all the manufacturers around COVID? Ford makes the Maverick, which is a small tr…
>Why would Ford want to cannibalize their pricy gigantic trucks when they know that they can get their $50k asking price because there's nowhere else for people to go? Why isn't Ford worried that Chevrolet, Toyota, Ram, or Nissan will bring back a small and cheap U.S. built pickup? Is that because all manufacturers are afraid of cannibalizing their more expensive offerings? Are they all colluding? Or do not many peop…
Honda is setting itself up for failure on the second disruption sweeping the automotive industry: the software-defined vehicle (SDV), which has core capabilities that can be upgraded and improved over time. No thank you. Not sure why the author frames this as a good thing. They've been bamboozled by the automakers and have got it backwards - you're buying a vehicle that already has the capabilities, but are disabled,…
It's techcrunch. The angle of software-everything has to be there. Why honda is killing EVs is directly related to just how damn cheap Chinese EVs have become and how stupid Americans are when it comes to EV efficiency. Who the hell wants large vehicles for EV when the best solutions are small efficient vehicles with long drive times. Americans distort the market and margins, and Honda was never in the large SUV game…
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Where did you get “ Coming up next: 3 and Y” from?
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Edit out the cheap swipes please.
I live in a top EV market, Norway. ICE cars have been planned out for years now, and something like 96% of all new cars in Norway were EV last year. Basically, if you plan on keeping selling ICE cars, you're removing yourself from the market here. There's no future for new personal ICE cars here. I figure most other countries will be the same.
EVs are fine and dandy, but it is a luxury class of cars for now and it shows really. Most other countries are far far away from mass deployment of EVs or restricting ICE cars. EVs can win if either a) the car is cheaper than the same class ICE, or b) operational expenses of using EV car would be cheaper. Neither of which is happening yet. And the car do need to have some advantage, since EVs already come with inhere…
To give you some perspective, the most popular EV in China costs $6000 (Wuling Mini). New. The second most popular costs $10000 (Geely Xingyuan). I tried both, and they are far less crappy than they have the right to be. They are cheap cars for sure, but they're perfectly adequate for regular use.
And Geely Xingyuan has a 40kWh battery in the basic configuration! This is utterly ridiculous for a car that is _that_ cheap.
So China basically murdered the global ICE market. It's gone. There's no going back. Once China figures out the logistics and sales, ICE vehicles will be dead in all of the less affluent countries. Especially because EVs combine almost too perfectly with solar generation.
I'm convinced that the Japanese government is terrified of EVs because all the small and medium-sized businesses which support the Japanese auto industry will be absolutely gutted when vehicles contain drastically fewer parts. That, and Japan is deeply screwed if they go all-in on EVs and then China decides they shouldn't be allowed access to any more rare earths.
In Shenzhen for a tech meeting. The streetscape is quieter, despite high traffic levels and I hear not only MORE birdsong, but the birds do more complex songlines. The air is clean. For sure some of this is because it's a coastal city and has fresh sea breezes, but I've been in other Chinese coastal cities in times past and the air was significantly less clean. There are social upsides for an almost-all-EV city. This…
Do the local mockingbirds sing the song of the car alarm? That one is pretty complex.
In Shenzhen for a tech meeting. The streetscape is quieter, despite high traffic levels and I hear not only MORE birdsong, but the birds do more complex songlines. The air is clean. For sure some of this is because it's a coastal city and has fresh sea breezes, but I've been in other Chinese coastal cities in times past and the air was significantly less clean. There are social upsides for an almost-all-EV city. This…
Surely you don’t think birds have evolved to sing more complex songs in the time since mass EV adoption?
[1] https://www.sciencedirect.com/science/article/pii/S235198942...