Moderators: richierich, ua900, PanAm_DC10, hOMSaR
pune wrote:https://www.marketwatch.com/story/electric-vehicles-made-up-10-of-all-new-cars-sold-last-year-11673876862?mod=dist_amp_social
And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
Add to that Musk announcements of supercharged network for all and lot more supercharger network. 2023 is gonna make lot of changes.
Also the pickup in Australia for both solar and whatnot is highly encouraging. In fact, last quarter majority of the time in Queenland and few other places they had exclusive green energy and lower prices like never before.
Kent350787 wrote:pune wrote:https://www.marketwatch.com/story/electric-vehicles-made-up-10-of-all-new-cars-sold-last-year-11673876862?mod=dist_amp_social
And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
Add to that Musk announcements of supercharged network for all and lot more supercharger network. 2023 is gonna make lot of changes.
Also the pickup in Australia for both solar and whatnot is highly encouraging. In fact, last quarter majority of the time in Queenland and few other places they had exclusive green energy and lower prices like never before.
Now that so much of daytime peak supply in Australia is form renewables (we still need a lot more work on large scale despatchable storage), EVs are pretty much the logical choice for new cars.
The problem is supply - Kia EV6 for example is fully allocated until 2025. As well as supply of model that have launched here, we seem to have around 10% of the models available in the UK or Japan. My next car will be an EV, but I'm not prepared to commit now to a model that only partially meets my needs and has a long delivery timetable.
TheSonntag wrote:Why did you cancel it if I may ask? The delivery issues are annoying. I have an VW ID.3 First Edition and despite its flaws, I intend to keep it after the lease expires - and after a few years I will make it the 2nd car.
TheSonntag wrote:Australia being so far behind at Renewables always surprised me. But the coal industry was a strong one - good they finally get their staff together (in Germany we also had considerable forces opposing renewables).
The problem, also in Germany, is that cars last 15 to 25 years today. So if we have 10% market share for BEVs, we still today get 90% of combustion cars which will still drive in 2040. I believe by 2025 we will finally see a substantial change in the market share when supply chain issues are overcome. Question is just whether the traffic sector is adapting fast enough.
BowlingShoeDC9 wrote:Tesla says they are going to introduce a sub $20k EV. Didn’t they also say they were going to have the Cyber truck ready 3 years ago? What about Level 3 self driving? Turns out Mercedes beat them to the punch there.
What Tesla says they are going to do has no relation to fact. It’s just a PR stunt to keep their stock prices.
The truth of the matter is, Tesla is not in a good spot right now. All of their products are getting pretty long in the tooth, they are still dogged by quality issues, traditional OEM’s have caught up to and are starting to surpass the Tesla’s key performance advantages, and Elon Musk has made himself toxic to very people he’s going after for sales.
I’m by no means saying that Tesla is doomed, but at this rate, I’d honestly be shocked if their still around in 10 years and tbh the automotive industry and consumer would be better off for it at this point.
pune wrote:https://www.marketwatch.com/story/electric-vehicles-made-up-10-of-all-new-cars-sold-last-year-11673876862?mod=dist_amp_social
And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
Add to that Musk announcements of supercharged network for all and lot more supercharger network. 2023 is gonna make lot of changes.
Also the pickup in Australia for both solar and whatnot is highly encouraging. In fact, last quarter majority of the time in Queenland and few other places they had exclusive green energy and lower prices like never before.
Kiwirob wrote:Kent350787 wrote:pune wrote:https://www.marketwatch.com/story/electric-vehicles-made-up-10-of-all-new-cars-sold-last-year-11673876862?mod=dist_amp_social
And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
Add to that Musk announcements of supercharged network for all and lot more supercharger network. 2023 is gonna make lot of changes.
Also the pickup in Australia for both solar and whatnot is highly encouraging. In fact, last quarter majority of the time in Queenland and few other places they had exclusive green energy and lower prices like never before.
Now that so much of daytime peak supply in Australia is form renewables (we still need a lot more work on large scale despatchable storage), EVs are pretty much the logical choice for new cars.
The problem is supply - Kia EV6 for example is fully allocated until 2025. As well as supply of model that have launched here, we seem to have around 10% of the models available in the UK or Japan. My next car will be an EV, but I'm not prepared to commit now to a model that only partially meets my needs and has a long delivery timetable.
If I was Musk I'd build a giga factory in Australia just to show the locals that vehicles can be built in Australia and sold at a profit.
I had a BMW i40 on order, I canceled it before Christmas but the dealer kept the allocation and is building the vehicle to my spec, the salesman contacted me last week asking if I'd changed my mind, if I had the delivery would now be in Nov/Dec not June.
I hope that Tesla's massive price drop will flow through to other manufacturers.
luckyone wrote:BowlingShoeDC9 wrote:Tesla says they are going to introduce a sub $20k EV. Didn’t they also say they were going to have the Cyber truck ready 3 years ago? What about Level 3 self driving? Turns out Mercedes beat them to the punch there.
What Tesla says they are going to do has no relation to fact. It’s just a PR stunt to keep their stock prices.
The truth of the matter is, Tesla is not in a good spot right now. All of their products are getting pretty long in the tooth, they are still dogged by quality issues, traditional OEM’s have caught up to and are starting to surpass the Tesla’s key performance advantages, and Elon Musk has made himself toxic to very people he’s going after for sales.
I’m by no means saying that Tesla is doomed, but at this rate, I’d honestly be shocked if their still around in 10 years and tbh the automotive industry and consumer would be better off for it at this point.
Unless they get their quality in check and develop a new platform, I agree they won't be an independent manufacturer long term. I will not be surprised if/when they effectively specialize in what they actually do quite well, which is powertrain, and, joint venture with a big player. Who might that be? A coin toss IMHO between Stellantis and Ford.
cpd wrote:pune wrote:https://www.marketwatch.com/story/electric-vehicles-made-up-10-of-all-new-cars-sold-last-year-11673876862?mod=dist_amp_social
And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
Add to that Musk announcements of supercharged network for all and lot more supercharger network. 2023 is gonna make lot of changes.
Also the pickup in Australia for both solar and whatnot is highly encouraging. In fact, last quarter majority of the time in Queenland and few other places they had exclusive green energy and lower prices like never before.
What few other places? NSW?
My power bills are expensive, my solar inverter had stopped working (more than 10 years old, waiting for fix) so can you provide your source for lower prices than ever before?
The war in Ukraine is the blame apparently for high prices here a world away.Kiwirob wrote:Kent350787 wrote:
Now that so much of daytime peak supply in Australia is form renewables (we still need a lot more work on large scale despatchable storage), EVs are pretty much the logical choice for new cars.
The problem is supply - Kia EV6 for example is fully allocated until 2025. As well as supply of model that have launched here, we seem to have around 10% of the models available in the UK or Japan. My next car will be an EV, but I'm not prepared to commit now to a model that only partially meets my needs and has a long delivery timetable.
If I was Musk I'd build a giga factory in Australia just to show the locals that vehicles can be built in Australia and sold at a profit.
I had a BMW i40 on order, I canceled it before Christmas but the dealer kept the allocation and is building the vehicle to my spec, the salesman contacted me last week asking if I'd changed my mind, if I had the delivery would now be in Nov/Dec not June.
I hope that Tesla's massive price drop will flow through to other manufacturers.
You can’t build anything In Australia - too expensive, you’d have to import people to work for $3/hour or so everyone says, or wait for the Australian dollar to be worth nothing. Sarcasm off…
It was no surprise that Mercedes would beat everyone to level 3 autonomous driving - Mercedes has always been a technical innovator and they have the resources/facilities to develop these things. They do it without hype.
BowlingShoeDC9 wrote:Tesla says they are going to introduce a sub $20k EV.
Didn’t they also say they were going to have the Cyber truck ready 3 years ago? What about Level 3 self driving? Turns out Mercedes beat them to the punch there.
What Tesla says they are going to do has no relation to fact. It’s just a PR stunt to keep their stock prices.
The truth of the matter is, Tesla is not in a good spot right now. All of their products are getting pretty long in the tooth, they are still dogged by quality issues, traditional OEM’s have caught up to and are starting to surpass the Tesla’s key performance advantages, and Elon Musk has made himself toxic to very people he’s going after for sales.
skyservice_330 wrote:While I don't follow the EV discussions closely, I have certainly noticed as of late that the big legacy players seem to be really upping their game on the EV front - GM, Toyota. As such, I have often wondered if Tesla will go the way of Blackberry/RIM when the Iphone took off.
Revelation wrote:Their marketing has been dubious from the start.
ACDC8 wrote:And quite misleading as well. They'll advertise a Tesla 3 for $45K, but in reality you have to pay $54K because their advertised price reflects a "potential" $9K in savings over 6 years. I believe they got called out on that here in Canada and had to change their advertising tactics.
ACDC8 wrote:As to the resident EV shill's topic, the world is a big place and 10% doesn't mean nothing until its broken down regionally. Some countries like Norway which has a large uptake in EV sales, make up a big part of that 10% . Where as places like Canada, while sales are increasing, those sales are literally only in 3 cities while they continue to be non-existent in the rest of the country. Numbers are fun, but the context of those numbers are more enjoyable.
johns624 wrote:For my needs, I can see my next car being a hybrid, but I'm not ready for an EV yet...too many roadtrips.
johns624 wrote:For my needs, I can see my next car being a hybrid, but I'm not ready for an EV yet...too many roadtrips. And no, I'm not going to buy one vehicle for urban running around and and another for longer highway trips.
ACDC8 wrote:johns624 wrote:For my needs, I can see my next car being a hybrid, but I'm not ready for an EV yet...too many roadtrips.
Same here - I have a new car on order that I'm planning on keeping for the next 8-10 years at which point EV technology and infrastructure will be advanced enough to make them a viable option or there will be alternative "green" options on the market.
Revelation wrote:I'm sure I can live with 300 mile range that some EVs offer, presuming I also spend for the in-house charger so I leave home with a full charge. Just not happy with the options as they now exist, and am happy to keep kicking the can down the road for as long as I can.
Revelation wrote:Interesting. Pretty much everyone I know who said they were going to get a Model 3 or Y thought they'd spend in the mid-40s (never mind mid-30s or even 20k), but ended up spending in the mid-50s.
Kiwirob wrote:I hope that Tesla's massive price drop will flow through to other manufacturers.
frmrCapCadet wrote:If a Porsche and a BMW can be a compact SUV, why not a Mustang?
frmrCapCadet wrote:If a Porsche and a BMW can be a compact SUV, why not a Mustang?
N1120A wrote:Porsche doesn't call the Cayenne a 911 and BMW doesn't call the X5 an M5.
ACDC8 wrote:frmrCapCadet wrote:If a Porsche and a BMW can be a compact SUV, why not a Mustang?
Porsche and BMW are car brands, not specific models - the Mustang is a specific model under a car brand (Ford).N1120A wrote:Porsche doesn't call the Cayenne a 911 and BMW doesn't call the X5 an M5.
Exactly.
Revelation wrote:True, or you can think of Mustang as a "design language" that potentially could be applied to a SUV, or at least a CUV.
ACDC8 wrote:Its not just the range for me, its the charging dilemma. My building does not allow charging units to be installed (as do many buildings in the area) so I have no other option but to use a public charger and being car-less on one of my days off is simply out of the question.
ACDC8 wrote:My criteria for an EV has and will remain 700km minimum range and full charging time of less than 10 minutes with zero effect of battery life, until then, no EV for me.
ACDC8 wrote:Kiwirob wrote:I hope that Tesla's massive price drop will flow through to other manufacturers.
Apparently Ford is dropping the price on their Mach E (I refuse to call it a Mustang lol) in a hope to boost Ford's sales.
Ford cut the cost of its electric crossover SUV Mustang Mach-E by as much as $5900, just weeks after rival Tesla slashed prices on its electric vehicles by as much as 20%
frmrCapCadet wrote:The elephant (mammoth, mastodon) in the globe will be Toyota waking up and aggressively entering the EV world.
Revelation wrote:Then indeed it'll be no EV for you for quite a while, if ever.
There's no tech I know of that can provide "full charging time of less than 10 minutes with zero effect of battery life".
The problem comes when (if ever) you can't buy petroleum based fuels, which may or may not happen in our lifetimes, based on how various scientific, political and economical situations unfold over the years.
The math suggests to me I'll be dead before the Earth becomes uninhabitable, but you never know how those trend lines will change with time.
alberchico wrote:frmrCapCadet wrote:The elephant (mammoth, mastodon) in the globe will be Toyota waking up and aggressively entering the EV world.
The big problem with Toyota is that they were asleep at the wheel for many years thinking that electric cars would be a novelty and hybrid vehicles would be the way of the future, possibly followed by fuel cell vehicles. Only now with new leadership do they have a chance to devote their vast resources to the EV market but they have a lot of catching up to do.
https://electrek.co/2023/01/26/toyota-c ... -movement/
In the past Toyota were so against electric vehicles that they actively spread propaganda in Japan to convince people that hybrid cars were better.
https://electrek.co/2021/11/11/how-toyo ... -in-japan/
https://electrek.co/2019/06/18/toyota-p ... ti-ev-ads/
ACDC8 wrote:Yup, like I said - just ordered a new car which will last me a good 8-10 years and then go from there, see where the technology is. The other thing is that Government car mandates call for Zero Emission Vehicles by a certain date, and the biggest misconception of that is that people think it means the car has to be electric, which is not the case, it can also be hydrogen (which our Government is investing heavily in) or plug-in hybrids - so there are other options available as well. A lot can and will happen in the next decade, I'm gonna wait it out.
For me personally, the only compelling argument for an EV is to save money, but if thats your goal, an EV is the worst option given the cost. If one can get a simple compact car for half the price of an EV, it would take me years to recoup the cost difference, even at today's gas prices.
ACDC8 wrote:frmrCapCadet wrote:If a Porsche and a BMW can be a compact SUV, why not a Mustang?
Porsche and BMW are car brands, not specific models - the Mustang is a specific model under a car brand (Ford).N1120A wrote:Porsche doesn't call the Cayenne a 911 and BMW doesn't call the X5 an M5.
Exactly.
alberchico wrote:frmrCapCadet wrote:The elephant (mammoth, mastodon) in the globe will be Toyota waking up and aggressively entering the EV world.
The big problem with Toyota is that they were asleep at the wheel for many years thinking that electric cars would be a novelty and hybrid vehicles would be the way of the future, possibly followed by fuel cell vehicles. Only now with new leadership do they have a chance to devote their vast resources to the EV market but they have a lot of catching up to do.
https://electrek.co/2023/01/26/toyota-c ... -movement/
In the past Toyota were so against electric vehicles that they actively spread propaganda in Japan to convince people that hybrid cars were better.
https://electrek.co/2021/11/11/how-toyo ... -in-japan/
https://electrek.co/2019/06/18/toyota-p ... ti-ev-ads/
johns624 wrote:Speaking of brands and models, what was Ford thinking of with the Maverick pickup? It's not like the original Maverick brings back fond memories for anyone. It was a dog.
Kiwirob wrote:cpd wrote:pune wrote:https://www.marketwatch.com/story/electric-vehicles-made-up-10-of-all-new-cars-sold-last-year-11673876862?mod=dist_amp_social
And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
Add to that Musk announcements of supercharged network for all and lot more supercharger network. 2023 is gonna make lot of changes.
Also the pickup in Australia for both solar and whatnot is highly encouraging. In fact, last quarter majority of the time in Queenland and few other places they had exclusive green energy and lower prices like never before.
What few other places? NSW?
My power bills are expensive, my solar inverter had stopped working (more than 10 years old, waiting for fix) so can you provide your source for lower prices than ever before?
The war in Ukraine is the blame apparently for high prices here a world away.Kiwirob wrote:
If I was Musk I'd build a giga factory in Australia just to show the locals that vehicles can be built in Australia and sold at a profit.
I had a BMW i40 on order, I canceled it before Christmas but the dealer kept the allocation and is building the vehicle to my spec, the salesman contacted me last week asking if I'd changed my mind, if I had the delivery would now be in Nov/Dec not June.
I hope that Tesla's massive price drop will flow through to other manufacturers.
You can’t build anything In Australia - too expensive, you’d have to import people to work for $3/hour or so everyone says, or wait for the Australian dollar to be worth nothing. Sarcasm off…
It was no surprise that Mercedes would beat everyone to level 3 autonomous driving - Mercedes has always been a technical innovator and they have the resources/facilities to develop these things. They do it without hype.
Tesla can build vehicles profitably in high cost Germany, lower cost australia should be easy.
johns624 wrote:Speaking of brands and models, what was Ford thinking of with the Maverick pickup? It's not like the original Maverick brings back fond memories for anyone. It was a dog.
Newark727 wrote:Remember that Ford doesn't actually sell any small cars anymore.
johns624 wrote:Speaking of brands and models, what was Ford thinking of with the Maverick pickup? It's not like the original Maverick brings back fond memories for anyone. It was a dog.
pune wrote:And this was without the sub-20k car that would be announced by Musk on Investor Day 1st March 2023. That will drive nails in many a company.
On Wednesday, during Tesla's fourth-quarter earnings call, CEO Elon Musk definitively debunked those rumors.
"We're not currently working on a $25,000 car," Musk said on the call. "We have too much on our plate."
ACDC8 wrote:johns624 wrote:Speaking of brands and models, what was Ford thinking of with the Maverick pickup? It's not like the original Maverick brings back fond memories for anyone. It was a dog.
Nor was it a pick up lol.
At this point, it wouldn't surprise me if the brought back the Pinto nameplate, probably slap it on a Lincoln product
GalaxyFlyer wrote:I’d love it, put almost 300,000 miles in 2 Pintos, lots of 700-800 mile days. One memorable day returning from Arizona, called home the night before from outside Chicago. “Be home by 8 tomorrow night, Christmas Eve”. Next night at 805, pulled in the driveway in CT.
N1120A wrote:frmrCapCadet wrote:If a Porsche and a BMW can be a compact SUV, why not a Mustang?
Porsche doesn't call the Cayenne a 911 and BMW doesn't call the X5 an M5.
ACDC8 wrote:alberchico wrote:frmrCapCadet wrote:The elephant (mammoth, mastodon) in the globe will be Toyota waking up and aggressively entering the EV world.
The big problem with Toyota is that they were asleep at the wheel for many years thinking that electric cars would be a novelty and hybrid vehicles would be the way of the future, possibly followed by fuel cell vehicles. Only now with new leadership do they have a chance to devote their vast resources to the EV market but they have a lot of catching up to do.
https://electrek.co/2023/01/26/toyota-c ... -movement/
In the past Toyota were so against electric vehicles that they actively spread propaganda in Japan to convince people that hybrid cars were better.
https://electrek.co/2021/11/11/how-toyo ... -in-japan/
https://electrek.co/2019/06/18/toyota-p ... ti-ev-ads/
Hybrids and hydrogen still have a very large roll to play in various markets.
Revelation wrote:ACDC8 wrote:Yup, like I said - just ordered a new car which will last me a good 8-10 years and then go from there, see where the technology is. The other thing is that Government car mandates call for Zero Emission Vehicles by a certain date, and the biggest misconception of that is that people think it means the car has to be electric, which is not the case, it can also be hydrogen (which our Government is investing heavily in) or plug-in hybrids - so there are other options available as well. A lot can and will happen in the next decade, I'm gonna wait it out.
For me personally, the only compelling argument for an EV is to save money, but if thats your goal, an EV is the worst option given the cost. If one can get a simple compact car for half the price of an EV, it would take me years to recoup the cost difference, even at today's gas prices.
We're in agreement.
There will be a tipping point. I've seen it with AvGas. Used to be plentiful but as more airports became golf courses or shopping malls, less of it got sold, which meant that fewer refiners bothered making it, to the point where we are now where it's pretty damn rare and pretty damn expensive.
Yet it took decades for this to happen, and the math says I don't have all that many decades left to worry about it, I'm closer to the end than the beginning.
Kiwirob wrote:BMW will sell you an X5M.
Kiwirob wrote:If hydrogen is going to be a player then the fueling infrastructure needs to start being rolled out now.
Kiwirob wrote:I have no idea what it's like in the US, in Norway petrol stations are closing down.