Elon Musk and Tesla changed the world. Change evident in the nearly 500, 000 Model 3 orders — evident in Ford's announcement of an $11 billion investment in electric vehicles — evident in the electric vehicle investments being made by the automotive industry worldwide. The revolution sparked, Tesla owners have given voice to the message, and the beliefs of a better future. The torch of that advocacy is being passed to new Model 3 owners. What will the voices of 500,000 Model 3 owners bear?
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Changing the World
- Thread starter Jack6591
- Start date
gavine
Petrol Head turned EV Enthusiast
T34ME
Active Member
Maybe.
But the investments by other companies are really because of the advance of EV technology that has enabled China's mandate, added to the CARB states' now ramping mandate, added to the USA's and the EU's tightening efficiency standards. (Quebec also now has a mandate in force that's quickly going to match CARB's.)
CARB's mandate says that PEV percentage market share will rise by at least 0.625 each year, and that by 2025 the market share will be at least 5.5%. (16.9% or more without BEVs).
Companies that don't invest heavily in PEV will find it extremely difficult to meet mandates so they have to invest. Forcing this investment can only be good for PEV.
But the investments by other companies are really because of the advance of EV technology that has enabled China's mandate, added to the CARB states' now ramping mandate, added to the USA's and the EU's tightening efficiency standards. (Quebec also now has a mandate in force that's quickly going to match CARB's.)
CARB's mandate says that PEV percentage market share will rise by at least 0.625 each year, and that by 2025 the market share will be at least 5.5%. (16.9% or more without BEVs).
Companies that don't invest heavily in PEV will find it extremely difficult to meet mandates so they have to invest. Forcing this investment can only be good for PEV.
insaneoctane
Active Member
Agree. But it is far more complicated for the established car manufacturers than people appreciate in these forums. The traditional car manufacturers need to plan how going to EVs changes their business model. It truly disrupts their "dealer" model (due to the revenue expectations of maintenance) even if they make their EVs only equally as reliable as their current ICE vehicles. It really is complicated for them, long time IMO. But things are a changin'
I was going to cancel my reservation a long time ago but I decided to hold on to it. The 3 reservation inspired me to test drive an S and I was hooked. Picked up a 70D almost 2 years ago, then sold it to upgrade to a Model X. These cars have their faults at times but for me nothing that I can’t live with. Certainly had had far more issues on all the different ICE cars I have had over the years.
Loving electric, We then picked up a used i3 and loved it. Saw no need for the 3. But then as things progressed, we decided to stick with it and get the 3. Just sold the i3 and picked up the 3 about a week ago. I’m in love. Fit and finish were both slightly better than my S and X overall. Tesla corrected whatever I had asked which was some molding alignment. Nothing major. I actually prefer the 3 to both the S and X in terms of driving. X is amazing but the 3 is such a blast to drive. So smooth. Love the touchscreen too, took a few days to adjust but I love it now. This car will shake things up for sure, it is the most heavily scrutinized vehicle ever but once you get behind the wheel and drive it....you realize it. You get it. There is a reason why so many people want it. I am so happy I waited and I wait another 2 years if I had to do it all over again. It is just that great. Thank you Elon and everyone at Tesla, you delivered for me.
Loving electric, We then picked up a used i3 and loved it. Saw no need for the 3. But then as things progressed, we decided to stick with it and get the 3. Just sold the i3 and picked up the 3 about a week ago. I’m in love. Fit and finish were both slightly better than my S and X overall. Tesla corrected whatever I had asked which was some molding alignment. Nothing major. I actually prefer the 3 to both the S and X in terms of driving. X is amazing but the 3 is such a blast to drive. So smooth. Love the touchscreen too, took a few days to adjust but I love it now. This car will shake things up for sure, it is the most heavily scrutinized vehicle ever but once you get behind the wheel and drive it....you realize it. You get it. There is a reason why so many people want it. I am so happy I waited and I wait another 2 years if I had to do it all over again. It is just that great. Thank you Elon and everyone at Tesla, you delivered for me.
Uncle Paul
Well-Known Member
Chatted up a couple Mazda designers yesterday at a Supercharger.
They had just rented a beautiful Model 3 to see what all the fuss was about.
Were charging it up for the first time, and I asked them if they needed any help. Started talking about their experience. They mentioned that they found the interior very plain and lacking buttons. You could see the light going on for them as to where the future of automobile interiors may be going.
We spoke about the enthusiasm that owners have for Mazda, and the connected driving experience they try to build into their vehicles. The direct connection between man and machine is a huge source of pride for them, and part of what drives them daily.
They are all in on a new engine technology that combines the benefits of diesel and gas. The engine constantly adapts to driving conditions to give high torque when needed, high horsepower when needed, while optimizing overall emissions and improved fuel economy.
It is a complicated/heavy/expensive motor to produce, but the economies and driving experience may make it worth while. Will take years to refine and improve, but the Skyactive X is top of mind for the future (of course in addition to reviving their famous rotary)
Showed them my X and they commented that it had a more tradition dash, with air vents, designs, and looks. Would never have gotten that comment, as the X looks like a space ship, but compared to the 3 it looks traditional.
Showed them the Christmas dance and they wanted to know why a company would offer that as a feature. Wondered what the purpose was. I was hard pressed to explain the Easter Egg, but when I said it was just for pure fun and joy, like Hello Kitty they seemed to finally understand.
They did not understand who would pay for the charging electricity, since it was a rental. When I explained that most owners, up to now have gotten their Supercharging for free they had a hard time getting their mind around that concept.
These two Mazda designers were obviously very smart, engaged and thoughtful people. Very impressive, but you could see them just beginning to see where Tesla was taking things. They will have to decide for themselves what path they will take for future Mazda designs. Reminded me of when some Nokia friends of mine saw my first iPhone.
They had just rented a beautiful Model 3 to see what all the fuss was about.
Were charging it up for the first time, and I asked them if they needed any help. Started talking about their experience. They mentioned that they found the interior very plain and lacking buttons. You could see the light going on for them as to where the future of automobile interiors may be going.
We spoke about the enthusiasm that owners have for Mazda, and the connected driving experience they try to build into their vehicles. The direct connection between man and machine is a huge source of pride for them, and part of what drives them daily.
They are all in on a new engine technology that combines the benefits of diesel and gas. The engine constantly adapts to driving conditions to give high torque when needed, high horsepower when needed, while optimizing overall emissions and improved fuel economy.
It is a complicated/heavy/expensive motor to produce, but the economies and driving experience may make it worth while. Will take years to refine and improve, but the Skyactive X is top of mind for the future (of course in addition to reviving their famous rotary)
Showed them my X and they commented that it had a more tradition dash, with air vents, designs, and looks. Would never have gotten that comment, as the X looks like a space ship, but compared to the 3 it looks traditional.
Showed them the Christmas dance and they wanted to know why a company would offer that as a feature. Wondered what the purpose was. I was hard pressed to explain the Easter Egg, but when I said it was just for pure fun and joy, like Hello Kitty they seemed to finally understand.
They did not understand who would pay for the charging electricity, since it was a rental. When I explained that most owners, up to now have gotten their Supercharging for free they had a hard time getting their mind around that concept.
These two Mazda designers were obviously very smart, engaged and thoughtful people. Very impressive, but you could see them just beginning to see where Tesla was taking things. They will have to decide for themselves what path they will take for future Mazda designs. Reminded me of when some Nokia friends of mine saw my first iPhone.
5 percent by 2025 is way off. I think it's more going to be 25 percent minimum. By then we are going to see cars like the model 3 for $20 - $25k. We are still in the very early days and while battery technology doesn't necessarily improve very quickly, economy of scale will bring cost much lower.
Once you have that $20k car that drives like a $80k BMW M3 what will happen?
Investment by the automotive industry is being fueled by survival instinct.
ℬête Noire
Active Member
As big as the Model 3 is, and it is massive repercussions, the potential is small compared to when the Semi ships. That's going to turn the diesel fuel market upside down. In the US gasoline to diesel production (and consumption) is about 4:1. The Tesla semi tractor will reduce diesel consumption 3Ga/year for the equivalent batteries installed in Model S/3/X to reduce gasoline consumption by 1Ga/year. If Tesla is able to sell as many Semi's worth of batteries as it would for 500K of Model S/3/X, that's about 70K Semis/year (around 30% of the class 8 tractor sales in the US). That would be about a 2.7% reduction of total diesel consumption (for all uses) every year. That's before other class 8 tractor manufacturers manage to figure out the "new physics" and start building their own.
Diesel class 8 tractors remain in use several years, however past the first 3 years their mileage driven drops off drastically from the typical opening 100K miles/year. Most of those old trucks are used in agriculture, for maybe 1 or 2 months/year. So in practical terms the change over in trucking is probably going to be a lot faster.
Expect diesel use, in relative terms, to drop off a cliff.
Diesel class 8 tractors remain in use several years, however past the first 3 years their mileage driven drops off drastically from the typical opening 100K miles/year. Most of those old trucks are used in agriculture, for maybe 1 or 2 months/year. So in practical terms the change over in trucking is probably going to be a lot faster.
Expect diesel use, in relative terms, to drop off a cliff.
Volkswagen's punishment.
A cargo truck (semi) more efficient than rail? What?
Model S outselling comparable class Mercedes and Audi and BMW combined.
In Germany--
German Federal court decision allowing cities to ban diesels from city centers.
Stuttgart and Berlin about to ban ICEs.
Norway, France, China ... banning sales of new ICEs ....
A cargo truck (semi) more efficient than rail? What?
Model S outselling comparable class Mercedes and Audi and BMW combined.
In Germany--
German Federal court decision allowing cities to ban diesels from city centers.
Stuttgart and Berlin about to ban ICEs.
Norway, France, China ... banning sales of new ICEs ....
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