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Hyundai #2 in EV sales in North America.
Quote
First-quarter registration data from Experian puts Tesla way out front in the EV race, with 113,882 registrations across its four models. But Tesla's counterpart to the Ioniq 5 and EV6, the Model Y, starts at $64,440 with shipping. That's about $22,000 more than the Kia and about $19,000 more than the Hyundai, based on entry-level models currently on sale.

Experian last week reported 6,265 registrations for the Ioniq 5 in the first quarter and 4,901 for the EV6. Kia also had 3,549 registrations for the Niro EV, and Hyundai had 685 for the Kona Electric. Hyundai's discontinued Ioniq Electric hatchback, which launched in 2017, posted 14 registrations. All told, the group had 15,414 EV registrations in the first quarter, Experian said. The Ford brand had 7,407 registrations, mostly for the Mustang Mach-E compact crossover. Chevrolet had just 479 EV registrations for the Bolt EV and Bolt EUV combined after a long factory shutdown, but GM had 80 for the new GMC Hummer EV pickup.
Registrations of Volkswagen's ID4 compact crossover were 2,926 in the January-March period, and Nissan had 4,401 for its Leaf compact hatchback. Brands with zero first-quarter EV registrations included Toyota, Honda, Subaru and Mitsubishi...
Sadly StealerShips charging +$10,000 see:
 
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Not a chance VW will beat Tesla by 2025 but glad they are trying. Maybe by 2027? Similar articles:

VW to launch all electric scout brand with trucks and SUVs, starting in 2026.
 
Quote:
In the first four months of 2022, the number of new energy passenger cars - pure EVs and plug-in hybrids - more than doubled from a year earlier to 1.49 million cars, according to data from the China Association of Automobile Manufacturers.
The cleaner technologies accounted for 23% of China's passenger car market, where overall vehicle sales fell 12%, reflecting a steep decline in demand for gasoline cars.
There are no foreign brands among the top 10 automakers in the new energy vehicle (NEV) segment this year, with the notable exception of U.S. electric pioneer Tesla in third place, according to China Passenger Car Association data.
 
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Not a chance VW will beat Tesla by 2025 but glad they are trying. Maybe by 2027? Similar articles:

VW to launch all electric scout brand with trucks and SUVs, starting in 2026.
VW CEO
2022: We'll overtake Tesla by 2025
2025: We'll overtake Tesla within a year
2026: We'll be the king of EV sales in 6 months
2027: We're almost there, just a couple more years
2029: ....
 
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The Citroen skateboard concept:
Would be cool if a startup sold a skateboard and interchangeable top separately.
Would be cool if you could go to the dealership and depending on your mood or needs change the top:
1. Sports car
2. Convertible top
3. minivan
4. pickup truck
5. etc...
Do current safety crash laws makes this difficult?
@Elon are you listening :)
 
Electric vehicle sales surged by 85% from 2020-2021, leading to soaring metals prices.
Gas prices are predicted to reach $6.00 a gallon across the US by early summer
can expect more and more Americans (and Europeans) to throw in the towel and go electric
 
The Citroen skateboard concept:

Would be cool if a startup sold a skateboard and interchangeable top separately.
Would be cool if you could go to the dealership and depending on your mood or needs change the top:
1. Sports car
2. Convertible top
3. minivan
4. pickup truck
5. etc...
Do current safety crash laws makes this difficult?
@Elon are you listening :)
Saw this a couple of weeks ago. Cute idea on first blush, but the more you think about it the more counter-intuitive it becomes. It goes against the concept of specialization - sports car should be small and powerful, minivan needs spaces and ride comfort, pickup needs hauling power, etc. It's kinda like expecting the same drug to cure different illness based on how you take it. Also, what happens to the top you bought last week under a different mood? Trade it in and the dealership sells it to another customer, or does it go to trash? I don't think I would want a top that was used by 10 different people in 3 months, no matter how it's disinfected 🤮. Hm, on second thought, that happens in restaurants. 🤔

Electric vehicle sales surged by 85% from 2020-2021, leading to soaring metals prices.
Gas prices are predicted to reach $6.00 a gallon across the US by early summer
can expect more and more Americans (and Europeans) to throw in the towel and go electric
Traditional auto-makers are making the leap to EVs, I wonder what's the plan for traditional fossil fuel companies like Exxon and Shell when most or all cars on the road are EVs. They've made trillions at the expense of climate and environmental destruction. What would they morph into when fossil fuels are a thing of the past?
 
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Energy companies are already diversifying to other, mostly green, energy sources. One reason for high gas prices now is that they know that the writing is on the wall, and they'd rather make as much as they can now rather than expand production only to have to scale back again.

Of course oil will never go away completely. It's used for more than just fuel, and airplanes won't be switching away from fuel any time soon.
 
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Third quarter EV sales outpace other industry segments, including hybrids.
It’s hardly shocking news for anyone following the automotive industry, and the government dictates to which it must abide: electrified vehicle sales reached a record high in the third quarter of 2022.

According to Cox Automotive‘s Kelley Blue Book, EVs are now one of the hottest categories in the U.S. automotive market. More than 200,000 electrified vehicles were sold in the third quarter of 2022, as the category’s sales volumes and share growth exceeded other industry segments.
The growth comes even as the high price of electric vehicles isn’t discouraging consumers people from them. While the cost of electric vehicles fell 1.8% in September compared to the prior month, they rose 9.7% year over year. According to Kelley Blue Book, the average new EV cost last month was $65,291, significantly higher than the industry average and more in line with luxury vehicles, which averaged $65,775 in September, than mainstream ones, which averaged $48,094.

Tesla remains tops in the EV segment, selling 131,024 vehicles in the third quarter, clearly outpacing second-place Ford at 18,257 units. General Motors ranks third at 15,156 units, followed by Volkswagen/Audi at 10,568, and Hyundai/Genesis at 6,517. Among models, the Tesla Model Y was the most popular EV at 60,271 units, followed by the Tesla Model 3 at 55,030 units. From there, volume drops off significantly, with third place going to the affordable Chevy Bolt EV and EUV at 14,709 units, the Ford Mustang Mach-E at 10,414 units, and the aging Tesla Model S rounding out the top five at 9,171 units.

Overall, 205,854 EVs were sold in the third quarter, up 67% from the 123,514 units sold during the same period in 2021. Year-to-date, 578,402 EVs were sold in the third quarter, up 69% from the 342,318 units sold during the same period in 2021. Overall, hybrids outsold EVs by 7.2% in the first three quarters of 2022, a far slimmer margin than in 2021, when hybrids outsold EVs by 53 percent. The age of the electric vehicle has arrived.
 
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TOKYO, Nov 3 (Reuters) - Nissan Motor Co (7201.T) has temporarily stopped taking new orders of its recently unveiled light electric vehicles (EVs) because of prolonged delivery periods of a year or more, a Nissan spokesperson said on Thursday.

The Japanese automaker stopped taking orders of the Sakura, fully electric micro "kei" cars, at the end of the month, the spokesperson said. The company announced the suspension on its website on Tuesday and it is unclear when it will resume taking orders.
...
The Japanese automaker unveiled the Sakura, its first jointly developed light EV with alliance partner Mitsubishi Motors Corp (7211.T), in May and said in July it had attracted orders of 23,000 units, exceeding the total number of battery-driven EVs sold by all companies in Japan last year.

Nissan said in August it would stop taking new orders for the Leaf EV currently sold in the domestic market in late September.
Here's what I bolded in the above:
"in May and said in July it had attracted orders of 23,000 units, exceeding the total number of battery-driven EVs sold by all companies in Japan last year."
 
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On the note of Japan, per page 17 of http://www.jama.or.jp/english/reports/docs/MIoJ2022_e.pdf, there were 21.6K new BEVs registered in Japan in 2021. This is out of 4.45 million new vehicles (see page 6). These are basically the same figures I mentioned at Who can catch Tesla ? They seem to be experiencing exponential growth…... So, basically for 2021, BEV were just under 0.5% of new automobile sales there.

For reference, https://www.jama.or.jp/library/publish/mioj/ebook/2021/MIoJ2021_e.pdf is the doc for the previous year.
 
EV registrations in U.S. up 57% through September as Tesla rivals turn up pressure
Legacy automakers and non-Tesla startups saw a 71% surge in EV registrations through September. Tesla vehicles, meanwhile, rose 50% during the period, according to data from Experian Automotive
 
According to visual capitalist lithium is the most expensive part of a battery. Prices have gone up 10X since 2021.
A single tonne of lithium carbonate, one of the refined forms of lithium that’s used in batteries, now costs over $75,000, up from around $6,500 at the beginning of 2021.

MetalPrice per tonneUse in batteries
Lithium carbonate$78,009Cathode
Cobalt (refined)$46,902Cathode
Nickel$26,751Cathode
Copper$9,140Current collectors
Manganese (electrolytic metal)$2,225Cathode
 
I asked Google Bard which car company is going to go bankrupt first. Response:
Some of the car companies that are most at risk of bankruptcy include:
  • Stellantis: Stellantis is a relatively new company, formed in 2021 by the merger of Fiat Chrysler Automobiles and Groupe PSA. The company has been struggling to integrate the two companies' operations, and it is facing increasing competition from electric vehicle manufacturers.
  • General Motors: General Motors has been in decline for several years, and it is facing stiff competition from foreign automakers. The company has also been slow to transition to electric vehicles.
  • Ford Motor Company: Ford Motor Company has been struggling to compete with foreign automakers in the United States, and it has also been slow to transition to electric vehicles.
  • Nissan Motor Company: Nissan Motor Company has been hit hard by the global chip shortage, and it is facing increasing competition from Chinese automakers.
  • Renault Group: Renault Group is facing a number of challenges, including the global chip shortage, the war in Ukraine, and the ongoing COVID-19 pandemic.
It is important to note that these are just a few of the car companies that are at risk of bankruptcy. The automotive industry is constantly changing, and it is difficult to predict which companies will be successful in the long run.
 
I asked Google Bard which car company is going to go bankrupt first. Response:
Some of the car companies that are most at risk of bankruptcy include:
  • Stellantis: Stellantis is a relatively new company, formed in 2021 by the merger of Fiat Chrysler Automobiles and Groupe PSA. The company has been struggling to integrate the two companies' operations, and it is facing increasing competition from electric vehicle manufacturers.
  • General Motors: General Motors has been in decline for several years, and it is facing stiff competition from foreign automakers. The company has also been slow to transition to electric vehicles.
  • Ford Motor Company: Ford Motor Company has been struggling to compete with foreign automakers in the United States, and it has also been slow to transition to electric vehicles.
  • Nissan Motor Company: Nissan Motor Company has been hit hard by the global chip shortage, and it is facing increasing competition from Chinese automakers.
  • Renault Group: Renault Group is facing a number of challenges, including the global chip shortage, the war in Ukraine, and the ongoing COVID-19 pandemic.
It is important to note that these are just a few of the car companies that are at risk of bankruptcy. The automotive industry is constantly changing, and it is difficult to predict which companies will be successful in the long run.
Well GM did manage to build/sell (2) TWO Hummer EV’s in the first Quarter or 2023 so they are on a fast pace to done town. Lucid May follow them at the current burn rate.