HERE is the big advantage Tesla has. Over on Teslaratti they talk of the MachE official EPA range. 270 miles vs 326 on the MY. Ford Mustang Mach-E gets near-Tesla-level EPA-rated range
BUT! The Tesla has a smaller battery(75kw vs 88 kw in MachE) so Tesla battery costs are LESS to go father. THAT is the Tesla first-mover advantage. (lower costs and faster recharging per mile traveled)
Look at the combine MPGe. MY=125, MachE=90. My goes 40% father per kW! Could be aerodynamics, but MachE looks about same size and smoothness as MY. Plus you would think the 'legacy' automaker could nail the aero and had a lower Cd. The legacy makers are just going to KILL Tesla with all this better knowledge they bring, right?
Long term, I became VERY bullish on Tesla after battery day. Alot didn't because no 1million mile battery. Who cares. IF I drive 20,000 miles/year that's 50 years! What, I get 1 car when turn 20 and die with it 50 years later?
IF EVs are going mainstream, the battery supply is paramount. Didn't MachE 'sell-out' already because no more batteries? Heard the Rav 4 PHEV sold out because Toyota didn't contract for more batteries. What, sold like 4,000 units?
IF going to sell 2million cars a year+, need LOTS of battery capacity. Only Tesla seems to be ahead and planning for this with new cell structure and making their own.
If can get costs of battery down (Tesla goal so sell cheaper car or make more profit per car) and have battery supply (Tesla goal) and have leadership in going the farthest per kw (Tesla lead just shown here), the legacy makers have a long road ahead.
Disclaimer, I own Tesla stock and right now am VERY happy! Hope to get enough profit to buy that MX I've wanted for the family.
BUT! The Tesla has a smaller battery(75kw vs 88 kw in MachE) so Tesla battery costs are LESS to go father. THAT is the Tesla first-mover advantage. (lower costs and faster recharging per mile traveled)
Look at the combine MPGe. MY=125, MachE=90. My goes 40% father per kW! Could be aerodynamics, but MachE looks about same size and smoothness as MY. Plus you would think the 'legacy' automaker could nail the aero and had a lower Cd. The legacy makers are just going to KILL Tesla with all this better knowledge they bring, right?
Long term, I became VERY bullish on Tesla after battery day. Alot didn't because no 1million mile battery. Who cares. IF I drive 20,000 miles/year that's 50 years! What, I get 1 car when turn 20 and die with it 50 years later?
IF EVs are going mainstream, the battery supply is paramount. Didn't MachE 'sell-out' already because no more batteries? Heard the Rav 4 PHEV sold out because Toyota didn't contract for more batteries. What, sold like 4,000 units?
IF going to sell 2million cars a year+, need LOTS of battery capacity. Only Tesla seems to be ahead and planning for this with new cell structure and making their own.
If can get costs of battery down (Tesla goal so sell cheaper car or make more profit per car) and have battery supply (Tesla goal) and have leadership in going the farthest per kw (Tesla lead just shown here), the legacy makers have a long road ahead.
Disclaimer, I own Tesla stock and right now am VERY happy! Hope to get enough profit to buy that MX I've wanted for the family.