RobStark
Well-Known Member
Nobody outside LG and GM knows for sure.
I wouldn't be opening up the Lyriq order book if the beginning date of Ultium manufacture were unknown.
Why piss off customers just for giggles?
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Tesla BEV Competition Developments
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Nobody outside LG and GM knows for sure.
I wouldn't be opening up the Lyriq order book if the beginning date of Ultium manufacture were unknown.
Why piss off customers just for giggles?
Depends on what you think a delay will cost you, in terms of customer anger, lost reservations, image problems, and all the rest. Doesn’t hurt to take reservations before you know the delivery date; look at the Cybertruck. Or, worse yet, the comically delayed Model X!
Also, if they truly think they can restart Bolt production in mid-October, presumably it wouldn’t set the Ultium back too much even if it needs the same fixes. Of course, I have no idea whether anybody believes that either.
RobStark
Well-Known Member
Per the Main Thread Tesla is excellent at customer selection.
Wealthy Masochist.
Cadillac ain't so lucky. They have to accept all the customers they can get.
No, because LG has just resumed making Bolt batteries after they and GM claim to have discovered and fixed the manufacturing flaw(s) and QA weaknesses that caused the Bolt cell failures.
sounds pretty impressive. How are they able to sell this new sedan for so much less than a smaller model 3? Looks really nice for the price.
For those of us with JavaScript disabled this is ...?
GM's press release:
Sorry I assumed that you would see the thumbnail.
It is a new Chinese EV with great specs and a great price, it represents price parity with ICE.
RobStark
Well-Known Member
Mercedes-Benz joins Stellantis battery joint venture
The automakers will each hold a third of the ownership of Automotive Cells Co. along with French oil and gas conglomerate TotalEnergies SE.
www.detroitnews.com
RobStark
Well-Known Member
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EV maker Polestar strikes $20-bln deal with Gores Guggenheim SPAC
Swedish electric-car maker Polestar said on Monday it will go public by merging with a U.S.-listed blank-check firm backed by billionaire Alec Gores and investment bank Guggenheim Partners at an enterprise value of $20 billion. The deal with Gores Guggenheim will provide Polestar cash proceeds...
www.reuters.com
The Polestar looks interesting. Do they have what it takes to be a competitor in todays marketplace?EV maker Polestar strikes $20-bln deal with Gores Guggenheim SPAC
Swedish electric-car maker Polestar said on Monday it will go public by merging with a U.S.-listed blank-check firm backed by billionaire Alec Gores and investment bank Guggenheim Partners at an enterprise value of $20 billion. The deal with Gores Guggenheim will provide Polestar cash proceeds...
Better question, why is Rivian worth 4x Polestar? Polestar already had deliveries for multiple models in multiple countries under their belt.
RobStark
Well-Known Member
Because Polestar doesn't have a capable off-road pickup truck, SUV, a factory of their own, and ~$10B in the bank.
And a signed contract for 100k delivery vans for Amazon.
JRP3
Hyperactive Member
You mean like ICE buyers do?Nevertheless, I’d choose proven manufacturing and delivery.
RobStark
Well-Known Member
Nevertheless, I’d choose proven manufacturing and delivery.
I wouldn't.
VW,Toyota,GM,Ford,Stellantis,Reanualt-Nissan,Hyundai,Honda,Mercedes,and BMW have proven they can manufacture and deliver over 2M vehicles per year.
I choose Tesla and Rivian.
Rate of progress and Amazon. Rivian went from zero to R1T in 12years, while polestar went from zero to Polestar 2 in 25years. A comparison to Tesla might be relevant if you like money. Investors believe that the reason they could do this fast progress is some properties of the company, which give an indication of their expectation to make progress in the future.
Also having Amazon to bootstrap you might be useful. I dunno, Amazon are not known for overpaying, but I guess they figured out the math of electrical delivery vehicles and realized how much worse the other options were…
Meanwhile, Ford going big with two new EV campuses…
www.cnbc.com
Though they’ll apparently be leading Tesla from behind:
That is, Ford hopes to reach a battery run rate of 100+ GWh in 2026 (Tesla: 2022) and sell 2M EVs by 2030 (Tesla: 2023). ”Lead”, they say.
Ford and SK Innovation to spend $11 billion, create 11,000 jobs on new U.S. EV and battery plants
The investment includes two lithium-ion battery plants in central Kentucky and a 3,600-acre campus in west Tennessee called Blue Oval City.
www.cnbc.com
Though they’ll apparently be leading Tesla from behind:
The three new plants for BlueOvalSK will enable 129 gigawatt hours a year of U.S. production capacity for Ford — enough to power 1 million electric vehicles annually, Ford officials said. That’s more than half of the EV production capacity Ford expected to have globally by 2030.
That is, Ford hopes to reach a battery run rate of 100+ GWh in 2026 (Tesla: 2022) and sell 2M EVs by 2030 (Tesla: 2023). ”Lead”, they say.
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