Elon’s late-night tweeting.
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They were looking extremely closely back in 2001 as well.I can't say why but I know that Ford was look strongly at EVs in 2007.
@Knightshade expressed it best in a long post this morning, pages back. Probably all the legacy auto makers are screwed. Probably. However, it is interesting to see Ford of all of them moving faster. KS correctly pointed out that Ford themselves had not built battery factories but they have gigafactory sort of relationships with SK to build 2 and I think are on the verge of launching more. The SK factory in SC is well underway I think. However, the Mach-e is getting the press and attention that VW hoped for the id4 (which is a dog). I'm not sure that anyone would have predicted that, it is getting press and attention that the Bolt never had, they had a waiting list even.
Don't get me wrong, Tesla is the only reason any legacy company is doing anything. I can't say why but I know that Ford was look strongly at EVs in 2007. By 2008 they had to mortgage everything to stay afloat and then the Bush admin torched them by bailing out GM. IF GM had stayed bankrupt Ford would have soared post 2009. As it was GM had a relative cake walk.
At this point you could not ask much more from the CEO and leadership team of Ford. Also, yes they will continue to sell lots of ICEs. No one, not even Tesla, has enough batteries to build appreciable numbers of cars this year. Next year will be even worse, I think. Huge demand for EVs and battery plants will be so constrained. Refined products are going to be tight as well- next year could see all manner of battery challenges. So, ICE sales will still be high next year. 2024-5...will be interesting. I think Tesla could be heading for a huge percent of total sales in the EU and NA markets by 2025. Then you will see GM and chrysler really fighting for dear life. I expect the electric f150 and the huge stake in Rivian to save Ford.
They might not make it. I don't see products on GM's product list that are compelling in 2023 and I think 2022/ 2023 is the earliest they can really launch in any scale. GM's association with lordstown and nikola reeks of poor management and governance. Ford did due diligence and invested in Rivian, GM picked Nikola and lordstown- both reeked of fraud and lack of substance. Reeked.
So yeah- I think you could give Ford some credit at this point. They backed Rivian, they got a partner to build them 2 battery factories, they launched a car that is getting amazing publicity, and they got Biden to promote the F150 and have a huge waiting list for it. Objectively, the best of the legacy auto makers. Are they still a legacy firm, yes. Is the car built around a computer, no. Long way to go, yes. Will they make it?
(that Marone cracks me up. If I understand it correctly, it should be "Maronn'", a Napolitan exlamation for "Madonna".)Elon tweeted out the WSJ article I mentioned earlier. So now millions of people will know about it. Free advertising.
Slow day, after hours....
Looking at what countries NEED Tesla for the mission:
Article: Just 25 'mega-cities' produce 52 per cent of the world's urban greenhouse gas emissions — and 23 of them are in China
Wow. 52% of world's pollution coming from only 25 cities....I compiled that data of top 75 cities by country and took into consideration population sizes (to be fair)...
Country Sum of Pollution,
Megatons of CO2% of pollution Sum of Population Tons CO2/capita China 2,565.9 66.12%263,071,354 9.8US 177.8 4.58%18,644,290 9.5Russia 154.6 3.98%18,097,557 8.5Germany 125.5 3.23%6,774,374 18.5Japan 106.8 2.75%60,200,420 1.8SouthAfrica 95.1 2.45%16,733,912 5.7Philippines 49.5 1.27%14,158,573 3.5Thailand 49.2 1.27%10,722,815 4.6UAE 48.3 1.24%2,921,376 16.5Korea 48.1 1.24%9,967,677 4.8Turkey 47.5 1.22%15,415,197 3.1Indonesia 43.9 1.13%10,915,364 4.0India 41.9 1.08%31,902,674 1.3Singapore 40.4 1.04%5,991,801 6.7Australia 36.3 0.94%2,067,333 17.6UnitedKingdom 33.6 0.87%9,425,622 3.6Venezuela 31.8 0.82%2,945,858 10.8Mexico 30.7 0.79%21,918,936 1.4Nigeria 29.3 0.76%14,862,111 2.0Brazil 25.0 0.64%22,237,472 1.1Vietnam 22.4 0.58%4,874,982 4.6Italy 21.9 0.56%1,795,235 12.2Chile 20.0 0.52%6,811,595 2.9Canada 18.1 0.47%6,254,571 2.9Netherlands 17.5 0.45%1,012,007 17.3Grand Total 3,880.8 100.00%579,723,106 6.7
It's pretty staggering to see how concentrated these results are. I wanted to see it grouped by Country and then needed to see population to be fair. Just thought I'd share. Good thing we've got a Giga in Shanghai !!!
Here's with the cities visible:
Stand out cities for pollution per capita: Handan, China @ 70.7 and Frankfurt, Germany @ 58.3 Tons/capita...
edit: fixed error in pivot table
Row Labels Sum of Pollution % of pollution Sum of Population Tons CO2/capita China 2,565.9 66.12%263,071,354 9.8Beijing 132.6 3.42%20,896,820 6.3Changchun 42.6 1.10%4,520,695 9.4Changsha 24.6 0.63%4,694,722 5.2Chengdu 54.5 1.40%9,305,116 5.9Chongqing 80.6 2.08%16,382,376 4.9Dalian 142.5 3.67%5,775,938 24.7Guangzhou 71.0 1.83%13,635,397 5.2Guiyang 42.1 1.08%3,407,463 12.4Handan 199.7 5.15%2,824,345 70.7Hangzhou 61.4 1.58%7,845,501 7.8Harbin 30.8 0.79%5,000,000 6.2Hefei 18.8 0.48%4,371,005 4.3Hohhot 23.5 0.60%2,239,344 10.5Hong Kong 55.9 1.44%7,598,189 7.4Huizhou 68.7 1.77%2,605,871 26.4Jiaxing 33.9 0.87%1,318,418 25.7Jinan 38.5 0.99%8,700,000 4.4Kaohsiung 63.6 1.64%2,773,000 22.9Kunming 63.0 1.62%4,550,831 13.8Lanzhou 29.9 0.77%3,153,808 9.5Nanchang 25.2 0.65%3,709,958 6.8Nanjing 47.9 1.24%9,143,980 5.2Nanning 20.9 0.54%3,974,322 5.3Qingdao 93.6 2.41%5,742,486 16.3Shanghai 187.9 4.84%27,795,702 6.8Shenzhen 62.9 1.62%12,591,696 5.0Shijiazhuang 67.8 1.75%4,199,392 16.1Suzhou 151.8 3.91%7,427,096 20.4Taiyuan 26.7 0.69%3,976,000 6.7Tianjin 125.9 3.24%13,794,450 9.1Urumqi 75.3 1.94%4,543,684 16.6Wuhan 110.9 2.86%8,473,405 13.1Wuxi 76.9 1.98%3,315,113 23.2Xi'an 28.2 0.73%8,274,651 3.4Yinchuan 55.5 1.43%1,626,584 34.1Zhengzhou 66.2 1.70%5,510,341 12.0Shenyang 64.1 1.65%7,373,655 8.7US 177.8 4.58%18,644,290 9.5Chicago 31.5 0.81%2,679,080 11.8Houston 33.4 0.86%2,323,660 14.4Los Angeles 26.6 0.68%3,983,540 6.7New York City 51.3 1.32%8,230,290 6.2San Diego 35.0 0.90%1,427,720 24.5Russia 154.6 3.98%18,097,557 8.5Moscow 112.5 2.90%12,593,252 8.9Saint Petersburg 42.1 1.08%5,504,305 7.6Germany 125.5 3.23%6,774,374 18.5Berlin 27.5 0.71%3,566,791 7.7Frankfurt 45.7 1.18%784,780 58.3Hamburg 19.5 0.50%1,788,995 10.9Stuttgart 32.8 0.85%633,808 51.8Japan 106.8 2.75%60,200,420 1.8Osaka 19.8 0.51%19,110,616 1.0Tokyo 66.1 1.70%37,339,804 1.8Yokohama 21.0 0.54%3,750,000 5.6SouthAfrica 95.1 2.45%16,733,912 5.7Cape Town 21.5 0.55%4,709,990 4.6Durban 22.7 0.58%3,176,254 7.1Johannesburg 24.7 0.64%5,926,668 4.2Tshwane 26.1 0.67%2,921,000 8.9Philippines 49.5 1.27%14,158,573 3.5Manilla 49.5 1.27%14,158,573 3.5Thailand 49.2 1.27%10,722,815 4.6Bangkok 49.2 1.27%10,722,815 4.6UAE 48.3 1.24%2,921,376 16.5Dubai 48.3 1.24%2,921,376 16.5Korea 48.1 1.24%9,967,677 4.8Seoul 48.1 1.24%9,967,677 4.8Turkey 47.5 1.22%15,415,197 3.1Istanbul 47.5 1.22%15,415,197 3.1Indonesia 43.9 1.13%10,915,364 4.0Jakarta 43.9 1.13%10,915,364 4.0India 41.9 1.08%31,902,674 1.3Chennai 19.3 0.50%11,235,018 1.7Mumbai 22.6 0.58%20,667,656 1.1Singapore 40.4 1.04%5,991,801 6.7Singapore 40.4 1.04%5,991,801 6.7Australia 36.3 0.94%2,067,333 17.6Perth 36.3 0.94%2,067,333 17.6UnitedKingdom 33.6 0.87%9,425,622 3.6London 33.6 0.87%9,425,622 3.6Venezuela 31.8 0.82%2,945,858 10.8Caracas 31.8 0.82%2,945,858 10.8Mexico 30.7 0.79%21,918,936 1.4Mexico City 30.7 0.79%21,918,936 1.4Nigeria 29.3 0.76%14,862,111 2.0Lagos 29.3 0.76%14,862,111 2.0Brazil 25.0 0.64%22,237,472 1.1Sao Paulo 25.0 0.64%22,237,472 1.1Vietnam 22.4 0.58%4,874,982 4.6Hanoi 22.4 0.58%4,874,982 4.6Italy 21.9 0.56%1,795,235 12.2Torino 21.9 0.56%1,795,235 12.2Chile 20.0 0.52%6,811,595 2.9Santiago 20.0 0.52%6,811,595 2.9Canada 18.1 0.47%6,254,571 2.9Toronto 18.1 0.47%6,254,571 2.9Netherlands 17.5 0.45%1,012,007 17.3Rotterdam 17.5 0.45%1,012,007 17.3Grand Total 3,880.8 100.00%579,723,106 6.7
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"fires' suspected cause: a misalignment inside the battery cell. Said misalignment would be the folded anode tab and would have nothing to do with cell separators, as previous rumors said."
What may kill Ford is not an inability to sell 100% of their EV production- it'll be how few of them they're capable of producing.
Same here.Thank you, it has been a couple of weeks since we got rid of the last gas car (Mercedes suv) that we had. 100% electric fleet now. I enjoy observing what AP sees. Build quality of the Y is better than my 2016 facelift s. The progress is evident.
Based on the reactions I get from youngsters as I drive around my local area, I 100% agree.The new generation sees Tesla as their dream car, not Porsche. They will grow up dreaming or driving a Tesla instead of driving Porsche like we did when we were young.
It is even funnier or weirder that I could read that
Me three. Sold my 96 Jeep about 3 weeks ago. Now have waiting space for the coming CT.Same here.
got rid of my last gas car 3 weeks ago. Now, 100% electric.
the only flash I have noticed is the compound they apply to finish the paint on the driver side went on the chrome delete trims. I didn’t notice at delivery because it was sunny, I couldn’t remove the white compound on the black trims near the driver window, placed à service call, went to Tesla yesterday, they cleaned the whole car but there are some oily stain marks on the upper window Chrome delete driver sid, the guy ordered news trims for the whole car and told me he would try to make a mobile ranger come change them so don’t have to go back. I never had anything else but excellent service every time I needed. That’s why I will keep buying Teslas for the rest of my life.
Gave my 20 y.o nephew a test drive yesterday, now he wants to replace his Toyota Yaris with a Tesla, instantaneous conversion. The new generation sees Tesla as their dream car, not Porsche. They will grow up dreaming or driving a Tesla instead of driving Porsche like we did when we were young.
Dan did one of the first glowing reviews of the original Model S in 2012. He’s always loved the car.Wasn't it also Dan Niel of the WSJ who got run off of twitter by TSLAQ who didn't like his glowing review of the Model 3P?
Not sure what axe you're grinding- you seemed determine to some fairly informed posts and an excellent summary by @Knightshade but here goes.Ford will be able to sell every EV they actually make but the real problem is not how many they are capable of producing, it's whether they can sell them for more than it costs to make, market and deliver them. How does it help them to sell all of them if they lose money on every one they sell? That's why they won't be making many!
You may say, "Certainly, Ford knows how to make cars, they just need volume efficiencies". But Ford couldn't even make gas cars profitably (except for the Mustang)! And you have already admitted they will not be able to make EV's in high volumes. And making an EV for a competitive price is much more difficult, even in volume, than making an ICE car for a competitive price. You can thank Tesla's relentless pursuit of figuring out more efficient ways to do things for making EV's cost competitive (and profitable). But Ford can't just snap their fingers and be as efficient as Tesla. Ford has a real problem on their hands and the electric F-150 is not going to magically fix it. Nor will three or four more years. Even an unlimited supply of batteries at current battery prices cannot fix Ford's problem! Because they can't make an EV that is cost-competitive with a gas car.
hmmm, interesting I was pretty sure that SK was building these for Ford but maybe that split the contract so SK gets the lightening?BTW - Mach-E battery packs are LG -corrected by Ford themselves - 1:30 into the video
I think the EPA ratings in this table have not been converted to kilomteres.This is from /r/WSB - and entirely correct.
View attachment 684710
Still nothing to be happy about - it increases the "EVs are fire hazards" myth.
In other news: the I4 configurator is live - we now know that driving a BMW electric vehicle in Switzerland costs you dearly. How much you ask? Well if you compare the i4 M50 to the Model 3 LR AWD Performance Boost, you could buy a second Model 3 SR+ with the money the BMW costs you more than the faster, quicker, lighter and more efficient Tesla...
Why 7/23 vs. later?Max pain is $657.50 for 7/23. It will be interesting to see what it is come Monday morning. I'm watching it closely as I'm planning on selling come calls for expiry 7/23.