Dikkie Dik
If gets hard, use hammer
VW troubles are increasing, they’re now suspending all investments bar the most essential.
The CEO’s own words: ‘last wake up call’
The CEO’s own words: ‘last wake up call’
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The demise of the OEMs
- Thread starter Buckminster
- Start date
UkNorthampton
TSLA - 12+ startups in 1
The speech & its reporting are obviously NOT saying that VW EVs have trouble selling, but that's the truth. ID3 is not compelling, prices seem high, software faults, silly switches for back windows etc that are neither Tesla simple nor old-style.
If I was VW.... investigate Google Android Automotive that's used in other cars(with/without "GAS" - Android Automotive - Wikipedia), However, I suspect that whatever VW does, they can't be competitive on price long term without major, unpalatable, maybe unrealisable changes.
Tesla is lumped in (in the article) but I see little evidence for that & Tesla have so many new markets they can serve. Turkey recently (still no accurate sales figures) and Malaysia opening up around 20th July. I wouldn't be surprised if Indonesia is soon. Turkey is Left-Hand Drive from Berlin (Model Y) & Malaysia/Indonesia/Thailand are Right-Hand Drive from China.
It has occurred to me that demand in Thailand and especially launch demand in Malaysia has drawn down Right-Hand Drive supply for UK & Eire & other RHD markets in Rest of Europe (island states, I believe). UK being the most reported on, but UK has its own economic/political/strikes concerns that are probably affecting Tesla. Hard to unentangle various factors.
In the UK, there's also a huge negative mainstream media FUD* push regarding EV demand/residuals. This isn't as wide-scale as reported, but is based largely on Model 3 resale prices having dropped rapidly from higher than original new prices to much lower ones as used car (ex-lease? replacing with Model Y) inventory increased & availability of Model Y began. I think this is holding back a mainstream-media consuming conservative used market in UK. Why every Prius "taxi" (private hire/ride-share) driver doesn't swap to a Model 3 is beyond me. Could be that many live in terraced houses or are just not aware/conservative in what they are used to. Could also be that many/some cars are hired and not owned.
I also believe that launch demand in Turkey for Made in Germany Model Y has been significant, but hindered by a Turkish port IT system failing - leaving cars & other goods stuck in port. Not ideal in a country with high inflation, rapidly falling currency.
*Fear, Uncertainty & Doubt
The old "negative margin" plus low demand combo:
Fortunately they can't make very many, otherwise they would in real trouble. And this is the one we wanted to survive and indeed thought had a chance...
Only Mercedes seem to be on the right trajectory. But that is early days - inferior product for those that want something non Tesla.
Fortunately they can't make very many, otherwise they would in real trouble. And this is the one we wanted to survive and indeed thought had a chance...
Only Mercedes seem to be on the right trajectory. But that is early days - inferior product for those that want something non Tesla.
Tesla fan here, but also for the in-country manuf such as Merc for those in EU
Here in USA, I’m also rooting for GM and the new Blazer from Mexico replacing the Bolt
The Bolt stays on sale until Dec
Blazer shows up to dealers Aug, 30 days away
Let’s see where the price come in vs Bolt with all tax incentives included and the Blazer EV could be a huge win for GM and USA
Crossing my fingers
Here in USA, I’m also rooting for GM and the new Blazer from Mexico replacing the Bolt
The Bolt stays on sale until Dec
Blazer shows up to dealers Aug, 30 days away
Let’s see where the price come in vs Bolt with all tax incentives included and the Blazer EV could be a huge win for GM and USA
Crossing my fingers
yes, like I said money is tight for purchases like Lightening and MachE, also impacted by the lame charging network for non-Teslas
but at the low end, the market is desperate for a cheap EV, bolt was crushing it and def not as good looking as the Blazer
until the M2 gets here, we need cheap EVs
Ford does not have one....
The Cheapest China EV after current tariffs brought to USA, not including shipping or sales tax, is estimated at $14K USD
The M2 after incentives is est at $16K USD
The Blazer EV is not targeting this cheapest target as GM CEO states rhe Bolt will be reborn 2025+ at this level
As to address the market with an SUV cheaper than the MYAWD or MYRWD GM has this a Blazer EV
This will be successful like rhe M3RWD if the price is $35K USD, at its lowest trim level, bef incentives and $25K after
Will be great to see GM get in front of Hyundai in the USA again
Competition is heating up
The M2 after incentives is est at $16K USD
The Blazer EV is not targeting this cheapest target as GM CEO states rhe Bolt will be reborn 2025+ at this level
As to address the market with an SUV cheaper than the MYAWD or MYRWD GM has this a Blazer EV
This will be successful like rhe M3RWD if the price is $35K USD, at its lowest trim level, bef incentives and $25K after
Will be great to see GM get in front of Hyundai in the USA again
Competition is heating up
UkNorthampton
TSLA - 12+ startups in 1
Norway have more (probably) but I'm in the UK, we have 160 available models (includes variants) with another 29 due soon, loads of different price points/sizes. Still Model Y is by far the best seller
Most viewed:- MG4 (selling well, so worth checking against Blazer specs?), Teslas (3 & Y) and a Kia (older model, revamped, but not one of the newer releases). Prices won't compare to USA as taxes & fees are included. Plus all of these are imported - if import taxed - probably at 5% (guess/half-remembered).
ev-database.org
This allowed to strengthen in the year-to-date standing, moving from seventh position to fourth position (19,551 units), just behind the third Nissan Qashqai (19,983).
No other stand-alone all-electric model was able to get into top 10.
Most viewed:- MG4 (selling well, so worth checking against Blazer specs?), Teslas (3 & Y) and a Kia (older model, revamped, but not one of the newer releases). Prices won't compare to USA as taxes & fees are included. Plus all of these are imported - if import taxed - probably at 5% (guess/half-remembered).
EV Database
A comprehensive overview of all electric vehicles in the UK. Search and compare by range, make, model and price.
ev-database.org
My emphasis in Red Bold Italic - UK: Plug-In Car Sales Reached 25% Market Share In June 2023
Top models
The Tesla Model Y once again achieved a spectacular success in the UK, becoming the most registered new car in June, with 5,539 registrations.This allowed to strengthen in the year-to-date standing, moving from seventh position to fourth position (19,551 units), just behind the third Nissan Qashqai (19,983).
No other stand-alone all-electric model was able to get into top 10.
Doggydogworld
Active Member
Matt Smith doesn't understand what's behind Rivian's COGS. To be fair, the company doesn't make it easy since that would involve being honest about their own screw-ups.
petit_bateau
Active Member
Rolls-Royce Motor Cars Limited is a British luxury automobile maker which has operated as a wholly owned subsidiary of BMW AG since 2003
I think the only UK-owned and UK-made is Morgan.
UkNorthampton
TSLA - 12+ startups in 1
Morgan of course having more advanced elements than even Tesla - Tesla have to cast chassis & stamp/weld bodies, Morgan grow their frames
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UkNorthampton
TSLA - 12+ startups in 1
To add to this, volume producers were probably Japanese cars, Jaguar Land Rover (Tata). Honda closed down, Ford just makes bits (engines/gearboxes?), Vauxhall (Opel) might make components, maybe vans. Toyota & Nissan are probably biggest. My guess is that they'll leave soon.
New ICE-powertrain joint adventure from Renault-Geely-Saudi Aramco is meant to be headquartered in UK. So I wouldn't expect that to last, just enough to milk some subsidies from a terrified bunch of inept politicians clutching at "good news" straws.
Tata, Nissan got money & BritishVolt nearly did. Possible that Toyota, Vauxhall, others (especially component suppliers) did too. Vauxhall is Stellantis now, used to be part of GM years ago.
New Renault-Geely engine firm to have headquarters in UK
The deal between France's Renault and the Chinese maker of London taxis will support 19,000 jobs.
www.bbc.co.uk
Doggydogworld
Active Member
Renault leader says EU auto manuf have failed and it’s too late
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www.reuters.com
Imagine this happens in rhe USA
What a nightmare …..
'Chinese storm' looming over Europe's EV sector, Renault chairman warns
A "Chinese storm" is looming over Europe's growing electric vehicle (EV) sector, Renault Chairman Jean-Dominique Senard told Reuters on Saturday, as Asia's superpower dominates key raw materials to make batteries for zero emission cars.
www.reuters.com
Imagine this happens in rhe USA
What a nightmare …..
Write to your congressman
Need +17% added to the tariff on China vehicle imports to level rhe playing field
Also consider vehicles are transport infrastructure, like rhe 5G equipment from China, maybe we just block, could hurt Tesla in china
No paranoia but every chinese vehicle could end up being a data gathering, video, sound, movement tracking device for rhe chinese govt
Crazy how the future could get
Protect USA!!!!
Need +17% added to the tariff on China vehicle imports to level rhe playing field
Also consider vehicles are transport infrastructure, like rhe 5G equipment from China, maybe we just block, could hurt Tesla in china
No paranoia but every chinese vehicle could end up being a data gathering, video, sound, movement tracking device for rhe chinese govt
Crazy how the future could get
Protect USA!!!!