fholbert
Active Member
Looks
It appears a lot of Tesla owners are trading in for a General Motors vehicle.
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Who can catch Tesla ? They seem to be experiencing exponential growth…..
- Thread starter Stuart Watson
- Start date
Put the post below in another thread, but it is relevant here as well:
There has been a LOT of doom and gloom recently about EVs in the press - especially from certain quarters of the business press who have always been hoping for EVs to fail. High demand for the vehicles is not materializing, or at least not as quickly as predicted. Losses by some manufactures, including the big legacy automakers, are steep. Plans are being rethought. Some of the press is crowing about Telsa's decreasing margins due in part to its price cutting.
There is some merit to the view that the EV transition is in some trouble right now. And that is especially the case with legacy manufacturers (although some new EV firms, like Lucid, are in trouble too). As this article suggests though, despite some cheering that Tesla is not doing quite as well as hoped, they are the exception and are still making a lot of money from their EVs.
Tesla's enduring power is even clearer after the EV competition in Detroit falls flat
Tesla's competition can't keep up. Traditional auto companies were supposed to catch Tesla in the EV market. The past week shows how badly Detroit has failed to do this.
www.businessinsider.com
So good for Tesla. But it is still worrisome for the EV project, and for traditional North American auto manufacturing, that other companies here have not got this figured out yet.
legacy autos are doubling down on their tardiness... school lunch eaten by tesla 2x... lol
Anybody ever heard of "Osborne"?
What did Ford think would happen when they announced that their next gen products wouldn't only support a lame charging infrastructure? Who's going to run out and by today's F150 or Mache when they may support NACS next year?
It could hurt Tesla a bit as well as folks who might jump on a Tesla today may 'wait and see' what is available next year?
Put the post below in another thread, but it is relevant here as well:
There has been a LOT of doom and gloom recently about EVs in the press - especially from certain quarters of the business press who have always been hoping for EVs to fail. High demand for the vehicles is not materializing, or at least not as quickly as predicted. Losses by some manufactures, including the big legacy automakers, are steep. Plans are being rethought. Some of the press is crowing about Telsa's decreasing margins due in part to its price cutting.
There is some merit to the view that the EV transition is in some trouble right now. And that is especially the case with legacy manufacturers (although some new EV firms, like Lucid, are in trouble too). As this article suggests though, despite some cheering that Tesla is not doing quite as well as hoped, they are the exception and are still making a lot of money from their EVs.
Tesla's enduring power is even clearer after the EV competition in Detroit falls flat
Tesla's competition can't keep up. Traditional auto companies were supposed to catch Tesla in the EV market. The past week shows how badly Detroit has failed to do this.
www.businessinsider.com
So good for Tesla. But it is still worrisome for the EV project, and for traditional North American auto manufacturing, that other companies here have not got this figured out yet.
The big concern is that the EV transition may slow down if the legacy makers double down on ICE vehicles and lobby against government support for EV sales and infrastructure.
This is the sort of article that I am talking about regarding the supposed 'meltdown' in EV sales (although I have seen many others like it over the past few weeks). I think that 'meltdown' is too strong a word, but I do think that there is some legitimacy to the observation that the upward curve of EV sales is not what some expected at this point, and especially so for vehicles not made by Tesla. The big factors identified by this article are that there is already a degree of market saturation among 'first adopters' and that uptake of EVs among the more general population is being hampered by concerns about affordability, range anxiety, and insufficient charging infrastructure. I think that there is some merit in those points.
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Volkswagen puts off east European gigafactory amid sluggish EV demand
German car group Volkswagen will not make a decision on a fourth battery factory site for now, with demand for electric vehicles in Europe lagging expectations, Chairman Oliver Blume said on Wednesday.
www.reuters.com
VW Puts East European Gigafactory Plans On ICE, Due To Low Demand For EVs | Carscoops
The company has already confirmed plans for three gigafactories in Germany, Spain, and Canada
www.carscoops.com
I get the impression Tesla is still growing, maybe Hyundai/Kia, Polestar, Vivian, Lucid? It's clear Ford, GM, Mercedes and Volkswagen are not. Not sure about BMW, Porsche or Audi. I thought this EV adoption projection attached was surprising (EV's level off at 30% of the total car market)...more bearish long term than I'd been led to believe?
Attachments
MontyFloyd
Member
That is a bullcrap prediction.
I bet it does not even factor the used BEV market.
My prediction is about 2027 sales of BEV will = ICE.
California is already at 25% of new car sales.
MontyFloyd
Member
It is expected some will always say bad things about opponents to "their team" (as can be seen with the resents wars to a despicable level)
Remove the names and product info and show an investor the numbers, all will say this is an excellent investment.
Volkswagen's Largest EV Plant Slows Down Again Due To Weak Demand
The situation in the Volkswagen Group's largest electric car factory in Zwickau, Germany appears to be worsening because of insufficient demand.
insideevs.com
Are you talking about new automobile sales? And, are you talking about globally, the US or some other country?
For the US, we have Prediction, in Which Year Will New Electric Vehicle Sales Exceed 50% in the United States "Poll". I voted after 2040 and still stand by that. I live in Silicon Valley where we have lots of BEVs and have been driving BEVs as my primary car for over 10 years and have been ICEV-less in my household of 1 since end of Jan 2019.
As I posted elsewhere:
http://www.jama.or.jp/english/reports/docs/MIoJ2023_e.pdf is the report for Japan for 2023.
Per page 5, 4.2 million motor vehicles were sold in Japan in 2022. 3.448 million were passenger cars.
Per page 16, of those passenger cars, these were the # of new registrations in Japan of these types in 2022:
hybrid: 1.45 million
plug-in hybrid: 37.7K
BEV: 58.8K
FCEV: 848
clean diesels 140K
So, in Japan if I did my math right, of their passenger cars, ~42% were HEVs, ~1.1% were PHEVs and ~1.7% were BEVs.
MontyFloyd
Member
New car sales in US.Volkswagen's Largest EV Plant Slows Down Again Due To Weak Demand
The situation in the Volkswagen Group's largest electric car factory in Zwickau, Germany appears to be worsening because of insufficient demand.
Are you talking about new automobile sales? And, are you talking about globally, the US or some other country?
For the US, we have Prediction, in Which Year Will New Electric Vehicle Sales Exceed 50% in the United States "Poll". I voted after 2040 and still stand by that. I live in Silicon Valley where we have lots of BEVs and have been driving BEVs as my primary car for over 10 years and have been ICEV-less in my household of 1 since end of Jan 2019.
Seeing the latest pull back by most car mfg in US, I will up it to end of 2028.
It seems the Legacy companies finally realized it was much harder than expected, putting on brakes to ramp up.
Toyota to Remain Top in Global Vehicle Sales in 2023
Tokyo, Jan. 9 (Jiji Press)--Toyota Motor Corp. is believed to have secured the top spot in global vehicle sale…
www.nippon.com
German automaker Volkswagen Group said Tuesday that its global vehicle sales rose 12 pct from the previous year to about 9.24 million units.
The Japanese automaker sold over 10.22 million vehicles globally in the first 11 months of 2023 alone."
The demise of the OEMs
They haven’t done 31 million battery swaps. They’ve done supposedly 31 million miles worth of battery swaps. No, LOL, it's not 31 million "miles". They've sold ~400k cars so far. If each one swaps weekly that's 20 million swaps a year.
teslamotorsclub.com
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Tiger
Active Member
In the morning and I double checked in the evening, it seems like the guzzler Silverado (was white) was replaced with a lifted brand new grey Silverado. It still has CA temp placards on it. It looked like there was a ZR2 badge on it (Site Maintenance). Looks like their starting MSRP is just under $70K. Not sure if it's leased or owned. Also not sure about the previous Silverado.
They still have 5 cars for 2 drivers. The 19 cent per kWh DC FC still exists and is much cheaper than charging their single EV (a '22 Bolt) at home.
Oh yeah, there's https://www.reuters.com/business/au...worlds-top-selling-automaker-2023-2024-01-30/.
"TOKYO, Jan 30 (Reuters) - Toyota Motor... retained its crown as the world's top-selling automaker for the fourth consecutive year after posting record annual sales of 11.2 million vehicles in 2023, though its chairman apologised on Tuesday for scandals at three group companies."
