raptor5244
Active Member
I used to think this as well but now I think they will surprise us. The Silverado EV is supposed to debut next month with 400+ mile range with both consumer and fleet versions. We have already seen the F-150, Rivian pickup for high end "adventurer". I mean the other guys don't seem to far behind considering how late Tesla is on the CT and now it sounds like they are still figuring out powertrain configurations, etc. If anything they seem to be further ahead of Tesla from a pickup perspective. Tesla may have more advanced battery tech and drive units but the reality is once the competitors battery has a 400 mile range and better performance and lower operating cost than the ICE based truck most will not care what type of battery cells or other technical specs the truck has to offer. Price, warranty and can I charge the thing will be the main deciding factors then for truck buyers they will get lots of options including a truck in different paint colors.GM and Ford are still years away from having an effective battery strategy.
Until they get battery production online, ramping up their EV line means selling trucks at 2% margin instead of 20% margin. Fundamentally they cannot compete with the Cybertruck on price. They aren’t even planning on converting most of their fleet before 2030.
I do agree the ramp will take some time but that is ok because the majority of the customer base will not all be able to make this transition so quickly. The main issue is still price and lack of charging capability. I mean you can basically rule out just about everyone who lives in an apartment or home without a garage or easy access to a 50amp circuit. Also rural areas where folks travel further distances, haul heavy loads or tow trailers with boats, landscaping equipment, etc. will not want to deal with the current Supercharger parking situation. For now, I see most EV pickups buyers as the same folks who really don't really need a pickup today but buy one.