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re: GM delays start of EV production at Michigan plant due to lack of demand

Posted on 10/18/23 at 7:07 pm to
Posted by Obtuse1
Westside Bodymore Yo
Member since Sep 2016
25928 posts
Posted on 10/18/23 at 7:07 pm to
quote:

There will never be a demand for EV trucks.


My mother impressed on me at a young age the words "never" and "always" are the two most dangerous words in the English language. This is especially true when used with an open-ended period of time in the future.

The thing about trucks whether it is light, medium, or heavy-duty is the power delivery characteristics of an electric motor are far superior to a gasoline/diesel motor for the application. They also facilitate a far simpler and potentially more robust power train. The primary issues are energy storage density and recharge times with a secondary issue being initial cost. When (I don't think if is in the discussion) those issues are "solved" then electric motor powered trucks will become ubiquitous.

When towing or hauling heavy loads massive peak torque from 0 rpm without using a torque converter/transmission with the necessary slippage along with multiple gears is just a huge advantage. This is something the railroad industry learned 70 years ago.
Posted by Chad504boy
4 posts
Member since Feb 2005
166976 posts
Posted on 10/18/23 at 7:08 pm to
They don’t even have enough ev certified techs either
Posted by Metrybaw
Member since Apr 2022
180 posts
Posted on 10/18/23 at 7:09 pm to
All I can say is that the 3L baby duramax is amazing
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 7:09 pm to
quote:

Those PO's going to wait while GM idles the plant? They can't be that serious if they can wait that long.

I haven’t heard they’re idling all of them. I think hammtramick is still rolling to fill orders.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
262290 posts
Posted on 10/18/23 at 7:10 pm to
quote:

There will never be a demand for EV trucks.


I think they will. Of all the EVs, Trucks to me are the most intriguing.
Posted by upgrade
Member since Jul 2011
13243 posts
Posted on 10/18/23 at 7:11 pm to
quote:

EV demand in the near future just isn’t as strong as automakers were predicting.



I don’t think auto makers predicted a high demand.
The government is pushing it and few actually want it.
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 7:11 pm to
quote:

All I can say is that the 3L baby duramax is amazing

I love the baby diesels even after washing the funk of the old rams spitting main seals out on the highway. But they still have the same fleet issue that makes the EV use case work.
Posted by Jcorye1
Tom Brady = GoAT
Member since Dec 2007
71584 posts
Posted on 10/18/23 at 7:14 pm to
quote:

Not having to stop and fuel up and not idling all day are big efficiency gains and save companies a lot of money.


I'm sure not filling up on-site but instead charging on-site saves millions.
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 7:20 pm to
quote:

I'm sure not filling up on-site but instead charging on-site saves millions

They charge overnight and prevent the 45 minute gas station stop. Workers show up everyday with a full charge and go to work. The fuel saving from idling all day can be significant. The last fleet I managed was spending 100k a week in excessive idling fuel.
Posted by Clames
Member since Oct 2010
16646 posts
Posted on 10/18/23 at 7:21 pm to
quote:

When towing or hauling heavy loads massive peak torque from 0 rpm without using a torque converter/transmission with the necessary slippage along with multiple gears is just a huge advantage. This is something the railroad industry learned 70 years ago.



Except consumers are less concerned with off-idle torque than any number of other factors. In fact many current truck buyers absolutely clueless about such a metric let alone the general public. Current trucks are limited by their frames, not powertrain.
This post was edited on 10/18/23 at 7:22 pm
Posted by BuckyCheese
Member since Jan 2015
50124 posts
Posted on 10/18/23 at 7:31 pm to
quote:

When towing or hauling heavy loads massive peak torque from 0 rpm without using a torque converter/transmission with the necessary slippage along with multiple gears is just a huge advantage. This is something the railroad industry learned 70 years ago.


120 years or so.

Straight electric locomotives were in service long before diesel-electrics.

*For those that don't know, a diesel locomotive is actually similar to a power plant on wheels with (electric) traction motors on each axle. The prime mover (diesel engine) turns a main generator (actually an alternator for the past 50 years but the name remains) to generate electricity.



Posted by JackieTreehorn
Malibu
Member since Sep 2013
29241 posts
Posted on 10/18/23 at 7:41 pm to
GM and Ford never learn. So wish they would have gone out of business.
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 7:45 pm to
quote:

GM and Ford never learn.

They chose very different paths on this. Ford only targeted the consumer market for the lightning. GM went after the fleets. They haven’t idled all production in the Silverado EV but have idled one plant because they aren’t seeing the demand they expected. I imagine that’s from the consumer side since the fleet orders have been strong.
Posted by AndyCBR
Baton Rouge, LA
Member since Nov 2012
7567 posts
Posted on 10/18/23 at 7:56 pm to
quote:

We shouldn’t subsidize anything.


Agreed.

quote:

But that cats been out the bag for way too long.


I disagree, no need to continue this nonsense and it can be changed.
Posted by AndyCBR
Baton Rouge, LA
Member since Nov 2012
7567 posts
Posted on 10/18/23 at 7:58 pm to
quote:

I imagine that’s from the consumer side since the fleet orders have been strong.



I find this difficult to believe. Care to share some backup besides speculation?

"They're selling those EV's like hotcakes!"
Posted by AndyCBR
Baton Rouge, LA
Member since Nov 2012
7567 posts
Posted on 10/18/23 at 8:01 pm to
quote:

*For those that don't know, a diesel locomotive is actually similar to a power plant on wheels with (electric) traction motors on each axle. The prime mover (diesel engine) turns a main generator (actually an alternator for the past 50 years but the name remains) to generate electricity.



And the beauty of this system is almost unlimited power with access to diesel fuel.

Also the ability to continuously vary the power/torque to the final drive electric motors by adjusting the motors power factor while keeping the diesel fully loaded at a stable, efficient rpm.
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 8:02 pm to
quote:

I disagree, no need to continue this nonsense and it can be changed.

That’s just picking winners and losers.
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 8:03 pm to
quote:

I find this difficult to believe. Care to share some backup besides speculation?

Fleets have put in a shite load of orders for the Silverado EV w/t. That’s not speculation. It’s real.
This post was edited on 10/18/23 at 8:09 pm
Posted by AndyCBR
Baton Rouge, LA
Member since Nov 2012
7567 posts
Posted on 10/18/23 at 8:05 pm to
quote:

That’s just picking winners and losers.




No, the government subsidizing EV tech and penalizing ICE vehicles is exactly what is happening, and that is picking winners and losers...

You're correct but misguided.
Posted by billjamin
Houston
Member since Jun 2019
12719 posts
Posted on 10/18/23 at 8:10 pm to
quote:

No, the government subsidizing EV tech and penalizing ICE vehicles is exactly what is happening, and that is picking winners and losers...

Only if you ignore the massive supply chain subsidization for o&g.

Look at the DOE funding of the ecoboost development.
This post was edited on 10/18/23 at 8:11 pm
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