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re: Ford, GM, Mercedes come clean on EV demand weakness

Posted on 11/1/23 at 9:40 am to
Posted by billjamin
Houston
Member since Jun 2019
18013 posts
Posted on 11/1/23 at 9:40 am to
quote:

They also are making mostly cars. Ford and GM trying to do trucks first is stupid.

Yep it was dumb. They figured they could just plop an EV drivetrain into a already existing truck platform and it would work. It kinda did, but unfortunately the EV tech they bought from China was junk and they didn't really iron out the platform.

And even as big a pieces of shite as they are, they would still be a good addition to a lot of fleets.
This post was edited on 11/1/23 at 9:42 am
Posted by kywildcatfanone
Wildcat Country!
Member since Oct 2012
139314 posts
Posted on 11/1/23 at 10:05 am to
quote:

Pretending Tesla has been anything other than a massive success is pretty odd.




They have been successful with their cars, and as I said earlier, that is where the big 3 should have gone first, not trucks.

But with Trucks, Elon has the same issues the big 3 are having. The cyber truck is how many years late now?
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:18 am to
quote:

But with Trucks, Elon has the same issues the big 3 are having. The cyber truck is how many years late now?

About the same amount of time as the Model 3 was late, seemed to work out ok for the Model 3.

But also, the Cybertruck was unveiled right before the pandemic which was a catalyst for all kinds of supply chain issues. There was only about a million of completely unforeseen and once in a lifetime type issues that happened since the initial rollout of the Cybertruck plan. If you're being rational, you have to adjust for those things and not just say, "Welp, Elon sucks and can't deliver when he said he would."
Posted by TDTOM
Member since Jan 2021
25893 posts
Posted on 11/1/23 at 10:19 am to
quote:

EV demand weakness


Nobody wants them.
Posted by Tigrenutz
Tx
Member since Feb 2020
60 posts
Posted on 11/1/23 at 10:36 am to
I would argue that much of the growth in EVs to which you refer is coming from the "command economy" of certain government(there's that word again) bureaucracies mandating that their agencies only buy non ICE/EV vehicles. Many states such as Ca, and more recently NM have mandated that all future vehicle purchases by their agencies MUST be EVs.
This post was edited on 11/1/23 at 10:37 am
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:37 am to
quote:

Nobody wants them.

EV sales in 2022 were 3x the amount of EV sales in 2020 in the US.

Demand is there. People don't want new EVs from legacy automakers. They want already established EVs more and more.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
298686 posts
Posted on 11/1/23 at 10:37 am to
Weve been telling the rubes this for years. Planned economies always fail spectacularly
Posted by goofball
Member since Mar 2015
17353 posts
Posted on 11/1/23 at 10:39 am to
quote:

Demand is there. People don't want new EVs from legacy automakers. They want already established EVs more and more.



Very limited demand outside major metro areas unfortunately. So not much private investment into charging network.

Chicken and egg....

Posted by billjamin
Houston
Member since Jun 2019
18013 posts
Posted on 11/1/23 at 10:41 am to
quote:

Very limited demand outside major metro areas unfortunately.

I don't understand why more rural people aren't considering them. They work great if your a 2 car family.
Posted by LSUDad
Still on the move
Member since May 2004
62510 posts
Posted on 11/1/23 at 10:42 am to
quote:

Well they could keep making them and keep not selling them if they want to. Would probably bankrupt them though


Do you remember the term, Government Bailout ?
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:42 am to
quote:

So not much private investment into charging network.
Tesla is providing all the needed charging network and doing so rapidly, and it's about to go into hyper build mode due to the new cash flow they have with other EVs coming online to the super charging network.
Posted by m2pro
Member since Nov 2008
29893 posts
Posted on 11/1/23 at 10:43 am to
quote:

Pack it up boys OP has solved the EV crisis and they won't make anymore


EV is absolutely not ready, yet. No one wants to buy a vehicle they will have to spend 10's of thousands in 7-10 years to buy new batteries. You can't resell EV vehicles. No one will want them. They're disposable vehicles.


They're:
More expensive in every way
Worse for environment (the whole thing they're coined against)
Can't haul/tow for any distances

If you're wealthy and want an electric car? Awesome. Otherwise, hybrids are the only viable option for now.
Posted by TDTOM
Member since Jan 2021
25893 posts
Posted on 11/1/23 at 10:43 am to
quote:

EV sales in 2022 were 3x the amount of EV sales in 2020 in the US.


....and still only 1% of the vehicles on the road in the US. Again, no one wants them.
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:44 am to
quote:

I don't understand why more rural people aren't considering them. They work great if your a 2 car family.

I'm not rural, but we have the 2 car family and it works perfectly.

We take a yearly ski trip, so if it's super cold and snowing, we take the SUV. if it's a bit milder or later in the season, we take the EV on the road trip. I've had 1 work trip as well that wasn't quite far enough for me to want to fly so I drove, but it was a bit more rural and the charging infrastructure wasn't there, so I took the SUV instead of the EV. Having the 2 car family and 1 of each allows that flexibility.

If you have a family and couple of kids, you'll be making a few stops any way. It adds wayyyyy less time to a trip than most would believe when you're traveling with family/kids.
This post was edited on 11/1/23 at 10:45 am
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:45 am to
quote:

....and still only 1% of the vehicles on the road in the US. Again, no one wants them.

lol ok
Posted by AwgustaDawg
CSRA
Member since Jan 2023
14042 posts
Posted on 11/1/23 at 10:47 am to
quote:

Is there an EV that I can use to pull a 23’ center console, drive to Colorado or west Texas without stopping while hauling a bunch of crap? Can I drive it around the deer lease without getting stuck? Will said remote locales have charging stations (no)?

You’re damn right I don’t want an EV.

I kinda like my V8 diesel twin turbo.


So the idea for the EV crowd is that you own 3 or 4 vehicles for specific duties. They will not accept that most people do not have room to park that many fricking vehicles, let alone have the money it would take to buy them, insure them, maintain them and drive them compared to your gas guzzle as expensive as it is. I have a 1 ton gas 4X4. It guzzles gas and I hate the damned thing...but I need it 7 or 8 times a year IF I had a smaller more efficient pickup. Without the latter I need that gas guzzling bastard just about every weekend. I have done the math...I can buy a small EV to commute and keep my PU for hauling and weekend jobs....but the extra expense of owning a second vehicle combined with the outrageous price of that second vehicle would take me about 70 years to recoupe...that ain't financially sound decision making right there....
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:47 am to
quote:

EV is absolutely not ready, yet. No one wants to buy a vehicle they will have to spend 10's of thousands in 7-10 years to buy new batteries
And we're off with the cliche bad and incorrect takes. Took longer than I expected.

quote:

You can't resell EV vehicles. No one will want them.
11 year old Tesla Model S cars are still selling for $30-35k, you're just making shite up right now and you've done exactly zero research. You're repeating shite you read on the OT that is factually incorrect.

quote:

They're:
More expensive in every way
False, or lying. Whichever one you want to go with, or both.
Posted by shel311
McKinney, Texas
Member since Aug 2004
112846 posts
Posted on 11/1/23 at 10:48 am to
quote:

So the idea for the EV crowd is that you own 3 or 4 vehicles for specific duties. They will not accept that most people do not have room to park that many fricking vehicles, let alone have the money it would take to buy them
What are you talking about?
Posted by moneyg
Member since Jun 2006
62951 posts
Posted on 11/1/23 at 10:55 am to
quote:

People don't want new EVs from legacy automakers


I think this is wrong. People may be wary of those automakers and EVs, but growth in demand will come from being able to get the vehicle you want as an EV.
Posted by AwgustaDawg
CSRA
Member since Jan 2023
14042 posts
Posted on 11/1/23 at 10:58 am to
quote:

What are you talking about?


I am talking about needing a vehicle to carry a load a couple of hundred miles a month and commute 50 miles a day and go on a road trip a couple of times year with the family. That takes 3 but if both spouses work they will need a 4th commuter. Even in the case of a single person though who has something that needs to be carried a couple of hundred miles a month other than a person they will need 2 vehicles because no electric vehicle will do the small amount of work they need to do. They are fine for commuting but not hauling or carrying. We have 48 Lightnings which are being used to basically commute about 300 miles a MONTH. They are about as practical for this as a unicycle would be. If they were being used to haul anything they'd be just as impractical. There is a practical application for an electric vehicle, it just is not practical for most drivers who need something different a couple of times a year...but that something is unavailable unless you own it....
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