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Message
re: GM delays start of EV production at Michigan plant due to lack of demand
Posted on 10/18/23 at 6:11 pm to White Bear
Posted on 10/18/23 at 6:11 pm to White Bear
quote:
Never will
It’ll come around. Perception, not utility, is what gets in the way more than anything.
0
Posted on 10/18/23 at 6:13 pm to billjamin
quote:
EV trucks just don't have the demand yet
There will never be a demand for EV trucks.
Posted on 10/18/23 at 6:13 pm to dewster
Well that is shocking.
Posted on 10/18/23 at 6:18 pm to crimsonsaint
quote:
There will never be a demand for EV trucks.
There will be. Fleets are already looking to transition but the cost of capital is keeping them from going in deeper. Consumers will warm to it similarly to the cars as more people realize they fit the needs for the vast majority of the population. It just takes time.
This post was edited on 10/18/23 at 6:19 pm
Posted on 10/18/23 at 6:21 pm to dewster
Work truck and EV 
Posted on 10/18/23 at 6:34 pm to kywildcatfanone
quote:
Work truck and EV
They work pretty well for most fleets that use the 100 mile dot exemption, which is a lot. Not having to stop and fuel up and not idling all day are big efficiency gains and save companies a lot of money.
Posted on 10/18/23 at 6:37 pm to billjamin
quote:
There will be. Fleets are already looking to transition but the cost of capital is keeping them from going in deeper. Consumers will warm to it similarly to the cars as more people realize they fit the needs for the vast majority of the population. It just takes time.
Then there should be no reason for the government to subsidize EV tech or penalize ICE tech via regulation.
If this demand is real and the performance is truly comparable, then it will grow organically.
Posted on 10/18/23 at 6:38 pm to dewster
They are not that freaking special or awesome.
This push for that crap is stupid.
Plus, a shite ton of people can not afford $85,00 and higher vehicles
This push for that crap is stupid.
Plus, a shite ton of people can not afford $85,00 and higher vehicles
Posted on 10/18/23 at 6:39 pm to billjamin
quote:
Fleets are already looking to transition
Looking vs reality are very much different things. Fleet managers are moving back to gasoline-powered trucks over diesel as the cost savings that diesel proponents touted were never realized when the real world data was looked at. Imagine it will be the same for EV's.
Posted on 10/18/23 at 6:42 pm to AndyCBR
quote:
Then there should be no reason for the government to subsidize EV tech or penalize ICE tech via regulation.
We shouldn’t subsidize anything. But that cats been out the bag for way too long.
Posted on 10/18/23 at 6:42 pm to goofball
quote:
Chevy Camaro. GM and Ford has canceled affordable models like the Sonic, Cruze, Focus, Fusion, Regal, and Taurus while shoveling cash into EV development.
These cars were discontinued due to the market falling in love with CUVs.
Posted on 10/18/23 at 6:44 pm to Clames
quote:
Looking vs reality are very much different things. Fleet managers are moving back to gasoline-powered trucks over diesel as the cost savings that diesel proponents touted were never realized when the real world data was looked at. Imagine it will be the same for EV's
They’re transitioning already. Leaving diesels for gas has been happening for a decade now. I was doing that with enterprise lease deals in 2013. Companies that have the capex are putting in orders for the GM work trucks. I’ve seen POs for over 20k units already from my little slice of the world.
Posted on 10/18/23 at 6:46 pm to Clames
quote:
Looking vs reality are very much different things. Fleet managers are moving back to gasoline-powered trucks over diesel as the cost savings that diesel proponents touted were never realized when the real world data was looked at. Imagine it will be the same for EV's.
If you are not towing about all the time I don't know why someone, or a company, would buy diesel pickups today.
Between the far higher purchase price, higher maintenance costs and insane repair costs making them pencil out has to be difficult.
Posted on 10/18/23 at 6:48 pm to BuckyCheese
quote:
If you are not towing about all the time I don't know why someone, or a company, would buy diesel pickups today.
Because the hands piss and moan that they need a diesel so they can idle 6.7 liters all day to keep the cabin at 62 degrees. Which is the kind of shite that makes the EV truck use case really fricking easy to make.
Posted on 10/18/23 at 6:51 pm to BuckyCheese
quote:
If you are not towing about all the time I don't know why someone, or a company, would buy diesel pickups today.
Between the far higher purchase price, higher maintenance costs and insane repair costs making them pencil out has to be difficult.
You can thank EPA regs like DPF and DEF requirements that essentially make a diesel truck a rolling emissions scrubber.
Diesel is the most reliable engine technology if you don't have all of the emissions garbage added on.
This is the same government that managed to screw up a gas can...
Posted on 10/18/23 at 6:52 pm to BuckyCheese
A couple tidbits from Tesla's earnings call today;
"We dug our own grave with the Cybertruck."-Musk's exact words.
They don't expect to see Cybertruck to start adding to the bottom line for at least 12 to 18 months even though they plan to do a delivery event on Nov. 30.
Mexican factory on hold due to high interest rates and concerns about the economy.
*Plants working below a two shift capacity are money pits. Keeping them running adds to the supply glut. There is already too much supply on the EV side.
"We dug our own grave with the Cybertruck."-Musk's exact words.
They don't expect to see Cybertruck to start adding to the bottom line for at least 12 to 18 months even though they plan to do a delivery event on Nov. 30.
Mexican factory on hold due to high interest rates and concerns about the economy.
*Plants working below a two shift capacity are money pits. Keeping them running adds to the supply glut. There is already too much supply on the EV side.
Posted on 10/18/23 at 6:54 pm to AndyCBR
quote:
You can thank EPA regs like DPF and DEF requirements that essentially make a diesel truck a rolling emissions scrubber.
Diesel is the most reliable engine technology if you don't have all of the emissions garbage added on.
This is the same government that managed to screw up a gas can...
They've put such over the top restrictions on locomotive emissions the big railroads are rebuilding (basically making them brand new) 20+ year old locomotives versus buying new ones.
The new ones are insanely complex as the rails don't want to mess with DEF so they are EGR among other things.
This post was edited on 10/18/23 at 6:56 pm
Posted on 10/18/23 at 6:56 pm to BuckyCheese
quote:
They've put such over the top restrictions on locomotive emissions the big railroads are rebuilding (basically making them brand new) 20+ year old locomotives versus buying new ones.
Reminds me of when we dusted off all those 71 series after all the emissions and class 1 div 2 shite came out.
Posted on 10/18/23 at 6:59 pm to AndyCBR
quote:
This is the same government that managed to screw up a gas can...
I’m still furious at this.
Posted on 10/18/23 at 7:05 pm to billjamin
quote:
I’ve seen POs for over 20k units already from my little slice of the world.
Those PO's going to wait while GM idles the plant? They can't be that serious if they can wait that long.
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