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Forum: General Automotive + Other Cars Discussion Yesterday, 08:40 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
The tariffs are based on where the vehicles are...

The tariffs are based on where the vehicles are built. Built in China, then shipping to Mexico won’t cut it. Building in Mexico? Stay tuned.
Forum: General Automotive + Other Cars Discussion Yesterday, 03:35 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Yes. There is already a 2.5% tariff on vehicles...

Yes. There is already a 2.5% tariff on vehicles imported from anywhere. Then there is an additional 25% for vehicles imported from China. If that tariff is quadrupled, that’s 100% + the original...
Forum: General Automotive + Other Cars Discussion Yesterday, 02:46 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Biden Administration is about to place what...

Biden Administration is about to place what amounts to a 102.5% on cars and trucks imported from China. That would include Buick Envision, Buick Envista, Lincoln Nautilus, Volvo S90 and probably a...
Forum: General Automotive + Other Cars Discussion Yesterday, 12:41 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
Things are different, but not in the way you...

Things are different, but not in the way you described. CyberTruck’s platform does not replace the Model 3 / Model Y platform. It’s an addition to Tesla’s portfolio. Because they want t build a full...
Forum: General Automotive + Other Cars Discussion 05-12-2024, 01:19 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
I see what you are saying here, but there’s quite...

I see what you are saying here, but there’s quite a bit of nuance to this. Cybertruck is a completely new platform with a lot of groundbreaking tech (48V electrical architecture, totally new...
Forum: General Automotive + Other Cars Discussion 05-11-2024, 12:23 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
In many ways the internal workings of the auto...

In many ways the internal workings of the auto industry don’t parallel real life. It would make sense that the car with the best fuel economy and decent sales should stick around and the larger, more...
Forum: General Automotive + Other Cars Discussion 05-11-2024, 08:02 AM
Replies: 75
Views: 3,032
Posted By Martinjlm
Well you could always get a Fo…oh, wait. Ford...

Well you could always get a Fo…oh, wait. Ford already killed off their sedans. Well Stellantis has….nuthin. Killed off all their sedans too. I’m sensing a trend…companies that make a lot of Full...
Forum: General Automotive + Other Cars Discussion 05-10-2024, 03:33 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
One thing that gets lost in this mix is the...

One thing that gets lost in this mix is the impact of fuel economy curves. In negotiating the rule making for Car CAFE and Truck CAFE the Detroit 3 were very successfully in negotiating different...
Forum: General Automotive + Other Cars Discussion 05-10-2024, 03:20 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
Pretty much spot on except for the last line....

Pretty much spot on except for the last line. Very few EVs are at or near 100 day supply and for some of them it makes sense. Example…Jaguar iPace typically has about 300 plus days of inventory at...
Forum: General Automotive + Other Cars Discussion 05-10-2024, 02:38 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
Not totally sure what you are asking so I’ll...

Not totally sure what you are asking so I’ll assume that you’re asking about sales performance.


Calendar YTD: 73,011 (Malibu is 46,245)
4th place in segment sales volume in segment growing...
Forum: General Automotive + Other Cars Discussion 05-10-2024, 02:16 PM
Replies: 75
Views: 3,032
Posted By Martinjlm
Unless the plant where the tooling resides is...

Unless the plant where the tooling resides is already slated to be retooled to build something else. Very much the case here.
Forum: General Automotive + Other Cars Discussion 05-10-2024, 10:15 AM
Replies: 75
Views: 3,032
Posted By Martinjlm
Just a few fun facts: The Midsized Sedan...

Just a few fun facts:


The Midsized Sedan segment as a whole is declining fast. 10 - 15% drops in sales year-to-year. That’s all brands all models. So far for 2024 the segment is showing total...
Forum: General Automotive + Other Cars Discussion 05-03-2024, 01:18 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
You’re right! That’s why Subaru Ascender sounded...

You’re right! That’s why Subaru Ascender sounded strange to me. It was Isuzu Ascender and there was no Subaru GMT360.

I’m sure typing V6 was force of habit. The 6-cylinder in GMT360 was the 4.2L...
Forum: General Automotive + Other Cars Discussion 05-03-2024, 09:40 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
I saw the Acura ZDX (and Honda Prologue) in the...

I saw the Acura ZDX (and Honda Prologue) in the flesh several weeks ago. 'Looks pretty good imho.

Interiors are dramatically different from Blazer EV (Prologue) and Lyriq (ZDX) with the GM...
Forum: General Automotive + Other Cars Discussion 05-01-2024, 12:03 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
And stock price jumps $27. Go figure. Makes no...

And stock price jumps $27. Go figure. Makes no sense at all.
Forum: General Automotive + Other Cars Discussion 04-29-2024, 11:20 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
That is something I have my team studying...

That is something I have my team studying intently. So far the Chinese OEMs are content with importing into Mexico. Not saying it can’t or won’t happen, but at present, not a lot in motion.
Forum: General Automotive + Other Cars Discussion 04-29-2024, 11:07 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Just checked…the BYD Dolphin Mini that sells in...

Just checked…the BYD Dolphin Mini that sells in Mexico for $21,000 is the same BYD that sells in China for under $10,000. It’s also 30,000 Euro in Europe and 25,800 pounds in the UK. Maybe...
Forum: General Automotive + Other Cars Discussion 04-29-2024, 10:58 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
I sincerely doubt it. When I was at GM we did...

I sincerely doubt it. When I was at GM we did studies that showed most people don’t even know how many cylinders their engine has or even more so how many gears their transmission has. They sure as...
Forum: General Automotive + Other Cars Discussion 04-29-2024, 10:35 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Not likely. The GM and Ford deals are more...

Not likely. The GM and Ford deals are more nuanced than would be evident. Importing vehicles from China to US triggers a 25% tariff unless a similar volume / value of vehicles is imported into China....
Forum: General Automotive + Other Cars Discussion 04-29-2024, 09:56 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
BYD is selling in Mexico now, but they are not...

BYD is selling in Mexico now, but they are not building there. Same with several other Chinese brands. If they do build there, likelihood is that they will build primarily for the Mexican and South...
Forum: General Automotive + Other Cars Discussion 04-28-2024, 09:35 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Apparently you can order FWD variants now… ...

Apparently you can order FWD variants now…

https://www.chevrolet.com/shopping/configurator/model?bodyStyle=equinox-ev&bodyType=&make=chevrolet&model=equinox-ev&radius=100&year=2024&zipCode=48201
...
Forum: General Automotive + Other Cars Discussion 04-28-2024, 12:55 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Orion Twp willl build Silverado EV and/or Sierra...

Orion Twp willl build Silverado EV and/or Sierra EV unless GM shifts plans and puts the next gen Bolt / EUV there. Equinox EV is built in Ramos Arizspe, Mexico alongside the ICE Equinox and the ICE...
Forum: General Automotive + Other Cars Discussion 04-28-2024, 12:47 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
I think GM would’ve liked to have kept the Bolt,...

I think GM would’ve liked to have kept the Bolt, especially the EUV around longer. They truly were $25k EVs. But because they are not on Ultium platform or using Ultium batteries, GM had set a sunset...
Forum: General Automotive + Other Cars Discussion 04-28-2024, 12:18 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Sorry, not at all true. They started with a very...

Sorry, not at all true. They started with a very high priced Lotus bodied Tesla Roadster in 2008. It had a starting price of $80,000. Later model years sold at around $120k. It ended in 2012.
...
Forum: General Automotive + Other Cars Discussion 04-28-2024, 10:22 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
Your point is well positioned and well...

Your point is well positioned and well understood. If I were describing my position as you have described yours in the bold print it would be something like…

I’m not 100% for EV but I do recognize...
Forum: General Automotive + Other Cars Discussion 04-28-2024, 10:09 AM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
The first “wave” of EVs tried to follow the...

The first “wave” of EVs tried to follow the pattern that 90503 has outlined. Who remembers

Think
Chevrolet Spark EV
Ford Focus EV
Toyota RAV4 EV
Hyundai IONIQ EV (before they started...
Forum: General Automotive + Other Cars Discussion 04-27-2024, 05:27 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
When you think about it, the buyer of a used EV...

When you think about it, the buyer of a used EV gets MORE information about the car they are considering purchasing than the buyer of a used ICE. If you want to know the health of the battery of a...
Forum: Off-topic Discussions 04-26-2024, 09:24 AM
Replies: 23,360
Views: 3,448,985
Posted By Martinjlm
True TPBM watched at least part of the NFL...

True

TPBM watched at least part of the NFL Draft
Forum: 2016+ Camaro: 6th Gen Camaro general forum 04-25-2024, 10:51 PM
Replies: 15,332
Views: 2,524,889
Posted By Martinjlm
So this happened today…

So this happened today…
Forum: General Automotive + Other Cars Discussion 04-25-2024, 12:22 PM
Replies: 2,221
Views: 433,125
Posted By Martinjlm
The chapter on “how long does an EV last” has not...

The chapter on “how long does an EV last” has not been written yet. There is simply not enough real world data. But logic lands on the side of the EV lasting as long as if no longer than ICE simply...
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