Quote:
Originally Posted by ghawk4
Being in the Automotive business for almost 40 years, I can tell you electrics are coming, albeit slower than regulators would want. Hopefully they will realize eventually that there will come other technologies that can realize zero emissions and endorse a broader range of options. I can also say with certainty that I will never own one but my kids probably will. Of course I am the type that has never had a Facespace account and social media beyond youtube is out of my grasp. Old guys like me will eventually die off and the flexibility to adopt different technologies are the hallmark of next generations. That is the beauty of evolution - whether we agree or not doesnt really matter in the long run - its going to happen. Good discussion of the details in this thread - all of the details matter to someone, but not everyone, even though they will all have to be addressed at some point.
What we are seeing now is a delay in EV programs from all manufacturers, US and European. Couple this with lower volume expectations and all of the components for EV's are more expensive to produce. Programs that were supposed to start in 2025 are now being scheduled for 2028 at 40-50% of the original volumes. Take rates for EV components that are in current production are down significantly from forecasted volumes (except for Tesla that is maintaining but down from peak). All of this together makes for a tough marketplace for suppliers and puts the OEM's in dangerous BOM territory to ever turn a profit. Its a vicious cycle, without the volumes, the price cant go down and without competitive pricing, the volumes cant materialize.
More than my $.02, but thanks for the discussions.
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And there’s absolutely nothing wrong with any of that. Once us old curmudgeons can no longer yell at kids to get off our lawn they’ll have a free ride to build whatever the market demands.
But unless and until that happens (I’m 46 so I still have a few more years to yell at kids to stay off my lawn) regulating by forcing EVs down people throats and federally subsidizing private businesses to switch is why people are fed up with the administration.
Let the market dictate - not the deep state.