Electric Vehicles

[90503]

All good info...

Yeah, the EV production game seems to have gotten stranger lately...

Just my $.02: I would consider that good ole California is marching ahead with its war on fossil fuels. I believe at least two refineries are slated to be closed in the state. $8.00 per gallon fuel is being bantered about. In spite of demand and an abundance of oil, California marches on with plans to ban gas cars, etc., etc...

This may be good news for EV production (bad news for consumers) as Cali buys most of them and will help justify new EVs. The long game may be that EV "demand", either customer or government "demand" will resume one way or another nationwide.

[bigd1276]

Originally Posted by Martinjlm

I read all of that. Not sure what you think I missed. Ford is delaying one pickup (the full-size F150 Lightning refresh) and one van (the Transit EV refresh) until 2028. At the same time they will on Monday introduce a small EV pickup and maybe an SUV based on the small EV pickup. What did I miss?


***EDIT*** Just got my invitation to attend the livestream of Monday's announcement. Interesting that they are referring to it as their next Model T moment. Apparently they think it's a big deal. Kinda like NOT pumping the brakes.

My apologies. I thought there were other members of this forum who may not have clicked the link but would appreciate a paragraph or two. My bad.

[Martinjlm]

Originally Posted by bigd1276

My apologies. I thought there were other members of this forum who may not have clicked the link but would appreciate a paragraph or two. My bad.

Nope...not your bad. My bad for thinking it was directed towards my comment. Maybe I need to cut back on the caffeine.

[Devstrike]

Originally Posted by 90503

All good info...

Yeah, the EV production game seems to have gotten stranger lately...

Just my $.02: I would consider that good ole California is marching ahead with its war on fossil fuels. I believe at least two refineries are slated to be closed in the state. $8.00 per gallon fuel is being bantered about. In spite of demand and an abundance of oil, California marches on with plans to ban gas cars, etc., etc...

This may be good news for EV production (bad news for consumers) as Cali buys most of them and will help justify new EVs. The long game may be that EV "demand", either customer or government "demand" will resume one way or another nationwide.

The problem is the rest of the Country won't be on the same page which will probably lead to different cars for different US states. If people only buy EVs strongly in Cali but Gas Heavy in Texas (just an example) it makes for an interesting time.

[bigd1276]

It's about having choices in a "free" country. Seems we have less and less every day.

[bigd1276]

Originally Posted by Martinjlm

Nope...not your bad. My bad for thinking it was directed towards my comment. Maybe I need to cut back on the caffeine.

It's all good.

[0stones0]

Originally Posted by Devstrike

The problem is the rest of the Country won't be on the same page which will probably lead to different cars for different US states. If people only buy EVs strongly in Cali but Gas Heavy in Texas (just an example) it makes for an interesting time.

Hmmmm…yea…the rest of the country won’t have it rammed down their throat. Definitely a problem..for the elite in Cali.

[Martinjlm]

Originally Posted by Devstrike

The problem is the rest of the Country won't be on the same page which will probably lead to different cars for different US states. If people only buy EVs strongly in Cali but Gas Heavy in Texas (just an example) it makes for an interesting time.

I think the bigger problem is that the rest of the world is continuing the shift to electric vehicles and the continued development towards more capability at lower cost to produce. ICE technology has had over 100 years to get to the point it is now and that is a very good place, technologically speaking. But EV technology has caught up in roughly 20 years and continues to evolve into spaces that ICE technology cannot.

The BIGGEST problem is that some of the executive orders put in place eliminate strategies that would position the US to compete as a leader in battery, electric motor, and charging system technology so that when the eventual technology shift happens, the US will be way behind in terms of capability to develop and manufacture product that the rest of the world is willing to pay for. The CARB ban of ICE based vehicles post 2035 goes way too far to the left. The dismantling of the Inflation Reduction Act support of manufacture of batteries and electric vehicles in the US goes way too far to the right.

[GreenZLE]

As California catches fire more and more, burned out EV's will continue to create toxic waste sites as they have in the Palisades and Altadena. Failure to increase electrical production will handicap EV transition even further.

[olrocker]

Originally Posted by Martinjlm

The BIGGEST problem is that some of the executive orders put in place eliminate strategies that would position the US to compete as a leader in battery, electric motor, and charging system technology so that when the eventual technology shift happens, the US will be way behind in terms of capability to develop and manufacture product that the rest of the world is willing to pay for. The CARB ban of ICE based vehicles post 2035 goes way too far to the left. The dismantling of the Inflation Reduction Act support of manufacture of batteries and electric vehicles in the US goes way too far to the right.

Most Americans never wanted or asked for EVs or emission mandates to begin with. We voted to end all the CAFE and EPA mandates. The dismantling of the entire IRA is EXACTLY what we voted for. .

[FarmerFran]

California cannot handle the current electrical load let alone more. And they are currenlty doing nothing to remedy the problem, just making it worse.

But we are going green. Wooohooo.

My neighborhood for example, south east USA. If (i need to find the report) but if most of the houses get an EV they will need to run new main lines. Not sure i totally understand the logic but that is what it said

EDIT... I guess they do the math on each plot having 200amp service with a bit of overhead. And they figure that will not be enough wire, even though a house with 200amp service is usually good enough for an EV charger.

[Martinjlm]

My notes from the Ford “Next Model T Moment” press conference…

Ford is introducing a mid-sized (Maverick sized) EV pickup starting at $30k. It will be the first vehicle off of the Ford Universal EV Platform and will be built at the Kentucky Truck Plant in Louisville. The batteries will be LFP and they will be manufactured in Marshall, Michigan. Ironically, this battery plant was going to be built in Virginia but the governor vetoed the abatements offered and the plant moved to Michigan along with the 600 - 1,500 jobs that go with it.

It will have V2H capability and will outperform the Mustang EcoBoost.

$2B is invested in Louisville Kentucky.

Production system shifts from a linear assembly line to 3 sub assembly lines combining near the end of the process. Very modular. Also using the equivalent of a gigacasting to reduce the number of components.

Has 1/4 of the parts, 1/3 of the welds, and 1/2 of the fasteners of a traditional pickup.

Ford’s head of design stated that they focused on EV because it is the best product for their customers based on cost to produce, drivability, and cost to operate. It will start at $30k and by charging at home and avoiding gas stations and having fewer maintenance requirements (no oil changes, exhaust maintenance, less brake servicing requirements…all the things we’ve heard about all EVs in general) it will have a low purchase price and much lower total cost of operation compared to other mid-sized trucks.

New manufacturing process requires 84% less twisting, over 60% less reaching, over 60% less bending during the assembly process. Assembly is 40% quicker Than current KTP products.

DID NOT SHOW THE TRUCK!!!

[FarmerFran]

Originally Posted by Martinjlm

My notes from the Ford “Next Model T Moment” press conference…

Ford is introducing a mid-sized (Maverick sized) EV pickup starting at $30k. It will be the first vehicle off of the Ford Universal EV Platform and will be built at the Kentucky Truck Plant in Louisville. The batteries will be LFP and they will be manufactured in Marshall, Michigan. Ironically, this battery plant was going to be built in Virginia but the governor vetoed the abatements offered and the plant moved to Michigan along with the 600 - 1,500 jobs that go with it.

It will have V2H capability and will outperform the Mustang EcoBoost.

$2B is invested in Louisville Kentucky.

Production system shifts from a linear assembly line to 3 sub assembly lines combining near the end of the process. Very modular. Also using the equivalent of a gigacasting to reduce the number of components.

Has 1/4 of the parts, 1/3 of the welds, and 1/2 of the fasteners of a traditional pickup.

Ford’s head of design stated that they focused on EV because it is the best product for their customers based on cost to produce, drivability, and cost to operate. It will start at $30k and by charging at home and avoiding gas stations and having fewer maintenance requirements (no oil changes, exhaust maintenance, less brake servicing requirements…all the things we’ve heard about all EVs in general) it will have a low purchase price and much lower total cost of operation compared to other mid-sized trucks.

New manufacturing process requires 84% less twisting, over 60% less reaching, over 60% less bending during the assembly process. Assembly is 40% quicker Than current KTP products.

DID NOT SHOW THE TRUCK!!!

https://insideevs.com/news/768632/fo...ickup-battery/

Thoughts?

[snizzle]

So basically a redo of their entire EV business. Feels like they realized (late), especially without tax payer money distributed to each hood/frunk, that they needed to learn from the startups and blank slate this deal for BEVs specifically.