Electric Vehicles

[cdb95z28]

Using the 6.6L does not guarantee of it being a truck or SUV.

[Martinjlm]

Originally Posted by olrocker

Yeah it’s always a good choice for cover/bar bands.

I love playing Handle With Care and Won’t Back Down.

We do both those too.

[olrocker]

Originally Posted by cdb95z28

Using the 6.6L does not guarantee of it being a truck or SUV.

It could be a clown car for all I care.

V8 and manual transmission and I’m there the first day the order books open.

[olrocker]

Originally Posted by cdb95z28

Using the 6.6L does not guarantee of it being a truck or SUV.

A dream scenario:

Revamp the Blazer nameplate back to RWD bias, body-on-frame (use the Silverado chassis), style it with retro influence of the K5 square body (1979-91 style specifically), 6.6 V8, manual transmission.

Seriously I would be all over that.

[Iron Lung Jimmy]

Another WSJ article on plunging EV sales

https://www.wsj.com/business/autos/t...=hp_lead_pos10

Basically it pretty much just says the world is backing off EV's and automakers are getting hammered.

There's a paywall so I'll cut and paste a few pertinent paragraphs -

The Rest of the World Is Following America’s Retreat on EVs

AI summary

- General Motors announced a $1.6 billion charge because of sinking electric-vehicle sales, attributing the shift to reduced government subsidies.

- Canada paused its electric-vehicle sales mandate for next year, and the EU is rethinking its 2035 emissions target for cars.

- AlixPartners now forecasts electric vehicles will constitute 18% of new U.S. sales by 2030, half of its prior estimate.

From the article

The reality is hitting hard in the U.S. General Motors said Tuesday that it would take a $1.6 billion charge because of sinking EV sales, a shift it blamed on recent moves by the U.S. government to end EV subsidies and regulatory mandates. The automaker has lobbied heavily this year to loosen EV requirements.

That might just be the beginning of a financial reckoning from automakers that poured billions into new electric models—from sports cars and sedans to big pickups and sport-utility vehicles—to try to get ready for the government-backed EV mandates

Wait, what? Mandates?

So while there were some here who argued, correctly I might add, that there were no govt mandates, the fact that the automakers were acting as if there were already mandates made the not yet existent mandates de-facto mandates. So the non-mandates were in reality mandates. Just what most of us have been saying all along.


“There is more realism that EVs are probably a good solution in the future, but it’s not going to be forced down the throat of customers,” said Christian Meunier, chairman of Nissan Americas, referring not just to the U.S. but to much of the Western world. “It’s pragmatism.”

Now isn't that what most of us have been saying all along? It took this long for the chairman of Nissan to catch up with Camaro5?

Even China, the world’s most dominant EV market, is showing cracks. Sales continue to grow, but increasingly at the expense of profitability as carmakers fight for customers in an oversaturated market. Consulting firm AlixPartners predicts that most of the 118 EV brands operating there in 2023 won’t be viable five years from now.

China actually can shove EV's down the throats of its citizens, but even that isn't going well

And just a reminder, I like EV's. I have a PHEV that I love. But I hate govt telling us what we can and cannot buy so I'm enjoying this victory lap.

[FarmerFran]

I hope we are not in another bailout mode. I want to retire someday

[detamble13]

Originally Posted by Iron Lung Jimmy

China actually can shove EV's down the throats of its citizens, but even that isn't going well

From what I've read the Chinese automakers, which are government backed, aren't building cars to meet consumer demand but rather to meet the quota they've been given. It seems they're honing their automotive production skills in order to compete globally. Jim Farley drove a Chinese EV for a while and said he liked it.

Recharge times and range degradation need to improve before most people would consider switching from gas to pure EV. Without these improvements I feel EVs will have the same market penetration as veggie burgers. You have them on the menu but most choose the beef.

[docwra]

Originally Posted by Iron Lung Jimmy

Even China, the world’s most dominant EV market, is showing cracks. Sales continue to grow, but increasingly at the expense of profitability as carmakers fight for customers in an oversaturated market. Consulting firm AlixPartners predicts that most of the 118 EV brands operating there in 2023 won’t be viable five years from now.

China actually can shove EV's down the throats of its citizens, but even that isn't going well

Have you considered what you are reading might have its own agenda?

BEVs made up 31% of Chinese sales in the last year, plug ins total over 50%.
53% of global BEV sales were in China, that doesnt sound like struggling to me.

I get it that 10% of the running costs and clean air arent enough to justify your average American beating a path to his nearest BYD dealer but most of the rest of the world are seeing the benefits - BEVs were 20% of new sales here in UK and Germany, 35% in Netherlands or Sweden .....

[olrocker]

Originally Posted by docwra

Have you considered what you are reading might have its own agenda?

BEVs made up 31% of Chinese sales in the last year, plug ins total over 50%.
53% of global BEV sales were in China, that doesnt sound like struggling to me.

I get it that 10% of the running costs and clean air arent enough to justify your average American beating a path to his nearest BYD dealer but most of the rest of the world are seeing the benefits - BEVs were 20% of new sales here in UK and Germany, 35% in Netherlands or Sweden .....

It’s just….. hard to make that argument - no matter how factual - on a forum where most of us own a 3.6 V6 or a smokin LT1/LT4 Chevy small block

[Martinjlm]

Originally Posted by Iron Lung Jimmy

…

Consulting firm AlixPartners predicts that most of the 118 EV brands operating there in 2023 won’t be viable five years from now.[/I]

Originally Posted by docwra

Have you considered what you are reading might have its own agenda?

BEVs made up 31% of Chinese sales in the last year, plug ins total over 50%.
53% of global BEV sales were in China, that doesnt sound like struggling to me.

I get it that 10% of the running costs and clean air arent enough to justify your average American beating a path to his nearest BYD dealer but most of the rest of the world are seeing the benefits - BEVs were 20% of new sales here in UK and Germany, 35% in Netherlands or Sweden .....

I think this is a case of both things being true. There is significant demand for electrified vehicles in China. As a result everybody and their uncle is introducing the next greatest thing you’ve ever seen EV. Telecom companies are launching EVs for heaven’s sake. Imagine filling out the online order sheet for your new Comcast Comet. That’s what’s going on in China. So Alix Partners is absolutely on-point when they say most of these new brands will cease to exist within the next five years. The proliferation of new brands and new vehicles is driving pricing down to ridiculous nobody makes money pricing and the Chinese government is stepping in to try to control the situation. Brands will die. Because they have to.

[Malbjey]

Originally Posted by FarmerFran

I hope we are not in another bailout mode. I want to retire someday

We just bailed out Argentina, so I'm sure the US industries are next.

[snizzle]

Nascar is switching to a new Chevy nameplate in 2026 about to be introduced. What exactly could that be? Hmmm.......

[FarmerFran]

Originally Posted by snizzle

Nascar is switching to a new Chevy nameplate in 2026 about to be introduced. What exactly could that be? Hmmm.......

Equinox

[lowke]

Originally Posted by FarmerFran

Equinox

That would be awesome. Would love to see a equinox bump drafting at 200mph