The article is American mfg. centric. Hyundai Motor Group is doing well with EV sales here too.
EV developments
- Thread starter begreen
- Start date
-
Active since 1995, Hearth.com is THE place on the internet for free information and advice about wood stoves, pellet stoves and other energy saving equipment.
We strive to provide opinions, articles, discussions and history related to Hearth Products and in a more general sense, energy issues.
We promote the EFFICIENT, RESPONSIBLE, CLEAN and SAFE use of all fuels, whether renewable or fossil.
EbS-P
Minister of Fire
Google AI sales numbers
- United States
Hyundai sold 61,000 EVs in the US in Q3 2024, a 19% decrease from the same period in 2023. This is due to a decline in EV demand across the industry, and consumers shifting to more affordable hybrid vehicles. - Global
Hyundai sold 201,849 electrified models globally in Q3 2024, which is a 19.5% increase from the same period in 2023. This includes hybrids, plug-in hybrids, battery electric vehicles (EVs), and fuel cell electric vehicles. - North America
Hyundai sold 300,319 units in North America in Q3 2024, which is a 9.3% increase from the same period in 2023. The popularity of the new SANTA FE and the TUCSON SUV contributed to this increase.
EbS-P
Minister of Fire
But almost 20% decrease YoY. That’s not good. If they loose the the leasing tax credit I expect another 20% decline. Ev3 is worth watching.
I don’t think most consumers shopping for vehicles under 40k will chose an EV over a PHEV or regular hybrid without the tax credit. The Prius Prime starts at 33k. The Camry at 29k.
Why would they stop at cars. Why not get rid of the solar tax credit or the biomass heater credit (I doubt Musk even knows about that one) ?
My point is these incentives are needed to change spending behavior as long as there is some price parity between the old and the new choices.
Agreed. I should have been more specific. The point was to correct the misstatement by Nelson in the CNN article.
"The end of the credit “will widen Tesla’s competitive moat by making competing EV models even more uneconomic, as we believe TSLA is the only profitable manufacturer of EVs,” wrote Garrett Nelson, analyst for CFRA Research, in a note to clients the day after the election."
HMG has started making cars in South Carolina, so this battle continues. However, if the new administration further upsets trade balances with egregious tariffs then all lose, most of all the consumer.
EbS-P
Minister of Fire
With tariffs Tesla looses the least. The number I saw was better 60-75% American made parts. I can’t find the actual number now.
Ford GM and Stellantis can’t like this. but what is sourced from China is probably available from SE Asia or Eastern Europe with the exception of batteries. I see that as the real issue. But as costs keep coming down we just won’t see that in America. Further slowing down green tech adoption.
Ford GM and Stellantis can’t like this. but what is sourced from China is probably available from SE Asia or Eastern Europe with the exception of batteries. I see that as the real issue. But as costs keep coming down we just won’t see that in America. Further slowing down green tech adoption.
EbS-P
Minister of Fire
And now the effects will be felt. https://electrek.co/2024/11/18/kia-cutting-ev9-output-in-us-heres-why/
EbS-P
Minister of Fire
Seems like EV trucking is taking off in the EU. This driver set a a personal record hauling 24 tons of cargo over 400 miles in a work day with his electric semi.
sloeffle
Minister of Fire
Only 5 percent of US car buyers want an EV, according to survey
Almost two-thirds of US consumers want internal combustion for their next vehicle.
arstechnica.com
5% want a BEV, and 45% want AI in their next car.Only 5 percent of US car buyers want an EV, according to survey
Almost two-thirds of US consumers want internal combustion for their next vehicle.
I'd like to see it broken down by NEW car buyers, not all car buyers.
EbS-P
Minister of Fire
Better questions were needed. Like how many cars are in your household? Do you plan on replacing or adding a vehicle in the next 12 months? Add or replace? Etc
So I’m calling it unreliable data as EVs made up 8% of all sales in the US. Do people who don’t want an EV are buying one anyway???? Other questions seems fine.
So I’m calling it unreliable data as EVs made up 8% of all sales in the US. Do people who don’t want an EV are buying one anyway???? Other questions seems fine.
That AI percentage is more worrying to me (at this point; future may be better) than the EV percentage5% want a BEV, and 45% want AI in their next car.
I'd like to see it broken down by NEW car buyers, not all car buyers.
sloeffle
Minister of Fire
IMHO AI is just another way for the automakers to spy on you and sell your information to insurance companies. My plan is to keep my 2016 Avalon until the wheels fall off because I don't want big brother watching me.
I'm probably part of the 20% that will go the hybrid route for my next vehicle. I'd go full BEV, but my other vehicle is a truck that gets horrible MPG and not road trip worthy. I'm also not a fan of knowingly spending my hard earned money at Herr Elon's charging stations for when I would take a BEV on a road trip.
I'm probably part of the 20% that will go the hybrid route for my next vehicle. I'd go full BEV, but my other vehicle is a truck that gets horrible MPG and not road trip worthy. I'm also not a fan of knowingly spending my hard earned money at Herr Elon's charging stations for when I would take a BEV on a road trip.
Last edited:
I don't reckon he makes any real profit on slinging electrons. Its just a 'cost' needed to move the vehicles.
I'll happily charge my non-Tesla BEV on a Tesla SC.
sloeffle
Minister of Fire
I don't care if he makes 0.00000001 cents from my charge, I'm still not going to support any of his businesses. I'l leave most of my comments to myself because I don't want to railroad this thread.
EbS-P
Minister of Fire
Had a colleague not make in car destination following the in car navigation on her first trip. Mustang MachE. Tesla has had that figured out for years….. he’s a jerk but the product was well conceived.
PhEV is good but…. They going to command a price premium sooner than later as battery prices drop. Petroleum market is more variable than the electricity market. As some point 10am-2pm electricity will become stupid cheap.
PhEV is good but…. They going to command a price premium sooner than later as battery prices drop. Petroleum market is more variable than the electricity market. As some point 10am-2pm electricity will become stupid cheap.
no, solar production is high between 10 am and 2 pm, decreasing electricity prices in that time frame.
We are starting to see this in the wholesale electricity markets in central, northern and western NY on sunny days in the fall and spring.
NY has really built out community solar (about 6 GW of capacity now, and growing fast - 10 GW of capacity by end of 2027/2028 likely) - this capacity is "behind the meter" and doesn't show in the official electricity supply statistics, but you can see the duck curves on the demand side and demand can go below what we would normally see during the 2-5am overnight hours (the previous minimum demand).
If the wind is blowing (2.8 GW of wind capacity in NY) while the sun is shining and the temperature is 45+ degrees in the spring and fall, the wholesale power prices collapse to $0 or go negative at times.
NY state recently upgraded some of the west to east transmission line capacity (to get power to the Capital District in the east and downstate to NY City area) and that has minimized (for now) some of this wholesale power collapse the in the central and western regions, but it is just a matter of time before the buildout of more solar and wind brings about more wholesale power price reductions during peak solar hours.
EbS-P
Minister of Fire
At some point utilities incentivize 10-2 charging but I think that would require charging at workplaces. I do t see that being widespread.
It's common in Silicon Valley, where EVs are also common. Even in the small town in Oregon we're moving to, which has way fewer EVS, there are chargers in the parking lots that people park in to go to small offices.
It's slower than it could be, for sure, but it's happening.
EbS-P
Minister of Fire
Impressive 5 day order total. Consider that GM sold 115k units on all of 2024. I wonder what the sales will be in Q3. Seems like they have a chance to deliver all pre orders by the end of summer.
www.teslarati.com
New Tesla Model Y received over 70k new orders in first five days: report
Orders for the new Tesla Model Y have been surging since pre-sales for the updated vehicle were opened earlier this month.
www.teslarati.com
EbS-P
Minister of Fire
I sat in a VW Buzz yesterday. It was RWD (RWD seats 7 and the AWD 6) and had 234 miles of range and 83 mpge. It’s been over 8 years since Tesla released the Model X. It’s smaller than the Buzz but can seat 7. My 8 year old battery has the same range as new Buzz (and it not aging well compared to other 100kwh pack build in 2016/2017) and my X had a rating of 86 MPGe. I know the epa test has changed but in 8 years I would have hoped to see better improvements.
My assessment is the VW is a really big (think suburban) people hauler for the city. A missed opportunity for something efficient. If you don’t mind the range, have lots of people to haul and like the retro nod, it’s worth a serious consideration. If this is the best that can be done battery improvements are really the only path forward.
Im beginning to line up replacements for my Model X. i need to see the EV9 in person.
My assessment is the VW is a really big (think suburban) people hauler for the city. A missed opportunity for something efficient. If you don’t mind the range, have lots of people to haul and like the retro nod, it’s worth a serious consideration. If this is the best that can be done battery improvements are really the only path forward.
Im beginning to line up replacements for my Model X. i need to see the EV9 in person.
I remember seeing somewhere, maybe it was here, that batteries that were only charged at a home charger degraded much slower than ones charged with fast chargers.