Tesla existential threat?
Correct! Of course not. I just came back from Europe where an auto executive told me of a super efficient hybrid (electric/ICE) architecture Renault developed - 2L/100km. At a recent auto industry conference in France, executives criticized the EV onslaught pushed down people's throats by expedient politicians (sic).
Think about it, for years (decades) there were claims of 100 miles to the gallon yet we never saw anything. If it possible than the answer was the auto industry did not see the need to make one. Personally, I don't think it was possible, but if it was the industry was not trying.
Now 2L/100KM = 114 miles per gallon ICE is suddenly coming out, sounds like until competition was started by electric cars that were "forced" down people throats the cars companies were sitting on their asses. Amazing what a little competition will "force" the auto companies to do, why did they not do this research to the point of producing better ICEs years ago.
Earl Colby Pottinger (Tesla, Taycan, Bollinger, Rivian and other BEVs fan)
Earl Colby Pottinger (Tesla, Taycan, Bollinger, Rivian and other BEVs fan)
Earl Colby Pottinger (Tesla, Taycan, Bollinger, Rivian and other BEVs fan)
PS. My main beef with hybrid designs is the small range of the electric only side of present cars. 50 miles should work for most people, a 100 mile battery in a plug-in hybrid would cover 95% of all people needs all the time.
I find it harlious - everyone I know who drives a hybrid wants "just a little more all battery" range so they don't have to use the gas motor. Then why did you get one? In case I need to drive further than the battery. How often do you do that? Not very often (or at all), but I like to know I can.
Basically if you have a 200+ mile BEV and fast charging - I'll still argue hybrids are un-necessary - extra complexity and cost - and unless they are plug-in still not zero emission - and by the time they are plug-in just put in enough battery to go some distance and remove the unused gas motor.
Chevy had to release a Volt software update so that the gas motor would run every 6 months because the gasoline in the tank was going bad and causing warranty issues - people were driving their Volt's and NEVER using the gasoline motor - that tells you how much the ICE motor in a hybrid is necessary, Chevy updated it's entire fleet to un-nessarily run the motor to avoid warranty claims caused by bad gasoline.
200+ mile BEVs make hybrids largely un-necessary - if you don't like fast charging just keep your ICE for the 7 days a year you need to drive more than 200 miles…it's way cheaper than including an unused gasoline motor in a car that will never use it.
https://www.autoblog.com/2010/09/13/...enance-mode-w/
Basically if you have a 200+ mile BEV and fast charging - I'll still argue hybrids are un-necessary - extra complexity and cost - and unless they are plug-in still not zero emission - and by the time they are plug-in just put in enough battery to go some distance and remove the unused gas motor.
Chevy had to release a Volt software update so that the gas motor would run every 6 months because the gasoline in the tank was going bad and causing warranty issues - people were driving their Volt's and NEVER using the gasoline motor - that tells you how much the ICE motor in a hybrid is necessary, Chevy updated it's entire fleet to un-nessarily run the motor to avoid warranty claims caused by bad gasoline.
The engine management system also monitors the time between engine running and will periodically prompt the driver to run past the 40-mile electric range before recharging. If the driver doesn't force the Volt to run on gas, the system will eventually start the engine on its own in order to consume some of the aging fuel and circulate the fluids within the engine. Once this maintenance mode is complete, the engine shuts down until it is needed again or enough time has passed again.
https://www.autoblog.com/2010/09/13/...enance-mode-w/
I find it harlious - everyone I know who drives a hybrid wants "just a little more all battery" range so they don't have to use the gas motor. Then why did you get one? In case I need to drive further than the battery. How often do you do that? Not very often (or at all), but I like to know I can.
Basically if you have a 200+ mile BEV and fast charging - I'll still argue hybrids are un-necessary - extra complexity and cost - and unless they are plug-in still not zero emission - and by the time they are plug-in just put in enough battery to go some distance and remove the unused gas motor.
Chevy had to release a Volt software update so that the gas motor would run every 6 months because the gasoline in the tank was going bad and causing warranty issues - people were driving their Volt's and NEVER using the gasoline motor - that tells you how much the ICE motor in a hybrid is necessary, Chevy updated it's entire fleet to un-nessarily run the motor to avoid warranty claims caused by bad gasoline.
200+ mile BEVs make hybrids largely un-necessary - if you don't like fast charging just keep your ICE for the 7 days a year you need to drive more than 200 miles…it's way cheaper than including an unused gasoline motor in a car that will never use it.
https://www.autoblog.com/2010/09/13/...enance-mode-w/
Basically if you have a 200+ mile BEV and fast charging - I'll still argue hybrids are un-necessary - extra complexity and cost - and unless they are plug-in still not zero emission - and by the time they are plug-in just put in enough battery to go some distance and remove the unused gas motor.
Chevy had to release a Volt software update so that the gas motor would run every 6 months because the gasoline in the tank was going bad and causing warranty issues - people were driving their Volt's and NEVER using the gasoline motor - that tells you how much the ICE motor in a hybrid is necessary, Chevy updated it's entire fleet to un-nessarily run the motor to avoid warranty claims caused by bad gasoline.
200+ mile BEVs make hybrids largely un-necessary - if you don't like fast charging just keep your ICE for the 7 days a year you need to drive more than 200 miles…it's way cheaper than including an unused gasoline motor in a car that will never use it.
https://www.autoblog.com/2010/09/13/...enance-mode-w/
So, we are about to become a 2-BEV household with a Taycan taking the place of the Panamera hybrid. It will be fascinating to observe whether a Thanksgiving trip of ~285 miles one-way will be pleasurable in a BEV (probably the Tesla) or whether some sort of ICE will need to be rented for the trip. Early adopters have all sorts of 1st-world problems to solve
thanks for that perspective @W8MM I agree with your analysis - I'm guessing it will "probably be the Tesla" is due to better fast charging choices at this point in time for it vs. the Taycan (I'm think the greater range of the Tesla isn't the issue, it's the charging).
thanks for that perspective @W8MM I agree with your analysis - I'm guessing it will "probably be the Tesla" is due to better fast charging choices at this point in time for it vs. the Taycan (I'm think the greater range of the Tesla isn't the issue, it's the charging).
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Yup, BEV is not for everyone. That's one thing I wish the typical "Teslavangelist" would get through their head. I don't know what it is that makes these people so....sanctimonious I guess would be the right word, but it pisses me off. I think many of them just have little to know knowledge of cars and the Tesla is the first one they care about, so they go on espousing it to be the greatest thing ever. Well, it turns out, no, they aren't and moreover ANY BEV has a million cases where it doesn't make sense for someone. Not everyone lives where they can charge at night, not everyone lives in a situation where backup charging is within reach or practical, not everyone has a short commute.
If you live in a situation where it does make sense, a BEV is a fantastic alternative to your daily commuter. But if you live in an apartment and have a 45 mile each way commute, not so much. And in a city like Houston, that is a VERY common case.
If you live in a situation where it does make sense, a BEV is a fantastic alternative to your daily commuter. But if you live in an apartment and have a 45 mile each way commute, not so much. And in a city like Houston, that is a VERY common case.
I find it harlious - everyone I know who drives a hybrid wants "just a little more all battery" range so they don't have to use the gas motor. Then why did you get one? In case I need to drive further than the battery. How often do you do that? Not very often (or at all), but I like to know I can.
Basically if you have a 200+ mile BEV and fast charging - I'll still argue hybrids are un-necessary - extra complexity and cost - and unless they are plug-in still not zero emission - and by the time they are plug-in just put in enough battery to go some distance and remove the unused gas motor.
Chevy had to release a Volt software update so that the gas motor would run every 6 months because the gasoline in the tank was going bad and causing warranty issues - people were driving their Volt's and NEVER using the gasoline motor - that tells you how much the ICE motor in a hybrid is necessary, Chevy updated it's entire fleet to un-nessarily run the motor to avoid warranty claims caused by bad gasoline.
Basically if you have a 200+ mile BEV and fast charging - I'll still argue hybrids are un-necessary - extra complexity and cost - and unless they are plug-in still not zero emission - and by the time they are plug-in just put in enough battery to go some distance and remove the unused gas motor.
Chevy had to release a Volt software update so that the gas motor would run every 6 months because the gasoline in the tank was going bad and causing warranty issues - people were driving their Volt's and NEVER using the gasoline motor - that tells you how much the ICE motor in a hybrid is necessary, Chevy updated it's entire fleet to un-nessarily run the motor to avoid warranty claims caused by bad gasoline.
The Gen 1 Volt had an EV range of about 35-38 EPA miles. The Gen 2 (2016-onward) is about 53 EPA miles. If one drills into some of the graphs at voltstats.net, and compare various years, it is easy to see that mid-30s miles are probably not enough, but 53 is very reasonable. In fact, our Gen 2 Volt was running nearly 100% EV for its first 3.5 years for my wifes commute and around town use. (Our Volt, "whiz Volt", is #9 on the voltstats Hall of Fame. Was #8 for a while.) Unfortunately as of last year, my wifes commute swelled to about 60 miles round-trip, and a few months ago lost the ability to charge at work. So now she burns a couple tenths of a gallon each day.
200+ mile BEVs make hybrids largely un-necessary - if you don't like fast charging just keep your ICE for the 7 days a year you need to drive more than 200 miles…it's way cheaper than including an unused gasoline motor in a car that will never use it.
If some auto maker were to poll me on the optimum range for a PHEV, I'd probably say 75 EPA miles. That would let me do the SFO airport run via freeways on a single charge. I can actually do it now if I take surface streets (e.g., Foothill Expressway, Alameda de las Pulgas, El Camino Real, etc.) and keep the speed to 35-40 mph or so. I've actually done over 80 miles on one charge - with very careful driving. But since buying the Model 3, I haven't bothered with such things anymore.
This thread has been around forever and now that the Taycan is released, the debates about technical merits of Porsche vs. Tesla will continue to rage on. While technology will continue to move forward and BEV’s will have a larger role, a reality check of what consumers are actually buying needs to be part of the discussion.
First let’s take a step back and look at the US EV market as it sits today in 2019. Overall it’s sitting somewhere around 2.2%. If you pull PHEV’s out the actual BEV marketshare is about 1.8%. What is most interesting are the indicators that total 2019 EV sales in the US may not reach 2018 levels. With 4 months of sales to report before YE nothing is set in stone but it’s not looking good. That means EV’s are seeing a plateau in demand. Looking at the EV demand by state one sees that 95% of all EV’s are being sold in just 5 states, NY, FL,TX, WA, & CA. To no one’s surprise California makes up 55% of all EV sales. The point being is EV growth is going to be a slow climb with perhaps a decade to get to even a 5% market share. There is no 30 or 40% Year over year growth pattern to be seen on the horizon.
Now let’s look at Tesla, the company. Financially it’s a train wreck. Tesla currently has about $13 Billion in debt, has only had a couple of profitable quarters in its entire existence, and YTD is still losing money. The current model portfolio holds roughly about a 78 % market share across all BEV’s with the M3 unquestionably a hit and volume leader. But in looking at the YTD US sales there is concern. The Model S has a current sales run rate that’s roughly 78% of what it was 2 years ago. But in order to boost sales, there have been dramatic prices cuts, yet sales volume is still down. The Model X sales run rate is roughly about 82% from 2 years ago. If one looks at the combined E-Tron and I-Pace sales YTD they tend to equal the loss in Model X volume. Competition is not good for Tesla growth and market share. Now let’s look at M3 compared to 2018. With 4 months to go it’s a push if the Model 3 will meet the 146,000 units sold in 2018. The point here is like the rest of the EV market the M3 is reaching a sales plateau. As Tesla is viewed and valued as a technology growth company, not an automobile company, this is very bad news from a finance perspective. Growth companies that stop growing get badly punished in the market. See the former stock darling Netflix today vs. 6 months ago.
If one starts looking at the demographics of the current BEV buyers, there is no question they fall into upper tiers of household income. That BEV is most likely the 3rd or 4th vehicle in the family fleet. At this time BEV’s are not for the lunch box buyer, they are still the province of the wealthy. The everyday guy is buying a $25K or less ICE cars that get 35-40 MPG and paying about $2.60 a gallon for gas. A $50K BEV makes no economic sense to that buyer.
Yet, ICE manufactures are piling into the BEV space with multiple products starting in 2020 and beyond. Some of these will be duds but there will be 1 or 2 hits as well. Personally, by 2021 I think we will see a glut of BEV’s in the marketplace with not enough buyers. ICE manufactures will be grumbling that BEV’s are still money losing dogs but they will be gratefull for their ICE products that will keep producing profits and allow them to keep moving forward with Gen 2 & 3 BEV vehicles that will make money for them. Just my thoughts for today…..
First let’s take a step back and look at the US EV market as it sits today in 2019. Overall it’s sitting somewhere around 2.2%. If you pull PHEV’s out the actual BEV marketshare is about 1.8%. What is most interesting are the indicators that total 2019 EV sales in the US may not reach 2018 levels. With 4 months of sales to report before YE nothing is set in stone but it’s not looking good. That means EV’s are seeing a plateau in demand. Looking at the EV demand by state one sees that 95% of all EV’s are being sold in just 5 states, NY, FL,TX, WA, & CA. To no one’s surprise California makes up 55% of all EV sales. The point being is EV growth is going to be a slow climb with perhaps a decade to get to even a 5% market share. There is no 30 or 40% Year over year growth pattern to be seen on the horizon.
Now let’s look at Tesla, the company. Financially it’s a train wreck. Tesla currently has about $13 Billion in debt, has only had a couple of profitable quarters in its entire existence, and YTD is still losing money. The current model portfolio holds roughly about a 78 % market share across all BEV’s with the M3 unquestionably a hit and volume leader. But in looking at the YTD US sales there is concern. The Model S has a current sales run rate that’s roughly 78% of what it was 2 years ago. But in order to boost sales, there have been dramatic prices cuts, yet sales volume is still down. The Model X sales run rate is roughly about 82% from 2 years ago. If one looks at the combined E-Tron and I-Pace sales YTD they tend to equal the loss in Model X volume. Competition is not good for Tesla growth and market share. Now let’s look at M3 compared to 2018. With 4 months to go it’s a push if the Model 3 will meet the 146,000 units sold in 2018. The point here is like the rest of the EV market the M3 is reaching a sales plateau. As Tesla is viewed and valued as a technology growth company, not an automobile company, this is very bad news from a finance perspective. Growth companies that stop growing get badly punished in the market. See the former stock darling Netflix today vs. 6 months ago.
If one starts looking at the demographics of the current BEV buyers, there is no question they fall into upper tiers of household income. That BEV is most likely the 3rd or 4th vehicle in the family fleet. At this time BEV’s are not for the lunch box buyer, they are still the province of the wealthy. The everyday guy is buying a $25K or less ICE cars that get 35-40 MPG and paying about $2.60 a gallon for gas. A $50K BEV makes no economic sense to that buyer.
Yet, ICE manufactures are piling into the BEV space with multiple products starting in 2020 and beyond. Some of these will be duds but there will be 1 or 2 hits as well. Personally, by 2021 I think we will see a glut of BEV’s in the marketplace with not enough buyers. ICE manufactures will be grumbling that BEV’s are still money losing dogs but they will be gratefull for their ICE products that will keep producing profits and allow them to keep moving forward with Gen 2 & 3 BEV vehicles that will make money for them. Just my thoughts for today…..
Earl Colby Pottinger (Tesla, Taycan, Bollinger, Rivian and other BEVs fan)
This thread has been around forever and now that the Taycan is released, the debates about technical merits of Porsche vs. Tesla will continue to rage on. While technology will continue to move forward and BEV’s will have a larger role, a reality check of what consumers are actually buying needs to be part of the discussion.
Earl Colby Pottinger (Tesla, Taycan, Bollinger, Rivian and other BEVs fan)
RL Community Team
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From: The Woodlands, TX.
This thread has been around forever and now that the Taycan is released, the debates about technical merits of Porsche vs. Tesla will continue to rage on. While technology will continue to move forward and BEV’s will have a larger role, a reality check of what consumers are actually buying needs to be part of the discussion.
First let’s take a step back and look at the US EV market as it sits today in 2019. Overall it’s sitting somewhere around 2.2%. If you pull PHEV’s out the actual BEV marketshare is about 1.8%. What is most interesting are the indicators that total 2019 EV sales in the US may not reach 2018 levels. With 4 months of sales to report before YE nothing is set in stone but it’s not looking good. That means EV’s are seeing a plateau in demand. Looking at the EV demand by state one sees that 95% of all EV’s are being sold in just 5 states, NY, FL,TX, WA, & CA. To no one’s surprise California makes up 55% of all EV sales. The point being is EV growth is going to be a slow climb with perhaps a decade to get to even a 5% market share. There is no 30 or 40% Year over year growth pattern to be seen on the horizon.
Now let’s look at Tesla, the company. Financially it’s a train wreck. Tesla currently has about $13 Billion in debt, has only had a couple of profitable quarters in its entire existence, and YTD is still losing money. The current model portfolio holds roughly about a 78 % market share across all BEV’s with the M3 unquestionably a hit and volume leader. But in looking at the YTD US sales there is concern. The Model S has a current sales run rate that’s roughly 78% of what it was 2 years ago. But in order to boost sales, there have been dramatic prices cuts, yet sales volume is still down. The Model X sales run rate is roughly about 82% from 2 years ago. If one looks at the combined E-Tron and I-Pace sales YTD they tend to equal the loss in Model X volume. Competition is not good for Tesla growth and market share. Now let’s look at M3 compared to 2018. With 4 months to go it’s a push if the Model 3 will meet the 146,000 units sold in 2018. The point here is like the rest of the EV market the M3 is reaching a sales plateau. As Tesla is viewed and valued as a technology growth company, not an automobile company, this is very bad news from a finance perspective. Growth companies that stop growing get badly punished in the market. See the former stock darling Netflix today vs. 6 months ago.
If one starts looking at the demographics of the current BEV buyers, there is no question they fall into upper tiers of household income. That BEV is most likely the 3rd or 4th vehicle in the family fleet. At this time BEV’s are not for the lunch box buyer, they are still the province of the wealthy. The everyday guy is buying a $25K or less ICE cars that get 35-40 MPG and paying about $2.60 a gallon for gas. A $50K BEV makes no economic sense to that buyer.
Yet, ICE manufactures are piling into the BEV space with multiple products starting in 2020 and beyond. Some of these will be duds but there will be 1 or 2 hits as well. Personally, by 2021 I think we will see a glut of BEV’s in the marketplace with not enough buyers. ICE manufactures will be grumbling that BEV’s are still money losing dogs but they will be gratefull for their ICE products that will keep producing profits and allow them to keep moving forward with Gen 2 & 3 BEV vehicles that will make money for them. Just my thoughts for today…..
First let’s take a step back and look at the US EV market as it sits today in 2019. Overall it’s sitting somewhere around 2.2%. If you pull PHEV’s out the actual BEV marketshare is about 1.8%. What is most interesting are the indicators that total 2019 EV sales in the US may not reach 2018 levels. With 4 months of sales to report before YE nothing is set in stone but it’s not looking good. That means EV’s are seeing a plateau in demand. Looking at the EV demand by state one sees that 95% of all EV’s are being sold in just 5 states, NY, FL,TX, WA, & CA. To no one’s surprise California makes up 55% of all EV sales. The point being is EV growth is going to be a slow climb with perhaps a decade to get to even a 5% market share. There is no 30 or 40% Year over year growth pattern to be seen on the horizon.
Now let’s look at Tesla, the company. Financially it’s a train wreck. Tesla currently has about $13 Billion in debt, has only had a couple of profitable quarters in its entire existence, and YTD is still losing money. The current model portfolio holds roughly about a 78 % market share across all BEV’s with the M3 unquestionably a hit and volume leader. But in looking at the YTD US sales there is concern. The Model S has a current sales run rate that’s roughly 78% of what it was 2 years ago. But in order to boost sales, there have been dramatic prices cuts, yet sales volume is still down. The Model X sales run rate is roughly about 82% from 2 years ago. If one looks at the combined E-Tron and I-Pace sales YTD they tend to equal the loss in Model X volume. Competition is not good for Tesla growth and market share. Now let’s look at M3 compared to 2018. With 4 months to go it’s a push if the Model 3 will meet the 146,000 units sold in 2018. The point here is like the rest of the EV market the M3 is reaching a sales plateau. As Tesla is viewed and valued as a technology growth company, not an automobile company, this is very bad news from a finance perspective. Growth companies that stop growing get badly punished in the market. See the former stock darling Netflix today vs. 6 months ago.
If one starts looking at the demographics of the current BEV buyers, there is no question they fall into upper tiers of household income. That BEV is most likely the 3rd or 4th vehicle in the family fleet. At this time BEV’s are not for the lunch box buyer, they are still the province of the wealthy. The everyday guy is buying a $25K or less ICE cars that get 35-40 MPG and paying about $2.60 a gallon for gas. A $50K BEV makes no economic sense to that buyer.
Yet, ICE manufactures are piling into the BEV space with multiple products starting in 2020 and beyond. Some of these will be duds but there will be 1 or 2 hits as well. Personally, by 2021 I think we will see a glut of BEV’s in the marketplace with not enough buyers. ICE manufactures will be grumbling that BEV’s are still money losing dogs but they will be gratefull for their ICE products that will keep producing profits and allow them to keep moving forward with Gen 2 & 3 BEV vehicles that will make money for them. Just my thoughts for today…..
However consider the news that has been posted elsewhere, that Daimler has decided to no longer develop ICE powertrains. If Tesla, Rivian, etc. are powerboats, the legacy automating industry is an Aircraft carrier....but it seems like the command to turn hard to starboard has been issued...
Knowing you it is good to see that you are testing these things, and you can always get an ICE if you need one. To me though, the BEV issue is loss of freedom. I want to drive anywhere, any time, and not be restricted to a network of predetermined byways chosen by others. That is fine for urbanites who rarely venture into the hoods and long distance traveling is by air only. For me the car, as we know it, is total freedom to go anywhere, very long distances for many days in a row, even, if need be, with an extra jug of gas in the trunk; can't do that with BEV.
Hi Mike!
Knowing you it is good to see that you are testing these things, and you can always get an ICE if you need one. To me though, the BEV issue is loss of freedom. I want to drive anywhere, any time, and not be restricted to a network of predetermined byways chosen by others. That is fine for urbanites who rarely venture into the hoods and long distance traveling is by air only. For me the car, as we know it, is total freedom to go anywhere, very long distances for many days in a row, even, if need be, with an extra jug of gas in the trunk; can't do that with BEV.
Knowing you it is good to see that you are testing these things, and you can always get an ICE if you need one. To me though, the BEV issue is loss of freedom. I want to drive anywhere, any time, and not be restricted to a network of predetermined byways chosen by others. That is fine for urbanites who rarely venture into the hoods and long distance traveling is by air only. For me the car, as we know it, is total freedom to go anywhere, very long distances for many days in a row, even, if need be, with an extra jug of gas in the trunk; can't do that with BEV.
I hear you but if you decide to go to Bali tomorrow which car are you going to take?



