Originally Posted by jondrew55
I read it. I think they are misreading potential demand here in the US. I just think COVID generated demand would help them amortize those costs. People were going crazy when they saw the prototype electric van. But I guess they're probably still hurting from the diesel settlement debacle and are pretty risk averse.
Well, I have no experience in large corporate decision making, but the article made sense to me regarding the costs VW would need to make in order to sell the vehicle in the U.S. I also agree that the "surge" in RV demand will be relatively short lived in comparison to demand of traditional vehicles. There will never be enough sales of the camper van to amortize the costs to import it here, so the costs would need to be spread out over vans, in general. According the the article, that is a field that VW cannot or will not compete as the competition is too strong.
There are many vehicles from other countries, like Japan, that are not imported into the U.S. that I also believe would be hot sellers but it's not as simple as just loading them on ships.