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Originally Posted by dbircky
How will evs dominate in ten years? The average age of vehicles in America is 12 years old.
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Recent number (or at least google search headline now), traditionally the number is 9 years to my understanding. At least when I researched such things a decade ago that was the standard number - it’s probably gone up b/c during the last three years it’s been hard to get a car.
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Amazon is already scaling back ev delivery van orders (one of the best case use for a bev). Rivian is on life support.
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I think it’s more like a realistic build rate. They have the same number of orders as I understand it, but given the speed at which Rivian can ramp they’ve scaled expectations, and most probably want to diversify to GM’s BrightDrop which is the segment leader. Otherwise Rivian has two vehicles, they’d be having trouble now no matter what.
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Lordstown motors is almost out of money and severely missed all their production & sales goals.
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The company that got caught making a fake demo car, weren’t they? That company was never a serious effort, it’s been nothing but mishaps and their truck is a meh.
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Lucid isn’t, they have a self admitted “demand problem”.
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Lucid has a single specialty super expensive car, naturally they’ve have a demand problem
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GM has admitted they can’t make money on bev without taxpayer dollars.
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Excuse me, GM has repeatably said they will reach breakeven in 2025, unfortunately that’s getting pushed a bit because of trouble training battery staff. And they’ve got hundreds of thousands of reservations, as a automotive insider said “when’s the last time we had that happen??”
These are kind of cherry picked examples that aren’t something you can extrapolate from. Ford - which just slammed together an architecture for a few models, but quickly ramped production is selling them to such huge demand they turned the company on it.
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Thinking of adoption curves, we’re barely out of the Innovators step, and just starting with the Early Adopters.
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Bah! We’re long past the early adopter stage. I was a ‘middle adopter’ six years ago, ten years ago the Tesla and leaf buyers were early. Hell we’ve got farmers buying 150 Lightnings, I’m seeing them everywhere around here now.
Those of us watching this industry - me for the last 30 years,
clearly we’ve hit the hockey puck inflection. Norway is already at something like 90% adoption, everybody is studying them to see how it happened.