New ICE Vehicles Banned in California by 2035

[WolfpackS2k]

I apparently saw one last weekend. I say apparently because I didn't notice it but my brother was driving behind me and saw it (drove opposite direction on a 2 lane road). I guess they blend in.

[Irace86.2.0]

Originally Posted by Dadhawk

That's getting to the acceptable range for me.

In other news, Morgan Stanley reports the Mach E is siphoning substantial sales from Tesla. Not surprised, it really is a nice EV.

That report, at least to me, said nothing substantial.

[Dadhawk]

Originally Posted by Irace86.2.0

That report, at least to me, said nothing substantial.

"BEV sales outgrew the total market by nearly 40% (EV +34% YoY adj. vs. total market -5%). Tesla’s share of the BEV market declined significantly to 69% vs. 81% in the prior year. The Ford Mustang Mach-E accounted for nearly 100% of the share loss."

A 12% drop in market share while the market as a whole grew, and attributed to the Mach-E would seem pretty substantial to me.

[Irace86.2.0]

Originally Posted by Dadhawk

"BEV sales outgrew the total market by nearly 40% (EV +34% YoY adj. vs. total market -5%). Tesla’s share of the BEV market declined significantly to 69% vs. 81% in the prior year. The Ford Mustang Mach-E accounted for nearly 100% of the share loss."

A 12% drop in market share while the market as a whole grew, and attributed to the Mach-E would seem pretty substantial to me.

Tesla’s market share has nowhere to go but down. Tesla’s sales could grow every year for a long, long time, while their market share can continue to go down. With virtually all car models slated to be electric in the future, Tesla should continue to see great growth, while progressively losing more and more market share as more models come out.

Sometimes new models become hot in the tech world. Many people in Silicon Valley jumped to the Jaguar E-Pace to get the new, different thing, but then jumped back. There is pent up demand for quality alternatives to Tesla, if for nothing else than just for variety, but also for quality control, service networks, etc.

My point is the article makes the situation sound dire for Tesla, but the statistics don’t reflect that. If they sold 100 cars every quarter (for easy math), but then Ford releases a new, hot model that sells 50 cars, that doesn’t mean anything to Tesla. Yes, they didn’t sell to 50 other buyers and yes, their market share went from 100% down to 67%, so it seems bad, but in the end, they sold the same number of cars and those new buyers may never have bought a Tesla, so it is what it is.

[Dadhawk]

Originally Posted by Irace86.2.0

Tesla’s market share has nowhere to go but down.....

Yea, I agree with all you said, and you are absolutely right Tesla's market share has no where to go but down. Still, I was surprised to see that much of an impact attributed to the Mach E.

In the end, as I make my slow turn from "Hell no, no EV for me" to "Yea, I might buy one if the right one comes along" it's good to see that there is finally a model that is non-Tesla and is selling in good numbers.

OF course, the Bolt which gets ignored by the press for some reason, sells well (it was second behind the Model S in 2017) and sold over 20,000 units in the US last year also has taken a share of Tesla sales, in the same theory.

[Irace86.2.0]

Originally Posted by Dadhawk

Yea, I agree with all you said, and you are absolutely right Tesla's market share has no where to go but down. Still, I was surprised to see that much of an impact attributed to the Mach E.

In the end, as I make my slow turn from "Hell no, no EV for me" to "Yea, I might buy one if the right one comes along" it's good to see that there is finally a model that is non-Tesla and is selling in good numbers.

OF course, the Bolt which gets ignored by the press for some reason, sells well (it was second behind the Model S in 2017) and sold over 20,000 units in the US last year also has taken a share of Tesla sales, in the same theory.

Yeah. In other countries, Tesla wasn’t the top selling EV. I believe we have discussed the VW ID3/4 selling well.

[WolfpackS2k]

I can't be the only one that thinks the Polestar 2 looks pretty sloppy/bad.

Modern AMC Eagle 4x4 is what I see.

[Dadhawk]

Originally Posted by WolfpackS2k

I can't be the only one that thinks the Polestar 2 looks pretty sloppy/bad.

Modern AMC Eagle 4x4 is what I see.

Well, that pretty much describes all the current crossover/SUV EVs doesn't it?

[WolfpackS2k]

To me the Polestar 2 looks like a sedan sitting on top of a battery pack. It doesn't look like a ground up EV design at all (as far as integrating the battery pack into the design). Also AFIAK the 2 isn't even an CUV. Looks 100% like a sedan, no?

[Irace86.2.0]

[Dadhawk]

Originally Posted by Irace86.2.0

ID.4 Review

Great review.

In regard to the charging stations and the way they work, too bad there isn't a 100 year old method that was updated about 50 years ago to allow you to use credit cards to fill up your tank. I mean why use something simple when you can make it complicated?

[Irace86.2.0]

Here is another:

[Irace86.2.0]

https://electrek.co/2021/03/11/gm-re...joint-venture/

GM reveals next-gen lithium-metal battery cell prototype, announces new joint-venture

SolidEnergy Systems, or SES, has developed an “anode-free” lithium metal battery that improves overall life. According to MIT, material advances in SES’s batteries make them twice as energy dense while maintaining safety comparable to the lithium-ion batteries used in today’s smartphones, EVs, wearables, drones and other devices. With less weight and more space from a smaller battery pack, vehicles could become more lightweight or have more room for additional technology.

These batteries are touted to reduce production costs, be lighter, be scalable, charge faster and be more energy dense. We will see what comes of this, but it looks promising.

[Irace86.2.0]

Forget the solar panels. Power your car with a wiggling, vibrating, phallic pole on your roof. This is what Texas needed.